Podcasts about dcf

Send us a textIn this episode, we sit down with Sonia Gupta, Partner and Co-Head of Biotech Investment Banking at Goldman Sachs. Sonia walks us through her unique journey—from studying public health at Brown, to working in healthcare consulting, to getting her MBA at MIT, and ultimately climbing the ranks at Goldman to become a senior leader advising some of the most innovative biotech companies in the world. We dive deep into what it's like to enter banking post-MBA, how her academic background shaped her approach to the job, and why healthcare—particularly biotech—is such a distinct and intellectually demanding coverage group.We explore the nuances of biotech investment banking: how to value companies that often have no revenue, how the space intersects with venture capital and tech, and why the work often feels more like strategic consulting than traditional M&A. Sonia breaks down the DCF models she and her team build—sometimes stretching 25 years—and the real-life decision-making that goes into supporting clients whose work could lead to the next blockbuster cancer drug or cure for a rare genetic disease. We also talk about how healthcare banking is segmented within the broader investment banking ecosystem and what it really means to be a “coverage banker” at Goldman.Finally, we discuss analyst exit opportunities, how banks like Goldman are thinking about retention, and what it's like building a career—and a family—while advising high-growth companies from San Francisco. Sonia's insights are thoughtful, candid, and inspiring, especially for anyone considering a career in investment banking or healthcare. Whether you're curious about the real-world utility of an MBA, the biotech IPO market, or what it means to grow into true subject matter expertise over time, this episode offers a fascinating window into one of the most complex and purpose-driven sectors on Wall Street.Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Here's a look at our top local stories for Thursday, June 12. Find these articles and much more in Thursday's print edition and online at https://www.iolaregister.com/.

In this episode, I walk through what a DCF is, one of the most common terms asked about in investment banking interviews. You'll learn how to project future cash flows, estimate terminal value, and determine the appropriate discount rate using WACC. I also explain how to calculate the cost of equity using CAPM, and share key strategies for structuring and delivering your answer clearly and confidently during interviews. Whether you're prepping for investment banking or just want to master DCF fundamentals, this episode has everything you need to understand the basics. Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep361

It's our Double or Nothing episode and the girls have a new mantra: not only are we saying what we see, but we are BELIEVING what we see, and what we believe is that Double or Nothing was for us. Anarchy in The Arena's comedy costumes, intergender violence, and flagpoles up the butt? For us. Toni and Mina ending in a passionate makeout? Extremely for us. Hangman and Ospreay retroactively justifying their entire build by a banger of a match that held our hearts in their fists the whole time? FOR US. Whatever the hell was going on in that Nigel McGuinness match? THE WHOLE TIME, IT WAS FOR US. What a night, and what a SUMMER yet to come!0:00 Chit Chat Time and WMMH8:00 Purchasing DoN17:19 Ricochet vs Mark Briscoe23:25 Speedball vs Okada25:48 Anarchy in the Arena51:30 Women's Divish1:08:03 Hangman vs Ospreay1:39:59 DCF vs Paragon1:42:54 Alex Marvez's Return1:46:46 FTR vs Nigel and GarciaSupport this podcast at — https://redcircle.com/social-suplex-podcast-network/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

How should we value L1 tokens in crypto? Today's guest, Jonah Weinstein of Skycatcher, introduces RSOV—“Realized Store of Value”—a new metric designed to fundamentally rethink how we evaluate Layer 1 assets like ETH, SOL, and BTC. In this episode, we explore why traditional models like DCF and REV fall short for monetary assets, how RSOV works, and why it may be a better way to understand crypto's total addressable market. Tune in for a fresh perspective that could change how you analyze L1s forever. ------

Lea's home from her Keeping It Strong Style Excursion and has plenty to report on, some of it even correct! We try to sort out what's going on with the Death Riders and how the Elite and Gabe Kidd fit in. Plus Hangman is making Ospreay feel SO strange, MJF and the Hurt People get 14 interminable segments, and we're SO happy to see Mina! Plus, Nigel apologizes to Tony Schiavone and it almost takes us out for good. Happy Mother's Day everyone!0:00 Chit Chat Time11:01 Death Riders and the Elite36:53 DCF, Hangman and Ospreay52:55 MJF and the Hurt People01:14:12 Toni/Mina/Mercedes01:22:30 Tony/Nigel Derangement SyndromeSupport this podcast at — https://redcircle.com/social-suplex-podcast-network/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Rozmowy prosto z Dolnośląskiego Centrum Filmowego, gdzie bije serce wrocławskiej odsłony Festiwalu Millennium Docs Against Gravity. O tym, jak poruszać się po festiwalu i doświadczyć go jak najpełniej opowiada Marlenie Kwiatkowskiej Joanna Panciuchin- pełnomocniczka dyrektorki DCF

➡️ Tu veux investir dans l'immobilier en Suisse ? Clique ici : https://www.inved.ch/fixer-un-rendez-vousHey, c'est Édouard, bienvenue dans ce nouvel épisode du podcast After, dédié à l'immobilier et au monde des affaires en Suisse romande !

Ethereum has achieved groundbreaking technological success, but has it failed to properly define ETH the asset? In this episode, Frax founder Sam Kazemian joins us to discuss what he believes is Ethereum's biggest mistake: confusing the ETH asset with Ethereum the technology. Sam argues that post-EIP-1559 and Proof of Stake, ETH unintentionally shifted toward a discounted cash flow (DCF) valuation model, undermining its potential as a commodity-like store of value. We explore how the Ethereum community can reclaim a stronger narrative around ETH and why social consensus — not just tech — determines an asset's destiny. ------

Today we give the straight talk on the state of the economy that operators running tech companies need to hear. We cover:* Ripple Effects: Even if your company doesn't ship atoms, your customers probably do. Expect slower procurement, deferred renewals, and CFOs eyeing legacy tools.* Investor Vibes: Market uncertainty = deal drag. Think longer diligence cycles, cautious boards, and DCF models sweating in real time.* ERP Economics: When Nike gets budget clotheslined, your cloud spend might too. The trickle-down is real.* Hiring Freeze Incoming: Some MBA grads might be ghosted before day one. And no, Nike won't double hire next year to make up for it.* Winners in the Wreckage: Recommerce, maintenance software, parts platforms, and demand planning tools could quietly shine.* Finance Playbook: Monthly budget reviews, cautious hiring, flexible vendor contracts, and employee comms that treat folks like grownups.* Operational Clarity: Turbulent markets are a great time to re-educate teams on “how we make money here.” Finance literacy = strategic clarity.* Sponsor Shoutout: Gelt for Mostly Metrics—proactive tax strategy for high-growth CFOs who want more than just compliance. go.joingelt.com/mostlymetrics Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Bobby and Jared discuss the NFL draft plans for the Patriots, where they should realistically end up next season, a family in MA getting arrested for evading DCF, bringing back the R7 from Taylormade, and how to use AI to create businesses.   Make sure you SUBSCRIBE to the show to stay up to date on the latest releases! You can also find the video show on YouTube by clicking here.   Make sure you check out LMNT electrolyte drink mix at drinklmnt.com! Use the following link to get a FREE variety pack with your first purchase! http://elementallabs.refr.cc/jaredmello    Thank you to our sponsor MoonBrew! Go to www.noonbrew.com/jaredmello for 10% off your entire purchase!   Thank you to our sponsor The Ice Pod! Go to www.podcompany.com and use our promo code: JARED10093 for $10 off your entire purchase!   Make sure you sign up with MyBookie.com to get all of your bets in. Use our promo code: SARCASMPOD to double your first deposit up to $1000

Sam Smink from WFSB discusses the ongoing Waterbury case and maybe an important question in the case should be why DCF didn't conduct check-ups of the kid after being pulled out of school for home schooling. Is this something that could be introduced because of this?

