• Brett Schafer

Investing Power Hour #10: Potential Roku Buyout, $ZM Discussion, Anti-ESG ESG



Listen On:

  1. Spotify

  2. Google Podcasts

  3. Apple Podcasts

Discussed this week:


  • Roku's rumored buyout from Netflix and whether it makes sense

  • Zoom Video earnings and whether the stock looks attractive at these levels

  • Whether ESG investors should own the companies they hate if they want to enact the most change


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 show.

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