Allison Transmission Holdings Inc. (Ticker: ALSN) is an American manufacturer of automatic transmissions and hybrid propulsion systems for commercial vehicles. The company was founded in 1915 and is headquartered in Indianapolis, Indiana. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE...
Feb 09, 2023•50 min
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 Dive episodes and will also be available on YouTube. Google (listed under its parent company: Alphabet) provides various products and platforms around the world. It is likely that you use Google products every day. These services include ads, Android, Chrome, hardware, Gmail, Google Drive, Google Map...
Feb 07, 2023•1 hr 11 min
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** This episode is sponsored by Stratosphere.io, ...
Feb 05, 2023•1 hr 2 min
Wise provides cross-border money transfer services for personal and business customers. The company was founded in 2010 and is based in London, UK. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ **...
Feb 02, 2023•57 min
Salesforce provides customer relationship management technology. Customer Relationship Management (CRM) is a strategy and technology used to manage and improve business interactions with customers and potential customers. It is important to differentiate between CRM the acronym and CRM the ticker symbol for Salesforce. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and fu...
Jan 31, 2023•1 hr 8 min
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** This episode is sponsored by Stratosphere.io, ...
Jan 29, 2023•1 hr 3 min
Big Lots is a retail chain that sells a wide variety of discounted home goods. The company was founded in 1967 and is headquartered in Columbus, Ohio. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/...
Jan 26, 2023•45 min
Meta Platforms develops products that enable people to connect and share with friends and family. The company was formerly known as Facebook and changed its name to Meta Platforms in October of 2021. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Meta. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io, a we...
Jan 24, 2023•1 hr 3 min
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 topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** This episode is sponsored by Stratosphere.io, ...
Jan 22, 2023•1 hr
Altisource Asset Management operates an alternative lending company that provides liquidity and capital to institutional investors across the United States. The company was founded in 2012 in Christiansted, Virgin Islands. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CC...
Jan 19, 2023•1 hr 5 min
Amazon might be the most well know online retailer in the United States. The company offers more than just an online marketplace, they also have physical stores. Additionally, Amazon offers Amazon Web Services. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Amazon. Enjoy the show! ****************************** This episode is sponsored by Stratosp...
Jan 17, 2023•1 hr 10 min
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 topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** This episode is sponsored by Stratosphere.io, ...
Jan 15, 2023•1 hr 2 min
Interactive Brokers operates as an automated electronic broker worldwide. The company serves institutional and individual customers through approximately 150 electronic exchanges. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here:...
Jan 12, 2023•1 hr 18 min
Microsoft operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The company was founded in 1975 and is headquartered in Redmond, Washington. At the end of the month, we will publish an Arch Capital episode that will cover the company: Alphabet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Microsoft. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io,...
Jan 10, 2023•1 hr 1 min
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 topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ Interested in more of Paul's work? Find it here: https://substack.com/profile...
Jan 08, 2023•1 hr 2 min
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-growing industry. Listen in as Brett and Ryan ask questions about the cloud and what growth will look like over the next few years. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or ...
Jan 05, 2023•1 hr 5 min
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 Dive episodes and will also be available on YouTube. Wix operates a cloud-based platform that enables anyone to create a website. The company was founded in Tel Aviv, Israel in 2006. Brett and Ryan dive through Wix and outline the investment thesis for why we own the company in our Arch Capital limit...
Jan 03, 2023•1 hr 10 min
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 topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** This episode is sponsored by Stratosphere.io, ...
Jan 01, 2023•1 hr 1 min
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 about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ***************************** Want updates o...
Dec 29, 2022•44 min
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 of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of BigCommerce. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe w...
Dec 27, 2022•1 hr 1 min
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 can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Interested in becoming a member of 7investing ? Subscrib...
Dec 25, 2022•1 hr 1 min
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. Listen closely to learn more about this strategy and how Paul expects it to play out. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ **********...
Dec 22, 2022•59 min
Squarespace operates a platform for businesses and independent creators to build an online presence. The company enables its users to manage projects and businesses through custom websites. At the end of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Squarespace. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe w...
Dec 20, 2022•54 min
In this episode, we review many different companies that have made significant moves during the year. 7investing joins to give their incredibly well-researched analysis and opinions. Listen closely to find out if any of your holdings had newsworthy updates. Enjoy the show! ****************************** Interested in becoming a member of 7investing ? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ 7investing Year in Review: https:/...
Dec 19, 2022•50 min
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 can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Interested in becoming a member of 7investing ? Subscrib...
Dec 18, 2022•1 hr 4 min
Blackstone Inc. is an alternative asset management firm. The company is the largest alternative asset manager in the world and the largest real estate investor in the world. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ***************************...
Dec 15, 2022•59 min
GoDaddy is most well-known for its domain name registration service. The company assists customers at the initial stage of establishing a digital identity. At the end of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of GoDaddy. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your...
Dec 13, 2022•1 hr 10 min
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 can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Interested in becoming a member of 7investing ? Subscrib...
Dec 11, 2022•1 hr 2 min
Pacifico Airports manages, operates, and develops airports primarily in Mexico's Pacific region. The company's revenue is made through contracts, parking, advertising, and rental spaces inside the airport. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/check...
Dec 08, 2022•49 min
MercadoLibre operates an eCommerce platform primarily in Latin America. The company enables businesses, merchants, and individuals to list merchandise and conduct sales and purchases online. At the end of the month, we will publish an Arch Capital episode that will cover the company: Wix. Listen closely as Brett and Ryan go through the history, financials, and future prospects of MercadoLibre. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe...
Dec 06, 2022•1 hr 8 min
