
Investing Power Hour #40: $AMZN Fires 18,000 People, $MSFT and ChatGPT, $TSLA Delivery Numbers
The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topi...
8 Jan 20231h 2min

The State of the Cloud in 2023 with Shawn Wang
The "Cloud" in its simplest form refers to servers with data stored on them and those servers can be accessed over the internet. Many companies like Amazon, Microsoft, and Alphabet lead this fast-grow...
5 Jan 20231h 7min

Arch Capital Episode: Why We Own Wix (Ticker: WIX)
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...
3 Jan 20231h 11min

Investing Power Hour #39: 2022 Year in Review, 2023 Bold Predictions
The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topi...
1 Jan 20231h 2min

Moody's: An Impenetrable Moat? (Ticker: MCO) with Joe Kowaleski
Moody's Corporation (Ticker: MCO) is an integrated risk assessment firm that operates through two segments: Moody's Investors Service and Moody's Analytics. Listen as Brett and Ryan ask questions abou...
29 Dec 202245min

BigCommerce (Ticker: BIGC) Not So Deep Dive
BigCommerce Holdings (Ticker: BIGC) operates a software-as-a-service platform for small businesses, mid-markets, and large enterprises. The company was founded in Sydney, Australia in 2009. At the end...
27 Dec 20221h 2min

Investing Power Hour #38: FTX Employees Flip on SBF; YouTube gets NFL Sunday Ticket; Is Tesla Toast?
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. You c...
25 Dec 20221h 2min

Can Anyone Buy a Small Business? With Paul Cerro
Paul Cerro is the CEO of Cedar Grove Capital. As he joins us today, Paul describes the transition that he is making with his investing decisions. Paul is focusing on buying small private companies. Li...
22 Dec 20221h




















