Podcasts about EBIT

Vi har fått se lite bud och förvärv, och självklart, fler rapporter. Vi tittar till lite Nordrest (00:21:39), Generic (00:45:48), och Catena Media (01:03:58).————————Vi har med oss vår sponsor: Montrose – årets bank 2025. En modern sparplattform med allt vi gillar: månadssparande i fonder, automatiska courtageklasser, brett utbud och kickback på fondavgifter. Dessutom AI-stöd, fördjupad bolagsanalys och uppdaterade grafer i appen.Med koden GÖTTJÖT får du Premium i 3 månader!

Pacific rates are flatlining but peak season signals are building, with freight futures pointing to a $900 per FEU jump on Asia-North Europe by July. Meanwhile, the Strait of Hormuz remains effectively closed, global container demand fell 2.4% year-on-year in March, and Maersk posted a second consecutive quarter of negative EBIT.In this episode, Lars Jensen and Caroline Weaver cover:Rate movements across Asia-US West Coast, Asia-US East Coast, and Asia-North Europe, including what freight futures are signaling for peak seasonThe latest Hormuz developments including two new vessel attacks and the short-lived US military escort operationMarch global demand data: why the headline -2.4% masks a world that is otherwise still growing at 5-8%Maersk Q1 results and what two consecutive quarters of negative EBIT signals for carrier health

„Kultur ist kein Nice-to-have, sondern ein knallharter Businessfaktor.“ In dieser Episode spricht Franz Kubbillum mit Rebecca Koch, Chief People Officer mit mathematischem und finanzwirtschaftlichem Background, über moderne HR-Arbeit zwischen Transformation, Kultur und Künstlicher Intelligenz. Sie zeichnet ihren Weg von Bain über Air Berlin, globale Rollen bei Becton Dickinson bis zu C-Level-Positionen in Europa und Asien nach – immer in Unternehmen, die zugleich stark wachsen und effizienter werden mussten. Im Zentrum stehen die Fragen, wie man Kultur messbar mit Umsatz und EBIT verknüpft, was gute People-Organisationen vom „klassischen HR“ unterscheidet und wie sich Rollen, Organisationen und Kompetenzen unter dem Einfluss von KI verändern werden. Rebecca zeigt, warum Klarheit über Prioritäten wie „Client first“, „People first“ oder „Shareholder first“ Kultur und Entscheidungen prägt, wie man Kultur systematisch diagnostiziert und gestaltet und weshalb Geschwindigkeit und Iteration – etwa bei Mitarbeiterbefragungen – oft wirkungsvoller sind als Perfektion. Sie diskutiert, wie Chief People Officer die Belegschaft in eine KI-getriebene Zukunft mitnehmen, welche Skills an Bedeutung gewinnen und warum kritisches Denken und „Gehirn-Fitness“ zu zentralen Kernkompetenzen im Zeitalter von Automatisierung, Fake News und AI-Agenten werden. Weitere Fragen und Themen, die Rebecca Koch in dieser Episode beleuchtet, sind: - Was unterscheidet die Rolle des Chief People Officer vom klassischen CHRO – und warum sind alle Rollen im Unternehmen gleich wichtig? - Welche langfristigen Auswirkungen hat KI auf Rollen, Organisationsstrukturen und das Zusammenspiel von menschlicher und künstlicher Intelligenz? - Wie können Unternehmen Mitarbeitende für KI begeistern, sie befähigen und gleichzeitig ethische Fragen sowie „Human Touch“ im Blick behalten? Themen: - C-level - Unternehmenskultur - Künstliche Intelligenz -Transformation ----- Über Atreus – A Heidrick & Struggles Company Atreus garantiert die perfekte Interim-Ressource (m/w/d) für Missionen, die nur eine einzige Option erlauben: nachhaltigen Erfolg! Unser globales Netzwerk aus erfahrenen Managern auf Zeit zählt weltweit zu den besten. In engem Schulterschluss mit den Atreus Direktoren setzen unsere Interim Manager vor Ort Kräfte frei, die Ihr Unternehmen zukunftssicher auf das nächste Level katapultieren. ▶️ Besuchen Sie unsere Website: https://www.atreus.de/ ▶️ Interim Management: https://www.atreus.de/kompetenzen/service/interim-management/ ▶️ Für Interim Manager: https://www.atreus.de/interim-manager/ ▶️ LinkedIn-Profil von Dr. Rebecca Koch: https://www.linkedin.com/in/dr-rebecca-koch/ ▶️ Profil von Franz Kubbillum: https://www.atreus.de/team/franz-kubbillum/

Vereinbare jetzt dein kostenloses Erstgespräch: www.andreasbaulig.de/termin In dieser Episode von Die Coaching-Revolution spricht Andreas Baulig über einen Denkfehler, den viele Agenturen und Dienstleister machen: Warum große Deals auf dem Papier gut aussehen – dich in der Realität aber oft ausbremsen. Du erfährst, weshalb die wirklich profitablen Businesses ganz anders aufgebaut sind, welche Art von Kunden dir langfristig mehr Freiheit bringt und warum weniger „Prestige“, aber mehr System plötzlich für deutlich mehr Gewinn sorgen kann. Wenn du verstehen willst, wo dein Fokus wirklich liegen sollte, hör dir diese Folge an. Andreas Baulig & Markus Baulig zeigen dir, wie du dich als einer DER Nr.1 Experten in deiner Branche positionieren kannst und hohe Preise ab 2.000 Euro (und mehr) für deine Angebote & Dienstleistungen abrufen kannst. Als Coaches, Berater und Experten automatisiert Kunden im Internet gewinnen. Wie du Online Marketing nutzen kannst, um deine Produkte und Dienstleistungen erfolgreich zu verkaufen.

Ford Motor announced its Q1 financial results on Wednesday, and while the automaker experienced a 6% uptick in revenue to $43.3 billion, it also recorded a one-time swing from tariff refunds. Ford's Q1 results include a $1.3 billion one-time IEEPA tariff benefit for tariffs paid from March 2025 to February 2026.Still, challenges remain, like the fallout from the Novelis fire in September. Sherry House, Ford's chief financial officer, provided an update on efforts to get the key aluminum supplier back online.The massive fire at the Novelis plant in New York leveled the plant's hot mill last year, the facility's primary aluminum sheet production area. Ford stood to withstand significant losses, and the fire threatened F-150 production.House said Ford will incur $1.5 billion to $2 billion in costs to secure alternatively-sourced aluminum until the Novelis facility is operating at full throughput later this year.House said F-Series sales remain healthy as inventory recovers from the Novelis supply disruption—and the company will have a richer product mix as Novelis ramps production.Chief Operating Officer Kumar Galhotra said Ford still expects the Novelis hot mill to restart and begin to ramp in May. If the relaunch doesn't go according to plan, Ford has contingency plans in place, including additional aluminum supply to make sure production schedules aren't interrupted through the end of the year.Ford's global revenue grew by more than 6% despite a 4% decline in volume, which the automaker expected as it exited low-margin products like the Escape in North America and Focus in Europe.In the U.S., Ford had the highest Q1 revenue share in five years, driven by large utilities and trucks. House also said that Ford's balance sheet remains "strong," with some $22 billion in cash and $43 billion in liquidity.The company raised its full-year adjusted EBIT guidance to $8.5 billion to $10.5 billion, up from $8 billion to $10 billion. However, the guidance does not address the potential impact of sustained conflict in the Middle East or a significant downturn in the U.S. economy, which House said could materially affect industry demand.Ford also expects commodity headwinds of $2 billion, $1 billion higher than previous estimates, largely due to higher aluminum pricing driven by global supply constraints. That figure doesn't even include Novelis-related aluminum costs.Finally, the impact of ongoing tariffs at Ford remains unchanged, at about $1 billion and is now a part of the automaker's run-rate costs.#Ford, #manufacturing, #automotive, #earnings, #supplychain, #aluminum, #tariffs, #F150, #industrialnews, #businessnews, #OEM, #manufacturingindustry, #economy, #production, #logistics, #globalmanufacturing, #industrynews, #trucks, #marketnews, #operations

"Je ziet dat de cloud heel erg groeit", doceert Martine Hafkamp van Fintessa Vermogensbeheer. "Ze doen op dit moment alles goed en worden beloond voor hun investeringen. Hun AI-model Gemini is volgens veel experts beter dan ChatGPT." Die investeringen kunnen ze makkelijk betalen, gezien hun enorme cash flow. "Ik ben een soort Google perma-bull", vult Robbert Manders van het Antaurus Europe Fund aan. "Dit is het enige techbedrijf waar ik altijd positief over ben. De omzet steeg 20 procent jaar op jaar, de EBIT zelfs plus 30 procent." Robbert gebruikt nooit meer ChatGPT, maar vrijwel altijd Google's Gemini. Hij verwacht zelfs dat Google dit kan monopoliseren. Beleggers waren net zo enthousiast, de koers steeg op de cijfers zo'n 11 procent en het bedrijf is 4,7 biljoen dollar waard. Ondanks alle geopolitieke rumoer zijn beide experts redelijk positief over de stemming op de beurzen. Het merendeel van de bedrijven liet beter dan verwachte cijfers zien. April was een hele goede beursmaand, met name in de VS. Verder in de podcast aandacht voor de macro-economische en geopolitieke ontwikkelingen en de gevolgen daarvan op de markt. De cijfers van de grote techreuzen worden besproken en onder andere die van Spotify, Unilever en ING. We bespreken de luisteraarsvragen en de experts geven hun tips. Voor Martine is het deze keer een multinational op het gebied van energiedienstverlening, Robbert tipt een grote dataleverancier. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.