Beta measures systematic risk...great to know, but what do we do with it? In today's episode we'll walk through how to un-lever and re-lever beta based on the capital structure of a target business that you're valuing (e.g. for a DCF analysis).Contact: investmentbankinginsights@gmail.com

In this highly requested video, I'll show you how to easily tell if a stock is expensive or cheap using a Discounted Cash Flow, or DCF, analysis. You'll learn why knowing a stock's true value matters if you're aiming for better returns, and I'll clear up the difference between price and value. I'll walk you through when DCFs make sense—and when they don't—plus share key tips and common mistakes to watch out for. I'll also explain why waiting to buy a stock when it's cheap (or sell when it's overpriced) isn't the same thing as trying to time the market. Finally, I'll show my favorite online tool that can visually show you if a stock is expensive or cheap, saving you a lot of time that manual DCFs can take, though I still encourage you to learn how to do them. Join the world's largest free Dividend Discord ➜ https://discord.gg/kkSr5FY Join my channel membership as a GenEx Partner to access new perks: https://www.youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q/join Seeking Alpha Affiliate Referral Link ➜ https://www.sahg6dtr.com/2352ZCK/R74QP/ Click my FAST Graphs Link (Use coupon code AFFILIATE25 to get 25% off your 1st payment) ➜ https://fastgraphs.com/?ref=GenExDividendInvestor Please use my Amazon Affiliates Link ➜ https://amzn.to/2YLxsiW Thanks! As an Amazon Associate I earn from qualifying purchases. Support me & get Patreon perks ➜ https://www.patreon.com/join/genexdividendinvestor Use my Financial Modeling Prep affiliate link for awesome stock API data (up to a 25% discount) ➡️ https://site.financialmodelingprep.com/pricing-plans?couponCode=genex25

How do investors, analysts, and companies decide what a business is really worth? In this deep dive episode of Corporate Finance Explained on FinPod, we unpack the fundamentals of corporate valuation—from enterprise value vs. equity value to the tools used by top professionals.You'll learn how to use DCF analysis, comparable company analysis (CCA), and precedent transactions to value a company—and how FP&A teams use these skills internally to guide smart decisions. We also explore the human side of valuation, how Warren Buffett thinks about “intrinsic value,” and why these concepts matter in your life and career. Whether you're in investment banking, FP&A, or just curious about how valuation works, this episode breaks it all down.

Governor Lamont joined us for the latest on legislative moves happening up in Hartford during the legislative session. We talked about DCF and oversight for homeschool children, backlash towards Avelo Airlines, a potential nursing home strike in the state, high utility costs and state investments in non-profit organizations. Image Credit: Reuters

     Slam the Gavel welcomes John Scott from Florida to the podcast. John is the victim of multiple DCF Civil Rights Violations by a caseworker that has since left DCF. It all started November 6th, 2023. The caseworker, B. Bachelor, was rude, made malicious insinuations and wanted John to go into detail about DV that was done to him by his ex while in front of the children. This caseworker criminally conspired with multiple members of the Okaloosa County, FL Sheriff's Department to have him arrested for allegedly being a convicted felon in possession of a firearm. However, there was a paperwork issue.... Where is the accountability??     John discussed his story and has a 2023 arrest case sealed by a Federal Judge and a 2022 Civil Rights Violation case sealed as well. John has court on April 7th, 2025 and has reached out to 200 law firms and found one that deals with DCF cases. John is trying to get the retainer together to be represented by Rapier Law Firm from Illinois. To Reach John Scott:  nkchvactech315@gmail.com***** Supportshow(https://www.buymeacoffee.com/maryannpetri)Maryann Petri: dismantlingfamilycourtcorruption.comhttps://www.tiktok.com/@maryannpetriFacebook:  https://www.youtube.com/@slamthegavelpodcasthostmar5536Instagram: https://www.instagram.com/guitarpeace/Pinterest: Slam The Gavel Podcast/@guitarpeaceLinkedIn: https://www.linkedin.com/in/maryann-petri-62a46b1ab/  YouTube:  https://www.youtube.com/@slamthegavelpodcasthostmar5536  Twitter https://x.com/PetriMaryannEzlegalsuit.comhttps://ko-fi.com/maryannpetri*DISCLAIMER* The use of this information is at the viewer/user's own risk. Not financial, medical nor legal advice as the content on this podcast does not constitute legal, financial, medical or any other professional advice. Viewer/user's should consult with the relevant professionals. Reproduction, distribution, performing, publicly displaying and making a derivative of the work is explicitly prohibited without permission from content creator. Podcast is protected by owner. The content creator maintains the exclusive right and any unauthorized copyright infringement is subject to legal prosecution. Support the showSupportshow(https://www.buymeacoffee.com/maryannpetri)http://www.dismantlingfamilycourtcorruption.com/

Ed Lando is the Co-founder of Pareto, where he's been an early investor in over 25 unicorns, started and incubated over 10 companies, and was recently named the most active angel investor in the world according to Crunchbase.We get into how Ed first got started angel investing, how he built up deal flow, why he's historically kept a low profile, and why he hasn't raised outside capital.We also talk concentration vs diversification, why there's many ways to build successful companies, advice on hiring your first employees, and his playbook for incubating companies at Pareto, which is where he focuses most of his time. Timestamps:(0:00) Intro(2:51) Getting into angel investing(3:58) Debating high vs low PR strategies(8:27) How to start building deal flow when angel investing(10:00) Pareto: first investor in people leaving school or their job(12:05) Evolving from angel to fund(14:57) Why Ed didn't raise outside capital(20:33) Concentration vs diversification(28:29) Investing in non-sexy categories(32:50) There's no one right way to build a company(36:03) When to go against traditional wisdom(39:36) Lessons from his anti-portfolio(45:59) Ed's close relationship with his parents((49:04) How we're using AI(54:04) Incubating companies(58:38) Investing beyond spreadsheets and DCF models(1:05:49) How to trust your intuition investing (1:09:47) How to move fast(1:14:24) What most people get wrong when incubating companies(1:18:40) How to hire your first employees(1:26:27) Navigating hype when building and investing1:29:59 Venture math and the Power Law1:35:33 How Ed and Pareto's strategy might break1:38:45 Differences between the US and EuropeReferencedPareto: https://pareto20.com/Misfit Market: https://www.misfitsmarket.com/Catalina Crunch: https://catalinacrunch.com/Zamp: https://zamp.com/Magnus Carlsen on Joe Rogan: https://www.youtube.com/watch?v=ybuJ_nIXwGEFollow EdTwitter: https://x.com/edwardlandoLinkedIn: https://www.linkedin.com/in/edwardlando/Substack: https://edwardlando.substack.com/Follow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/

