The Best Value Investor You’ve Never Heard Of (Norbert Lou Of Punch Card Management)
On this episode of Chit Chat Money, we discuss: Norbert Lou’s Famous NVR investment His unique portfolio concentration How he started his hedge fund Punch Card Management *************...
17 Jan 20241h 10min
IPH #93: Match Group Activist $MTCH; Wide Moat Stocks You've Never Heard Of; Is Boeing Fixable $BA?
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - Elliott Management taking a big stake in Match Group - $AMZN Layoffs and new technology development ...
14 Jan 20241h 8min
Is The World's Largest Hedge Fund a Scam? Investigating Ray Dalio and Bridgewater Associates
No, Bridgewater Associates is not a fraud. But it may be misleading the public. After reading The Fund, hosts Brett Schafer and Ryan Henderson thought listeners would love to know more about the secre...
10 Jan 20241h 14min
IPH #92: CEO Mt. Rushmore; Debating The Widest Moats; Are We In 1995 or 1999?
The Investing Power Hour is live-streamed every Thursday on YouTube. This week we discussed: - The iRobot/Amazon Merger Arbitrage - Our Mt. Rushmore of Management Teams - Sectors we like for 2024...
7 Jan 20241h 6min
2024 Hot Takes + Podcast Revamp...And We Are Changing Our Name!
Happy New Year! On this episode of Chit Chat Money, we discuss: - Changing the name of the podcast - Changing our release schedule - Our favorite podcast episodes from 2023 - Brett and Ryan's ho...
3 Jan 20241h 14min
IPH #91: 2023 End of Year Ask Us Anything
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...
31 Des 20231h 8min
A Shifting Advertising Technology Landscape With BWG Strategy
The advertising technology industry, driven by data analytics and digital innovations, continually transforms the landscape of marketing and media but grapples with issues of consumer privacy, ad frau...
28 Des 20231h 13min
Hermes International (Ticker: HESAY) Not So Deep Dive
Hermès International S.A. (HESAY) is a prestigious French luxury goods manufacturer renowned for its high-quality fashion and accessories, maintaining an aura of exclusivity while addressing challenge...
26 Des 202358min