Lo scorso primo aprile Ansaldo Energia ha annunciato di aver chiuso l'esercizio 2025 con un miglioramento dei principali indicatori economico finanziari e con il ritorno all'utile dopo diversi anni (non si registrava dal 2021). L'anno si conclude con un risultato netto positivo di 20 milioni di euro. Gli ordini raggiungono 2,3 miliardi di euro, in aumento del 24% sull'anno precedente, mentre i ricavi si attestano a 1,2 miliardi, in aumento del 10%. L'Ebitda adjusted sale a 140 milioni e l'Ebit torna positivo a 31 milioni. I dati dell'esercizio 2025 riflettono la dinamica della domanda di soluzioni per la generazione elettrica e per i servizi di rete, in un anno caratterizzato dal forte ampliamento della pipeline commerciale e da una crescente presenza sui mercati internazionali. Le business unit New Units e Service hanno conseguito risultati superiori alle previsioni. Il Piano Industriale 2026-2030 conferma la traiettoria di sviluppo del Gruppo e, grazie a una forte domanda di energia da fonti programmabili, fra cui il gas naturale, prevede una crescita progressiva dei volumi e ricavi superiori a 2 miliardi nel 2030. La marginalità «è prevista in miglioramento, grazie al contributo delle nuove unità (turbine a gas, turbine a vapore, generatori e compensatori sincroni), all espansione del service, al rafforzamento del perimetro nucleare e alle prospettive di mercato degli elettrolizzatori (NDR Un elettrolizzatore è una macchina che usa energia elettrica per separare l acqua in idrogeno e ossigeno. In pratica: prende acqua + corrente elettrica e produce idrogeno, che può essere usato come combustibile o per accumulare energia), la cui industrializzazione è sostenuta dai finanziamenti Ipcei (fondi Ue per importanti progetti di comune interesse europeo). Nel 2025, ha aggiunto Fabbri, «Ansaldo Energia ha raggiunto il 13% di market share a livello globale, nel settore delle turbine a gas, con una leadership in Europa del 42%. Il piano industriale, peraltro, punta a un ulteriore crescita, intercettando nuovi mercati nel termico, ma anche nel nucleare e nell idrogeno».Il progetto per il prossimo quinquennio, ha concluso l ad di Ansaldo Energia, prevede «500 milioni d investimenti, nell arco del piano, con un rafforzamento della capacità produttiva e dello sviluppo tecnologico del prodotto su tutte le business unit. La forza lavoro, poi, si attesterà oltre i 4mila dipendenti, a livello di gruppo, tra Italia ed estero, entro il 2030, contro i 3.500 addetti di oggi, che sono già cresciuti perché erano 3.300 nel 2024». Interviene Fabrizio Fabbri, AD di Ansaldo Energia.Gimbe, rapporto spesa/Pil congelato fino al 2029 e buco di 30 mld per le prestazioniNel giorno delle audizioni alle commissioni Bilancio riunite di Camera e Senato a Montecitorio, per spiegare la stima preliminare del primo trimestre che arriverà giovedì, il primo a comparire è il presidente dell Istat Francesco Maria Chelli. E' poi il turno della Corte dei Conti che in audizione sottolinea come «seppure caratterizzato da rilevanti rischi al ribasso, le previsioni presentate nel Dfp, appaiono improntate a una ragionevole cautela». Sulle prospettive del rapporto debito/Pil, invece, «il quadro non sembrerebbe rassicurante» e sul fronte della spesa sanitaria dei comuni nel 2029, avvisa: "Potrebbe esserci, a politiche invariate, un calo per le amministrazioni locali in termini di investimenti che a fine periodo riporterebbe questo comparto a un livello di spesa inferiore a quello che avevano raggiunto nel 2024". Nelle preoccupazioni sulla sanità, e sul ruolo dei comuni, fa eco la fondazione Gimbe. La spesa sanitaria resterà ferma al 6,4% del Pil fino al 2029 e nel triennio 2027-2029, rispetto alle previsioni, mancheranno 30,6 miliardi necessari per garantire le prestazioni ai cittadini. È questo il dato centrale dell analisi della Fondazione sul Documento di finanza pubblica 2026, approvato il 22 aprile dal Consiglio dei ministri. Il quadro indica una distanza crescente tra il fabbisogno stimato e le risorse già programmate per il fondo sanitario nazionale. E in assenza di consistenti, ma poco realistici, investimenti a partire dalla prossima Legge di Bilancio - commenta Nino Cartabellotta, presidente della Fondazione Gimbe - questo squilibrio non potrà che scaricarsi sui bilanci delle Regioni, costrette ad aumentare la pressione fiscale o a tagliare i servizi. Ne parliamo con Nino Cartabellotta, Presidente della Fondazione GIMBE.

Der DAX tat sich am Mittwoch schwer und schloss 0,31 % tiefer bei 24.194,90 Punkten. Belastet haben der wieder auf 101 USD gestiegene Brent-Preis, die weiter blockierte Straße von Hormus und die Sorge, dass Europa unter hohen Energiekosten stärker leidet als die USA. Dazu kommt die halbierte Wachstumsprognose der Bundesregierung. Auch das Verbrauchervertrauen im Euroraum fiel im April deutlich auf minus 20,6 Punkte. An der Wall Street stützten dagegen starke Zahlen die Stimmung. Bei den Firmen meldet Rheinmetall einen Milliardenauftrag für Kamikaze-Drohnen. TUI kappt den Ausblick und erwartet nur noch ein bereinigtes EBIT von 1,1 bis 1,4 Mrd. €. Telekom prüft laut Bloomberg eine Holding-Lösung mit T-Mobile US. ASM International überrascht mit starken Zahlen, Siemens Energy profitiert von GE Vernova, Boeing verringert den Verlust deutlich. Zum Schluss ein Satz von Benjamin Franklin: "Eine Investition in Wissen zahlt die besten Zinsen."

Trubbel i Turkiet och eufori bland dimmers i Norden. Ja, idag blir det två bolag vars Q1 sett lite olika ut: Betsson (00:30:02) och Plejd (00:56:49). ————————Vi har en ny sponsor: Montrose – årets bank 2025. En modern sparplattform med allt vi gillar: månadssparande i fonder, automatiska courtageklasser, brett utbud och kickback på fondavgifter. Dessutom AI-stöd, fördjupad bolagsanalys och uppdaterade grafer i appen.Med koden GÖTTJÖT får du Premium i 3 månader, inklusive tillgång till Fiscal AI.

Czym różni się perspektywa osoby wchodzącej na rynek od spojrzenia członka zarządu GPW? Jak nowe przepisy unijne wpłyną na skład rad nadzorczych polskich spółek? W najnowszym odcinku podcastu Procent Składany rozmawiam z Dominiką Niewiadomską-Siniecką, członkinią zarządu Giełdy Papierów Wartościowych w Warszawie, odpowiedzialną za obszar operacyjny i regulacyjny. W rozmowie poruszamy temat dyrektywy Women on Boards, przygotowań polskich emitentów do jej wdrożenia i zmian, które przyniesie w kulturze ładu korporacyjnego.

What does it look like to build a manufacturing company where the primary purpose is to create joy through kindness?  In this episode of Machine Shop Mastery, Jean Pitzo of Ace Metal Crafts shares how that philosophy shaped her leadership approach and helped grow the company into a thriving, multi-division manufacturing organization. Her story challenges the traditional notion that success in manufacturing is driven solely by machines, margins, and throughput. Jean explains how her passion for developing people became the foundation of the company's culture. From emotional intelligence training and leadership book clubs to trust-based leadership and intentional coaching, Ace Metal Crafts invested heavily in helping employees grow as individuals. The result is a workplace where people collaborate, stay long-term, and take ownership of the business's success. The conversation also explores the financial realities behind this approach. Jean openly discusses years of reinvestment, lean cycles, and the decision to prioritize long-term stability over short-term profit. By sharing financials with employees and teaching them how the business actually makes money, she built transparency and accountability across the entire organization. Jean also shares practical insights into leadership development, recruiting, acquisitions, and scaling a manufacturing company without sacrificing culture. Her perspective offers a powerful reminder that sustainable growth comes from building leaders, trusting people, and creating an environment where employees genuinely want to win. You will want to hear this episode if you are interested in... (0:00) Learn more about Jean Pitzo and Ace Metal Crafts  (7:16) Head to the DN Solutions Manufacturing Without Limits Event (8:14) Ace Metal Craft's growth trajectory over the years (10:06) Lean transformation and partnership with Toyota Production System (11:43) Building a trust-based culture through leadership investment (13:43) Book clubs and emotional intelligence training for employees (18:45) The motivation behind building a trust-based culture (21:35) Are you a good leader? How to build self-awareness (28:37) Get a free report of opportunities in your industry from FacturMFG.com/chips (29:42) Open-book management and teaching financial transparency (32:10) Measuring profitability using EBIT instead of gross margin (34:16) Developing leaders to support growth and acquisitions (34:55) Recruiting strategies and internal workforce development (38:27) "Make the bus safe" leadership philosophy (40:55) Why do we love SMW Autoblok? Their world-class workholding (42:08) Growth challenges including space, talent, and scaling (47:46) Relationship-driven sales and multi-level customer engagement (50:31) Final advice: invest in people and develop leaders Resources & People Mentioned Head to the DN Solutions Manufacturing Without Limits Event Get a free report of opportunities in your industry from FacturMFG.com/chips Why do we love SMW Autoblok? Their world-class workholding Are PE Firms Ruining Machine Shops? Connect with Jean Pitzo Ace Metal Crafts Jean.Pitzo@AceMetal.com Connect With Machine Shop Mastery The website LinkedIn YouTube Instagram Subscribe to Machine Shop Mastery on Apple, Spotify

