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➡️ Tu veux investir dans l'immobilier en Suisse ? Clique ici : https://www.inved.ch/fixer-un-rendez-vousHey, c'est Édouard, bienvenue dans ce nouvel épisode solo d'ImmoTalk.Aujourd'hui, on parle d'un sujet rarement expliqué en détail :
Chaz and AJ spoke with attorney John Kaloidis, regarding the recent DCF report on the Waterbury stepmom case. Attorney Kaloidis is defending the stepmom, and believes the report exonorates his client from wrong doing.
Five months after a 32-year-old man was rescued from a Waterbury home where he was allegedly held captive, DCF spoke candidly to members of Connecticut's Children's Committee. On that committee and private zoom call was Shelton Senator Jason Perillo. He shared what came out of the meeting and what happens next. IMAGE CREDIT: Melissa Sheketoff
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.
3 state agencies are responsible for taking and investigating allegations of abuse, neglect, and exploitation. Those agencies are the Department for Aging and Disability Services (KDADS), the Department of Health and Environment (KDHE), and the Department of Children and Families (DCF). These agencies may refer alleged perpetrators to 3 state licensure boards: the Board of Healing Arts, the Board of Nursing, and the Behavioral Sciences Regulatory Board. The state's process for investigating allegations and identifying perpetrators is complicated and fragmented. State law is also unclear about agencies' responsibilities. We found KDADS and DCF keep registries of perpetrators, but KDHE does not. KDHE doesn't investigate allegations of ANE because KDHE officials believe they lack the authority to do so. We also identified issues with how agencies refer allegations to each other. These issues suggest not all suspected perpetrators get investigated and that agencies' registries may be incomplete.
This week, we welcome a returning guest back to the Value Perspective. Adam Rozencwajg is the co-founder and Managing Director of Goehring and Rozencwajg. His first appearance on the podcast came back in 2024 in a special episode hosted by Django Davidson and Juan Torres-Rodriguez, that quicky became one of the most downloaded in the show's history. This time, our discussion with Adam focuses on the realities of deep value investing in the commodities space. Special thanks to Elliott Plotkin from Kopernik Global Investors for sending over their paper Why Invest in Mining Companies, that helped shape our conversation. Adam shares his views on why he runs a long-only commodity boutique instead of a hedge fund; what it means to be a deep value investor in this sector; the mental frameworks he and his team use to improve decision making; and why traditional DCF models may fall short when valuing mining companies. Adam also tackles the role of gold in today's economic environment. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Past Performance is not a guide to future performance and may not be repeated. Diversification cannot ensure profits or protect against loss of principal. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of investments to fall as well as rise. Investing in emerging markets and securities with limited liquidity can expose investors to greater risk. Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments. This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Selamat datang di INIKOPER, podcast yang menyelami dunia investasi yang melampaui keuntungan finansial! Episode kali ini, kami membahas secara mendalam tentang Investasi Berdampak (Impact Investment) — sebuah strategi yang bertujuan untuk menghasilkan dampak sosial dan lingkungan yang positif dan terukur, di samping keuntungan finansial. Kami akan menguraikan karakteristik utama dari investasi berdampak, mulai dari niat yang jelas untuk menciptakan dampak, penggunaan modal swasta, hingga komitmen terhadap pengukuran dampak. Jelajahi bersama kami bagaimana investor kini dapat menyelaraskan nilai-nilai mereka dengan tujuan finansial, menciptakan perubahan nyata di dunia. Dalam episode ini, kami juga mengupas tuntas proses investasi berdampak, mulai dari identifikasi dan penyaringan peluang yang selaras dengan misi hingga analisis investasi yang cermat, uji tuntas (due diligence), dan penataan investasi. Pentingnya mengintegrasikan pertimbangan dampak sosial di setiap tahap proses ini akan kami soroti, memastikan bahwa setiap keputusan investasi tidak hanya menguntungkan secara finansial, tetapi juga memberikan kontribusi yang berarti. Kami juga akan membahas berbagai struktur investasi seperti utang, ekuitas, dan utang konversi, serta metodologi penilaian seperti arus kas terdiskonto (DCF), penilaian relatif, dan biaya modal yang relevan dalam konteksi investasi berdampak. Tidak hanya itu, kami juga akan mengeksplorasi tantangan dan kritik yang dihadapi industri investasi berdampak, termasuk masalah kelangkaan peluang berkualitas, valuasi yang kompleks, skalabilitas, dan risiko regulasi. Kami akan membahas pentingnya pemantauan pasca-investasi, manajemen, dan pembangunan nilai, termasuk pelaporan keuangan dan sosial untuk memastikan dampak yang berkelanjutan. Terakhir, kami akan melihat struktur dan ekonomi dana investasi berdampak, termasuk kompensasi dan tolok ukur kinerja, serta mensintesis pandangan tentang arah masa depan investasi berdampak. Mari bergabung dengan kami di INIKOPER untuk memahami lebih lanjut bagaimana Anda dapat menjadi bagian dari gerakan yang membentuk masa depan yang lebih baik.
➡️ Tu veux investir dans l'immobilier en Suisse ? Clique ici : https://www.inved.ch/fixer-un-rendez-vousHey, c'est Édouard, bienvenue dans ce nouvel épisode de mon podcast dédié à l'immobilier et au monde du business en Suisse romande.Aujourd'hui, je reçois Alexandre Baettig, Président de la CEI (Chambre suisse d'experts en estimations immobilières) et Directeur de la société d'expertise Acanthe SA à Genève.Alors que les taux directeurs repartent à la baisse, une question agite tout le secteur :
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/
تواصل معانا وشاركنا افكاركنستكشف الطرق المختلفة لتقييم الشركات ونناقش مزايا وعيوب كل منها. نتعمق في كيفية تأثير العلامة التجارية والنمو المستقبلي على قيمة الشركة، مع تقديم أمثلة عملية وموارد تعليمية.• طريقة تقييم الأصول (Asset Sale): تقييم جميع أصول الشركة وطرح الالتزامات• مضاعفات المبيعات مقابل مضاعفات الربحية ومتى تستخدم كل منهما• أهمية أخذ ملف النمو والهوامش الربحية في الاعتبار عند التقييم• قيمة العلامة التجارية في التقييم الحديث وكيف تمثل 60% من قيمة شركة مثل كوكاكولا• طريقة التدفقات النقدية المخصومة (DCF) وكيف يمكن لتغير بسيط في معدل النمو أن يغير التقييم بشكل كبير• موارد تعليمية مثل "Breaking into Wall Street" لفهم تقييم الشركات بعمقSupport the showاستمتع بتجربة سماع بودكاست فريدة من خلال ابليكشن بزنس بالعربي واستفيد من محتوى اضافي وحصري في البزنس وتطوير ذات حمل تطبيق من بزنس بالعربي من خلال الرابط: https://m.mtrbio.com/BBA-Application رعاة بودكاست بزنس بالعربي:
