Podcasts about dcf

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Play Episode Listen Later May 21, 2026 12:49

Nvidia just reported Q1 fiscal year 2027. The numbers are extraordinary even by Nvidia's own standards. Free cash flow of $49 billion. A nearly 60% free cash flow margin. Revenue guidance implying over $300 billion for calendar year 2026, with some estimates suggesting $400 billion is possible. Next quarter alone: $91 billion in guided revenue. Vera Rubin is beginning to ship and is expected to generate $20 billion in its first six months.And then Jensen Huang said something on the earnings call that almost nobody covered.Nvidia plans to become the world's largest CPU supplier in 2026.That single claim has profound implications — for Intel, for AMD, for every investor tracking the CPU market, and for the semiconductor supply chain at large. CSI called this out as a remote possibility during their CPU market share update just weeks earlier. Now it is a public commitment from Jensen Huang himself.CSI works through the full picture in this episode. They cover Nvidia's new revenue reporting framework — the shift from a single data center segment to two sub-markets. Hyperscale covers the five major cloud providers: Amazon, Microsoft, Alphabet, Meta, and Oracle. ACIE covers AI clouds, industrial, enterprise, and sovereign data centers. This segmentation matters enormously because 80% of global IT spending is still on legacy systems. The enterprise migration to AI infrastructure is just beginning to happen at scale, and for the first time investors have direct visibility into it through Nvidia's own reporting.They also run the reverse DCF at $223 per share. The result: 20% free cash flow per share growth over five years at a 6% terminal rate gets you to today's price. That is not historically cheap for Nvidia. But it is the lowest bar the company has had to clear in years — and given that EPS grew 214% and FCF per share grew 88% in Q1 alone, clearing that bar looks more feasible than it sounds.CSI's updated position: Nvidia remains their largest personal holding. The updated baseline assumption is 50% stock price growth for 2026, revised upward from 40%. Not a prediction. A framework for thinking about what the business needs to deliver to justify current prices.What we cover:— Nvidia Q1 FY2027: $49B FCF, 60% FCF margin, EPS +214% YoY— Revenue outlook: $300B+ in 2026, $91B guided next quarter— Vera Rubin: $20B in sales expected in first six months— New reporting framework: hyperscale vs. ACIE and why it matters— The enterprise migration — 80% of global IT still on legacy systems— Jensen's CPU claim: Nvidia to be world's largest CPU supplier in 2026— Reverse DCF at $223: 20% FCF/share growth, 6% terminal rate— Why Nvidia has looked "boring" while small caps ran hundreds of percent— Updated CSI baseline: 50% stock price target revised upwardSemi Insider members get access to CSI's full DCF and reverse DCF tools, live Q&A sessions, and analysis like this as it happens. Join at chipstockinvestor.comDisclosure: Nick and Kasey have a position in Nvidia. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

Rocket Lab Stock Deep Dive: $200M Revenue, $2.2B Backlog & Is RKLB Still a Buy at $121?

The 7investing Podcast

Play Episode Listen Later May 20, 2026 24:15

Simon Erickson digs into Rocket Lab's (NASDAQ:RKLB) Q1 2026 earnings with a record revenues of $200 million (up 63% year-over-year), $2.2 billion contractual backlog, record gross margins, and an undisclosed customer signing on for five Neutron rocket launches through 2029. 7investing first recommended Rocket Lab at $10 in August 2021, added again at $4 in early 2024 when Simon published a public valuation of $22/share — and the stock now trades at $121. That's a 30x return in two years.But the big question now: is Rocket Lab still a buy at current prices? Simon breaks down his ninth iteration discounted cash flow model, explains why 75% of Rocket Lab's backlog is in the Space Systems manufacturing division (not launches), and why he expects Space Systems to eventually represent 70-90% of total company revenues. He also covers the Neutron rocket timeline (now expected late 2026), the HASTE hypersonic program, Golden Dome defense contracts, and the new European expansion through the Mynaric acquisition.This is Part 1 of a multi-part series — Part 2 will feature a full updated DCF valuation model with Simon's new price target. Plus, Simon will be presenting at the MoneyShow Masters Symposium in Dallas. Subscribe so you don't miss the next episode.

Reviewing Temporary Assistance for Needy Families (TANF) Eligibility Processes and Spending, Part 2 [May 2026]

The Rundown with Kansas Legislative Division of Post Audit

Play Episode Listen Later May 18, 2026 4:54

Data limitations and federal laws prevented us from evaluating the accuracy of TANF benefit payments. The federal government does not require states to assess the accuracy of their TANF benefit payments. DCF has an employee performance review process that includes reviewing TANF payments for process and accuracy errors. However, the data DCF provided to us from that process is not sufficient or reliable for determining the department's accuracy in making TANF benefit payments. Federal law prohibits us from looking at the application data that would allow us to assess the accuracy of TANF benefit payments.

