Podcasts about dcf

Your girls got TRICKED into watching Grand Slam, a show where nothing actually happened, but that's okay. We're off the wall about it anyway! We discuss Hangman's similarities (or not) to MJF, Swerve's bad boy adventures, FTR aka Drip and Dribble's resentment of the beloved Young Bucks, and Yuta's Big Haircut. Plus, Hook's the head of domestic recruitment for the Opps now, and we COULDN'T be happier.Help us build our bracket for our annual March Madness Best Bodies Tournament!(0:00) Chit-chat time(15:30) Grand Slam General Thoughts(21:28) Hangman and MJF(42:15) Swerve and Kenny(56:31) Young Bucks(1:05:24) RIP Yuta's Hair(1:16:07) Mox and the DCF(1:26:13) Women's Division(1:31:46) HookSupport this podcast at — https://redcircle.com/social-suplex-podcast-network/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The Nurses Report with David, Nicole & Ashley – Host Nurse Nicole joins fellow nurses to examine a Florida custody case where medical refusal triggers state intervention. The discussion explores parental rights, Black Box Warning risks, DCF authority, and ethical boundaries between protection and coercion, offering families practical strategies for documentation, advocacy, and informed medical decision making during crises...

The Nurses Report with David, Nicole & Ashley – Host Nurse Nicole joins fellow nurses to examine a Florida custody case where medical refusal triggers state intervention. The discussion explores parental rights, Black Box Warning risks, DCF authority, and ethical boundaries between protection and coercion, offering families practical strategies for documentation, advocacy, and informed medical decision making during crises...

The software apocalypse continues to rattle the market, but AppLovin (APP) is currently operating like a financial "cheat code." Despite the recent stock dip, the core digital ad business is showing explosive growth, with Q1 2026 guidance projecting a 52% jump in revenue. Between the insane 84% adjusted EBITDA margins and the expansion of their Axon 2.0 AI algorithms, this business is converting cash to the bottom line at an incredible rate.We're breaking down the reverse DCF to see if the current price is a steal or a trap. With free cash flow nearly doubling to $4 billion and a balance sheet that is back to parity, the black box of AI-driven advertising is proving its value. If you're looking for a long-term compounding machine that thrives as AI makes content creation easier, watch until the end to see why we might nibble if the stock hits the low $400s.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 The Software Apocalypse Continues 02:15 Q1 2026 Guidance: 52% Revenue Growth 03:30 EBITDA Margins 04:45 CEO Adam Feroughi on the AI Advantage 05:50 The Axon 2.0 Black Box 07:00 Free Cash Flow Doubled08:30 Share Repurchases & Balance Sheet Health 09:45 Reverse DCF: Finding the Fair Value 11:00 Our Strategy: Buying the Dip?If you found this video useful, please make sure to like and subscribe!*********************************************************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.#AppLovin #APP #StockMarket #AI #Investing #GrowthStocks #DigitalAds #FiscalAINick and Kasey own shares of AppLovin

Worldwide Markets - Episode 666

Send a textRecap & Breakdown of HBO's Industry season 4 episode 6,Harper launches her assault on Tender at the Alpha Conference, delivering a devastating short thesis complete with a DCF analysis and sum-of-the-parts valuation. We break down every piece of the finance, from enterprise value vs. equity value, what a price target of zero really means, and the real-world fraud parallels to Enron, Valiant, and Luckin Coffee. We also discuss why Tender's "convertible bond" is actually a putable bond (a la Succession Season 1). Meanwhile, Whitney's relationship with Henry takes some deeply unsettling turns, and cracks in Tender's armor start showing from directions nobody expected. The episode's biggest revelations reshape everything we thought we knew, which would have been unbelievable had it not come directly from the Wirecard scandal. A bunch of our theories come true but sadly...and we discuss new theories and hopes given a shocking exit by one of our characters. With only two episodes left this season, the battle lines are drawn. Whether you're here for the finance masterclass or the character drama, this one has it all.Did you know we have a 25-hour Investment Banking & Private Equity Fundamentals self study that covers exactly what new hires get when they start on Wall Street? Step-by-step modeling, valuation, accounting, and more, delivered by Kristen who taught this exact content at firms including Blackstone, Morgan Stanley and more for over a decade. Check it out here: https://thewallstreetskinny.com/investment-banking-private-equity-fundamentals/#investment-bankingFor a 14 day FREE Trial of Macabacus, click HERE Visit https://iconnections.io/ to learn more about iConnections!Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev's results – are drinkers buying less beer or just paying more for it? Keith McLachlan from Element Investment Managers explains how AI can now build robust discounted cash-flow models, what a DCF actually is, and how investors use it. Simon weighs in on the recent sell-off in Software-as-a-Service stocks – is it just the vibe shifting, or a sign of a maturing sector?

A former DCF worker told news outlets that a protocol was violated in the case regarding Mimi Torres Garcia. The little girl died in 2024 but her body was discovered in 2025 and at one point, DCF did a video call check-in on Mimi. Turns out, it wasn't her but DCF didn't know it. We spoke with Senator Jason Perillo about a focus on DCF during the legislative session.Image Credit: Eric Urbanowicz

Listeners, as of recording, Allie was still stranded on the East Coast, so Anne and Lea bravely carried on, serving as two legs of a stool, barely balanced on a hope and a dream. Hell yeah! Mister New Man Ciampa has a belt now thanks to the support of the fans. What fans? The ones who watched NXT, I guess. Darby's experiencing exquisite agonies at the hands of our newest NJPW pals who may or may not go here. He may be erotically satisfied but we're not entirely sure we are. Thank God Andrade, Kenny, Swerve and Hangman continue to circle each other—it's a real seething emotional stew and we're RIVETED. Plus, the Fuck ICE chants ruled, Orange Cassidy would look terrible bald, and Las Vegas, we loved your reaction to seeing the Bucks!(0:00) Chit-chat time(7:58) Ciampa(18:05) Darby, Gabe and Connors(26:55) Andrade, Kenny, Hangman and Swerve(42:52) MJF and Brody(49:27) Babes, Sisters and Megabad(58:23) Death Riders and DCF(1:06:14) Toni and OC(1:14:02) JB, Ricochet and the Bucks(1:25:07) OspreaySupport this podcast at — https://redcircle.com/social-suplex-podcast-network/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The Prism of America's Education with Host Karen Schoen – You will hear the horrifying story of DCF kidnapping Kenlee and refusing to return her to Joy's loving home. All of this is because a physician's ego was bruised. For the last two years, instead of being home with her loving family, who understand her disease and give her the best care, Kenlee has been five hours away from her family, because DCF was...

