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
Deep Dive: Jeff Moore Discusses Thryv Holdings
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes This was Jeff's first time joining the show, and we got to hear his pitch on...
Lennar Corporation: Not So Deep Dive
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: Lennar is the largest homebuilder in...
Deep Dive: Brian Feroldi Discusses Zillow
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes Brian Feroldi joins us once again to talk Zillow, an online...
Upwork: Not So Deep Dive
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: Upwork is the world’s largest work...
Deep Dive: Alex Morris Discusses Airbnb
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes Alex (otherwise known as the Science of Hitting on Twitter), came back to...
Grow Generation: Not So Deep Dive
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: GrowGeneration is the largest...
Deep Dive: Matt Cochrane Discusses Square and Afterpay
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes It was great to have longtime show guest Matt Cochrane back on to discuss...
Fulgent Genetics: Not So Deep Dive
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: Fulgent Genetics is a genetic testing...
Deep Dive: Luis Sanchez Discusses MoneyGram International
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes It was awesome to have Luis back on the show (he discussed Avid Technology,...
Just Eat Takeaway: Not So Deep Dive
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube (We messed up the recording, so no video for this episode. You can...
Deep Dive: Simon Erickson Talks Affirm
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes It was great to have Simon back on the show. Here are the questions we asked...
Ocado Group: Not So Deep Dive
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: Ocado Group is a robotics/logistics...
Does Price Actually Matter In Investing? (Yes, of Course It Does)
A popular investing strategy these days is to ignore valuation. You may think I’m joking, but there are thousands of investors out there...
Deep Dive: From Growth to Value Talks Fiverr
Listen On: Spotify Google Podcasts Apple Podcasts Show Notes It was great to have Kris, otherwise known as From Growth to Value, on the...
Bonus Interview: Procore CEO Tooey Courtemanche
Listen on: Spotify Google Podcasts Apple Podcasts Had the pleasure of talking with Procore CEO Tooey Courtemanche this week for a bonus...
Doximity: Not So Deep Dive
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes Ryan) What they do: Doximity is the leading digital...
Latch: No So Deep Dive
Listen On: Spotify Google Podcasts Apple Podcasts Watch on YouTube Show Notes (Ryan) What they do: Latch says their mission is to...