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Daniel Mahncke and Shawn O'Malley take a deep dive into Copa Holdings — the Panama-based hub-and-spoke airline whose investment case now turns on two of the most debated questions in the stock today: whether Copa is a structural exception to the airline curse — protected by a geography no rival can copy and a cost base only a handful of carriers in the world can match — or whether even the best airline in the Americas eventually gets pulled into the same gravity that has destroyed value for nearly every other carrier. Some investors believe Copa is a structural exception the market consistently underprices because it's lumped in with the broader sector, with a Panama hub at the geographic center of the hemisphere that lets it serve 85 destinations using nothing but single-aisle 737s, a sub-6¢ ex-fuel cost base only Ryanair, Wizz Air, and a couple of others can match, a 99.8% completion rate that turns the "missed flight" tax hammering other carriers into one of Copa's structural cost advantages, and a 38-year CEO who has refused to expand into Europe or chase growth at any price. Join Daniel Mahncke and Shawn O'Malley as they work through whether Copa's hub-and-spoke economics are genuinely uncopiable or just holding off the gravity that has eventually captured nearly every other airline, examine what Copa's structural advantages actually look like in 2026 versus the "all airlines destroy capital" narrative the market still anchors to, and assess whether Copa Holdings deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:47) Why airlines are such a tough business to be in (00:02:49) What Buffett and other superinvestors think (00:16:05) Why Copa is different than other airlines (00:30:41) How being the best-in-class business can change the investors' outcome (00:36:37) How Copa built its moat (00:55:35) How Copa can defend its moat (01:17:25) Valuation discussion of Copa (01:19:47) Whether Copa is valued attractively (01:22:31) Whether Shawn and Daniel add CPA to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Try out our Portfolio Review Submit Tool. Check out the Value Investor Club Article. Read the Asymmetric Edge Substack Article. Warren Buffett on the Airline Industry in his Annual Letters. Follow Shawn on X and LinkedIn. Follow Daniel on X and LinkedIn. Check out our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Jason and Krystal take you behind the scenes of the Charlotte and Knoxville workshops! From lighting models through the slats of a mule barn with continuous LEDs to transforming a shuttered country bar into a cinematic playground using flash, fans, and modifiers, This episode is packed with practical photography lessons and unforgettable road stories. Hear how the MagMod gear helped shape the shoots, how workshop attendees learned to adapt when the "perfect" gear wasn't available, and why turning a monolight into a constant light source can save the day.Along the way, there was an impromptu brake replacement in an AutoZone parking lot, a mosquito-infested posing session in Knoxville, a two-light flash setup that lit up an entire forest, and a nighttime LED shoot in front of the iconic Tennessee Theatre while fending off curious scooter riders determined to get Krystal's attention.The road trip wraps up with great sushi, great memories, and a look ahead to San Francisco, an upcoming Iceland scouting trip, and the next round of Mini Masterclasses coming soon to the Pacific Northwest and beyond.Real Talk. Raw Stories. No B.S.
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Where is the money coming from that is fueling this technology rally? No one knows for certain, but there are some concerning signs that suggest many investors may not have the cash to support their positions and are instead relying on borrowed money to drive the rally higher. One metric we continue to monitor closely is margin debt, a potentially dangerous tool that has now reached record levels. Margin debt hit a record $1.304 trillion in April, an increase of 6.8% from the previous month. On a year-over-year basis, margin debt surged 53.3%, highlighting the growing use of leverage in the market. Looking at US margin debt as a percent of real GDP, it just hit 5.2%. According to FINRA data that is an all-time high and during the dot-com era it was around 2% - 3%. The risk with margin debt is that when stock prices decline, investors may receive a margin call requiring them to deposit additional funds into their accounts. If they are unable to meet that requirement, their broker can automatically liquidate positions to cover the shortfall. While margin rules vary based on several factors, you could be in hot water if your equity drops more than 25%. With margin debt at such elevated levels, even a modest setback in the semiconductor or broader technology sector could trigger a chain reaction of forced selling as investors scramble to meet margin calls. Some investors may choose to exit positions before receiving a margin call, particularly if they become uncomfortable with the amount of leverage they have assumed. In those situations, emotions can accelerate selling pressure and amplify market volatility. Technology and semiconductor stocks are already trading at elevated valuations. Adding substantial amounts of borrowed money to an already expensive market increases the risks and leaves investors vulnerable if market sentiment shifts. Car Sales Are Down, and I Think That's a Good Thing In 2019, consumers in the United States were buying roughly 17 million cars and trucks each year. This year, vehicle sales are expected to reach only about 16 million. Many consumers complain that new-car prices are simply too high, with the average new vehicle now costing around $50,000. Currently, only about 25% of new vehicles sold in the U.S. are priced between $25,000 and $35,000. I believe this trend is actually a positive development. For too many years, automakers focused on producing as many vehicles as possible in an effort to gain market share. In the long run, this proved to be a poor business strategy. Over the years, several manufacturers required government bailouts, while others filed for bankruptcy, hurting shareholders, creditors, employees, and communities. Of course, consumers benefited from this excess production. They could often find heavily discounted vehicles, generous incentives, and large rebates. However, those deals were frequently the result of an unsustainable business model. Today, automakers, led by executives such as Mary Barra of General Motors, have adopted a different approach. Rather than producing excess inventory simply to increase market share, they are focusing on profitability and financial discipline. What a novel idea for a business. Ultimately, making a profit is the primary objective of any business. Consumers have already begun adapting to higher vehicle costs. The average age of cars on U.S. roads has climbed to 13 years, up from less than six years in 1970, reflecting a growing tendency to hold onto vehicles longer. As a result, many consumers may need to take better care of their cars and keep them in service for more years, a choice that is often financially prudent anyway. Others may increasingly turn to high-quality used vehicles rather than purchasing new ones. The industry's renewed commitment to profitability has also made some automakers more attractive investments. Strong cash flow, healthier balance sheets, and improved earnings have created value for shareholders while helping companies avoid the financial distress that plagued the industry in the past. I do not expect this trend to change anytime soon, and in my view, that is a good thing. The May jobs report delivered another reminder that the U.S. economy remains on solid footing Employers added 172,000 jobs in May, well above expectations of 80,000, and the broader trend is becoming increasingly encouraging. Over the last three months, job growth has seen gains of 214k, 179k, and now 172k in May, an improvement from the pace we've seen really since the beginning of 2025. Rather than slowing, the labor market appears to be finding a sustainable rhythm that balances continued hiring with moderating inflation pressures. One of the most notable areas of strength continues to be hospitality and leisure. The sector added 70k jobs in May, reflecting resilient consumer spending on travel, restaurants, entertainment, and experiences. Despite concerns that higher interest rates would weigh heavily on discretionary spending, Americans continue to spend on services, supporting employment growth across hotels, restaurants, and tourism-related businesses. Perhaps the most important takeaway for investors and policymakers is what we're seeing in wages. Average hourly earnings rose 0.3% in May and are up 3.4% over the past year. That may be close to the sweet spot for the economy. Wage growth is strong enough to support rising household incomes and consumer spending, but not so strong that it creates significant inflationary pressure. For much of the post-pandemic period, policymakers worried that rapid wage gains could fuel a wage-price spiral. Today's data suggests something different: workers are still seeing real income growth while wage inflation has moderated to a level more consistent with long-term price stability. Taken together, the report paints a picture of an economy that remains healthy. Hiring is outperforming expectations, hospitality demand remains robust, unemployment remains low, and wage growth is providing support to consumers without reigniting inflation concerns. That's about as close to a "soft landing" as policymakers could have hoped for a year ago. Financial Planning: Return on Homeownership Homeownership is often viewed as a superior financial decision, while renting is frequently considered "throwing money away." However, the comparison is more nuanced. A $1 million home in San Diego may rent for approximately $4,000 per month, while owning that same home could cost about $7,000 per month after a $200,000 down payment when the mortgage, property taxes, insurance, and maintenance are included. Even after accounting for estimated tax benefits of $1,000 per month and approximately $750 per month of equity from the principal reduction of the mortgage, the effective cost of ownership would still be about $5,250 per month. In addition, the down payment represents capital that could otherwise be invested and generate returns. When the higher cost of ownership and the opportunity cost of the down payment are considered together, the home would need to appreciate by about 3.5% annually just to produce the same financial outcome as renting and investing the difference. While homeownership offers benefits such as stability, control, and a fixed payment, future home price growth is likely to be much more modest than it was during the low-interest-rate environment of the past decade with many experts projecting between 2% and 3% per year. As a result, neither renting nor owning is inherently the better financial choice. Both can be effective strategies depending on an individual's goals, time horizon, lifestyle preferences, and overall financial circumstances. Companies Discussed: Boston Scientific Corporation (BSX), Marvell Technology, Inc. (MRVL), The Western Union Company (WU) & AutoZone, Inc. (AZO)
Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos Berkshire steigt bei Alphabets 80 Mrd. $ Kapitalerhöhung ein. Short-Squeeze bei Victoria's Secret. Marvell steigt 20% nach Huang-Lob. Tencent startet KI-Agent in WeChat. Abivax verliert 50% wegen Krebsverdacht. Fulcrum auch, aber wegen schwacher Daten. Aktivist bei Northern Star. ST Microelectronics hebt Prognose. Quantinuum geht für bis zu 14 Mrd. $ an die Börse. Noch spannender: Großaktionär Honeywell (WKN: 870153) spaltet sich auf. Am 29. Juni kommt Honeywell Aerospace als eigene Firma. Was bleibt, ist ein Automatisierungs-Riese mit 20 Mrd. $ Umsatz. AutoZone (WKN: 881531) ist der Großmeister der Kapitalallokation. 40 Mrd. $ in Rückkäufen seit 1998, 3.300% Kursplus in 20 Jahren. Jetzt ist das KGV wieder beim 10-Jahres-Schnitt. Aber wie lange hält das Modell bei E-Autos? Diesen Podcast vom 03.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices
DAMIONCarnival Corporation's data breach exposed personal data of nearly 6 million customers: An April social engineering attack on an employee account compromised names, dates of birth, and government-issued ID numbers. WHO DO YOU BLAMESkills: Technology & Cybersecurity: Experience with information technology and cybersecurity matters is increasingly important to mitigate the risks our business faces, promote innovation and maintain a competitive edge in a rapidly evolving technological ageLeast represented 5/11CEO Josh WeinsteinNO: at Carnival since 2002, started as General CounselSir Johathon BandNO: First Sea Lord and Chief of Naval Staff, the most senior officer position in the British Navy (2006 to 2009, when he retired); Admiral and Commander-in-Chief Fleet (2002 to 2006); Served as a naval officer in increasing positions of authority (1967 to 2002)Jason CahillyNO: CEO Dragon Group LLC, provides capital and business management consulting and advisory services worldwide; The NBA: CFO & Chief Strategic Officer; Goldman Sachs: Partner; Global Co-Head of Media and Telecommunications; Head of Principal Investing for Technology, Media & TelecommunicationsNelda ConnorsNO: CEO/Chair Pine Grove Holdings, a privately held investment company; CEO Atkore International, manufacturer of electrical, safety and infrastructure solutions; VP Eaton Corporation, electrical and automotive supplierLaura WeilNO: Founder Village Lane Advisory LLC, specializes in providing executive and strategic consulting services to retailers COO New York & Company, women's apparel and accessories retailer; CEO Ashley Stewart, women's apparel retailer; CEO Urban Brands, apparel retailer; COO AnnTaylor Stores, women's apparel retailer; CFO American Eagle Outfitters, apparel retailerAudit Committee: Oversee management's risk assessment processes to identify principal and emerging risks, including financial, IT, cybersecurity and non-HESS operational risksLaura Weil*: NOJason Cahilly: NOJeffrey Gearhart: NOWalmart Corporate Secretary and lawyerStuart Subotnick: NOCEO at Metromedia Company, wireless/communications, until 2010; Carnival director since 1987 Health, Environmental, Safety and Security Committee: Oversee management's processes to identify principal and emerging health, environmental, safety, security and sustainability-related risks, including those related to ship operations and cybersecurity, RAAS health, environmental, safety, security audits, IAG and external investigations into significant ship incidents, and health, environmental, safety, security-related hotline complaints, and assess the steps management has taken to minimize such risks.Sir Johathon Band*: NONelda Connors: NOHelen Deeble: NOFormer CEO P&O Ferries Division Holdings, shipping and logistics businessKatie Lahey: NOExecutive Chair Korn Ferry Australasia, leadership and talent firmMicky Arison (75%): Exec Chair and former CEO and 7% stockholderThe CEO Pay Ratio1,063:124 retail CEOs made as much in a day as their typical employee earned in a year — and a big one didn't. WHO DO YOU BLAMEThe separation of CEO and Chair: Hamilton E. James Chair/Ron Vachris MMNot uniqueOnly 50% of the board is men. WTF?uniqueOne share = one voteNot uniqueState of HQ = WashingtonAlso StarbucksState of Inc = WashingtonAlso StarbucksPledge of allegiance to stakeholdersCostco generally has: Higher wages; Better benefits; Lower turnover; Higher sales per employee.Industry-leading employee compensation AND Self-imposed low-margin pricing philosophyWalmart only low-margin pricingOther comps:Todd Vasos of Dollar General, Shane O'Kelly of AutoZone, Gerald Morgan of Texas Roadhouse, Jack Sinclair of Sprouts Farmers Market, William Stengel of Genuine Parts Company, Michael Creedon of Dollar Tree, Ronald Sargent of Kroger, Lauren Hobart of Dick's Sporting Goods, Joshua Kobza of Restaurant Brands Inc., Kecia Steelman of Ulta Beauty, Scott Boatwright of Chipotle, Ted Decker of Home Depot, Bob Eddy of BJ's Wholesale Club, Corie Barry of Best Buy, James Conroy of Ross Stores, Chris Turner and David Gibbs of Yum Brands, Chris Kempczinski of McDonald's, Marvin Ellison of Lowe's, Brian Cornell of Target, Ernie Herrman of TJX Companies, Doug McMillon of Walmart, Brian Niccol of Starbucks, Hal Lawton of Tractor Supply Co, Laura Alber of Williams-SonomaFigma Gets an Activist Investor. Exhibit A on Why Companies Don't Want to Go Public. Figma's first year as a public company hasn't gone well. Findell Capital Management said it needs to take steps to shed its unwarranted reputation as an artificial-intelligence “loser.” WHO DO YOU BLAME?Figma founder and CEO Dylan Field: Owns 10% of shares but 72% of voting power: Class B shares worth 15 votes per shareDylan owns 158 Class A Shares (or 0.00003556% of 444,278,887)And Chair$5B net worth$865M total summary compensation in 2025; $91M in 2024Nominating Agreement:Figma must nominate Dylan Field to be a director and include him in the proxy statementThe company must use its resources to back him up and actively convince other shareholders to vote for him In response to a question about how he was going to change the world, Dylan said he was going to build better software for drones.Bro fest sausage party2 of 9 directors are womenTop 5 NEOs all dudesPeter ThielForced Dylan to drop out of Brown for a dumb fellowshipVC Blowhardiness on the BoardVC dude John Lilly (Greylock): Lead Independent Director2nd longest tenure (2014)Member of the Audit Committee; Member of the Nominating Committee (only Lilly and Rimer)VC dude Andrew Reed (Sequoia)Director at debt-maker Klarna Group (also way down since IPO): down roughly 54% from its initial $40.00 IPO price, and down nearly 68% from its all-time highMember of the Compensation Committee (which modeled Dylan's pay package after Elon Musk)VC dude Danny Rimer (Index Ventures)Director since 2014B.A. in History and Literature from HarvardMember of the Compensation Committee (which modeled Dylan's pay package after Elon Musk)Member of the Nominating Committee (only Lilly and Rimer)Luis von AhnDuolingo co-founder and CEO2025: shared an internal email outlining Duolingo's new "AI-first" strategy where Duolingo would “gradually stop using contractors to do work that AI can handle”Stated that "AI is a better teacher than humans" and that the future role of teachers would be reduced to providing "childcare."Blamed the controversy on a "lack of context" in his original statements"AI-First" memo goes viral: $389; today $118MATTDanone, Starbucks shine in methane-reduction rankingDanone is the only company in the group aligned with the Global Methane Pledge, an initiative backed by 150 countries that targets a 30 percent reduction in global levels of the gas by 2030. The French multinational also leads the pack in progress toward its target, having come close to hitting it five years ahead of schedule.WHO DO YOU CREDIT?Chair of the CSR committee Lise Kingo (9% influence), one of three directors tagged as merit directorsmaster's degree in Responsibility & Business from the University of Bathbachelor degrees in Religions and Ancient Greek Artbachelor's degree in Marketing and Economicscertificate as International Director from INSEADEx Novo Nordisk environmental affairs, internal audit, compliance, human resources, communication, branding and sustainabilityHelped create the UN SDGs and the UN Global CompactSomehow only bats 559 on carbon intensity (career) and 415 for scope 1/2 (career)Also, using deference metrics, the ONLY DIRECTOR tagged as fully independentEmployee rep member of the CSR committee Bettina Theissig (5% influence) and the employees of DanoneThe committee charter mandates employees get a say: At least two thirds of the CSR Committee must be independent, as defined by the AFEP-MEDEF Code. At least one Director representing employees must be a member of the Committee.In France (Danone's domicile), the European Investment Bank found that French employees were the most aware of environmental issues - 82% of French employees said they were highly concerned about environmental issues, highest in EuropeLead Independent Director and chair of the Nom/comp committee who put together the comp plan, Valerie Chapoulaud-Floquet15% influence, second to the 18% influence CEO (democracy!!), got 99.16% shareholder approval in April (even as CEO got 89.73% approval and pay got 93.19% approval)20% of short-term pay and 30% of long-term pay is based on hitting sustainability targetsWhen you pay a CEO to do a thing, they are more likely to do a thingEx-CEO Emmanuel FaberOusted in 2021 by the board of directors and activist investors, he transformed Danone into an “enterprise a mission” (a French version of a B corp)Investors voted 99% in favor of the move and a year later ousted Faber, the board resigned, and the new board and CEO are basically moving back towards being environmental leaders because it paid offShort term share price laggedHe said in 2024 that nature is “at the core” of Danone, It took the stock 3 years from Faber's ousting to return to Faber levels - and in the meantime, they were sued for plastics and emissionsIsn't this HIS win?Current CEO Antoine de Saint-AffriqueBecause CEOGM Board Director Jonathan McNeill Stepping DownCEO of DVx Ventures. Ex COO at Lyft Inc. and ex president, Global Sales, Delivery and Service at Tesla, current director at Lululemon, GM director since 2022, on the Governance and Corporate Responsibility committee and Risk and Cybersecurity committee.We know that half of boards on average think someone on the board should be replaced - did the GM board not like McNeill?WHO/WHAT WOULD WE BLAME FOR PUSHING MCNEILL OUT?Outsider dude bro DRLet's be honest, McNeill worked at much more… modern?... companies than GMThe board is OLD SCHOOL - ex Northrop Grumman, ex Visa, ex Lazard, ex HP, ex eBay, ex Novartis, ex Walmart, other directorships at Goldman, Huntsman, P&G… these are professional, insular boardsMeanwhile, he's investing as a VC in AI, other auto/mobility startups, comes from boards that are bro founder lead (Tesla, Lyft) He's invested in AI, crypto, heavy tech, intertwined with VCs all overNot deferential enoughBarra is connected to 94% - THE ENTIRE - boardMcNeill has the highest network power on the board at $9tn, higher than even Mary Barra (who is super connected), but is NOT a power player in the board community of GM - the dominant board communities for GM are massive blue chip US companies, where McNeill has deeper connections in smaller IT/tech focused companiesHe doesn't need the pay, he gets nothing for the connections really, he has connection to Barra but his network is different - was he too independent?Pissed he doesn't have enough influence McNeill has the LOWEST influence on the GM board at 4%He's relatively new, younger, working as a VC where you have a lot of power of capital allocation“I don't need this shit” effect?Too many womenMcNeill's dvX ventures portfolio team is 6 dudes and 1 womendvX entire operations staff is two woman - guess what they do“Chief of Staff” (ie, HR)Executive Assistant (yes, listed on the team)Board is 2 women, 3 men (McNeill not on board)This one seems unlikely I guess?Too busy, meh, move onOne of dvX portfolio companies is curbee, with GM Ventures' Kurt Baumgarten on the board (and the dvX co-founder is founder of Curbee)McNeill on at least 3 of his portfolio boards or advisory committees, plus LULU and GM…
Headlines that the U.S. and Iran are making progress toward a peace deal has futures rallying ahead of Tuesday's open. Jenny Horne explains why the move is a sight for sore eyes as traders prepare for a holiday-shortened week on Wall Street. Pony AI's (PONY) earnings have investors pouring int the stock while Ferrari (RACE) shares hit the gas after the company unveiled its Luce EV vehicle. Jenny sticks with the automobile sector with AutoZone's (AZO) beat.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Die Wall Street startet nach dem verlängerten Memorial-Day-Wochenende freundlich in die Handelswoche. Auslöser der guten Stimmung sind Hoffnungen auf eine mögliche Einigung zwischen den USA und Iran, die zu einer Entspannung im Nahen Osten und einer Wiederöffnung der Straße von Hormus führen könnte. Entsprechend geben die Ölpreise deutlich nach, was den Inflationsdruck lindert und die Rally an den Aktienmärkten unterstützt. Der S&P 500 hat inzwischen acht Gewinnwochen in Folge verzeichnet und erneut ein Rekordhoch erreicht. Besonders gefragt bleiben Technologiewerte und KI-Aktien. Positive Impulse kommen unter anderem aus dem Hardware-Sektor nach starken Zahlen von Lenovo sowie anhaltendem Optimismus rund um Nvidia, Anthropic und SpaceX. Die Aktien von AutoZone tendieren trotz der soliden Zahlen schwächer. Uber startet kaum verändert in den Tag, obwohl man versucht, Delivery Hero für 11,6 Mrd. US-Dollar zu übernehmen. Das Gerücht hatte bei der Aktie letzte Woche für Verkausdruck gesorgt. Gleichzeitig bleibt die Erwartung bestehen, dass die US-Notenbank trotz robuster Wirtschaftsdaten vorerst an ihrem Kurs festhält. Im Fokus stehen in dieser Woche vor allem die PCE-Inflationsdaten am Donnerstag sowie zahlreiche Quartalszahlen aus dem Technologie- und Einzelhandelssektor, darunter Dell Technologies, HP Inc., Salesforce, Snowflake und Costco. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Die Wall Street startet nach dem verlängerten Memorial-Day-Wochenende freundlich in die Handelswoche. Auslöser der guten Stimmung sind Hoffnungen auf eine mögliche Einigung zwischen den USA und Iran, die zu einer Entspannung im Nahen Osten und einer Wiederöffnung der Straße von Hormus führen könnte. Entsprechend geben die Ölpreise deutlich nach, was den Inflationsdruck lindert und die Rally an den Aktienmärkten unterstützt. Der S&P 500 hat inzwischen acht Gewinnwochen in Folge verzeichnet und erneut ein Rekordhoch erreicht. Besonders gefragt bleiben Technologiewerte und KI-Aktien. Positive Impulse kommen unter anderem aus dem Hardware-Sektor nach starken Zahlen von Lenovo sowie anhaltendem Optimismus rund um Nvidia, Anthropic und SpaceX. Die Aktien von AutoZone tendieren trotz der soliden Zahlen schwächer. Uber startet kaum verändert in den Tag, obwohl man versucht, Delivery Hero für 11,6 Mrd. US-Dollar zu übernehmen. Das Gerücht hatte bei der Aktie letzte Woche für Verkaufsdruck gesorgt. Ein Podcast - featured by Handelsblatt. ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung
Ce matin, deux images impossibles à réconcilier. L'Iran envoie sa plus grosse délégation diplomatique à Doha pendant que CENTCOM frappe le sud du pays. Le S&P enchaîne huit semaines de hausse pendant que le 30 ans américain crie à 5,20%, plus haut depuis 2007. Le "Big Beautiful Bill" est au Sénat avec $4 000 milliards de dette dans les bagages. Et les marchés, pour l'instant, regardent les actions. Le bond market, lui, regarde autre chose. Au programme ce matin : le point précis sur l'Iran et les négociations de Doha, la bombe obligataire que personne dans les médias français ne traite encore, les résultats AutoZone comme baromètre du consommateur américain, et Zscaler ce soir comme test du secteur cyber. Plus le mot de la fin sur James Carville, les bond vigilantes, et ce qu'ils ont toujours raison d'anticiper. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace whose investment case now turns on two of the most debated questions in the stock today: whether Shopee's dominance across Southeast Asia can hold up against TikTok Shop without margins being structurally capped near current levels, and whether Sea's expansion into Brazil, head-to-head with Mercado Libre, is the next leg of the story or a costly distraction from the markets where the company already wins. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:29 - How Sea Limited was founded 00:06:35 - Which business units belong to Sea Limited 00:10:37 - How a gaming business is funding Shopee and Monee 00:16:55 - How Monee compared to Mercado Libre's Mercado Pago 00:40:22 - Why Shopee has become the largest e-commerce company in SEA 01:13:45 - How Sea Limited's moat looks like 01:22:47 - Why Sea Limited is so strong in Brazil 01:28:58 - Whether Shawn and Daniel add SE to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Norges Bank Interview with SE CEO. Jimmy's Journal's Article on SEA. RS Capital Deep Dive on SEA. Hayden Capital Interview with Drew Cohen. Hayden Capital Shareholder Letter. Previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Follow Shawn on X and Linkedin. Follow Daniel on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
The Rizzuto Show accidentally turns into a full-blown 90s alternative rock therapy session this episode — and honestly, we're not qualified for that kind of emotional labor. Jimmy Griffin joins the crew ahead of Hard Promises taking over The Pageant, and things immediately derail into a passionate debate over which songs got CRANKED in your Geo Metro and which songs made you consider driving directly into the nearest retaining wall. Totally normal behavior for a daily comedy show.The gang breaks down the magic of The Pageant in St. Louis, why certain venues just hit different, and how every local musician basically treats that stage like sacred ground. Jimmy, Moon, and the crew talk touring memories, legendary staff, and why The Pageant remains one of the best venues in the country. Meanwhile, Rafe contributes important scientific analysis like “this song belongs in the organic peanut butter aisle at Schnucks.”Then comes the glorious avalanche of 90s nostalgia. Bush. Silverchair. Local H. Soul Asylum. Fastball. Collective Soul. Gin Blossoms. Primitive Radio Gods. The Wallflowers. Deep Blue Something. Dishwalla. Basically every song that ever played while your parents fought in the front seat of a Dodge Neon. The crew debates which songs were instant “turn-it-up” classics and which ones deserved immediate radio execution. Lern reveals her absolute hatred for “Runaway Train,” Moon passionately defends Silverchair with the energy of a man protecting sacred scripture, and Jimmy Griffin admits he thought Silverchair was just “baby Nirvana.” Somewhere during all this, Rizz realizes half these bands were apparently “for the girls,” which honestly explains a lot.Jimmy also talks about performing Tom Petty songs with Hard Promises, including why Petty's catalog is basically impossible to screw up because the songs are deceptively simple and annoyingly perfect. The crew gets into favorite deep cuts, beginner guitar memories, and the undeniable brilliance of “Last Dance with Mary Jane.” Jimmy then performs an acoustic version live in studio that immediately makes everyone forget they spent the previous hour roasting Primitive Radio Gods.But the true MVP moment of this entire episode? Jimmy's AutoZone story. A random guy confidently tells him he looks like “Earl Smith” — apparently the legendary frontman of Aerosmith now has the name of a retired high school baseball coach from Festus. Congratulations to the world on accidentally creating the greatest fake musician name in history.This episode has everything:90s alt-rock chaosTom Petty appreciationaggressive music opinionsweirdly emotional radio nostalgiaGeo Metro memoriesgrocery store soundtrack analysisand a new tribute band idea called EARL SMITHJust another completely reasonable daily comedy experience from The Rizzuto Show. Because if we're not yelling about Fastball in 2026, what are we even doing anymore?And yes… somebody definitely threatened to drive off a bridge because of Primitive Radio Gods.A completely stable and emotionally healthy daily comedy show.Follow The Rizzuto Show → https://linktr.ee/rizzshow for more from your favorite daily comedy show.Connect with The Rizzuto Show Comedy Podcast online → https://1057thepoint.com/RizzShowHear The Rizz Show daily on the radio at 105.7 The Point | Hubbard Radio in St. Louis, MO.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, returns to discuss the stark disconnect between Wall Street momentum and the collapsing consumer, revealing credit card and auto loan delinquencies are now at Great Financial Crisis levels while the economy has shifted from K-shaped to "i-shaped" with only a tiny dot at the top. He explains his letter "The Gambler" addresses how younger investors have abandoned real investing for a betting culture of sports gambling, one-day options, and Bitcoin, while most advisors no longer know when to "hold 'em or fold 'em." Ted maintains 50% cash in short-term treasuries, predicts inflation will hit 4.25% in May rising to 4.75% by fall with financial repression as the only way out of the debt trap, and reveals energy is his largest position up 35% year-to-date despite being only 3% of the S&P (it was 33% in 1980). He expects energy to rip like gold and silver did last year since nobody owns it yet, outlines his "well to the end" strategy covering producers to pipelines to rigs, confirms we're in early innings of a commodity super cycle, and warns speculation will continue pushing until a recession breaks the momentum. Ted draws parallels to 1999 when shorts got killed for nine more months, sees no recession on the horizon yet to break the fever, and cautions that baby boomers age 65+ hold more stock than ever in history making them the worst positioned he's ever seen for the eventual wealth transfer.Links:Oxbow Advisors: https://oxbowadvisors.com/YouTube: https://www.youtube.com/@OxbowAdvisorsX: https://x.com/Oxbow_AdvisorsBook: https://www.amazon.com/Second-Generation-Wealth-What-Want/dp/1966629168Timestamps: 0:00 Introduction - Ted Oakley returns, founder of Oxbow Advisors0:56 Two different things - Wall Street vs. the economy1:42 Consumer keeps falling apart - Credit card delinquencies at GFC levels2:24 K-shaped economy becoming more like an "i-shaped" economy3:32 "The Gambler" letter - Younger investors just betting, not investing4:02 Betting culture - Sports betting, one-day options, Bitcoin5:21 Know when to hold them, know when to fold them5:39 Cash position at 50% in short-term treasuries6:41 Long bond move - Topped 5.19% on 30-year6:57 Late 70s/early 80s parallel - Inflation went from 5% to 18%7:49 Are bond vigilantes coming back?7:54 Bond market eventually rules everything8:21 Expectation of more inflation ahead8:27 May CPI could come in at 4.25% or higher, 4.5-4.75% by fall9:30 Financial repression is the only way out10:36 Can't see how Fed cuts rates at all11:09 Asset holders benefited from inflation but that changes in linear inflation12:18 Energy is largest position - Up 35% vs. S&P's 20%13:11 Big tech stocks barely up from November/December levels13:41 Semiconductors probably at high for next 5 years14:34 Energy dramatically underweight in portfolios - Only 3% of S&P15:03 1980: Energy was 33% of S&P15:54 Energy names - Well to the end strategy16:53 Producers, midstream, rigs - The whole package17:34 Where we are in commodity cycle - Early innings18:38 Commodity positions - Rio Tinto, Vale, uranium, antimony, critical minerals19:18 Oil price and energy thesis20:16 AutoZone warning on motor oil shortages coming20:54 Precious metals positioning today21:54 Gold could go to $4,000 or $3,800 - Shake out momentum players23:12 1999 parallel - Momentum could continue 9 more months24:19 No recession on horizon - Need that to break momentum25:14 Speculative nature pushes until recession breaks it25:51 Second Generation Wealth - Massive wealth transfer concerns26:31 Baby boomers 65+ have most stock in assets ever in history27:22 Closing thoughts
Jim Sennett is the manager of repair programs at AAA (American Automobile Association), where he oversees the Approved Auto Repair network of roughly 6,000 shops across the country, about 5,000 independents and 1,000 dealerships, along with the club's emerging technologies work on EVs and hybrids. He came up through Goodyear, starting as a tire changer and working through alignment tech, service advisor, service manager, and store manager across two stints with the company. Between his Goodyear years and his current role he spent nearly a decade in law enforcement before returning to the industry.Jim has been with AAA for 12 years and serves as Vice Chair of the ASE Education Foundation, which puts him at the center of how the industry is responding to the technician shortage in auto repair; both through the certification side and through the apprenticeship program AAA built with NAPA to bring new people into the trade.In this episode…The technician shortage in auto repair stopped being an abstract talking point around 2022-2023, when AAA's approved shops started telling Jim Sennett the same thing in different words: the tows keep coming, the waiting rooms keep filling up, and there's nobody behind the bay door to do the work. AAA's response was to stop waiting for the trade-school pipeline to fix itself and build a parallel one, partnering with NAPA on an apprenticeship program designed to take someone out of a grocery store, a fast-food job, or a closed-down factory and turn them into a working technician in 18 to 24 months.Jim walks through the actual mechanics: $300 a year per person, free for shops already running NAPA, but built parts-supplier agnostic so O'Reilly, Advance, and AutoZone shops are not locked out. The program is self-paced and mentor-based inside the shop, and the apprentice finishes with four ASE certifications; brakes, steering and suspension, A/C, and electrical. He also gets into why the recruiting pitch itself is part of the problem. The trade is still being sold as the "Cooter from Dukes of Hazzard" job; greasy coveralls, wrench in hand, when the actual work is a laptop in one hand and a diagnostic tool in the other. The shortage closes faster when the marketing catches up to what the job has become.The other thread worth following is Jim's story about a Buffalo shop owner who was a few months from closing. Jim sat down with him, looked at the numbers, and made him do two things first: raise labor rates and raise parts margins. The shop is now operating out of its second, bigger location.Here's a glimpse of what you'll learn: [01:14] Introducing Jim Sennett and his role at AAA[02:45] Early career path from college into a general service technician role at Goodyear[04:26] Overseeing AAA's Approved Auto Repair program[08:49] The three-decade partnership between AAA and NAPA[09:40] Reframing the technician's image in the modern trade[10:36] Formative lessons from Goodyear's management training[13:28] Addressing the technician shortage through the AAA/NAPA apprenticeship[17:30] Rescuing a Buffalo shop through disciplined pricing and margin strategy[21:06] Leading with a firm, fair, and consistent standard[24:35] The under-promise, over-deliver principle and the Five Guys case study[26:48] Closing reflections and hometown conversationResources mentioned in this episode:Jim Sennett on LinkedInAmerican Automobile AssociationASE Education FoundationTread PartnersGain Traction Podcast on YouTubeGain Traction Podcast WebsiteMike Edge on LinkedInQuotable Moments:“These men and women are professional people out there, you got a laptop in your hand now, you're doing more work on a computer than you are turning wrenches.""You find the right person, the right personality for you, and we'll give you a program, and we'll make them into a technician in 18 months to two years.""Always be firm, fair and consistent every day.""I'm always a fan of under-promising and over-delivering.""If you can't be your word, or you can't have someone that believes in you, it kind of sets a bad foundation and we know what happens with bad foundations, the building tends to crumble."Action Steps:Audit your labor rates and parts margins this week, raise both if the math says so.Enroll one career-changer in the AAA/NAPA apprenticeship at $300 a year and assign a senior tech as mentor.Rewrite your tech job postings to lead with diagnostics, scan tools, and EV work, not wrench-turning.Pick one customer promise: timeline, price, or scope, and engineer the over delivery.Join AAA's Approved Auto Repair program to access the apprenticeship pricing and the nationwide warranty.