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First Solar: The Cheapest Semiconductor Stock Nobody Is Watching — Value Opportunity or Value Trap?

Play Episode Listen Later May 8, 2026 15:07

Almost nothing in semiconductor land is cheap right now. First Solar might be the exception — and that is worth paying attention to, even if you have never thought of a solar panel manufacturer as a chip stock.First Solar trades at 12.7x forward earnings and 12.7x forward free cash flow. It carries over $2.4 billion in cash with almost no debt. It just reported record Q1 2026 revenue of just over $1 billion, up 24% year over year, with expanding profit margins. It manufactures domestically in five US facilities — a sixth is under construction in South Carolina. It benefits from Inflation Reduction Act tax credits through 2029. And it has just launched a new manufacturing process called CuRe — copper replacement — that increases panel lifetime energy yield by up to 8% and extends panel lifespan.Everything checks out. Until you look at the guidance and the backlog.Full year 2026 revenue is expected to come in flat to slightly down versus 2025. The order backlog, which peaked above 70 gigawatts in 2023, has now declined to under 48 gigawatts. First Solar is working through existing orders faster than it is winning new ones. A sizable cancellation from customer LightSource BP in 2024 and 2025 accelerated that decline. These are the hallmarks of a value trap — a stock that looks cheap because the future earning power is genuinely uncertain, not because the market has mispriced it.The potential inflection point is a pending Section 232 investigation into whether crystalline silicon solar panel imports — primarily from China, where state-subsidized price dumping has been a recurring competitive tactic — constitute a national security risk. If the ruling lands in Q2 2026 and tariff protections follow, First Solar's order book could refill rapidly. If it does not, the backlog decline continues and the cheap valuation has every reason to stay cheap.CSI walks through the full picture: the thin-film cadmium telluride technology edge, the CuRe manufacturing upgrade, the domestic supply chain advantage, the backlog reality, and a reverse DCF that shows the bar First Solar needs to clear is genuinely low — only 7% annual profit growth over five years with a 0% terminal rate gets you to today's price. The conclusion is honest: mildly interested, but the hallmarks of a value trap are present. Patience is the strategy.What we cover:— Why a solar company qualifies as a chip stock — and where First Solar fits in the supply chain— First Solar Q1 2026: $1B+ revenue, record margins, $2.4B cash, minimal debt— Thin-film cadmium telluride vs. crystalline silicon — the technology difference that matters— The CURE manufacturing process: launching now in Ohio, targeted across all facilities— Domestic US manufacturing as a competitive and geopolitical advantage— The guidance problem: flat to down revenue in 2026— The backlog decline: from 70GW in 2023 to under 48GW and still falling— Section 232 tariff investigation — the binary catalyst expected Q2 2026— Reverse DCF: 12.7x earnings, 7% growth, 0% terminal rate— CSI verdict: mildly interested, but patient — the value trap signs are realDisclosure: Nick and Kasey do not currently hold First Solar. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

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Melissa in the Morning: DCF Oversight Bill

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Play Episode Listen Later May 8, 2026 19:11

In the aftermath of the 2026 legislative session, we are focusing on what did and did not make it to the finish line and the impact the session will have on our state. It's no secret, we have some major issues when it comes to protecting all children in Connecticut, specifically regarding DCF oversight. We spoke with Senator Cece Maher from Wilton, who co-chairs the legislature's Committee on Children, to get more details about the bill waiting for the governor's signature.

#366 Michael Green: Why A 1987-Style Crash Is Now Almost Inevitable — Here's the Math

The Julia La Roche Show

Play Episode Listen Later May 7, 2026 38:47

Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 366 to break down what he calls the most important and overlooked structural shift in financial history — the rise of passive investing. Green argues that the market isn't broken in the way most people think: it's not fraud or irrational exuberance, it's the mechanical consequence of a regulatory change in 2006 that turned 401k contributions into an automatic, valuation-blind buying machine. With passive now at 55% of the market — and rising 4% per year — Green shares new research showing that somewhere between 65% and 80%, a 1987-style crash stops being a possibility and becomes nearly inevitable. He also connects the dots between our retirement system, the housing crisis, and why both boomers and millennials are scared — just for completely different reasons.Links:Follow Mike on X: https://twitter.com/profplum99Read Mike's Substack: https://www.yesigiveafig.com/Visit Simplify: https://www.simplify.us/Timestamps00:00 Intro and welcome Mike Green1:04 - What "broken markets" actually means today 2:40 - The Costanza market and how Mike's research began 6:21 - Passive went from 2% to 55% of the market since 1992 7:05 - Why passive investing is just momentum with no valuation filter 9:45 - The 2006 Pension Protection Act — the legislation nobody talks about 10:13 - Why Vanguard and Bogle aren't the ones to blame 10:19 - The book: The Greatest Story Ever Sold 10:39 - The academic paper that forced Mike to rewrite the book 13:59 - Type A vs Type B savers — and the snow cone moment 14:35 - Prices don't move because of information. They move because of flows. 15:08 - The threshold: 65–80% passive and the market becomes unstable16:07 - Why the coming crash could be worse than 1987 19:37 - The XIV collapse — and what it taught Mike about predicting crashes 22:00 - Is there a disconnect between markets and the economy right now? 22:19 - Nvidia's margins, vendor financing, and the Cisco parallel 24:10 - The S&P could be worth less than 2,000 on a pure DCF basis 25:29 - Pushing back on the "we've never been better off" narrative 27:21 - The valley of death and the precarity line 28:36 - Why demographics are at the center of everything 29:29 - Why boomers are terrified too — and why that matters for younger people 31:14 - The housing trap: boomers won't sell, millennials can't buy 34:21 - What does all this say about the social fabric? 35:18 - "Tax wealth, not work" — the tax code we had in the 1950s 36:41 - Why a wealth tax is actually the wrong solution 38:11 - Wrap up

