Podcasts about EBIT

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 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  

Im BX Morningcall werden folgende Aktien analysiert und erklärt: Lam Research, Applied Materials & Safran SA A mit François Bloch

Not much to report overseas from overnight, as Wall St was closed for the President's Day public holiday. What to watch today:Jumping straight into today's news, the ASX200 is set to jump 0.2% at the open to extend on yesterday's gains. Today's major story is the results of mining giant BHP (ASX:BHP), which reported a 25% jump in underlying EBITDA to US$15.5 billion,  a net operating cash flow of US$9.4 billion, which is up 13%, and a dividend of 73 US cents per share, which is up from 50 US cents this time last year. Additionally, funds manager Challenger Ltd (ASX:CGF) reported their results, with statutory net profit up $72 million to $339 million, and a fully franked dividend of 15.5 cents per share, which is up 7%. They also announced an on-market share buyback of $150 million. Keep an eye on other notable companies who are due to release today, including Seek (ASX:SEK), Judo Capital (ASX:JDO) and Reliance Worldwide (ASX:RWC). So far this reporting season, 53 companies have reported their results, with 18 beating expectations, 21 in line with expectations, and 14 misses. After their results yesterday, Bell Potter's research team have maintained their Hold rating on the a2 Milk Company (ASX:A2M), however reduced their 12 month target price from $9.70 to $9.55 per share, based on their key guidance figures heading into the next year. They also maintain a hold rating on shipbuilder and defence contractor Austal (ASX:ASB), with a 12 month price target of $6.60 per share, which is down from their previous price target of $8 per share. This comes after its EBIT guidance was downgraded 18.5%, due to the discovery of accidental double counting of US$17.1 million of incentives during the preparation of its latest accounts. Finally in commodities, Gold is trading down just over 1% at US$4990 per ounce, while silver has dropped 1.8% to $76.50 US$ per ounce. Crude Oil is up 1.4%, to US$63.80 per barrel. 

TUI Group presentó los resultados de su primer trimestre fiscal (octubre-diciembre de 2025), que calificó como el mejor de su historia, con un EBIT subyacente de 77,1 millones de euros y el anuncio de un dividendo de 0,10 euros por acción. Sin embargo, sus acciones cayeron en la bolsa de Frankfurt por debajo de los 9 euros, en un contexto de ingresos estancados (4.900 millones) y ligeras caídas en las reservas de invierno y verano.El transporte público en España superó los 5.784 millones de usuarios en 2025, con un crecimiento del 3,7 % según el INE, aunque fue el aumento más moderado desde 2021. Mientras que el transporte ferroviario apenas subió un 0,3 % y el aéreo cayó un 4 %, los autobuses registraron avances significativos, con un alza del 6,8 % impulsada por los trayectos de media distancia y cercanías.Un juzgado mercantil de Barcelona ha advertido a Ryanair de posibles responsabilidades penales si no cumple íntegramente la sentencia que le obligaba a retractarse de acusaciones contra eDreams, como supuestas estafas o “piratería”. La jueza ha dado a la aerolínea un plazo de 10 días para acatar el fallo y ha avisado de multas mensuales y de una posible investigación por desobediencia si mantiene su postura.El Ministerio de Industria y Turismo y las comunidades autónomas han acordado simplificar y agilizar el tramo final de ejecución de los fondos europeos Next Generation destinados a la transformación sostenible del sector. En la Conferencia Sectorial de Turismo se fijó junio como fecha límite para completar los planes de sostenibilidad turística vinculados al Plan de Modernización y Competitividad, dotado con 3.400 millones de euros.Forward, la agencia full-service de lastminute.com, y la consultora The Travelling Set han firmado una alianza para impulsar el turismo de pantalla en España mediante campañas para destinos con legado audiovisual. Según el Observatorio del Turismo de Pantalla, entre el 22% y el 40% de los viajeros extranjeros han descubierto lugares del país gracias a producciones audiovisuales, y el 36% de los potenciales turistas españoles elegiría este tipo de experiencia.

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.

„3 rein, 3 raus“ - Rebalancing im BX Musterportfolio: Lam Research, HSBC & Safran neu im BX Musterportfolio. Dazu: Kennzahlen-Logik (Umsatz, EBIT, Marge, Dividende) und Performance vs. Benchmark. Im BX Morningcall diskutieren Investment-Stratege François Bloch und Olivia Hähnel (BX Swiss) ausgewählte Top-Aktienwerte aus dem BX Musterportfolio, inklusive Rebalancing-Entscheid. NEU✅ Lam Research - US5128073062 NEU✅ HSBC Holdings - GB0005405286 NEU✅ Safran SA - FR0000073272 3 Aktien verlassen das BX Musterportfolio: ❌ Quanta Services Inc - US74762E1029 ❌ AENA - ES0105046017 ❌ Trane Technologies IE00BK9ZQ967

