Investing Power Hour #72: Adyen Collapse; $AAMC Craziness; Mt. Rushmore of Management Pet Peeves
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...
20 Elo 20231h 3min
VeriSign (Ticker: VRSN) with Buyback Capital
VeriSign, Inc. (VRSN) is a technology company that provides domain name registry services, managing the infrastructure for the .com, .net, and other top-level domains, and plays a crucial role in main...
17 Elo 202354min
AutoZone (Ticker: AZO) Not So Deep Dive
AutoZone, Inc. (AZO) is a retailer specializing in automotive parts and accessories, with a vast network of stores serving do-it-yourself and professional customers, but also navigating challenges fro...
15 Elo 20231h
Investing Power Hour #71: Buffett Behind the Scenes; More Disney Woes; Strong Earnings Reports
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...
13 Elo 20231h 2min
An Inside Look At The Business of Golf
Today, the guys are talking to Bryan, a caddy on the Korn Ferry Tour who also doubles as an investment professional. His team just got promoted to the PGA Tour next year. The golf industry is a multi-...
10 Elo 202339min
Why We Don't Own Coupang (CPNG)
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...
8 Elo 202358min
Investing Power Hour #70: Earnings, Earnings, and More Earnings
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...
6 Elo 20231h 2min
TransDigm (Ticker: TDG) with Lou Whiteman
TransDigm Group Incorporated (TDG) is a global aerospace manufacturing company that produces highly engineered components and systems for commercial and military aircraft, navigating challenges in the...
3 Elo 202351min
