Podcast Episodes
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IDT Corporation: A Spinoff Machine (Ticker: IDT) with Rich Howe
IDT operates through three segments: Fintech; net2phone-UCaaS (Unified Communications as a Service); and Traditional Communications. Listen as Brett …
4 years, 1 month ago
NVR (NVR) | Not So Deep Dive
NVR is a homebuilder in the United States. The company has two segments: Homebuilding and Mortgage Banking. The company has a unique strategy in its …
4 years, 1 month ago
Investing Power Hour #26: $GOOG Drops Stadia, Making money vs. Being Right, Is Housing Doomed?
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 …
4 years, 1 month ago
Why We Own Electronic Arts (Ticker: EA)
This is an Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.
Elect…
4 years, 1 month ago
Ally Financial: A Share Cannibal With a Growing Deposit Base (Ticker: ALLY) with Jacob Franklin
Ally Financial offers various digital financial products and services to consumer, commercial, and corporate customers. The company operates through …
4 years, 1 month ago
Rovio Entertainment (ROVIO) | Not So Deep Dive
Rovio Entertainment creates, develops, and publishes mobile games. The company is most popular for creating Angry Birds. Rovio was founded in 2003 in…
4 years, 1 month ago
Investing Power Hour #25: $BYND COO Gets Nosey, $IAC SOTP, Is the Gig Economy Screwed?
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 …
4 years, 1 month ago
Is Build-A-Bear Workshop Stuffed With Value? With Strat Becker (Ticker: BBW)
Build-A-Bear is well known for its retail shops where customers can create their own plush toy animals. The company operates through three segments: …
4 years, 1 month ago
Capcom (Ticker: CCOEF) | Not So Deep Dive
Capcom is a Japanese video game developer and publisher. The company has various product lines including video games, online games, mobile games, and…
4 years, 1 month ago
Investing Power Hour #24: $ADBE Acquires Figma, Twilions get laid off, Coinbase Manipulates Users
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 …
4 years, 1 month ago