When it comes to working in military intelligence, strong leadership skills and the ability to make quick decisions under pressure are key. Just as important to a mission's success is being a good team player.Those were the lessons and skills Chris Stillwell '24 carried into his two career pivots after his time working as a military intelligence officer for the U.S. Army. His first pivot landed him a role at Kearney in Dubai focusing on M&A integration and strategy consulting. Chris then decided to pursue an MBA at Rice Business to sharpen his financial skills and pivot once again into the world of investment banking. Now an investment banking associate at Bank of America, Chris joins co-host Brian Jackson '21 to discuss his military experience, why he chose Rice, how the program helped him make a major career transition, and his advice to those considering an MBA to pursue new career opportunities. Episode Guide:00:00 Introduction to Chris Stillwell01:03 Military Intelligence: Separating Fact From Fiction02:15 Roles and Responsibilities in the Army03:08 Leadership and Decision Making in High-Pressure Situations08:07 From Military to Consulting09:49 Living Abroad: Challenges and Cultural Insights15:02 Transitioning to an MBA at Rice University18:13 Involvement and Networking at Rice20:56 Entering Investment Banking: Preparation and Challenges25:37 Day-to-Day in Investment Banking28:46 Advice for Career Pivoters and VeteransThe Owl Have You Know Podcast is a production of Rice Business and is produced by University FM.Episode Quotes:The moment Chris realized that Rice gave him an edge over his peers[20:48] Brian: Going into investment banking, was there, like, now an elevated sense of confidence of, Okay, I've done this before; I'll do it again?[20:56] Chris: Maybe some blind confidence sometimes. Yeah, you could even ask my parents. I went home for like four days for the Christmas break the year I was recruiting. And I was studying flashcards with my mom of all the IB 400 questions. And I was like, “I'm not going to get a job. You know, like all these people around me are much smarter than me. There's a really—we've got a really talented pool of candidates that are recruiting this year.” But you know, I felt like at the end of the day, the Finance Association and Rice, just the classes I took, really prepared me to understand the basics of finance, the basics that are expected of the interview process. And then, going forward, I saw when I started as an intern at the bank, I went to New York for a week…We were training with all these people from all these different schools, going to all these different groups in the bank, and some people didn't even know what a DCF was or didn't know how to do it that well, I should say. We were doing some practice problems, and I was like, “Wow, we're actually far ahead of a lot of these other schools and people.” So that was kind of good to see that Rice really put an effort into training us up. What Chris learned about leadership through three career pivots[30:15] There are certain people who can be leaders and are very good at being leaders. But being a good leader in the military might not translate to being a good leader at banking. And a lot of times you actually see that, or you see military officers leave the military and go into the corporate world and not be as successful. Because I really think you do need to tailor your leadership style to the one the industry you're working in, and two, the people you're working with, you know, different ways of operating motivate people differently. Like in the military, you could yell at somebody and hold them to a higher standard and maybe they'll do it. But if you yelled at somebody like, you know, a marketing job, they probably would shut down and that'd be the end of it. It really doesn't work the same. The leadership style is something that you have to adjust to the area you're working in.On how his military experience strengthened his teamwork skills[04:03] In the military, you are a leader, but you learn how to be a good follower as well. And I think what you do with that is that you are able to have great teamwork. You're able, like in my current job now, I have an analyst underneath me, but I have people like VPs and MDs above me and I can understand what their intent is and what we need to get accomplished in our day-to-day job, but also articulate to the people below me, Hey, this is the intent and this is how we do it. So it's kind of been very helpful in those soft skills.On how Rice gave him the academic foundation he needed[16:49] My reasons for going to Rice were great, but once I got there, I appreciated it a lot more. I really got exposed to, I mean, I was looking for some things like smaller classrooms for example. Like a lot of people we hire from Kearney were from Yale or HBS, and their class size was like a thousand people. And maybe you didn't have a lot of rigor in terms of academics. I think Rice, especially in the first term, really forces you to go to classes to do your homework, to learn the materials. And that was attractive to me as well, because I didn't come from a finance background at all. So I didn't even know what a DCF was before I came to Rice. So I was very grateful at that, you know, getting to Rice and realizing that it was such a good platform to be integrated into.Show Links: TranscriptGuest Profile:Chris Stillwell | LinkedIn

DCF's payment error rate exceeded federal standards in fiscal years 2023 and 2024 for multiple reasons including high staff turnover, the complexity of the SNAP eligibility rules, and inconsistent verification efforts. The Supplemental Nutrition Assistance Program (SNAP) is a federal program that provides monthly funds to low-income families to buy food. Individuals must submit an application and provide extensive financial and other information to the Department for Children and Families (DCF) to qualify for SNAP benefits. DCF takes several steps to process and verify each application. The SNAP benefit eligibility determination is complex, and errors can occur at many points. The federal government monitors states' SNAP benefit payments to ensure accuracy. DCF's SNAP payment error rate has exceeded the federal payment error rate threshold of 6% since 2019. In the 2 years we reviewed, most of the nearly 300 errors that contributed to the payment error rate were related to miscalculating an applicant's income and resources. Staff turnover, the complexity of SNAP eligibility rules, and inconsistent verification efforts appear to be significant factors in the department's SNAP payment errors. DCF told us modifications to KEES might reduce SNAP payment errors but it's unclear how much impact additional actions might have. Across the 2 years we reviewed, we identified several hundred additional errors that were not included in the federal payment error rate because the dollar value of the error was less than the federal reporting threshold. Last, changes in federal law could result in the state paying for a larger share of SNAP costs.

Stefan Wagner is joined by Charles Sunnucks of Oldfield Partners to discuss how valuation really works in emerging markets. Drawing on The Company Valuation Playbook, Charles explains his COURT, CASTLE, and MOAT framework, the practical use of DCF and reverse DCF, and how investors can separate good companies from good investments while managing risk and uncertainty.

Inflation is no longer just a macroeconomic headline; it is a systematic distortion of the corporate financial engine. For finance teams, high inflation makes historical data obsolete and forces a fundamental rewire of capital allocation, debt management, and pricing strategies.In this episode of Corporate Finance Explained on FinPod, we move past "macro talk" to explore the granular impact of rising costs and the specific, advanced maneuvers successful firms are using to survive a high-uncertainty world.The Inflationary Distortion: Where the Models BreakWhen inflation spikes and stays sticky, static assumptions fail. The pressure is felt first in the supply chain but quickly migrates to the balance sheet:Gross Margin Compression: Direct hits from the Cost of Goods Sold (COGS) as raw materials, energy, and logistics rise aggressively.The Working Capital Trap: Inventory becomes a strategic nightmare. The rising replacement cost means companies must tie up more cash just to maintain the same volume of goods on the shelf.The Death of Standard Costing: Traditional models that set standard costs for the year become obsolete instantly, leading finance to chase "phantom profits" while real cash flow erodes.The 4 Major Strategic ShiftsInflation forces a paradigm shift in the relationship between finance and operations:Ruthlessly Dynamic Pricing: Annual price reviews are replaced by micro-adjustments and "pricing corridors." Finance must now lead sales by analyzing consumer elasticity weekly to protect margins without losing volume. Active Debt Management: As central banks raise rates, the cost of capital becomes a moving target. Treasury teams are shifting from floating-rate to fixed-rate debt to buy certainty against future spikes. Investment Reprioritization: High inflation forces companies to raise their hurdle rates. Long-term, low-margin projects are screened out in favor of high-return, short-payback investments that minimize exposure to future uncertainty. Valuation Reset: Inflation hits valuations twice—it lowers expected future real cash flows and increases the discount rate (WACC) used in DCF models, causing a sharp drop in present value.Tactical Case Studies: Masterclasses in ResilienceProcter & Gamble: Used "subtle deflation management" by redesigning pack sizes and promoting premium tiers to protect margins while keeping shelf prices stable.Walmart: Utilized its massive balance sheet as an inflationary hedge, intentionally overstocking inventory to lock in pre-inflation prices and steal market share.Delta Airlines: Increased forecasting velocity from quarterly to weekly to manage the extreme volatility of fuel and labor, allowing for faster operational pivots.The Finance Toolkit for High UncertaintyTo stay strategic, finance professionals must adopt these five non-negotiable tools:Build Scenario-Based Forecasts: Move away from a single base case to "Low, Base, and High" inflation scenarios to stress test margins.Integrate Finance with Sales: Provide the data infrastructure to analyze elasticity in real-time.Rebalance Capital Structure: Aggressively use interest rate swaps or shift to fixed-rate debt to lock in borrowing costs.Enforce Shorter Payback Horizons: Prioritize projects with immediate cash returns to reduce long-term risk.Granular Cost Visibility: Break down cost drivers into specific components (e.g., lithium, copper, regional shipping) rather than broad categories.