Daldrup & Soehne AG Elevator Pitch 2025 | Geothermal Drilling & Energy Transition GrowthDaldrup & Soehne AG Elevator Pitch: Key TakeawaysThis elevator pitch introduces Daldrup & Soehne AG as a specialized, family-run drilling services provider focused on geothermal energy and sustainable infrastructure. CEO Andreas Toennies highlights the company's business model, operational strengths, and growth drivers, positioning Daldrup as a key enabler of Europe's energy and heat transition.Business Areas and Operational ScopeDaldrup & Soehne operates in four business areas: geothermal energy, raw materials and exploration, water extraction, and EDS (environmental, development, and special drilling services), mainly in the DACH and Benelux regions. With nearly 80 years of history and over 40 years of CEO experience, the company stands out for its unmatched drilling capabilities in Europe, covering depths from near-surface to deep geothermal projects up to 6,000 meters.Scale, Workforce, and Asset BaseIn 2024, Daldrup reported total output of approximately EUR 54.5 million and employs about 160 specialists. To meet growing demand, the company recently hired 30 additional drilling professionals and continues to invest in its assets. Daldrup operates 45 drilling rigs, all maintained for high utilization and efficiency.Recent investments include two advanced universal drilling rigs with a 65-ton hook load, both fully booked long-term and enhancing capacity for medium-depth geothermal and infrastructure projects.Market Visibility and Project Selection DisciplineDaldrup's strong market visibility and disciplined project selection are key value drivers. The company uses a probability-weighted approach to evaluate projects, ensuring resources are directed to the most attractive opportunities. Despite securing two major geothermal contracts, Daldrup's processed market volume is about EUR 325 million, reflecting sustained demand and a strong growth pipeline.Geothermal Energy as a Structural Growth MarketThe pitch emphasizes geothermal energy as a structural growth market. Recent German legislation, especially the Geothermal Acceleration Act (GeoBG), has improved the regulatory framework by shortening approval times and prioritizing geothermal projects. Combined with exploration-risk insurance and public financing, these measures reduce project risk and are expected to accelerate geothermal deployment across municipalities and utilities.Strategy, Profitability Targets, and Capital AllocationStrategically, Daldrup aims to translate these factors. Daldrup's strategy is to leverage favorable market conditions by maintaining a streamlined corporate structure and investing in drilling capacity and personnel. The company targets a sustainable EBIT margin above 10% plus X and aims for outsized growth as geothermal energy and specialized drilling services expand.profitability, a strong equity ratio, and solid cash generation. The company's share price performance since early 2025 has significantly outperformed major indices, reflecting growing investor confidence. Shareholders also participated directly in this success, with a dividend payout ratio of 45%—the first in a decade—underscoring Daldrup's commitment to capital market credibility and disciplined capital allocation.▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

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.

Las agencias de viajes españolas anticipan una campaña de Navidad y Fin de Año positiva, con un aumento de reservas de entre el 5 % y el 10 % respecto a 2024, consolidando la recuperación del sector tras un 2025 de mayor rentabilidad y crecimiento sostenido de la contratación, según ACAVE. Los destinos más demandados incluyen escapadas europeas a mercadillos navideños, viajes para ver auroras boreales y ciudades como Londres, Roma, Nueva York, Dubái o Abu Dhabi.El turismo internacional en Madrid registró un gasto de 15.193 millones de euros entre enero y octubre de 2025, un 10,6 % más que en el mismo periodo de 2024, según el INE. El gasto medio por visitante se situó en 1.959 euros y el diario en 318 euros, destacando la concejala Almudena Maíllo la efectividad de la estrategia municipal centrada en un turismo de mayor valor añadido.TUI cerró 2025 con un récord de rentabilidad, con un EBIT ajustado de 1.460 millones de euros y unos ingresos de 24.200 millones, un 4,4 % más interanual, impulsados por el segmento Holiday Experiences. Para 2026, prevé un crecimiento moderado de los ingresos, de entre el 2 % y el 4 %, apoyado en la expansión hotelera, los cruceros y el negocio de experiencias.Los pasajeros de alta velocidad hacia el sur aumentaron entre el 13 % y el 17 % entre junio y septiembre de 2025 tras la entrada de Ouigo en las rutas Madrid-Andalucía, acompañada de una bajada media de precios del 34 %, según la CNMC. Además, en ese periodo, la alta velocidad comercial alcanzó un 10,4 % más interanual, mientras que en el corredor Madrid-Barcelona los precios repuntaron un 14 %.Viajes El Corte Inglés cerró el primer semestre del ejercicio fiscal 2025 (marzo–agosto) con unos ingresos de 2.049 millones de euros, prácticamente en línea con el año anterior pero con una ligera caída frente a 2024, reflejando un escenario de estancamiento. El crecimiento del negocio vacacional no fue suficiente para compensar la debilidad del segmento de viajes corporativos.

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.

