Podcasts about fundamentals

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Best podcasts about fundamentals

Show all podcasts related to fundamentals

Latest podcast episodes about fundamentals

long range shooting and custom rifle building podcast
EP 86 - Part 4: The 4 pillars to the fundamentals of marksmanship!

long range shooting and custom rifle building podcast

Play Episode Listen Later Nov 26, 2021 47:56


In this episode, we continue on our foundation series and focus on follow through.  Follow through is not an action, but an intentional inaction.  Want to take your shooting to the next level? Follow through is usually the last missing key.  We also discuss BDC turrets and why we don't use or even recommend them along with some updates on the 22 Creedmoor.

Bakes Takes
$MP $RIG $OIH $SOXX $DKNG $SQ $PTON $URNM $TAGS $GME and much more!

Bakes Takes

Play Episode Listen Later Nov 26, 2021 38:37


1:55 Thank you especially Charlie, Justin, Murph. 2:07 Text like I send to my sons. 610-331-4283. 2:37 Not investment advice. Please conduct, and share, your own due diligence. Bakes' Take—Fan Mail! Calls! Questions! 2:52 Basil A., $MP 4:53 Bakes' Take—Hold for now, execute my sell discipline if future short reports or anything else triggers it. 200 dma $34.79 now. $RIG 6:48 RIG—2008 163 peak, so old chart doesn't cover time I owned it. 10/30/20 65 CENTS! Certain analysts at peak and shortly thereafter declared sound fundamentals. 7:52 Bakes' Take—Wait for RIG to break out. The stock will tell you/us if revenue and eps upside is coming. No need to anticipate. 9:54 OIH ETF—Oil services in general. E&P's won't expand capex until stock goes up, Jeff Currie. Thus, this mediocre chart, market response. 10:46 Perspective. '08 $1524 down to $66 last year. Stocks go down too. 11:10 More perspective. '08 $170+. 20 to $80 last 12 months. Energy service stocks don't care yet. 11:45 Bakes' Take—Too soon for oil service. 11:54 From recent show. Murph—Big down volume a warning sign. Still respecting 200 dma 434.54 now. Feels, looks tired. 12:22 Bakes' Take—NVDA, AMD, earnings reports will tell us if enough to keep bull going. I doubt it, but hold this winner for now. 12:43 $463 to $531, +14% plus. 12:58 Murph text NVDA is a beast! $200 to $300 50% in a month! Makes up for INTC. From recent show… $DKNG--$46 to $39, -15%. Earnings didn't drive stock up, what will? From recent show… 15:17 SQ--$248 to $237 not much, but clearly rolling over 15:26 PTON--$101.79. $96.70, $118.10, $105.53 avg. $55.64 now. If your fundamental work gets you out at $150 peak, great. But if not $105 beats $55. Caveat—Scott Galloway has espoused AAPL buying them, about the only event that makes stock go up meaningfully, tax loss selling also weighing. 16:22 $PTON--$37 to $150, $86 to $55 one day -35%. $68 to $80 is now resistance, any time close to that range lot of selling coming. 16:52 PTON $54 BUT…Good example for Bakes' Takes+--I will monitor your stocks/ETF's alert you of buy and sell points. I will help you lock in profits and AVOID LOSSES. What else would you like? 17:22 Charlie S.--Fidelity Trend 17:49 Fidelity Founders 18:01 Bakes' Takes—HOLD both, expensive leaders but still working! If long term retirement money ignore. If more speculative additional investments, watch the moving averages and my sell discipline. 18:29 Bakes' Takes—My Themes/Groups 18:35 !WIIW! 19:28 +18%, no 15% losers. URNM 213% since 7/25/20, +123% ytd 20:23 Murph—$URNM, $TAGS 20:21 $URNM 21:57 $TAGS 22:29 Bakes' Take—Hold URNM, TAGS $SPY Volume concern, wary bull 23:36 Bakes' Take—My hedge fund. Yours? Stocks do go down. Make you money in up AND DOWN markets. Most of you haven't seen. Please refer friends and stay tuned. Bakes' Takes—WSB 24:45 $177.51 200 dma, volume picks up on up days. Fundamentals don't matter. 25:12 Bakes' Take—Hold GME for now, be ready to sell 1/3. Bakes' Take—Podcasts of the Week! https://podcasts.apple.com/us/podcast/ges-three-way-split-facebook-scraps-sensitive-ad-targeting/id1073226719?i=1000541591771 25:52 Pivot, Prof G--20 minutes, AAPL, NKE buys PTON, SQ buys TWTR becomes BABA https://podcasts.apple.com/us/podcast/e55-valuing-crypto-projects-rivian-worth-$100b-inflation/id1502871393?i=1000541677029 26:47 All-in, 10 minutes Chamath, Bezos, Musk, selling. 1:06 China Taiwan. Bakes' Take—Reporters of the Week! Bloomberg Green—Dan Murtaugh, Krystal Chia 30:52 Business Insider, Donny Kwok, Anne Marie Roan Tree Reuters Josh Horwitz, Brenda Goh 31:28 Business Insider—Huileng Tan 39:29 Bakes' Take—It was Evergrande only. Now Kaisa, Country Garden, Vanke. Contagion indeed. 33:20 James Mackintosh, WSJ—Inflation has broken up through prior resistance. Trends tend to persist. James is right. 34:02 Bakes' Take—Market presents inflation winners. Don't need to guess ahead of time. 34:31 Bakes' Take—Charts/Tweets/Posts of the Week! 34:45 James Bianco, AIV beat TSLA? Good news priced in? 35:25 If US rates, do anything like this, +1.7%, gray swan! 36:25 Bakes' Takes—Consider what's priced in? Charts help. Listen for lopsided commentary. Bakes' Take— Newsletters of the Week 36:35 Larry McDonald, Bear Traps Report—Top two Chinese RE firms bonds getting crushed. 36:56 Bakes' Take—China slowing is neutral to bearish for US stocks, not bullish. 37:06 Bakes' Takes YouTube Channel, Twitter @BakesTakes_ , bakes@bakestakespodcast.com 37:34 Bakes' Much-needed levity… https://podcasts.apple.com/us/podcast/kissing-butts-and-taking-names/id1434904509?i=1000539847660 https://www.youtube.com/watch?v=DkZY3oifV68 Anthony Jeselnik Roasts Pete

