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What do zucchini noodles, a chill Thomas Rhett call, and bagger racing have in common before 10 a.m.?The complete podcast-clean edition of The JB and Sandy Show. Sandy, JB, and Tricia hit zucchini settling, prednisone fails, stolen car-wash routines, Craig Way in the end-zone booth, Meta glasses, Larry's Minute to Win It, Thomas Rhett on fatherhood, Ella versus Rascal Flatts, foldable Android panic, Bama Brown and Kyle Chandler, Austin's too-much weekend, and the Things We Learned wrap before Angie.If you laughed, subscribe, leave a review, and share The JB and Sandy Show with a friend who needs it.
Vor dreieinhalb Jahren hat Martin ein Mehrfamilienhaus in Bochum gekauft, für rund 800 Euro den Quadratmeter. Heute steht die Jahresmiete bei 74.000 Euro. Wir haben Folge 38 aus dem April 2023 nochmal aufgelegt und mittendrin gestoppt, um zu prüfen, was vom Plan für den Bestandsaufbau übrig geblieben ist.Anderes Studio, anderer Anlass. Wir sitzen in Köln beim zweiten Klassentreffen, der Podcast wird vier Jahre alt, und dieser Deal war damals nur ein Plan. Jetzt gibt es Zahlen.Beim Kauf lag die Miete bei 5,50 Euro pro Quadratmeter, heute sind es 7,36. Die Soll-Miete liegt inzwischen bei rund 90.000 Euro im Jahr, 75.000 Euro sind ins Hinterhaus geflossen, der Zins steht bei viereinhalb Prozent auf acht Jahre. Nach drei Jahren sind es über 10 Prozent brutto.Der teuerste Fehler war keiner mit dem Bagger. Wir hätten um 20 Prozent erhöhen dürfen und haben gewartet, weil wir es nett meinen wollten. Dann kam angespannter Wohnraum. Seitdem sind nur noch 15 Prozent drin, und bis alle Mieter durch waren, hat es anderthalb Jahre gedauert.Dazu Martins Rechnung, warum schon die erste Einheit zur Hausverwaltung gehört. Und was aus drei aktiven Gesellschaftern geworden ist: einer treibt, zwei sind passiv. Nicht wegen Streit, sondern wegen Cafe, Energieberatung und Leben.Das Insight von damals gilt unverändert: "Dieser Weg wird kein leichter sein. Dieser Weg wird steinig und schwer."Torbens Kommentar zur eigenen Folge von 2023: "Was für ein Mist wir gelabert haben."---
In today's episode, Kyle Grieve and Shawn O'Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech. They walk through how the company makes money on both sides of the ad exchange, why its data advantage has been so hard for competitors to copy, and what caused the market to turn on the stock so violently after a relatively strong quarter. Along the way, they dig into the founder's track record, the buyback program that made early shareholders rich, and whether the growth story still has room to run. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:46) How a failed app became a global advertising platform (00:10:35) How AppLovin makes money from advertisers and publishers (00:15:36) Why real-time auctions beat the old waterfall method (00:28:36) What actually protects AppLovin from Google and Meta (00:33:17) Why AppLovin bought mobile game studios, then sold them (00:53:11) How buybacks created enormous value (01:04:13) Details on the executive comp structure (01:09:31) What we think triggered the post-earnings collapse (01:14:55) Where the next leg of growth could come from (01:24:39) Valuation discussion of AppLovin (01:26:07) Intrinsic Value of AppLovin (01:26:31) Whether Kyle & Shawn will add AppLovin to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Check out our previous Intrinsic Value breakdowns: Alphabet, Meta, Reddit, Trade Desk, Uber. Follow Kyle on X and LinkedIn. Follow Shawn 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today's episode, Kyle Grieve and Shawn O'Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech. They walk through how the company makes money on both sides of the ad exchange, why its data advantage has been so hard for competitors to copy, and what caused the market to turn on the stock so violently after a relatively strong quarter. Along the way, they dig into the founder's track record, the buyback program that made early shareholders rich, and whether the growth story still has room to run. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:03:11) How a failed app became a global advertising platform (00:11:52) How AppLovin makes money from advertisers and publishers (00:16:48) Why real-time auctions beat the old waterfall method (00:30:24) What actually protects AppLovin from Google and Meta (00:31:06) Why AppLovin bought mobile game studios, then sold them (00:57:42) How buybacks created enormous value (01:08:50) Details on the executive comp structure (01:13:59) What we think triggered the post-earnings collapse (01:19:14) Where the next leg of growth could come from (01:28:39) Valuation discussion of AppLovin (01:30:05) Intrinsic Value of AppLovin (01:30:26) Whether Kyle & Shawn will add AppLovin to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Check out our previous Intrinsic Value breakdowns: Alphabet, Meta, Reddit, Trade Desk, Uber. Follow Kyle on X and LinkedIn. Follow Shawn 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: Monarch Plus500 Scribe Plaud Netsuite 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today's episode, Kyle Grieve and Shawn O'Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, expanding margins, and exceptional capital efficiency. Despite acknowledging the business quality, the hosts discussed whether the original decision reflected a flawed investment process or was the natural outcome of applying a strict investment framework. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:07:16) How AI data center spending transformed a boring contractor into a multi-bagger (00:22:43) How to use the backlog to be directionally correct about the company's future (00:27:59) About the tailwinds behind their organic growth (00:41:13) Why surety bonding capacity creates a widening competitive advantage (00:49:39) About how the return on incremental invested capital has improved (01:02:20) About their exceptional incentive plan (01:05:06) Why are we uncertain about Comfort's high growth metrics 5-10 years from now (01:09:11) Valuation discussion of Comfort Systems (01:12:21) Whether Kyle & Shawn will add Comfort Systems to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Check out our previous Intrinsic Value breakdowns: Constellation Software, Dell, Alphabet, Constellation Software Spinoffs. Follow Kyle on X and LinkedIn. Follow Shawn 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Hello and welcome again to the Motos and Friends Podcast. This episode is brought to you by the 34th Annual Biketoberfest October 15th to 18th * * * * * In our first segment this episode Don Williams takes us for a ride on arguably the most comfortable British take on the American cruiser: the Triumph Bonneville Speedmaster. It's a superbly relaxed motorcycle in an equally relaxed state of tune, so while you shouldn't be swayed by the “Speed” in its name, there's a lot more to the Speedmaster than you might imagine. * * * * * Now here's a really cool event you absolutely cannot miss—yes, we're rapidly approaching the 34th Annual Biketoberfest Rally in Daytona Beach, sunny Florida. Biketoberfest this year runs October 15th through the 18th. Biketoberfest is all about the beautiful Florida weather, live music, the industry's top vendors, bike shows, and motorcycle racing at Daytona International Speedway. And don't forget, there are miles of spectacular rides along the famous A1A, the historic Main Street and the Ormond Beach Scenic Loop. There really is something for everyone here, and almost every event and attraction is free to attend. So, if you want a fun few days out in the Florida sunshine, Biketoberfest really is the place to be. Make sure you download the Biketoberfest mobile App from Apple or Google Play or visit www.biketoberfest.org for more details. * * * * * In our second segment this episode Teejay Adams catches up with World Cup Bagger racer, Archie McDonald who first came on this podcast last December. Whether you've watched any of the World Bagger Cup racing or not, you've likely heard of it. Despite a lot of initial skepticism, the Harley-Davidson Bagger World Cup really seems to have captured the racing public's imagination. The Championship is now being led by Archie, and despite never having seen most of the tracks before, that he's beating several very experienced and highly talented competitors, shows what an amazing talent he is. Archie is also extremely mature for his just 19-years of age, and sadly, in the last few months he's had to grow up even faster after his older brother Toby took his own life in April. Archie brings us up to date with his racing for the Joe Rascal team, and he speaks candidly with Teejay about his brother and how Toby's passing has affected him. Fair warning: if you're sensitive to this topic please be careful listening to this segment, and if you or someone you know is struggling with mental health, know that support is available. In the U.S., you can call or text 988 to reach the Suicide & Crisis Lifeline. In Australia, you can contact Lifeline at 13 11 14. Archie McDonald Instagram Archie McDonald Racing Facebook Archie McDonald Motos & Friends Dec 2025 * * * * * Here's quick reminder to check out our monthly digital magazine. It's filled with everything you want to read on motorcycling, including some things you've probably not seen elsewhere. It's absolutely free and you will find it on the Apple App Store and of course on Google Play as well. Don't forget to leave us your comments on our social media—we're on all the usual platforms at Ultimate Motorcycling. We love hearing your feedback… so good or bad, please let us know what you think. If there's something you'd like us to cover, we'd love to hear those ideas too! @ultimatemotorcycling @UltimateMotoMag @UltimateMotorcycling producer@ultimatemotorcycling.com
Wir freuen uns, wenn ihr Miu unterstützt, damit wir unabhängig bleiben können! Im Onlinestore (Merch & Tickets), bei Patreon, oder den Socials. Die Modus Miu Playlist findet ihr hier. www.miu-music.org
Andrew is frustrated in his attempts to track down the details of a local grocery bagging competition. He also got a discount on the biggest sausage ever sold west of the Mississippi. Meanwhile, Luke is getting a lot of heat in the comments section of a TikTok video. And a listener offers great advice on washing machine maintenance.
Excavators, plantations, and shrimp ponds have decimated tropical coastal forests. However, in the last 15 years, these ecosystems have started spreading again around the world. That is good news, but with an important warning. - Bagger, Plantagen und Garnelenteiche haben die tropischen Küstenwälder dezimiert. Doch seit rund 15 Jahren breiten sie sich weltweit wieder aus. Das ist eine gute Nachricht, allerdings mit einem wichtigen Vorbehalt.
It's New Tunesday: new releases from the past week! Give the bands a listen. If you like what you hear, support the bands! Today's episode features new releases by Vogon Poetry, Lights Of Euphoria, Bagger 258, Civil Hate, Mildreda, NNHMN, Damien Hearse, Amadeus Hegel, Synthetic Destiny, Las Eras, Ghosts In The Graveyard, Mortes, Vampire Valentine, Prison Planet, Blood Dance, Schmerz, Heilstatt, and Death By Love!
