Ed Cowan, a former Australian cricketer turned funds manager, and Fraser Christie, a tech investing expert at TDM Growth Partners, dive into high conviction strategies. They share insights on two standout stocks, Guzman y Gomez and Rokt, detailing their growth journeys. Ed discusses the importance of building exceptional teams, while Fraser explains how to nurture startups in tech. The conversation also touches on the lucrative intersection of sports and investment, highlighting emerging trends in both fields.