BRIDGE Radio
#173 Tomas Ramirez III: Biblical Christian Fundamentals

BRIDGE Radio

Play Episode Listen Later Nov 26, 2021 49:24


In this episode of Bridge Radio, we are joined by Tomas Ramirez III, author of Biblical Christian Fundamentals: The Foundational Truths of the Christian Faith. Tomas Ramirez III is a successful trial lawyer and Justice of the Peace in Medina County, Texas, bordering San Antonio's Bexar County. At approximately 30 years of age, Tomas began a comprehensive study of the Holy Bible in order to know the truth about God. Since that time, he has continued to study the Bible daily, and has been a teacher and supply preacher since 1997.    

The Oncology Nursing Podcast
Episode 183: How Oncology Nurses Find and Use Credible Patient Education Resources

The Oncology Nursing Podcast

Play Episode Listen Later Nov 26, 2021 33:56


ONS member Amanda Sarafin, BSN, OCN®, MSN/Ed, nurse manager at Mount Sinai Health System in New York, NY, joins Stephanie Jardine, BSN, RN, oncology clinical specialist at ONS, to discuss how oncology nurses and patients can find reputable educational resources during all stages of cancer care. Music Credit: "Fireflies and Stardust" by Kevin MacLeod Licensed under Creative Commons by Attribution 3.0 Earn 0.5 contact hours of nursing continuing professional development (NCPD) by listening to the full recording and completing an evaluation at myoutcomes.ons.org by November 26, 2023. The planners and faculty for this episode have no relevant financial relationships with ineligible companies to disclose. ONS is accredited as a provider of NCPD by the American Nurses Credentialing Center's Commission on Accreditation. Episode Notes Check out these resources from today's episode: Complete this evaluation for free NCPD. Oncology Nursing Podcast Episode 43: Sharing Patient, Provider, and Caregiver Resources ONS Voice articles on patient education ONS book: Cancer Basics (second edition) ONS book: Chemotherapy and Immunotherapy Guidelines and Recommendations for Practice ONS book: Fundamentals of Chemotherapy Immunotherapy Administration ONS book: Standards of Oncology Education: Patient/Significant Other & Public (fourth edition) ONS IVE Drug Education Sheets ONS Oral Chemotherapy Education Sheets ONS Safe Handling of Hazardous Drugs Learning Library ONS Survivorship Learning Library ONS videos for patient education American Cancer Institute resources on treatment and support Medscape oncology resources National Cancer Institute resources for patients National Comprehensive Cancer Network patient resources To discuss the information in this episode with other oncology nurses, visit the ONS Communities. To provide feedback or otherwise reach ONS about the podcast, email pubONSVoice@ons.org.