In this Florida Man Friday episode, Ky tells you the case of Diane Natasha Mack, a former child welfare worker whose actions led to the tragic death of her adopted daughter, Selena. The narrative begins with a seemingly routine 911 call: a mother reporting her unresponsive child. However, what unfolds next is a shocking revelation of abuse and neglect that raises serious questions about the child welfare system. When first responders arrived, they found a malnourished 13-year-old child covered in wounds, a grim reflection of the systemic horrors that had transpired in Diane's home.As we explore the timeline of events, it quickly becomes apparent that Diane's initial claims about her daughter's condition were fabricated. Instead of calling for help immediately, she opted to drive her other children two and a half hours away. This decision to delay medical assistance underscores a chilling narrative of neglect and potential premeditation. The investigation into Diane's home revealed further evidence of sustained abuse, including shackles and blood-stained restraints, highlighting the level of violence and control exerted over Selena. The findings at the crime scene were so disturbing that Sheriff Paul Blackman described it as one of the most shocking cases he had ever encountered.Throughout the episode, we bring to light Diane's background as a Department of Children and Families (DCF) worker, a role that ironically positioned her to protect vulnerable children rather than harm them. My discussion emphasizes the immense failure of the child welfare system, questioning how someone with such a background could adopt children and then subject them to such deplorable treatment. As I break down Diane's history and her stint as a court-appointed guardian ad litem, I confront systemic issues within the DCF — from overwhelmed caseworkers handling excessive caseloads to the alarming lack of proper oversight that allowed this abuse to occur unnoticed.We also hear from Selena's biological mother, Jennifer, who lost custody years prior and desperately sought to reunite with her daughter. Her emotional pleas resonate throughout the episode, serving as a stark reminder of the human cost when child welfare systems fail. As the ramifications of Diane's actions unfold, I discuss the ongoing legal proceedings, including the charges of first-degree murder and the state's pursuit of the death penalty, and reflect on the broader implications for child welfare policies in Florida.As I wrap up the episode, I reflect on the critical need for reform within the DCF and the urgent call to action regarding child protective services nationwide. The tragedy of Selena's case is more than just a singular horror; it reveals widespread systemic failures that place countless children at risk. I encourage listeners to engage with this case and share their thoughts, stressing the need for awareness and accountability in the fight for children's rights and safety. The episode serves as a grim reminder that we must not turn a blind eye; each child deserves protection and care, and it's up to us to advocate for systemic change.********************************************************************************Sources:https://www.myfloridanews.com/news/southwest/sebring-woman-charged-with-murder-and-abuse-of-adopted-daughter/article_2e36efcc-5ca9-5cbb-bdb3-9f17264f1405.htmlhttps://www.lawyerherald.com/articles/60882/20241118/daughter-dead-garage-florida-child-welfare-worker-abuse-bruised-diane-natasha-mack.htmhttps://www.wfla.com/news/highlands-county/ex-department-of-children-and-families-worker-accused-of-killing-teen-daughter/https://people.com/dcf-worker-charged-murder-daughter-found-naked-emaciated-diaper-8747303https://www.fox35orlando.com/news/florida-woman-charged-murder-abuse-death-adopted-daughter-13**********************************************************************************HOW TO SUPPORT LOVE AND MURDER:

In this episode we are discussing the collaborative efforts of DCF & DHS around how to support youth with developmental disabilities to transition into the adult care system. We talk about what supports are available and what resources families can utilize to help with this transition.

A Connecticut woman is being accused of holding her stepson captive for more than 20 years and now, lawmakers are demanding DCF for answers. We spoke with Senator Jason Perillo, Ranking Senator on the Committee for Children, about the case in Waterbury and recent other Connecticut cases putting DCF in the hot seat. IMAGE CREDIT: Eric Urbanowicz

On this week's episode we welcome back Meghan Walsh the daughter of Americas Most Wanted John Walsh and story behind the fraudulent case of DCF and CPS taking her children including a 5 day old baby girl by using the courts and a bogus Judges order along with the local authorities. TGI Now Podcast was on the scene that day to witness it live including a viral video that shows the fraud and abuse of the "child protective services system". We will review the video live with Meghan

On this week's Stansberry Investor Hour, Dan and Corey welcome Pieter Slegers to the show. Pieter is the founder of Compounding Quality, an investment newsletter that boasts more than 440,000 subscribers.  Pieter kicks things off by sharing how he got his start in asset management, why he began investing in U.S. stocks, and the difference between value investing and quality investing. This leads to a discussion about Warren Buffett's impressive track record and one particular software company that Pieter likes today. He breaks down several criteria he uses when looking for investment opportunities – including founder-led businesses, long-tenured CEOs, and wide moats – and how exactly he narrows down his list. (1:40) Next, Pieter talks about the evolution of his successful X account that he began anonymously but eventually put his face on after it gained a lot of attention. As Pieter emphasizes, if you're taking investment advice from someone, that person should be invested alongside you and have skin in the game. For that reason, Pieter is looking to launch an investment fund later this year. Pieter then lists off a few companies he likes today and discusses the importance of investing in growing end markets. (20:30) Finally, Pieter gives his thoughts on the balancing act between paying high valuations for good companies versus missing an opportunity to own a great business. As Pieter details, it's all about an investor's individual risk tolerance and whichever strategy works best for them. Pieter also covers the flaws in discounted cash flow ("DCF") models, two companies that are overpriced today based on reverse DCF, and the three valuation methods he personally uses. (37:47)

On this week's Stansberry Investor Hour, Dan and Corey welcome Pieter Slegers to the show. Pieter is the founder of Compounding Quality, an investment newsletter that boasts more than 440,000 subscribers.  Pieter kicks things off by sharing how he got his start in asset management, why he began investing in U.S. stocks, and the difference between value investing and quality investing. This leads to a discussion about Warren Buffett's impressive track record and one particular software company that Pieter likes today. He breaks down several criteria he uses when looking for investment opportunities – including founder-led businesses, long-tenured CEOs, and wide moats – and how exactly he narrows down his list. (1:40) Next, Pieter talks about the evolution of his successful X account that he began anonymously but eventually put his face on after it gained a lot of attention. As Pieter emphasizes, if you're taking investment advice from someone, that person should be invested alongside you and have skin in the game. For that reason, Pieter is looking to launch an investment fund later this year. Pieter then lists off a few companies he likes today and discusses the importance of investing in growing end markets. (20:30) Finally, Pieter gives his thoughts on the balancing act between paying high valuations for good companies versus missing an opportunity to own a great business. As Pieter details, it's all about an investor's individual risk tolerance and whichever strategy works best for them. Pieter also covers the flaws in discounted cash flow ("DCF") models, two companies that are overpriced today based on reverse DCF, and the three valuation methods he personally uses. (37:47)

Fund your account in five minutes or less athttps://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Is Lam Research (LRCX stock) a value stock to buy now for 2025? Chip Stock Investors Nick and Kasey discuss the companies outlook and future growth potential, especially as memory chips for use in AI remain in high demand. Lam's Semiverse software and Dextro robot are also put in the spotlight in this video. The semiconductor supply chain, new export restrictions to China, and an updated reverse DCF model discussion are also included.Join us on Discord with Semiconductor Insider:https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here:https://finchat.io/csi/********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #LRCX #LamResearch #semiconductorstocks #lrcx #chips #investing #stocks #ai #chipstocks #stocks #investor #stockmarket#chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocksNick and Kasey own shares of Lam ResearchPublic Disclosure:All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply.

Imagine someone offers you a golden hen. A real, egg-laying golden hen. Now, here's the question: How much would you pay for it? Most people would start by asking, “How many golden eggs does it lay? How often? Are the eggs pure gold or just gold-plated?” Congratulations—if you thought that way, you've just tapped into the essence of DCF, or Discounted Cash Flow, which is one of the ways we value a business as investors. Now, DCF isn't just a way to value a hen—or a business. It's a way to think. A mindset. And once you adopt this frame of mind, it changes how you invest forever. Let's discuss this more in today's episode of the #TheInnerGame #podcast.