In today's episode, Kyle Grieve and Shawn O'Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, expanding margins, and exceptional capital efficiency. Despite acknowledging the business quality, the hosts discussed whether the original decision reflected a flawed investment process or was the natural outcome of applying a strict investment framework. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:09:16) About the tailwinds behind their organic growth (00:13:05) How AI data center spending transformed a boring contractor into a multi-bagger (00:21:45) How to use the backlog to be directionally correct about the company's future (00:44:53) Why surety bonding capacity creates a widening competitive advantage (00:49:32) About how the return on Incremental invested capital has improved (01:02:28) About their exceptional incentive plan (01:08:58) Why are we uncertain about Comfort's high growth metrics 5-10 years from now Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Follow Kyle on X and LinkedIn. Follow Shawn 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: Scribe Plus500 Netsuite Plaud 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P.────────────────────── VALUE OPTIONS LETTER Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria.Every idea reviewed and approved by an analyst before it hits your inbox.valueoptionsletter.com/subscribe──────────────────────See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
Wir haben Megaloh zurück auf dem splash!. Es geht um seine vermeintliche Verantwortung, Räume zu öffnen und Brücken zwischen seinen Hörer*innen zu bauen. Wie geht er damit um, wenn andere an ihm vorbeiziehen? Und warum sieht Erfolg für ihn heute anders aus als mit Mitte zwanzig? Außerdem geht's um sein Anderssein, Rassismus-Erfahrungen damals und heute, eigene Unsicherheiten und die Frage, wie man nach über 20 Jahren im Game motiviert bleibt, ohne bitter zu werden.Nach seinem legendären Mainstage-Auftritt 2022 mit zwei gebrochenen Armen und dem „Statements“-Video – ein Moment, der bei Host Julia seitdem mietfrei im Kopf lebt – war dieser Talk längst überfällig. Exklusiv & live vom splash!-Bagger. Shoutout und Liebe an Schulle, Kaete, Julias Team und die Menschen rund um Megaloh fürs Möglichmachen und diesen wunderschönen Tag! Abonniert den Podcast und bewertet uns in eurer Podcast-App, um keine Folge von HIP HOP LEBT zu verpassen! – Live-Podcast & Konzerte Wir gehen auf Hip Hop Lebt-Live Tour 2026! Tickets unter https://florida-touring.de/artist/hip-hop-lebt 28.09.2026 Nürnberg - mit Alice Dee 29.09.2026 München - mit Kuza & Kamua 13.10.2026 Braunschweig - mit Tom Hengst 14.10.2026 Osnabrück - mit Danju 18.10.2026 Köln - Die P 16.11.2026 Leipzig - mit HeXer 17.11.2026 Berlin – Heutiger Gast: Megaloh: https://www.instagram.com/megaloh.official/@hiphoplebt_podcast@julia.backslash Eine Produktion von BosePark Productions GmbH www.bosepark.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Just what is a 'Bagger' and why can't Boris road register one? That question and more answered in today's episode when Harley Davidson's Dan Davies joins the pod to talk Bagger racing and all things Harley Davidson.
Rund um Buchs und im angrenzenden Fürstentum Liechtenstein hat sich der Japankäfer ausgebreitet. Das gab der Kanton und das Fürstentum heute an einer Medienkonferenz bekannt. Sie reagieren und starten Massnahmen um die Ausbreitung des Käfers zu bekämpfen. Weitere Themen: · Seit heute Mittag darf im Ausserrhoder Siedlungsgebiet wieder Feuer gemacht werden. Der Kanton hebt das absolute Feuerverbot auf. Im Wald und in dessen Nähe ist das Entzünden von Feuer jedoch weiterhin verboten. · Beim Gewerblichen Berufs- und Weiterbildungszentrum St. Gallen (GBS) können Anfangs 2028 die Bagger auffahren. Gegen die Erneuerung und den Ausbau gab es keine Einsprachen. Der Kanton rechnet unterdessen mit Mehrkosten von mindestens 19 Millionen Franken. · Die Internetseite der St. Galler SVP war mutmasslich Ziel einer DDoS-Attacke. Dies gab die Partei bekannt. Die Website war von Samstagabend bis Dienstagmorgen nicht erreichbar. · St. Antönien im Prättigau ist Gastgeber eines einzigartigen Chorprojekts: Arabische Sängerinnen und Sänger proben gemeinsam mit einem israelischen und einem Schweizer Chor. Heute beginnen sie ihre Konzertreise durch die Deutschschweiz.
Monopolet: Designer Lærke Bagger, iværksætter Tommy Ahlers og radio- og tv-vært Anders Breinholt. Vært: Sara Bro. Hør det hele i DR Lyd.
Pipe Dreams Podcast returns with a special episode featuring one of the most naturally talented and versatile young riders in American motorcycle racing, Rocco Landers. From growing up around racing in Southern California to dominating MotoAmerica as a teenager, racing in Europe with the Red Bull MotoGP Rookies Cup, and eventually earning his first factory opportunity with Indian Motorcycle, Rocco's career has taken a path few could have predicted.In this episode, Rocco reflects on growing up with his father Stoney Landers as his coach, mechanic, crew chief and biggest supporter, spending his formative years racing in Italy and Spain, and returning to America to become one of the most dominant young riders in MotoAmerica history. He discusses winning two Junior Cup championships and a Twins Cup title, making the jump to Supersport and 1000cc machinery, and experiencing the pressure that came with being labeled a potential future American MotoGP star.Rocco also opens up about the twists and turns of his career, from the Red Bull Rookies Cup and the European development system to opportunities in Twins Cup, Supersport, Stock 1000 and King of the Baggers. He shares what it was like adapting to a 600-pound motorcycle, winning his first Bagger race at COTA, and ultimately landing a factory ride with Indian Motorcycle and Vance & Hines alongside Troy Herfoss and Hayden Gillim. From the MotoGP dream that never followed a straight path to finally getting a true OEM opportunity, this conversation offers a closer look at the talent, adaptability and mentality behind one of America's most intriguing young racers. This is Rocco Landers.Follow @pipedreams_pod on social media!____________________________________________________________________________________Please support our partners: Yuasa Battery: Setting the standard for powersports batteries since 1979. Each and every day, it starts with us.- Find Your Battery: https://www.yuasabatteries.com/#batterysearch- Find Your Local Yuasa Dealer: https://www.yuasabatteries.com/how-to-buy/find-a-dealer/- Purchase Online: https://www.yuasabatteries.com/how-to-buy/where-to-buy/For more info visit https://www.yuasabatteries.com____________________________________________________________________________________Gulf Point Advisors: A Forward Thinking Wealth Advisory FirmHave financial questions or want to learn more about the benefits of professional money management? Call our good friend Tris at 603-731-3230, email tris@gulfpointadvisors.com or visit gulfpointadvisors.com
Führung ist ein Handwerk, kein Talent. Kapitel 4 erzählt von Menschen, die befördert wurden, weil sie fachlich die Besten waren und die danach niemand je ausgebildet hat.Keiner darf ungelernt einen Bagger fahren. Menschen führen darf jeder. Warum der beste Verkäufer Vertriebsleiter wird und dabei beides kaputtgeht.
