May 13, 2021 - On today’s podcast, we welcome special guest Githesh Ramamurthy, Chairman and CEO of CCC Information Services, a leading SaaS platform for the property and casualty insurance economy. CCC recently announced a merger with Dragoneer Growth Opportunities in a $7 billion deal.
On the podcast, Githesh discusses:
-How CCC has evolved over the 30 years in which Githesh has been at the company
-What it is like taking CCC public, then private, and now public again
-Why they only considered Dragoneer Growth Opportunities out of all SPACs
-Key growth opportunities and their approach to M&A
-The investment case for CCC stock
-And more
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#26: Currency Wars: A Race To The Bottom
#25: Beyond Ridiculous: What to Do When Insiders Cash Out?
#24: Here Come the Rate Cuts!
#23: Netflix in Flux
#22: SPAC Attack
#21: The Trade War Truce
#20: Deals Deals Deals! The M&A Episode
#19: Is Facebook's Libra Stablecoin REALLY a Cryptocurrency?
#18: The Bond Market IS the Dumb Money
#17: SEC Goes After Crypto
#16: Another Trade War?!
#15: Retirement of a Hedge Fund Legend
#14: What is AlphaRank?
#13: The Trade War
#12: Buffett's Billions
#11: The Private Equity Mirage
#10: Zoom and the Inefficient Market
#9: 100 Billion Dollar Deals
#8: The Future of Value Investing
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