This week, Drewby and Yergy head to Winooksi, Vermont, to discuss the case of Peighton Geraw, a toddler who fell through the cracks of DCF. After presenting with unusual bruising, Vermont DCF Investigator John Salter paid a visit to the family home. At that time, little Peighton was possibly already dead, but the Investigator had no clue as he failed to conduct a physical inspection of the little boy. He was just 14 months and 25 days old. According to the autopsy findings, Peighton showed signs of shaken baby syndrome. He had multiple injuries to the top of his head, a forehead injury, neck injuries, damage to the retinal nerves in both eyes, and brain bleeding. He also had a lower leg fracture. His mother, Nytosha Marie Laforce, only served 4 years for his death.  Support Our Patreon: https://www.patreon.com/themiserymachine PayPal: https://www.paypal.me/themiserymachine Join Our Facebook Group: https://t.co/DeSZIIMgXs?amp=1 Instagram: miserymachinepodcast Twitter: misery_podcast Discord: https://discord.gg/kCCzjZM #themiserymachine #podcast #truecrime Source Material: https://www.nashuatelegraph.com/news/local-news/2013/05/30/nashua-police-charge-two-vt-parolees-with-fugitive-from-justice-raps/ https://vtdigger.org/2014/07/10/dcf-worker-cleared-death-winooski-toddler/ https://www.facebook.com/Justice-for-Peighton-100050808793855/   https://www.mynbc5.com/article/former-boyfriend-admits-he-lied-to-police-in-toddler-murder-investigation/3317157 https://www.burlingtonfreepress.com/story/news/local/2014/06/13/boyfriend-charged-winooski-baby-death/10429647/ https://www.mynbc5.com/article/tyler-chicoine-facing-charges-of-giving-false-information-to-police/3317152 https://www.findagrave.com/memorial/206046164/peighton_a-geraw/photo  https://www.mynbc5.com/article/dozens-light-lanterns-for-peighton-geraw/2749501  https://vtdigger.org/tag/peighton-geraw/ https://vtdigger.org/2022/05/03/rev-stephen-berry-dcf-cannot-supervise-itself-it-needs-outside-oversight/ https://vtdigger.org/2016/10/14/plea-agreement-mother-peighton-geraw/ https://vtdigger.org/2015/07/01/report-number-of-vermont-children-in-state-custody-up-by-33-percent/ https://vtdigger.org/2014/11/21/outside-report-criticizes-dcf-handling-child-deaths/ https://vtdigger.org/2014/11/13/father-dezirae-sheldon-sues-state/ https://vtdigger.org/2014/10/01/report-recommends-boosting-staff-training-coordination-dcf/ https://vtdigger.org/2014/07/25/mothers-boyfriend-pleads-guity-death-third-child-ties-dcf/ https://vtdigger.org/2014/07/13/special-report-can-federal-pressure-reunifying-families-lead-tragedy/ https://vtdigger.org/2014/07/10/dcf-worker-cleared-death-winooski-toddler/ https://vtdigger.org/2014/06/20/human-services-chief-shuffles-staff-wake-dcf-problems/ https://vtdigger.org/2014/06/18/mother-third-baby-die-three-months-speaks-dcf-connection/ https://vtdigger.org/2014/05/28/mother-slain-winooski-toddler-pleads-guilty-second-degree-murder-charge/ https://vtdigger.org/2014/05/27/mother-charged-death-winooski-toddler/ https://vtdigger.org/2014/05/13/dcf-responsible-second-toddler-death-commissioner-says/ https://www.burlingtonfreepress.com/story/news/2016/10/07/winooski-woman-baby-death/91732196/ https://apnews.com/general-news-c09ae6a9db184ad0858b93015cc5c8ac https://www.mynbc5.com/article/toddlers-death-prompts-advocates-to-push-for-change/2749551 https://lawreview.vermontlaw.edu/staff-note-victims-of-the-system-can-state-law-and-policy-provide-adequate-protection-for-our-children/ https://www.nefac.org/deaths-two-children-public-records-request-exposes-deficiencies-vermonts-dcf/ https://www.mynbc5.com/article/questions-raised-about-hospitals-actions-days-before-toddlers-death/2748777 https://www.vtcng.com/stowe_reporter/news/local_news/dcf-worker-cleared-in-death-of-toddler/article_fba35eee-0dde-11e4-b476-001a4bcf887a.html https://www.sevendaysvt.com/OffMessage/archives/2014/11/21/damning-report-issued-on-dcf-in-infant-death-cases https://legislature.vermont.gov/Documents/2014/WorkGroups/Committee%20on%20Child%20Protection/Police/W~Det.%20Lt.%20James%20Cruise~Case%20Narrative%2014A102352%20PG-%20Redacted~7-23-2014.pdf https://mylifeofcrime.wordpress.com/2021/04/17/mothers-from-hell-nytosha-laforce-killed-her-15-month-old-son-peighton-geraw-sentenced-to-6-15-years-in-prison/ https://www.newspapers.com/image/924134723/?match=1&terms=Peighton%20A%20Geraw https://www.newspapers.com/image/113637712/?match=1&terms=Peighton%20Geraw%2C%20birth https://www.nashuatelegraph.com/news/local-news/2013/05/30/nashua-police-charge-two-vt-parolees-with-fugitive-from-justice-raps/ https://www.facebook.com/tyler.chicoine https://www.facebook.com/nytosha.laforce.5 https://www.burlingtonfreepress.com/videos/news/2014/05/28/9674273/ https://www.newspapers.com/image/113694819/?article=391142ca-80a9-45ab-96df-6f625f2fbf80&xid=4717&terms=Peighton_Geraw

In 2020, the Hartmans grow even more isolated as Covid hits: Sophie pulls C out of school citing worsening health and breaks with the church community who've been supporting her and her daughters.  Concerns for abuse grow as Sophie begins to push a new narrative that C has central precocious puberty (CPP), a condition that causes the body to go through puberty prematurely, After making an initial DCF report in 2019 and tracking Sophie's demands for increasingly invasive procedures: Seattle Children's Child Abuse Team files an official report to the Department of Children, Youth, and Families. Her daughters are subsequently placed in protective custody and Sophie is charged with assault of a child in the second degree.  We hear from the Seattle reporter who broke the story, Olivia LaVoice and dig into the extensive documentation from the  investigation with Detective Michael Lee, a major crimes detective in Texas and co-founder of the National Crimes Against Children Investigators Association.. Andrea also talks with Dr. Mary Zupanc, a pediatric neurologist and epilepsy specialist with over 30 years of clinical and research experience with AHC. She gives listeners a better understanding of AHC by describing the history of the disorder, the various symptoms, common environmental triggers, and how clinical diagnoses of AHC are made. *** Links and Resources: More about Dr. Mary Zupanc: https://www.childneurologysociety.org/awards/mary-l-zupanc-md/ Check out Olivia LaVoice's podcast, The Bakersfield Three: https://www.iheart.com/podcast/867-the-bakersfield-three-128074552/ Chad Goller-Sojourner's Sitting in Circles with Rich White Girls: Memoir of a Bulimic Black Boy will be adding show dates in spring 2025. Click HERE for more information.  Preorder Andrea and Mike's new book The Mother Next Door: Medicine, Deception, and Munchausen by Proxy Catch Andrea and Mike at their Seattle Book Launch Event: https://www.eventbrite.com/e/andrea-dunlop-and-mike-weber-the-mother-next-door-tickets-1097661478029 Learn more about our featured non-profit and mutual aid organizations: https://www.nobodyshouldbelieveme.com/nsbm-supports/ Check out You Probably Think This Story's About You: https://brittaniard.com/podcast Click here to view our sponsors. Remember that using our codes helps advertisers know you're listening and helps us keep making the show! Subscribe on YouTube where we have full episodes and lots of bonus content. Follow Andrea on Instagram for behind-the-scenes photos: @andreadunlop Buy Andrea's books here. To support the show, go to Patreon.com/NobodyShouldBelieveMe or subscribe on Apple Podcasts where you can get all episodes early and ad-free and access exclusive ethical true crime bonus content. For more information and resources on Munchausen by Proxy, please visit MunchausenSupport.com The American Professional Society on the Abuse of Children's MBP Practice Guidelines can be downloaded here. Learn more about your ad choices. Visit megaphone.fm/adchoices

