John Tinsman

In this discussion, John Tinsman, the portfolio manager of the AOT Growth and Innovation ETF, shares insights from his investing journey, focusing on low marginal cost businesses. He emphasizes the transformative power of AI in enhancing profitability and software development. John explains the concept of digital toll booths as a future model for software, and he contrasts today’s profitable tech firms with the dot-com era. He also shares his strategies for portfolio construction, advocating for large-cap growth technology as a sustainable investment choice.