In der heutigen Folge sprechen die Finanzjournalisten Moritz Seyffarth und Philipp Vetter über Trumps neuesten Zoll-Plan, einen neuen Google-Chip und die „Odysee“-Euphorie bei AMC. Außerdem geht es um Alphabet, Domino's, Warner Bros. Discovery, Paramount Skydance, Ryanair, Lufthansa, Air France-KLM, International Consolidated Airlines Group, Aurora Innovation, Volkswagen, Hyundai, Stellantis und Aumovio. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Wer bei Kebony automatisch an Terrasse und Fassade denkt, hat diese Folge verpasst. Zu Gast bei Stefanie Gregor sind Balbina Fuchs, Inhaberin von Fuchsbaut Gärten in Lenggries, und Fabian Lücke, seit vier Jahren fester Schreiner im 70-köpfigen Familienbetrieb. Gemeinsam zeigen sie, warum ein Landschaftsbaubetrieb sich eine eigene Schreinerei ins Haus holt – und was das für Kunden konkret bedeutet: von Sichtschutzelementen über eingebaute Rückzugsnischen bis zum Holzdeck, das sich über einen Pool rollen lässt, um kleine Kinder zu schützen. Balbina spricht offen über die Übernahme in dritter Generation, warum ein familiengeführter Betrieb mehr Gestaltungsfreiheit bietet als jeder Konzern – und warum bei Fuchsbaut Gärten rund ein Drittel des Teams weiblich ist, auch auf der Baustelle und im Bagger. Fabian erzählt, wie er vom externen Gewerk zum festen Teammitglied wurde und warum die kurzen Wege zwischen Werkstatt und Baustelle den entscheidenden Qualitätsunterschied machen. Am Ende gibt's noch handfeste Tipps für alle, die ihren eigenen Garten neu denken wollen: warum man nicht auf das "perfekte" Budget warten sollte, warum sich der Wohnraum ganzjährig nach draußen erweitern lässt – und wie viel Fantasie in einem Stück Holz steckt, wenn man es lässt.
Pro small-cap investor Mark Zaret reviews five of his stock picks. Four of these stocks he has publicly mentioned on MSE over the past five years. $TNZ.to became a 46-bagger ($1.50 to $70/share), two other multi-decade holds were recently bought out ($AU.v & $FOX.cn). Mark explains why he is still holding the other two stock picks ($FOR.v & $GRD.v). Throughout the interview, Mark shares his approach to small cap speculating which has produced tremendous wealth for himself over the decades. He is very patient and loves buying prospective illiquid small-caps when nobody cares. Mark began investing in the early 1990's and achieved a significant net worth by focusing on Canadian micro-cap companies, especially junior resource stocks. Success was achieved through a disciplined approach of investing primarily in early life-cycle companies with low market caps, high insider ownership, and executive boards with strong credentials. Mark is currently working at Spartan Fund Management as strategist for small and micro-cap investing. Be inspired and educated by a 30-year mining stock veteran in this interview. 0:00 Introduction 1:52 $TNZ.to 46-bagger 8:30 $GRD.v 10:38 $FOR.v 14:53 Small-cap Patience 16:00 $AU.v 22:15 $FOX.v 24:42 Cash 2nd Largest Position Mark is a strategist for the Spartan Fund: https://spartanfunds.ca/spartan-fund/teraz/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 None of the stock picks Mark mentions are or have been MSE sponsors or owned by Bill Powers at the time this episode was published. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über eine neue Tonlage bei VW, die Folgen der Gesundheitsreform und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um EasyJet, Apollo Global, IAG, Air France-KLM, Brink's, NCR Atleos, T. Rowe Price, Aurora Innovation, FedEx, Volvo, Ascendis Pharma, MoonLake Immunotherapeutics, Dyne Therapeutics, Vaxcyte, Cytokinetics, CG Oncology, Denali Therapeutics, AbbVie, Apogee Therapeutics, Bending Spoons, Mattel, Scotts Miracle-Gro, Goldman Sachs, Bank of America, JPMorgan, Citigroup, Wells Fargo, Morgan Stanley, BlackRock, ASML, TSMC, Netflix, ABB, Abbott, GE Aerospace, Intuitive Surgical, UnitedHealth, Alcoa, United Airlines, BHP, Fraport, Fastenal, Altria, Nvidia, Coca-Cola, Apple, Microsoft, Alphabet, Amazon, Broadcom, Vulcan Materials, Kansas City Southern, IBM, General Dynamics, Hershey, Tootsie Roll, Axon, Tesla, SPDR MSCI ACWI IMI (WKN: A1JJTD), iShares Edge MSCI World Momentum Factor ETF (WKN: A12ATF). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Ist diese WM wirklich einfach nur das größte Fußballfest der Welt – oder riecht es hinter den Kulissen mal wieder ein bisschen nach Geldkoffer, Hinterzimmer und „Das war schon immer so geplant“?