From High Revenue to High Profit: The Missing Piece in Your Business with Chris Hallberg, EOS   Find Rocky Lalvani @ www.ProfitComesFirst.com  or email him at rocky@profitcomesfirst.com  Make more, work less video: https://youtu.be/    Hire a Green Beret: Why Veterans Transform Your Business    In this episode, Rocky Lalvani sits down with Chris Hallberg, ranked #9 on Inc. Magazine's Top 50 Leadership & Management Experts, to discuss why hiring the right people and implementing disciplined systems are the real keys to building a profitable business. Chris shares insights from his military background, his veteran-powered recruiting company Business Sergeant, and his work implementing the Entrepreneurial Operating System (EOS) with hundreds of companies. Learn why Green Berets might be your secret weapon, how to stop bleeding money through bad hiring decisions, and why your profit problem might not be a revenue problem at all.    Learning Insights  The true cost of bad hiring: A single bad hire in a $100,000 role costs approximately $500,000 when accounting for turnover and lost productivity. A-players cost only 1.2X to 1.6X more but deliver 2 to 10 times the value.  Veterans are exceptionally rare and valuable: Only half of 1% of the US population has special operations training. They don't cost more to hire than regular candidates but deliver exponentially more value through proven leadership under pressure.  High revenue does not equal high profit: The biggest pattern Chris sees is companies saying yes to every opportunity. Without a strong number two person (COO/integrator) to say no and protect margins, you get high sales but low profit.  Your yes person needs a no person: Visionary CEOs naturally seek opportunities. They need a strong integrator to say no and protect profit margins. Without this balance, money disappears and profit suffers.  Accountability is natural with the right people: When you hire aligned, quality people who share your values, accountability happens without friction. If you can't hold someone accountable, you have the wrong person in that seat.  Use math, not gut feeling, to make decisions: Create a go/no-go matrix based on realistic data. Input assumptions about revenue, time, and resources. Let the numbers tell you yes or no instead of relying on passion or intuition.  Discipline beats opportunity every single time: The road to business failure is paved with companies that couldn't decide what to say no to. Clear, disciplined decisions about strategy and fit matter more than saying yes to everything.    The Big Takeaway  The difference between businesses that struggle and businesses that thrive isn't complicated. It's not about working harder, better marketing, or a superior product. It's about two things: the right people in the right seats, and the discipline to say no to opportunities that don't fit your strategy and profit model. Most visionary founders and CEOs are wired to say yes. They're opportunity seekers. That's their strength. But without a strong integrator, COO, or number two person who protects profit margins by saying no, companies end up with high revenue and low profit. They're exhausted, understaffed, and serving too many customers at too thin a margin. Additionally, most business owners are flying blind when it comes to hiring and decision making. They rely on gut feeling instead of math. Veterans, particularly those from special operations backgrounds, bring a rare combination of perseverance, problem solving, accountability, and calm under pressure that most candidates can't match. They've been selected and tested in environments where failure isn't an option. They understand what real adversity looks like, which makes business challenges feel manageable by comparison. The math is simple: invest more upfront in the right person, hold them accountable, create systems for evaluation and improvement, and say no to opportunities that don't fit. Do this, and your business transforms.    Conclusion  Building a profitable, scalable business requires more than good ideas and hard work. It requires the right people in the right seats, clear systems for making decisions, and the discipline to say no. Chris Hallberg's work with hundreds of leadership teams and his experience as a veteran demonstrate that these principles work regardless of industry or company size. Whether you hire a Green Beret through Business Sergeant or simply apply the framework Chris and Rocky outlined, the message is the same: your people and your discipline are what create profit. Everything else is a distraction.    About Chris Hallberg  Chris Hallberg—known as the "Business Sergeant"—is a top-ranked leadership expert, military veteran, and serial entrepreneur who transforms good companies into great ones, fast. Ranked #9 on Inc. Magazine's Top 50 Leadership & Management Experts—ahead of Simon Sinek—Chris blends battlefield-tested leadership with the Entrepreneurial Operating System (EOS) to deliver proven results.  He scaled and sold a startup during the Great Recession at an 8× multiple, built royalty-generating sales systems, and became Colorado's first EOS Implementer, guiding 100+ teams to achieve 90%+ employee engagement rates and 100+ Best Places to Work awards. Today, he co-builds a $5M AI-driven EOS platform while coaching billion-dollar contractors, national chains, and franchises with a remarkable 85% success rate.  With his no-nonsense, high-energy style, Chris simplifies strategy, strengthens culture, and shows leaders how to drive 30%+ EBIT on predictable systems—making him a powerhouse guest for any podcast.    Links  Website: https://goexpand.com/   LinkedIn: https://www.linkedin.com/in/chris-hallberg-01516315/  Facebook: https://www.facebook.com/people/GoExpand/61577326657347/#  Instagram: https://www.instagram.com/goexpandplatform?igsh=MXV5N2I1Mml0MXF4aw%3D%3D  YouTube: https://www.youtube.com/@GoExpand    Profit Blueprint Calculator I Profit Comes First https://lp.profitcomesfirst.com/profitblueprintcalc-page    Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman  Sign up to be notified when the next cohort of the Profit First Experience Course is available!  Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page   Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/  My podcast about living a richer more meaningful life: http://richersoul.com/  Music provided by Junan from Junan Podcast  Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. 

In this episode, we sit down with Alexander Selegenev, Executive Director of TMT Investments, the AIM-listed venture capital firm focused on high-growth technology companies across AI, software, and fintech.Alexander opens with an introduction to TMT's business and investment philosophy, then walks us through the firm's strategy and thesis in detail.We explore how TMT balances genuine excitement about artificial intelligence with the valuation discipline required to generate returns for shareholders.We dig into the numbers, asking why deployed capital fell sharply in 2025 compared to the prior year, and what that tells us about how the team is reading the current opportunity set. Alexander then takes us through the portfolio's core holdings, including the standout story of Scale AI, which delivered a 138% uplift in just eight months following Meta's investment, and what originally attracted TMT to the business.We also look at Bolt, now EBIT positive and active in more than 800 cities globally, and discuss how close the ride-hailing giant might be to an IPO or significant exit event. On the other side of the ledger, Alexander addresses the write-downs seen over the past year and the factors behind them.Alexander provides insight into their thinking around balancing special dividends with share buybacks and what success looks like for TMT Investments. Hosted on Acast. See acast.com/privacy for more information.

"Abbiamo deciso di rafforzare la nostra solidissima cooperazione, anche lavorando su nuovi fronti come ocean gas e off shore e questo consentirà d rafforzare il flusso di gas". Lo ha detto la presidente del Consiglio Giorgia Meloni nelle dichiarazioni congiunte con il presidente algerino Abdelmadjid Tebboune. "In questi anni insieme al presidente Tebboune - ha sottolineato Meloni - noi abbiamo lavorato per rendere la nostra amicizia ancora più forte. Penso di poter dire oggi che il rapporto tra le nostre nazioni non è mai stato così solido e così proficuo. Sono convinta che la cooperazione tra l'Italia e l'Algeria possa rappresentare sempre di più un modello da seguire". Quella ad Algeri è la seconda della presidente del Consiglio Giorgia Meloni dopo quella del 22 e 23 gennaio 2023. Nel corso del bilaterale, oltre che del flusso di gas, Meloni e il presidente Tebboune si sono confrontati sui principali dossier internazionali, a partire dalla crisi in Iran e Libano e dalla situazione a Gaza, ma anche sui rapporti con la Libia, nazione con cui l'Algeria condivide quasi 1000 chilometri di confine. Ci colleghiamo con Vincenzo Miglietta, Radiocor da Algeri.Confindustria: nel 2026 Pil al ribasso (+0,5%) se il conflitto termina oraCon le previsioni di primavera, il Centro studi di Confindustria rivede al ribasso la crescita 2026 per l'impatto del conflitto in Iran. Tre gli scenari: con guerra fino a fine anno il Pil andrebbe in recessione (-0,7%), con conflitto fino a giugno resterebbe fermo (0%), mentre con uno stop entro marzo si fermerebbe a +0,5%, sotto il +0,7% stimato in autunno. Il conflitto spingerebbe fortemente i prezzi energetici: +12% nello scenario breve, +60% in quello intermedio, fino a +133% nel peggiore, con effetti diretti sull'inflazione fino a +13 punti e ulteriori rincari nei mesi successivi per l'effetto a catena sui prezzi. Per le imprese manifatturiere i costi energetici aumenterebbero di 7 miliardi l'anno nello scenario intermedio e fino a 21 miliardi in quello peggiore. Confindustria sollecita misure urgenti a livello italiano ed europeo per sostenere economia, imprese e famiglie. Facciamo il punto con Alessandro Fontana, direttore del Centro studi di Confindustria.Ita Airways archivia il 2025 con il primo risultato netto positivo dalla nascitaIta Airways chiude il 2025 con il primo utile netto dalla nascita, pari a 209 milioni di euro, in miglioramento di 436 milioni rispetto al 2024. Per il secondo anno consecutivo registra un Ebit positivo (25 milioni), mentre i ricavi restano stabili a 3,2 miliardi, sostenuti dal traffico passeggeri in lieve crescita. Migliorano anche Ebitda (404 milioni) e cassa (639 milioni). La flotta sale a 106 aerei, di cui il 70% di nuova generazione. Nonostante il calo di voli e passeggeri, cresce il load factor all'83,4%. Pesano però il contesto geopolitico, i vincoli Ue sull'ingresso di Lufthansa, i problemi ai motori Pratt & Whitney e l'assenza di un partner sulle rotte con gli Stati Uniti. La compagnia punta ora a consolidare la redditività riducendo i costi di leasing e rafforzando le sinergie con Lufthansa. Il commento è di Ugo Arrigo, professore associato presso l'Università Bicocca di Milano.

Maruan Faraj hat mit Finally Freelancing die größte Beratung für Designer, Developer & Marketer in Deutschland aufgebaut. Nach dem er in 2022 knapp 1 Million EBIT gemacht hat, waren 2023 und 2024 schwierige Jahre für ihn. In 2025 hat er dann sogar über 1 Million Euro EBIT gemacht. Ich spreche mit ihm über unternehmerische Herausforderungen, über Führung, Persönlichkeitsentwicklung, Geld und ERFOLG. ✘ Mein neues Buch "Erfolg ist kein Zufall" ist ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HIER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ bestellbar.✘ Bewirb dich für Deutschlands stärkstes Wachstumsnetzwerk ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.die-wichtigste-Stunde.de⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ #nobrainer✘ Bestelle dir jetzt mein weiteres SPIEGEL-Bestseller-Buch "Du kannst nicht nicht verkaufen: Beruflicher und privater Erfolg dank der 22 Gesetze eines Topverkäufers" ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠KLICKEHIER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✘ Du möchtest endlich ein Immobilien-Portfolio aufbauen? Dann frage unbedingt bei meinem Unternehmen "Erfolg mit Immobilien" an und vereinbare ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HIER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ein Kennenlern-Termin.-> Infos zur Abenteuer-Mastermind findest du ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HIER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -> Infos zur Beach-Mastermind findest du ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HIER⁠

What separates the salmon farms that thrived in Q4 from the ones still bleeding money and does it all come down to where they're located? This week, we break down the Q4 financial results from the publicly traded salmon companies, walking through EBIT per kilogram figures across the industry and unpacking why companies like Grieg and SalMar cleared 20 NOK/kg while others in Iceland and Scotland finished deep in the red. We also get into why Mowi's Norway division outperformed nearly everyone, yet the company still ranked third overall, a reminder that geography can make or break a balance sheet. Then, we sit down with Kaspar Coates and Nikolai Jensen, two Norwegian School of Economics graduates whose master's thesis is turning heads industry-wide, exploring how site-level factors like seawater temperature, sea lice pressure, and disease exposure directly tie to financial performance on the farm. For more aquaculture insights head to our Fish n' Bits blog.You can also check out Kasper and Nikolai's master thesis Investigating the relationship between site-specific biological characteristics and financial performance, in conventional open-net salmonid farming in Norway here.