How do top investors decide when to buy, sell, or hold a stock, and stick with it for decades? In this deep-dive interview, Jonathan Wellum, CEO of RockLinc Investment Partners, breaks down the exact investment process he's used for 35 years to deliver long-term wealth for clients. Wellum walks us through: How to identify durable and great businesses in the right industries Why discounted cash flow (DCF) is his go-to valuation tool, and how he applies it conservatively The power of compounding and tax deferral (the Buffett formula in action) When to sell a stock, from mistakes to overvaluation to better opportunities How he sizes positions, builds portfolios, and navigates market hype with discipline Real-world examples from Amazon, Burford Capital, GROY, and Franco-Nevada Get a free portfolio review with Jonathan Wellum at https://bit.ly/4erNlRd Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 0:13 - The 6-Point Trigger: How Rocklink Decides to Buy 8:57 - “Macro vs. Micro”: Does Timing Really Beat Valuation? 11:19 - Cash on the Sidelines or All-In? Rocklink's Stance 16:13 - Pulling the Plug: The Exact Moment Rocklink Sells 24:38 - Beyond DCF: The Valuation Hacks Rocklink Swears By 37:25 - Turning Rocks, Not Portfolios: Ideal Holding Periods 44:37 - Mastering Market Psychology: Keeping Fear in Check Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #ValueInvesting #StockMarket #FinancialFreedom #LongTermInvesting #WarrenBuffett #PortfolioManagement #Compounding #InvestorMindset #MarketDiscipline ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
A new DCF performance audit looked at the state department's response to children missing from care. It identified internal control deficiencies, noncompliance with laws and a need for improvement in practices. The report looks at the fiscal years that ended June 30, 2021, 2022, and 2023. Senator Jason Perillo, Ranking Senator on the Committee on Children, shared reaction to the report. To read the full report: PERFORMANCE_Department of Children and Families' Response to Children Missing from Care FULL_20250625.pdf Image Credit: Melissa Sheketoff
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
欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫企业应如何提升ROE水平？来自淳哥来了。一、从杜邦分析法角度看如何提升ROE根据经典的杜邦分析方法，ROE可拆解为利润率、周转率、杠杆率三者的乘积。要提升ROE，从财务分析的角度，可从这三个方面入手。这其中，利润率可理解为单位产品的盈利能力，是个“质”的概念。比如同样生产销售一台2000元的手机，质量一样，但我的技术、管理等先进，成本控制能力强，我能挣500元，你只能挣250元，我的利润率就是你的两倍。周转率更多的指示“量”的指标。我们的投入资金一样，但我周转快，资金使用效率高，同样时期内，我生产了2000台手机，你只生产了1000台，我赚的就比你多。利润率与周转率两个指标，考验的是企业的产品力、管理能力等“供给侧”的硬功夫。而杠杆率则是通过贷入资本、扩大产能的方式这种硬功夫进行复制、放大。加大杠杆后，公司的资本结构中，债权资本增加，自有资本得以节省，分母变小，从而提升ROE水平。这三者中，前两者的提升难度比较大，它们更多地体现企业经营质量。而杠杆率的提升则相对容易一些，但它会带来企业财务风险上升。高杠杆企业一旦发生债务违约，引发挤兑，后果非常严重。一般来说，如果上市公司杠杆率过高，会导致市场评级下降，这会被直接计入股价，而由之带来的ROE提升对股价的正面影响也会被抵消。也就是说，不同于前两者，杠杆率的提升是有限度的，只有合理的杠杆率，才会对企业盈利与估值产生正面作用，过犹不及。而前两者，则基本上是多多益善。杜邦分析法指示了提升ROE的正道、康庄大道，无非就是努力提高企业的利润率与周转率，并合理利用杠杆。二、分红与回购如何提升ROE除此之外，在资本市场的具体运作中，还有一些技术、“窍门”等也被用来提升 ROE，并对股价产生实际的影响。比如美股备受瞩目的长期高分红与回购。美股甚至被冠以“回购牛”——回购带来的牛市，似有投机取巧之嫌。分红提升ROE的逻辑是，在公司期末，净利润总额、总股本一定的情况下，分红会减少公司净资产，每股净资产减少，每股净收益却不变，也就是分子不变，分母变小，从而提升ROE。回购提升ROE的逻辑是，在公司期末，净利润总额一定的情况下，减少总股本，会导致每股净收益增大。同时，只要回购价格高于1倍市净率，就会导致每股净资产变小。这样，作为分子的每股净收益变大，而作为分母的每股净资产变小。于是ROE提升。可见，这两种提升ROE的方式都是在公司净利润总额没有变化的前提下，玩了点“小戏法”，临时“偷换”了分子与分母，从而使ROE提升。但市场对这两种方式是认可的，这两种方式一般都能实实在在地提高股价，原因如下。分红理论上说不过是把本就属于股东的钱发给股东，但它却表明了企业的实力。只有真赚了钱，且赚到了真钱，而不是“假钱”，才敢大比例分红。另外，它也表明了公司回馈股东的诚意。不像某些融资市，大股东毫无公众公司意识，来市场只为圈钱，圈到即赚到，不论利润还是股东投入，在其眼中都是自己的私产，为什么要分给别人？总之，公司能持续大额分红，就是用真金白银向市场传达公司经营良好、现金流充沛、管理层“德才兼备”的信号，给市场以信心。回购是增资扩股等融资行为的反面，它不是向市场要钱，“抽血”，而是企业向市场“归还”资金的行为，也是要实打实地消耗真金白银、消耗公司现金流的，因而也跟分红一样，向市场表明了企业的实力。回购还向市场传达了管理层看好企业前景的信心，并对股票直接形成买压。基于以上原因，分红与回购都是受市场欢迎的，能够实实在在地提高股价。但回购的逻辑要比分红复杂得多。三、回购的复杂性在美国，回购一开始是作为上市公司分红的替代方案出现的。上世纪70年代，美国经济“滞胀”，政府为刺激经济，促进投资，限制上市公司现金分红，于是上市公司是采用回购注销股票的方式来回报投资者。也就是说，从宏观来看，回购有缩减社会投资规模的作用。我国在2018年放松回购限制就有这方面的考虑，即让企业把收益更多地回馈股东，而不是留在体内继续投资，以抑制产能过剩，优化产业结构。用回购来替代分红还能起到避税作用——红利税要高于资本利得税。而且，回购会在二级市场形成对自家股票的买压，能直接提升股价，这也是其优于分红的地方。大额现金回购不仅可以起到跟分红一样向市场“亮肌肉”的作用，它还向市场传达了公司管理层认为股价低于其内在价值，值得投资的信号，并且用真金白银来表明这种信心。从另外一个角度来看，回购与分红的重要不同还在于，分红本质上来说是把企业资产返还给投资者，对所有投资者来说都是收回了一部分投资，而回购则不同，回购本质上是一部分投资者收回了投资，而另一部分投资者加大了投资。在回购过程中，卖出股票者收回投资，退出。而对剩余的仍持有股票者来说，他们持有的公司份额比例变大了，这是公司管理层替他们做出的投资决策，即他们购买了退出者的股份。如果购买价格大于1倍市净率，则他们持有的股份对应的公司净资产实际上是减少了。所以这里就引出关于回购的一个争议，就是既然是一种投资行为，就有好坏对错之分，并不是所有的回购对留下来的股东都是好的。判断的标准就是是股票回购价格是否低于其“内在价值”。如果回购价格过高，就是一笔亏本生意，最终会损害到留下来坚守的股东们的利益，所以回购是考验管理层判断力的。与回购相比，分红的争议则较少，道德风险较低。企业多分红基本上都是受欢迎的：公司管理层、大股东慷慨大方，不把企业视为自己的私人帝国，愿意把本可自己支配、“挥霍”的现金分享给广大中小投资者，把再投资的决策权留给大家。基于对人类普遍的自私本性的认知，这样的管理层、大股东一般被认为是难得的、值得称赞的。当然，在现实世界中，股票的“内在价值”是很难确定的，它就是按DCF模型计算出来的企业未来全部自由现金流的折现，这是价值投资的终极问题。如果内在价值是已知的，那么投资就是世界上最简单的事了，因为剩下的就只是“比大小”的明牌。所以在现实世界中，能持续大量回购的公司，一般也不会遭受以上非议，市场基本上都会给予正面的回应，获得信心，提振股价。
Send us a textIn this episode, we sit down with Sonia Gupta, Partner and Co-Head of Biotech Investment Banking at Goldman Sachs. Sonia walks us through her unique journey—from studying public health at Brown, to working in healthcare consulting, to getting her MBA at MIT, and ultimately climbing the ranks at Goldman to become a senior leader advising some of the most innovative biotech companies in the world. We dive deep into what it's like to enter banking post-MBA, how her academic background shaped her approach to the job, and why healthcare—particularly biotech—is such a distinct and intellectually demanding coverage group.We explore the nuances of biotech investment banking: how to value companies that often have no revenue, how the space intersects with venture capital and tech, and why the work often feels more like strategic consulting than traditional M&A. Sonia breaks down the DCF models she and her team build—sometimes stretching 25 years—and the real-life decision-making that goes into supporting clients whose work could lead to the next blockbuster cancer drug or cure for a rare genetic disease. We also talk about how healthcare banking is segmented within the broader investment banking ecosystem and what it really means to be a “coverage banker” at Goldman.Finally, we discuss analyst exit opportunities, how banks like Goldman are thinking about retention, and what it's like building a career—and a family—while advising high-growth companies from San Francisco. Sonia's insights are thoughtful, candid, and inspiring, especially for anyone considering a career in investment banking or healthcare. Whether you're curious about the real-world utility of an MBA, the biotech IPO market, or what it means to grow into true subject matter expertise over time, this episode offers a fascinating window into one of the most complex and purpose-driven sectors on Wall Street.Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.