Starting in the US, Wall St maintained its rally as investors' optimism for a further rate cut in December continues to grow. It is estimated that there is now around an 80% chance of a rate cut in December, sparking hopes for a continued rally into the final month of the year. The Dow Jones gained 1.43%, the S&P500 gained 0.94%, while the Nasdaq posted a 0.67% gain, as an all time high for Google parent company Alphabet was offset by a 2.6% drop for Nvidia.  Europe and Asia saw similar rallies, breaking the previous trends of volatility with a sea of green across the major indexes. In Europe, the UK's FTSE, German DAX and French CAC posted gains of 0.78%, 0.97% and 0.83% - all contributing to the pan-European Stoxx 600 advancing 0.91%. And in Asia, the Chinese CSI advanced 0.95%, Hong Kong's Hang Seng advanced 0.69%, while the Japanese Nikkei edged 0.07% higher. Back locally, the ASX ended Tuesday's trading session 0.14% in the green, with 5 of the 11 key sectors posting gains. Materials were the biggest winner, mainly driven by gold miners and iron ore producers which saw solid gains on the day. Some notable stocks include Northern Star (ASX:NST) which gained 1.98%, Newmont Corporation (ASX:NEM), which jumped 4.63% and Fortescue (ASX:FMG), which gained 2.74%. On the other end, it was another tough day for financials as the big banks saw losses extended – lead by CommBank (ASX:CBA) slipping 1.17%. In other stock news, DroneShield (ASX:DRO) ended its torrid run of late with a 14.61% surge on the day, after the company announced a new $5.2 million contract to supply an unnamed European military. What to watch today:Looking ahead, the SPI futures indicate the ASX will follow Wall St, predicting a 1.13% rise at the open of trade today. Investors can also expect the release of the monthly CPI data at 11:30am Sydney time, which will provide further insight into the state of the Australian economy and may impact the share market. Moving over to commodities:Crude Oil has continued to slip with a further 1.43% decline in the price to US$58 per barrel, mainly driven by continuing uncertainty on the outcome of peace talks in the Russia-Ukraine conflict. Precious metals saw a stable day in terms of price, as Gold and Silver are both trading nearly flat at US$4130 and US$51.37 per ounce respectively. And it was a similar story for Iron Ore, which remains flat at US$104.50 per tonne.Trading Ideas:Finally, we'll end on some trading ideas for your consideration today. Bell Potter has maintained its Buy rating on electrical equipment provider IPD Group (ASX:IPG), after the company reported Q1 and Q2 FY2026 EBITDA and EBIT guidance exceeding consensus expectations, indicating a solid upwards trajectory. And Trading Central have identified a bullish signal in gold miner Ramelius Resources (ASX:RMS), indicating that the stock price may rise from the close of $3.56 to the range of $4.40 to $4.70 over a period of 27 days, according to the standard principles of technical analysis. 

JOST Werke SE 9M 2025: Key TakeawaysOverview of JOST Werke SE PerformanceJOST Werke SE, one of the world's leading suppliers of safety-critical components and systems for commercial vehicles, delivered a resilient performance in the first nine months of 2025. In this in-depth presentation, Romy Acosta, Head of Investor Relations, outlines the company's financial developments, market dynamics, regional trends and strategic outlook as JOST continues to strengthen its global competitive position.Solid Performance Despite a Mixed Market EnvironmentThe first nine months of 2025 were marked by significant volatility in the global commercial vehicle industry. Despite this, JOST demonstrated resilience, with OEM production levels returning to normal after two years of post-pandemic surge, and certain markets softening due to macro conditions, destocking cycles, and shifting order patterns.Against this backdrop, JOST delivered a stable revenue base and maintained strong profitability in its core business lines — particularly in Trailer Solutions and Components for the agricultural sector.Romy Acosta explains that JOST's diversified portfolio once again acted as a stabilizer. The company's broad regional footprint, balanced mix of OEM and aftermarket business and deep global customer relationships helped offset temporary demand weakness in selected geographies.Regional Trends Highlight JOST's Balanced ExposurePerformance varied significantly across regions, reflecting different economic and industry cycles:Europe remained the company's strongest platform, supported by solid trailer demand, resilient aftermarket activity and continued adoption of JOST's safety technologies.North America experienced a softer market environment, particularly on the truck-OEM side, where destocking and lower Class 8 build rates weighed on volumes.Asia and emerging markets provided selective growth impulses, particularly in India and Southeast Asia, where infrastructure spending and demand for agricultural machinery supported order patterns.Agricultural Solutions remained a relative outperformer, benefiting from structurally high demand for modern farming equipment and increasingly sophisticated coupling and hydraulic systems.This strategic balance across regions and segments is a key advantage for JOST Werke SE. It not only cushions against cyclical fluctuations but also paves the way for long-term growth, instilling confidence in our investors and stakeholders.Operational Discipline Supports ProfitabilityThroughout the period, JOST's operational discipline was a consistent theme, ensuring strong financial management and cost control.JOST maintained strong cost control, optimised working capital, and continued to realise efficiency gains from prior footprint adjustments and automation investments.In addition, the company benefitted from a healthier product mix with a larger share of value-added systems and electronically controlled components — areas where JOST enjoys strong pricing, margin resilience and technological leadership.The combination of disciplined execution and portfolio quality supported robust EBIT margins despite softer top-line momentum in individual markets.]▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