Der DAX verliert -1,6 % auf 23.818 Punkte. Der Iran-Krieg drückt auf die Stimmung: Wichtige Flugräume und Schiffsrouten sind gesperrt, Öl bleibt fest, das Inflationsrisiko steigt. Auch die Wall Street startet schwächer. Der Dow liegt zum Auftakt bei 48.356 Punkten und verliert -0,8 %, der S&P 500 steht bei -0,4 %. DHL meldet für 2025 82,9 Mrd. Euro Umsatz, 6,1 Mrd. Euro EBIT und 3,5 Mrd. Euro Gewinn. Wegen der geopolitischen Lage stellt der Konzern ein vorsichtiges Jahr in Aussicht. Die Aktie fällt -4,5 %. Puma springt auf 23,35 Euro und gewinnt +7,9%, nachdem die Frasers Group eine Beteiligung von 5,77 % gemeldet hat. Nexi rutscht auf 2,64 Euro ab, das sind -21,9 %. Die Bundesbank schließt 2025 mit -8,6 Mrd. Euro. Renk erwartet mehr als 1,5 Mrd. Euro Umsatz sowie 255 bis 285 Mio. Euro bereinigtes EBIT. Börsenweisheit des Tages: "Der große Geldgewinn liegt im Warten." - Jesse Livermore.

La hipótesis de referencia del BCE es que la guerra de Irán será breve, pero estará atento a cualquier indicio que pueda impulsar las expectativas de inflación, según el vicepresidente Luis de Guindos. Cuanto más se prolongue el conflicto, mayor será el riesgo de que las expectativas de inflación de la zona euro se vean afectadas. La actual guerra en Oriente Medio “ha aumentado el nivel de incertidumbre” para la economía europea y hay un riesgo evidente de que cambien las expectativas de inflación. Adelantar el lanzamiento del euro digital a 2028, tal y como ha planteado España, “sería muy ambicioso”, según fuentes del BCE y del Banco de España, que recuerdan que la expectativa está fijada para 2029 siempre que la legislación se apruebe este año. Con el fin de intentar que todas las preparaciones, especialmente de bancos y comercios, se puedan realizar y encajar en ese periodo a partir de que la legislación se adopte. En clave empresarial, DHL Group cerró 2025 con un beneficio neto de 3.501 millones de euros, un 5,1% más que el año anterior, mientras que su beneficio operativo (EBIT) aumentó un 3,7%, hasta los 6.103 millones. Entrevistaremos a Joaquín García, experto hipotecario en Wypo, para ver cómo la estabilidad y el salario mandan a la hora de conceder una hipoteca. Los temas de la actualidad, a debate en la Tertulia con Javier Domínguez, de aurigabonos.es, e Isabel Giménez, directora de la Fundación de Estudios Bursátiles y Financieros.

Der DAX erholt sich nach zwei schwachen Tagen deutlich und schließt mit +1,8 % bei 24.205 Punkten. Auch der TecDAX springt mit +2,9 % an. Entspannung bringt die Energieseite: Öl beruhigt sich, der Gaspreis fällt sogar um 12 %. Das lindert Inflationssorgen und die Angst vor neuen Lieferkettenproblemen rund um die Straße von Hormus. Brenntag wird DAX-Schlusslicht mit -4,3 % nach Dividendenkürzung auf 1,90 Euro je Aktie, nach 2,10 Euro. Adidas verliert -4 % trotz Rekordumsatz 2025 von 24,8 Mrd. € und Ausblick auf mehr Umsatz und EBIT 2026 von rund 2,3 Mrd. €. Continental erwartet 2026 Umsatz 17,3 bis 18,9 Mrd. € und hebt die Dividende auf 2,70 Euro. Bayer meldet 2025 einen Verlust von 3,62 Mrd. € bei Sonderaufwendungen von gut 6 Mrd. € und steht mit -6 % unter Druck. In den USA sorgt Moderna mit einem Vergleich über bis zu 2,25 Mrd. USD für Kursfantasie, Intel baut den Verwaltungsrat um. Gold steht um 17:30 Uhr bei 5.142,92 USD, Brent bei 81,22 USD und WTI bei 73,94 USD. Zum Schluss eine Börsenweisheit von John Maynard Keynes: "Der Markt kann länger irrational bleiben, als Sie liquide bleiben."

The recruitment market is recovering.But only the most disciplined agencies will benefit.This full live Recruiter Startup Podcast event from Sydney brings together recruitment founders, M&A advisors, and tech leaders to discuss where the recruitment industry is heading next.Across both panels, the discussion covers:* Recruitment market recovery trends* AI in recruitment and modern ATS systems* Recruitment agency profitability and EBIT benchmarks* What drives recruitment business valuation and exit multiples* Leadership depth and second-tier management* Revenue productivity vs headcount growth* Why niche recruitment agencies are more valuableIf you are scaling a recruitment business, preparing for acquisition, or trying to increase profitability per consultant, this episode provides practical insights from experienced operators and advisors.This is recruitment growth strategy grounded in financial reality.Subscribe for more recruitment founder conversations from around the world.Featuring:Paul Masters Darragh EverardManu VanderveerenJohn BourkeVictoria KirwinHosted by Dualta Doherty

Vi närmar oss slutet på rapportperioden, vilket känns förbannat skönt faktiskt. Något som är bra att ha i rapportperioder och egentligen alltid är Quanor. Quanor är med som huvudsponsor som vanligt. Kika in https://www.quanor.com/sv idag!Det är krig igen och oroligheterna på topp med Iran och allt möjligt. Folk spekulerar i att Jim Carrey blivit utbytt mot en double av Illuminati. 2020-talet fortsätter med andra ord och snart saknas bara en Alien-invasion. Löst snack om allt möjligt men sen är det dags för det som vi ska prata om. Snart dags för Börspadel 27/3 på Lerums Padelcenter, vilket vi kör ihop med Montrose. Trevligt värre! https://share.matchi.com/occasions/2071462Sen kör vi lite iGaming-nyheter (00:18:57). Det blir lite mer svep om det senaste som hänt. Gedda tjötar sedan Freetrailer (00:40:47). Danskarna föll kraftigt i samband med rapport och fina Nikolaj slutar som VD. EBITDA upp rejält yoy, men EBIT ner rejält. Ja, vad händer?Sedan blir det Angler Gaming (01:10:58). Mycket pekar fasen åt rätt håll. Vinsten i Q4 är högre än på många år. 2026 är fasen intressant och kan bolaget återfå förtroende? Värdering är…. Minst sagt låg. Vi kör också lite Opter (01:32:53). Informationen är som vanligt sparsmakad i rapporten. Värderingen kommit ner. Tillväxten likaså. AI-oro i allmänhet. Det blir sedan Veckans volley (01:49:58) i sedvanligt manér. Vi tipsar igen om Quanor. En mycket spännande tjänst för börsnördar, som vi hoppas kommer att utvecklas till ett fantastiskt verktyg. Kika in https://www.quanor.com/sv idag!Kolla in vår portfölj på Twitter/X och Bluesky: @GottTjotAktierMaila in till: gotttjotomaktier@gmail.comFölj oss på Twitter/X och Bluesky: @GottTjotAktier, @MarkusGedda & @aktiehesten-(00:09:14) - Nyheter(00:18:57) - iGaming-nyheter(00:40:47) - Freetrailer(01:10:58) - Angler Gaming(01:32:53) - Opter(01:49:58) - Veckans volleySupport this show http://supporter.acast.com/nantingomaktier. Hosted on Acast. See acast.com/privacy for more information.

Peplexity Computer roastaa Inderesin | Sami Miettinen | Neuvottelija 373. Perplexity Computer on massimuijan valinta - yli €200/kk oma tekoälytyöntekijä. Sami pyytää sitä roastaamaan Inderesin mallisalkun surkean kehityksen vuonna 2025 ja ajamaan Inderesin 6kk analyysiraporttien keskeiset kertoimet ja EBIT% napakkaan esitysmuotoon.00:00 Sami Miettinen esittelee Perplexity Computerin00:30 Tausta: Inderes-foorumin keskustelu Verneri Pulkkisen AI‑skeptisyydestä01:00 Tekoälyn käyttö Excel PowerPoint ja muissa toimistotöissä on laajaa01:30 Perplexity Computer agenttiorkestrointu virtuaalinen AI-työntekijä02:00 Hinta yli 200 euroa kuussa ja kustannusvertailu Claude Code Maxiin03:00 Inderesin mallisalkun musta vuosi 2025 alisuoriutuminen04:00 Salkusta puuttuivat defensiiviset pankki tele energia raaka aineet05:00 Ohjelmistotekki ja kasvuyhtiöiden romahdus jatkuu ja AI tehostaa älytyötä06:30 Inderesin raporttien ja datan automaattinen haku dashboard EV EBITDA ja heat map08:30 Johtopäätös AI työkalusta kelpo analyytikon työpari ja loppukehotus käyttöönKatso Sisäpirijaksot ja tue Samiahttps://www.youtube.com/channel/UCRI34L9OtDJuZpaWicbNXzg/join#neuvottelija Sami Miettinen

How do you scale AI in a regulated enterprise without risking trust, compliance, or credibility? In this episode of Technovation, Nick Colisto, CIO of Avery Dennison, and Sathish Muthukrishnan, Chief Information, Data & Digital Officer at Ally Financial, share how they are moving from AI pilots to measurable enterprise impact. From governance-first implementation inside a federally regulated bank to CFO-grade ROI tracking across a global manufacturing enterprise, this conversation focuses on the discipline required to operationalize AI at scale. Key highlights include: Why one AI misstep can set a regulated enterprise back years How to win over risk, audit, and compliance before scaling Embedding “human-in-the-loop” safeguards from day one Measuring AI-enabled initiatives using EBIT and IRR Taking credit for AI embedded in SaaS platforms If you’re leading AI in a regulated or board-visible environment, this episode offers a pragmatic blueprint for scaling responsibly. 🎧 Listen to learn how CIOs are turning AI experimentation into enterprise value.