Here's a look at our top local stories for Thursday, June 12. Find these articles and much more in Thursday's print edition and online at https://www.iolaregister.com/.
In this episode, I walk through what a DCF is, one of the most common terms asked about in investment banking interviews. You'll learn how to project future cash flows, estimate terminal value, and determine the appropriate discount rate using WACC. I also explain how to calculate the cost of equity using CAPM, and share key strategies for structuring and delivering your answer clearly and confidently during interviews. Whether you're prepping for investment banking or just want to master DCF fundamentals, this episode has everything you need to understand the basics. Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep361
It's our Double or Nothing episode and the girls have a new mantra: not only are we saying what we see, but we are BELIEVING what we see, and what we believe is that Double or Nothing was for us. Anarchy in The Arena's comedy costumes, intergender violence, and flagpoles up the butt? For us. Toni and Mina ending in a passionate makeout? Extremely for us. Hangman and Ospreay retroactively justifying their entire build by a banger of a match that held our hearts in their fists the whole time? FOR US. Whatever the hell was going on in that Nigel McGuinness match? THE WHOLE TIME, IT WAS FOR US. What a night, and what a SUMMER yet to come!0:00 Chit Chat Time and WMMH8:00 Purchasing DoN17:19 Ricochet vs Mark Briscoe23:25 Speedball vs Okada25:48 Anarchy in the Arena51:30 Women's Divish1:08:03 Hangman vs Ospreay1:39:59 DCF vs Paragon1:42:54 Alex Marvez's Return1:46:46 FTR vs Nigel and GarciaSupport this podcast at — https://redcircle.com/social-suplex-podcast-network/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
How should we value L1 tokens in crypto? Today's guest, Jonah Weinstein of Skycatcher, introduces RSOV—“Realized Store of Value”—a new metric designed to fundamentally rethink how we evaluate Layer 1 assets like ETH, SOL, and BTC. In this episode, we explore why traditional models like DCF and REV fall short for monetary assets, how RSOV works, and why it may be a better way to understand crypto's total addressable market. Tune in for a fresh perspective that could change how you analyze L1s forever. ------
Lea's home from her Keeping It Strong Style Excursion and has plenty to report on, some of it even correct! We try to sort out what's going on with the Death Riders and how the Elite and Gabe Kidd fit in. Plus Hangman is making Ospreay feel SO strange, MJF and the Hurt People get 14 interminable segments, and we're SO happy to see Mina! Plus, Nigel apologizes to Tony Schiavone and it almost takes us out for good. Happy Mother's Day everyone!0:00 Chit Chat Time11:01 Death Riders and the Elite36:53 DCF, Hangman and Ospreay52:55 MJF and the Hurt People01:14:12 Toni/Mina/Mercedes01:22:30 Tony/Nigel Derangement SyndromeSupport this podcast at — https://redcircle.com/social-suplex-podcast-network/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Ethereum has achieved groundbreaking technological success, but has it failed to properly define ETH the asset? In this episode, Frax founder Sam Kazemian joins us to discuss what he believes is Ethereum's biggest mistake: confusing the ETH asset with Ethereum the technology. Sam argues that post-EIP-1559 and Proof of Stake, ETH unintentionally shifted toward a discounted cash flow (DCF) valuation model, undermining its potential as a commodity-like store of value. We explore how the Ethereum community can reclaim a stronger narrative around ETH and why social consensus — not just tech — determines an asset's destiny. ------
Today we give the straight talk on the state of the economy that operators running tech companies need to hear. We cover:* Ripple Effects: Even if your company doesn't ship atoms, your customers probably do. Expect slower procurement, deferred renewals, and CFOs eyeing legacy tools.* Investor Vibes: Market uncertainty = deal drag. Think longer diligence cycles, cautious boards, and DCF models sweating in real time.* ERP Economics: When Nike gets budget clotheslined, your cloud spend might too. The trickle-down is real.* Hiring Freeze Incoming: Some MBA grads might be ghosted before day one. And no, Nike won't double hire next year to make up for it.* Winners in the Wreckage: Recommerce, maintenance software, parts platforms, and demand planning tools could quietly shine.* Finance Playbook: Monthly budget reviews, cautious hiring, flexible vendor contracts, and employee comms that treat folks like grownups.* Operational Clarity: Turbulent markets are a great time to re-educate teams on “how we make money here.” Finance literacy = strategic clarity.* Sponsor Shoutout: Gelt for Mostly Metrics—proactive tax strategy for high-growth CFOs who want more than just compliance. go.joingelt.com/mostlymetrics Get full access to Mostly metrics at www.mostlymetrics.com/subscribe
Bobby and Jared discuss the NFL draft plans for the Patriots, where they should realistically end up next season, a family in MA getting arrested for evading DCF, bringing back the R7 from Taylormade, and how to use AI to create businesses. Make sure you SUBSCRIBE to the show to stay up to date on the latest releases! You can also find the video show on YouTube by clicking here. Make sure you check out LMNT electrolyte drink mix at drinklmnt.com! Use the following link to get a FREE variety pack with your first purchase! http://elementallabs.refr.cc/jaredmello Thank you to our sponsor MoonBrew! Go to www.noonbrew.com/jaredmello for 10% off your entire purchase! Thank you to our sponsor The Ice Pod! Go to www.podcompany.com and use our promo code: JARED10093 for $10 off your entire purchase! Make sure you sign up with MyBookie.com to get all of your bets in. Use our promo code: SARCASMPOD to double your first deposit up to $1000
Sam Smink from WFSB discusses the ongoing Waterbury case and maybe an important question in the case should be why DCF didn't conduct check-ups of the kid after being pulled out of school for home schooling. Is this something that could be introduced because of this?
