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MercadoLibre (Ticker: MELI) Not So Deep Dive
MercadoLibre operates an eCommerce platform primarily in Latin America. The company enables businesses, merchants, and individuals to list merchandis…
3 years, 11 months ago
Why We Own Autodesk (Ticker: ADSK)
This is our Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.
Auto…
3 years, 11 months ago
Investing Power Hour #35: Why Isn't SBF In Jail? JPM State of the Cloud, Housing Impact on Inflation
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 …
3 years, 11 months ago
Why Digital Turbine is a Competitively Advantaged Ad Platform With Fundasy Investor (Ticker: APPS)
Digital Turbine delivers a mobile growth platform for advertisers, publishers, carriers, and device original equipment manufacturers. The company off…
3 years, 11 months ago
PTC (Ticker: PTC) Not So Deep Dive
PTC Inc. offers software products and professional services that support 3D and AR design. The company was founded in 1985 and is headquartered in Bo…
3 years, 11 months ago
Investing Power Hour #34: Iger Is Back at Disney, October Retail Trends, Amazon Losses at Alexa
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 …
3 years, 11 months ago
Leatt Corporation (Ticker: LEAT) with Deep Sail Capital
Leatt Corporation develops and distributes personal protective equipment for participants in motorsports and leisure activities. The company produces…
3 years, 11 months ago
Procore (Ticker: PCOR) Not So Deep Dive
Procore Technologies (Ticker: PCOR) provides a cloud-based construction management platform and related software products. The company's products all…
3 years, 11 months ago
Investing Power Hour #33: What is Buffett Buying? Masa Son Full Tilt, TCI Letter to Alphabet
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 …
3 years, 11 months ago
Zoom Video Is More Than Just Virtual Meetings, With Sean Emory (Ticker: ZM)
Zoom Video Communications is most well known for its video conferencing product that became popular during the pandemic. The company offers more than…
3 years, 11 months ago