CCM Ep. 48: Interview With Sean Emory
On this week’s Chit Chat Money we talked with the founder of Avory & Co. Sean Emory. Sean is an experienced investor, and his firm focuses on buying innovative companies at good prices. We had a ranging talk discussing China, SaaS stocks, subscription services, and much more. Other Segments this Week: Disney sells YES Network to Sinclair and Amazon Going over Peloton S-1 Succession episode 4 recap (should Greg be teaching game theory at Harvard?) Listen to the full show: Spot
CCM Ep. 45: Disney Bundle, Uber Earnings, and an Interview with Matt Cochrane
On this week’s Chit Chat Money I had the pleasure of interviewing Matt Cochrane, a writer and contributor over at the Motley Fool. We talked for over 30 minutes on a variety of investing topics including: Why he is public with his portfolio holdings Big tech stocks Why he is a big fan of Mastercard, Square, and PayPal Disney’s digital initiatives Other Segments this Week: Uber/Lyft Earnings Recap of Succession episode 1 Disney’s new DTC bundle Listen to the full show: Spotify
Interview With Todd Wenning
On this week’s Chit Chat Money I had the pleasure of interviewing Todd Wenning from Ensemble Capital. Todd is an analyst at Ensemble but has spent time at numerous financial institutions like the Motley Fool and Vanguard. Here are some of the topics we discussed in our 30 minute interview: Ensemble’s investing strategy the Innovation Hype Cycle Hyperbolic Discounting Idiosyncratic Investing Advice he would give to someone starting out in investing Listen to the full show: Spo