This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube.
Airbnb, Inc. (ABNB) is a global online marketplace for lodging that provides a convenient platform for indiv ... Show More
Apr 24
Earnings Digest (TSLA, INTC, AXP, PM); Tim Cook's Farewell; Avis Goes Full GameStop $CAR; Playing a Potential SpaceX/Tesla Merger?
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:15) Tim Cook's Legacy at Apple(08:20) ServiceNow's Earnings and AI Focus(11:28) Software Sector and Valuation Co ... Show More
1h 4m
Jan 2023
374: Private Equity: Passive, Profitable Investments You’ve Probably Never Heard Of
Private equity is a term often left undefined. Ask most people if they’ve heard of private equity, and they’ll say yes. But ask them to explain what it is or how it works, and most Americans will struggle to come up with even a sentence. The industry of private equity investing i ... Show More
55m 44s
Mar 2017
Trish and James Higgins of Chenmark Capital - Permanent Equity - [Invest Like the Best, EP.28]
My guests this week are Trish and James Higgins, who run Chenmark Capital Management. In this episode we continue to explore a style of investing I call Permanent Equity. Returns in permanent equity come first from the ongoing cash flows of portfolio companies, not from reselling ... Show More
1h 4m
Mar 2024
Arcadea Group - Permanent Capital Investing in Vertical SaaS - [Art of Investing, EP.14]
Our teachers today are Daniel Eisen and Paul Yancich, co-founders of Arcadea Group. Arcadea is a private market, long-duration investor building a permanent home for high-quality, vertical market software companies.
Today, we sit down with an example of next-generation talent in ... Show More
1h 37m
Feb 2024
Ali Hamed - Building an Investment Firm - [Invest Like the Best, EP.362]
My guest today is Ali Hamed. Ali was first on Invest Like the Best six years ago. He was 26 at the time and four years into building his investing firm, CoVenture. Both then and now, Ali is an example of what’s possible when you think creatively. Six years later, CoVenture now ma ... Show More
1h 30m
Feb 2017
Alex Moazed – Building Modern Monopolies - [Invest Like the Best, EP.25]
My guest this week is Alex Moazed, the co-author of Modern Monopolies: What It Takes to Dominate the 21st Century Economy, which explores the platform business model (Uber, Airbnb, Github). Alex is also the founder and CEO of Applico, a company that he started in his dorm room th ... Show More
1h 16m