The estate of Jacqueline “Mimi” Torres i preparing to sue the state of Connecticut for $100 million dollars. We asked Ranking Senator on the Committee on Children, Senator Jason Perillo, about this and the latest with his DCF communications. Image Credit: Eric Urbanowicz

It's our final podcast of 2025! And what a way to go out. We do a deep dive into MJF's return and his returning promo, which we did not find to be successful. Then we get into the Connie and all the men's emotions in their pretty good post-match promos! The Elite and the DCF also had a very fun match and we talk about how we'll all get old someday, so that's pretty normal and cool. And finally, we finish the year with a holiday edition of the dating game, for our deep winter imagines. Join us!(00:00) Chitchat Time(12:02) Men's World Title Scene(45:17) Continental Classic(1:00:48) Elite and Don Callis Family(1:09:53) Women's Division(1:17:40) Holiday Dating Game!Support this podcast at — https://redcircle.com/social-suplex-podcast-network/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode we are taking it full circle at the end of Murphy's administration with Commissioner Christine Norbut Beyer to highlight the work that has been done in the last 8 years to keep families safe, healthy, and connected. We will talk to the Commissioner about what may be next for herself and DCF, and her reflections on how it was to serve as the Commissioner for the Department.

Caterpillar isn't just moving dirt—they've been powering the grid for decades. But now, that "boring" energy business is becoming the main event.In this video, we break down how Caterpillar's long-standing Energy & Transportation segment has officially overtaken construction as the company's largest revenue driver. AI data center power needs have turned this legacy business into a critical infrastructure play, driving a $10 billion jump in backlog as data centers scramble for onsite power.We analyze why the market is finally repricing this "hidden" energy giant, compare their onsite generation strategy directly against GE Vernova, and run a reverse DCF valuation to see if the stock is still a buy at all-time highs.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 - The Hidden Energy Giant: Why We Are Covering Caterpillar01:45 - The $10 Billion Signal: Analyzing the Backlog Jump 03:20 - The Power Crisis: Why Data Centers Need "Onsite" Power 05:10 - Revenue Shift: Energy & Transportation is Now the #1 Segment 07:45 - Caterpillar vs. GE Vernova: The Key Differences in Strategy 09:30 - Profitability: How CAT is Expanding Margins Despite Flat Revenue 11:10 - Valuation: Reverse DCF 13:00 - Final Verdict: Do We Prefer CAT or GE Vernova?If you found this video useful, please make sure to like and subscribe!*********************************************************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.#Caterpillar #StockMarket #Energy #DataCenters #AIInvesting #GEVernova #ValueInvesting #CAT #GEV

In this bonus episode DCF on the Air talks with casework employees at various levels of their career about how they support their sense of safety and wellbeing in the workplace. This episode is produced in collaboration with the Rise Up fellows through CWEL (Child Welfare Education Leaders).

Send us a textIn this episode of The Skinny on Wall Street, Kristen and Jen unpack the story stirring up markets: Michael Burry's latest warning that Big Tech is overstating earnings by extending the “useful life” assumptions on their GPUs. The conversation becomes a real-time teach-in on depreciation, useful life estimates, GAAP vs. tax depreciation, and how a small shift in an accounting estimate can meaningfully inflate EPS—especially for mega-cap tech stocks that trade heavily on P/E multiples. Kristen walks through exactly how depreciation affects valuation, and why some metrics (like EBITDA) and methodologies (like the DCF) are untouched by the choice of useful life. The big question the duo wrestle with: is Burry identifying a real risk, or is this a nothingburger amplified by market paranoia? From there, Jen shifts to the fixed income landscape ahead of the December Fed meeting—one the central bank must navigate without key data (payrolls and CPI) that won't arrive until after the rate decision. She breaks down how Powell is managing optionality near the end of his term, how the market is pricing a December cut, and what a likely dovish successor (Kevin Hassett) could mean for rates in 2026. They also dig into credit markets: years of high coupons have fueled relentless reinvestment demand, but an uptick in issuance—especially from AI-heavy hyperscalers—may finally rebalance supply and demand. The duo look abroad as well, analyzing the UK's newly announced national property tax and what it signals about global fiscal stress.The episode wraps with big updates from The Wall Street Skinny: the long-awaited launch of their Financial Modeling Course, the continued fixed income course presale, and new January 2026 office hours, plus the return date for HBO's Industry (January 11!). To get 25% off all our self paced courses, use code BLACKFRIDAY25 at checkout!Learn more about 9fin HERE Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Happy Thanksgiving Eve, Wrestling Fans!The dust has finally settled on a chaotic weekend in Newark, and the landscape of All Elite Wrestling has shifted dramatically. Full Gear 2025 is in the books, and we are still processing the madness.Tonight, AEW Dynamite comes to us LIVE from Nashville, and The All Elite Wrapup is going live immediately after the show to break it all down.Full Gear Rewind: And New...If you missed the weekend's action, business picked up in a major way.Samoa Joe is your NEW 2-time AEW World Champion after HOOK showed his true colors, turning on “Hangman” Adam Page to realign with The Opps.Swerve Strickland is BACK. The celebration was short-lived because Swerve's return shook the entire building.FTR are now 3-time champs, toppling the powerhouse duo of Brodido.Ricochet survived the Casino Gauntlet to become the inaugural National Champion.Kris Statlander shut down The CEO Mercedes Moné to retain the Women's World Title.But perhaps the most devastating result from the weekend? The All Elite Wrapup Predictions Game.We made our picks. We talked a big game. And now, one of us has to pay the ultimate price.Tune in to the livestream tonight to witness the shame firsthand. One of us lost the predictions battle and will be forced to host the show wearing the dreadful Jeff Jarrett shirt. We aren't happy about it. You, however, will probably love it.Tonight on Dynamite: The Continental Classic Begins!There is no rest for the wicked (or the weary). The 2025 Continental Classic (C2) kicks off tonight, and the stakes are already personal.Okada vs. Fletcher (Gold League): The Rainmaker defends his G1/C2 legacy against his own Don Callis Family member, Kyle Fletcher. After Fletcher lost the TNT title to Mark Briscoe at Full Gear, the tension in the DCF is at an all-time high.Moxley vs. Mascara Dorada (Blue League): Mox is coming off a brutal loss to Kyle O'Reilly. He needs points, and he needs them now.Darby Allin vs. Kevin Knight: Darby is arguably half-dead after what PAC did to him, but he's entering the tournament anyway.Plus, The Opps (Joe, Hook, Hobbs, Shibata) are throwing a celebration, and the Women's Tag Title tournament rolls on.Join Us LIVE!We will be going live on our YouTube channel just a few minutes after AEW Dynamite goes off the air!Grab a beverage (we certainly will need one after seeing that Jarrett shirt), settle in, and let's talk about the fallout from Full Gear and the start of the C2.See you in the chat!