CCSD launches a listening tour as it considers a plan that could lead to school closures. Plus, the list of resorts offering all-inclusive packages is growing, we'll tell you about the latest deal. And, a man who pleaded guilty in a fatal shooting at an AutoZone learns his sentence. Tune in to 7@7 weekdays on any of your favorite streaming platforms.
Send us Fan MailI hit record after a way-too-long break and immediately realize two things: I miss doing this, and you all never stopped listening. Then I bring in a surprise guest you might not expect, Mac Dog, and we end up doing what we do best: a chaotic, cozy catch-up that somehow turns into real advice.We talk teen life updates that actually matter, like learning to drive without doing the “hug the middle line” thing, deciding whether a yellow light is worth the risk, and why a crash on the way to work feels extra brutal. From there we get into first-car dreams and what working at AutoZone teaches you about car maintenance basics: batteries, windshield wipers, check engine light codes, sensors, and the myth that a code reader will magically fix your problems. If you're into used cars, DIY repairs, or just want to feel less intimidated by the check engine light, you'll leave with a clearer picture.We also go full side quest: budgeting for a cat (Humane Society fees versus free Facebook Marketplace kittens), what it means to pick a pet for personality, and how people actually handle emotions, from gaming rage to singing it out. Plus we talk Love On The Spectrum, why sincerity can be so refreshing on screen, and we even detour into biology with mountain lions, inbreeding, and gene flow.If you laughed, learned, or nodded along, subscribe, share the show with a friend, and leave a review so more people can find us. What part of the conversation felt most like your real life?Support the showhttps://linktr.ee/onourbestbehavior
Send us Fan MailI hit record after a way-too-long break and immediately realize two things: I miss doing this, and you all never stopped listening. Then I bring in a surprise guest you might not expect, Mac Dog, and we end up doing what we do best: a chaotic, cozy catch-up that somehow turns into real advice.We talk teen life updates that actually matter, like learning to drive without doing the “hug the middle line” thing, deciding whether a yellow light is worth the risk, and why a crash on the way to work feels extra brutal. From there we get into first-car dreams and what working at AutoZone teaches you about car maintenance basics: batteries, windshield wipers, check engine light codes, sensors, and the myth that a code reader will magically fix your problems. If you're into used cars, DIY repairs, or just want to feel less intimidated by the check engine light, you'll leave with a clearer picture.We also go full side quest: budgeting for a cat (Humane Society fees versus free Facebook Marketplace kittens), what it means to pick a pet for personality, and how people actually handle emotions, from gaming rage to singing it out. Plus we talk Love On The Spectrum, why sincerity can be so refreshing on screen, and we even detour into biology with mountain lions, inbreeding, and gene flow.If you laughed, learned, or nodded along, subscribe, share the show with a friend, and leave a review so more people can find us. What part of the conversation felt most like your real life?Support the showhttps://linktr.ee/onourbestbehavior
Host Jeremy C. Park interviews Matthew Emerzian, keynote speaker, bestselling author, and Founder and CEO of Every Monday Matters, who highlights his new book "Make It Matter: Unlocking Human Potential Through the Mattering Mindset" which releases May 5th. Matthew was in Memphis to keynote the AutoZone hosted cityCURRENT signature speaker series event on January 23, 2026. During the interview, Matthew shares his personal journey from working in the music industry to founding Every Monday Matters, a nonprofit focused on helping people find purpose and meaning in their lives. He explains how the organization has expanded to include K-12 education programs across 50 states and 7 countries, corporate leadership development, and a senior living program.
Send Us an Email to Chat!It's Gary's Birthday! What a fun time to watch 2021's We're All Going to the World's Fair! We try our hardest to understand why this movie was made and try to figure out what was the point. Plus, we visit Autozone! Follow us on Instagram:@Gaspatchojones@Homewreckingwhore@The_Miseducation_of_DandG_Pod@QualityHoegramming@MullhollanddazeSupport the show
Daniel Mahncke and Shawn O'Malley take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network with over 25,000 SME clients and founder Brett Kelly's relentless ambition to build Australia's first global accounting firm. Join Daniel and Shawn as they assess whether Kelly Partners has a sustainable moat, an attractive valuation, and whether it deserves a spot in portfolio. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:02:56 - Who the CEO and founder, Brett Kelly, is 00:04:27 - About the mission of Kelly Partners 00:06:53 - How the business model works 00:10:15 - How big the TAM is 00:26:12 - Whether AI is a threat or an opportunity 00:26:51- What the bull and bear cases look like 00:35:02 - What acquisition criteria Kelly Partners has 00:51:50 - How the financials work 01:03:07 - Whether Shawn and Daniel add Kelly Partners to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Anomaly Invest Article . Compound and Fire KPG Deep Dive. Compound and Fire KPG AI Article. Be Better Off Show. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Retail tenant rep broker Tori Nook shares how she built Anchor Retail, closed $1B in deals, and what's driving Ohio's commercial real estate market. The Crexi Podcast connects commercial real estate (CRE) professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence. Tori Nook has spent 26 years doing the work most brokers don't: driving unfamiliar markets, calling landlords who aren't listed anywhere, and building national rollout programs one relationship at a time. The result is over $1 billion in closed deals and a women-owned brokerage with offices in Cleveland and Columbus serving national credit tenants. In this episode, Tori joins host Shanti Ryle for a wide-ranging conversation covering her unconventional path into retail CRE, what it actually takes to succeed in tenant rep, why she was fired before starting her own firm, and what Ohio's tight retail market looks like from the ground right now. Welcome to The Crexi Podcast Tori Nook's bio and billion-dollar track record Fresh hall of fame news and finding time for life How a sophomore elective led to a CRE career Getting licensed at 19 and cycling through three brokerages The client who was impressed by a 24-hour callback Why tenant rep is not for the unorganized Get in the car: finding off-market deals no database can surface Cold calling into Dollar Tree and AutoZone rollouts Getting fired and launching Anchor Retail in the same breath Opening Columbus and co-founding Anchor Property Management Why Tori finally got on social media (and what it cost her not to sooner) The Houston dinner that turned into a major tenant rep account Why Tori doesn't cold call anymore — and hasn't had to Writing "Intuitive Certainty": business, spirituality, and ignoring the voice The difference between a boundary and fear in disguise Ohio's retail market: leased up, beverages booming, grocers arriving As-is deals, trimmed TI, and how tenants are staying competitive Where restaurants are struggling and why downtown hasn't recovered The Ohio pitch: low cost of living, high disposable income Rapid fire: $50M, bad advice, and a contrarian Midwest take About Tori Nook: Tori Nook is the Principal and Founder of Anchor Retail, a woman-owned brokerage firm specializing in tenant representation for national retailers and restaurants. With twenty-six years of experience, Tori has closed over $1 billion in deals and built long-term relationships with clients including AutoZone, Academy Sports, Dollar General, Signet Jewelers, PetSmart, Panera Bread, Wahlburgers, Bath & Body Works, Urban Air, Skechers, Sweetgreen, and Lands' End. Tori has been recognized as a Crain's Cleveland Business "Top 40 under 40," Notable Woman in Real Estate, and Notable Leader in Commercial Real Estate in Northeastern Ohio. She was awarded "The Mother of The Bread" by Panera Bread and named the #1 Tenant Rep broker in Columbus, Ohio, by TRADEWIRE Columbus in 2024. In the last few years, she was voted a "Top Woman Influencer" by CREi Summit (2025 & 2026), recognized as the #48 LinkedIn Influencer, and awarded GlobeSt 2025 Woman of Influence in Broker-Tenant Representation. Her book, Intuitive Certainty, releases in late 2026. A graduate of John Carroll University's Boler School of Business, Tori is licensed in Ohio and operates offices in Cleveland and Columbus. She serves on the board of Providence House, a crisis nursery in Cleveland, and is a member of the Realty Resources Network membership board and the International Council of Shopping Centers. For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/ https://www.crexi.com/instagram https://www.crexi.com/facebook https://www.crexi.com/twitter https://www.crexi.com/linkedin https://www.youtube.com/crexi About Crexi:Crexi is reimagining commercial real estate with an AI-powered platform built to deliver smarter, more efficient solutions at every stage of the deal lifecycle. From real-time data and market insights with Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction— Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. To date, Crexi has subsidized over $2.74 trillion in property value, 26 billion square feet listed, and supports a growing community of more than 23 million yearly users.