Chinas unternimmt fortlaufend gigantische Logistikprojekte, aber über die wenigsten hören wir jemals. Heute diskutiere ich auch aufgrund meiner eigenen geografischen Nähe zwei ganz besondere Projekte, die viel über Chinas geopolitische und wirtschaftliche Strategien verraten. Erwähnte Namen: Städte: - Chengdu - Chongqing - Wuhan - Shanghai - Ningbo - Qinzhou - Beihai - Haikou - Phnom Penh - Ho-Chi-Minh-City Flüsse: - Xijiang - Yangtze - Mekong Provinzen: - Guangdong - Guangxi - Hainan Weitere geographische Namen: - Pinlu-Kanal (China, 134 km) - Funan-Techo-Kanal (Kambodscha, 180 km) - Golf von Beibu - Golf von Thailand Erwähnte Quellen: https://www.caixinglobal.com/2026-06-26/in-depth-how-a-south-china-port-is-redrawing-the-regional-logistics-map-102457994.html https://www.scmp.com/news/china/science/article/3294420/cambodias-china-backed-canal-mekong-may-threaten-fragile-ecosystems?module=top_story&pgtype=homepage ► Hier kannst du dich kostenlos für meine neue Plattform C2I-Express (App + Report) anmelden: https://china2invest.webflow.io/express ► Hier kannst Du meinen YouTube-Kanal abonnieren: https://www.youtube.com/china2invest ► Folge mir gerne auch auf LinkedIn: https://www.linkedin.com/in/ericnebe/ Über eine positive Bewertung und ein Abo auf deiner Podcast-App würde ich mich sehr freuen und natürlich ebenso, wenn du meinen Podcast weiterempfiehlst. Die verwendete Musik wurde unter AudioJungle - Royalty Free Music & Audio lizensiert. Urheber: Alexiaction. Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Alle Beiträge auf diesem Kanal spiegeln lediglich meine eigene Meinung wider und stellen keinerlei Aufforderung zum Kauf oder Verkauf von Wertpapieren dar. Zum Zeitpunkt der Erstellung dieses Beitrags, lagen bei dem Autor, Eric Nebe, keine Interessenskonflikte vor. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.china2invest.de/transparenz-und-rechtshinweise
Ein unberührtes Naturparadies im Mittelmeer soll einem Refugium für Milliardäre weichen. Um ein exklusives Luxusresort von Ivanka Trump und Jared Kushner zu ermöglichen, hebelte die albanische Regierung kurzerhand den gesetzlichen Schutzstatus eines der wichtigsten Feuchtgebiete des Landes aus. Doch als im Mai schliesslich die Bagger aufgefahren sind, formierte sich umgehend Widerstand unter den Anwohnern und Umweltschützern. Mittlerweile haben sich die lokalen Proteste zu landesweiten «Flamingo-Revolution» ausgeweitet. Täglich demonstrieren Tausende in der Hauptstadt Tirana gegen die Vetternwirtschaft und das System von Regierungschef Edi Rama. Im Podcast «NZZ Akzent» schildert Südosteuropa-Korrespondentin Nicole Anliker ihre Eindrücke vor Ort, erklärt, was die Menschen auf die Strasse treibt und wie die Regierung mit dem massiven Druck umgeht. Heutiger Gast: Nicole Anliker, Südosteuropa-Korrespondentin Host: Nadine Landert Redaktion: Marlen Oehler Die Reportage von Nicole aus Albanien findet ihr hier: https://www.nzz.ch/international/die-flamingo-rebellion-in-albanien-die-proteste-zeigen-wie-rueckstaendig-regierungschef-rama-ist-ld.10012853 Exklusiv für dich als Podcast-Fan: 7 Tage NZZ-Digitalabo geschenkt. Unverbindlich testen. https://probeabo.nzz.ch/podcast?utm_source=shownotes&utm_medium=podcast&utm_campaign=0726_NZZCH_Podcast
While some hate me talking about sales - most comments and emails I get are thanking me for pushing them to get these tools so I want to make sure everyone knows - THESE SALES END TODAY! I go over $APP today - should you buy it now? It's a 10 bagger in Alpha Picks. I go over Value vs. Growth - that trade worked out. I go over what July looks like and why you may have felt Thursday was horrible - but was it? The Seeking Alpha Summer sale continues with HUGE savings. Don't miss it - there are only 2 per year with discounts off what they normally provide. You'll have to wait until December to get the next one. FORMULA - Alpha Picks + Seeking Alpha Premium + Trendspider and Sidekick - PERFECT TOGETHER! THESE SALES END SOON: TRENDSPIDER - JULY 4TH SALE THIS WEEKEND - get my 4 hour algorithm included on any annual plan.Seeking Alpha's SUMMER SALE *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $250 and get Premium and Alpha Picks together - EXTRA $100 OFF ALPHA PICKS - Want to Beat the S&P? Save $124 EXTRA $74 OFFSeeking Alpha Premium ONLY - FREE 7 DAY TRIAL SEEKING ALPHA PRO - SAVE $600 EPISODE SUMMARY
Diese Einschlafgeschichte erzählt von einer herzerwärmenden Freundschaft zwischen einem gemütlich brummenden Bagger und einer winzigen, flinken Krabbe.
Die Schweiz schwitzt in den nächsten Tagen: Vielerorts gibt es Temperaturen über 30 Grad und der Bund gibt eine Hitzewarnung heraus. Was extreme Hitze mit unserem Körper macht, erklärt Wissenschafts-Redaktorin Katrin Zöfel. · In der kleinen Freiburger Gemeinde Siviriez haben Bagger die Grenzsteine zum Nachbarkanton Waadt verrückt. Warum verschieben die Kantone Waadt und Freiburg ihre Grenzen? Antworten von Westschweiz-Korrespondent Philippe Reichen. · Die Schweiz und Italien kommen sich ein bisschen näher – zumindest in Sachen ÖV. Denn in Zukunft soll es mehr Verbindungen vom Tessin in Richtung Mailand geben. Tessin-Korrespondent Iwan Santorro mit den Einzelheiten. · Neues Leben für eine alte Bahnverbindung im Nahen Osten: Sie soll von Saudi-Arabien über Jordanien und Syrien in die Türkei führen und dort an das europäische Bahnnetz anschliessen. Die Türkei und Saudi-Arabien wollen damit eine Alternative zur Strasse von Hormus schaffen. Bernd Dörries, Nahost-Korrepsondent beim «Tages-Anzeiger» erklärt, was die Bahnverbindung taugt.
What do the market's biggest long-term winners have in common? Neeraj Khemlani, former president of CBS News and author of The Coffee Can Investor, and Matt Ankrum, CFA, managing partner of Ankrum Capital, join host Mike Wallberg, CFA, to explore the research behind "100-bagger" stocks and the investing principles that can help build generational wealth. From recurring revenue and competitive advantages to the power of compounding and investor patience, they share lessons from decades of market history and explain why some of the best opportunities may be hiding in plain sight. Tune in for practical insights on identifying exceptional businesses and becoming a more effective long-term investor.
