This form is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. (AMZN) is a multinational technology company that revolutionized e-commerce and expanded into various industries, offering a vast selection of products, cloud computing services, and streaming media, while continuously innovating and disrupting traditional business models. A place for Chit-Chat, A drink from CHIT CHA. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Brett and Ryan dive through Airbnb and outline the investment thesis for why we don't own the company in our Arch Capital limited partnership. (ABNB) is a global online marketplace for lodging that provides a convenient platform for individuals to rent out their properties or book accommodations, though it navigates regulatory complexities and travel demand fluctuations. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube.Īirbnb, Inc. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. This is our monthly Arch Capital episode. Arch Capital and its partners may hold securities discussed on this show. Reviews arent verified, but Google checks for and removes fake content when its identified. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Russian chit chat or, Sketches of a residence in Russia. Interested to see more of Jacob's work? Find him on Seeking Alpha: ĭisclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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Want updates on future shows and projects? Follow us on Twitter: 17 hours ago Welcome to Chit Chat Money Plus We have just launched a new service for the show, a premium podcast feed called Chit Chat Money Plus. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. (FI) is a global provider of financial services technology solutions, specializing in digital banking and payments for financial institutions, businesses, and consumers.
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