Shawn O'Malley and Daniel Mahncke break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further into other enterprise design software verticals against Adobe. In this episode, you'll learn how Figma burst onto the scene after three long years of toiling in the background, why Figma's stock has crash 80% since IPO, and whether Figma's stock is attractively priced at current levels. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:09:01 - Why the design process used to be so messy and disjointed before Figma came along 00:11:08 - How Figma was born out of a partnership at Brown University 00:28:53 - How Figma is turning from a single-hit product into a more diversified platform 00:36:51 - What Figma is doing to redefine the future of AI in collaborative design 00:52:06 - What to make of Figma's young CEO, Dylan Field 00:54:32 - Why Figma crashed after its IPO 00:56:14 - How IPO-related stock-based-comp accounting distorted Figma's 2024 & 2025 financials 01:03:54 - Whether Shawn and Daniel add FIG to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Shawn's meditation app made via Figma. Figma's CEO on the future of design. Figma's CEO on the In Good Company podcast. Figma's investor relations' page. Why Figma wins (blog article). Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O'Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instruction to include math, music, and chess. The vision is to create the world's largest learning platform. Some people believe Duolingo will succeed and become a company worth hundreds of billions of dollars, dominating one of the largest and most profitable markets – education. However, the stock has fallen 80% from its highs, as the market views Duolingo as a potential target for AI disruption. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:05:51 - About the mission of the CEO and Founder, Luis von Ahn 00:08:29 - Why Duolingo was founded 00:10:34 - Why Duolingo works better than other apps 00:17:16 - About Duolingo's user numbers and growth 00:37:55 - Why the stock dropped 80% 00:40:55 - Whether AI is a threat or an opportunity 00:53:47 - What the bull and bear cases look like 01:18:11 - Whether Shawn and Daniel add Duolingo to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Duolingo Investor Relations. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
US President Trump said the US continues to carry out large-scale combat operations in Iran, while he added that Iran could have missiles capable of reaching America soon and had refused to cease its pursuit of nuclear weapons.The US is said to be preparing for a 'pickup' in attacks in Iran during the next 24 hours, according to a senior unnamed official cited by CNN.US and China trade negotiators are to meet mid-March prior to the Trump-Xi summit, with Treasury Secretary Bessent and Chinese Vice Premier He Lifeng expected to convene in Paris at the end of next week to discuss bilateral matters.APAC stocks were pressured with risk appetite weighed down by geopolitics as the Iranian conflict entered a fourth day, and with US President Trump warning of larger strikes to come.European equity futures indicate a negative cash market open with Euro Stoxx 50 futures down 1.0% after the cash market closed with losses of 2.5% on Monday.Looking highlights include EZ Flash HICP (Feb), US RCM/TIPP (Mar), New Zealand Export/Import Prices, Australian Composite PMI Final (Feb). Speakers include Fed's Williams & Kashkari, UK Spring Statement. Supply from the Netherlands & Germany, Earnings from CrowdStrike, Best Buy, Target, AutoZone, Bayer, Adidas, & Continental.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said the US continues to carry out large-scale combat operations in Iran, while he added that Iran could have missiles capable of reaching America soon and had refused to cease its pursuit of nuclear weapons.US and China trade negotiators are to meet mid-March prior to the Trump-Xi summit, with Treasury Secretary Bessent and Chinese Vice Premier He Lifeng expected to convene in Paris at the end of next week to discuss bilateral matters.European bourses remain under pressure, Utilities hit further as QatarEnergy halts production; US equity futures reverse Monday's gains.DXY continues its war-related ascent, CHF underperforms, GBP lags into the Spring Statement.Fixed income falters as energy soars, causing heightened inflation risks.Crude prices continue to climb as the Iranian war enters day four; Precious metals slip. Looking ahead, highlights include US RCM/TIPP (Mar), New Zealand Export/Import Prices, Australian Composite PMI Final (Feb). Speakers include Fed's Williams & Kashkari, UK Spring Statement. Earnings from CrowdStrike, Best Buy, Target, AutoZone, Bayer, Adidas, & Continental.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In 2015, 22-year-old Asia Brown and her 2-year-old son Ashton Brown disappeared. On February 22nd, a friend of Asia called 911 to report her missing after she failed to show up to work for two days. Join Mike and Morf as they discuss the disappearance and murder of Asia and Ashton Brown. On February 20th, Asia was active on her social media accounts and was seen on surveillance video at an Autozone store. But the police had few clues to go on, and virtually no tips came in after the bodies of both Asia and Ashton were found. You can help support the show through Patreon. We'd love to connect with listeners on social media. We are available on the following platforms: Facebook - Facebook Discussion group - Instagram - Threads - X Formerly Twitter - Blue Sky - Twitch - Tik Tok Criminology is an Emash Digital production hosted by Mike Ferguson and Mike Morford.
This week the boys talk about Griff getting love-crimed(?) at AutoZone and how we might be the last computer literate generation. Then they help a caller who wants to be invited to after work hangs, and then they spiral down a rabbit hole about the not-so-secret cabal of scum who are controlling the world, but then circle back to gay pride - so a real heartwarming time for all.If you want to hear more bonus content please go to patreon.com/midnightsnacktv and support the boys there!
Music courtesy of Dr. Ming Wang, recorded live at Steinway Piano Gallery in 2026, used with permission. We begin with a shopping note you might like to have.I'm a subscriber to Consumer Reports, and this month, March/April is the automotive annual and I found this advice on P/39 Brighten up the headlights and a product recommended by Sylvania Headlight restoration kit / $28/USI visit a local bank weekly, it's in a strip mall near my home, and I pass an Auto Zone, so I trotted in there with my copy of Consumer Reports — I had circled the magazine text. Yes, they had the product, but other brands for less than $28, including one Turtle Wax for $19.99, now I know Sylvania might know more about lights, but Turtle Wax knows car finishes.Volia, I get to the counter and discover an additional store discount of 20%, because I had joined before the advent of “club” shopping. PS You won't find this deal at Costco either.
Daniel Mahncke and Shawn O'Malley answer some of the most common questions about The Intrinsic Value Community. What exactly is it, who is it for, and how does it differ from simply listening to the podcast or reading the free newsletter? In this short episode, they explain why the Community was built, who the members are, and how it helps investors improve idea generation, decision-making, and long-term learning through thoughtful discussion and collaboration. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:01:04 - Why Shawn and Daniel built The Intrinsic Value Community 00:01:58 - How members generate, discuss, and refine investment ideas 00:02:28 - What makes the member base and discussions unique 00:03:39 - How learning, feedback, and accountability work inside the Community 00:04:34 - What role the Community plays alongside the podcast and newsletter 00:06:26 - And how to get involved when new spots open *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
En Capital Intereconomía seguimos en directo la apertura del Ibex 35 y del resto de bolsas europeas en una sesión marcada por la debilidad del dólar y la fortaleza del euro, que alcanza los 1,20 dólares, niveles no vistos desde 2021. El franco suizo también se sitúa en máximos de la última década, reflejando la búsqueda de refugio por parte de los inversores tras los últimos movimientos de Donald Trump. En el análisis de mercados, David Cortina, responsable de Renta Variable de Santander Private Banking, pone el foco en el impacto de la política estadounidense sobre las divisas, el buen momento del sector de semiconductores tras los pedidos récord de ASML y sus optimistas previsiones para 2026, así como en la previa de resultados de las grandes tecnológicas y el comportamiento de gigantes del lujo como LVMH, en un contexto de auge continuado de la inteligencia artificial. La jornada se completa con el consultorio de bolsa de Miguel Méndez, que advierte sobre la posibilidad de que el oro y la plata se acerquen a una zona de techo, analiza valores destacados como Palantir, Motorola, Walmart y AutoZone, y recuerda que, pese a la pausa actual, los sectores de IA y robótica siguen siendo una tendencia estructural de fondo para el medio y largo plazo.
Daniel Mahncke and Shawn O'Malley take a deep dive into Meta — the world's most powerful attention engine, spanning Facebook, Instagram, WhatsApp, and Messenger, and still driven primarily by advertising. They break down how Meta's “Family of Apps” keeps compounding through better AI-driven content discovery and ad targeting, while new surfaces like Reels, Threads, and WhatsApp monetization expand inventory and improve the long-term revenue mix. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:04:02 - How much money the Metaverse failure cost 00:06:19 - How AR glasses could replace smartphones 00:23:48 - Why Reality Labs will likely yield average returns at best 00:29:50 - What AI efforts Meta is implementing 00:32:10 - Why Meta's AI projects are not as bad as investors think 00:35:37 - How the ad engine works 00:41:31 - How WhatsApp and AI content could benefit Meta 00:57:06 - Whether Shawn and Daniel add Meta to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Interview with Mark Zuckerberg. Google Glasses Article and Demo. MBI Deep Dives Work on Meta. 9to5Google – News, Articles, and Updates. Clay's Meta Pitch in our WSB Episode. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O'Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:02:48 - What makes the Kentucky Derby such a cherished event and a masterclass on luxury hospitality 00:05:30 - Why Churchill Downs is so much more than just a gambling company 00:07:54 - What to make of the surge in historical racing machines that are powering the company's growth 00:17:22 - Why Churchill Downs gave up on mobile-app-based casino gaming 00:34:16 - How the company has used its relationships and lobbying powers to protect its business and even lower its taxes 00:38:18 - The risks and moats of entrenched gambling businesses 00:40:43 - What the future of horse racing looks like 00:45:09 - Why Churchill Downs is such an asset-heavy business 00:57:27 - How to think about modeling CHDN's intrinsic value 01:01:21 - Whether Shawn and Daniel add CHDN to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. 2023 Value Investors Club pitch for CHDN. 2025 Value Investors Club pitch for CHDN. Churchill Downs' investor relations page. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
This week on the Chamber Podcast, Rob sits down with Steve Grech, CEO of LOC Credit Union, and Stephanie Hamlin, Community Impact Manager, to talk about what it really means to be a community-first financial institution. With 90 years of history and more than 50 years serving Livingston County, LOC focuses on doing a few things exceptionally well, from affordable car loans and home equity lending to strong digital banking paired with real human relationships. Steve shares how LOC differentiates itself in a crowded financial market through thoughtful lending practices and service-driven culture, while Stephanie highlights the credit union's deep investment in financial education, school partnerships, and local programs that build confidence from elementary school through adulthood. The conversation offers a clear look at how staying focused, accessible, and people-centered helps LOC strengthen both financial health and community trust. 00:00 LOC Credit Union's Journey 03:12 What Makes LOC Unique? 06:00 Building Trust Through Relationships 09:15 Financial Literacy in Schools 12:22 2026 Initiatives and Community Engagement 15:15 Lending Wider and Deeper Show Links Learn more about the Brighton Chamber by visiting our website. Website: https://www.brightoncoc.org/ Guest Links Website: https://www.loccreditunion.com/ Guest Info: LOC celebrated our 90th Anniversary in 2025 with 6 locations across Livingston, Oakland and Wayne Counties. We like to think LOC stands for Lender of Choice for Auto Loans & Home Equity Loans while focusing on delivering five-star member service. Our Brighton Branch opened in June of 2024 and is located on Grand River Avenue just outside of downtown, next to Planet Fitness and AutoZone. We have had a presence in Livingston County for 50 years. In 1976 we opened in Howell and have been at our current location on Grand River since 1997. Our current Hartland location opened in 2007 at Old 23 and M59. As we continue to invest in Livingston County, we will be building a full-service branch with a drive thru in 2026. This branch will be adjacent to the Hartland Target parking lot. Community Sponsorships and Volunteer Involvement: In 2024 we partnered with Bountiful Harvest when we made large financial donation upon the opening of the Brighton branch in 2024. We continue to support their mission by providing an annual cereal drive where the donations stay right here in Livingston County and our staff volunteers at the food bank. Brighton, Howell and Hartland - Athletic Business Sponsorships Brighton Chamber Efforts and Events- the Farmer's Market Flower Day- Bouquet Building Station, Volunteering at Chamber Events such as the Smokin Blues and Brighton Holiday Glow Reindeer Game Sponsorship. For the third year in a row, we sponsored the Tunnel of Lights at the Millpond Bridge for the community to enjoy a seasonable photo opportunity. Financial Literacy and Education Efforts The Community Impact Team provides a variety of financial education classroom experiences for grades K -12. Creating hands on experiences that give students a solid foundation for the real world. We also operate 19 student-run credit unions across Farmington and Livingston County that give students an independent interactive experience with banking and managing money.