In this week’s episode, Jennifer welcomes Jaclyn Corriveau, a dedicated foster parent, court advocate with CASA Boston, and passionate supporter of vulnerable children in Massachusetts. Jaclyn has opened her heart and home to teens in the foster care system and has firsthand experience with the challenges facing both children and the system meant to protect them. A single woman with a strong record of public service and advocacy, Jaclyn now dedicates her energy to CASA Boston, supporting kids who are caught in the bureaucracy of state care, while promoting community engagement as a solution to systemic failures. Jennifer and Jaclyn dive into the alarming issue of missing children in Massachusetts, spotlighted by the Boston Globe’s “Lost Children of Massachusetts” article. They unpack shocking statistics about kids, particularly teenagers, who go missing from state care every year and examine the disproportionate impact on minority populations. The conversation confronts the failures of the system, the lack of mental health and social work resources, and the real dangers faced by runaway youth, including higher risks of drug abuse and sex trafficking. Jaclyn offers personal insight on why so many teens run, from lack of trust to being overwhelmed by a system stacked against them. They explore the necessity for immediate and preventative reforms, emphasize the importance of funding and volunteers, and encourage listeners to become part of the solution. “We have too many kids in the system, and we could have prevented a lot of it by giving resources to families that really needed it.” ~Jaclyn Corriveau This week on Political Contessa: 600 children go missing from Massachusetts state care each year One in seven teens in state care will run away Disproportionate representation of Hispanic and Black youth among runaways Direct links between missing foster youth and sex trafficking Department of Children and Families is critically underfunded and understaffed Mental health and trust issues are major factors in teens running away Preventative family support programs are essential to stop removals before they start Volunteering with CASA and fostering can be life-changing for kids and advocates alike Connect with Jaclyn Corriveau and Mentioned Resources: CASA Boston Volunteer information The Wonder Fund – Supports children in DCF care Boston Globe “Lost Children of Massachusetts” Awaken Your Inner Political Contessa Thanks for tuning into this week’s episode of Political Contessa. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Spotify I Stitcher I Apple Podcasts I iHeart Radio I TuneIn I Google Podcasts Be sure to share your favorite episodes on social media. And if you’ve ever considered running for office – or know a woman who should – head over to politicalcontessa.com to grab my quick guide, Secrets from the Campaign Trail. It will show you five signs to tell you you’re ready to enter the political arena. See omnystudio.com/listener for privacy information.

Sean Mooney, Doug McCormick, and Lloyd Metz dissect the gap between textbook valuation methods and what actually happens when private equity firms decide what to pay for a business. They compare DCF models to LBO models, debate the usefulness of terminal value assumptions, and explain why market-based approaches trump theoretical frameworks. The conversation reveals how deal psychology, credit availability, and real-world capital structures shape valuation decisions far more than any spreadsheet ever could.For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/For information on HCI Equity Partners, go to https://www.hciequity.comFor information on ICV Partners, go to https://www.icvpartners.comFor information on BluWave, go to https://www.bluwave.net

FinPod: The Billion Dollar Question: How Corporations Pay for Massive Acquisitions (M&A Financing)When a Fortune 100 company buys another for tens of billions, how does the finance team actually structure the payment? It's the central strategic decision that determines a company's risk, flexibility, and future.In this episode of Corporate Finance Explained on FinPod, we break down the complex toolkit used for mega M&A Financing, providing a shortcut to understanding the mechanics behind the biggest headlines.This episode covers:The Basic Building Blocks: The core trade-offs of the three main payment methods: Cash (certainty vs. drained reserves), Stock (saves cash vs. dilution), and Debt (amplifies returns vs. increased leverage).The Advanced Toolkit: Specialized financing methods, including Leveraged Buyouts (LBOs), Bridge Financing for speed, and Syndicated Loans for distributing massive risk across multiple banks (as seen in the Microsoft/Activision deal).Strategy in Action: We analyze the tailored financing mix of major deals: Microsoft's cash and debt strategy to avoid dilution, Disney's stock/cash balance to protect its credit rating, and Amazon's all-cash approach for speed with Whole Foods.The Critical Checkpoints: The toughest challenge, modeling reality. We discuss how analysts value deals using DCF, stress-test synergies, and what happens when optimism fails (Kraft Heinz).The Resilience Framework: Five key strategic questions every CFO must ask to engineer a capital structure that is robust, aligning the financing's term and structure with the assets being acquired.

More information and body camera footage has been shared with the media following the gruesome discovery of 11-year-old Jacklyn Torres-Garcia's body earlier this month in New Britain. Jacklyn's mom, aunt and mother's boyfriend are all face charges connected to her murder which police shared happened over a year ago. The latest information in the case screams more system failures for DCF. We spoke more about this with Senator Jason Perillo, ranking member for the Committe on Children in Connecticut.  Image Credit: Eric Urbanowicz

In this week's episode of Dividend Talk, we're back with Q3 Earnings Roundup.We kick things off with Novo Nordisk shaking up half its board of directors, before covering two big dividend announcements from McDonald's and Amphenol. Then it's over to earnings, where we break down results from Germany's Mensch und Maschine, Danaher, Evolution Gaming, and Texas Instruments.We also review a listener portfolio from “Bella Dividends,” packed with high-yield European names, and share our thoughts on diversification, growth balance, and dividend safety.In the Q&A, we talk estate tax and brokers, the future of quarterly reports, DCF vs. dividend discount models, and stock-specific questions on Intel, TotalEnergies, Watsco, and GreenCoat UK.SEE YOU ON THE INSIDE!!Tickers discussed: NVO, MCD, APH, MUM.DE, DHR, EVO.ST, TXN, SHEL, IBM, TTE, INTL, WSO, RELAS, IBDR.MC, VWS.COJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk⁠[Twitter] – @DividendTalk_ , @European_DG[Discord] – ⁠https://discord.gg/nJyt9KWAB5⁠[Premium Services] – ⁠https://dividendtalk.eu/download-your-free-samples/⁠[Malmo Meetup] – https://t.co/STgV1nMWKj