En los micrófonos de Capital Intereconomía Ezequiel Nieto Baquera, Director de Relaciones con Inversores de Indra, ha analizado los resultados de la compañía, que ha superado ampliamente los objetivos marcados El crecimiento ha sido notable, aumentando el 13% en ingresos y 57% en beneficio neto. Según explica Ezequiel Nieto, “la clave ha sido la fortaleza industrial que está construyendo”, un aspecto que se puede ver claramente en los resultados del ejercicio también en los objetivos comunicados para 2026. Estas cifras record significan mucho para la compañía ya que, tal y como cuenta el invitado, “ofrecen una visibilidad muy grande de cara a los ingresos de los próximos años”. Desde una perspectiva más estratégica, Ezequiel Nieto subraya que el crecimiento no solo se refleja en ingresos y beneficios, sino también en la cartera y en la contratación, que representan los ingresos del futuro. “Demuestra dos cosas: la capacidad de anticipación de Indra Group y también la capacidad de ejecución”, explica. La contratación del cuarto trimestre superó los 8.300 millones de euros, elevando la cartera anual por encima de los 16.000 millones, con una división de Defensa que ya supera los objetivos previstos para 2026. Precisamente, Defensa ha sido el gran motor del ejercicio, con un crecimiento del 36% en ingresos, mientras que ATM y Movilidad registran avances de doble dígito. Minsait, en un entorno altamente competitivo, logra crecer un 5%, consolidando así un crecimiento diversificado y sostenible. En términos de rentabilidad y fortaleza financiera, la compañía ha mejorado su margen EBIT hasta el 9,5% y ha incrementado el flujo de caja libre un 11%, reforzando su posición pese al aumento de deuda neta derivado principalmente de las adquisiciones de Hispasat e Hisdesat. Además, el dividendo de 0,30 euros por acción supone una subida superior al 20%, y la inclusión por primera vez en el índice MSCI refuerza su atractivo ante los inversores internacionales. Con unas guías para 2026 un 17% superiores a las contempladas en el plan estratégico, Nieto hace un balance global y asegura que “estamos en un momento histórico y de transformación y es la base para un futuro muy prometedor”.

En Cierre de Mercados analizamos con Angel Pérez Llamazares, de Renta 4 Banco, el sentimiento de un mercado rodeado de incertidumbres latentes como la IA, los aranceles o el tema geopolítico. En su opinión, no es un mercado en pánico sino que lo que está sucediendo es que se está redistribuyendo el capital. “No es miedo, es una rotación”, dice el analista de Renta 4 Banco. Lo que está ocurriendo con la IA, continúa Angel Pérez Llamazares, es que ha concentrado mucho flujo inversor en los últimos dos años y muchas tecnológicas habían acumulado valoraciones muy exigentes. En este punto, cuando las expectativas son tan altas, cualquier duda provoca correcciones. Si esto fuera más grave, veríamos caídas sincronizadas en los principales índices mundial y huida masiva a activos refugio y, sin embargo, lo que estamos viendo es una rotación hacia Europa, Japón, small caps y dentro de la tecnología, también se está produciendo un relevo interno. “Suele ser una dinámica de limpieza del mercado y no el preludio de una crisis estructural”. También le preguntamos por los resultados de Endesa que ha publicado este martes, tras la presentación ayer lunes del plan estratégico de la italiana Enel, y los de Telefónica. Mañana es el turno de los números de Indra, donde esperan que la elevada rentabilidad de la cartera de pedidos que está en máximos históricos lleve a los ingresos a crecer por encima del 20% y que el EBIT también crezca por encima del doble dígito. Es previsible que la generación de caja también sea elevada y que la guía 2026 sea igualmente positiva. Por último, respecto a la cartera de 5 grandes no ha habido cambios.

Comvita's half-year result shows the company is seeing a noticeable financial turnaround. Its result for the six months ended December 31 had revenue up 18.3 percent to $118 million, EBIT up 10.7m to $10m, and debt reduced by $32.9m to $48.7m. Comvita CEO Karl Gradon says he's proud to see the company return to profitability and he's confident the company's been through the worst of it. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Comvita's half-year result shows the company is seeing a noticeable financial turnaround. Its result for the six months ended December 31 had revenue up 18.3 percent to $118 million, EBIT up 10.7m to $10m, and debt reduced by $32.9m to $48.7m. Comvita CEO Karl Gradon says he's proud to see the company return to profitability and he's confident the company's been through the worst of it. LISTEN ABOVESee omnystudio.com/listener for privacy information.

In this episode of Eye on AI, Craig Smith speaks with Amanda Luther, Senior Partner at Boston Consulting Group and global lead of BCG's AI Transformation practice, about what their latest 1,500-company AI study reveals about the widening gap between AI leaders and laggards. Only 5% of companies are truly "future-built" with AI embedded across their core business functions. These firms are seeing measurable gains in revenue growth, EBIT margins, and shareholder returns. Meanwhile, 60% of organizations are either experimenting or struggling to extract real value. Amanda breaks down how BCG measures AI maturity across 41 capabilities, how AI impact flows through the P&L, and why leading companies invest twice as much in AI as their competitors. She explains where AI is actually creating value today, from sales and marketing to procurement and retail operations, and why most of that value comes from core business functions, not back-office automation. The conversation also explores the rise of agentic systems, why many early agent deployments fail, and what it really takes to redesign workflows around AI. Amanda shares practical advice for companies stuck in experimentation mode, how to prioritize the right use cases, and why training and change management matter more than chasing the perfect vendor. If you want to understand how AI is reshaping competitive advantage in enterprise organizations, this episode provides a data-backed look at what separates the leaders from everyone else.   Stay Updated: Craig Smith on X: https://x.com/craigssEye on A.I. on X: https://x.com/EyeOn_AI   (00:00) The AI Value Gap (01:17) Inside BCG's 1,500-Company AI Study (04:14) What "Future-Built" Companies Do Differently (09:30) How AI Impact Is Measured on the P&L (12:57) Why AI Leaders Invest 2X More (14:16) Where AI Is Driving Real Cost Reduction (16:20) Agentic AI: Hype vs Reality (20:13) Where Agents Actually Create Value (24:22) Tech vs Talent: Where the Money Goes (26:58) Will AI Laggards Slowly Disappear? (31:58) Why Adoption Is Accelerating Now (40:07) How to Start: Amanda's Advice to AI Laggards  

Rætt er við Boga Nils Bogason forstjóra Icelandair í tilefni af uppgjöri félagisns fyrir árið 2025 sem nú er búið að birta. Þrátt fyrir sterkan fjórða ársfjórðung, góða stundvísi og góða sætanýtingu hjá félaginu þá er niðurstaðan sú að EBIT tapið nam 2,2 milljörðum króna og tap eftir skatta um 1,2 milljörðum. Rætt er um stöðu félagsins og horfurnar framundan, umhverfisskatta, kjarasamninga, flotamálin, hluthafana, innanlandsflugið og margt fleira.

Craig Fuller is the founder and CEO of FreightWaves, a freight media company, and SONAR, a supply chain data platform. He's also the founder of Firecrown, which owns more than 50 publications across aviation, marine, and supply chain sectors, and he recently released his first book, Moving the World: How the Supply Chain's Evolution Affects Us All. In this episode of World of DaaS, Craig and Auren discuss:How FreightWaves predicted the 2022 freight recessionWhy pricing data businesses trade at 30x EBITBuilding negative CAC through media acquisitionsThe four-year industry experience rule for freight startupsLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.You can find Auren Hoffman on X at @auren and Craig Fuller on X at @FreightAlley.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

The Death of "Vibe Revenue": Agentic P&L, The 2026 Audit & New AI Metrics (CPSO vs. RPA).The era of "Vibe Revenue"—valuations built on flashy demos and FOMO—is officially over. In this special strategic briefing, we unpack "The Great Sobering" of 2026. As CFOs stop funding open-ended experiments, we introduce the rigorous financial framework that will define the next year: Agentic P&L.We break down the "Great Chasm" between technical capability and actual EBIT, and we teach you the three defensive metrics you need to survive the coming audit: Cost Per Successful Outcome (CPSO), Revenue Per Agent (RPA), and the Agentic Workflow Displacement Rate (AWDR). It's time to stop paying for output tokens and start paying for business outcomes.Key Topics & Timestamps:The Executive Summary: Why 2025 was the party and 2026 is the audit.The Concept: Defining "Agentic P&L"—treating AI not as software, but as labor with a quota.Metric 1: CPSO: Why "time saved" is a vanity metric and how to calculate Cost Per Successful Outcome.Metric 2: RPA: Revenue Per Agent—measuring the top-line contribution of your digital employees.Metric 3: AWDR: The Agentic Workflow Displacement Rate and the "Great Chasm" of adoption.The Strategy: Moving from token-based pricing to outcome-based contracts.Keywords: Agentic P&L, Vibe Revenue, Cost Per Successful Outcome, CPSO, Revenue Per Agent, RPA, AI ROI, AI Audit 2026, AI Unit Economics, Agentic Workflow Displacement Rate, AWDR, Etienne Noumen, AI UnraveledSource: https://djamgatech.com/wp-content/uploads/2025/12/AIs-Shift_-From-Vibe-to-PL.pdfCredits: This podcast is created and produced by Etienne Noumen, Senior Software Engineer and passionate Soccer dad from Canada.Host Connection & Engagement:Connect with Etienne: https://www.linkedin.com/in/enoumen/Advertise on AI Unraveled and reach C-Suite Executives directly: Secure Your Mid-Roll Spot here: https://forms.gle/Yqk7nBtAQYKtryvM6

What happens when low salmon prices stop being a short-term problem and start reshaping how the entire industry thinks about risk? In this episode, we dig into Q3 financial results from the publicly traded salmon companies, not just to recap the numbers, but to unpack what they're really signaling beneath the surface. We explore widening gaps in EBIT per kilo across regions, why Chile stands out while Norway, Scotland, Canada, and Iceland struggle in very different ways, and how persistent price pressure is forcing companies to prioritize cost control over growth. The conversation goes deeper into the tradeoffs this creates: where cost-cutting shows up quickly through sea lice decisions, where it hides longer-term risk through disease and biology, and why the push toward “control” via land-based and semi-closed systems hasn't yet translated into stronger economics. The result is a clear-eyed look at whether the industry is truly buying predictability or simply shifting where risk shows up. Download the full Q3 2025 report here.For more aquaculture insights head to our Fish n' Bits blog.

