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Ryanair (Ticker: RYAAY) Not So Deep Dive
Ryanair Holdings (RYAAY) is a major European low-cost airline, celebrated for its no-frills approach and expansive route network, while also facing r…
3 years, 1 month ago
Investing Power Hour #75: AIR B&B Bust? Dollar General Woes; Instacart Debate
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discu…
3 years, 1 month ago
Nutanix (Ticker: NTNX) with Sean Emory
Nutanix, Inc. (NTNX) is a technology company that provides cloud computing software and services, offering solutions for hyper-converged infrastructu…
3 years, 2 months ago
Why We Own Sprouts Farmers Market (Ticker: SFM)
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. The…
3 years, 2 months ago
Investing Power Hour #74: Best Buffett Investments, Amazon + ESPN, and Banking Downgrades with Jason Hall
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discu…
3 years, 2 months ago
Ulta (Ticker: ULTA) with Ethan Tucker
Ulta Beauty, Inc. (ULTA) is a major cosmetics and beauty retailer, thriving on a devoted customer base and industry trends, but facing competition an…
3 years, 2 months ago
Discover Financial (Ticker: DFS) Not So Deep Dive
Discover Financial Services (DFS) is a financial services company that offers credit cards, personal loans, and banking products, catering to consume…
3 years, 2 months ago
Investing Power Hour #73: Nvidia Ascent Continues; 2021 Bubble Best Moments; moats and margins
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discu…
3 years, 2 months ago
Paylocity (Ticker: PCTY) with Andrew Marshall
Paylocity Holding Corporation (PCTY) provides cloud-based payroll and HR software, streamlining workforce management for businesses in a competitive …
3 years, 2 months ago
Lowe's (Ticker: LOW) Not So Deep Dive
Lowe's Companies, Inc. (LOW) is a prominent home improvement retailer, capitalizing on a robust housing market while tackling competition and supply …
3 years, 2 months ago