CASE 1: WHERE IS MELODEE BUZZARD? Nine-year-old Melodee Buzzard vanished from Vandenberg Village, California, and her mother refuses to tell investigators where she is. We explore the troubling circumstances surrounding her disappearance, including a mysterious 1,500-mile road trip to Nebraska, years of systematic family isolation, and the lack of educational oversight. Evidence suggests Melodee was last seen on October 7th, 2025. The FBI has joined the search, but her mother, Ashlee Buzzard, remains completely uncooperative. Why won't she tell authorities where her daughter is? What happened during that cross-country trip? And most importantly, is Melodee safe? CASE 2: THE DEATH OF JACQUELINE "MIMI" TORRES-GARCIAIn October 2025, the body of 11-year-old Jacqueline Torres-Garcia was found in a storage bin outside an abandoned house in New Britain, Connecticut. Her mother and her mother's boyfriend admitted to police that they starved the child, restrained her with zip ties, and left her to die while other family members watched.These are stories of systemic failures, community activism, and the urgent need for better protections for vulnerable children. Resources:Santa Barbara County Sheriff's Office: 805-681-4150Anonymous Tip Line: 805-681-4171Online Tips: SBSheriff.orgKeywords: Melodee Buzzard, Jacqueline Torres-Garcia, Mimi Torres-Garcia, missing child, California missing person, New Britain Connecticut, child abuse case, true crime podcast, FBI investigation, child welfare failures, homeschooling regulations, family isolation, child neglect, systemic failures, DCF investigation, child protection, mandatory reporters, Vandenberg Village, Santa Barbara County, Karla Garcia, Ashlee Buzzard, child safety awareness, invisible children, active investigations, current cases, child starvation, uncooperative parent, community activism, child cruelty.Become a supporter of this podcast: https://www.spreaker.com/podcast/we-saw-the-devil-a-true-crime-podcast--4433638/support.Website: http://www.wesawthedevil.comPatreon: http://www.patreon.com/wesawthedevilDiscord: https://discord.gg/X2qYXdB4Twitter: http://www.twitter.com/WeSawtheDevilInstagram: http://www.instagram.com/wesawthedevilpodcast.

We continue to follow the case surrounding Jacquline “Mimi” Torres-Garcia. What needs to change with DCF and others following this tragedy? We spoke with New Britain Mayor Erin Stewart about it. IMAGE CREDIT: Mayor Erin Stewart / City of New Britain

⚠️ Advisory: This episode includes discussion of child abuse and family trauma.Welcome to this week's episode of Fostering Change, where host Rob Scheer speaks with Susan Chesnutt — a family law attorney, child welfare advocate, and former foster youth based in Vero Beach, Florida.Susan's journey is one of resilience and purpose. After growing up in the foster care system, she became a child abuse investigator for Florida's Department of Children and Families (DCF), then earned her law degree and founded The Chesnutt Law Firm, focusing exclusively on child welfare and family law. She also hosts the podcast From Foster Care to Family Law: A Child Welfare Focus, where she and her guests unpack the toughest issues facing families today.In this powerful conversation, Rob and Susan explore:✅ Lived experience as a foundation for advocacy.“I know what it's like to feel powerless in a system that's supposed to protect you. That's why I fight so hard to make sure every child—and every parent—has a voice.”✅ What really happens inside a DCF investigation.Susan breaks down the process from the inside, reminding families that “you have rights, even when it feels like you don't.”✅ Why empathy matters in family law.Her trauma-informed approach prioritizes safety, healing, and understanding over blame.✅ A call for systemic change.“We can't fix the child welfare system until we start valuing families instead of labeling them. Real reform begins with compassion.”Susan's unique perspective—combining lived experience, government service, and legal advocacy—shows how justice and empathy must go hand in hand.

Early Pre-PPV episode! Hangman shows his quietly competent side once again by stirring himself to save Samoa Joe despite Joe not remotely deserving it. Mox visits Darby in jail and sends the girls into fits of ecstasy and Kris and Toni are panting to get to each other and we're panting to see it. Bring on Wrestledream!0:00 Chit chat time18:10 Hangman/Samoa Joe30:20 Mox/Darby60:37 Kris/Toni1:09:49 Top Gods vs Jetspeed Babes1:13:19 Orange Cassidy's Katie Nolan Interview1:19:22 DCF, Kenny, Jack Perry and Young Bucks1:48:37 Max Caster and Anthony BowensSupport this podcast at — https://redcircle.com/social-suplex-podcast-network/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Ever see a company announce a massive, one-time cash payout and wonder what's really going on? These "special dividends" are more than just financial fireworks; they're a critical signal from management about a company's health, discipline, and future growth prospects.In this episode of Corporate Finance Explained on FinPod, we cut through the noise to explain what these bombshell payments really mean for investors. Using real-world examples from Microsoft, Costco, and more, we unpack the reasons behind a special dividend and teach you how to analyze whether it's a sign of undeniable strength or a potential red flag.In this video, you will learn: The crucial difference between a regular dividend and a special dividend. The 4 main reasons a company issues a special dividend are to distribute excess cash and to take advantage of tax benefits. How to determine if a payout signals financial discipline or a lack of growth opportunities. Real-world case studies: Microsoft's demonstration of strength, Costco's relentless discipline, and ViacomCBS's debt-funded warning signs. How analysts factor these one-off events into valuation models (DCF) and credit ratings.

Police revealed that the body of 12-year-old Jacqueline Torres-Garcia was discovered at an abandoned home in New Britain; but Jacqueline was killed a year ago. Now there are questions about how this could happen and a lot of pressure towards DCF and homeschooling laws in the state. Senator Jason Perillo, ranking senator for the Committee on Children, shared perspective on all entities under attack following this case. Image Credit: Eric Urbanowicz

Sea Ltd (SE) stock is a large conglomerate operating in key emerging markets like Southeast Asia and Latin America, primarily in e-commerce (Shopee), digital finance (Monee), and digital entertainment (Garena).The company has successfully flipped to GAAP profitability, showing a stunning operational turnaround. In Q2 2025, GAAP Operating Income hit $488 million, up significantly from the prior year. Crucially, the Garena gaming platform, featuring the wildly popular game Free Fire, is the main earnings driver, contributing 44% of adjusted EBITDA. Following a return to growth in its core gaming segment, Sea Limited raised its full-year guidance, expecting digital entertainment bookings to grow over 30% in 2025.The strong balance sheet, with $11.5 billion in net cash , provides a long runway for continued expansion and digital migration across its markets. We perform a reverse DCF valuation based on the current $1.95 TTM EPS to see what growth is currently "baked into" the stock price. Find out why you should "let your winners keep winning" and why we are holding this stock.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formTimestamps:[0:00] - The Financial Turnaround: Revenue Growth & Operating Leverage[1:34] - Sea Limited Conglomerate: E-commerce, Gaming, and Fintech Overview[2:21] - The Massive Addressable Market and Hierarchy[2:48] - Why the Stock is Up: GAAP Profitability and Market Expectations[4:05] - Segment Analysis: Revenue Breakdown vs. Earnings Power[4:30] - What is a Digital Entertainment Booking (Garena's Model)?[5:30] - The Global Scale of the Free Fire Game[6:06] - Garena's Growth Resumes: Bookings and Active Users Rise[7:05] - The EBITDA Story: Why Sea is Still a Gaming Company (44% of Earnings)[8:06] - Group Profitability: Q2 2025 GAAP Operating Income[8:45] - Adjustments to EBITDA (Deferred Revenue, Loan Book, SBC)[9:40] - The Strong Balance Sheet[10:10] - Strategic Importance in Southeast Asia & Latin America[11:09] - Valuation Check: P/E Ratio and TTM EPS[11:58] - Reverse DCF Analysis: What Growth is Priced In?[13:35] - Why We Don't Trim Winning StocksIf you found this video useful, please make sure to like and subscribe!********************************************************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.#seastock #sestock #ecommerce #southeastasia #investing #stocks #investing #investor #chipstockinvestor Nick and Kasey own shares of Sea Ltd

