Episode 99: Interview With Kyler Hasson
***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** Listen on: Spotify Apple Podcasts Debriefing Ryan’s topic concerning Brooklyn Investor’s latest blog post was timely and a good read if you are feeling nervous/scared with this speculative market. The “just don’t own Pets.com!” quote really stuck with me. My topic was GameStop. We recorded before the Melvin Capital blow-up but thought it was fun nonetheless. I would never to
Episode 87: Talking with Matt Cochrane and The Science of Hitting
On episode 87 we had a fantastic hour-long discussion with Matt Cochrane from 7investing and The Science of Hitting (his Twitter pseudonym). We covered Comcast vs. Roku, whether Facebook’s headwinds are overblown, and the battle between fintech and the big banks. I learned a ton from this discussion and think any listener will too. YouTube Link (Interview is audio-only) Spotify Link Screenshot Summary Brett’s news story: Can browsing eCommerce make it in the west? (1:53) Ryan
CCM Episode 69: Interview With Trevor Muchedzi
This week we got back onto the interview grind and had a conversation with One Transaction Capital’s founder Trevor Muchedzi. We had a wide-ranging conversation covering his investment style, how his fund works, and even some individual companies. Other Segments this Week: State of cashless payments Google breaks out YouTube financials Last/worst/best stock and why? Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/4Vt6lHAkiYgHLP
CCM Episode 62: A Letter to Twitter
This week we discussed Scott Galloway’s activist letter to the Twitter board and Google’s co-founders finally stepping away from the company. We did not do an interview this week, but we have a fascinating one lined up for next week. Stay tuned. Other Segments this Week: Notes from an essay on business in China Are tests overrated? FMK between Apple, RH, and Wynn Resorts Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/4y7kFyaUe
CCM Ep. 57: Drunk Yield Curve and Bearish Whistleblowers
No interview on the show this week, but still a ton of news to talk about in the business world. I dug into the food delivery market and concluded that at least right now, it is a terrible business. Ryan talked about Google acquiring Fitbit. Other Segments this Week: Our Halloween costumes according to Ramp Capital Is Jim Simons the best investor ever? Amazon’s amazing value proposition Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/e
Fundamental Analysis of Alphabet
On the latest Fundamental Analysis Show we discussed Alphabet (GOOG), the parent company of Google. Highlights from the Show: Decent valuation, tremendous margins, huge moat Would the businesses be worth more if broken up? ROIC consistently above 20% FCF margin of 18.71% Listen to the full show: Spotify Apple Podcasts Google Podcasts #Stocks #Google #Investing #Alphabet #FundamentalAnalysis #Finance