The ASX 200 dropped another 136 points to finish at 8417, bring total losses for November to 5% so far – placing it on track for the worst month since September 2022. Resources were pummelled, BHP fell 3.2% on Chinese ore embargoes with RIO off 3.2% and FMG tumbling 5.5%. Gold miners were also hit hard despite bullion holding up, NEM down 6.1% and EVN off 4.5%. Lithium stocks saw selling back in aggressively, LTR down 8.4% and PLS off 6.9%. Base metal stocks and rare earths in trouble too, ELV down 11.8% and ILU down 11.6%. Energy stocks also under pressure, WDS down  2.7% and STO falling 3.0%. Industrials were less affected, TCL down 1.4% and GMG off 3.6% with WES down 1.4% and retail falling after LOV down 13.8% on guidance and AX1 crashing 15.4% on similar negative guidance. Banks saw selling, CBA held firm, the other three off, the Big Bank Basket down to $265.65 (%). Other financial slid, HUB down 3.3% and NWL off 4.5%. Tech was mixed, WTC gained 2.4% on reaffirming guidance at the AGM. The All-Tech index falling 0.8%.In corporate news, MYX saw its shares halted after a big fall and the Treasurer knocking back the bid. KGN rose slightly on an update, REH better despite a 18% fall in EBIT. WJL got BGH to pay 91c in the takeover battle. In economic news, nothing locally, Japanese inflation came in stronger than expected.  Asian markets weaker with Japan down 2.5%, China down 1.9% and HK down 2.1%.European markets set to open weaker again.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Hypoport SE 9M 2025: Key TakeawaysHypoport SE 9M 2025 Financial Results – CEO Ronald Slabke Presents Strategic UpdateStrong Financial Performance Reflecting Platform ResilienceIn a still-challenging real estate and financing environment, Hypoport SE delivered profitable growth and structural margin expansion, underscoring the resilience and scalability of its digital platform ecosystem.For the first nine months of 2025, the company achieved: - Revenue of approximately €459 million, up 12 % year-on-year - Gross profit of around €197 million, a 16 % increase - EBIT nearly doubled compared to 9M 2024 - Strong cash position with continued cost disciplineThis performance reflects Hypoport's long-term value strategy, which continues to outperform short-term market fluctuations.Business Segments OverviewReal Estate Platform (Europace AG)The Europace mortgage platform — Germany's largest B2B real estate financing marketplace — delivered strong double-digit growth in transaction volume. The number of active financial institutions and partners increased, reinforcing the platform's central role in the housing finance ecosystem. - Mortgage volume growth exceeded overall market trends - Greater digital automation and data usage improved efficiency - Market share gains among cooperative and private banks lifted profitabilityHousing and Mortgage DistributionThe Dr Klein network for private clients experienced stable refinancing demand and early signs of consumer sentiment recovery. While the pace of new loan growth remained moderate, corporate and institutional financing remained resilient, particularly in commercial property funding.Insurance and Other PlatformsThe Insurance Platform and SME Financing units advanced steadily, increasing integration with Hypoport's overall ecosystem. These divisions support recurring income and enhance customer lifetime value across the network.Strategic Outlook: Platform Scalability and Market NormalizationCEO Ronald Slabke highlighted the platform model's readiness for scalable growth as market conditions normalize. Hypoport's ecosystem of integrated services — spanning financing, insurance, and data — is positioned to benefit from fixed-cost leverage as transaction volumes rise again.Key strategic priorities include: - Expanding participation across banks, savings banks, and independent advisors - Increasing digital integration across all platform components - Investing in AI-driven underwriting and data analytics - Scaling recurring revenues through SaaS and value-added data servicesStructural Tailwinds Support Hypoport's Long-Term Equity StoryGermany continues to face significant housing undersupply, while demographic and urbanization trends reinforce mortgage demand. Simultaneously, digital transformation across financial services boosts demand for Hypoport's integrated technology solutions.This combination supports the company's long-term growth trajectory and operational leverage.CEO Ronald Slabke Concludes“Our 9M results show that Hypoport's platforms are delivering scalable growth, even in a challenging environment. We will continue to invest in innovation, deepen our ecosystem, and drive sustainable value for customers and shareholders alike.”▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

