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
Spark Networks (Ticker: LOV) Not So Deep Dive
Spark Networks (Ticker: LOV) is a publicly traded company that operates several online dating platforms, experiencing strong revenue growth amid the pandemic, but facing competition and risks associat...
28 Mar 20231h 2min
Investing Power Hour #51: $SQ Short Report; $COIN SEC Investigation With The Smattering Crew
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...
26 Mar 20231h