Die Landesregierung will nicht, dass einzelne Kantone wie Zürich oder Schaffhausen Französisch aus der Primarschule streichen Weitere Themen: · Nach 15 Jahren Planung: In Schaffhausen fahren die Bagger für den Neubau des Kantonsspitals auf. · Nach dem brutalen Angriff auf einen vierzehnjährigen Jugendlichen: die Zürcher Kantonspolizei verhaftet sieben weitere Jugendliche im Alter von 13 bis 16 Jahren. Gestern wurden bereits vier Jugendliche festgenommen. · Der Polizeikommandant von Uster räumt seinen Posten. Offenbar ist er bereits seit Ende März beurlaubt, weil die Basis für eine vertrauensvolle Zusammenarbeit fehlte. · «Schutz und Rettung Zürich»: Das ist die grösste Rettungsorganisation der Schweiz. Sie feiert an diesem Wochenende ihr 25-jähriges Jubiläum. Seit ihrer Gründung ist sie bereits knapp eine Million Mal ausgerückt. Allein die Sanität fährt pro Jahr rund 40-tausend Einsätze. Der Wochengast zum Jubiläum: Hanspeter Fehr, Direktor von «Schutz und Rettung Zürich».
In this episode of The Sunday Roast, Kevin Hornsby is joined by Rory from Arkle Resources, alongside Charles Archer, to discuss the company's exploration projects, recent progress, and future plans. Later, Colin Bird of Xtract Resources provides an update on developments across the company's portfolio and the outlook for its key projects. The show also features a discussion on “10 Baggers” — stocks with the potential to deliver tenfold returns — as Kevin shares some of the opportunities and characteristics he believes investors should be watching closely.00:00 - 00:01:13 Intro00:01:13 #ARK Interview00:24:07 #XTR Interview00:35:03 The 10 Baggers00:36:32 #XTR 00:40:46 #AEG 00:42:04 #ATN 00:45:09 #FMET 00:46:34 #EPP 00:47:30 #BZT 00:48:43 #AFP 00:49:30 #AJAX 00:50:20 #KEN 00:51:31 #DGQ 00:53:02 Extra New CompaniesDisclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.
Hier geht's zum Altersvorsorge-Rechner von Scalable Capital: https://partner.scalable-capital.de/go.cgi?pid=655&wmid=1028&cpid=1&prid=1&subid=&target=Altersvorsorge Erster ETF ever knackt 1.000 Mrd. $ Volumen. Alphabet kriegt 85 Mrd. $. Kioxia überholt Toyota. Partners Group limitiert. AkzoNobel verliert. Big Pharma streicht Investitionen in Deutschland. Nestlé kauft yFood. Rheinmetall verkauft Auto-Biz. Zölle nerven. Brodacom-Zahlen. Sunbelt Rentals (WKN: A41N08) vermietet Bagger, Kühlung und Generatoren in den USA. Zweitgrößter Player im 90 Mrd. $ Markt. Spannend: Rechenzentren treiben das Spezialsegment. Bekannte Investoren steigen ein. Strategy (WKN: 722713) verkauft erstmals seit 2022 Bitcoin. Michael Saylor sagte noch im Februar 2025: „Verkaufe niemals." Das Geschäftsmodell wackelt, weil der Börsenwert unter den Bitcoin-Bestand gefallen ist. Coinbase kämpft derweil um Stablecoin-Zinsen. Diesen Podcast vom 04.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Il mondiale MotoGP rappresenta la competizione tecnologica e sportiva più avanzata, raccoglie le case che investono milioni di euro nella innovazione e nella promozione del loro marchio. Le motorone americane sono spettacolari, ok, ma che ci azzeccano?
Eine blinde Patientin wird bei der Ankunft in einer Rehaklinik gleich wieder nach Hause geschickt. Ist das Diskriminierung? Muss die Klinik dafür zahlen? Dieser und andere Fälle in den Urteilen der Woche.
Send us Fan MailWhat happens when you strip away the gear, the gadgets — and even the shoes? Barefoot Ken is here to show us.Meet Ken Posner, also known as Barefoot Ken — ultramarathoner, analyst, author, and the man quietly redefining what it means to connect with nature, one shoeless summit at a time. In this episode, Ken traces his journey from Chicago city kid to barefoot adventurer, sharing how a single book — Born to Run — inspired him to ditch his shoes at age 50 and never really look back.We cover it all: how the Catskills Grid (35 peaks × 12 months = 420 summits) became his modern-day pilgrimage, what it took to complete the John Muir Trail barefoot across three attempts, the meaning behind a barefoot summit of Tsoodzil — a sacred Navajo peak in New Mexico — and why his 1,000 Barefoot Mountains goal (currently at 632!) is more than just a number.Ken also opens up about his minimalist "stretch the rubber band" philosophy, what our hunter-gatherer ancestors can teach us about slowing down on trail, and the surprisingly honest Appendix C in Chasing the Grid — a full catalog of his lifetime running injuries and what they taught him.Episode Links:Barefoot Ken on InstagramBarefoot Ken's WebsiteBarefoot Ken on XPurchase Chasing the GridThis episode was Produced by Jordyn Smith, follow her on Instagram @jordyn.journeysFollow us on Instagram, @HikesandmicsThis episode's music was created by Ketsa, follow him on Instagram @Ketsamusic AllTrails+I'm excited to share that I'm now a Trailheads Ambassador for AllTrails+! If you love exploring the outdoors, AllTrails+ is your ultimate adventure companion. Get offline maps, real-time wrong-turn alerts, and trail previews to help you hike smarter and safer. Plus, with 3D maps and deeper trail insights, planning your next trek has never been easier.Try AllTrails+ free for 7 days, and when you sign up using my referral link, you'll get 30% off your AllTrails+ membership!Sign up here: AllTrails+ (promo is only redeemable via web and not the app)Ursa Minor Outfitters - Inspired by the outdoors, Created by local artists Go check them at www.ursaminoroutfitters.com and don't forget to enter the promo code HikesMics10 at checkout to receive 10% off your order.