Beta measures systematic risk...great to know, but what do we do with it? In today's episode we'll walk through how to un-lever and re-lever beta based on the capital structure of a target business that you're valuing (e.g. for a DCF analysis).Contact: investmentbankinginsights@gmail.com
In this highly requested video, I'll show you how to easily tell if a stock is expensive or cheap using a Discounted Cash Flow, or DCF, analysis. You'll learn why knowing a stock's true value matters if you're aiming for better returns, and I'll clear up the difference between price and value. I'll walk you through when DCFs make sense—and when they don't—plus share key tips and common mistakes to watch out for. I'll also explain why waiting to buy a stock when it's cheap (or sell when it's overpriced) isn't the same thing as trying to time the market. Finally, I'll show my favorite online tool that can visually show you if a stock is expensive or cheap, saving you a lot of time that manual DCFs can take, though I still encourage you to learn how to do them. Join the world's largest free Dividend Discord ➜ https://discord.gg/kkSr5FY Join my channel membership as a GenEx Partner to access new perks: https://www.youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q/join Seeking Alpha Affiliate Referral Link ➜ https://www.sahg6dtr.com/2352ZCK/R74QP/ Click my FAST Graphs Link (Use coupon code AFFILIATE25 to get 25% off your 1st payment) ➜ https://fastgraphs.com/?ref=GenExDividendInvestor Please use my Amazon Affiliates Link ➜ https://amzn.to/2YLxsiW Thanks! As an Amazon Associate I earn from qualifying purchases. Support me & get Patreon perks ➜ https://www.patreon.com/join/genexdividendinvestor Use my Financial Modeling Prep affiliate link for awesome stock API data (up to a 25% discount) ➡️ https://site.financialmodelingprep.com/pricing-plans?couponCode=genex25
How do investors, analysts, and companies decide what a business is really worth? In this deep dive episode of Corporate Finance Explained on FinPod, we unpack the fundamentals of corporate valuation—from enterprise value vs. equity value to the tools used by top professionals.You'll learn how to use DCF analysis, comparable company analysis (CCA), and precedent transactions to value a company—and how FP&A teams use these skills internally to guide smart decisions. We also explore the human side of valuation, how Warren Buffett thinks about “intrinsic value,” and why these concepts matter in your life and career. Whether you're in investment banking, FP&A, or just curious about how valuation works, this episode breaks it all down.
Governor Lamont joined us for the latest on legislative moves happening up in Hartford during the legislative session. We talked about DCF and oversight for homeschool children, backlash towards Avelo Airlines, a potential nursing home strike in the state, high utility costs and state investments in non-profit organizations. Image Credit: Reuters
Slam the Gavel welcomes John Scott from Florida to the podcast. John is the victim of multiple DCF Civil Rights Violations by a caseworker that has since left DCF. It all started November 6th, 2023. The caseworker, B. Bachelor, was rude, made malicious insinuations and wanted John to go into detail about DV that was done to him by his ex while in front of the children. This caseworker criminally conspired with multiple members of the Okaloosa County, FL Sheriff's Department to have him arrested for allegedly being a convicted felon in possession of a firearm. However, there was a paperwork issue.... Where is the accountability?? John discussed his story and has a 2023 arrest case sealed by a Federal Judge and a 2022 Civil Rights Violation case sealed as well. John has court on April 7th, 2025 and has reached out to 200 law firms and found one that deals with DCF cases. John is trying to get the retainer together to be represented by Rapier Law Firm from Illinois. To Reach John Scott: nkchvactech315@gmail.com***** Supportshow(https://www.buymeacoffee.com/maryannpetri)Maryann Petri: dismantlingfamilycourtcorruption.comhttps://www.tiktok.com/@maryannpetriFacebook: https://www.youtube.com/@slamthegavelpodcasthostmar5536Instagram: https://www.instagram.com/guitarpeace/Pinterest: Slam The Gavel Podcast/@guitarpeaceLinkedIn: https://www.linkedin.com/in/maryann-petri-62a46b1ab/ YouTube: https://www.youtube.com/@slamthegavelpodcasthostmar5536 Twitter https://x.com/PetriMaryannEzlegalsuit.comhttps://ko-fi.com/maryannpetri*DISCLAIMER* The use of this information is at the viewer/user's own risk. Not financial, medical nor legal advice as the content on this podcast does not constitute legal, financial, medical or any other professional advice. Viewer/user's should consult with the relevant professionals. Reproduction, distribution, performing, publicly displaying and making a derivative of the work is explicitly prohibited without permission from content creator. Podcast is protected by owner. The content creator maintains the exclusive right and any unauthorized copyright infringement is subject to legal prosecution. Support the showSupportshow(https://www.buymeacoffee.com/maryannpetri)http://www.dismantlingfamilycourtcorruption.com/
Ed Lando is the Co-founder of Pareto, where he's been an early investor in over 25 unicorns, started and incubated over 10 companies, and was recently named the most active angel investor in the world according to Crunchbase.We get into how Ed first got started angel investing, how he built up deal flow, why he's historically kept a low profile, and why he hasn't raised outside capital.We also talk concentration vs diversification, why there's many ways to build successful companies, advice on hiring your first employees, and his playbook for incubating companies at Pareto, which is where he focuses most of his time. Timestamps:(0:00) Intro(2:51) Getting into angel investing(3:58) Debating high vs low PR strategies(8:27) How to start building deal flow when angel investing(10:00) Pareto: first investor in people leaving school or their job(12:05) Evolving from angel to fund(14:57) Why Ed didn't raise outside capital(20:33) Concentration vs diversification(28:29) Investing in non-sexy categories(32:50) There's no one right way to build a company(36:03) When to go against traditional wisdom(39:36) Lessons from his anti-portfolio(45:59) Ed's close relationship with his parents((49:04) How we're using AI(54:04) Incubating companies(58:38) Investing beyond spreadsheets and DCF models(1:05:49) How to trust your intuition investing (1:09:47) How to move fast(1:14:24) What most people get wrong when incubating companies(1:18:40) How to hire your first employees(1:26:27) Navigating hype when building and investing1:29:59 Venture math and the Power Law1:35:33 How Ed and Pareto's strategy might break1:38:45 Differences between the US and EuropeReferencedPareto: https://pareto20.com/Misfit Market: https://www.misfitsmarket.com/Catalina Crunch: https://catalinacrunch.com/Zamp: https://zamp.com/Magnus Carlsen on Joe Rogan: https://www.youtube.com/watch?v=ybuJ_nIXwGEFollow EdTwitter: https://x.com/edwardlandoLinkedIn: https://www.linkedin.com/in/edwardlando/Substack: https://edwardlando.substack.com/Follow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/
In this Florida Man Friday episode, Ky tells you the case of Diane Natasha Mack, a former child welfare worker whose actions led to the tragic death of her adopted daughter, Selena. The narrative begins with a seemingly routine 911 call: a mother reporting her unresponsive child. However, what unfolds next is a shocking revelation of abuse and neglect that raises serious questions about the child welfare system. When first responders arrived, they found a malnourished 13-year-old child covered in wounds, a grim reflection of the systemic horrors that had transpired in Diane's home.As we explore the timeline of events, it quickly becomes apparent that Diane's initial claims about her daughter's condition were fabricated. Instead of calling for help immediately, she opted to drive her other children two and a half hours away. This decision to delay medical assistance underscores a chilling narrative of neglect and potential premeditation. The investigation into Diane's home revealed further evidence of sustained abuse, including shackles and blood-stained restraints, highlighting the level of violence and control exerted over Selena. The findings at the crime scene were so disturbing that Sheriff Paul Blackman described it as one of the most shocking cases he had ever encountered.Throughout the episode, we bring to light Diane's background as a Department of Children and Families (DCF) worker, a role that ironically positioned her to protect vulnerable children rather than harm them. My discussion emphasizes the immense failure of the child welfare system, questioning how someone with such a background could adopt children and then subject them to such deplorable treatment. As I break down Diane's history and her stint as a court-appointed guardian ad litem, I confront systemic issues within the DCF — from overwhelmed caseworkers handling excessive caseloads to the alarming lack of proper oversight that allowed this abuse to occur unnoticed.We also hear from Selena's biological mother, Jennifer, who lost custody years prior and desperately sought to reunite with her daughter. Her emotional pleas resonate throughout the episode, serving as a stark reminder of the human cost when child welfare systems fail. As the ramifications of Diane's actions unfold, I discuss the ongoing legal proceedings, including the charges of first-degree murder and the state's pursuit of the death penalty, and reflect on the broader implications for child welfare policies in Florida.As I wrap up the episode, I reflect on the critical need for reform within the DCF and the urgent call to action regarding child protective services nationwide. The tragedy of Selena's case is more than just a singular horror; it reveals widespread systemic failures that place countless children at risk. I encourage listeners to engage with this case and share their thoughts, stressing the need for awareness and accountability in the fight for children's rights and safety. The episode serves as a grim reminder that we must not turn a blind eye; each child deserves protection and care, and it's up to us to advocate for systemic change.********************************************************************************Sources:https://www.myfloridanews.com/news/southwest/sebring-woman-charged-with-murder-and-abuse-of-adopted-daughter/article_2e36efcc-5ca9-5cbb-bdb3-9f17264f1405.htmlhttps://www.lawyerherald.com/articles/60882/20241118/daughter-dead-garage-florida-child-welfare-worker-abuse-bruised-diane-natasha-mack.htmhttps://www.wfla.com/news/highlands-county/ex-department-of-children-and-families-worker-accused-of-killing-teen-daughter/https://people.com/dcf-worker-charged-murder-daughter-found-naked-emaciated-diaper-8747303https://www.fox35orlando.com/news/florida-woman-charged-murder-abuse-death-adopted-daughter-13**********************************************************************************HOW TO SUPPORT LOVE AND MURDER:
In this episode we are discussing the collaborative efforts of DCF & DHS around how to support youth with developmental disabilities to transition into the adult care system. We talk about what supports are available and what resources families can utilize to help with this transition.
