General Motors (Ticker: GM) with Travis Hoium
General Motors Company (GM) is a multinational corporation that designs, manufactures, and markets vehicles and vehicle parts, and has recently committed to electric vehicles with its Ultium platform,...
4 Touko 202347min
Why We Own Nintendo (NTDOY)
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...
2 Touko 20231h 11min
Investing Power Hour #56: No MSFT/ATVI Deal; Big Tech Earnings; Update on Banking Crisis
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...
30 Huhti 20231h 2min
Crocs (Ticker: CROX) with Jacob Franklin
Crocs (CROX) designs and manufactures casual footwear, with strong pandemic demand but also faces supply chain disruptions and sustainability concerns. Listen as Brett and Ryan ask questions about the...
27 Huhti 202353min
PepsiCo (Ticker: PEP) Not So Deep Dive
PepsiCo Inc. (PEP) is a multinational food and beverage corporation with popular brands like Pepsi, Frito-Lay, and Quaker Oats, but is facing inflationary pressures and supply chain disruptions. At th...
25 Huhti 202355min
Investing Power Hour #55: Apple Savings; $TSLA + $NFLX Earnings; Taylor Swift and FTX
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...
23 Huhti 20231h 2min
APi Group (Ticker: APG) with Ben Tewey
APi Group Corporation (APG) is a roll-up of safety inspection companies that provide services for fire, HVAC, and entry systems. Listen as Brett and Ryan ask Ben questions about the company, its busin...
20 Huhti 202344min
Philip Morris International (Ticker: PM) Not So Deep Dive
Philip Morris International Inc. (PM) manufactures and sells tobacco products, with a focus on reduced-risk products, but faces regulatory challenges and declining smoking rates. At the end of the mon...
18 Huhti 20231h 4min
