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Markets are constantly evolving. Are you maintaining your edge? Join us as we discuss recent market events, challenges and opportunities in the current environment, and more with our investment team. At Diamond Hill, our primary purpose is to improve our clients’ lives through better financial outcomes. Strategies include long-only equity, fixed income and alternative long-short equity.
Episodes
Friday Feb 04, 2022
Friday Feb 04, 2022
Network effects are one of the most valuable – but difficult to maintain – advantages in the tech space. Analyst Varun Gupta, CFA, explains the benefits of these effects and why it’s so challenging for companies to maintain their edge.
As of December 31, 2021, Diamond Hill owned shares of Alibaba Group Holding Ltd., Alphabet, Inc. (Cl A), Meta Platforms, Inc. (Cl A), Microsoft Corp. and Tencent Holdings Ltd. As of November 30, 2021, Diamond Hill owned debt in Apple, Inc.
The views expressed are those of the speaker as of January 2022 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.