Nelnet, Inc. Class A

Today we released our recurring Arch Capital episode on Chit Chat Money covering Nelnet $NNI


The student loan originator turned diversified conglomerate has a fantastic track record of capital allocation, trustworthy management, and trades at a discounted share price. There's not much else I need to see before making an investment.

Listen/watch the show wherever you get your podcasts:

Spotify: [https://open.spotify.com/episode/7ikk9Caho0FgW7FVDjKhd9?si=k3XeB2DYQS2ef19qO89buw](https://open.spotify.com/episode/7ikk9Caho0FgW7FVDjKhd9?si=k3XeB2DYQS2ef19qO89buw)

YouTube: [https://www.youtube.com/watch?v=ALkfl5vOcgk](https://www.youtube.com/watch?v=ALkfl5vOcgk)

Listen to this episode from Chit Chat Stocks on Spotify. This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube. Nelnet (Ticker: NNI) has a diversified business model that includes student loan servicing, tuition payment processing, and digital learning platforms, NNI has been able to adapt to changing market conditions and deliver strong financial results. Brett and Ryan dive through Nelnet and outline the investment thesis for why we own the company in our Arch Capital limited partnership. ****************************** What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/ ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Timestamps Company Background | (4:40) Business Services | (15:00) Nelnet Bank | (37:07) Management | (49:07) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

https://open.spotify.com/episode/7ikk9Caho0FgW7FVDjKhd9?si=k3XeB2DYQS2ef19qO89buw

Why We Own Nelnet (Ticker: NNI)

This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episo...

https://www.youtube.com/watch?v=ALkfl5vOcgk

Why We Own Nelnet Stock (Ticker: NNI)

Why We Own Nelnet Stock $NNI

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 