Daniel Mahncke and Shawn O'Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lending, and advertising, with leading positions across Brazil, Mexico, and Argentina. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:10:28 - About Mercado Libre's founding story 00:12:05 - How it won the e-commerce market 00:14:14 - How and why it built its logistics network 00:38:45 - What competitors are the biggest risk 00:46:51 - What flywheel is powering the business 01:00:50 - Why Mercado Pago is such a powerful business 01:07:59 - About Mercado Libre's management and capital allocation 01:18:29 - Whether Shawn and Daniel add MELI to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Listen to Management Podcasts. Read the Potential Multibagger Article on Mercado Libre. Tune in to the Business Breakdown Episode on Mercado Libre. Read the Substack Article on Mercado Libre. Check out the McKinsey Report on Payments in Latin America. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
New podcast after losing my voice. I go to A car meet and meet cars. I give some updates and recommend you not to buy your GX470 cat from AutoZone. I also do A top 5 under 5k for track worthy vehicles for first time track enthusiast looking for seat time.
One of the most anticipated episodes of The Remarkable Retail Podcast returns as Steve Dennis reviews and grades his annual retail predictions, offering a candid assessment of how the industry actually performed as 2025 unfolded. Known for balancing optimism with accountability, Dennis evaluates where macro forces, technology shifts, and retailer execution aligned—or diverged—from expectations.The episode opens with its regular news of the week segment, highlighting economic crosscurrents shaping retail performance. Despite multiple interest-rate cuts, housing-linked categories such as home improvement remain under pressure, with Home Depot forecasting modest growth at best. Tariffs emerge as a recurring headwind, squeezing margins for retailers like AutoZone and casting a long shadow over sourcing, pricing, and inventory strategies heading into 2026.Then its on to Part 1 of the predictions reckoning portion.A central theme is the continued rise of retail's “super-scalers.” Walmart, Amazon, Costco, and a small cohort of dominant players once again captured a disproportionate share of industry growth, reinforcing the idea that scale, price leadership, and operational excellence matter more than ever in a value-constrained consumer environment. Dennis argues that this concentration is not cyclical, but structural, driven by convenience, pricing power, and omnichannel capability. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
In February 2015, 22-year-old Asia LaRose Brown, a dedicated single mother and security guard from Greensboro, North Carolina, and her 2-year-old son Ashton were brutally murdered in a case that remains unsolved more than a decade later. On February 20, Asia bought a used 2005 Buick LaCrosse in High Point, registered it at the DMV alone, and later stopped at an AutoZone in Greensboro around 3:20 p.m. to buy car accessories; this was the last time she was seen alive on surveillance footage, appearing calm and unhurried. She and Ashton vanished that afternoon, and when she missed work shifts over the weekend, a welfare check was requested. Exactly 72 hours later, on February 23, her burned-out car was discovered in a wooded area near Thurston Avenue, less than two miles from her home. Inside the trunk, covered by a blue plastic tarp, police found the charred bodies of Asia and Ashton; the fire had been deliberately set with gasoline after they were killed. Autopsies revealed both died from multiple gunshot wounds from a .40-caliber handgun—Asia in the head and torso, and Ashton at close range—with the murders likely occurring within hours of Asia leaving the AutoZone. The car's seller, Ashton's father, and other persons of interest were cleared, and no evidence linked Asia to drugs or crime despite Greensboro's opioid crisis at the time. The blue tarp, purchased at a nearby Walmart, and the removal of the license plates suggest premeditation, yet the case has yielded few solid leads despite extensive investigation involving dozens of officers, FBI profilers, and forensic experts. As of December 2025, the double homicide remains active but cold, with Asia's family continuing to hold vigils and advocate for justice, especially for Black mothers affected by violence. A $15,000 reward is still offered for information leading to an arrest, and anyone with tips is urged to contact Greensboro Police or Crime Stoppers at 336-373-1000. Sources: Chris Venzon (WFMY News2). (2020, March 10). Who killed 2-year-old Ashton and his mother Asia? Five years later, the Greensboro case remains unsolved. wfmynews2.com. https://www.wfmynews2.com/article/news/crime/asia-brown-ashton-brown/83-31aea1d9-92fc-4277-97cc-2f24c3b019c5 Megan Allman (WFMY News 2 Digital). (2022, February 23). Who killed a Greensboro mom and her 2-year-old son? $15K reward in the 2015 cold case. wfmynews2.com. https://www.wfmynews2.com/article/news/crime/greensboro-mom-asia-brown-and-son-ashton-found-dead-in-trunk-of-burned-buick-lacrosse/83-4705c25b-db8c-433e-aec0-41d7bbba35e4 Sarah Newell Williamson sarah.williamson@greensboro.com. (2016, February 27). District Attorney Jim O'Neill talks about stabbing at North Forsyth High School [Video]. Greensboro News and Record. https://greensboro.com/news/crime/police-still-seeking-clues-in-year-old-killing-of-asia/article_64ad7df0-9c60-5d0e-a2af-85a2eeb6c069.html NANCY McLAUGHLIN nancy.mclaughlin@greensboro.com. (2022, February 28). District Attorney Jim O'Neill talks about stabbing at North Forsyth High School [Video]. Greensboro News and Record. https://greensboro.com/news/who-killed-asia-and-ashton-and-why-seven-years-later-there-are-no-answers/article_9e2e3e98-9812-11ec-a7b3-dfdd999af705.html Join The Dark Oak Discussion: Patreon The Dark Oak Podcast Website Facebook Instagram Twitter TikTok Youtube This episode of The Dark Oak was created, researched, written, recorded, hosted, edited, published, and marketed by Cynthia and Stefanie of Just Us Gals Productions with artwork by Justyse Himes and Music by Ryan Creep
U.S. stocks have been stable in early trading.
On the Chad & Cheese Podcast, hosts Joel Cheesman and Chad Sowash welcomed Julia Levy, a seasoned talent acquisition (TA) leader, job search strategist, HR tech advisor, and author of From Hi to Hired: Your Insider Guide to Internships. Julia, recently departed from AutoZone, shared her 25+ years of TA experience across diverse industries, including tech consulting, staffing (Robert Half), financial services (MetLife, Fiserv), and manufacturing (Comscope). She discussed navigating the complex HR tech landscape, emphasizing the importance of identifying specific organizational problems before selecting technology, rather than chasing trendy solutions at conferences like RECFEST. Julia highlighted the challenge of distinguishing genuine AI innovations from rebranded legacy systems and shared her approach to vendor due diligence, leveraging networks and customer references. Transitioning to consulting, she noted a shift from corporate constraints to a more fulfilling role, though still receiving sales pitches as if she were at AutoZone. Her book targets college students facing a tough job market, offering strategies like being a "connector" on LinkedIn, targeting company problems, and turning rejections into growth opportunities. Julia stressed the value of internships and alternative career paths in trades or growth-oriented companies like AutoZone, noting a 10-20% reduction in internship programs due to economic uncertainty. Find out more at https://www.hi2hired.com/from-hi-to-hired. Chapters 00:00 Introduction to 02:20 Navigating the Talent Acquisition Landscape 05:21 Preparing for Conferences and Vendor Interactions 08:13 Insights from RecFest and Vendor Evaluation 11:12 Transitioning from Corporate to Consulting 14:09 The Importance of Internships for Students 17:05 Adapting to a Changing Job Market 20:05 Strategies for Students in Job Hunting 23:16 Understanding Rejection and Learning from It
Surprise Friday drop! Luke and Jeff are on their way to the Buy Here Pay Here Dealer Forum in Nashville and wanted to make sure you know about two important upcoming events.Nashville BHPH Forum - This Weekend!Luke will be leading an opening session Sunday afternoon (2:45-5:45 PM) with tactical worksheets and planning tools to get your 2026 squared away. Then stick around for the Best Idea Session with Luke & Jeff and Autozone on Tuesday morning (9-10:30 AM) – it'll pay for your entire trip!Collections Training - December 10th in DallasGodwin Consulting's first in-person event! Send your collectors to Dallas (Fairfield Inn & Suites at Love Field) for hands-on training, roleplay, and tactical skills development. Topics include AI in collections, key metrics, and getting that money in the bank. Early bird registration ends November 14th.Sponsored by Tax Max and Blytzpay (happy hour the night before!).It's not too late to make it to Nashville, and spots are filling up fast for Dallas. Don't miss out!