**Available Resources for Parents**   Nationwide: 2-1-1 Postpartum Support International Suicide Prevention Hotline- 1.800.273.8255 Knee to Knee  National Parent Youth Helpline- 855.427.2736 National Maternal Mental Health Hotline-1-833-TLC-MAMA National Domestic Violence Hotline- 1.800.799.7233 PSI Depression hotline- 1.800.944.4PPD   Arizona Specific: 2-1-1 Arizona Family Involvement Center Prevent Child Abuse Arizona   Welcome back to By Their Side, listeners! I am so thrilled to be joined in this episode by two guests - Lindsey Shine and Samara Vaught, two amazing and inspiring birth moms who have both gone through the tough journey of dealing with the child welfare system until ultimately being reunited with their children. They now work at the Family Involvement Center, offering peer support to parents in similar situations. Listen in as they share their personal stories, both of which are heart-wrenching and inspirational. We discuss their struggles with addiction, domestic violence, and the overwhelming challenges of dealing with the system, all while trying to stay connected with their children, but I promise that it isn't all doom and gloom. These women are passionate about providing hope to other parents, showing them that reunification is possible and offering practical advice for those who might feel like they have nowhere to turn. You will also hear how the Family Involvement Center and its Parents for Parents program became a turning point for both Lindsey and Samara, offering them the support that they needed when they felt most defeated. They both highlight the importance of community support and understanding, and how small acts of encouragement can make a huge difference. This episode is about hope, resilience, and the power of human connection, so tune in to hear more about their journey and how they're helping others find their way back to their children! Highlights: [2:17] - Hear about how the Family Involvement Center offers free support to parents navigating the Child Welfare system. [4:53] - The Parents for Parents program offers support from people with lived experience in the foster care system. [7:30] - Samara shares how she got through her struggles with hope. [10:41] - Lindsey reflects on her struggle with meth addiction, homelessness, and distrust while pregnant. [13:36] - Lindsey felt that her case was disorganized, but the Family Involvement Center provided hope and support. [16:23] - The turning point for Lindsey was the support from Commissioner Allen and her own determination. [17:46] - Samara shares having found honest conversations with her case manager in the shelter motivating and encouraging. [20:54] - Samara reflects on her manipulative behavior in the past and how honesty made a significant difference in her recovery. [22:38] - Lindsey faced immense housing challenges, but support and perseverance kept her going. [25:41] - Lindsey advises persistence, daily effort, and broad engagement to improve chances of success. [27:18] - Samara advocates for community support, family resource centers, and normalizing seeking help for family reunification. [30:29] - Libraries could better serve families by expanding community-based support beyond just internet access. [33:59] - Samara urges the community to provide resources before escalation to reduce unneeded DCF involvement. [35:33] - Lindsey shares having felt unsupported and doubted her ability to keep her children. [38:37] - Lindsey is grateful for her relationship with her children but wishes that she had received more encouragement at the time. [40:37] - It's important to support families after reunification to help them lead healthier lives. [41:59] - Lindsey finds that praise and direct encouragement can be a game changer and can build confidence. [43:00] - Samara credits her daughter's supportive placement with helping their relationship and enabling her own recovery. [46:24] - Positive conversations and boundary-setting while fostering children and supporting parents is very important. [47:41] - Samara advocates for open communication with families, recognizing progress and normalizing seeking help for reunification. [50:29] - Parents, not placements, are statistically best suited to care for their children long-term, whenever possible. [51:08] - Regardless of reunification outcomes, families should leave the process with hope and resources. [54:59] - Lindsey advises reframing difficult interactions to recognize a parent's passion for their children and their struggles. [57:16] - Lindsey values her parents' support, even after strained relationships. [58:05] - Samara finds empowerment in working with the Family Involvement Center, realizing that her past does not define or limit her.  

**Available Resources for Parents** Nationwide: 2-1-1 Postpartum Support International Suicide Prevention Hotline- 1.800.273.8255 Knee to Knee  National Parent Youth Helpline- 855.427.2736 National Maternal Mental Health Hotline-1-833-TLC-MAMA National Domestic Violence Hotline- 1.800.799.7233 PSI Depression hotline- 1.800.944.4PPD   Arizona Specific: 2-1-1 Arizona Family Involvement Center Prevent Child Abuse Arizona Welcome back to By Their Side, listeners! I am so thrilled to be joined in this episode by two guests - Lindsey Shine and Samara Vaught, two amazing and inspiring birth moms who have both gone through the tough journey of dealing with the child welfare system until ultimately being reunited with their children. They now work at the Family Involvement Center, offering peer support to parents in similar situations. Listen in as they share their personal stories, both of which are heart-wrenching and inspirational. We discuss their struggles with addiction, domestic violence, and the overwhelming challenges of dealing with the system, all while trying to stay connected with their children, but I promise that it isn't all doom and gloom. These women are passionate about providing hope to other parents, showing them that reunification is possible and offering practical advice for those who might feel like they have nowhere to turn. You will also hear how the Family Involvement Center and its Parents for Parents program became a turning point for both Lindsey and Samara, offering them the support that they needed when they felt most defeated. They both highlight the importance of community support and understanding, and how small acts of encouragement can make a huge difference. This episode is about hope, resilience, and the power of human connection, so tune in to hear more about their journey and how they're helping others find their way back to their children! Highlights: [2:17] - Hear about how the Family Involvement Center offers free support to parents navigating the Child Welfare system. [4:53] - The Parents for Parents program offers support from people with lived experience in the foster care system. [7:30] - Samara shares how she got through her struggles with hope. [10:41] - Lindsey reflects on her struggle with meth addiction, homelessness, and distrust while pregnant. [13:36] - Lindsey felt that her case was disorganized, but the Family Involvement Center provided hope and support. [16:23] - The turning point for Lindsey was the support from Commissioner Allen and her own determination. [17:46] - Samara shares having found honest conversations with her case manager in the shelter motivating and encouraging. [20:54] - Samara reflects on her manipulative behavior in the past and how honesty made a significant difference in her recovery. [22:38] - Lindsey faced immense housing challenges, but support and perseverance kept her going. [25:41] - Lindsey advises persistence, daily effort, and broad engagement to improve chances of success. [27:18] - Samara advocates for community support, family resource centers, and normalizing seeking help for family reunification. [30:29] - Libraries could better serve families by expanding community-based support beyond just internet access. [33:59] - Samara urges the community to provide resources before escalation to reduce unneeded DCF involvement. [35:33] - Lindsey shares having felt unsupported and doubted her ability to keep her children. [38:37] - Lindsey is grateful for her relationship with her children but wishes that she had received more encouragement at the time. [40:37] - It's important to support families after reunification to help them lead healthier lives. [41:59] - Lindsey finds that praise and direct encouragement can be a game changer and can build confidence. [43:00] - Samara credits her daughter's supportive placement with helping their relationship and enabling her own recovery. [46:24] - Positive conversations and boundary-setting while fostering children and supporting parents is very important. [47:41] - Samara advocates for open communication with families, recognizing progress and normalizing seeking help for reunification. [50:29] - Parents, not placements, are statistically best suited to care for their children long-term, whenever possible. [51:08] - Regardless of reunification outcomes, families should leave the process with hope and resources. [54:59] - Lindsey advises reframing difficult interactions to recognize a parent's passion for their children and their struggles. [57:16] - Lindsey values her parents' support, even after strained relationships. [58:05] - Samara finds empowerment in working with the Family Involvement Center, realizing that her past does not define or limit her.  