The Sales Hacker Podcast
Friday Fundamentals 152: Marley Majcher

The Sales Hacker Podcast

Play Episode Listen Later Nov 26, 2021 7:17


Friday Fundamentals 152: Marley Majcher

The Avian Behavior Podcast
What are the Fundamentals of Animal Training?

The Avian Behavior Podcast

Play Episode Listen Later Nov 24, 2021 37:22


In this episode, we talk about how our training ethos shapes every interaction we forge with the birds in our care. There are some great ways that we can build our foundation through a firm understanding of the animal training fundamentals, so let's get into it! How do you start training before you even start **training**?? On the show notes page, we have our Black Friday coupon codes for those that are listening upon release and the links for Patreon and our free workbook for the fundamentals course. Check out your free guide to where you are with your fundamentals https://avianbehaviorlab.ck.page/fundamental https://www.patreon.com/avianbehavior 

Faster - Podcast by FLO
Faster - Podcast by FLO - Episode 70: Getting Faster With Matt Dixon & Purple Patch Fitness

Faster - Podcast by FLO

Play Episode Listen Later Nov 24, 2021 69:14


What if someone were to take a practical vs a technical approach to training? What if you looked at how to fit training into your life instead of how to fit life around your training? Could you train less and achieve more? Today on Faster we talk with well-known coach Matt Dixon from Purple Patch Fitness who delivers high-performance triathlon training for time starved athletes. We discuss Purple Patches theories on training, movement analysis, nutrition & hydration, strength training, and much more. Listen to this episode to learn how taking a balanced approach to life and training can make you faster.Watt Points: 30-40 or... (101 with smile points )Extras from MattFree Training Resources HERE (includes Fundamentals of Running Form, Going Fast on a Flat Course, Free Strength Sessions, Off-Season Workouts, etc)Upcoming LIVE Events with Matt Dixon HEREWebsite - for detailed information on coaching, squad programming, bike fits, swim analysis, live and VOD bike classes, and moreInstagram: @purplepatchfitnessFacebook: @purplepatchfitnessTwitter: @purplepatch

The Jason & Scot Show - E-Commerce And Retail News
EP281 - Mark Mahaney, author and top internet analyst