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Westfair Communications’ Fairfield County’s 40 Under Forty, Symphony Paris, Anchor Fox 61, Hartford

Westchester Talk Radio

Play Episode Listen Later May 4, 2026 5:04

Westfair Communications held an awards ceremony on April 20th, 2026 to honor Fairfield County's 2026 40 Under Forty Honorees, a distinguished group of young professionals recognized for their exceptional dedication and leadership across Fairfield County. More than just an accolade, this program serves as a powerful platform to celebrate high-caliber individuals who embody grit and a bold commitment to redefining success. By showcasing those who achieve remarkable industry milestones and inspire others with innovative ideas, the honor significantly enhances professional visibility and opens doors to future opportunities. The evening celebrated the passion and innovation of those daring enough to make a lasting impact on our community and the regional business landscape.Fairfield County Talk Radio was there to capture the excitement. Symphony Paris, anchor Fox 61-Hartford, Hartford spoke with host Joan Franzino. Symphony was there supporting her husband, Corey Paris, State Representative & Chief Impact Officer at Person to Person. She discussed her husband's dual commitment to legislative advocacy and grassroots social service. She highlighted his efforts to address food and housing insecurity through "Person to Person" and his legislative work regarding DCF reforms.

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Melissa in the Morning: DCF Reform

Play Episode Listen Later May 4, 2026 17:29

Apparently, there is a child welfare reform bill now in the hands of the state Senate. House Bill 5004 passed the House with bipartisan support. It aims to increase oversight and accountability within DCF, following a series of high-profile cases that raised concerns in the past year. We spoke with Acting Child Advocate, Christina Ghio, about a recent suicide case with ties to DCF and what this new reform bill could effectively do to help the agency.

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Shady CEOs, Dirty Directors & the DCF Dilemma?! – Junior Mining Insights with Powers & Leni

Mining Stock Education

Play Episode Listen Later Apr 30, 2026 59:08

In this month's Junior Mining Insights discussion, Bill Powers and Brian Leni bring back the ‘Shady, Scam or Strategic?' segment. Three recent questionable actions by CEOs and directors in the junior mining sector are discussed. The duo also shares firsthand experiences with lying CEOs and scumbag directors. The episode concludes with chat about developers and the DCF dilemma?! 00:00 Intro 0:53 Shady CEO? 5:26 BCSC scam? 8:08 Lying CEO? 10:26 Mistaken Trust! 14:55 Dirty Director? 20:02 Scamming Execs? 26:30 Shady Projections? 29:11 Stealing CEO? 35:40 DCF Dilemma! Press Releases discussed: https://www.bcsc.bc.ca/about/media-room/news-releases/2026/23-ceo-pays-bcsc-25000-for-late-insider-reports https://www.emeritaresources.com/news-and-media/news-releases/emerita-resources-corp-discloses-osc-application-for-enforcement-proceeding-regarding-historical-matters https://canexmetals.ca/site/assets/files/5359/gold_basin_nr_26-3_termination_of_charles_straw_final.pdf Brian's website: https://www.juniorstockreview.com/ Brian's YT: https://www.youtube.com/@FIELD_NOTES Bill's Twitter: https://x.com/MiningStockEdu Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Bill and Brian and not licensed financial advisors. Mining Stock Education 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. 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/

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We Called GE Vernova Two Years Ago. Here Is What the Thesis Looks Like Now — And Whether to Keep Holding.

