Investing Power Hour #54: $AMZN Annual Letter; Mario Movie Pops; Buffett in Japan
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topi...
16 Apr 20231h 2min
Alsea (Ticker: ALSEA) with Ian Bezek
Alsea operates fast food, cafeteria, casual food, casual fast food, and family restaurants in Latin America and Europe. The company franchises common franchise restaurants from America such as Domino'...
13 Apr 202339min
Monster Beverage (Ticker: MNST) Not So Deep Dive
Monster Beverage (Ticker: MNST) produces energy drinks and other non-alcoholic beverages, with strong growth in its energy drink segment, but also facing competition and regulatory scrutiny over safet...
11 Apr 20231h 5min
Investing Power Hour #53: Stripe Annual Letter; Deep Value in Colombia; $COST Comp Report
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topi...
9 Apr 20231h 5min
Altria Group and the US Tobacco Market (Ticker: MO) with Devin LaSarre
Altria (Ticker: MO) is a publicly traded company that owns major tobacco brands and is diversifying into alternative products and cannabis investments amid declining sales and increasing regulation. L...
6 Apr 20231h 19min
Why We Own Match Group (Ticker: MTCH)
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...
4 Apr 20231h 22min
Investing Power Hour #52: Will $AMZN Buy $AMC; Precarious Commercial RE; No Banking Crisis?
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topi...
2 Apr 20231h
Legacy Housing (Ticker: LEGH) with WealthOrDie
Legacy Housing (Ticker: LEGH) designs and sells manufactured homes, with high demand in the current housing market, but also faces supply chain and regulatory challenges in a competitive industry. Lis...
30 Mar 202349min