A Connecticut woman is being accused of holding her stepson captive for more than 20 years and now, lawmakers are demanding DCF for answers. We spoke with Senator Jason Perillo, Ranking Senator on the Committee for Children, about the case in Waterbury and recent other Connecticut cases putting DCF in the hot seat. IMAGE CREDIT: Eric Urbanowicz
On this week's episode we welcome back Meghan Walsh the daughter of Americas Most Wanted John Walsh and story behind the fraudulent case of DCF and CPS taking her children including a 5 day old baby girl by using the courts and a bogus Judges order along with the local authorities. TGI Now Podcast was on the scene that day to witness it live including a viral video that shows the fraud and abuse of the "child protective services system". We will review the video live with Meghan
On this week's Stansberry Investor Hour, Dan and Corey welcome Pieter Slegers to the show. Pieter is the founder of Compounding Quality, an investment newsletter that boasts more than 440,000 subscribers. Pieter kicks things off by sharing how he got his start in asset management, why he began investing in U.S. stocks, and the difference between value investing and quality investing. This leads to a discussion about Warren Buffett's impressive track record and one particular software company that Pieter likes today. He breaks down several criteria he uses when looking for investment opportunities – including founder-led businesses, long-tenured CEOs, and wide moats – and how exactly he narrows down his list. (1:40) Next, Pieter talks about the evolution of his successful X account that he began anonymously but eventually put his face on after it gained a lot of attention. As Pieter emphasizes, if you're taking investment advice from someone, that person should be invested alongside you and have skin in the game. For that reason, Pieter is looking to launch an investment fund later this year. Pieter then lists off a few companies he likes today and discusses the importance of investing in growing end markets. (20:30) Finally, Pieter gives his thoughts on the balancing act between paying high valuations for good companies versus missing an opportunity to own a great business. As Pieter details, it's all about an investor's individual risk tolerance and whichever strategy works best for them. Pieter also covers the flaws in discounted cash flow ("DCF") models, two companies that are overpriced today based on reverse DCF, and the three valuation methods he personally uses. (37:47)
On this week's Stansberry Investor Hour, Dan and Corey welcome Pieter Slegers to the show. Pieter is the founder of Compounding Quality, an investment newsletter that boasts more than 440,000 subscribers. Pieter kicks things off by sharing how he got his start in asset management, why he began investing in U.S. stocks, and the difference between value investing and quality investing. This leads to a discussion about Warren Buffett's impressive track record and one particular software company that Pieter likes today. He breaks down several criteria he uses when looking for investment opportunities – including founder-led businesses, long-tenured CEOs, and wide moats – and how exactly he narrows down his list. (1:40) Next, Pieter talks about the evolution of his successful X account that he began anonymously but eventually put his face on after it gained a lot of attention. As Pieter emphasizes, if you're taking investment advice from someone, that person should be invested alongside you and have skin in the game. For that reason, Pieter is looking to launch an investment fund later this year. Pieter then lists off a few companies he likes today and discusses the importance of investing in growing end markets. (20:30) Finally, Pieter gives his thoughts on the balancing act between paying high valuations for good companies versus missing an opportunity to own a great business. As Pieter details, it's all about an investor's individual risk tolerance and whichever strategy works best for them. Pieter also covers the flaws in discounted cash flow ("DCF") models, two companies that are overpriced today based on reverse DCF, and the three valuation methods he personally uses. (37:47)
Fund your account in five minutes or less athttps://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Is Lam Research (LRCX stock) a value stock to buy now for 2025? Chip Stock Investors Nick and Kasey discuss the companies outlook and future growth potential, especially as memory chips for use in AI remain in high demand. Lam's Semiverse software and Dextro robot are also put in the spotlight in this video. The semiconductor supply chain, new export restrictions to China, and an updated reverse DCF model discussion are also included.Join us on Discord with Semiconductor Insider:https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here:https://finchat.io/csi/********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #LRCX #LamResearch #semiconductorstocks #lrcx #chips #investing #stocks #ai #chipstocks #stocks #investor #stockmarket#chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocksNick and Kasey own shares of Lam ResearchPublic Disclosure:All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply.
Imagine someone offers you a golden hen. A real, egg-laying golden hen. Now, here's the question: How much would you pay for it? Most people would start by asking, “How many golden eggs does it lay? How often? Are the eggs pure gold or just gold-plated?” Congratulations—if you thought that way, you've just tapped into the essence of DCF, or Discounted Cash Flow, which is one of the ways we value a business as investors. Now, DCF isn't just a way to value a hen—or a business. It's a way to think. A mindset. And once you adopt this frame of mind, it changes how you invest forever. Let's discuss this more in today's episode of the #TheInnerGame #podcast.