Last year, 6-year-old Jathan Escobar was murdered in a domestic violence attack in Bridgeport. The man who did it remains in custody but now Jathan's biological father is attempting to sue the state of Connecticut, claiming DCF dropped the ball several times and could have prevented the death of his son. Jimmy Escobar's attorney, Kelly Reardon, shared details of the case and potential lawsuit against the state and DCF. Image Credit: Getty Images

Hoo boy, it's our post-PPV episode and it's STUFFED. To be perfectly frank, it'd be faster to tell you what we didn't talk about, which is: the Hurt Syndicate. We didn't talk about them at all. But everything else on All Out, from Kyle Entertainment Fletcher to Max Entertainment Caster? We got into it! We didn't have the best time watching the PPV, though that was on us as much as on the matches, but we're thrilled with all our 2019 and 2020 originals either coming back or getting titles and extra double thrilled that Mox and Darby brought each other to completion so many times they have to do it again at the next one. Strap in, it's a long one!(00:00) Chitchat Time(5:48) All Out overview(11:02) Hangman vs. Kyle Fletcher (21:47) Takeshita, Okada, Mascara Dorada(28:12) Eddie Kingston, Big Bill, Hook(38:31) Tag Teams and Jungle Boy(49:24) MJF(1:01:47) Orange Cassidy, the Conglomeration, the DCF(1:15:40) Mercedes and Riho(1:25:22) Cope, Christian, FTR(1:39:13) Kris Statlander, Death Riders and Darby(2:00:02) The AcclaimedSupport this podcast at — https://redcircle.com/social-suplex-podcast-network/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

No Morins this week—just Jess and Sam, trading Gossip Girl “dear listener” asides for a tour of tech's new power map. From Meta's in-store glasses push to Apple's “Find My” doubling as Gen Z's stealth social network, the real story is how distribution and lock-in shape the future. Sam frames “mercantilism 2.0,” where global trade routes of capital now run through Silicon Valley, Tel Aviv, and Riyadh, with figures like Elon Musk and Sam Altman acting as brokers of $10B+ flows.In true Sam fashion, the conversation highlights why LLMs aren't true moats, pointing instead to the infrastructure layer (chips, power, data centers) and the UX layer (distribution, product polish). Nvidia's securitized GPU deals illustrate how structured finance and alliances are reshaping competition.The takeaway: early-stage VC may finally be moving past hype, becoming sober—and therefore interesting—again.Chapters:02:02 – Meta Ray-Bans: friction as onboarding strategy05:31 – Mercantilism 2.0: Tech's new trade routes07:56 – Elon's real genius: moving $10B+ into frontier tech09:27 – Sam Altman as mega-capital trade-route broker12:40 – Starlink V3 and the network-layer power shift16:08 – Could Elon own planetary communications?18:35 – Find My = stealth social network21:04 – Strategy assets over DCF: power, data centers, chips23:41 – LLMs aren't the moat; moats shift lower/higher27:44 – AI's expense revives structured finance30:56 – Nvidia as the East India Company of compute33:50 – Will a handful of players control all the assets?39:57 – Early-stage VC is sober (and exciting) again43:05 – TikTok's heat moved to AI: the attention shiftWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes returning guest Shomik Ghosh for a deep dive into Clearwater Analytics (C-WAN). Known for his detailed research, Shomik breaks down C-WAN's business model, recent acquisitions, valuation metrics, and long-term growth outlook. They explore how Clearwater's sticky, cloud-native platform is disrupting legacy financial systems and what makes its data architecture and integration vision compelling. From insurance to asset management and hedge funds, the conversation unpacks how Clearwater aims to become an end-to-end solution across the investment lifecycle. They also discuss private equity involvement, AI applications, and valuation rationale—providing a well-rounded view of a business undergoing transformation.Trata CWAN transcript: https://www.trytrata.com/cwan_________________________________________________________[00:00:00] Podcast intro and sponsor message[00:02:27] Shomik returns for third time[00:03:27] Clearwater Analytics business overview[00:07:06] Integration of three major acquisitions[00:07:42] Valuation metrics and debt impact[00:11:32] Revenue multiple versus peers[00:15:23] Product stickiness and competitors[00:22:05] Data moat and system advantages[00:26:31] Growth trajectory and market expansion[00:31:00] PE firms and private insurer trend[00:33:10] Board composition and comp concerns[00:38:08] Net retention and rate cut impact[00:42:25] Data integration and system of record[00:45:46] AI efficiencies and investment decisions[00:50:02] DCF valuation and fair price[00:51:55] Episode wrap and final remarksLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

This week your girls got perhaps TOO warmed up and are full of pep and digressions from minute one, and whether this makes the podcast better or worse is your call. Get ready to hear a sentence about Josh Alexander started literally dozens of times! We cover so many topics: Hangman vs. Kyle Fletcher, Kyle Fletcher's lack of socks, the Philly crowd, the name of the serial killer show that James Purefoy was on in 2011, if the video package for FTR and Cope and Christian was a reference to something on male television, how the Women's Division is doing, whether young Steven Spielberg was a hunk, the Young Bucks sketch in catering (!!!), our fall movie watch list, Hook and the Opps, and of course the biggest news of the week, Dustin Chuck Taylor's boy-kissing tweet. Enjoy us? (00:00) Chitchat Time(12:27) Hangman, Kyle Fletcher, and the Don Callis Family(17:40) Blank Check, Steven Spielberg, Spotify AI Timestamps(21:22) Back to Hangman and DCF(24:41) Ancient Roman Bathing Interlude(27:18) Back to Hangman and DCF(30:46) Hangman's Body Discussion (in-depth) + Whether Men from Jaws Explored Each Other's Bodies(34:58) Back to Hangman and and DCF(39:52) FTR, Christian and Cope(45:50) Women's Division(58:03) Young Bucks, Death Riders, Opps, Hook(1:27:13) Ricochet and the Hurt Syndicate(1:32:06) Lightning RoundSupport this podcast at — https://redcircle.com/social-suplex-podcast-network/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Anne's back and your girls are on one, for sure. Mox is setting up a Home for Morally Conflicted Boys and Girls, Don Callis gives us a new phase, Mercedes is Alex Windsah's little woman, and for a brief golden second, YoungyHangMega faced each other again sending your girls into paroxysms of horniness. Joining us would definitely contribute to hole.0:00 Chit Chat Time12:15 Death Riders, Opps and Hook41:11 Hole, DCF and Conglomeration1:07:55 Alex Windsah, Toni and Mercedes1:14:01 Kris and Harley1:20:43 The Elite1:34:26 Cope n ChristianSupport this podcast at — https://redcircle.com/social-suplex-podcast-network/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

