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Today we are breaking down Watsco, the market leader in HVAC distribution with a unique value proposition. If you've ever had an air conditioning issue, there's a decent chance it was a Watsco distributor on the other side of that phone call. My guests today are Lucy Adams, Investment Director at Caledonia Investments, and Alan Murran, Co-Head of Public Companies at Caledonia Investments. Lucy and Alan help track the history of Watsco like the initial pivot from manufacturer to distributor and how Watsco formed relationships with the major OEMs like Carrier. We also dissect their reputation for a strong culture, with what has to be one of the most unique employee compensation plans in effect. Please enjoy this breakdown of Watsco. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:03:34) Watsco's Role in HVAC Distribution (00:04:40) Watsco's Business Model and Services (00:06:42) Real-World Example of Watsco's Impact (00:09:28) Market Position and Competition (00:12:55) Historical Evolution of Watsco (00:15:52) Exclusivity Agreements in HVAC Industry (00:18:05) Residential vs. Commercial Operations (00:21:04) Growth Strategies and M&A Philosophy (00:26:45) Carrier Joint Venture and Future Opportunities (00:29:40) Watsco's Multi-Brand Acquisition Strategy (00:31:34) Gross and Operating Margin Expansion (00:33:24) Pricing Strategies and Market Dynamics (00:35:16) Recurring Revenue and Business Model (00:37:36) Cash Flow Management and Capital Allocation (00:40:52) Technology Adoption and Digital Transformation (00:45:50) Incentive Programs and Ownership Culture (00:50:45) Risks and Competitive Landscape (00:55:02) Lessons from Watsco
If you like learning about the current news and improving your English for your next English conversation, this English lesson is for you. While watching a news clip about President Trump sending a letter to Iran, you will learn English phrasal verbs, English idioms, and other advanced English vocabulary that can really stump English learners.
BG 10.37Of the descendants of Vṛṣṇi I am Vāsudeva, and of the Pāṇḍavas I am Arjuna. Of the sages I am Vyāsa, and among great thinkers I am Uśanā.Please feel free to join our Kṛṣṇa Consciousness Telegram group chat (for both prabhujīs and mātājīs): https://t.me/iskmnews
FFoDpod.com Patreon Merchandise CC-BY-SA "SCP-572" by DrClef, from the SCP Wiki. Source: https://scpwiki.com/scp-572. Licensed under CC-BY-SA.
DOING LIFE: Daily Devotions For Finding Peace in Stressful Times
Faith leads to an abundant life, not necessarily an easy one!
Listen to today's Laugh Again with Phil Callaway, "The Hair Apparent." Enjoy!
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Exactly three years ago, Russia mounted a full-scale invasion of Ukraine, triggering a war that has killed more than 12,000 civilians, displaced 4 million people internally and created nearly 7 million refugees, according to the United Nations. Today, Russian forces occupy roughly 20% of Ukraine. Last week, President Trump falsely accused Ukraine of starting the war, called its president, Volodymyr Zelensky, a “dictator” and initiated talks with Russia – but not Ukraine – to end the conflict. Two members of the Ukrainian American community in the Portland area join us to share their perspectives: Tatiana Terdal, president of the Portland-Lviv Friendship City Association and a board member of the Ukrainian Foundation; and Yulia Brockdorf, a Ukrainian American psychotherapist in Hillsboro who is the co-founder and president of DAWN, a nonprofit which delivers medical supplies and humanitarian aid to Ukraine. Brockdorf and Terdal will speak at a war commemoration event on Monday, which will be held at Pioneer Courthouse Square in Portland from 5-8 p.m.
Damian Barrett and Sarah Olle bring you the latest footy news on AFL Daily. Nick Daicos' elevation to vice-captain of Collingwood shows he is the heir apparent to Darcy Moore as the clubs next skipper. How will he assist the Magpies in climbing back into the top 8 in 2025? Melbourne captain Max Gawn has sent a warning to the competition saying he is currently the fittest he has ever been. The AFL has made the decision to extend the SSP signing period on the back of ACL injuries to Jagga Smith (Carlton) and Andy Moniz-Wakefield (Melbourne) across the weekend. Subscribe to AFL Daily and never miss an episode. Rate and review wherever you listen to podcasts.See omnystudio.com/listener for privacy information.