Play Episode Listen Later Apr 30, 2026 10:54

Two years ago, Nick called out GE Vernova when the profit margin was still near zero and the company had just been spun off from GE. The thesis was straightforward: free of the conglomerate, management could finally allocate capital productively, margins would expand, and the company would be perfectly positioned for the AI-driven build-out of the electric grid and data center power infrastructure.That thesis has now fully played out. GE Vernova just reported Q1 2026 earnings — nearly $5 billion in free cash flow, raised revenue guidance to $44.5–45.5 billion, higher EBITDA and FCF margins, and an essentially debt-free balance sheet even after completing the Prolec acquisition in February.In this excerpt from a Semi Insider live research session, Nick breaks down every number that matters: what drove the free cash flow surge, how to correctly read the Prolec accounting effects, why the unregulated data center power market is GEV's most important growth driver right now, and what the reverse DCF at current prices is actually telling investors. Not cheap. Not absurd. Closer to fair value than the deep discount it represented two years ago — but still a compelling hold if you already own it.Nick also tackles the macro question head-on: is power really the bottleneck for the AI data center build-out? Jensen Huang said yes on the Dwarkesh podcast. Nick said essentially the same thing last November. The regulatory environment for utility companies, the unregulated opportunity in dedicated data center power generation, and the timeline reality of building power plants and expanding grids all factor into the answer.What we cover:— GEV Q1 2026: orders, backlog, revenue, and EBITDA all significantly up year over year— Free cash flow of ~$5B — separating the Prolec accounting effect from the underlying business— The Prolec acquisition: what GEV inherited and what it means for the balance sheet— 2026 guidance raised: $44.5–45.5B revenue, higher margins across the board— The unregulated data center power opportunity — why this changes GEV's growth profile— Wind power: offshore still stalled, onshore orders starting to recover— Reverse DCF at ~$1,100/share: 12% growth — our current verdict on valuation— The Axon Enterprise connection and what the reindustrialization thesis really looks likeThis is an excerpt from our Semi Insider live research session. Members get the full analysis, extended valuation discussion, and live Q&A on GEV and the rest of the energy infrastructure stack. Join at chipstockinvestor.comDisclosure: Nick and Kasey are GE Vernova shareholders. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

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DCF Facing Extra Scrutiny

Ray and Joe D.

Play Episode Listen Later Apr 28, 2026 7:47

The Courant's Livi Stanford joins us to discuss DCF and the questions they need to answer about the tragedies that have happened to some CT Children.

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Melissa in the Morning: CT Homeschooling Bill

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Play Episode Listen Later Apr 27, 2026 15:10

House Bill 5468 impacting homeschooling families in Connecticut passed the House and is now headed to the Senate for a vote. Despite some changes to the bill, many still feel this is a direct attack on homeschooling families and a pass for DCF overhaul. We spoke with Senator Jason Perillo, ranking senator for the Committee on Children, about the bill.Image Credit: Dee Ortiz

Why Amazon Just Spent $12 Billion on a Money-Losing Satellite Company — And the Supply Chain Stock That Benefits Most

Play Episode Listen Later Apr 23, 2026 16:04

Amazon just agreed to acquire Globalstar for somewhere between $11 and $12 billion. The catch: Globalstar did $273 million in revenue last year and has never been consistently profitable. So what exactly is Amazon buying — and why now?In this episode, Nick and Kasey work through the full strategic logic behind the deal, explain what Amazon Leo actually is, and then reveal the small-cap satellite manufacturer sitting directly in the supply chain that some investors haven't found yet.The short answer on why Amazon wants Globalstar: spectrum rights, an existing customer base that includes Apple's emergency SOS service, and a head start on the infrastructure needed to compete with SpaceX's Starlink. Amazon has been building toward this under the name Project Kuiper for years. The rebrand to Leo, the timing of Andy Jassy's shareholder letter, and now the Globalstar acquisition all point to the same direction — Amazon is serious about becoming a broadband internet provider, and broadband internet feeds every other part of the Amazon flywheel.The more interesting angle for investors is further down the supply chain. MDA Space, a Canadian satellite manufacturer, holds a $4 billion Canadian dollar backlog — and a significant portion of it is tied directly to building Globalstar's next-generation satellite constellation. The Amazon acquisition just confirmed that contract stays in force. For a company generating $1.6–1.7 billion in annual revenue, that backlog represents years of visibility, and the stock reacted accordingly when the deal was announced.Nick and Kasey walk through MDA's revenue growth trajectory, customer concentration risks, and a reverse DCF analysis that pegged fair value around $33 per share at the time of recording.What we cover:— The Globalstar deal: what Amazon is actually buying and why the price makes sense— Amazon Leo's performance specs and its early enterprise customers: Delta, AT&T, Vodafone, and others— How satellite internet feeds the Amazon flywheel: more broadband, more Prime, more AWS— SpaceX, EchoStar, and why Amazon moved when it did— MDA Space: the satellite builder in the supply chain, their backlog, and valuation— Blue Origin and the launch services picture as Amazon consolidates— A reverse DCF on MDA Space using fiscal.ai dataSponsored by fiscal.ai — get 15% off any paid plan at fiscal.ai/csiDisclosure: Nick and Kasey are Amazon shareholders. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Bankless

Play Episode Listen Later Apr 21, 2026 84:22

Ethereum may be one of the most underappreciated assets. In this conversation, Michael McGuiness and Vivek Raman lay out the case for ETH as “productive money”, a monetary asset with the store-of-value properties of gold and Bitcoin, plus the ability to compound through network activity. We unpack the $250K ETH thesis, why traditional DCF models miss the bigger picture, and why Ethereum's role as the settlement layer for a tokenized economy could unlock massive monetary premium. ------

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ASML's Guidance Is Up. So Is the Risk.