A nasty start to the day accelerated to a loss of 167 points (-1.9%) on the ASX 200 as RBA minutes and US futures took us down. The big three sectors were hit hard with the iron ore miners smacked. BHP off 3.7% on UK court ruling and RIO off 2.7% with FMG falling 2.0%. Energy stocks also slipped, WDS down 1.9% with STO off 0.6% and uranium stocks under pressure. Gold miners too sold off as bullion slipped, NST down 5.6% and EVN down 5.2% with lithium the only sector that saw any green. PLS up 3.3% and LTR up 2.1%. Banks were also sold down hard, WBC fell 3.0% and CBA down 1.7% with the Big Bank Basket falling to $267.54 (-1.8%). Financials also in the seller's sights, NWL fell 6.2% and MQG off 1.7%. Insurers fell, QBE down 1.4% and REITS under pressure too. GMG off 3.0% as a tech play on data centres. Industrials saw across the board selling, WES fell 1.2% and REA off 2.4% with CAR falling 3.2% as TLS down 0.2%. Tech stocks were decimated after TNE disappointed, off 17.2% despite a special dividend. WTC fell 4.6% and XRO tumbled 3.3% with the All-Tech Index down 4.3%. In corporate news, JHX rallied 9.9% on better-than-expected results, AGM's dominated. BSL fell 1.7% on EBIT to land at the bottom of guidance range. CAT tested a life with a 11.7% fall on a growth rate of 19%. ALQ fell 2.9% on better numbers. PLT was a rare bright spot after a jump in first half profits, up 6.8%. On the economic front, RBA minutes took rate cuts off the table. Australian consumer confidence rose 0.7% too.  Asian markets weaker with Japan down 2.9%, China down 0.3% and HK off 1.6%.European markets set to open weaker.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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.

Palfinger AG 9M 2025: Key TakeawaysIn this update, Felix Strohbichler, CFO of Palfinger AG, presents the financial results for the first nine months of 2025 and outlines the key strategic initiatives driving the company's future growth under its new Reach Higher 2030 plus strategy.Global Leader in Lifting SolutionsPalfinger AG remains a worldwide leader in innovative lifting solutions for construction, marine, logistics, and infrastructure industries. With 2024 revenue of around €2.4 billion, 12,000 employees, and 30 production sites, Palfinger is synonymous with engineering excellence, innovation, and customer reliability.The company's broad industrial diversity and global presence not only ensure resilience even amid macroeconomic volatility but also provide a sense of stability and security to stakeholders.Key Financial Highlights for 9M 2025- Revenue: €1.7 billion (-3.5% year on year)- EBIT: €131 million (-17.6%)- Equity: €885 million (41% equity ratio)- Net Debt: €577 million — significantly improved- Free Cash Flow: €54 million vs -€2 million last yearPalfinger achieved a major balance-sheet strengthening in 2025 through the sale of treasury shares for €100 million and ongoing working-capital discipline. The company remains on track to deliver more than €100 million in free cash flow for the full year 2025.Regional Performance- EMEA: Strong order intake continued from Q4 2024; European infrastructure spending yet to fully materialize but momentum is positive.- North America: Tariff measures (Section 232) weighed on profitability but structural demand remains solid.- LATAM: Record sales driven by strong growth in Brazil.- APAC: India and Southeast Asia continued to expand.- Marine: Sustained profitability and healthy backlog.- Russia: Sharp economic slowdown reducing sales and earnings contribution.Strategic Update — Reach Higher 2030 plusIn 2025, Palfinger introduced its long-term strategy Reach Higher 2030 plus, focusing on three core pillars:Lifting Customer ValueEnhancing customer experience through digital services and data solutions.Balanced Profitable GrowthExpanding geographically and across business segments while preserving margins.Execution ExcellenceDriving process efficiency through digitization, automation, and supply-chain optimization.The strategy defines 18 programs to strengthen future profitability and positions the group for a new phase of scalable growth.Five “Must-Win” Action Fields- Customer-centric technology leadership- Expansion of services and spare parts business- Growth in aerial work platforms as a core pillar- Supply-chain optimization- Process, system and data efficiency- Financial Targets and OutlookUnder Reach Higher 2030 plus, Palfinger aims for by 2030:- Revenue: > €3 billion (organic)- EBIT margin: ~ 12%- ROCE: ~ 15%- Free Cash Flow: > €150 million annuallyNear-term (2027) targets remain unchanged: €2.7 billion revenue, 10% EBIT margin, and > €100 million free cash flow.▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Overnight in the US, Wall St saw a very similar trading day to yesterday's, with the Dow Jones advancing 0.7% to reset its record, while the Nasdaq slipped a further 0.3%, lead once again by reevaluations in the high flying AI sector. The S&P500 meanwhile edged 0.2% higher on the day.Across the pond Europe's strong momentum continued with another day of solid gains. The Stoxx 600 index closed up 0.71%, drive primarily by Germany's DAX and the French CAC, which added 1.22 and 1.04% respectively. The FTSE lagged behind, only edging up 0.1% higher.Asia saw a mixed session, as the Hang Seng and Nikkei added 0.85% and 0.43% respectively, while China's CSI index closed down 0.1%. Locally yesterday, the ASX saw its second straight day of the market opening higher, but ending the day in the red. The ASX 200 slipped 0.22%, despite 6 of the 11 key sectors in the green. Mineral Resources (ASX:MIN) was the biggest winner, with investors impressed by the announcement of a new deal with South Korea's POSCO to sell a 30% stake in its lithium operations for 765 million USD. On the losing end, popular tech stock Life360 (ASX:360) tumbled 13% after reporting lower than expected user growth numbers, and Commonwealth Bank (ASX:CBA) slipped a further 3% after yesterdays sell off as investors continue to weigh the disappointing results. What to watch today:Looking ahead to today, the SPI futures indicate that the ASX will open slightly higher, with a 0.12% gain. In precious metals, Gold and Silver continue to extend their recent rallies, with gold up a further 1.7% to just under $4200 USD per ounce, while silver is trading another 4.1% higher at 53 USD and 30 cents per ounce. Meanwhile, Crude Oil prices have plummeted nearly 4 and a half percent down to 58 USD and 40 cents per barrel, after a recent OPEC report suggested that global oil supply is expected to match demand in 2026, marking a shift from previous forecasts which had predicted a supply deficit. And Iron ore is trading up 0.6% to 104USD and 17 cents per tonne. Trading ideas:Bell Potter has maintained its buy rating on gaming machines supplier Aristocrat Leisure (ASX:ALL) and increased its 12-month price target to $80 per share, based on its forecasted NPAT and EBIT growth from ongoing R&D projects. And Trading Central have identified a bullish signal in Regis Resources (ASX:RRL), indicating that the price may rise from the close of $6.88 per share, to the range of $7.40 to $7.60 per share over a period of just 17 days, according to the standard principles of technical analysis. 