The Jason & Scot Show - E-Commerce And Retail News

Play Episode Listen Later Nov 23, 2021 55:38


EP281 - Mark Mahaney, author and top internet analyst  Mark Mahaney is Senior Managing Director at Evercore ISI, Research Division, he's one of the original and longest lasting internet analysts on Wall Street. He recently published “Nothing but Net: 10 Timeless Stock-Picking Lessons from One of Wall Street's Top Tech Analysts.” We cover a variety of fun topics including the beginning of his career with with Mary Meeker. His initial evaluation of EBay. His long positions on Amazon, Netflix, and Priceline, and butting heads with Jim Cramer over Google. We also discuss what's next for Amazon, and where the best investments of the future might be. Episode 281 of the Jason & Scot show was recorded on Thursday, November 18th, 2021 http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Transcript Jason: [0:00] Welcome to the Jason and Scot show this is episode 281 being recorded on Thursday November 18 20 21. I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-host Scott Wingo. Scot: [0:16] Hey Jason and welcome back Jason Scott show listeners. Jason as you and the listeners know I am a huge scene in b.c. junkie and you can't turn on CNBC Durning Earth during earning Seasons without seeing Mark mahaney he is one of the top internet analyst. He was actually on recently talking about the artist previously known as Facebook meta Mark has a new book out called quote-unquote Nothing But net and is joining us tonight give listeners an early peek of what is sure to be the best seller in the bookmark covers some of our favorite companies including Amazon Apple Facebook / meta Google Netflix Twitter and Uber Mark welcome to the show. Mark: [0:56] Thanks for having me on guys. Jason: [0:58] Mark we are thrilled the chat with you is you know Scott is a huge Amazon fan boy so I anytime he gets a chance to talk Amazon he's excited. And I'm super excited because after tonight show I'm going to be smart enough to get rich like you and Scott so that's pretty pretty exciting for me. But before we jump into all that we always like to give listeners a little bit of a feel for our guests background and in your case I know I think you're officially the the oldest analysts on Wall Street is that true. Mark: [1:29] Well that's the oldest and longest lasting internet analyst on Wall Street but I don't look the part so how about we do that yes I've been covering Internet stock since 1998 do a series of bank said I started, working with this tremendous analysts her name was Mary Meeker her name is Mary Meeker and started the first Friday I was on Wall Street I got a call from the CFO of this tiny little online auction company that sold Pez dispensers and was looking to see whether any banks would be interested in their IPO that company was eBay so I wasn't there at the beginning of the internet but I was there pretty close to the beginning of the commercial for the public market to internet and it's been a fascinating ride and I thought there were a lot of lessons I could draw both from the successes the market and failures in the market and my personal successes and failures as a stock picker. Scot: [2:20] Cool what's so name some of the firm's so in my recollection you've probably worked at six firms like how many firms have you worked out over or that career. Mark: [2:30] Yeah now I don't want you to think I you know I jump around too much but I started off at Morgan Stanley also worked at Citibank Royal Bank of Canada. A small boot wonderful Boutique called American Technology research and I'm currently at evercore isi but I've been doing nothing but net. Hence the title of the book that's been my email tagline or always online is one of those two it's been my email tagline for 25 years but nothing but net and that's just doing my best to try to stay ahead of these internet stocks the early ones the the eBay's the Amazons the Yahoo excite if you might remember them infoseek. And then and then AOL and then and then later on some of the more Dynamic ones came out ended up with names like uber including most recently one you talked about Warby Parker so it's been a fascinating span and arguably one of the most dynamic. Parts of Wall Street I guess if you were working as an analyst on Wall Street. Or portfolio manager portfolio manager if you could have picked two sectors to be a part of to track over the last 25 years one of them has to have been the internet just how explosive it's been a been plenty of – explosions in there but there's been some wonderful wealth creation the other sector would probably be software just just too wonderful Industries I got lucky I was I was part of the internet. Scot: [3:49] Yeah I'm glad you didn't pick Mall Focus treats that would have been a bad choice. So you know as Jason mentioned there's kind of this auspicious title that you have of the oldest I would say wisest and most longest lasting internet unless. Tell us about some of the as you reflect in the book is kind of got some really good stories and you've been kind of on the front row seat of a lot of cool stuff maybe tell us what was your worst pick and best pick in the span of the career there. Mark: [4:22] Well I had a sale on Google it close to its IPO I was brought on to CNBC show and told by none other than Jim Jim Cramer that I was an analyst with a three-egg omelette on my face because of my cell phone call he was right I was wrong so you know one doesn't pretend one doesn't tend to forget moments like that on public television being told that you know you're pretty much an ass. But it does happen you know there are axes and then there are you know others and so I made plenty of mistakes I had to buy on Blue Apron although the lessons from that turned out to be different than I thought I got the call wrong but the lessons were different than I thought I kind of dissect that a little bit in the book. So those are some of my some of my worst calls I think my to my three best calls have frankly been sticking with a buy on Amazon for pretty much the last 15 years Netflix