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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…
The skinny
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