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 Aug 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 Aug 20231h
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 Aug 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 Aug 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 Aug 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 Aug 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 Aug 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 Aug 202358min