For this episode of the Data Center Frontier Show Podcast, DCF Editor in Chief Matt Vincent and Senior Editor David Chernicoff sat down for a far-reaching discussion with data center industry luminary Ron Vokoun, a 35-year veteran of the construction industry with a primary focus on digital infrastructure.  "I got into telecom back in '92, which led to data centers," he said. "Probably worked on my first one around '96 or '97, and I've been involved ever since." Currently the Director of National Market Development for Everus Construction Group, Vokoun has been involved in AFCOM, both regionally and nationally, for nearly two decades and is an emeritus content advisory board member for Data Center World. He has also written extensively for Data Center Dynamics. Vokoun added, "I've just always been curious—very much a learner. Being a construction guy, I often write about things I probably have no business writing about, which is always the challenge, but I'm just curious—a lifelong learner. Interestingly, [DCF founder] Rich Miller ... gave me my first blogging opportunity." Here's a timeline of the podcast's highlights: Introductions  - Ron Vokoun shares his extensive background. He has been in the construction industry for 35 years. 1:46 - On his role at Everus Construction Group and the company's diverse services across the nation. 2:07 - Vokoun reflects on his long-standing relationship with Rich Miller. He acknowledges Rich's influence on his blogging career. 3:05 Nuclear Energy  - A discussion about nuclear energy trends occurs. The importance of nuclear energy in data center construction is probed. 3:35 - Natural gas is highlighted as a key trend. Its role as a gateway to hydrogen is emphasized. 3:51 - The impact of recent nuclear developments is analyzed. The reopening of Three Mile Island is noted as significant. 4:55 Future Power Sources for Data Centers  - Discussion turns to the timeline for small modular reactors (SMR). Vokoun expresses some confidence that significant developments will occur within five years. 5:42 - Natural gas is identified as a potential primary power source. Its role as a cleaner alternative to diesel generators is acknowledged. 7:49 Natural Gas Interest   - Vokoun talks about how natural gas generators are being considered by major companies, and how much more implementation is anticipated in the near future. 9:18 - The advantages of multiple power sources are emphasized. Vokoun remarks on how natural gas plants can adjust more quickly than nuclear or coal plants. 10:53 Power Project Lawsuits and Concerns  - Concerns about the impact on residential customers are raised. The relocation of power from one vendor to another is discussed. 12:12 - The potential for increased power generation is highlighted. A net decarbonization effect is suggested due to more carbon-free power sources. 12:59 Impact of Liquid Cooling   - Discussion centers on advancements in power distribution. Insights are shared on liquid cooling infrastructure trends. 13:34 - Direct liquid cooling is noted as prevalent. Immersion cooling is mentioned as having lost traction. 16:06 Immersion Cooling Technologies  - A discussion about immersion cooling technologies occurs. The efficiency of direct to chip cooling is emphasized. 17:12 - Concerns regarding the weight of new racks are raised. The need for plumbing in liquid cooling systems is highlighted. 17:48 - The potential narrowing of the immersion cooling market is predicted. A quick market response is anticipated based on immersion cooling's market share. 19:00 Energy Storage Technologies Overview   - The advantages of various energy storage technologies are discussed. Lead acid, lithium ion, and sodium solutions are mentioned as key options. 20:00 - The shift in market share from lead acid batteries is highlighted. Sodium-based products are noted as an exciting emerging technology. 20:41 - Data centers in new locations are referenced. 21:50 Evolving Site Selection Criteria   - The evolution of site selection for data centers is discussed. The importance of having reliable power sources is emphasized. 22:57 - The rise of data center locations in Indiana is highlighted, as an example of how previously overlooked areas are now experiencing significant development. 24:01

On this episode of the DCF Show Podcast, iMasons Climate Accord (ICA) Executive Director, Miranda Gardiner,  shares insights on sustainability and emissions reduction strategies for data centers with DCF editors Matt Vincent and David Chernicoff.  During the course of the talk, Gardiner explains how the iMasons Climate Accord (ICA), as part of Infrastructure Masons, focuses on data center industry emissions reductions as its primary goal, including approximately 300 member companies in the digital infrastructure space. The recent ICA flagship initiative emphasizing the value of Environmental Product Declarations (EPDs) for materials and equipment, as signed by major hyperscale players like AWS, Google, and Microsoft, is also unpacked.  We also learn how the Climate Accord aims to enhance global outreach and collaboration, particularly in regions such as APAC and Latin America, to address local sustainability challenges. Gardiner also discusses how the group's future efforts will prioritize transparency and verification in sustainability claims to ensure accountability within the data center industry. 

Send us a textIf you want to become a better maker, understanding the nuances of fabrics and fabric attributes is crucial to your development. We still hear a lot of people mention old or disproven theories about what fabrics can and cannot do. Don't be left in the dark. Listen to hear about 8 common fabric myths and how they impact your projects. The Myths1. Technical Fabrics are uncomfortable against the skin 2. The best insulation is always down 3. DCF is a weak textile4. DWR lasts forever 5. You need the perfect thread and needle for each fabric6. You can't sew technical fabrics without professional gear7. Fabrics that include a ripstop grid are always stronger than ones without8. You need the HH to be as high as possible for functional gear Find Us on Social Media

Understanding the Weighted Average Cost of Capital (WACC) is one of the most common interview questions. In this episode, we'll break it all down—from the components of the formula to how it's calculated. You'll learn how to combine the cost of equity, cost of debt, and capital structure to determine the rate a company should use in a DCF model. Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep304

In today's episode of the Data Center Frontier Show podcast, DCF's editors speak with hyperscale data center industry veteran Yuval Bachar, founder and CEO of hydrogen data center operator EdgeCloudLink (ECL).  Bachar has held data center leadership positions with Microsoft Azure, LinkedIn, Facebook, Cisco, and Juniper Networks. He was a founder of the Open19 project, which creates open hardware designs for enterprise users, and holds eight U.S. patents in data center, networking and system design. During the interview, we asked Bachar about ECL's flagship hydrogen data center projects near Houston, TX and Mountain View, CA. He went on to outline ECL's future plans for expansion and sustainability in response to growing AI demands. Within the context of Bachar's forecast outlook for hydrogen data centers, DCF's editors also inquired about natural gas as a transitional power source and the challenges of natural gas infrastructure.  With the AI boom is driving heavy interest in the upsides of hydrogen data centers, Bachar also took time to emphasize his company's ongoing commitments to sustainable data centers, as reflected by the industry at large. Our hydrogen production strategy discussion also touched on hyperscalers' intense needs for new energy solutions, before circling back around to sustainability in data center operations. Phased Development During our interview, Bachar said that ECL is expanding its hydrogen data center business with a focus on Texas, aiming for 100 megawatts in the first phase of campus development there and additional phases every six months. The company plans to complete four sites in the next four to five years, contingent on hydrogen availability and supply chain capabilities.  He emphasized that the urgency for data centers to meet AI demand is critical, citing estimates of the industry needing 50 to 100 gigawatts of power in the next five years, while highlighting the importance of rapid deployment and sustainable practices. He further noted that ECL is positioned as a significant off-taker for hydrogen, influencing suppliers to invest in cleaner hydrogen production facilities.  Bachar underlined his company's sustainability bona fides by stating, "We can deliver data centers which are fully sustainable right now." He noted that ECL aims to use a blend of gray and blue hydrogen initially in its data centers, transitioning to green hydrogen as production increases. 