for the last 12 years and Priceline and now now booking for. [5:18] For a solid 12 years both Netflix of all three of those were really decades-long S&P 500 Best in Class stocks for a variety of different reasons and in the book I try to call out what were those reasons what were the what's that what's the pattern recognition so that you know we as investors can find the next Netflix and the next Amazon doesn't mean and Amazon and Netflix can't perform well from here but what are the things you can see in common that can help you as a stock picker you know kind of see ahead what really kind of started a lot of the the insights the idea of the book was this wonderful book that was written in 1980 called that one up on wall by Peter Lynch kind of a Bible or primer for anybody really looking to invest invest in the market with some wonderful advice and I really had any wrote it based on some wonderful examples of successful stocks and companies of his generation and I thought somebody needed to write one about our generation and you know these phenomenal money-making we know wealth-creating stocks that have. [6:19] That have soared the charts top the charts over the last 20 10 5 and even two years that have been dramatic dramatic winners from the covid crisis to I try to keep it long term in duration and frankly that's one of the big lessons I have in my book is. Is you know long-term I've found stocks do follow fundamentals they just do companies get bigger more Revenue more profits their stocks go higher almost always that's the case if you're a patient long-term investor so you can make money just investing you don't need to day trade and I think that was the last thing that really inspired me to write this book there about 15 million new. [6:53] Trading accounts that have opened up over the last two years you know the mean Traders the Robin Hood accounts and I just wanted to step back and say look you can have very good returns in the markets by buying high quality companies especially Tech and growth companies you don't have to day trade you can sleep better at night I got plenty of examples of companies that created wonderful. Shareholder returns over time and their stories you can take your time and really understand and stick with and anyway that's it this is this book is a little bit of little bit of personal Memoir but really more of a history of the Great. Companies and the ones that failed and then what are the lessons you can draw to apply going forwards. Jason: [7:32] Got it so I know it's not in your coverage area but you would have a buy on GameStop is that what you're saying no. I Nostalgia requires me to ask though I am staring right now at a pets.com. Puppet still in the box that's like sort of a Memento I have on my on my desk like we're you covering like those guys at the at the. Dot-com boom. Mark: [8:00] No no I didn't but I refer to that in the book and I make this I draw the comparison you know pets.com and smoke you know pets.com went public with trailing 12 month month revenues of 5 million I don't know if you heard that right five million dollars. [8:16] Trailing 12 months they had been an operating company for under two years I mean how that thing got out you know in hindsight is is is pretty shocking but wait a second go you know go forward 15 years and what came out. To e.com chewy.com went public with 3 billion in trailing sales and you knows the same sort of basic value proposition to Consumers it's just that the market was a lot bigger it allowed for a lot more scale and a bunch of other things came out o like cell phones smartphones cloud computing which allowed companies to scale up at much lower costs and so the markets really were proved out at that you know the time of pets.com there were three unknowns is there really an internet Market are there really good management teams and other really good business models today the first question is emphatically yes they are huge Market opportunities and they've been proven in in the Internet space advertising retail entertainment a lot of different ways you can cut it and there's some business models have generated enormous amounts of free cash flow and then there are yes of course there's always a few select excellent management teams who find that right combination it can be it's proven to be a great path to making money in stocks and chewy has been a stock that I've really liked since its IPO even though it's the next pets.com and that's the cynicism that people be placed in front of it when they went public. This was a very different puppy. Jason: [9:39] Yeah it does it seems like timing it seems obvious but timing is such a big. Part of all that you referenced Peter Lynch and I know you know there's. There's all the old Netflix stuff I actually started my career at Blockbuster entertainment and so in my in my industry everyone makes fun of Blockbuster that we got Netflix stand and all those sorts of things and I always have to point out. You know we sold Blockbuster for 18 billion dollars in 1995 like five years before Netflix was invented. Then it was a good business with a good exit you know every every business has it it's it's moment and it's time and you know the the railroads aren't the investment that they once were either. Mark: [10:28] Netflix is a fascinating story so let me let me let me jump to it a little bit you know one of the things the punchline of I asked people if you're going to remember one thing for my book I hope you'll still buy it but if you're going to remember one thing from my book it's dhq it's not DQ That's Dairy Queen dhq is dislocated high-quality companies and. You know time you mentioned timing I was thinking in terms of stock timing I thought those were your going to take us I think it's very hard to the time stocks but you know you can clearly see when stocks are dislocated I either traded off twenty Thirty forty percent so that's usually you know time if you think it's high quality asset and it dislocates them they all dislocate from time to time even the best highest quality names. That's when you can kind of Step