Play Episode Listen Later Apr 21, 2026 8:20

ASML just raised guidance at both ends — new range is €36 to €40 billion for 2026, implying around 17% growth year over year. That's a strong result. But the data underneath it tells a more complicated story.In this episode, we break down what ASML's Q1 2026 earnings mean for the broader wafer fab equipment cycle, why ASML is expected to slightly underperform the 300mm equipment market this year, and what the semi.org outlook through 2028 is quietly flagging about the next mid-cycle slowdown.We also run a reverse DCF on ASML at current prices — and walk through why the implied earnings growth rate needed to justify today's stock price should give investors pause.This is not a sell call. It's a reality check on expectations in a market that has gone hardware-crazy and forgotten that cycles — including this one — don't last forever.Topics covered:- ASML Q1 2026 earnings and raised guidance- Semi.org wafer fab equipment outlook through 2028- 300mm fab market: $133B, 18% growth- Advanced packaging and where ASML fits in- Reverse DCF walkthrough: the 43% EPS growth problem- Mid-cycle slowdown probability and what to watchDisclosure: Nick and Kasey hold ASML. Content is for general information only and is not individual investment advice. All investing involves risk.Subscribe to the free weekly newsletter at chipstockinvestor.comWant deeper research and live discussion? Join our Semi Insider community at chipstockinvestor.com.

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The Software Apocalypse Hit Veeva Systems — Here's Why We're Still Interested

The Rundown with Kansas Legislative Division of Post Audit

Play Episode Listen Later Apr 15, 2026 10:02

Veeva Systems has been hammered by the AI-driven software selloff — but when you look past the stock chart, the fundamentals tell a completely different story. Zero debt, over $6 billion in cash, $1.4 billion in free cash flow, and a reverse DCF suggesting the market is pricing in only 5% growth. That seems like a very easy hurdle for Veeva to clear.In this episode, Kasey breaks down why Veeva is far more than a boring CRM company. Built specifically for the biopharma and life sciences industry, Veeva has embedded itself into every stage of the drug development process — from R&D and clinical trials through manufacturing compliance and global regulatory filings.We cover:- What Veeva actually does — the four-segment cloud stack explained- FY2026 results: $3.2B revenue, 16% year-over-year growth- The balance sheet: $6B+ cash, zero debt- Free cash flow growing at a 16% CAGR on a per-share basis- Is AI a genuine threat to Veeva — or a tailwind?- CEO Peter Gassner's case for AI as symbiotic, not disruptive- The real bottleneck in getting drugs to patients — and where Veeva fits- A reverse DCF valuation walkthrough: what growth rate is actually priced in?We lay out the full case and leave the conclusion where it belongs — with you.Want deeper research and live discussion? Join our Semi Insider community at chipstockinvestor.com. New members can access the Discord server until April 15th.Disclaimer: Content is for general information and educational purposes only and does not constitute specific investment advice. All investing involves risk. Nick and Kasey hold a position in Veeva Systems.

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Reviewing Temporary Assistance for Needy Families' Eligibility Processes and Spending, Part 1 [April 2026]

Play Episode Listen Later Apr 8, 2026 15:25

Temporary assistance for needy families (TANF) is a federal program that provides states with funding to serve low-income families. TANF cash assistance provides monthly funds to low-income families to pay for a variety of needs. To be eligible for TANF cash assistance applicants must meet several criteria. TANF applicants must complete multiple forms that include over 250 pieces of information. DCF staff process each application by taking several steeps including verifying certain information and conducting and interview. It took DCF an average of 22 days to approve or deny TANF applications in fiscal years 2023 and 2024, but staff reported only spending about 1 hour actively verifying applications. On average, we estimated it took applicants who completed an online application in one sitting about 1 hour to complete a TANF application in fiscal year 2025. Stakeholders we talked to estimated it takes 15 minutes to 2 hours for individuals to complete the application. Federal and state law require DCF to take several steps to identify and prevent fraud and other misuse in the TANF program. Generally, DCF appeared to comply with the requirements we reviewed but we identified 1 state law DCF has not implemented. Last, we identified transactions at impermissible locations totaling about $23,000 in fiscal years 2023 and 2024, but this number is likely understated.

