Deep Dive: Ben Claremon Discusses E.W. Scripps Stock
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes It was our pleasure to talk with Ben, a first-time guest on the show, about...
Not So Deep Dive: Remitly Stock
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: “Remitly is a leading digital...
Deep Dive: Matt Cochrane Discusses Facebook/Meta Platforms
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes Matt from 7investing is one the show once again, this time discussing...
Bonus Interview: Unraveling the Tether Mystery With Bennett Tomlin
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes We got a bonus interview for everyone this week. Bennett Tomlin has been...
Not So Deep Dive: Shopify Stock
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: Shopify is a commerce platform that...
Deep Dive: Conor Mac Discusses Clearwater Analytics Stock (Ticker: CWAN)
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes It was a pleasure to have Conor Mac back on the show, who runs the great...
Not So Deep Dive: Peloton Stock (Ticker: PTON)
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: Peloton is an interactive fitness...
Deep Dive: Aaron Edelheit Discusses Nelnet Stock (Ticker: NNI)
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes Aaron joined the show again to talk about one of his favorite companies:...
Not So Deep Dive: Snap Stock (Ticker: SNAP)
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: Snapchat is a mobile-only messaging...
Deep Dive: Chris Seifel Discusses Kulicke and Soffa Stock (Ticker: KLIC)
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes It was a pleasure to have Chris back on the show to discuss Kulicke and...
Not So Deep Dive: Twilio Stock (Ticker: TWLO)
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: Twilio is a cloud communications...
Deep Dive: Jim Gillies Discusses International Petroleum Stock
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes It was a pleasure to have Jim back on the show. If you're interested in more...
Not So Deep Dive: Toast Stock (Ticker: TOST)
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: The first line of the S-1, “Toast is a...
Deep Dive: Phillip Martinelli Talks Swedish Match
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes It was a pleasure to have Phillip take the time to discuss Swedish Match on...
Not So Deep Dive: 23andMe
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: 23andMe is a direct-to-consumer...
Q3 2021 Roundtable With Ian and Brad
Listen On: Spotify Google Podcasts Apple Podcasts This week we have our quarterly roundtable with Ian Gray and Brad Freeman. The four of...
Dutch Bros: Not So Deep Dive
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: 1st line of the S-1, “Dutch Bros is a...
Deep Dive: Maxx Chatsko Discusses Verve Therapeutics
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes We had Maxx from 7investing back on the show to discuss Verve Therapeutics,...
SoFi Technologies: Not So Deep Dive
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: The first line in their S-1 is, “We...
Spotify: An Audio Lollapalooza
We just published a report on Spotify stock for Arch Capital, which you can find here: https://www.archcapitalfund.com/letters