In add the positions by the stock knowing that you in a way mitigated some of the valuation risk as investors your tries an investor you're trying to do two things mitigate valuation risk and mitigate fundamentals risk you know the chance that Revenue falls off a cliff margins get crushed the way you mitigate that fundamentals. Risk is to focus on companies with large Tam's excellent management teams great product Innovation and superb customer value prop and Netflix screen so well for me on those four things I'll just take this off super quickly if you don't mind. [11:42] The industry Vision so let's see Reed Hastings invented or started Netflix back in 1997 Netflix the name itself sort of implies that somehow we're going to be doing some streaming thing and this is a 1997 when it would have taken you four hours to download the first five minutes of Terminator like there was no streaming Market there but yet. [12:02] That was the premise of the company in 10 years later you know you look at the first initial interviews with Reed Hastings I mean this is where he was going to take the company all along so I was just giving him kudos for industry vision and the fact that he was willing to cannibalize his existing DVD business first dreaming business very few entrepreneurs can do that so management you know checks My Box customer value proposition the best way to tell whether a customer a company has a great value proposition is do they have pricing power will do people love it so much that they'll pay more for starting in 2014 Netflix started increasing pricing just about every other year and there's some ads accelerated that's a compelling that's evidence of compelling value proposition third is this product Innovation and you know they just don't have a lot of things not just streaming but there's a lot of these little tweaks that the side like binge watching you know kudos to Netflix for just rolling out new series all at once I mean practically invented binge-watching and of course you know they sort of invented the streaming thing or the people who founded music really did that but but Reed comes in a close close second on that and then you know I'm finally in terms of Tam's large Tam's total addressable markets. [13:13] You can add it up a couple of different ways but you know home entertainment video consumption it's it's a couple of hundred billion dollars in total you know Market opportunity and then who knows these things come along like smartphones and all of a sudden the majority of usage is on smartphones that tells you that these markets could be a lot bigger than we traditionally thought just like Spotify blew out the market for what really could be music advertising revenue and music subscription Revenue Netflix is did the same thing with me with Video subscription Revenue they blew up the tan they made it a lot bigger so that's right you know I love that story about the stories about Netflix I gave him a tremendous amount of Kudos I think the sometimes people under appreciate just because it's kind of a singular company just you know video video streaming I think they I think they don't get enough credit for what they've done and what they could still do because I think there's still one more one more trick up Reed Hastings sleeve and I think it's gaming and he's reached they've received such so much skepticism about this pivot or missing expansion in the gaming but you know management team to figured out dvd-by-mail streaming original content International expansion mount give them the benefit of the doubt that they can figure out an Innovative new way. To deliver gaming and therefore further increase their value proposition you'd want to stick with a company like that I stick with the stock like that. Scot: [14:34] Ever kind of a random question let's say there was I'll pick something at random a company that was Reinventing Car Care and making it mobile and digital would you call that a dhq. Mark: [14:45] I think that yes yes absolutely. Scot: [14:51] All right leading the witness. I do have to give you Kudos because in the Netflix section you do have a Star Wars reference you talk about the Disney death star which is which is appropriate because they now own the Death Star it's got a part of there is one of their IPs. Mark: [15:09] But by the way that was you know there were a couple of Netflix there's a rocky stock Rocky stock here that's right that's a that's a rocky stock for you it's had there were two times they miss Subs because of uncertainty over the price increases and they got some pushback it was an obvious that they had pricing power but they proved it over time and then they've got this great competitor risk with Disney and I think what the market missed on that this is just kind of leaving aside the book of just talking about stock picks is you know people are going to sign up for multiple streaming services now not now not five six or seven but they'll sign up for two or three if there's original content and they have original content I mean there's some things you will you have to sign up for Disney Plus for if you if people are like use God and you know dramatic. [15:52] Star Wars fans of course you can sign up for Disney plus but you know there's because its original content if you want to watch squid game there's one and one only place you can go for that and you know there's going to be another squid game or you know another show that just kind of breaks through the site-geist and by the way that's where Netflix is so I'll leave Netflix aside but I'm so struck by is this company shapes the Zeitgeist whether they can cause a run on chess board sales worldwide with the Queens Gambit a year ago where they can cause more people start studying Korean on Duolingo a language app which I actually like is the stock because they can you know they've introduced this show squid games like when a company reaches the Zeitgeist when they when they become almost like a lucky lexicon like they become a verb like I'm gonna google that or you know it's the Uber of this that or that you know that's that's something