A Volkswagen, a BMW és a Mercedes-Benz értékesítése és árbevétele összességében nagyrészt stabil maradt, ugyanakkor az üzemi eredményük (EBIT) közel 76 százalékkal zuhant. 2009 óta nem termelt ilyen kevés pénzt ez a három autógyár, ami számos kérdést vet fel az egész szektor számára. Kilián Csabával, a Magyar Gépjárműipari Egyesület ügyvezető főtitkárával az autógyártás szempontjából Magyarország előtt álló lehetőségeket tekintettük át. A második részben Biró Attilával, a Pénzcentrum rovatvezetőjével a hazai könyvpiac idei évét értékeltük, és megnéztük, mit olvasunk mi, magyarok. Főbb részek: Intro – (00:00) Autóipar – (01:44) Könyvpiac – (14:37) Makronaptár – (27:34) kép forrása: Getty ImagesSee omnystudio.com/listener for privacy information.

Two founders. £100k of their own money. And a first year that hit £1.4m invoicing and £1.1m EBIT.In this episode, I sit down with Ricky Burns and Tony Mulcock, co-founders of The Pulse Group, to unpack the real story behind their first 12 months.The leap, the risks, and why 95% of their success came from long-term relationships, trust, and advisory-led recruitment.Connect with them both here: https://www.linkedin.com/in/tonymulcock/ | https://www.linkedin.com/in/richardmarcburns/-------------------------Watch the episode on YouTube: https://youtu.be/x9vMBjui4lo-------------------------Sponsors - Claim your exclusive savings from our partners with the links below:Sourcewhale - Check Out Sourcewhale & Claim Your Exclusive Offer Here.Raise - Check Out Raise & Claim Your Exclusive Offer Here.-------------------------Extra Stuff:Learn more about our online skills development platform Hector here: https://bit.ly/47hsaxeJoin 6,000+ other recruiters levelling up their skills with our Limitless Learning Newsletter here: https://limitless-learning.thisishector.com/subscribe-------------------------Get in touch:Linkedin: https://www.linkedin.com/in/hishemazzouz/-------------------------

In this CPQ Podcast episode, host Frank Sohn talks with Andreas Westling, CEO and co-founder of Ignize, about how modern AI pricing and CPQ help B2B manufacturers increase EBIT, improve price fairness, and react faster to market volatility. Drawing on more than 20 years of pricing experience,  including his time as CEO of Navetti (acquired by Vendavo). Andreas explains why pricing fundamentals haven't changed, but the way manufacturers execute pricing has transformed. He also shares how Ignize supports mid-market and enterprise manufacturers with complex, multinational pricing operations that require both speed and precision. Andreas introduces Ignize's concept of Generative Precision Pricing (GPP) and the role of the Ignizer, a modern engine that turns pricing expertise into data-driven, explainable recommendations. You'll also hear how Ignize integrates with CRM systems such as Salesforce and Microsoft Dynamics, ERP systems including SAP, Oracle, and legacy platforms, and CPQ solutions like Tacton to deliver consistent, value-based pricing across the commercial stack. We discuss why black-box AI pricing often fails in B2B manufacturing, and why explainability and transparency are essential to earn trust from pricing teams, product managers, sales, and customers. Andreas also outlines what manufacturers can expect from an Ignize implementation. From 8–12 week quick-start value phases to broader enterprise rollouts, and how modern pricing platforms help companies navigate tariffs, commodity swings, currency shifts, and other forms of market disruption. Ignize also operates on an enterprise-grade security foundation, backed by ISO 27001:2013 certification and SOC 2 Type II compliance, ensuring that sensitive pricing and commercial data is handled with the highest standards of information security and compliance. If you're interested in CPQ, B2B pricing, or how AI can strengthen price quality, win rates, and overall financial performance, this episode is for you.

Nadia Budihardjo and Tom Zaunmayr discuss how several pioneers have teamed up to get fresh native food on grocery store shelves. Plus: Rio pivots clean iron plan; Tivan inks $61m deal with venture capital firm; Elders profits, EBIT up in FY25.

We're joined by two special guests on this milestone episode. Please welcome Andy Pan (the only person who has previously co-hosted a show with us) and Greg Alderton, Virtual Economy's lead moderator! With 14,000 people laid off, studios shuttered, and projects abandoned, Amazon seems ready to give up on most or all of its gaming dreams. Also: EA earnings ride off into the sunset, Capcom posts a strong quarter, Remedy's in trouble, and Microsoft is inscrutable. Also: Sony responds to Tencent's request to dismiss the Light of Moritram lawsuit, Circana report on U.S. video game spending for September 2025, and Microsoft is a little too cozy with the U.S. government.  You can support Virtual Economy's growth via our Ko-Fi and also purchase Virtual Economy merchandise! TIME STAMPS [00:05:44] - Remembering Tomonobu Itagaki [00:10:32] - Episode 200 Celebration [00:34:14] - Circana Report on U.S. Video Game Spending for September 2025 [00:56:18] - Sony Responds to Tencent's Request to Dismiss Light of Moritram Lawsuit [01:06:57] - EA Earnings [01:17:51] - Capcom Earnings [01:27:49] - Remedy Earnings [01:43:45] - Microsoft Earnings [02:16:00] - Why Is Microsoft Allowing the U.S. Government to Use the Halo IP? SOURCES "I Told Him I Loved Him, Because I Do" - A Tribute To The Late Dead Or Alive Creator Tomonobu Itagaki | Time Extension SIE Opposition to Motion to Dismiss 4142-0511-3185 v.2 | United States District Court - Northern District of California Electronic Arts Reports Q2 FY2026 | EA EA and Stability AI partner to empower artists, designers, and developers | EA United Videogame Workers-CWA Statement on Proposed Electronic Arts Buyout | UVW-CWA Consolidated Results for the Six Months Ended June 30, 2025 | Capcom Inside information, profit warning: Remedy Entertainment Plc lowers operating profit (EBIT) outlook for 2025 and publishes preliminary Q3 key financial figures | Remedy Change of CEO in Remedy Entertainment Plc | Remedy Business Review - January - September 2025 | Remedy Earnings Release FY26 Q1 | Microsoft

Find me on Substack: https://bogumilbaranowski.substack.com/Ritavan is a bestselling author of "Data Impact," former CTO, and data transformation expert with a decade of operating experience across sectors including banking (Société Générale), energy trading, consulting, and real estate technology, who advocates for treating digital initiatives like value investments rather than following technology trends.EPISODE NOTES3:00 - Ritavan shares the fascinating story behind having only one name—his grandfather's generation dropped last names as part of a social reform movement to combat caste-based discrimination in India, as colonial systems had turned last names into markers of social hierarchy.7:30 - Early career journey spans math research in Paris at École Normale Supérieure, market risk at Société Générale during the 2008 financial crisis obsession, and energy trading where he cleared his trading exam within six weeks despite not knowing what a megawatt was.13:45 - The core thesis emerges: following technology trends destroys business value. Ritavan argues that constantly chasing AI, cloud, or the latest tech is like an investor jumping between market fads—you're not playing the long game or building real competitive advantage.20:30 - Revolutionary perspective on value creation paradigms throughout history: hunter-gatherers relied 40-60% on traps (automation), agriculture depended on land, industrial age on machinery and raw materials, while the digital paradigm offers zero replication costs and near-zero personalization costs.27:00 - Introduces the SLASOG framework: Save (capital preservation, avoid groupthink), Leverage (find asymmetric opportunities), Align (commander's intent), Simplify (remove clutter), Optimize (maximize returns), Compound (play the long game), Keep (retain gains).36:30 - Roger Federer insight: He won only 54% of points but 80% of games due to tennis's nonlinear scoring system—a powerful metaphor for business success requiring asymmetric opportunities, not perfection.41:00 - Teaching the first LLM-native college students: Traditional assessment is obsolete when AI can summarize and synthesize better than humans. The solution? Open-ended problems with no single answer, forcing genuine creativity and collaboration.48:30 - Napoleon's battlefield genius: treating each battle from first principles, understanding the system, finding nonlinear advantages, and pioneering "commander's intent"—ensuring even illiterate foot soldiers understood strategic goals, not just tactical orders.54:45 - The North Star metric concept: Legacy businesses obsess over EBIT (backward-looking), but digital-age companies need forward-looking metrics that quantify customer value delivery to enable rapid adaptation and compounding gains.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Artificial intelligence (AI) is no longer just a buzzword in healthcare — it's becoming a real partner in how providers care for patients and improve everyday experiences. With rising patient expectations, limited resources, and mounting administrative complexity, hospitals and insurers alike are turning to AI to improve efficiency, communication, and satisfaction. In fact, Citi research estimates that roughly a quarter of all American healthcare spending goes toward administrative tasks — and intelligent automation could reduce that burden by nearly 30%, underscoring the enormous potential for AI to make care delivery smarter and more sustainable.But as adoption accelerates, one key question looms: Can AI truly make healthcare more human — or does automation risk depersonalizing care?In this episode of I Don't Care with Dr. Kevin Stevenson, guest Brett Kiley, Vice President of Healthcare Solutions at Ciklum, explores how artificial intelligence can elevate — rather than replace — the patient experience. Together, they discuss practical, high-impact applications of AI that improve outcomes for both patients and providers, while emphasizing that technology alone can't fix broken processes or disengaged teams.Key points of discussion…Fix the process first. AI only accelerates what's already working — it can't fix a bad workflow. Kiley stresses that organizations must repair operational inefficiencies before layering in intelligent automation.Predictive, proactive patient care. By modeling data from multiple sources, Ciklum helps healthcare organizations identify at-risk patients before issues arise, reducing readmissions and improving satisfaction.AI for empathy and efficiency. From ambient AI that automates clinical documentation to analytics that highlight emotional drivers of patient frustration, AI can empower providers to focus on care — not clicks.Brett Kiley is the Vice President of Healthcare Solutions at Ciklum, where he helps healthcare organizations design and scale AI-driven customer experience and operational strategies that deliver measurable ROI. With over 20 years at CVS Health, he led digital transformation and patient experience initiatives that lifted Net Promoter Scores from 24 to 76, drove $100M+ in EBIT impact, and reduced call volumes by nearly half. Known for his hands-on healthcare expertise and data-driven approach, Kiley now advises hospitals, insurers, and startups on turning complex systems into efficient, patient-centered experiences powered by AI.