This week, Drewby and Yergy head to Winooksi, Vermont, to discuss the case of Peighton Geraw, a toddler who fell through the cracks of DCF. After presenting with unusual bruising, Vermont DCF Investigator John Salter paid a visit to the family home. At that time, little Peighton was possibly already dead, but the Investigator had no clue as he failed to conduct a physical inspection of the little boy. He was just 14 months and 25 days old. According to the autopsy findings, Peighton showed signs of shaken baby syndrome. He had multiple injuries to the top of his head, a forehead injury, neck injuries, damage to the retinal nerves in both eyes, and brain bleeding. He also had a lower leg fracture. His mother, Nytosha Marie Laforce, only served 4 years for his death. Support Our Patreon: https://www.patreon.com/themiserymachine PayPal: https://www.paypal.me/themiserymachine Join Our Facebook Group: https://t.co/DeSZIIMgXs?amp=1 Instagram: miserymachinepodcast Twitter: misery_podcast Discord: https://discord.gg/kCCzjZM #themiserymachine #podcast #truecrime Source Material: https://www.nashuatelegraph.com/news/local-news/2013/05/30/nashua-police-charge-two-vt-parolees-with-fugitive-from-justice-raps/ https://vtdigger.org/2014/07/10/dcf-worker-cleared-death-winooski-toddler/ https://www.facebook.com/Justice-for-Peighton-100050808793855/ https://www.mynbc5.com/article/former-boyfriend-admits-he-lied-to-police-in-toddler-murder-investigation/3317157 https://www.burlingtonfreepress.com/story/news/local/2014/06/13/boyfriend-charged-winooski-baby-death/10429647/ https://www.mynbc5.com/article/tyler-chicoine-facing-charges-of-giving-false-information-to-police/3317152 https://www.findagrave.com/memorial/206046164/peighton_a-geraw/photo https://www.mynbc5.com/article/dozens-light-lanterns-for-peighton-geraw/2749501 https://vtdigger.org/tag/peighton-geraw/ https://vtdigger.org/2022/05/03/rev-stephen-berry-dcf-cannot-supervise-itself-it-needs-outside-oversight/ https://vtdigger.org/2016/10/14/plea-agreement-mother-peighton-geraw/ https://vtdigger.org/2015/07/01/report-number-of-vermont-children-in-state-custody-up-by-33-percent/ https://vtdigger.org/2014/11/21/outside-report-criticizes-dcf-handling-child-deaths/ https://vtdigger.org/2014/11/13/father-dezirae-sheldon-sues-state/ https://vtdigger.org/2014/10/01/report-recommends-boosting-staff-training-coordination-dcf/ https://vtdigger.org/2014/07/25/mothers-boyfriend-pleads-guity-death-third-child-ties-dcf/ https://vtdigger.org/2014/07/13/special-report-can-federal-pressure-reunifying-families-lead-tragedy/ https://vtdigger.org/2014/07/10/dcf-worker-cleared-death-winooski-toddler/ https://vtdigger.org/2014/06/20/human-services-chief-shuffles-staff-wake-dcf-problems/ https://vtdigger.org/2014/06/18/mother-third-baby-die-three-months-speaks-dcf-connection/ https://vtdigger.org/2014/05/28/mother-slain-winooski-toddler-pleads-guilty-second-degree-murder-charge/ https://vtdigger.org/2014/05/27/mother-charged-death-winooski-toddler/ https://vtdigger.org/2014/05/13/dcf-responsible-second-toddler-death-commissioner-says/ https://www.burlingtonfreepress.com/story/news/2016/10/07/winooski-woman-baby-death/91732196/ https://apnews.com/general-news-c09ae6a9db184ad0858b93015cc5c8ac https://www.mynbc5.com/article/toddlers-death-prompts-advocates-to-push-for-change/2749551 https://lawreview.vermontlaw.edu/staff-note-victims-of-the-system-can-state-law-and-policy-provide-adequate-protection-for-our-children/ https://www.nefac.org/deaths-two-children-public-records-request-exposes-deficiencies-vermonts-dcf/ https://www.mynbc5.com/article/questions-raised-about-hospitals-actions-days-before-toddlers-death/2748777 https://www.vtcng.com/stowe_reporter/news/local_news/dcf-worker-cleared-in-death-of-toddler/article_fba35eee-0dde-11e4-b476-001a4bcf887a.html https://www.sevendaysvt.com/OffMessage/archives/2014/11/21/damning-report-issued-on-dcf-in-infant-death-cases https://legislature.vermont.gov/Documents/2014/WorkGroups/Committee%20on%20Child%20Protection/Police/W~Det.%20Lt.%20James%20Cruise~Case%20Narrative%2014A102352%20PG-%20Redacted~7-23-2014.pdf https://mylifeofcrime.wordpress.com/2021/04/17/mothers-from-hell-nytosha-laforce-killed-her-15-month-old-son-peighton-geraw-sentenced-to-6-15-years-in-prison/ https://www.newspapers.com/image/924134723/?match=1&terms=Peighton%20A%20Geraw https://www.newspapers.com/image/113637712/?match=1&terms=Peighton%20Geraw%2C%20birth https://www.nashuatelegraph.com/news/local-news/2013/05/30/nashua-police-charge-two-vt-parolees-with-fugitive-from-justice-raps/ https://www.facebook.com/tyler.chicoine https://www.facebook.com/nytosha.laforce.5 https://www.burlingtonfreepress.com/videos/news/2014/05/28/9674273/ https://www.newspapers.com/image/113694819/?article=391142ca-80a9-45ab-96df-6f625f2fbf80&xid=4717&terms=Peighton_Geraw
In 2020, the Hartmans grow even more isolated as Covid hits: Sophie pulls C out of school citing worsening health and breaks with the church community who've been supporting her and her daughters. Concerns for abuse grow as Sophie begins to push a new narrative that C has central precocious puberty (CPP), a condition that causes the body to go through puberty prematurely, After making an initial DCF report in 2019 and tracking Sophie's demands for increasingly invasive procedures: Seattle Children's Child Abuse Team files an official report to the Department of Children, Youth, and Families. Her daughters are subsequently placed in protective custody and Sophie is charged with assault of a child in the second degree. We hear from the Seattle reporter who broke the story, Olivia LaVoice and dig into the extensive documentation from the investigation with Detective Michael Lee, a major crimes detective in Texas and co-founder of the National Crimes Against Children Investigators Association.. Andrea also talks with Dr. Mary Zupanc, a pediatric neurologist and epilepsy specialist with over 30 years of clinical and research experience with AHC. She gives listeners a better understanding of AHC by describing the history of the disorder, the various symptoms, common environmental triggers, and how clinical diagnoses of AHC are made. *** Links and Resources: More about Dr. Mary Zupanc: https://www.childneurologysociety.org/awards/mary-l-zupanc-md/ Check out Olivia LaVoice's podcast, The Bakersfield Three: https://www.iheart.com/podcast/867-the-bakersfield-three-128074552/ Chad Goller-Sojourner's Sitting in Circles with Rich White Girls: Memoir of a Bulimic Black Boy will be adding show dates in spring 2025. Click HERE for more information. Preorder Andrea and Mike's new book The Mother Next Door: Medicine, Deception, and Munchausen by Proxy Catch Andrea and Mike at their Seattle Book Launch Event: https://www.eventbrite.com/e/andrea-dunlop-and-mike-weber-the-mother-next-door-tickets-1097661478029 Learn more about our featured non-profit and mutual aid organizations: https://www.nobodyshouldbelieveme.com/nsbm-supports/ Check out You Probably Think This Story's About You: https://brittaniard.com/podcast Click here to view our sponsors. Remember that using our codes helps advertisers know you're listening and helps us keep making the show! Subscribe on YouTube where we have full episodes and lots of bonus content. Follow Andrea on Instagram for behind-the-scenes photos: @andreadunlop Buy Andrea's books here. To support the show, go to Patreon.com/NobodyShouldBelieveMe or subscribe on Apple Podcasts where you can get all episodes early and ad-free and access exclusive ethical true crime bonus content. For more information and resources on Munchausen by Proxy, please visit MunchausenSupport.com The American Professional Society on the Abuse of Children's MBP Practice Guidelines can be downloaded here. Learn more about your ad choices. Visit megaphone.fm/adchoices
**Available Resources for Parents** Nationwide: 2-1-1 Postpartum Support International Suicide Prevention Hotline- 1.800.273.8255 Knee to Knee National Parent Youth Helpline- 855.427.2736 National Maternal Mental Health Hotline-1-833-TLC-MAMA National Domestic Violence Hotline- 1.800.799.7233 PSI Depression hotline- 1.800.944.4PPD Arizona Specific: 2-1-1 Arizona Family Involvement Center Prevent Child Abuse Arizona Welcome back to By Their Side, listeners! I am so thrilled to be joined in this episode by two guests - Lindsey Shine and Samara Vaught, two amazing and inspiring birth moms who have both gone through the tough journey of dealing with the child welfare system until ultimately being reunited with their children. They now work at the Family Involvement Center, offering peer support to parents in similar situations. Listen in as they share their personal stories, both of which are heart-wrenching and inspirational. We discuss their struggles with addiction, domestic violence, and the overwhelming challenges of dealing with the system, all while trying to stay connected with their children, but I promise that it isn't all doom and gloom. These women are passionate about providing hope to other parents, showing them that reunification is possible and offering practical advice for those who might feel like they have nowhere to turn. You will also hear how the Family Involvement Center and its Parents for Parents program became a turning point for both Lindsey and Samara, offering them the support that they needed when they felt most defeated. They both highlight the importance of community support and understanding, and how small acts of encouragement can make a huge difference. This episode is about hope, resilience, and the power of human connection, so tune in to hear more about their journey and how they're helping others find their way back to their children! Highlights: [2:17] - Hear about how the Family Involvement Center offers free support to parents navigating the Child Welfare system. [4:53] - The Parents for Parents program offers support from people with lived experience in the foster care system. [7:30] - Samara shares how she got through her struggles with hope. [10:41] - Lindsey reflects on her struggle with meth addiction, homelessness, and distrust while pregnant. [13:36] - Lindsey felt that her case was disorganized, but the Family Involvement Center provided hope and support. [16:23] - The turning point for Lindsey was the support from Commissioner Allen and her own determination. [17:46] - Samara shares having found honest conversations with her case manager in the shelter motivating and encouraging. [20:54] - Samara reflects on her manipulative behavior in the past and how honesty made a significant difference in her recovery. [22:38] - Lindsey faced immense housing challenges, but support and perseverance kept her going. [25:41] - Lindsey advises persistence, daily effort, and broad engagement to improve chances of success. [27:18] - Samara advocates for community support, family resource centers, and normalizing seeking help for family reunification. [30:29] - Libraries could better serve families by expanding community-based support beyond just internet access. [33:59] - Samara urges the community to provide resources before escalation to reduce unneeded DCF involvement. [35:33] - Lindsey shares having felt unsupported and doubted her ability to keep her children. [38:37] - Lindsey is grateful for her relationship with her children but wishes that she had received more encouragement at the time. [40:37] - It's important to support families after reunification to help them lead healthier lives. [41:59] - Lindsey finds that praise and direct encouragement can be a game changer and can build confidence. [43:00] - Samara credits her daughter's supportive placement with helping their relationship and enabling her own recovery. [46:24] - Positive conversations and boundary-setting while fostering children and supporting parents is very important. [47:41] - Samara advocates for open communication with families, recognizing progress and normalizing seeking help for reunification. [50:29] - Parents, not placements, are statistically best suited to care for their children long-term, whenever possible. [51:08] - Regardless of reunification outcomes, families should leave the process with hope and resources. [54:59] - Lindsey advises reframing difficult interactions to recognize a parent's passion for their children and their struggles. [57:16] - Lindsey values her parents' support, even after strained relationships. [58:05] - Samara finds empowerment in working with the Family Involvement Center, realizing that her past does not define or limit her.