special and those are usually stocks that have gotten very long runways. Scot: [16:44] Yeah and I'm here in North Carolina and we have all these MBA we have all these universities and I was actually speaking earlier this week at MBA class over at Duke. And you know I have this whole little joke track that I do where I talk about my first company was profitable and I learned I could never raise VC because get the TV season that's a your profit we don't invest in property companies so yeah I often joke that I've been doing it wrong and ever since then I haven't made a dime. And I kind of thought it was those funny because you kind of. The internet sector was kind of early before SAS where and you point this out where there's kind of you know what we learned is there is an investor that loves Revenue growth and in a way that the opposite side of that coin is it can actually hurt you if you start to make profits maybe share with listeners that that you know probably many of them come from traditional businesses where that sounds nonsensical maybe maybe explain kind of what happened there. Mark: [17:41] Well I want to be I want to be on to get nuanced here which is you know I that chapter that says the most important thing out there is revenue revenue revenue you know for tech stocks and growth stock. But of course earnings and free cash flow matter it's that sometimes the public market is a lot longer term focused than people give it credit for Netflix is a great example that also is Amazon. I mean those those businesses had if you look at near-term valuation PE metrics price to free cash flow there's no way you would have bought those stocks. But what I think long-term growth investors realized is there's this you know when these get these assets that can grow their Top Line twenty to thirty percent Plus. From scale for multiple years like that can that creates an enormous amount of value over time and it's so rare I came up with something of a 20% rule you know it's one to two percent of the S&P 500 that can consistently grow at from scale their Top Line 20% which is like five times faster or six times faster than Global GDP growth so it's rare for good reasons but those companies dramatically outperformed the market because they're rare and it's not like growth and scale solve everything but geez they solve a lot of things I've yet to see it's got you know you go way back on this I'm sure you had these comments like Amazon will never turn a profit my first year on the street. [19:04] There's a person who's not one of the most influential investors out there put his finger in my chest. And said you know Amazon will never be profitable and you know I guess he must have been writing he was so smart but he was wrong because he didn't realize just what how powerful Amazon could be as it's scaled over time I mean you generate billions and billions in revenue and you can you can run over a lot of your fixed costs as long as you're not selling dollars for 95 cents you know if you're you know if you're selling them for a dollar and two cents and then you get scale against your fixed cost yeah scale will solve just about anything and I look at what happened with Amazon and I've looked at more much more recently its bring it up to up to date to Uber Uber just printed its first free cash flow quarter ever even though it's Rideshare businesses like down 40% since Pre-K covid levels how the heck did they do that because it took a lot of costs out of the business and then they had this delivery business that really scaled so look earnings matter it's just that when we look at tech stocks and growth stocks you know especially early on is IPOs they rarely go public. As profitable businesses the question you have to answer yourself is can they be profitable long-term are there companies that are already you know similar business models that are already are that's one way or their segments of the business that are already profitable. [20:19] Is there a reason that scale can't drive profitability for the company and the fourth what I call profitability Action question that detail this in a book is yo Are there specific steps steps that the management team can take to bring the product the company to profitability so I've yet to see a company. [20:36] And I'm sure there are some but I've yet to see one that hit the public markets that couldn't scale itself to profitability now some blew up. Well you know that's because they couldn't hit the enough scale so that's that's kind of my answer to the question of yes of course earnings and free cash flow matter at the end of the day that's what they're going to be valued on but just watch these companies that they really execute well they can take what looks like really aggressive valuations and overtime those valuations can turn awfully awfully attractive and a lot of times the stock wealth creation goes from point A to point B it doesn't start at point B. Jason: [21:10] Yeah the you know it's you mentioned then the Netflix. Effect on the cultural zygous fun fun stat on Queen's gamut it drove the sale of millions of chessboard and caused hundreds of people to start playing chess. I do one of the things that comes out strongest in in the book to me and that you alluded to upfront is sort of the difference between trading and investing. You know I always have people come up to me and they're like hey you know a lot about these retail companies what's a good investment and I'm like. I have no idea can you can you talk a little bit about sort of what you mean by sort of fundamental investing versus trading. Mark: [21:56] Well I sum it all up in the pithy expression don't play quarters I find playing quarters is almost a Fool's game the number of times I get questions you know what should I buy for the quarter and for little sophisticated institutional investors that could be I've got a position in. [22:15] Amazon or Google or Twitter and you know do I should I be you know heading into the position prior to earnings or you know facing back and adding to it more afterwards okay that's a different setup but if you're just