    Slam the Gavel welcomes Darla Hall to the podcast. Darla Hall came onto the podcast to share the story of her son, Nicholas Hall who was recently sentenced to 21 years in prison in Connecticut. Their nightmare began in 2020 when ALLEGATIONS surfaced just weeks after a custody dispute with his then-wife.      One alleged victim later confirmed nothing ever happened, yet Nicholas Hall was still prosecuted AND from the very beginning, his case has been marked by conflicts of interest, COLLUSION, improper rulings, suppression of evidence and POWERFUL political CONNECTIONS that cast doubt on the FAIRNESS of his trial.    In February 2025, Nicholas Hall was convicted on four of six counts, though not on the most serious of charges. On August 14th, he was sentenced and taken into custody despite FIVE YEARS ON BOND WITHOUT INCIDENT, no prior record, and voluntarily passing both psychosexual evaluation and a polygraph.      EVIDENCE was mishandled, jury instructions FLAWED, WITNESSES COACHED and DNA methodology IMPROPERLY ADMITTED. Yet his motions for a new trial and bond pending appeal were DENIED.     Darla Hall is seeking help, anyone who can offer EXPERT ASSISTANCE, legal representation for his APPEAL, or support with bond pending appeal to the Appellate Court. Nicholas Hall's FREEDOM  and TRUTH depend on it.To Reach Darla Hall:  NicholasHallMyStory@gmail.com, justicefornicholashall.org, 914-996-2055Supportshow(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.com   https://ko-fi.com/maryannpetrihttps://www.zazzle.com/store/slam_the_gavel/about*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/

Javier Enrile, Managing Director of M&A at TIAA In this episode, he breaks down the art and science of thinking like a strategic buyer—from building proprietary deal pipelines through relationship-first sourcing to using sophisticated valuation techniques that separate intrinsic value from market noise. Javier reveals why patient relationship building beats aggressive auction processes, how to structure deals that protect against downside risk, and the critical integration between valuation, diligence, and deal structuring that separates successful acquirers from the rest. Things you will learn: How to build proprietary deal flow through relationship-first sourcing that creates competitive advantages over auction processes The framework for separating standalone intrinsic value from synergy premiums using DCF analysis, especially in cross-border situations Deal structuring tools like priority returns, earnouts, and rep & warranty policies that protect buyers when deals underperform _____________ Today's episode of the M&A Science Podcast is brought to you by Grata! Grata is the leading private market dealmaking platform. With its best-in-class AI workflows and investment-grade data, Grata helps investors, advisors, and strategic acquirers effortlessly discover, research, and connect with potential targets — all in one sleek, user-friendly interface. Visit grata.com to learn more.  __________________ M&A Doesn't Have to Be So Painful

• Sponsor plugs for Bart Merrick realtors and Just Call Mo • Wordplay with Hot Crystal Van/Rainy Bart Merrick • Housing market slow, Fed rates, experience matters, houses sitting, real estate biggest decision • Friday free show announced • Seth Petruzzelli guest, first appearance in years, brings daughter Vera • Jokes about health, colonoscopy, IAS syndrome • Baby sounds on mic, Dan's CTE/death song • Parenting sacrifices, kids growing fast, dance studio life • Seth juggling dojo, house sale stress, slanted room, inspectors nitpicking • House dropped from $1.799M to $1.299M • Million-dollar homes common now, Trump house in Winter Park lowers appeal • Seth reads Brown Bear to Vera, dad life fulfilling • Dojo students still testing, but marketing neglected • Friends like Jackal help, his daughter earns black belt • Vera choking scares, anti-choking device, treadmill running gag • Butt cancer jogging jokes • Seth bullied as “mop head,” dad threatened principal with karate death blow • Tommy adjusting to sixth grade, awkward transitions, name-using debate • Seth recalls Christian school and Bishop Varel drug issues • Seth's boat broke after sitting too long • Looking for female roommate to help babysit Vera, prefers no dogs, okay with reptiles • Parenting challenges with Vera's SpaghettiOs diet • Ongoing B6 toxicity muscle twitching • Vera learning karate punches in Japanese • Music break: Teen Mortgage “Box” • Hollerbach's German Restaurant wins Best Restaurant 2025 • Praised for schnitzel, sausage platter, pork shank, spätzle, kids menu • New T&D pins available, Knight's Table events • Straw hats by Hittin Skins/Danger Brain • Fantasy Football draft on Twitch with catering from The Joint • Pinball Dudes tournament with Ross and EJ, better camera setup • Draft frustrations • Max learning breakdancing, hitting windmills, hopes to impress peers • Dan recalls drumming at black church, excitement for son's moments • Listener Jeff “Nutman” visits, therapist, offers Tom scraping therapy for “limp cock foot” • MRI inconclusive, willing to try gua sha • Miami Heat guard Marcos Perez stole 400+ jerseys/memorabilia, sold $1.9M • LeBron Finals jersey resold $3.7M • Items from Wade, Butler, Bosh, Mourning, Shaq • Lack of cameras allowed theft, facing 10 years • Dolphins security family tie mentioned • Tyreek Hill cleats worth ~$10K • Caller Rob's recurring butt abscess, hospital lancing, embarrassing but funny • Fiber supplements and clean bowel jokes • Caller recalls Sarasota Pee-wee Herman theater, Guthrie's gut box • Make-A-Wish survivor “owe back” jokes • Peanut roadside stories • Local rapper MC Search, Pete Nice memorabilia scam • Music by White Reaper, Bowling Shoes • Sponsor Modern Plumbing Industries offering discounts and installs • Jen joins, surname debates, euphonium joke, Becca in jazz band • Hogan death rumor • Jen fixes engines, bad financial decisions, Gateway PC, Mars Music credit spree, Technics 1200s • Pregnant in court with detoxing lawyer • Blockbuster decline stories, stealing media, renting consoles, like Home Depot waste • Insurance jobs pay well but hated • Jen considering insurance, influencer idea dismissed, maybe producer • Crystal stops in for peanuts • Food service memories • Blockbuster porn rental awkwardness • Norm and Crystal contributions • 3D printing toys, micropenises, valve caps • Scandinavian kaffeost voicemail, Viking toughness • Voicemail about orgasms • Heat warning • Viral Bijan Robinson drill • Dan scooter photoshoot, motorcycle safety, Brad Hines death, SeaWorld ride memory • Bike discomfort, anatomy jokes, DCF concerns • Jen birthday wishes, insurance job search, old silly emails • Show wrap-up and comedic disclaimer ### **Social Media:**   [Website](https://tomanddan.com/) | [Twitter](https://twitter.com/tomanddanlive) | [Facebook](https://facebook.com/amediocretime) | [Instagram](https://instagram.com/tomanddanlive) **Where to Find the Show:**   [Apple Podcasts](https://podcasts.apple.com/us/podcast/a-mediocre-time/id334142682) | [Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZWRpb2NyZXRpbWUvcG9kY2FzdC54bWw) | [TuneIn](https://tunein.com/podcasts/Comedy/A-Mediocre-Time-p364156/) **The Tom & Dan Radio Show on Real Radio 104.1:**   [Apple Podcasts](https://podcasts.apple.com/us/podcast/a-corporate-time/id975258990) | [Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2Fjb3Jwb3JhdGV0aW1lL3BvZGNhc3QueG1s) | [TuneIn](https://tunein.com/podcasts/Comedy/A-Corporate-Time-p1038501/) **Exclusive Content:** [Join BDM](https://tomanddan.com/registration) **Merch:** [Shop Tom & Dan](https://tomanddan.myshopify.com/)