In dieser Folge teilen wir mal wieder all unsere gebündelte Lebensweisheit und servieren euch drei Regeln, die das Leben und vor allem Beziehungen besser machen. Es geht um Liebe, Vertrauen und Entschuldigungen und warum gut gemeint eben sehr oft nicht gleichzeitig gut gemacht ist. Aber damit das ganze nicht so trocken ist, geht's auch um Bagger und Messer. Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte: https://linktr.ee/beste_freundinnen Du möchtest Werbung in diesem Podcast schalten? Dann erfahre hier mehr über die Werbemöglichkeiten bei Seven.One Audio: https://www.seven.one/portfolio/sevenone-audio
On episode 240 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neeraj Khemlani and Matt Ankrum to discuss: what 100 bagger stocks look like, the search for high quality companies, the impact of compounding and exponential growth over decades, and much more! This episode is sponsored by Victory Capital and Janus Henderson Investors To learn more about Victory Capital, visit www.victoryshares.com Find out more about Janus Henderson Investors at https://www.janushenderson.com/securitizedmarkets/ Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Victory Capital Disclosure: VictoryShares ETFs distributed by Victory Capital Services, Inc. For more information or a link to the prospectus, visit www.vcm.com Janus Henderson Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
I'm CT… When I'm not busy being Arroe the podcaster, I live in the real world. Everybody has to have a job. Mine is C.S. Customer Service. Solutions, relationships while keeping my team motivated to keep a constant connection with each guest who's chosen to stop their day to visit our location. Episode 221 The scent of pot, best bagger in the district plus grocery store bloopers…Become a supporter of this podcast: https://www.spreaker.com/podcast/arroe-collins-like-it-s-live--4113802/support.
I'm CT… When I'm not busy being Arroe the podcaster, I live in the real world. Everybody has to have a job. Mine is C.S. Customer Service. Solutions, relationships while keeping my team motivated to keep a constant connection with each guest who's chosen to stop their day to visit our location. Episode 221 The scent of pot, best bagger in the district plus grocery store bloopers…Become a supporter of this podcast: https://www.spreaker.com/podcast/arroe-collins-unplugged-totally-uncut--994165/support.
Allan got sober while in the military, three days before his 39th birthday. He tells Don and Sam that he was free from alcohol after a profound spiritual experience, but had to work the spiritual probram to be free of other baggage. You can hear more from Allan on the Military Audio Project — aa.org/military — under Veteran, Allan W., Royal Canadian Navy Veteran. Allan, Don and Sam answer an Ask it Basket question from Luke on sponsorship. In Using the Traditions in our Lives Kaitlin, David and Nora share on Tradition Four, "Each group should be autonomous except in matters affecting other groups or A.A. as a whole." Danica shares about her love for Grapevine.While we provide the podcast at no charge, we do have expenses. Grapevine is the only AA entity that does not accept direct contributions, so to support the AA Grapevine Podcast, please subscribe to Grapevine Magazine in print, online, or on the Grapevine app. You can also provide a subscription to someone in need through our "Carry the Message" program or purchase books or other items at aagrapevine.org/store.You can email us at podcast@aagrapevine.org. To record an Ask-It-Basket question or a recovery-related joke, call 212-870-3418 or email a voice recording to podcast@aagrapevine.org.
Stijn Schmitz welcomes David Skarica to the show. David Skarica is Contrarian Investor and the Founder of Profit From Pessimism. In this wide-ranging discussion, Skarica offers insights into current market dynamics, focusing on gold, commodities, and investment strategies. Skarica views the current gold market as part of a long-term macro trend that began in 1999, with potentially another four to six years of growth ahead. He attributes this potential to global debt levels, which have reached unprecedented heights. Central bank buying and potential retail investor interest are additional factors supporting gold’s trajectory. While gold has already seen significant appreciation, Skarica believes we are only in the first or second stage of its bull market in terms of pricing. Regarding mining stocks, Skarica is particularly interested in smaller miners near production or with strong cash flow potential. He sees opportunities in junior mining companies that can potentially increase their market capitalization significantly. His investment approach focuses on finding undervalued companies with asymmetric risk-reward profiles, preferring to make concentrated bets on a handful of carefully selected investments. Stijn also explores energy markets, with Skarica noting potential opportunities in oil, natural gas, and even renewable energy sectors. He suggests that the ongoing geopolitical tensions and increased energy demands from technological developments like AI could support higher energy prices and create investment opportunities. Skarica’s investment philosophy emphasizes contrarian thinking, patience, and seeking value in overlooked or undervalued assets. He warns against over-concentration in any single investment and recommends diversification across sectors and careful position sizing. Timestamps: 00:00:00 – Introduction 00:00:42 – Market Volatility Overview 00:01:49 – Precious Metals Bull Market 00:03:54 – Opportunities in Miners 00:07:48 – Gold as Ultimate Hedge 00:08:47 – Central Bank Buying 00:11:13 – Debasement and Debt 00:16:22 – Bull Cycle Analysis 00:20:29 – Gold Majors Valuation 00:24:14 – Junior Miners Strategy 00:33:54 – Oil Energy Outlook 00:43:13 – LNG Natural Gas Plays 00:50:42 – Concluding Thoughts Guest Links: X: https://x.com/DavidSkarica Website: https://profitfrompessimism.com YouTube: http://www.youtube.com/@profitpess David Skarica had an interest in financial markets at an early age. At the age of 16, he read the small booklet “The Plague of the Black Debt”, by James Dale Davidson, which was given to him by his uncle. David was always a sports stat nut, loving football, hockey and baseball stats, which lead to David becoming intrigued with economics and markets. David is such an avid Football and Las Vegas Raiders fan — his principal in grammar school was Bernie Custis, who was the late Raiders owner Al Davis’ roommate at Syracuse University, and the first ever African American quarterback in college and pro football history — that he also runs his own football vlog, Raiders Greats, which discusses great Raiders player of the past. He also is a soccer fan who supports Leeds Utd., as his father was born in Leeds, England. In 1996, at the age of 18, David became the youngest person on record (that he knows of anyhow) to obtain the Canadian Securities Course (CSC) license to trade investment securities. In the late 1990s, David felt that the market was becoming another epic bubble similar to the bubble of the 1920s, so he decided at the tender age of 20 to write his first book, Stock Market Panic!, which was published in 1998. Over the next decade, gold soared from $250 an ounce to nearly $1900, while the S&P 500 lost value. In the same year that this book was published, he decided to start his newsletter, Addicted to Profits. The newsletter's name was a spin on Robert Palmer's famed song Addicted to Love. The irony was Robert Palmer recorded this song in the Bahamas ay the famous Compass Point Recording Studio, and David himself would end up moving to the Bahamas in 2005 (another Irony about David moving to the Bahamas is that his mentor Sir John Templeton also resided there).