GDP Script/ Top Stories for November 4th Publish Date: November 4th PRE-ROLL: From the BG AD Group Studio Welcome to the Gwinnett Daily Post Podcast. Today is Tuesday, November 4th and Happy Birthday to Puff Daddy I’m Peyton Spurlock and here are your top stories presented by KIA Mall of Georgia. Gas South District to host Gwinnett Glows tree lighting event Dacula teen and Gwinnett business owner join forces to spread warmth and hope this winter Cirque du Soleil’s ‘Luzia’ offers a dreamlike escape All of this and more is coming up on the Gwinnett Daily Post podcast, and if you are looking for community news, we encourage you to listen daily and subscribe! Break 1: 07.14.22 KIA MOG STORY 1: Gas South District to host Gwinnett Glows tree lighting event The Gas South District is kicking off the holiday season with its annual tree lighting on Nov. 21, right in front of the Gas South Convention Center. “Gwinnett Glows,” presented by Amazon, runs from 6 to 9 p.m. and is totally free. Expect food trucks, live entertainment, and all the festive vibes. Oh, and hot cocoa—because what’s a tree lighting without it? They’re also teaming up with Rainbow Village to help families in need. Bring a gift to donate to their Amazon Christmas Wishlist, or donate online if you can’t make it. What else? Handmade crafts, photo ops with the Pink Pig, and performances by local choirs. It’s going to be magical. STORY 2: Dacula teen and Gwinnett business owner join forces to spread warmth and hope this winter Fifteen-year-old Caden Jackson from Dacula High isn’t your average teenager. For the past decade—yes, since he was five—he’s been collecting coats, hats, gloves, and scarves to help kids stay warm in the winter. Through his nonprofit, Loved & Protected, he’s handed out nearly 9,000 pieces of winter gear to those in need. This year, he’s teaming up with Millie Habtemariam, owner of Full Circle Salon & Spa Suites in Suwanee, for the Winter Warmth Drive 2025. Their goal? Collect 5,000 coats, hats, and gloves by Dec. 31. Habtemariam’s salon is a drop-off spot, and she’s even giving donors a free “manifest candle” she makes herself. For Caden, it’s all about the joy. “Seeing kids’ faces light up when they get a new coat—it’s amazing,” he said. Caden’s dream? To take Loved & Protected nationwide. For more info, visit lovedandprotected.org or fullcirclecandle.com STORY 3: Cirque du Soleil’s ‘Luzia’ offers a dreamlike escape Olivia Aepli and Terrance Jr. Robinson may be relatively new to Cirque du Soleil’s touring family, but they’re no strangers to the grind of life on the road. So, the chance to stay put for a while? They’re loving it. Both performers are part of “Luzia,” Cirque’s stunning “waking dream of Mexico,” running at Atlantic Station from Nov. 6 to Jan. 25. That’s over 50 shows in one spot—an absolute luxury for these road warriors. “Luzia” is Aepli’s first Cirque show, and she’s living her childhood dream. She plays the running woman, performs swing-to-swing, hoop diving, and even pole dancing. Robinson, a Cirque veteran, appears as a hummingbird and also performs hoop diving and acropole. For tickets, visit cirquedusoleil.com/luzia. We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info. We’ll be right back Break 2: Ingles Markets 1 STORY 4: Parkview Grad Matt Olson Wins Third Gold Glove Award Parkview grad Matt Olson just added another piece of hardware to his already impressive career. On Sunday night, the Atlanta Braves’ first baseman snagged the Rawlings Gold Glove Award for the National League—his third overall. Olson beat out Bryce Harper and Spencer Steer for the honor, which was announced live on ESPN. He’s no stranger to this award, having won two Gold Gloves back in 2018 and 2019 with the Oakland A’s. This season? Olson was a rock. He played all 162 games, made just five errors in nearly 1,300 chances. Oh, and he’s now only the second Braves first baseman to win a Gold Glove, joining Freddie Freeman. Drafted straight out of high school by Oakland in 2012, Olson’s journey has been nothing short of remarkable. And now, he’s cementing his legacy with his hometown team. STORY 5: Lawrenceville may add more downtown parking near square If you’ve ever circled downtown Lawrenceville looking for a parking spot—especially during an event at the Lawrenceville Lawn—there might be some relief on the horizon. Maybe. The city just bought two properties on South Perry Street, near the AutoZone, for a combined $835,000. What’s the plan? Well, that’s still up in the air. Assistant City Manager Barry Mock hinted at a possible parking lot, saying the southwest side of downtown could use more spaces. But City Manager Chuck Warbington isn’t ruling out redevelopment either. Meanwhile, the city also snagged a truck repair shop on Reid Street for $300,000. It’s been there for decades, but officials want to “clean up” the area and hold the property for future redevelopment. As for the AutoZone? No plans to buy it—yet. Break 3: STORY 6: Gwinnett's Co-ops bracing for increased demand as SNAP benefits end Jackie Wells Smith, director of the Lilburn Co-op, says they’ve seen a steady uptick in families seeking help, especially seniors and working parents who rely on food stamps to make ends meet. “For these families, losing SNAP is like losing a paycheck,” she said. Other co-ops, like Southeast Gwinnett and North Gwinnett, are scrambling too. North Gwinnett is shifting to a twice-a-month food distribution model to manage demand. Gwinnett County is stepping in with $250,000 to help co-ops handle the surge, but the need is overwhelming. “We’re planning for a 25% increase,” Smith said, “but honestly, I think it’ll be more.” Donations of food, hygiene items, and money are desperately needed. Co-ops are asking the community to step up—because the families coming through their doors have no other options. STORY 7: Aurora Theatre ready to celebrate 30 years of Christmas Canteen Thanksgiving’s still weeks away, but the Aurora Theatre? They’re already decking the halls. Their beloved holiday tradition, *Christmas Canteen*, returns Nov. 28 through Dec. 21, and this year’s show promises something extra special: a horn section joining the orchestra for the first time. Think big, brassy, and festive. Now in its 30th season, *Christmas Canteen* is a high-energy mix of dazzling dance, laugh-out-loud comedy, and music that’ll stick in your head long after the curtain falls. But this year’s show is bittersweet—it’s the final one under the musical direction of Ann-Carol Pence, Aurora’s co-founder. What started in 1996 as a WWII-era tribute has grown into a multigenerational tradition, blending Big Band nostalgia with modern carols, comedy, and heartfelt moments. Tickets are on sale now at auroratheatre.com. Don’t wait—this one’s a holiday must-see. We’ll have closing comments after this Break 4: Ingles Markets 1 Signoff – Thanks again for hanging out with us on today’s Gwinnett Daily Post Podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger podcast, the Marietta Daily Journal, or the Community Podcast for Rockdale Newton and Morgan Counties. Read more about all our stories and get other great content at www.gwinnettdailypost.com Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. Produced by the BG Podcast Network Show Sponsors: www.ingles-markets.com www.kiamallofga.com NewsPodcast, CurrentEvents, TopHeadlines, BreakingNews, PodcastDiscussion, PodcastNews, InDepthAnalysis, NewsAnalysis, PodcastTrending, WorldNews, LocalNews, GlobalNews, PodcastInsights, NewsBrief, PodcastUpdate, NewsRoundup, WeeklyNews, DailyNews, PodcastInterviews, HotTopics, PodcastOpinions, InvestigativeJournalism, BehindTheHeadlines, PodcastMedia, NewsStories, PodcastReports, JournalismMatters, PodcastPerspectives, NewsCommentary, PodcastListeners, NewsPodcastCommunity, NewsSource, PodcastCuration, WorldAffairs, PodcastUpdates, AudioNews, PodcastJournalism, EmergingStories, NewsFlash, PodcastConversations See omnystudio.com/listener for privacy information.
Story of the Week (DR):TRICK OR TREAT EDITIONBill Gates and his 'three truths': 'Climate change will not wipe out humanity'Trick: a gift to MAGA MMTreat: a focus on povertyThe 3 truths:"It's a serious problem, but it won't be the end of humanity""temperature is not the best way to measure progress on climate""health and prosperity are the best defence against climate change"Bill Gates' 180 on Climate Change: ‘It's Not Doomsday'Climate change won't end civilization, says Bill GatesBill Gates Backtracks on Climate Change Doomsaying: ‘Will Not Lead to Humanity's Demise'Memo From Bill Gates Warns Against Climate AlarmismBill Gates now says climate change won't be as serious as he fears - and calls for more spending on vaccines insteadBill Gates Says Climate Change Isn't So Bad After AllBill Gates Delivers ‘Tough Truths' on Climate Just Before Big U.N. TalksIn surprising turn, Bill Gates pens essay calling to reconsider investments on 'climate change'Bill Gates pivots climate strategy to focus on poverty over carbon emissions reductionWe won: Trump claims climate change hoax defeat after Bill Gates' commentsBut then there's:Report warns climate change causing millions of preventable deaths each yearAnnual climate change report finds “planet on the brink”OpenAI completes for-profit restructuring and grants Microsoft a 27% stake in the companyTrick or Treat?Trick: OpenAI has completed its for-profit recapitalization and converted its for-profit arm into the OpenAI Group Public Benefit CorporationTreat: The corporation remains controlled by the nonprofit foundation.Trick: Under the deal, Microsoft has gained a 27% stake and retained access to OpenAI's technology through 2032, including any AGI models verified by an independent panel.Treat: Microsoft has gained a 27% stakeThe agreement lifts long-standing capital restrictions and ends Microsoft's exclusive cloud rights.Layoffs are piling up, raising worker anxiety. Here are some companies that have cut jobs recentlyAmazon 14,000 (4%)Paramount Global 2,000 (10%)UPS 48,000Target Corporation 1,800 (8%)Nestlé 16,000 (6%)Lufthansa Group 4,000Novo Nordisk 9,000 (11%)ConocoPhillips 2,600–3,250 (20–25%)Intel Corporation 24,500 (24%)Microsoft 15,000 (3%)Procter & Gamble 7,000 (6%)Charter Communications 1,200 (1%)Workday 1,750 (9%)Some of the most Halloween-ish phrases in recent layoff memos:“Building a strong, future‑focused company” Paramount Skydance“Roles that are no longer aligned with our evolving priorities” Paramount“Reducing bureaucracy, removing layers, shifting resources” Amazon“Investing in our biggest bets” Amazon“We need to be organized more leanly … to move as quickly as possible”“We recognize these actions affect our most important asset: our people.” Paramount“Thriving business / success built on bold bets” YouTubeThe eerie subtext:Paramount: neopbaby David Ellison (daddy is world's 2nd richest man)Amazon: Jeff Bezos is world's 3rd richest manYouTube (Alphabet): Larry Page and Sergey Brin are 4th and 6th richest men, respectivelyTrick: the layoffsTreat: ummmm…. The announcement didn't happen six days before Christmas??CEOs who are also board chairs are the problem not the solution, says top governance expertTrick: the utter bullshit of the protected class: Charles Elson, founding director of the John L. Weinberg Center for Corporate Governance at the University of Delaware and a director on several boards over his career: "I well recall the CEO and board chair of a manufacturing company (which I won't name) telling me smugly he had just bought a corporate airplane for his directors to use. He said he didn't expect much trouble from them after that."He currently serves on the board of Encompass HealthPreviously at Circon Corporation*, Sunbeam Corporation*, Nuevo Energy, AutoZone, Alderwoods Group, and Bob Evans FarmsTreat: We're always right MMGoodliest of the Week (MM/DR):DR: Renewable energy and EVs have grown so much faster than experts predicted 10 years ago and Brazil boasts drop in deforestation ahead of UN climate talksMM: Billionaires are spending big to stop Zohran Mamdani's NYC mayoral bid for this quote: DR“They're spending more money than I would even tax them,” Mamdani said in an interview with MSNBC Tuesday.Assholiest