Arhaus (Ticker: ARHS) with Stranger Capital
Arhaus is a private home furnishings retailer that offers a range of high-quality and sustainably sourced furniture, decor, and accessories for homes and offices, and is known for its commitment to cr...
23 Mar 202346min
Grindr (Ticker: GRND) Not So Deep Dive
Grindr Inc. (GRND) operates the popular dating app for LGBTQ+ individuals, and has experienced a surge in user engagement amid the pandemic, but the company faces stiff competition and growing concern...
21 Mar 202358min
Investing Power Hour #50: Silicon Valley Bank Collapse; MSFT vs. GOOG AI War; Are Banks Investable?
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...
19 Mar 20231h 2min
Inflation, Q4 Earnings, and Supply Chains Update With Erick Mokoya
In this episode, we'll be diving into the current stock market earnings season and other topics Erik Mokoya has been reading about for The Transcript. Listen as Brett and Ryan ask questions for Erik t...
16 Mar 202353min
Bumble (Ticker: BMBL) Not So Deep Dive
Bumble Inc. (Ticker: BMBL) is a popular online dating company with a focus on promoting safe and equitable interactions, empowering women, and driving innovation in the competitive dating market. At t...
14 Mar 20231h 1min
Investing Power Hour #49: Capital Gains Taxes, Altria Buys NJOY, & Sony’s Weak Dispute
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...
12 Mar 20231h
Pool Corporation (Ticker: POOL) with Simon Handrahan
POOL Corporation (POOL) is the world's largest wholesale distributor of swimming pools and related backyard products, serving over 120,000 customers in North America, Europe, and Australia. Listen as ...
9 Mar 202345min
Why We Own Nelnet (Ticker: NNI)
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...
7 Mar 20231h 15min
