
Nutanix (Ticker: NTNX) with Sean Emory
Nutanix, Inc. (NTNX) is a technology company that provides cloud computing software and services, offering solutions for hyper-converged infrastructure and hybrid cloud management to businesses, and n...
7 Syys 202344min

Why We Own Sprouts Farmers Market (Ticker: SFM)
This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep D...
5 Syys 202349min

Investing Power Hour #74: Best Buffett Investments, Amazon + ESPN, and Banking Downgrades with Jason Hall
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can wa...
3 Syys 20231h 6min

Ulta (Ticker: ULTA) with Ethan Tucker
Ulta Beauty, Inc. (ULTA) is a major cosmetics and beauty retailer, thriving on a devoted customer base and industry trends, but facing competition and changing consumer preferences. Listen as Brett an...
31 Elo 202329min

Discover Financial (Ticker: DFS) Not So Deep Dive
Discover Financial Services (DFS) is a financial services company that offers credit cards, personal loans, and banking products, catering to consumers and businesses, and navigating challenges from t...
29 Elo 20231h 9min

Investing Power Hour #73: Nvidia Ascent Continues; 2021 Bubble Best Moments; moats and margins
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can wat...
27 Elo 20231h 3min

Paylocity (Ticker: PCTY) with Andrew Marshall
Paylocity Holding Corporation (PCTY) provides cloud-based payroll and HR software, streamlining workforce management for businesses in a competitive market. Listen as Brett and Ryan ask questions abou...
24 Elo 202333min

Lowe's (Ticker: LOW) Not So Deep Dive
Lowe's Companies, Inc. (LOW) is a prominent home improvement retailer, capitalizing on a robust housing market while tackling competition and supply chain complexities in the evolving retail landscape...
22 Elo 20231h



