10 years of Maed in India and this week we’re rewinding to 2017: a year of big firsts, bittersweet moments, and a whole lot of goosebumps. It was the year Maed in India went LIVE (!!) with Blackstratblues, celebrated our 100th episode with legends Indian Ocean in their Delhi studio, and even had Apache Indian drop by to sing acapella while on tour in India. We had tracks that gave us Goa vibes, deep dives, bandmates roasting each other, stripped down punk rock, and a whole lot of unreleased gems. But the year wasn’t all highs. We tragically lost the profoundly talented keys player Karan Joseph aka Madfingers, who had featured on an episode with drummer Lindsay D’Mello aka DCF. His loss was felt deeply in the indie scene. This Best Of is a time capsule of where indie music was at in 2017: raw, experimental, emotional, and unforgettable. PS: You absolutely can NOT miss the intro by Lakshman, our sound engineer, who talks about a hilarious case of Chinese whispers that made him board the wrong bus after school way back when he was 10. Press play, reminisce, and relive with us. Song List: Apache Indian - I Pray (05:27 - 06:41) Ranjit Arapurakal - Nothing is Real (08:24 - 11:22) Bone Broke - You Run (13:06 - 16:51) Aditi Ramesh - Small Fish In a Big Pond (17:45 - 20:54) Indian Ocean - Maa Rewa (22:19 - 24:40) Chayan & Smiti - Mindfire (26:29 - 31:03) The Yellow Diary - Marz (32:09 - 35:49) Uday Benegal - Fireflies (36:51 - 41:17) Dossers Urge - Erase (44:18 - 48:31) Blackstratblues - Renaissance Mission (Live) (49:31 - 54:39) Tejas - Falling Out (57:01 - 01:02:45) DCF vs Madfingers - Untitled Jam (01:04:01 - 01:13:37) Come be our friend: Instagram @maedinindia Twitter @maedinindia CREDITS: Host: Mae Instagram: @maemariyam Twitter: @maebemaebe Producer: Shaun Fanthome and Meghna Gulati Sound Edited & Mastered by: Kartik Kulkarni Artwork: Alika Gupta

In this episode of the Data Center Frontier Show, Editor-in-Chief Matt Vincent speaks with LiquidStack CEO Joe Capes about the company's breakthrough GigaModular platform — the industry's first scalable, modular Coolant Distribution Unit (CDU) purpose-built for direct-to-chip liquid cooling. With rack densities accelerating beyond 120 kW and headed toward 600 kW, LiquidStack is targeting the real-world requirements of AI data centers while streamlining complexity and future-proofing thermal design. “AI will keep pushing thermal output to new extremes,” Capes tells DCF. “Data centers need cooling systems that can be easily deployed, managed, and scaled to match heat rejection demands as they rise.” LiquidStack's new GigaModular CDU, unveiled at the 2025 Datacloud Global Congress in Cannes, delivers up to 10 MW of scalable cooling capacity. It's designed to support single-phase direct-to-chip liquid cooling — a shift from the company's earlier two-phase immersion roots — via a skidded modular design with a pay-as-you-grow approach. The platform's flexibility enables deployments at N, N+1, or N+2 resiliency. “We designed it to be the only CDU our customers will ever need,” Capes says. Tune in to listen to the whole discussion, which goes on to explore why edge infrastructure and EV adoption will drive the next wave of sector innovation. 

In this episode of Mining Stock Education, host Brian Leni interviews Michael Samis of SCM Decisions. The discussion delves into the intricacies of discounted cash flow (DCF) modeling, focusing on its applications in the mining industry. Key topics include the differences between static and dynamic DCF models, how to effectively deal with risks like metal price fluctuations, jurisdictional considerations, and inflation. Michael shares insights from his 35-year career in mining engineering and valuation, offering practical advice for both seasoned investors and newcomers on utilizing these models to evaluate the economic potential of mining projects. They also discuss the significance of real options and the importance of accurate cash flow risk assessment in making informed investment decisions. 00:00 Intro 00:27 Guest Introduction: Michael Samis 00:31 Understanding Discounted Cash Flow Modeling 02:10 Static vs. Dynamic Cash Flow Models 05:51 Application of Dynamic Models in Exploration 14:54 Challenges and Risks in Modeling 17:42 Learning and Resources for Investors 25:25 Importance of Dynamic Modeling in Modern Markets 32:47 Financing and Joint Ventures Insights 39:05 Final Thoughts and Contact Information Michael's website for course info: https://scmdecisions.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. 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 this episode, Preston sits down with Chris and Joe to explore how Bitcoin is changing the way we think about corporate treasuries, asset valuation, and investment risk. They dive into the STRIVE report, debate traditional financial models, and propose new frameworks for evaluating assets in a Bitcoin-denominated world. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:58 - How Bitcoin reshapes asset valuation and opportunity cost analysis 10:23 - Why Internal Rate of Return (IRR) is crucial for comparing investments in a Bitcoin world 13:05 - The challenges of applying traditional DCF models to Bitcoin 20:45 - The concept and implications of the equity stability premium 22:59 - How Bitcoin's volatility can be reframed as an asset rather than a liability 26:19 - Why volatility perceptions differ between traditional finance and Bitcoin maximalists 31:08 - How Bitcoin adoption trends impact valuation and investment strategy 08:29 - Preston's personal journey in reevaluating valuation models using Bitcoin 40:46 - Portfolio risk management principles involving Bitcoin and traditional assets 50:06 - Insights from the STRIVE report on future asset valuation frameworks Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Joe's X Account. Chris' X Account. The Strive Report on: The Case for Bitcoin in Corporate Treasuries. The Unchained Report: Repricing the Economy in Bitcoin. Check out all the books mentioned and discussed in our podcast episodes⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: SimpleMining Hardblock AnchorWatch Unchained Human Rights Foundation Vanta Indeed Fundrise Onramp reMarkable Shopify Abundant Mines River Financial The Bitcoin Way Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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

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. ------

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. ------