Aaron Chan
From Recurve Capital, Aaron Chan is a value investor who shares his deep research and analysis on various companies and stocks.
Best podcasts with Aaron Chan
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27 snips
Feb 4, 2025 • 1h 13min
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model
Aaron Chan, Founder and Managing Partner at Recurve Capital LLC, shares his expertise on Carvana, the major player in online used car sales. He discusses the nuances of its disruptive business model, comparing it to Netflix's transformation in entertainment. Chan highlights the company's unique advantages, like operational efficiencies and national presence, while addressing the volatility that attracts short sellers. He also speculates on future growth potential and the significant market dynamics that could shape Carvana's success.
Jun 11, 2025 • 1h 26min
Recurve Capital's Aaron Chan on Cogent $CCOI
Aaron Chan from Recurve Capital shares his insights as a value investor. He dives into the legacy business of Cogent Communications, tackling the strategic implications of its Sprint acquisition. The discussion reveals CEO Dave Schaeffer's vision and the intricate financial transformations underway. They analyze network resilience, competitive pricing strategies, and the impact of AI on market dynamics. Chan also touches on leadership implications and how operational control can drive efficiency and growth in the digital infrastructure domain.