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Reviewing Supplemental Nutrition Assistance Program Payment Error Rates and Benefit Card Transactions, Part 2 [April 2026]

The Rundown with Kansas Legislative Division of Post Audit

Play Episode Listen Later Apr 8, 2026 12:03

Based on the limited information we could review, we identified an estimated $700,000 to $1.2 million in Supplemental Nutrition Assistance Program (SNAP) benefits paid to recipients who may not live in Kansas in fiscal years 2023 and 2024. SNAP is a federal program that provides monthly funds to low-income families to buy food. There are a few common types of fraud schemes in the SNAP program including skimming, cash-for-card schemes, and imposter fraud. Federal and state law require DCF to take several steps to identify and prevent fraud in the SNAP program. DCF has policies that appear to comply with most of the federal and state requirements we reviewed, but we identified 1 state law DCF has not implemented. We did several tests to identify SNAP benefits that were potentially being misuses, but our analyses were limited by a federal law that prevents DCF from sharing certain SNAP recipient data with us. Based on the data we could review, we estimated that in fiscal years 2023 and 2024 DCF distributed about $700,000 to $1.2 million in SNAP benefits to recipients who may not have lived in Kansas. DCF told us that Kansas's simplified reporting requirements prevent them from quickly identifying when a recipient moves out of state. Making payments to individuals who have potentially left the state could have a small fiscal impact on Kansas.

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Stolen Child In Massachusetts; With Nicole DeGregorio

Slam the Gavel

Play Episode Listen Later Mar 29, 2026 76:01

Slam the Gavel welcomes Nicole DeGregorio to the podcast. She is the significant other to Christopher Stevens. Christopher is a non-accused parent currently incarcerated for exposing DCF in stealing his child in Franklin County, Massachusetts. DCF has violated his rights under the general Massachusetts Law 119 Section 1. This was also about retaliation, kidnapping for profit and erasing a father.https://youtu.be/ziAyzcpVz3U?si=5zcxWYDVjRle5i8Thttps://youtu.be/ziAyzcpVz3U?si=5zcxWYDVjRle5i8T chris documentaryhttps://givesendgo.com/forgottenfather?utm_source=website_share&utm_medium=sharelink&utm_campaign=forgottenfather To Reach Nicole DeGregorio: ndegregorio46@outlook.comTo Reach Sylvia Beachy/Rescue The Fosters: sbeachy@pm.meSupportshow(https://www.buymeacoffee.com/maryannpetri)Maryann Petri: dismantlingfamilycourtcorruption.comhttps://www.tiktok.com/@maryannpetriFacebook: https://youtube.com/@slamthegavelpodcast?si=INW9XaTyprKsaDklhttps://substack.com/@maryannpetri?r=kd7n6&utm_medium=iosInstagram: https://www.instagram.com/guitarpeace/Pinterest: Slam The Gavel Podcast/@guitarpeaceLinkedIn: https://www.linkedin.com/in/maryann-petri-62a46b1ab/ Twitter https://x.com/PetriMaryannEzlegalsuit.com https://ko-fi.com/maryannpetrihttps://www.zazzle.com/store/slam_the_gavel/aboout*DISCLAIMER* The use of this information is at the viewer/user's own risk. Content on this podcast does not constitute legal, financial, medical or any other professional advice. Viewer/user/guest should consult with the relevant professionals. IRS CIRCULAR 230 DISCLOSURE: To ensure compliance with requirements imposed by the Internal Revenue Service, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any transaction or matter addressed herein. Reproduction, distribution, performing, publicly displaying and making a derivative of the work is explicitly prohibited without permission from content creator. The content creator maintains the exclusive copyright and any unauthorized copyright usage is strictly prohibited. Podcast is protected by owner from duplication, reproduction, distribution, making a derivative of the work or by owner displaying the podcast. Owner shall be held harmless and indemnified from any and all legal liability.Support the showSupportshow(https://www.buymeacoffee.com/maryannpetri)http://www.dismantlingfamilycourtcorruption.com/

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Tunnel Talk #249 - An Obstacle To Our Happiness

Private Practice Survival Guide

Play Episode Listen Later Mar 22, 2026 167:52

It's Tunnel Talk's fifth anniversary! Can you believe we've been doing this for five years? Neither can we! With our wrestling themed cocktails in hand, we tackle Revolution and the events afterwards. Ospreay's back! Cope and Christian only have eyes for the Young Bucks! Gabe Kidd got flipped in a car! And the time of night the main event started caused the girls to have seething resentment towards Hangman and MJF. We were way over time before we even got to Week 4 of the B2 where there was a SHOCKING upset! Join us!Watch the B2 Slideshow on Youtube!Check out the slides in PDF!(0:00) Chit Chat Time(17:58) MJF and Hangman(35:36) FTR/Young Bucks/Cope(1:01:14) Mox and Takeshita and Ospreay(1:20:04) Dogs vs Conglom(1:39:04) Women's Dvision(1:54:06) DCF in general(2:10:53) Swerve, Brody and Kenny(2:23:09) Best Bods Week 4Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

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Defining Your Private Practice Sales Valuation

