The investment case for Nelnet, Dropbox and Match Group | Arch Capital

We're chatting to Brett Schafer and Ryan Henderson from Arch Capital, a hedge fund based in Seattle. Brett and Ryan also host the Chit Chat Money podcast. We love that Brett and Ryan are super public about their holdings, which gives us plenty to chat about in this podcast. We’ve chosen three to unpack in more detail.

First, the largest holding in the Arch Capital fund - Nelnet (NNI) and as they’ve written “Has this student loan company turned itself into the next Berkshire Hathaway?” Then it's to Dropbox (DBX) - which is just outside top 10 holding in Arch Capital fund, but an interesting one to unpack given the competitors and the share price movement (down 20% past 5 years). Then we turn to Match Group (MTCH)... cause money may not buy love, but love can make money. Match Group, owner of Tinder and dozens of other dating platforms, is the third largest holding in Arch Capital’s fund.

Also, don't forget – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia. Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you!

Want more Equity Mates? Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

*****

Equity Mates Investing Podcast is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.