Le stime del Retailer Barometer Confimprese-Jakala rivedono al ribasso le previsioni di crescita dei consumi per il 2025: l'ultimo trimestre si prospetta a crescita zero, rispetto al +1,7% atteso a inizio anno. Marginalità in calo per la metà delle aziende, con punte dell'80% nel comparto abbigliamento-accessori, che chiuderà l'anno a -2,3%. In difficoltà anche la ristorazione (-1%), mentre solo il comparto "altro retail" (casa, elettronica, telefonia, libri, cura persona, fitness) è atteso in positivo (+1,8%).Mario Maiocchi, direttore del Centro studi Confimprese, sottolinea che, nonostante l'inflazione sotto controllo, i consumatori restano prudenti, frenando i consumi discrezionali. Ad agosto il fatturato è cresciuto solo dell'1% su base annua, mentre il periodo gennaio-agosto segna un -0,4% rispetto al 2024, segnale di una crisi ancora persistente e di acquisti sempre più ragionati. Interviene Mario Resca, presidente Confimprese.Ferrari: nel 2030 ricavi a 9 miliardi e 20% offerta elettrica. Le azioni affondano in BorsaFerrari punta a raggiungere 9 miliardi di ricavi nel 2030 con 4,7 miliardi di investimenti nei prossimi cinque anni e presenta la sua prima vettura elettrica: quattro porte, quattro posti, oltre 1000 cavalli e 530 km di autonomia. Nonostante il piano ambizioso, il titolo in Borsa ha perso fino al 16%.Il nuovo piano prevede una gamma al 2030 composta per il 40% da motori tradizionali, 40% ibridi e 20% elettrici. L'Ebit stimato sarà di almeno 2,75 miliardi (margine 30%) e l'Ebitda di 3,6 miliardi (margine 40%). Ferrari mira a un free cash flow industriale di 8 miliardi tra il 2026 e il 2030, sostenuto da forte profittabilità e nuovi lanci (quattro modelli l'anno). Previsto anche un aumento dei dividendi e un programma di buyback da 3,5 miliardi. Ne parliamo con Marigia Mangano, Il Sole 24 Ore.Cina, stretta su export di terre rare e tecnologie correlateLa Cina introduce nuove restrizioni immediate sull'export di terre rare e tecnologie collegate, imponendo licenze obbligatorie per estrazione, produzione e riciclo. Pechino motiva la misura con la necessità di «salvaguardare la sicurezza e gli interessi nazionali».Le terre rare sono essenziali per auto, elettronica e difesa, e la mossa acuisce le tensioni con Washington, che accusa la Cina di rallentare le licenze. L'Ue ha espresso preoccupazione, ricordando gli impegni presi nel summit Ue-Cina di luglio per un commercio più trasparente. Gli Stati Uniti e l'Europa lavorano per ridurre la dipendenza da Pechino, investendo nella produzione e nel riciclo di materie prime critiche. Il commento è affidato a Giuliano Noci - Professore ordinario in Ingegneria Economico-Gestionale, Politecnico di Milano.Confindustria giovani: "Priorità agli investimenti, il fondo di garanzia aiuti le imprese giovani"Il 10 e 11 ottobre torna a Capri il convegno dei Giovani Imprenditori di Confindustria, giunto alla quarantesima edizione, dal titolo "Ritmo. Il tempo dell'impresa che cresce". La presidente Maria Anghileri richiama la necessità di un cambio di passo nelle politiche economiche, con incentivi stabili per ricerca, sviluppo e Mezzogiorno.Anghileri evidenzia come solo il 9% della spesa pubblica sia destinato alla "filiera futuro" (natalità, istruzione, innovazione, startup) e denuncia la perdita di 153mila imprese giovanili in dieci anni. A Capri presenterà proposte per rilanciare gli investimenti e sostenere le imprese guidate da giovani. Facciamo il punto con Maria Anghileri, presidente dei Giovani Imprenditori Confindustria.

In this podcast, PwC's David Ledure, Tanja Keser and Alex Xiang discuss the complex interplay between financial transactions and operational transfer pricing, including how activities above and below the EBIT line interact.Support the show

What happens when strong biology collides with weak markets? In this episode, we break down the Q2 earnings season in salmon farming, where EBIT margins have tightened, prices continue to slide, and producers are facing tough calls on investment, strategy, and survival. From Mowi's consistency to Bakkafrost's split results, and from Norway's political backdrop to Scotland's biological struggles, we look at who's weathering the storm and who's most exposed. Beyond the numbers, we explore the Catch-22 of salmon farming: better fish health leading to oversupply and weaker profits, just as ecological and political pressures intensify. Download the full report here.For more aquaculture insights head to our Fish n' Bits blog.

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture The EU is feeling the pressure, without the US the EU economy is nothing, same goes with most of the countries around the world. Trump is reversing the [CB] trade policies. The Fed is panicking, Trump is going after the Fed and they are trying to stop him, so they ruled on his parallel system, this will fail. Trump and the patriots are putting everything place to make sure the [DS] cannot cheat the midterms. Trump is doing everything he can without congress passing laws. The pieces are coming together and it will be difficult for the [DS] to cheat. This has to be done to take back full control. The [DS] is building the narrative to counter this by pushing the idea that Russia is responsible for immigration and cyber attacks in the EU. Playbook known.   Economy Eurozone's Economic Outlook Worsens Amid U.S. Tariffs, Domestic Pressures the Eurozone's economic outlook has indeed deteriorated, driven by a combination of external pressures from U.S. tariffs and internal domestic issues. Recent data from the European Commission shows a decline in economic sentiment, signaling broader pessimism among businesses and consumers.   The tariffs target key EU exports, leading to reduced demand and higher costs.Key quantitative impacts from analyses include:  Estimates vary by scenario, but a baseline tariff increase could reduce EU GDP by 0.2% to 0.8%. For instance, in a symmetric tariff war, GDP might fall by 0.8-1.2%, with Germany facing a 0.4% contraction.   The EU's trade surplus with the U.S. is shrinking amid surging imports, exacerbated by trade diversion from China (e.g., a 12% year-on-year increase in Chinese exports to the EU as of May 2025).   The automotive industry faces double-digit hits to earnings, with potential 53% drops in export demand for machinery and equipment under a 10% tariff hike. Pharmaceuticals and chemicals are also at risk, though some exemptions apply. Sector 2023/2024 EU Exports to U.S. (EUR billion) Potential Impact from Tariffs Machinery & Equipment 157.7 High vulnerability; 53% export demand drop per 10% tariff Automotive Not specified (major exposure) Double-digit EBIT declines for key firms Pharmaceuticals 54.6 Exempt currently, but risk if targeted Chemicals & Metals Significant (part of broader exposure) Asset quality deterioration in banking Employment effects are notable, with 8,000-10,000 job losses estimated per EUR 1 billion reduction in exports, potentially raising unemployment by 0.1% in hard-hit countries like Germany and Ireland. Source: wsj.com Trump Canceling $679M in Federal Funding for Offshore Wind Projects The Trump administration said on Friday it was canceling $679 million in federal funding for 12 offshore wind projects, including $427 million for a California project. U.S. Transportation Secretary Sean Duffy announced that the department was canceling or terminating awards made under the administration of former President Joe Biden. Source: newsmax.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.

長和在 2025 年上半年的整體業績表現如何？答：長和的整體利潤大幅下跌超過九成，只剩下 8 億多港元。不過，這部分下跌受到一項因與 Vodafone UK 合併而產生的非現金賬面損失所影響。長和在香港的業務狀況如何？答：長和的香港業務出現了前所未有的虧損。上半年的虧損從去年的 7,200 萬港元擴大到 1 億 6,400 萬港元。問：香港業務的虧損主要來自哪些方面？答：虧損主要來自香港的零售業務（如百佳超市和屈臣氏）以及港口業務。港口業務去年並未虧損，但在今年上半年已轉為虧損狀態。問：香港與中國業務在長和整體業務中的比重變化如何？答：中港兩地業務在長和整體 EBIT（除息稅前利潤）中所佔比重已跌至僅有兩個百分點 7。香港業務的比重減少了一個百分點，顯示其重要性變得可有可無。關於出售碼頭業務問：長和出售港口碼頭的進展如何？答：目前出售談判仍在進行中。董事陸法蘭表示，新的投資者將會加入，並有望達成合規談判進展。問：出售碼頭業務面臨的主要挑戰是什麼？答：主要挑戰來自地緣政治因素。由於長和是一家香港公司，這使得交易變得複雜。特別是巴拿馬的港口，其出售過程可能因政治考量而受阻。問：關於引入中遠集團的傳聞，有什麼值得關注的細節？答：據媒體報導，中遠集團可能以兩成股權參與交易。然而，這筆交易面臨兩個問題：一是中原是否有足夠的資金（約 300 億港元）參與；二是中遠提出要獲得「否決權」（veto power），這在只佔少數股權的情況下是不尋常的。關於管理層與未來策略問：為什麼長和主席李澤鉅沒有出席分析師會議？答：這是李澤鉅自擔任主席以來首次缺席此類會議，市場對此感到意外並有多種猜測。有人認為可能是因為敏感問題難以回應，但其他董事仍有出席並回答問題。問：長和未來的投資策略是什麼？答：長和主席在公司公告中提到，面對地緣政治衝突加劇，公司的投資策略將會更加保守，傾向於保留更多現金並減少新的投資機會。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing. In what may be the largest M&A deal of 2025 so far, Union Pacific ($UNP) has made a formal bid to merge with Norfolk Southern ($NSC). The proposed merger not only furthers the consolidation of the quasi-monopolistic railroad industry but also raises important questions about what it means for investors. Given the time we've spent highlighting Union Pacific as a model of dividend growth, we believe this surprise announcement warrants an early-stage analysis. In this Express Mail episode, Greg covers:[01:12] Merger Details Union Pacific makes a surprise $20B bid for Norfolk Southern—despite their past capital discipline.[03:54] Financial Analysis: Debt, EBIT, and Credit Ratings How the merger affects profitability, interest coverage, and debt loads.[10:29] Lessons from Canadian Pacific's Kansas City Merger A similar deal that didn't go quite as planned—and what it might signal for UNP.[15:36] Dividend Outlook: What Now? We break down whether the combined railroad can still deliver 7% dividend growth.[17:59] Final Thoughts Is Union Pacific now a total return story, not a dividend growth story? Why we're holding through the uncertainty.  