Play Episode Listen Later Mar 12, 2026 14:45

Send a textIn this quick tip episode of Private Practice Survival Guide, Brandon Seigel breaks down how to accurately define the sales valuation of a private practice—and why misunderstanding valuation mechanics can cost owners hundreds of thousands of dollars at exit. He explains the two primary deal structures (stock sales vs. asset sales), how insurance contracts and tax IDs impact deal viability, and why buyer type (private equity, strategic buyers, internal partners, or individual investors) directly influences valuation outcomes.Brandon walks through the most common valuation methodologies, including EBITDA multiples and discounted cash flow (DCF), while clarifying common mistakes owners make—especially overstating EBITDA by misclassifying owner compensation. Using a real-world case study, he shows how proper add-backs, risk reduction, operational independence, and infrastructure readiness can dramatically increase multiples and sale price. The episode closes with practical steps to optimize value, protect sensitive data during negotiations, and prepare early so owners exit confidently, maximize leverage, and preserve the legacy they've built.Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

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Marvell Data Center Revenue is Going Ballistic!

Play Episode Listen Later Mar 12, 2026 12:30

In this analysis of Marvell Technology's (MRVL) Q4 fiscal year 2026 earnings, Chip Stock Investor explores the company's dramatic shift toward becoming an all-in AI data center infrastructure play as data center revenue approaches nearly 80% of total sales. The video breaks down Marvell's core technological buckets—Logic, Networking, and Storage—highlighting their custom XPU work for major customers like Amazon and the strategic impact of acquiring Celestial AI and XConn. Beyond company specifics, the discussion addresses critical macro disruptions, including rising oil prices and memory shortages that are impacting the global semiconductor supply chain in 2026. By comparing Marvell's trajectory to industry giant Broadcom and performing a reverse discounted cash flow (DCF) analysis at the current $90 stock price, this deep dive evaluates whether the market's 30% growth expectation for Marvell is a justified bet for long-term www.chipstockinvestor.com/membershipinvestorsJoin 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-formIf 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. #Marvell #Semiconductors #AI #Investing #ChipStocks #DataCenter #MRVL #StockMarket AnalysisNick and Kasey own shares of Broadcom

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Tunnel Talk #247 - Pear At A Rest Stop

Play Episode Listen Later Mar 8, 2026 99:17

Great energy in this one as the girls twirl and trip through this week in wrestling! Kevin Knight teaches us a little something about charm, and we think MJF is falling for it! Tommasso Ciampa does NOT like FTR and neither does our new favorite youtuber who satisfyingly annihilated them! Hook is absolutely in charge of the Opps, and he's backstage playing Killer, Killer, Killer? A hot new game! And we have a new man, and we're split on whether to like them! PLUS it's week two of the B2, and we're thrown into a few crises! Too many riches for these girls!Follow Along with the B2 on youtube!Or by PDF!(0:00) Chit Chat Time(14:49) Hangman and MJF(37:23) Swerve and Brody(43:20) Death Riders and DCF(52:09) FTR and the Young Bucks(1:06:51) Women's Division(1:09:34) Hook(1:13:20) Darby, OC, and the NJPW guys(1:21:38) Best Bods Tournament!Support this podcast at — https://redcircle.com/social-suplex-podcast-network/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

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#290~ My Stock Crashed. I Smiled. Here's Why...

Dapper Dividends

Play Episode Listen Later Mar 8, 2026 13:23

In this video, I break down why I didn't sell my position in Harrow Inc. (HROW) after the stock dropped 30% following earnings. I walk through how I think about stocks like a business owner, not a trader — and why the price is often just noise. We look at HROW's real fundamentals: revenue growth, free cash flow, margins, and debt. Then I show you exactly how I evaluate analyst models and DCF valuations, and why one number can change everything. I also share my full position, my risk management approach, and my exit plan. If you've ever panicked when a stock dropped, this one's for you. [⁠⁠⁠⁠⁠⁠Link to YouTube Video⁠⁠⁠⁠⁠⁠]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dapper Dividends Recommendation Tracker Spreadsheet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out my current portfolio on

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Melissa in the Morning: DCF Legislation

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Play Episode Listen Later Mar 6, 2026 18:29

During the legislative session, there's more pressure from lawmakers to partner with DCF and improve systemic problems. We talked about the latest efforts with Senator Jason Perillo, ranking member for the Committee on Children.

Budget Boost, Oil Shock | SA's Two-Speed Week that Changed the Narrative

JSEDirect with Simon Brown

Play Episode Listen Later Mar 3, 2026 22:48

⚖️ Budget Boost: A Rare Win for Taxpayers

Melissa in the Morning: Protecting Children

Play Episode Listen Later Mar 3, 2026 20:59

The Committee on Children is offering a public hearing today to discuss several bills, including ones to better support DCF. We spoke with Christina Ghio, Acting Child Advocate for the Connecticut Office of the Child Advocate, about some of the bills being proposed.