Der DAX schließt bei 23.570 Punkten (-0,7 %), der Euro Stoxx 50 bei 5.568 Punkten (-0,8 %). Belastungsfaktoren bleiben hohe KI-Bewertungen, eine schwach eröffnende Wall Street und die Datenlücke in den USA durch den Shutdown - die Fed-Sicht bleibt unklar. Tech schwach, Autos stabiler nach der robusten BMW-Bilanz. Unternehmen im Fokus: Siemens meldet einen SBB-Auftrag über bis zu 200 S-Bahn-Doppelstockzüge (im Volumen von 2 Mrd. CHF). Rheinmetall gründet mit Iceye ein Joint Venture (JV) für SAR-Aufklärung. Tesla-Aktionäre stimmen mit > 75 % für Musks Vergütung - Chance auf Paket bis 1 Billion USD. Aumovio erhält die Export-Freigabe für Nexperia-Chips. Kurzarbeit in Deutschland wohl abgewendet. Daimler Truck Q3: bereinigtes EBIT 716 Mio. Euro (-40 %), EPS 0,57 Euro. Boeing: Gerichtsbeschluss zum 737 MAX-Vergleich, dazu Verkaufszusagen über bis zu 37 787 Dreamliner (15 Air Astana, 14 Somon Air, 8 Uzbekistan Airways). MPS überzeugt mit Q3-Gewinn von 474 Mio. Euro und hebt den Ausblick an.

Der DAX rutscht klar ab und schließt bei 23.734 Punkten, -1,3 %. Wall Street-Schwäche und der Finanzstabilitätsbericht der Bundesbank sorgen für Vorsicht: steigende Kreditrisiken, verwundbare Gewerbeimmobilien und höhere Staatsverschuldung. Euro Stoxx 50 -1,0 % auf 5.611. Gefragt sind Zahlengewinner: DHL überzeugt mit EBIT 1,5 Mrd. Euro, Umsatz 20,1 Mrd. Euro (-2,3 %), Aktie stark. Zalando erholt sich mit bis zu +9,7 % nach Quartalszahlen. DAX-Schlusslicht Deutsche Börse rund -4,3 % wegen EU-Kartellprüfung im Derivategeschäft. Hochtief hebt Gewinnziel an, Rekordhoch 278,60 Euro. Henkel: Q3-Umsatz 5,1 Mrd. Euro, organisch +1,4 %. Bayer meldet ermutigende Finerenon-Daten (-25 % UACR nach 6 Monaten). Aixtron setzt die Rally fort. Tesla-HV im Fokus mit möglichem Vergütungspaket für Elon Musk bis USD 1 Billion. OpenAI-CFO Sarah Friar: IPO vorerst kein Thema. Börsenweisheit zum Schluss. "Die Märkte sind nie falsch, die Meinungen oft." - Jesse Livermore.

Nach einem bewegungsreichen Verlauf schließt der Markt freundlich: Der DAX gewinnt 0,4 % auf 24.050 Punkte. Rückenwind kam am Nachmittag von ADP-Daten: Die US-Privatbeschäftigung stieg im Oktober um 42.000 Stellen und stabilisierte die Stimmung. An der Wall Street bleibt Tech gemischt: AMD schwächer nach vorsichtigem Ausblick, Nvidia leicht im Minus, Intel erholt. Defensive Werte wie "McDonald's" legen zu. Absicherung ist ebenfalls Thema: Gold steigt um rund 1 % auf 3.976 USD. Im Fokus der Firmen: Vonovia zurück in der Gewinnzone mit 3,4 Mrd. Euro unterm Strich. Fresenius hebt dank starkem Q3 bei Kabi die Jahresziele an, das bereinigte EBIT soll nun um 4-8 % wachsen; Q3-EBIT 574 Mio. Euro. BMW verdreifacht den Nettogewinn auf 1,7 Mrd. Euro und erreicht 5,2 % Auto-EBIT-Marge. Volkswagen kündigt einen eigenen Chip für autonomes Fahren in China an. Evotec verkauft die Anlage in Toulouse an Sandoz, potenziell >650 Mio. USD Zufluss. Novo Nordisk senkt erneut die Jahresziele. Toyota meldet ein operatives Ergebnis von 840 Mrd. Yen und bleibt wegen Zöllen belastet. Aixtron profitiert von KI-Fantasie und einer Hochstufung.