**Available Resources for Parents** Nationwide: 2-1-1 Postpartum Support International Suicide Prevention Hotline- 1.800.273.8255 Knee to Knee National Parent Youth Helpline- 855.427.2736 National Maternal Mental Health Hotline-1-833-TLC-MAMA National Domestic Violence Hotline- 1.800.799.7233 PSI Depression hotline- 1.800.944.4PPD Arizona Specific: 2-1-1 Arizona Family Involvement Center Prevent Child Abuse Arizona Welcome back to By Their Side, listeners! I am so thrilled to be joined in this episode by two guests - Lindsey Shine and Samara Vaught, two amazing and inspiring birth moms who have both gone through the tough journey of dealing with the child welfare system until ultimately being reunited with their children. They now work at the Family Involvement Center, offering peer support to parents in similar situations. Listen in as they share their personal stories, both of which are heart-wrenching and inspirational. We discuss their struggles with addiction, domestic violence, and the overwhelming challenges of dealing with the system, all while trying to stay connected with their children, but I promise that it isn't all doom and gloom. These women are passionate about providing hope to other parents, showing them that reunification is possible and offering practical advice for those who might feel like they have nowhere to turn. You will also hear how the Family Involvement Center and its Parents for Parents program became a turning point for both Lindsey and Samara, offering them the support that they needed when they felt most defeated. They both highlight the importance of community support and understanding, and how small acts of encouragement can make a huge difference. This episode is about hope, resilience, and the power of human connection, so tune in to hear more about their journey and how they're helping others find their way back to their children! Highlights: [2:17] - Hear about how the Family Involvement Center offers free support to parents navigating the Child Welfare system. [4:53] - The Parents for Parents program offers support from people with lived experience in the foster care system. [7:30] - Samara shares how she got through her struggles with hope. [10:41] - Lindsey reflects on her struggle with meth addiction, homelessness, and distrust while pregnant. [13:36] - Lindsey felt that her case was disorganized, but the Family Involvement Center provided hope and support. [16:23] - The turning point for Lindsey was the support from Commissioner Allen and her own determination. [17:46] - Samara shares having found honest conversations with her case manager in the shelter motivating and encouraging. [20:54] - Samara reflects on her manipulative behavior in the past and how honesty made a significant difference in her recovery. [22:38] - Lindsey faced immense housing challenges, but support and perseverance kept her going. [25:41] - Lindsey advises persistence, daily effort, and broad engagement to improve chances of success. [27:18] - Samara advocates for community support, family resource centers, and normalizing seeking help for family reunification. [30:29] - Libraries could better serve families by expanding community-based support beyond just internet access. [33:59] - Samara urges the community to provide resources before escalation to reduce unneeded DCF involvement. [35:33] - Lindsey shares having felt unsupported and doubted her ability to keep her children. [38:37] - Lindsey is grateful for her relationship with her children but wishes that she had received more encouragement at the time. [40:37] - It's important to support families after reunification to help them lead healthier lives. [41:59] - Lindsey finds that praise and direct encouragement can be a game changer and can build confidence. [43:00] - Samara credits her daughter's supportive placement with helping their relationship and enabling her own recovery. [46:24] - Positive conversations and boundary-setting while fostering children and supporting parents is very important. [47:41] - Samara advocates for open communication with families, recognizing progress and normalizing seeking help for reunification. [50:29] - Parents, not placements, are statistically best suited to care for their children long-term, whenever possible. [51:08] - Regardless of reunification outcomes, families should leave the process with hope and resources. [54:59] - Lindsey advises reframing difficult interactions to recognize a parent's passion for their children and their struggles. [57:16] - Lindsey values her parents' support, even after strained relationships. [58:05] - Samara finds empowerment in working with the Family Involvement Center, realizing that her past does not define or limit her.
