Adyen (ADYEY) with Mostly Borrowed Ideas
Adyen is a payment company that allows businesses to accept e-commerce, mobile, and point-of-sale payments. The company is based out of the Netherlands. Listen as Brett and Ryan ask MBI questions abou...
26 Mai 20221h 14min
Sprout Social (SPT) | Not So Deep Dive
Sprout Social operates a web-based social media management platform. The company offers a cloud software that brings together social messaging, data, and workflows. Listen closely as Brad, Brett, and ...
24 Mai 202248min
Power Hour #7: Rule of 40, Twitter vs. Elon, Debating Disney's Strategy
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. Inter...
22 Mai 20221h 3min
Callaway (ELY) with Greenwald Capital
Callaway Golf Company (ELY) designs, manufactures, and sells golf equipment. Callaway also owns and operates the Topgolf brand. The company's main segments are Topgolf, Golf Equipment, and Wearables. ...
19 Mai 202251min
BONUS Interview - Procore (PCOR) CEO Tooey Courtemanche
Tooey Courtemanche joins us this week for a bonus interview. Mr. Courtemanche is the CEO of Procore Technologies (PCOR) a company that provides a cloud-based construction management platform. Listen i...
18 Mai 202224min
Pinterest Revisited (PINS) | Not So Deep Dive
Pinterest operates a visual discovery engine. The company's platform allows users to find inspiration for many things in their lives. Some of the most popular topics include recipes, home design, and ...
17 Mai 202252min
Power Hour #6: Crypto Crash, Stock Based Compensation, Valuing Enterprise SaaS
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. Inter...
15 Mai 20221h 9min
Cloudflare (NET) with Joe Furmanski
Cloudflare offers an integrated cloud-based security solution. The company aims to make the internet safer and better for the world. Listen as Brett and Ryan ask Joe questions about the company, its b...
12 Mai 202237min