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Jordan aka Mining Stock Monkey – Value Proposition in Devon Energy, Endeavour Mining, B2Gold, Royal Gold, and Altius Minerals

The KE Report

Play Episode Listen Later Mar 3, 2026 31:40

Jordan Rusche, Founder of Mining Stock Monkey, joins me for an in-depth and nuanced discussion on the recent volatility in oil prices, gold and silver prices, and his approach to valuing precious metals mining stocks and royalty companies; along with which companies he is actively trading in his portfolio. We start out reviewing how the geopolitical tensions with the US and Iran have spiked the oil price over the past week, but that he is valuing companies on their fundamental alpha, regardless of the short-term noise in the market from news. We dissected the value proposition synergies from the news announced February 2nd about Devon Energy (NYSE: DVN) and Coterra Energy (NYSE: CTRA) announcing a merger in an all-stock transaction. The business combination will create a leading large-cap shale operator with a high-quality asset base anchored by a premier position in the economic core of the Delaware Basin. Next we shifted over to some of the valuations in the gold producers in his portfolio. Jordan breaks down why he likes larger producers with growth on tap, highlighting the fundamental growth factors for Endeavour Mining plc (TSX:EDV) (OTCQX:EDVMF) (LSE:EDV) and strong full-year 2025 production of 1,209,000 ounces of gold at an AISC of ~1,435/oz; with a H2-2025 dividend of $200m, and >$1bn shareholder returns program. We also followed up on our discussion from earlier this month where he was spot on about some of the operational risks he had cautioned investors about with regards to B2Gold Corp. (TSX: BTO) (NYSE AMERICAN: BTG), that came out of Q4 earnings, and more importantly, FY guidance for 2026. We spend the balance of the discussing diving into why he sees the growth and value proposition as compelling in a couple royalty companies: First, Jordan outlines the growth on tap for Royal Gold, Inc. (NASDAQ: RGLD)over the next couple of years, especially when it comes to some of the long-life assets that came into the company through the acquisition of Sandstorm Gold last year that aren't properly reflected yet due to limitations in using a DCF valuation. Second, Jordan highlights that positioning in Altius Minerals Corporation (TSX: ALS) (OTCQX: ATUSF) allows him to have access to Potash, Lithium, Copper, and Renewable Energy sectors; all through the diversification and reduced risk of a solid royalty company. Jordan is extending a limited-time offer to KE Report listeners for those that would like to be become new Mining Stock Monkey subscribers. Claim Your 25% Discount on a 1-year subscription! (Limited to the first 10 users that sign up) https://miningstockmonkey.substack.com/KE25 . https://miningstockmonkey.com/products/vip?promo=KE25 Click below to follow Jordan's YouTube page, where he'll be putting up some new content soon: https://www.youtube.com/@MiningStockMonkey/videos For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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Tunnel Talk #245 - Year of the Dish

AMERICA OUT LOUD PODCAST NETWORK

Play Episode Listen Later Feb 22, 2026 95:14

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

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DCF and the medical kidnapping of Kenlee Zuraff

Play Episode Listen Later Feb 21, 2026 58:00 Transcription Available

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...

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DCF and the medical kidnapping of Kenlee Zuraff

Nurses Out Loud

Play Episode Listen Later Feb 21, 2026 58:00 Transcription Available

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Is the Software Apocalypse Continues: Buying the AppLovin Dip (APP)

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Play Episode Listen Later Feb 18, 2026 11:19

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

Can AI Value Stocks? Local | Yields at decade Lows

JSEDirect with Simon Brown

Play Episode Listen Later Feb 17, 2026 21:17

Worldwide Markets - Episode 666

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Industry S4E6 "Dear Henry": Why This Might Be the Greatest Episode of Industry Ever Made

The Wall Street Skinny

Play Episode Listen Later Feb 16, 2026 167:38

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.

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The JSE's shining investment gems

MoneywebNOW

Play Episode Listen Later Feb 13, 2026 20:10

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?

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Melissa in the Morning: Former DCF Worker

Play Episode Listen Later Feb 12, 2026 11:40

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

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Tunnel Talk #243 - Your Witchcraft Sucks

AMERICA OUT LOUD PODCAST NETWORK

Play Episode Listen Later Feb 8, 2026 86:38

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

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Floridians are paying for Kenlee to be kidnapped. Who is minding the store?

Play Episode Listen Later Jan 26, 2026 57:00 Transcription Available

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...

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Learning to Lead Anywhere feat. Chris Stillwell '24

Owl Have You Know

Play Episode Listen Later Jan 21, 2026 33:07

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

Reviewing Supplemental Nutrition Assistance Program Payment Error Rates and Benefit Card Transactions, Part 1 [January 2026]

The Rundown with Kansas Legislative Division of Post Audit

Play Episode Listen Later Jan 21, 2026 13:58

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.

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Corporate Finance Explained | How Inflation Impacts Strategy, Costs, and Capital Decisions

FinPod

Play Episode Listen Later Dec 23, 2025 17:42

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.

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