For this episode of the Data Center Frontier Show Podcast, DCF Editor in Chief Matt Vincent and Senior Editor David Chernicoff sat down for a far-reaching discussion with data center industry luminary Ron Vokoun, a 35-year veteran of the construction industry with a primary focus on digital infrastructure. "I got into telecom back in '92, which led to data centers," he said. "Probably worked on my first one around '96 or '97, and I've been involved ever since." Currently the Director of National Market Development for Everus Construction Group, Vokoun has been involved in AFCOM, both regionally and nationally, for nearly two decades and is an emeritus content advisory board member for Data Center World. He has also written extensively for Data Center Dynamics. Vokoun added, "I've just always been curious—very much a learner. Being a construction guy, I often write about things I probably have no business writing about, which is always the challenge, but I'm just curious—a lifelong learner. Interestingly, [DCF founder] Rich Miller ... gave me my first blogging opportunity." Here's a timeline of the podcast's highlights: Introductions - Ron Vokoun shares his extensive background. He has been in the construction industry for 35 years. 1:46 - On his role at Everus Construction Group and the company's diverse services across the nation. 2:07 - Vokoun reflects on his long-standing relationship with Rich Miller. He acknowledges Rich's influence on his blogging career. 3:05 Nuclear Energy - A discussion about nuclear energy trends occurs. The importance of nuclear energy in data center construction is probed. 3:35 - Natural gas is highlighted as a key trend. Its role as a gateway to hydrogen is emphasized. 3:51 - The impact of recent nuclear developments is analyzed. The reopening of Three Mile Island is noted as significant. 4:55 Future Power Sources for Data Centers - Discussion turns to the timeline for small modular reactors (SMR). Vokoun expresses some confidence that significant developments will occur within five years. 5:42 - Natural gas is identified as a potential primary power source. Its role as a cleaner alternative to diesel generators is acknowledged. 7:49 Natural Gas Interest - Vokoun talks about how natural gas generators are being considered by major companies, and how much more implementation is anticipated in the near future. 9:18 - The advantages of multiple power sources are emphasized. Vokoun remarks on how natural gas plants can adjust more quickly than nuclear or coal plants. 10:53 Power Project Lawsuits and Concerns - Concerns about the impact on residential customers are raised. The relocation of power from one vendor to another is discussed. 12:12 - The potential for increased power generation is highlighted. A net decarbonization effect is suggested due to more carbon-free power sources. 12:59 Impact of Liquid Cooling - Discussion centers on advancements in power distribution. Insights are shared on liquid cooling infrastructure trends. 13:34 - Direct liquid cooling is noted as prevalent. Immersion cooling is mentioned as having lost traction. 16:06 Immersion Cooling Technologies - A discussion about immersion cooling technologies occurs. The efficiency of direct to chip cooling is emphasized. 17:12 - Concerns regarding the weight of new racks are raised. The need for plumbing in liquid cooling systems is highlighted. 17:48 - The potential narrowing of the immersion cooling market is predicted. A quick market response is anticipated based on immersion cooling's market share. 19:00 Energy Storage Technologies Overview - The advantages of various energy storage technologies are discussed. Lead acid, lithium ion, and sodium solutions are mentioned as key options. 20:00 - The shift in market share from lead acid batteries is highlighted. Sodium-based products are noted as an exciting emerging technology. 20:41 - Data centers in new locations are referenced. 21:50 Evolving Site Selection Criteria - The evolution of site selection for data centers is discussed. The importance of having reliable power sources is emphasized. 22:57 - The rise of data center locations in Indiana is highlighted, as an example of how previously overlooked areas are now experiencing significant development. 24:01
On this episode of the DCF Show Podcast, iMasons Climate Accord (ICA) Executive Director, Miranda Gardiner, shares insights on sustainability and emissions reduction strategies for data centers with DCF editors Matt Vincent and David Chernicoff. During the course of the talk, Gardiner explains how the iMasons Climate Accord (ICA), as part of Infrastructure Masons, focuses on data center industry emissions reductions as its primary goal, including approximately 300 member companies in the digital infrastructure space. The recent ICA flagship initiative emphasizing the value of Environmental Product Declarations (EPDs) for materials and equipment, as signed by major hyperscale players like AWS, Google, and Microsoft, is also unpacked. We also learn how the Climate Accord aims to enhance global outreach and collaboration, particularly in regions such as APAC and Latin America, to address local sustainability challenges. Gardiner also discusses how the group's future efforts will prioritize transparency and verification in sustainability claims to ensure accountability within the data center industry.
Send us a textIf you want to become a better maker, understanding the nuances of fabrics and fabric attributes is crucial to your development. We still hear a lot of people mention old or disproven theories about what fabrics can and cannot do. Don't be left in the dark. Listen to hear about 8 common fabric myths and how they impact your projects. The Myths1. Technical Fabrics are uncomfortable against the skin 2. The best insulation is always down 3. DCF is a weak textile4. DWR lasts forever 5. You need the perfect thread and needle for each fabric6. You can't sew technical fabrics without professional gear7. Fabrics that include a ripstop grid are always stronger than ones without8. You need the HH to be as high as possible for functional gear Find Us on Social Media
Understanding the Weighted Average Cost of Capital (WACC) is one of the most common interview questions. In this episode, we'll break it all down—from the components of the formula to how it's calculated. You'll learn how to combine the cost of equity, cost of debt, and capital structure to determine the rate a company should use in a DCF model. Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep304
In today's episode of the Data Center Frontier Show podcast, DCF's editors speak with hyperscale data center industry veteran Yuval Bachar, founder and CEO of hydrogen data center operator EdgeCloudLink (ECL). Bachar has held data center leadership positions with Microsoft Azure, LinkedIn, Facebook, Cisco, and Juniper Networks. He was a founder of the Open19 project, which creates open hardware designs for enterprise users, and holds eight U.S. patents in data center, networking and system design. During the interview, we asked Bachar about ECL's flagship hydrogen data center projects near Houston, TX and Mountain View, CA. He went on to outline ECL's future plans for expansion and sustainability in response to growing AI demands. Within the context of Bachar's forecast outlook for hydrogen data centers, DCF's editors also inquired about natural gas as a transitional power source and the challenges of natural gas infrastructure. With the AI boom is driving heavy interest in the upsides of hydrogen data centers, Bachar also took time to emphasize his company's ongoing commitments to sustainable data centers, as reflected by the industry at large. Our hydrogen production strategy discussion also touched on hyperscalers' intense needs for new energy solutions, before circling back around to sustainability in data center operations. Phased Development During our interview, Bachar said that ECL is expanding its hydrogen data center business with a focus on Texas, aiming for 100 megawatts in the first phase of campus development there and additional phases every six months. The company plans to complete four sites in the next four to five years, contingent on hydrogen availability and supply chain capabilities. He emphasized that the urgency for data centers to meet AI demand is critical, citing estimates of the industry needing 50 to 100 gigawatts of power in the next five years, while highlighting the importance of rapid deployment and sustainable practices. He further noted that ECL is positioned as a significant off-taker for hydrogen, influencing suppliers to invest in cleaner hydrogen production facilities. Bachar underlined his company's sustainability bona fides by stating, "We can deliver data centers which are fully sustainable right now." He noted that ECL aims to use a blend of gray and blue hydrogen initially in its data centers, transitioning to green hydrogen as production increases.
An Anti-Christian Reddit Group Falsely Reported A Family To Child Services. DeSantis Says Florida Won't Stand For It. Family alleges anti-Christian Reddit group conspired, sent in false DCF reports while on Florida camping trip AmericanFamilyRoadTrip Instagram Posts Part One and Part Two Defending the Innocent from Child Protective Services by Derek Bootle MS. MBA
In 2000, 4-year-old Rilya Wilson was living with her sister and foster parents, Pamela Graham and Geralyn Graham, in the Miami, Florida area. During this time, Rilya was still under the care of The Florida Department of Children and Families. In April 2002, a new caseworker was assigned to oversee her care, but when they visited the home, her foster parents claimed that DCF had removed Rilya from their custody nearly two years prior. Unable to locate any record of this, Rilya was reported missing. However, it wasn't long before the truth about the Grahams and DCF came to light, exposing the many failures in Rilya's case. If you have any information about Rilya Wilson, contact the Florida Department of Law Enforcement at (850) 410-8161. For more information about the show, visit VoicesforJusticePodcast.com. Follow us on social media: Twitter: @VFJPod Instagram: @VoicesforJusticePodcast TikTok: @VoicesforJusticePodcast Facebook: @VoicesforJusticePodcast Voices for Justice is hosted by Sarah Turney Twitter: @SarahETurney Instagram: @SarahETurney TikTok: @SarahETurney Facebook: @SarahETurney YouTube: @SarahTurney Thank you to our sponsor, Lumen. If you want to take the next step in improving your health, visit LUMEN.me/justice for 15% off. The introduction music used in Voices for Justice is Thread of Clouds by Blue Dot Sessions. Outro music is Melancholic Ending by Soft and Furious. The track used for ad transitions is Pinky by Blue Dot Sessions. Learn more about your ad choices. Visit podcastchoices.com/adchoices
This morning, Joe discussed the SCOTUS ruling in Murthy vs. Missouri, highlighting government immunity in First Amendment censorship and a recent Supreme Court leak on an abortion law. Litigation lawyer Ron Coleman joined to criticize the lack of government accountability and suggested solutions. Joe then welcomed Tig to talk about the new Tig rifle release, hope for government reform, and whether citizens should continue to file taxes. Finally, Joe and Tig announced the DCF Liberty Fest Event on July 13th and 14th and concluded with a prayer.
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