• Brett Schafer

Episode 107: Roundtable Discussion With Ian and Brad

Listen on:

  1. Spotify

  2. Apple Podcasts

Debrief

  1. We mixed it up this week and did an investing roundtable with me, Ryan, Ian Gray, and Brad Freeman, the two guys who join us on Thursdays and Sundays. We all pitched an idea we have been researching and then went around looking for feedback.

  2. Ryan’s pick was Procore, a construction management software company that is going public soon (ticker will be PCOR, I believe). Here is their S-1.

  3. Brad’s pick was the Advisor Shares U.S. Cannabis ETF (ticker: MSOS). Here is a link to their offering page.

  4. Ian’s pick was 1847 Goedecker (ticker: GOED), a microcap appliance company. Here is a link to their IR page.

  5. My pick was Intellicheck (ticker: IDN), a microcap identity verification company. Here is a link to their IR page.

  6. We also discussed the big railroad merger, and why investors like us have ignored the industry even though it has consistently strong businesses with huge competitive advantages.

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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this podcast.

#GOED #IDN #MSOS #Procore

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