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PREVIEW: COLOMBIA: Colleague Professor Evan Ellis reports on the apparent personal deterioration of President Gustavo Petro. More later. 1860 Colombia
SALE APPARENT •Distribution shipping schedules. •How did the 2025 “I Love You But I've Chosen Comics” sale do for us? •Shopify user permissions. •BONUS: Dal's favorite local chicken take-out restaurants. This episode is dedicated to chicken, in all its delicious, edible forms. ---------- This episode was NOT edited and transcribed by Cleanvoice. How'd it sound? Contest of Challengers #724 Theme: Adam WarRock (with Mikal kHill) Intro/Outro: James VanOsdol “Patrick” Voices: Richie Kotzen, Christopher Daniels, James Acaster, Sue (Trent's Mom), RJ City, Arune Singh, James VanOsdol “Dal” Voices: James VanOsdol, RJ City, Dalton Castle, Sue (Trent's Mom), Kevin Conroy, Kris Statlander, Skye Blue, Arune Singh Dal and Patrick Artwork: Daimon Hampton ----------Challengers Comics + Conversation 1845 N Western Ave • Chicago, IL 60647 773.278.0155 • ChallengersComics.com
Police have arrested the apparent leader of a cultlike group suspected in several homicides throughout the U.S. AP correspondent Donna Warder reports.
The Big Show with Andy and Brenden airs weekdays from 4 to 6 pm on the KTGR app! Download it for more Cardinals talk and coverage of the other Missouri teams daily!Andy and Brenden discuss whether Cardinals fans should be glad about the shift in direction of Nolan Arenado's future in St. Louis.
February 4th, 2025 Follow us on Facebook, Instagram and X Listen to past episodes on The Ticket’s Website And follow The Ticket Top 10 on Apple, Spotify or Amazon MusicSee omnystudio.com/listener for privacy information.
Speaker: Pastor Mabio Coelho Original Broadcast Date: February 1, 2025 Bulletin | Sermon Transcript YouTube video: https://youtu.be/0E7YQlT5jTo
#jdvance #rfkjr #america #prolife #news #hearings #vp Discord https://discord.gg/kfDggBh5Yg Contact me at cmplotlines@gmail.com ProselyTies https://proselyties.com?sca_ref=7626108.H0eVF8RBJkJdTM Code: plotlines Substack https://palantirshope.substack.com/publish/home
Kate and Michelle discuss active passivity and apparent competence by first explaining each concept in-depth, followed by sharing personal examples and skills that can help with shifting into a place of healthier balance when struggles with these states take place. Support the showIf you want to sign up for Kate's free DBT peer support group, you can sign up here: https://www.eventbrite.com/e/dbt-discussion-group-tickets-518237601617Check out our Etsy shop for DBT-inspired items and our journaling workbook (only $7.50!): https://www.etsy.com/shop/dbtandmeOur book, "DBT for Everyone" is available! Order your copy on Amazon here: https://www.amazon.com/Dbt-Everyone-Pitfalls-Possibilities-Better/dp/1839975881/Consider providing ongoing support to the podcast by becoming a patron at https://www.patreon.com/dbtandmeYou can join our facebook community here: https://www.facebook.com/groups/dbtandmepodcastCheck out our other podcast, The Couch and The Chair, on Apple Podcasts (https://podcasts.apple.com/gb/podcast/the-couch-and-the-chair/id1554159244) or on Spotify (https://open.spotify.com/show/3MZ8aZPoRKxGmLtFcR4S4O)If you need support/have questions, email us at dbtandmepodcast@gmail.com
02:00 NYT: Elon Musk and His Allies Storm Into Washington and Race to Reshape It, https://www.nytimes.com/2025/01/29/us/politics/elon-musk-trump-administration.html 14:50 MAGA's Big Tech Divide (Ezra Klein talks to James Pogue): https://www.youtube.com/watch?v=daNlhwAWnMA 18:00 The VP Choice: Vance vs. Walz (full documentary) | FRONTLINE, https://www.youtube.com/watch?v=4M_DlxA6330 55:00 NYT: As Establishment Warms to Trump, Elite Law Firm Takes On His Appeal, https://www.nytimes.com/2025/01/29/nyregion/trump-criminal-conviction-appeal.html 1:11:45 Transformative Trumpism, https://www.youtube.com/watch?v=dKz7F6qWfe4 1:17:00 Jesse Waters 1:30:00 DeepSeek AI, https://www.youtube.com/watch?v=rMI00YgsPH4 1:33:40 Donald Trump signs an executive order protecting children from transgender surgery, https://www.youtube.com/watch?v=dKz7F6qWfe4 1:47:00 Facebook agrees to pay Trump $25 million for censoring him after January 6, 2021 1:51:00 Maybe name the moon "Trump" as in "It's a full Trump this month!" 1:52:40 Trump defense department dominated by restraintists, https://www.youtube.com/watch?v=-kfoScU3qck 1:57:00 The American instinct is that the pragmatic and the moral are the same thing 1:58:00 Trump Slashes DEI and Anti-White Racism | Guest: Jeremy Carl | 1/24/25, https://www.youtube.com/watch?v=LZ6U3FHomRM 2:05:00 Nathan Cofnas: Was I Wrong about Woke?, https://ncofnas.com/p/was-i-wrong-about-woke 2:17:50 The "Langer Affair" (Part 1) || Dr. Marc Shapiro, https://www.youtube.com/watch?v=s5G3VobizsA 2:19:00 Great Controversy in Israeli Batei Din - The Langer Case, https://www.koltorah.org/halachah/great-controversy-in-israeli-batei-din-the-langer-case-by-benzion-rotblat-21 https://odysee.com/@LukeFordLive, https://rumble.com/lukeford, https://dlive.tv/lukefordlivestreams Superchat: https://entropystream.live/app/lukefordlive Bitchute: https://www.bitchute.com/channel/lukeford/ Soundcloud MP3s: https://soundcloud.com/luke-ford-666431593 Code of Conduct: https://lukeford.net/blog/?p=125692 http://lukeford.net Email me: lukeisback@gmail.com or DM me on Twitter.com/lukeford, Best videos: https://lukeford.net/blog/?p=143746 Support the show | https://www.streamlabs.com/lukeford, https://patreon.com/lukeford, https://PayPal.Me/lukeisback Facebook: http://facebook.com/lukecford Book an online Alexander Technique lesson with Luke: https://alexander90210.com Feel free to clip my videos. It's nice when you link back to the original.
