Investment Thesis: Owning a Life Stage (Weddings, Babies, and Death) with Marco DeMeireles
Marco DeMeireles (@MarcoDeMeireles), partner at TCG, joins Erik on this episode. They discuss: - How the firm came to be and how they think about portfolio construction. - What owning the life stage means and why it makes for better businesses. - Some of the spaces they’re thinking about, including weddings, fertility, and funerals. - Marco’s thoughts on…
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