Seven Deadly Sinnliest of the Week (MM):Wrath: Serious New Hack Discovered Against OpenAI's New AI BrowserMost browsers store passwords or stay logged in to banks and other sites - OpenAI's browser allows a hacker to inject a prompt into the AI that says something like “send all money in your bank account to this account” without you even knowingIt does not allow you to say “depose Sam Altman as CEO of OpenAI”Gluttony DR: John C. Malone to Transition to Chairman Emeritus of Liberty Media CorporationRelease quote: “effective January 1, 2026, long-standing Chairman of the Board, John C. Malone, will step down from the board of directors”Release reality: “Man with 49.2% voting power over company sits in corner of board meetings he feels like going to and demands to know why the donuts are all plain jelly and not powdered sugar jelly before firing the entire board he's not technically on.”Sloth: Goldman Sachs CEO David Solomon: The bank hasn't made enough progress in hiring womenWhen asked, “Solomon estimated that women make up 41% of Goldman's total workforce on Thursday, although he said he was not certain of the percentage.”Pride: Delta calls on Congress to immediately end government shutdown, pay air traffic controllers58% of Delta political contributions were to this GOP, with majority of committee lobbying/spending for appropriation committee republicansEnvy: Turns Out, Wikipedia Isn't That 'Woke' As Grokipedia Rips Off Most of Its PagesGrokipedia's Article on the Cybertruck Clearly Shows Why the Whole Project Is DoomedMost of Grokipedia's 800,000 articles currently are copies of Wikipedia - except when Musk tweets something, then Grok replaces parts of the article with essentially Musk's thoughtsThis is what he wants an extra $1tn to accomplishLust: Meta denies torrenting porn to train AI, says downloads were for “personal use”Strike 3 Holdings discovered illegal downloads of some of its adult films on Meta corporate IP addresses, as well as other downloads that Meta allegedly concealed using a “stealth network” of 2,500 “hidden IP addresses.” Accusing Meta of stealing porn to secretly train an unannounced adult version of its AI model powering Movie Gen, Strike 3 sought damages that could have exceeded $350 millionGreed: OpenAI Restructure Paves Way for IPO and AI Spending SpreeIPO expected to open at a $1tn valuation - it's last funding round was a $500bn valuation a month agoThe non profit - the part that is expected to create AI for the benefit of all humanity - currently owns 26% of the new for profit structure and “controls” the boardThe board has on it Bret Taylor (ex boards of Salesforce - co founder, Twitter), Adam D'Angelo (Asana, CEO Quora, ex CTO Facebook), Sue Desmond-Hellmann (Pfizer, ex Gates Foundation CEO, ex Meta board), Zico Kolter (co founder Gray Swan AI, professor, ex Stanford), Gen Paul Nakasone (ex NSA, cybersecurity), Bayo Ogunlesi (Blackrock, Topgolf, Kosmos Energy, ex Goldman board, investment banker), Nicole Seligman (lawyer for Ollie North, ex Sony), and Larry Summers (ex Harvard prez, current douchebag, ex Epstein island, ex Sec of Treasury)So 100% of the board is 100% for profit assholes picked by the 26% non profit entity to offset the for profit motivations of… Microsoft, who owns 27% of the sharesHeadliniest of the WeekDR: Claim that climate change does not affect bananas lacks contextMM: Secret Double Octopus Appoints Former NetApp CEO Dan Warmenhoven to its Board of DirectorsHow are we not taken seriously when this company is a cybersecurity firm that works with banks??MM: Embattled Tylenol Maker Kenvue Hires New Marketing ChiefProblem solved!Who Won the Week?DR: climate change deniersMM: Jim Umpleby, current Executive Chair at Caterpillar, who Jim Cramer just called a "visionary", when JUST LAST WEEK we pointed out there are 122 non founder or family exec chairs roaming around (like Umpleby) who have a long history of just below average performancePredictionsDR: Bill Gates' next billionaire truth: "Pumpkins are not actually orange. And we should be thinking about grapefruits instead."MM: Goldman Sachs CEO David Solomon looks up the number of women who work at Goldman
In this episode, Nick talks about No More "Green Hoax", Biden's Auto Zone, Kardashian Sucks, Brandon Johnson Screwing With Language, 60 Min On The Clock, Micro Dick Durbin and Vicious George Gone! Watch Nick on the FREE RUMBLE LIVE LINEUP at 6pm ET https://rumble.com/TheNickDiPaoloShow TICKETS - Come see me LIVE! For tour dates and tickets - https://nickdip.com MERCH - Grab some snazzy t-shirts, hats, hoodies,mugs, stickers etc. from our store! https://shop.nickdip.com/ SOCIALS/COMEDY- Follow me on Socials or Stream some of my Comedy - https://nickdipaolo.komi.io/
¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, de las nuevas inversiones del gobierno, del discurso de Jerome Powell, de del movimiento de Bienes Raices y del ajuste a los numeros de PIB. Nos da los reportes de ingresos de Autozone, Micron Technologies, KB Home, Accenture y Carmax. Después habla de Nvidia y su inversion en OpenAI y de las nuevas legiones de inversores de MEME. Finalmente contesta a dos preguntas de los Emprendeduros. ¡Síguenos en Instagram! Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros Para mas información sobre nuestro fondo visita: https://emprendedurosventures.com/
Carl Quintanilla, Courtney Reagan and Michael Santoli explored the record run for stocks, with the Dow, S&P 500 and the Financials sector all hitting fresh all-time highs. The anchors also reacted to comments from Fed Governor Bowman and Chicago Fed President Goolsbee ahead of Fed Chair Powell's Tuesday speech. Vertiv Executive Chairman David Cote joined the show at Post 9 to discuss the AI landscape. Also in focus: The White House links Tylenol to autism, Jimmy Kimmel's show to return to ABC, President Trump at the United Nations, Palantir's first year as an S&P 500 stock, AutoZone's fifth consecutive quarterly earnings miss, the retail sector stock slump. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Daniel Mahncke and Shawn O'Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that's grown from a struggling textile mill into one of the most valuable companies in the world. With core pillars in insurance, railroads, and energy, plus a $250 billion equity portfolio anchored by Apple, Berkshire is often seen as the ultimate compounding machine. Its decentralized structure, conservative balance sheet, and reputation for permanence make it unlike any other business in corporate America. IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 06:15 - How Buffett took over Berkshire Hathaway 12:20 - How Buffett turned Berkshire Hathaway into an investment vehicle 20:22 - Why Buffett loves insurance businesses 26:22 - Why Buffett chose to invest in the energy business 47:51 - How Berkshire's manufacturing business is set up 57:16 - What Buffett's retirement will mean for Berkshire 01:00:08 - Whether Berkshire is attractively valued at its current levels 01:13:08 - Whether Shawn & Daniel add BRK to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. A Biography of Buffett: The Snowball. Semper Augustus Investment Letters. Warren Buffett Shareholder Letters. Adam Mead website. The Story of Berkshire Hathaway w/ Jacob McDonough. Berkshire Hathaway Discussion w/ Stig Brodersen and Chris Bloomstran. Clay and Kyle reflecting on the Berkshire Annual Meeting 2025. Explore our previous Intrinsic Value breakdowns: Moncler, Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O'Malley and Daniel Mahncke break down Match Group (ticker: MTCH), a company that operates as part of a duopoly in online dating, owning a number of dating platforms, including Tinder, Match.com, Hinge, OkCupid, and more, with specialized platforms appealing to certain demographics and dating niches. During the Pandemic, the company was a popular growth stock, but as the number of paying users at Tinder has declined, the business has stagnated, and the market has punished it severely. Yet, the company is still quite profitable, yielding a seemingly attractive valuation. In this episode, you'll learn about the unique business behind online dating, why Match is having trouble resonating with Gen Z, how large the TAM is for online dating, the most important things the company is focusing on to reinvigorate Tinder, why Hinge may be the future of Match Group and online dating, and whether Match Group is attractively priced, plus so much more! IN THIS EPISODE, YOU'LL LEARN: 00:00 – Intro 07:24 - What advantages Match Group has in its favor as the world's largest online-dating company 29:05 - About Match's origin story as a spinoff and its executive turnover 35:59 - The biggest structural challenges weighing on Match Group's growth 44:44 - Why the senior dating market may be a growth engine for Match Group 46:50 - How Match Group operates and competes as part of a duopoly with Bumble 47:19 - Why investors are so weary of the online dating industry 01:03:18 - How to think about modeling MTCH's intrinsic value 01:07:28 - Whether Shawn and Daniel add MTCH to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Check out the Pew Research findings on online dating. Andrew Chen's article on why investors don't fund online dating. Gen Z dating and marriage stats. Explore our previous Intrinsic Value breakdowns: Moncler, Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O'Malley dive into Dell Technologies, the legacy PC giant that's quietly become one of the largest suppliers of AI infrastructure in the world. Once seen as a low-growth hardware player, Dell now sits at the heart of the data center buildout — shipping billions of dollars worth of GPU-powered servers to customers like xAI, Meta, and Microsoft. With a growing AI backlog, enterprise trust, and deep global reach, Dell might be one of the most overlooked players in today's AI cycle. IN THIS EPISODE, YOU'LL LEARN 00:00 – Intro 01:09 - How Dell became a global PC behemoth. 5:27 - Why Dell managed to outcompete IBM. 10:56 - How Dell's business is structured. 14:30 - Why the PC Market is struggling to grow. 20:36 - What role AI Servers play in Dell's future. 47:23 - Whether Dell has a moat. 54:09 - How profitable Dell is and how it allocates capital. 01:11:15 - Why hardware is such a tough business. 01:14:11 - Whether Dell is attractively valued at its current levels. 01:14:11 - Whether Shawn & Daniel add DELL to The Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Norges Bank Interviews with Michael Dell. Dell Presentation on the AI PC Revolution. Jensen Huang, Michael Dell Interview on Nvidia and Dell Partnership 3rd Party Report on Dell's Moat. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O'Malley and Daniel Mahncke break down Ferrari (ticker: RACE), a company whose stock is arguably just as impressive as its high-performance and ultra-luxury vehicles. By global automotive standards, Ferrari hardly has any sales volumes, selling about 14,000 cars a year, yet these vehicles come with such premium price tags that the company can reasonably command a $90 billion market valuation still. IN THIS EPISODE, YOU'LL LEARN 00:00 – Intro 09:27 - Why Ferrari obsesses over keeping supply below demand. 11:45 - Why Ferrari is more like Hérmes than Porsche. 16:27 - Ferrari's response to the hybrid and EV movements. 30:35 - What makes Ferrari special amongst even other ultra-luxury vehicle makers. 33:53 - What it actually takes to buy a Ferrari, and how Ferrari chooses its customers. 42:40 - How Ferrari has created a long-term ownership culture amongst its clients, similar to the mindset among shareholders of Berkshire Hathaway. 48:05 - How to think about modeling RACE's intrinsic value. 57:45 - The creative ways Ferrari has leveraged its IP to sell cars at higher and higher prices. 01:04:28 - Whether Shawn and Daniel add RACE to their Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Quartr Edge's breakdown of Ferrari. Business Breakdowns' podcast on Ferrari. Related episode: TIP711: Netflix, Ferrari, & Managing Market Volatility w/ Arif Karim. Guy Spier on Ferrari. K500 Classic Car Index. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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