In this episode, Matt and Wade welcome Chris Lewis of Baker AG to explore the “sweet spot” in dairy systems and how top operators focus not just on producing more, but on converting resources more efficiently. Drawing on two decades of Dairy System Monitoring, Chris explains how benchmarking pasture, milk, and costs at 10-day intervals enables real-time planning, scenario modelling for feed shortages, and a clear view of how today's decisions impact the season. Chris explains that efficiency, not just high production per hectare, defines success. The discussion breaks down feed and non-feed costs per kilogram of milk solids, highlights how the margin curve favours disciplined management, while signalling the risks of pushing beyond the optimal limit. Chris highlights that the top farms, ranked by EBIT per hectare, succeed through adjustments and systems tailored to their resources. The data shows that high-performing farms can achieve greater productivity while also improving environmental outcomes. 

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

Der DAX schloss nahezu unverändert bei 24.118,89 Punkten (-0,02 %). Inflationsdaten dämpfen die Fantasie: Deutschland meldet 2,3 % im Oktober. Die EZB belässt den Einlagenzins bei 2,0 %. An der Wall Street prägen Tech-Zahlen die Richtung. Alphabet überzeugt. Der Gewinn legt trotz EU-Strafe um rund ein Drittel zu, die Aktie steigt um über 5 %. Microsoft wächst mit KI und Cloud, doch die Erwartungen waren hoch - die Aktie fällt um über 2 %. Meta rutscht um 11,5 % ab und plant einen Jumbobond über mindestens 25 Mrd. USD für allgemeine Zwecke und KI. Volkswagen meldet für Q3 unterm Strich -1,07 Mrd. Euro nach +1,56 Mrd. Euro im Vorjahr. Lufthansa steigt im MDAX über 5 %: bereinigtes EBIT rund 1,3 Mrd. Euro, Überschuss 966 Mio. Euro, Streikrisiken bleiben. Samsung glänzt mit 12,2 Bio. Won operativ (≈ 7,3 Mrd. Euro), knapp +33 %, getragen von Chips und KI-Nachfrage. Anleger bleiben vor Apple- und Amazon-Zahlen vorsichtig. "Risiko entsteht dadurch, dass man nicht weiß, was man tut." - Warren Buffett

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.

In this episode, panelists discuss how global incentives may improve cash flow, increase EBIT and support operational performance. They will provide an overview of how global incentives can deliver benefits across an organization's R&D, supply chain, production activities, sustainability and capital investments.   

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.

Provisionsmodelle im Vertrieb entscheiden über Performance und Planbarkeit. In dieser Folge spreche ich mit Alexander Dosse (Centify) darüber, welche Provision wann passt – und was im Sales einfach nicht funktioniert. Provisionen polarisieren: Von „braucht kein Mensch“ bis „ohne Provision keine Performance“ habe ich alles gehört. Mein Grundsatz: Provision ist ein Führungs- und Steuerungsinstrument, kein Ersatz für Management. Sie wirkt, wenn sie schnell spürbar ist, auf beeinflussbaren KPIs basiert und transparent abgerechnet wird. Genau hier passieren die größten Fehler: zu späte Auszahlungen, falsche Kennzahlen (z. B. EBIT), Deckelungen, die Leistung ausbremsen, und Quoten, die am Team vorbei geplant werden. Gerade im SaaS greifen mehrere Rollen ineinander: SDR, AE, PreSales und CSM. Bewährt hat sich eine gemeinsame Logik mit klarer Rollenwirkung. Ein praxiserprobtes Setup: Der SDR erhält eine Pauschale pro qualifiziertem Termin plus kleinen Deal-Anteil, der AE den größeren Abschlussanteil, der CSM wird über Verlängerung, Churn und Expansion incentiviert. So richten sich Provisionsmodelle im Vertrieb auf Umsatz, Kundennutzen und nachhaltiges Wachstum aus. Vier Bausteine für 90% der Fälle 1) Dealbeteiligung: prozentual am Umsatz/DB mit sauberer Attributionslogik – ohne „Mäuler-Stopfen“. 2) OTE/Quote: variables Zielgehalt (z. B. 70/30 oder 60/40 in DACH; 50/50 häufig in USA/UK) mit Cliff und Accelerators für Übererfüllung. Wichtig: nie nach oben deckeln, sonst werden Deals geschoben. 3) Bonuszahlungen: fixe Beträge für kurzfristig beeinflussbare Aktionen (z. B. „qualifizierter Termin“, „Produktbundle verkauft“). 4) SPIFs: zeitlich begrenzte Sprints zum Monats-/Quartalsende – monetär oder als Sachprämie. Starker Hebel, um Verhalten gezielt zu steuern. Vermeide Fehlanreize: Wer nur nach Marge vergütet, verkauft keine Neueinführungen. Wer erst am Jahresende zahlt, verliert Motivation. Und wer ohne Datenqualität plant, erntet Misstrauen. Darum mag ich Tools, die Echtzeit-Transparenz schaffen: Centify dockt an gängige CRMs an, rechnet automatisch und erlaubt Simulationen für neue Pläne. Umsetzungstipp: Ziele top-down & bottom-up kalibrieren, historische Daten prüfen, Regeln einfach formulieren („ein Satz, ein Beispiel“), monatlich auszahlen – und Kultur nutzen: Rankings, Golden Hours, kleine Wettkämpfe. So entsteht positiver Leistungsdruck statt System-Gaming. Fazit: Das perfekte System gibt es nicht – aber das passende. Mit klaren KPIs, schneller Auszahlung und den vier Bausteinen setzt du Provisionsmodelle im Vertrieb so auf, dass sie Wachstum wirklich treiben.  

