Dassault Systemes (Ticker: DASTY) Not So Deep Dive
Dassault Systemes provides software solutions and services worldwide. The company's most popular product is SOLIDWORKS, which is a 3D design software. At the end of the month, we will publish an Arch ...
1 Marras 202250min
Investing Power Hour #30: Can $SPOT Make Money? $META Meltdown, $SHOP Earnings
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You c...
30 Loka 20221h 4min
Why We Own Consorcio ARA (Ticker: ARA.MX)
This is our Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership. Consorcio ARA constructs and sells entry-level and mid...
28 Loka 202245min
Subsea 7 and a Lifetime of Value Investing with Bob Robotti (Ticker: SUBC)
Subsea 7 delivers offshore projects and services for the energy industry worldwide. The company provides project management for heavy machinery offshore projects. This includes everything from design ...
27 Loka 20221h 13min
LGI Homes (Ticker: LGIH) Not So Deep Dive
LGI Homes designs, constructs, and sells a variety of home types. The company sells entry-level homes, attached and detached homes, active adult homes, and luxury homes. At the end of the month, we wi...
25 Loka 202249min
Investing Power Hour #29: $NFLX and $TSLA Earnings, Reflecting on Mistakes From 2021
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You c...
23 Loka 20221h 4min
Is Roku the Next Great Internet Platform, or Just a Commodity? With Alex Morris (Ticker: ROKU)
Roku operates two segments, Platform and Player. In other words, the company offers products and services in the television/streaming industry. Roku was founded in October 2002 in San Jose, Californi...
20 Loka 202256min
Dream Finders Homes (Ticker: DFH) Not So Deep Dive
DFH is a fast-growing home builder in the United States. The company designs, constructs, and sells single-family houses for for entry-level and move-up homes. At the end of the month, we will publish...
18 Loka 202244min