Will goes in depth into Trump's trips to North Carolina and California yesterday. Also: No tax on anything?
"PREVIEW: CANADA: TRUDEAU: TARIFFS: Colleague Charles Burton looks to Conservative Leader Pierre Poilievre to restore U.S.-Canada balance on trade and security, following the Trudeau government's apparent shortcomings in these areas. More tonight." 1920 Alberta
Trump declares national emergency at southern border, saying "illegal entry will immediately be halted" as Elon Musk thanks supporters for giving racist mandate with what appeared to be a racist style salute. Anthony Davis reports. Join this channel for exclusive access and bonus content: https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g/join Five Minute News with Anthony Davis is an Evergreen Podcast, covering politics, inequality, health and climate - delivering independent, unbiased and essential news for the US and across the world. Visit us online at http://www.fiveminute.news Follow us on Bluesky https://bsky.app/profile/fiveminutenews.bsky.social Follow us on Instagram http://instagram.com/fiveminnews Support us on Patreon http://www.patreon.com/fiveminutenews You can subscribe to Five Minute News with your preferred podcast app, ask your smart speaker, or enable Five Minute News as your Amazon Alexa Flash Briefing skill. Please subscribe HERE https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g?sub_confirmation=1 CONTENT DISCLAIMER The views and opinions expressed on this channel are those of the guests and authors and do not necessarily reflect the official policy or position of Anthony Davis or Five Minute News LLC. Any content provided by our guests or authors are of their opinion and are not intended to malign any religion, ethnic group, club, organization, company, individual or anyone or anything. Learn more about your ad choices. Visit megaphone.fm/adchoices
You can also find GEO Podcast or all the major podcast capture platforms!(Go on...subscribe and do not miss the new episodes)In this episode, I explain what apparent polar wandering curves are and how the information was then used to work out the position of the continents over time. Visit our GEOetc Members Section - Over 100 teaching resources that are classroom-ready to help you teach Earth science. Check them out!Support the show
Passage: 1 Samuel 17 Speaker: Andrew Sach Series: The Doctrine of Providence Video: https://youtu.be/dD0q_ujjiO4
durée : 00:04:22 - Le Reportage de la rédaction - Méconnue du grand public, il y a encore quelques mois, la boccia a été l'un des sports phare des Jeux. Apparenté à la pétanque, il doit en grande partie sa popularité à l'athlète Aurélie Aubert, première médaille d'or française. Depuis, la discipline connaît un succès inédit. Reportage.
durée : 00:05:24 - Le Reportage de la rédaction - Méconnue du grand public, il y a encore quelques mois, la boccia a été l'un des sports phare des Jeux. Apparenté à la pétanque, il doit en grande partie sa popularité à l'athlète Aurélie Aubert, première médaille d'or française. Depuis, la discipline connaît un succès inédit. Reportage.
White House aides hid Biden’s apparent mental decline from Day 1 of his presidency, explosive report reveals Please Subscribe + Rate & Review KMJ’s Afternoon Drive with Philip Teresi & E. Curtis Johnson wherever you listen! --- KMJ’s Afternoon Drive with Philip Teresi & E. Curtis Johnson is available on the KMJNOW app, Apple Podcasts, Spotify, Amazon Music or wherever else you listen. --- Philip Teresi & E. Curtis Johnson – KMJ’s Afternoon Drive Weekdays 2-6 PM Pacific on News/Talk 580 & 105.9 KMJ DriveKMJ.com | Podcast | Facebook | X | Instagram --- Everything KMJ: kmjnow.com | Streaming | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.