Waarderen. Het blijft een lastig, maar toch groot onderdeel van beleggen. Deze aflevering ruim baan voor de DCF, en in het bijzonder: de reverse DCF. Pim heeft een milde obsessie gekregen voor de term ‘terminal value', waarmee bedoeld wordt hoeveel het bedrijf waard is tot in de oneindigheid. Die periode is veel groter dan de periode waarover je een voorspelling doet, en juist daarin kan heel veel van de waarde worden gecreëerd. Dat maakt het heel belangrijk dat je hier juist goed over nadenkt en je aannames expliciet maakt – en daar kan een omgekeerde DCF erg bij helpen. Met een voorbeeld van een reverse DCF voor Adyen leggen we het je uit.► Uitgebreide show notes en achtergrondinformatie: https://jongbeleggendepodcast.nl/179-reverse-dcf ► Word Vriend: https://portfoliodividendtracker.com ► Updates via Instagram: https://www.instagram.com/jongbeleggen ► Mijn volledige portfolio: https://app.portfoliodividendtracker.com/p/jongbeleggen 1) We maken gebruik van programmatic advertising, wat inhoudt dat we geen invloed hebben op de spots die in de podcast worden afgespeeld. Dit is vergelijkbaar met tv, YouTube, radio en de krant, uiteraard met uitzondering van de advertenties die we zelf hebben ingesproken.2) Deze podcast is 100% expertise-vrij en alleen geschikt voor amusementsdoeleinden. De inhoud mag niet worden beschouwd als financieel advies.Zie het privacybeleid op https://art19.com/privacy en de privacyverklaring van Californië op https://art19.com/privacy#do-not-sell-my-info.

In this episode I chat with Andrew Brown from East72 Holdings to debunk some financial metrics.We look at discounted cash flow (DCF) valuations, a metric often authoritatively trumpeted by analysts. Andrew argues that DCF is useless for valuing most companies: it's based on unfounded assumptions and crystal-balling and can be manipulated to fit any narrative.Then there's EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). Andrew agrees with Charlie Munger's assessment (bullshit!).Blog post available at: https://www.sharesforbeginners.com/blog/ebitda-andrew-brownPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

For this installment of the Data Center Frontier Show podcast, we bring you the first episode in a new series with our friends from the Nomad Futurist Foundation. Nomad Futurist is a 501(c)(3) non-profit organization established, per the group's mission statement, "to demystify the world of digital infrastructure and the related technologies that impact every aspect of our daily lives."  Committed to educating youth in underprivileged communities, promoting diversity and inclusion, and opening up opportunities for growth and new career paths, the group says its "primary focus is to empower and inspire younger generations through exposure to the underlying technologies that power our digital world."  Nomad Futurist is known for appointing individuals throughout the data center industry to its ranks of Ambassadors and Advisors, who work to promote the organization's ethos and goals in their professional spheres. The organization's members are a pervasive presence in the data center sector, to be found in attendance and presenting at most industry events in the U.S. and abroad.  The purpose of the Data Center Frontier/Nomad Futurist: Field Report series -- aka "Nomads at the Frontier" -- is therefore to gather recurring industry insight, expertise and commentary from Nomad Futurist leaders and ambassadors, firsthand and in the field, as they participate in these events.  Yotta 2024 Impressions For the first installment of Nomads at the Frontier, Data Center Frontier's Editor in Chief Matt Vincent called into Las Vegas during the debut of Yotta, an event conceived and brought forth by Data Center Dynamics aimed at unifying leaders and stakeholders in digital infrastructure industry at large. For this interview, DCF spoke with Nomad Futurist Advisors Jodie Lin, Customer Advocate and CSR with data center infrastructure company Mirapath, Inc., and Illissa Miller, CEO of iMiller Public Relations, a firm focused on the digital infrastructure industry, for their reflections and impressions from the environs of Yotta 2024. To begin, we asked Lin and Miller for their top takeaways from the show regarding the confluence between the larger world of digital infrastructure and data centers. Next, given how attuned data centers are to the AI technology shift, we asked Nomads Lin and Miller for their perceptions of the level of preparation within rest of the digital infrastructure space, as heard from at Yotta, for facing up to AI's demands and opportunities. DCF also wondered whether, based on impressions received from Yotta, the data center industry's obsessions with power, cooling, sustainability, and managing exponential growth in wake of AI seem to be shared equally by the larger world of digital infrastructure. Finally, owing to certain breakthroughs in the areas of regulation, funding, and planned deployment, this year has felt like a tipping point in terms of optimism for advanced nuclear energy, especially in the US data center industry. As such, we asked our Nomads to gauge whether this anticipation for "new nuclear" energy was as palpable in the larger world of digital infrastructure as encountered at Yotta?

In this episode, Anthony and Stephen delve into the complexities of investment banking jargon, breaking down essential terms like EBITDA, leverage, DCF, and synergies. They discuss the importance of understanding these concepts for interviews and practical applications in M&A strategies.The conversation also covers the distinctions between bulge bracket and boutique banks, as well as the roles of sector coverage and product specialists in the industry.This is a perfect conversation for anyone contemplating a future career in banking!(02:02) Introduction to IBD Jargon(04:38) Understanding EBITDA(10:39) Exploring Leverage(13:50) Decoding DCF(21:13) The Concept of Synergies(23:35) M&A Strategies: Vertical vs Horizontal(26:48) Accretion vs Dilution in M&A(31:17) Bulge Bracket vs Boutique Banks(36:56) Sector Coverage vs Product Specialists*****Want to explore a career in M&A? Try our Banking Finance Accelerator in partnership with UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.

In this episode, Peter Lampert, lead portfolio manager of the International Equity Strategy, provides insights on the team's investment process, the state of the portfolio, and the main drivers that are currently having an outsized impact on performance, namely, semiconductors, obesity medicines, and defense companies. He details his team's rigorous approach to evaluating management teams from both a quantitative and qualitative standpoint, providing an in-depth example of Hitachi. The conversation concludes with a brief discussion of the current macro environment. Key Takeaways: As enthusiasm surrounding artificial intelligence continues to grow, semiconductor companies have strong competitive advantages and dominant market share in their niche industries. According to the team's DCF model, the long-term growth rates of companies like TSCM have increased, so they have trimmed back some positions to manage risks. With Novo Nordisk leading the way, the growing market for obesity drugs is expected to become the largest therapeutic drug class as more and more companies look to enter the space. Amid ongoing geopolitical conflicts, there is a strong long-term investment case for select European defense companies, as European governments increase defense spending to protect Western values. Regarding areas of opportunity, Peter highlighted the theme of improved corporate governance in Japan as companies in the country aim to meet global standards. When evaluating a company's management team from a qualitative perspective, there are four defining elements: Strategy, operational excellence, capital allocation, and trustworthiness. Host: Rob Campbell, CFA, Mawer Institutional Portfolio Manager Guest: Peter Lampert, CFA, Mawer Portfolio Manager This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.  Visit Mawer at https://www.mawer.com. Follow us on social:  LinkedIn - https://www.linkedin.com/company/mawer-investment-management/ Instagram - https://www.instagram.com/mawerinvestmentmanagement/