Calum Maclean meets Kerry MacPhee and Beth Legg of Bike Trossachs at the Gravelfoyle event in Aberfoyle, where the gravel bike racing season started with a race called the Gravelfoyle 10.The Nevis Range mountain bike season has just kicked off and the Mountain Bike Uplift is open. Mark meets John Sutherland to find out how the gondola works.Helen Needham joins artist Jane Frere as she puts the finishing touches to her latest exhibition The Ark, which is showing at The Barn in Banchory. At the centre of the exhibition is a giant pastel of a tree of life containing drawings of over 170 species facing extinction.In this week's podcast excerpt, Mark meets Harry Fleming, owner of a cold war bunker on the Aberdeenshire coast. Mark hears the story of the bunker from the 1950s to the present day.Mark and Calum are joined by vintage cycling enthusiast Scott Simpson, who runs the Vintage Cycling Scotland Facebook group and repairs and refurbishes older models to get them out on the road once more.In 2022, Nick Gardner from Aultbea completed all of Scotland's 282 Munros. When he set off he was 80 and he was 82 when he finished. A new film about Nick's achievement has recently been released and Calum catches up with Nick and one of the film's directors, Jay Golian, in Aberfeldy to find out more about The Oldest Munro Bagger.Mark is back at the Nevis Range near Fort William to make his way down the Blue Doon bike trail.
Monopolet: Designer Lærke Bagger, direktør Karsten Lauritzen og podcastvært Christian Bonde. Vært: Sara Bro. Hør det hele i DR Lyd.
There's a theme developing in 2026 and after his suffering of the past few years it seems Borrie might be in for some relief. That's because Marc Marquez has so far been an afterthought while Aprilia - and especially Bez - run rampant. All three classes entertained and enthralled this week while the Bagger racing exceeded expectations. All in all, 2026 is looking pretty damn interesting. So do the following: go to Patreon and sign up for the Pit Crew then head back here and press play. Or press play before you go, that's totally up to you. Just make sure you do both. Off you go. IMPORTANT: Below you will find a list of our sponsors. We expect you to support them by buying stuff from them. This is a team game and we've done our part, time for you to do yours. COMPASS EXPEDITIONS https://compassexpeditions.com/ BMW MOTORAD https://www.bmw-motorrad.com.au/en/home.html#/filter-all MADE IN GERMANY https://www.migmotorrad.com.au/ TRIUMPH AUSTRALIA https://www.triumphmotorcycles.com.au/ APRILIA MOTORCYCLES https://www.aprilia.com/au_EN/ MOTO GUZZI https://www.motoguzzi.com/au_EN/ SAVIC MOTORCYCLES https://www.savicmotorcycles.com/ PRESTIGE MOTORBIKE TRANSPORT https://prestigemotorbiketransport.com.au/ TROOPER LU https://trooperlu.com.au/ ONTRACK EXPERIENCES https://ontrackexperiences.com/ SC-PROJECT OCEANIA https://sc-project.com.au/ HARLEY-DAVIDSON https://www.harley-davidson.com/au/en/index.html AMX SUPERSTORES https://www.amxsuperstores.com.au/ CF-MOTO https://www.cfmoto.com.au/
Producer Josh updates us on a politician taking on potholes and the "Bagger of the Year"
Monopolet: Generalsekretær Johanne Schmidt-Nielsen, designer Lærke Bagger og naturformidler Sebastian Klein. Vært: Sara Bro. Hør det hele i DR Lyd.
Daniel and Shawn take a deep dive into Chapters Group — one of Europe's most rapidly evolving serial acquirers of mission-critical software and services. They explore where the group's growth is coming from, how the company allocates capital, and whether Chapters Group's valuation is justifiable. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 – Intro 00:06:56 – How Chapters Group was founded 00:09:20 – Why elite investors invest in it 00:14:09 – How their playbook for M&A works 00:20:55 – About the major long-term tailwinds behind their businesses 00:35:28 – How M&A is financed 00:46:14 – Why dilution is justified at this stage 00:50:39 – How the financials look 01:05:26 – Whether Shawn and Daniel add CHG 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. Joys of Compounding interview with CEO Jan Mohr. Chapters Group Half-Year Presentation 2025. TIVP Episode on TransDigm. Tresor Capital Research Article. CEO Mohr presenting at the Redeye Serial Acquirer Conference. William Thorndike's book: The Outsiders. Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. 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: Public.com - See the full disclaimer here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On episode 216 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson to discuss: searching for 100 baggers, the case for Opendoor, Eric's legendary Carvana call, OpenAI's wild week, and much more! This episode is sponsored by Victory Capital & Apex Fintech Solutions. Learn more about GFLW and get important information at http://www.victoryshares.com/ Learn more about Apex at https://apexfintechsolutions.com/augmented-advice Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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