Russia's central bank surprised markets by keeping its key interest rate at 21%
Read OnlineThis is how the birth of Jesus Christ came about. When his mother Mary was betrothed to Joseph, but before they lived together, she was found with child through the Holy Spirit. Joseph her husband, since he was a righteous man, yet unwilling to expose her to shame, decided to divorce her quietly. Matthew 1:18–19Mary's pregnancy was truly mysterious. In fact, it was so mysterious that even Saint Joseph initially couldn't accept it. But, to Joseph's defense, who could accept such a thing? He was faced with what was a most confusing situation. The woman to whom he was engaged was suddenly with child, and Joseph knew he was not the father. But he also knew that Mary was a holy and pure woman. So, naturally speaking, it makes sense that this situation simply did not make immediate sense. But that's the key. “Naturally speaking” this did not make immediate sense. The only way to understand the situation of Mary's sudden pregnancy was through supernatural means. Thus, an angel of the Lord appeared to Joseph in a dream, and that dream was all he needed to accept this mysterious pregnancy in faith.It's amazing to consider the fact that the greatest event to ever take place in human history happened under a cloud of apparent scandal and confusion. The angel revealed the deep spiritual truth to Joseph secretly, in a dream. And though Joseph may have shared his dream with others, it's most likely the case that many people still assumed the worst. Most would have presumed that Mary was pregnant either by Joseph or by someone else. The idea that this conception was the working of the Holy Spirit would have been a truth beyond what their friends and relatives could ever comprehend.But this presents us with a great lesson about judgment and the action of God. There are countless examples in life when God and His perfect will lead to judgment, apparent scandal and confusion. Take, for example, any martyr of old. We now look at the many acts of martyrdom in a heroic way. But when the martyrdom actually happened, many would have been deeply saddened, angered, scandalized and confused. Many, at the time of a loved one being martyred for the faith, would be tempted to question why God permitted this.The holy act of forgiving another could also lead some to a form of “scandal” in life. Take, for example, the crucifixion of Jesus. From the Cross, He cried out, “Father, forgive them…” Were not many of His followers confused and scandalized? Why didn't Jesus defend Himself? How could the promised Messiah have been found guilty by the authorities and killed? Why did God allow this? Reflect, today, upon the mystery of God's actions in life. Are there things in your own life that are hard to accept, to embrace, or to understand? Know that you are not alone in this. Even Saint Joseph experienced this. Prayerfully commit yourself to a deeper faith in God's wisdom in the face of any mystery with which you struggle. And know that this faith will help you to live more fully in accord with the glorious wisdom of God. Lord, I turn to You with the deepest mysteries of my life. Help me to face them all with confidence and courage. Give me Your mind and Your wisdom so that I can walk each day in faith, trusting in Your perfect plan, even when that plan appears mysterious. Jesus, I trust in You.Source of content: catholic-daily-reflections.comCopyright © 2024 My Catholic Life! Inc. All rights reserved. Used with permission via RSS feed.Featured image above: Scenes from the life of Christ on the ceiling: the dream of St Joseph, via Wikimedia Commons
Is the 'any number' gimmick getting played out? Or are there new and interesting ways WOTC can still do it? Can we find fun and unique strategies with these cards? Come hear what we think.This week's community-submitted decklist: https://archidekt.com/decks/9882281/wabbit_seasonHuge thank you to our sponsors, Fusion Gaming Online. They're your source for all of your gaming needs. You can find them here: www.FusionGamingOnline.com. You want a 5% discount off all of your MTG order? Head over to Fusion Gaming Online and use exclusive promo code: CCOHOLIDAY at checkout.Want your deck or topic featured on Commander Cookout Podcast? Check out the reward tiers at Patreon.com/CCOPodcast. There are a lot of fun and unique benefits to pledging. Like the CCO Discord or getting your deck featured on the show.Ryan's solo podcast, Commander ad Populum:https://www.spreaker.com/show/commander-ad-populumInterested in MTG/Commander History? Check out Commander History Podcast: https://www.spreaker.com/podcast/mtg-commander-history--6128728You can listen to CCO Podcast anywhere better podcasts are found as well as on CommanderCookout.com.Now, Hit our Theme Song!Social media:https://www.CommanderCookout.comhttps://www.Instagram.com/CommanderCookouthttps://www.Facebook.com/CCOPodcast@CCOPodcast and @CCOBrando on Twitterhttps://www.Patreon.com/CCOPodcasthttps://ko-fi.com/commandercookout