Prometheus Hyperscale is the new corporate entity formed this month which expands upon the footprint and the promise of the Wyoming Hyperscale White Box project, first reported on by DCF in 2022.  For this episode of the Data Center Frontier Show podcast, we spoke with Trenton Thornock, founder of Wyoming Hyperscale, who has been appointed as Chief Executive Officer of Prometheus Hyperscale; Trevor Neilson, a seasoned climate-tech CEO and energy transition investor, who joins as the company's President; and John Gross, President of J.M. Gross Engineering, who is handling the project's liquid cooling infrastructure.  The Wyoming Hyperscale White Box data center has been under construction since 2022 on 58 acres of land near Aspen Mountain Evanston, Wyoming, and represents a blueprint for creating super-efficient data centers with low impact on the environment and benefits for the local community. In the companies' transition, Wyoming Hyperscale has merged with Prometheus Hyperscale and been expanded from a 120 MW project to plans for a data center campus with 1 GW of IT capacity. The data center is being built on land owned by Thornock's family, which has been involved in ranching for 6 generations. The location benefits from ready access to renewable energy from nearby wind and solar farms. Wyoming Hyperscale has a contract with Rocky Mountain Power for 120 megawatts of power and a 138 kV substation, which is fed by the same switchgear as the renewable energy generation sites. The site sits on a major east-west fiber highway that tracks the 41st parallel, along which data center hubs have emerged in places like Ohio, Iowa, Nebraska and Utah. The Union-Pacific Railroad line, which provides key right-of-ways for fiber deployment, runs through nearby Aspen Mountain. The Evanston project underscores Prometheus Hyperscale's commitment to sustainability and innovation. By integrating 100% renewable energy and advanced liquid cooling technology combined with heat reuse, the Evanston facility promises to be one of the most efficient and environmentally friendly data centers in the world.  Importantly, less than 10% of the project's power development plan is grid dependent (120 MW of 1,220MW or 9.84%). The first facilities yielded by Phase 1 of the Evanston project are expected to come online within the next 18 months. Prometheus Hyperscale has also revealed plans to construct four other data centers across Arizona and Colorado. And as previously reported by DCF, this May saw the announcement of a 20-year power purchase agreement (PPA) by fission-based nuclear small modular reactor (SMR) specialist Oklo to deliver 100 MW of power to Prometheus, using Oklo's Aurora Powerhouse reactors for power generation. "Our partnership with Oklo not only provides us with a reliable, clean energy source but also positions us as a leader in sustainable data center operations," said Thornock. "Sam Altman's and Jacob Dewitte's vision for a sustainable future through advanced energy solutions aligns perfectly with our mission at Prometheus Hyperscale." During the podcast, Thornock discussed the evolution of the Wyoming hyperscale project with Prometheus, highlighting its growth to a 1 GW prospect since the groundbreaking of the Evanston County project in 2022. For his part, Trevor Nielsen emphasized increasing demand for Prometheus driven by advancements in computing power and the importance of sustainability in the energy transition.  Our conversation also covered the company's partnership with Oklo, focusing on the streamlined permitting process for small modular reactors in Wyoming and the strategic use of resources for data center energy generation.

NEWS (9/19/24) • Per WrestleVotes, USA Network will give Smackdown 3 hours after RAW moves to Netflix in January Six hours+ potentially of WWE main programming • The Lucha Bros have signed a multi-year deal with WWE and are headed to the main-roster. (via @Cory_Hays407 / @PWNReports) • Kevin Owens has been approached by WWE for a contract extension. It has currently not been agreed upon or signed as of today. AEW Analysis * Ricochet / Ospreay and Ricochet's future in AEW * BCC + Bryan Danielson * Bryan Danielson / Nigel McGuinness * Hangman / Jeff Jarrett * The Learning Tree (Jericho + Big Bill) * Ricochet's AEW Future * AEW TV Deal still lingering * Planting seeds for Konosuke Takeshita's face turn away from DCF

Iran Nazario with the Peace Center of Connecticut Iran Nazario is the owner and founder of the Peace Center of Connecticut. Iran was a foster child in the custody of DCF in his childhood who then immersed himself in to the violent street culture of gang membership and prison though his twenties. In 1990 he began to repurpose himself to helping youth avoid his childhood path. He has worked in the program management, gang prevention, youth outreach, youth engagement and support field for 29 years. He is an expert in Gang Prevention and Mediation and provides training to many groups serving youth who are deemed in risk. FB: /PeaceCenterofConnecticutinc IG: @PeaceCenterofConnecticut Twitter: @PeaceCenterofCT ⁠https://www.facebook.com/peacecenterofconnecticutinc/⁠ ⁠https://twitter.com/PeaceCenterofCT⁠ ⁠https://www.instagram.com/peacecenterofconnecticut Learn more About Scarlett here: https://chooselovemovement.org/

15-year-old Sebastian Rogers has been missing from his Tennessee home for 6 months, now the FBI is offering a hefty reward. A mother has been charged in the connection to her 4-year-old son's death, after DCF approves a visit with the non-custodial mother.  For more crime and justice news visit crimeonline.com. Nicole Partin reporting.See omnystudio.com/listener for privacy information.

15-year-old Tavion Swindell was shot in the chest by an adult man after "smack talk" over a video game.  Baby girl found alone in the tub by hotel employees and then dies. Her father is arrested, this after he petitions DCF for full custody of his daughter.  For more crime and justice news visit crimeonline.com. NIcole Partin reporting.See omnystudio.com/listener for privacy information.

An Anti-Christian Reddit Group Falsely Reported A Family To Child Services. DeSantis Says Florida Won't Stand For It. Family alleges anti-Christian Reddit group conspired, sent in false DCF reports while on Florida camping trip AmericanFamilyRoadTrip Instagram Posts Part One and Part Two Defending the Innocent from Child Protective Services by Derek Bootle MS. MBA  

I take you back to the mile high expo here in Colorado with this episode with Devin from DCF guns and wow you want to talk about an educated man in the guns and laws just about everything to do with guns!  We sat down at the expo and we just hit it off listen in on this one because he spits some game out on this eposide. Cheers! @DCF_guns

In 2000, 4-year-old Rilya Wilson was living with her sister and foster parents, Pamela Graham and Geralyn Graham, in the Miami, Florida area. During this time, Rilya was still under the care of The Florida Department of Children and Families. In April 2002, a new caseworker was assigned to oversee her care, but when they visited the home, her foster parents claimed that DCF had removed Rilya from their custody nearly two years prior. Unable to locate any record of this, Rilya was reported missing. However, it wasn't long before the truth about the Grahams and DCF came to light, exposing the many failures in Rilya's case. If you have any information about Rilya Wilson, contact the Florida Department of Law Enforcement at (850) 410-8161. For more information about the show, visit VoicesforJusticePodcast.com. Follow us on social media: Twitter: @VFJPod Instagram: @VoicesforJusticePodcast TikTok: @VoicesforJusticePodcast Facebook: @VoicesforJusticePodcast   Voices for Justice is hosted by Sarah Turney Twitter: @SarahETurney Instagram: @SarahETurney TikTok: @SarahETurney Facebook: @SarahETurney YouTube: @SarahTurney Thank you to our sponsor, Lumen. If you want to take the next step in improving your health, visit LUMEN.me/justice for 15% off. The introduction music used in Voices for Justice is Thread of Clouds by Blue Dot Sessions. Outro music is Melancholic Ending by Soft and Furious. The track used for ad transitions is Pinky by Blue Dot Sessions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This morning, Joe discussed the SCOTUS ruling in Murthy vs. Missouri, highlighting government immunity in First Amendment censorship and a recent Supreme Court leak on an abortion law. Litigation lawyer Ron Coleman joined to criticize the lack of government accountability and suggested solutions.  Joe then welcomed Tig to talk about the new Tig rifle release, hope for government reform, and whether citizens should continue to file taxes. Finally, Joe and Tig announced the DCF Liberty Fest Event on July 13th and 14th and concluded with a prayer.