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.

In Episode 37, of Season 5 of Driven by Data: The Podcast, Kyle Winterbottom was joined by Ash Dhupar, Chief Data & AI Officer at Analog Devices (Fortune 500) where we explore how data leaders can link their work directly to measurable EBIT and revenue gains, and how the Chief Data Officer role has shifted from “data quality” to “profitability driver.” Ash shares a real life example of unlocking $50M in yield improvements by connecting siloed manufacturing data, and why predictive AI is key to stopping costly waste before it happens. We unpack the importance of the three-legged stool; balancing technology, business alignment, and process change, and why CDOs must own delivery end-to-end to shift the outdated perception that data is “just reporting.” You'll hear why scaling AI demands new skills, how too many “chiefs” has slowed progress can slow progress. We also discuss why agentic AI at scale is still 18–24 months away, and how AI-first strategies can multiply EBIT impact by 2–10x to create lasting competitive advantage.Thanks to our sponsor, Data Literacy Academy.Data Literacy Academy is leading the way in transforming enterprise workforces with data literacy across the organisation, through a combination of change management and education. In today's data-centric world, being data literate is no longer a luxury, it's a necessity.If you want successful data product adoption, and to keep driving innovation within your business, you need to start with data literacy first.At Data Literacy Academy, we don't just teach data skills. We empower individuals and teams to think critically, analyse effectively, and make decisions confidently based on data. We're bridging the gap between business and data teams, so they can all work towards aligned outcomes.From those taking their first steps in data literacy to seasoned experts looking to fine-tune their skills, our data experts provide tailored classes for every stage. But it's not just learning tracks that we offer. We embed a deep data culture shift through a transformative change management programme.We take a people-first approach, working closely with your executive team to win the hearts and minds. We know this will drive the company-wide impact that data teams want to achieve.Get in touch and find out how you can unlock the full potential of data in your organisation. Learn more at www.dl-academy.com.

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 of Chit Chat Stocks, we research Joel Greenblatt and what we can learn from the investor who put up 50% annualized returns before fees for Gotham Capital. We discuss:(02:55) Who is Joel Greenblatt?(08:34) Gotham Capital's Performance(11:36) Special Situations Investing(12:34) Understanding Spin-Offs(19:30) Mergers and Arbitrage(23:35) Bankruptcies and Restructurings(32:35) Recapitalizations, Options, and Leaps(36:19) Understanding the Little Book: Quality Stocks at Cheap Prices(41:11) Screening for Value: EV to EBIT and ROIC(49:13) The Magic Formula: Combining Quality and Value(57:59) Lessons from Joel Greenblatt: Complexity and Homework*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is the complete stock research platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

What happens when the biology is strong but the market turns against you? In this week's episode, we break down the Q1 2025 earnings from publicly traded salmon producers across six countries. While fish health remains solid, companies are facing some of the lowest salmon prices in recent memory, dragging down profits, shaking up leadership, and forcing a rethink of what “profitable farming” really means. We dive into EBIT/kg performance across the board, spotlight standout results from Grieg and Salmones Camanchaca, and unpack why Iceland and Canada are at a strategic crossroads. Download our report for Q1 of 2025.For more aquaculture insights head to our Fish n' Bits blog.

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,

Rætt er við Boga Nils Bogason forstjóra Icelandair í tilefni af uppgjör félagsins fyrir árið 2024. Icelandair tapaði um 2,5 milljörðum króna á síðasta ári sem í takti við spá stjórnenda félagsins. Tekjur félagsins jukust um 10 af hundraði í fjórða ársfjórðungi og afkoman batnaði töluvert miðað við sama ársfjórðung 2023. Félagið spáir hagnaði á árinu 2025 uppá 5-8 milljarða króna, sem er þó töluvert undir 8% EBIT markmiði stjórnenda félagsins. Viðtalið er tekið á Mid-Atlantic ferðakaupstefnunni sem fram fór í Laugardalshöllinni.