In this episode: Faw Casson will close early on August 8 for their annual all-office beach day—a fun family tradition showing the firm's strong culture and appreciation for its people. The One Big Beautiful Bill Act (OBBBA) includes impactful updates for businesses and individuals—this episode dives into the lesser-known but highly relevant changes. C Corporation charitable donations are now subject to a 1% floor—but strategic business advertising can provide a workaround. Bonus depreciation is back at 100%, but with quirky timing: Section 179 may still be a smarter choice for some assets, depending on your purchase date. Business interest expense limitations now revert to using EBITDA instead of EBIT, a favorable shift for many larger companies. The adoption credit becomes refundable (up to $5,000), but only starting with the 2025 tax year. Opportunity zone reinvestment rules are extended and sweetened: You can now defer capital gains for five years and eliminate tax on appreciation if held for 10. The employer-provided child care credit jumps to 40%, with the cap increasing to $500,000—a major incentive for businesses with space to spare. Farmers selling farmland to other farmers can now spread capital gains tax over four years. 529 plans can now be used for more types of education expenses—distribution limit rises from $10,000 to $20,000 starting mid-2025. Several energy credits and deductions are expiring after 2025, including: Clean vehicle credit (for EVs acquired after 9/30/25) Residential solar and geothermal energy credits Home energy improvement deductions (like windows, doors, and water heaters) Wagering loss deductions will be limited to 90% of gambling income starting in 2026—another subtle but impactful change. The firm is offering free educational sessions in August to help business owners prepare for these tax law changes—one in Lewes (Aug 6) and one in Dover (Aug 12), with virtual access available. We're setting sail with two powerhouse guests from the Delaware Division of Small Business—Anastasia Jackson, Kent County Regional Business Manager, and JJ Moore, the Division's newly minted Business Finance Director. Whether you're scribbling your next big idea on a napkin or running a growing company, this episode delivers the kind of insight that turns entrepreneurial dreams into action plans. What Entrepreneurs Will Learn: Where to Begin Your Journey: Discover why the Division's motto, “It Starts With Us,” is more than a slogan—it's a literal roadmap for Delaware's entrepreneurs, from idea-stage to expansion. The Edge Grant 2.0: Learn how this newly enhanced funding program now offers more money, more finalists, and—crucially—free expert support to help you scale wisely, not just quickly. Access to Capital, Reimagined: JJ breaks down Delaware's three underutilized lending programs that provide flexible, low-interest loans—even for startups with little collateral or limited credit history. Unmatched Resources (at Zero Cost): From SizeUp Delaware (a free business analytics tool) to statewide partners like the SBDC, SCORE, and Main Street programs, you'll hear how the Division connects entrepreneurs to powerful support systems. Funding + Knowledge = Success: This episode emphasizes that capital alone doesn't grow a business—strategic guidance, data, and mentorship matter just as much. Collaboration Across Agencies: The Division's connections with tourism, public health, economic development, and supplier diversity efforts give entrepreneurs a true one-stop-shop for support. The Misconceptions: Find out why people often confuse this office with the SBA—and why understanding the difference could open unexpected doors. Whether you're trying to get your idea off the ground or figure out how to fund your next big move, this episode is packed with practical, real-world advice.  Find out more from the Delaware Division of Small Business.   

In this episode: Announcement of two new partners at the firm, Andy Tobias and Dan Steele, and their leadership roles. Discussion of the renamed "One Big Beautiful Bill" (now simply “the Act”) and its key tax provisions. Confirmation that individual tax brackets and standard deduction increases are now permanent. Explanation of the new $15 million estate and gift tax exemption for 2026. Details on the repeal of moving expense and miscellaneous itemized deductions (except for military and intelligence). Expansion of the SALT deduction cap to $40,000 through 2029 with income-based phaseouts. Child tax credit increased to $2,200 with refundable portion made permanent. New above-the-line deductions for: Overtime pay ($12,500 single / $25,000 joint, 2025–2028) Tipped income (industry list pending, capped and phased out by income) Seniors over 65 ($6,000 deduction, 2025–2028) Car loan interest for American-assembled vehicles (post-2024 purchases only, capped at $10,000) Charitable contributions (up to $1,000 single / $2,000 joint for non-itemizers) The 20% Qualified Business Income Deduction (QBI or “CID”) is made permanent and inflation-adjusted. Bonus depreciation is restored to 100% for qualifying business assets purchased after January 19, 2025. R&D expense deductions reinstated (no longer amortized). Business interest deductions revert to being based on EBITDA instead of EBIT. Changes to 1099 reporting: threshold for 1099-NEC/MISC rises to $2,000 starting in 2026. 1099-K reporting threshold set at $20,000 or 200 transactions (postponing more burdensome lower thresholds). Final reminder that many provisions are subject to budget reconciliation constraints, meaning some are temporary or have sunset dates. Interview Overview: Michael Kopp, Executive Director of the Elizabeth W. Murphey School In this inspiring interview, Michael Kopp shares how the Murphey School provides more than just shelter, it offers structure, support, and stability to Delaware youth in need. With a focus on life skills, financial literacy, and emotional growth, the school helps prepare kids for adulthood. Mike also emphasizes the deep-rooted commitment of the staff and the powerful impact of community involvement. Want to Help? You can donate or get involved by visiting: murpheyschool.org/donations/make-a-donationv

On this episode, host Sima Vasa talks to Greg Silverman, Global Director of Brand Economics at Interbrand. Greg shares how Interbrand quantifies the financial impact of brand and aligns marketing insights with shareholder value. Drawing from decades of brand valuation work, he explains how research, including discrete choice modeling, bridges the language gap between CMOs and CFOs. He also discusses the power of fast, data-driven solutions in transforming client strategy. Key Takeaways: (02:13) Greg's career journey blends retail, franchising, consulting, branding and tech innovation.(04:31) Metrics like awareness must connect to growth, EBIT, and share price.(07:58) Smaller, focused partnerships can deliver faster, more cost-effective solutions.(09:43) ​​Brand can account for far more value than leaders initially expect.(11:57) Understanding brand potential unlocks new revenue within specific market segments.(14:19) Research helps CMOs and CFOs align on brand investment decisions.(16:00) Traditional marketing metrics no longer justify brand investment alone.(17:54) Insights must bridge the gap to measurable business impact. Resources Mentioned: Interbrand Website Thanks for listening to the Data Gurus podcast, brought to you by Infinity Squared. If you enjoyed this episode, please leave a 5-star review to help get the word out about the show, and be sure to subscribe so you never miss another insightful conversation. #Analytics #MA #Data #Strategy #Innovation #Acquisitions #MRX #Restech

Send us a textCase interview math doesn't have to be scary - if you know the formulas. In this episode, we break down the 7 essential math formulas every candidate must master to succeed in consulting interviews. Tune in to learn:The difference between gross profit, EBIT, and EBITDAHow to calculate market size and shareWhy ROI is a must-know for M&A and investment cases& moreThis is a foundational episode for any consulting candidate serious about landing an offer. Want to go deeper? Grab our free Case Interview Formulas Cheat Sheet or join the Black Belt program to prep with an MBB coach. Your offer starts here.Additional ResourcesDownload free Case Interview Formulas Cheat SheetJoin the Black Belt program for expert help with your case prepGet the All Access Pass curriculum for a DIY approach to case prepConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.

Good ECO/Markets = Trump Bad ECO/Markets - Biden CTP for Micron is underway AI wins a horse race News from Omaha PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  Warm-Up - Good ECO/Markets = Trump - Bad ECO/Markets - Biden - CTP for Micron is underway - AI wins a horse race - News from Omaha - India/Pakistan - India stikes Markets - Some Earnings Color - S&P breaks it streak this week - KRI +4, +5 (Spearman +100) - Currency interventions happening Interesting Timing - Skechers U.S.A., Inc. the third largest footwear company in the world, today announced that it has agreed to be acquired by 3G Capital, a global investment firm built on an owner-operator approach to long-term investing. - 3G gets discount as tariffs are softening price - Helped to move the other names in the space higher Heads I Win.... - President Donald Trump took credit for the "good parts" of the economy in an exclusive interview with NBC News airing Sunday, but said that the "bad parts" are former President Joe Biden's economy. - "Ultimately, I take responsibility for everything, but I've only just been here for a little more than three months," Trump said. - "The tariffs have just started kicking in. ... The tariffs are going to make us rich. We're going to be a very rich country," he added. In terms of shortages: - "I don't think a beautiful baby girl needs – that's 11 years old – needs to have 30 dolls," Trump said. - "I'm just saying [children] don't need to have 30 dolls, they can have three, they don't need to have 250 pencils, they can have five," he added. - But, Mira Lago has 58 bedrooms, 33 bathrooms, a 29-foot-long (8.8 m) pietra dura marble-top dining table, 12 fireplaces, and three bomb shelters. ---WHAT? Ford Earnings - Ford Motor beats by $0.14, misses on revs, co suspends FY25 guidance; says business is strong, adjusted EBIT tracking within prior guidance, excluding new tariff-related impacts - Based on what the company knows now, and its expectation of how certain details and changes will be resolved related to tariffs, the company estimates a net adverse adjusted EBIT impact of about $1.5 bln for full-year 2025. Given material near-term risks, co is suspending guidance. Block Earnings (Last week) - Revenue decreased about 3% from $5.96 billion a year earlier. -  Gross profit rose 9% to $2.29 billion from $2.09 billion a year earlier. That missed analysts' forecasts of $2.32 billion for the quarter. - Gross payment volume hit $56.8 billion, missing expectations of $58 billion, according to StreetAccount. - Stock plunges     Check this out and find out more at: http://www.interactivebrokers.com/ Palantir Earnings - Palantir Technologies reports EPS in-line, beats on revs; guides Q2 revs above consensus; guides FY25 revs above consensus - Reports Q1 (Mar) earnings of $0.13 per share, excluding non-recurring items, in-line with the FactSet Consensus of $0.13; revenues rose 39.4% year/year to $883.9 mln vs the $862.17 mln FactSet Consensus. - U.S. commercial revenue grew 71% year-over-year and 19% quarter-over-quarter to $255 million. - U.S. government revenue grew 45% year-over-year and 9% quarter-over-quarter to $373 million. - Co issues upside guidance for Q2, sees Q2 revs of $934-$938 mln vs. $899.44 mln FactSet Consensus. - Co raises guidance for FY25, sees FY25 revs of $3.890-$3.902 bln vs. $3.75 bln FactSet Consensus. Raises adjusted income from operations guidance to between $1.711 -- $1.723 billion. - Stock down- probably some profit taking as valuation is a bit stretched Kentucky Derby - AI Wins! - Sovereignty won the 151st running of the Kentucky Derby in Louisville,