playing a company for that quarter pop the problem is quarterly earnings reactions there's two things that drive them. Fundamentals great get the fundamentals right that it's expectations so the quarter trades are really about expectations you may get the quarter right you may be right that Nvidia or Roblox are going to have super strong quarters because I see how many of my friends kids are all over Roblox you maybe well right on that but you have to know you know what the market is actually expecting and numbers can go Revenue can accelerate but if the bar is higher than that then you're going to see these stocks trade off it happens a lot so I just unless you're unless you're a pro less you're in day in and day out. You know working working these stocks and really have a sense of where the expectations are. I think it's just a Fool's game to play play stocks just four quarters instead you know you want to stick with stocks for the you know you want to find an asset that you think is going to be. [23:29] Materially bigger in two to three years down the road and you think it's high quality based on some of the screens I threw out then stick with that name and don't try to play around the quarters and it's in fact sometimes you can use weakness or strength around the quarter to adjust your position but don't use it too initiator close out a position at the then you fall trap to these expectations game that is very hard to participate in if you're just a regular you know retail investor and you can make just as much money just staying invested in some of these great assets. Jason: [23:59] That is great advice and it's I certainly resonate with the sticking with the Investments I am curious though on the other end of that on the really long Horizon you mentioned you've you've been had a buy on Amazon for like 15 years. Wait. Like are you going to have a buying them for the next 15 years is that how I mean like does there come a point when they achieve their potential and you have to start worrying about them getting on the other side of the Hill. Mark: [24:26] Yeah I think you can I think you can one look for the fundamental towel and so I'm going to I'm going to spin over to another stock I talked about in the book Priceline. Which is actually the single best performing S&P 500 stock for like a 10 year period 2005 to 2015 phenomenal stock travel name everybody knows it William Shatner excetera although they're real secret sauce with what they did in European markets but. But that's a company that you know sustained premium growth like they were growing their bookings in the revenue 40 percent year over year for years and years and years and years and that's what powered that that that stock and when it stopped materially ah performed Market was when the growth rate decelerate it below 20%. [25:10] And so I don't want to you know create a hard and fast rule but I do feel strongly about this twenty percent rule 20 percent you know we're close to it you know don't don't Nick me at 19.8% you know could close to twenty percent is unusual rare growth. [25:23] And the markets usually pay up for that and when you see a company over time either because of Miss execution it happens or Market maturity and their growth rates you know kind of slide below 20% then that's when you reconsider your position that's a simplistic rule as a lot of caveats to that when I see with Amazon here is despite the size of this business I think they're still growing 20% for the next five years so in that if that's the case. [25:48] You know the simple rule of thumb is companies that can grow like. They can I like to see stocks that can double in in three years in order to do that you kind of have to do you know 20 to 25 percent earnings growth that's what a Maps out too. And you know you can double a stock in 3 years your handily beating the market in almost all time periods. And so when I see what it'll change my opinion really on Amazon is if I believe that this company is going to go X growth it's going to go you know well below 20 percent Revenue growth I just don't see that in the next couple of years given how much growth they have in retail in NE ws and cloud computing and in some of these really newer areas that I'm really interested in whether they really can crack the code on groceries and they can that's a large opportunity and business supplies Industrial Supplies I think that's a very underappreciated part of Amazon's business so I don't see myself changing my opinion on Amazon although you don't want things that we talked about this earlier that I love to see your founder LED companies that's no longer the case with with Amazon so that's you know at some level I've got slightly less conviction than the in the by case but I'm going to stick with it as long as the numbers prove out right and long as I can see this path that's consistent 20% Revenue. Scot: [26:59] Yeah and this is kind of breaking out of the book thing but since you brought up Amazon it wouldn't be a Jason Scott show if we didn't kind of double click on that what did any thoughts on the Q2 and Q3 earnings feels like they're slowing down a bit and feeling some of the labor and see what we call Supply pain on the show are you are you getting nervous about it or you think it's just a little one of their little kind of investment phases. Mark: [27:23] I called the six billion dollar kitchen sink that's how much lower their guidance was for operating income in the December quarter then then what the street was looking for like she was looking for close to eight billion and they guided to billions six billion dollar kitchen sink and they threw it all in there wage inflation you know you right you drive that route 95 on the east coast and you'll see Amazon Amazon is hiring Billboards up and down the East Coast Seaboard I did it recently so yeah they're aggressively hiring at higher wages that's impacting their margins there still some covid related cost shipping they're just not able to a sufficiently source and bring in product and so they have to bring in product into the the ports that aren't optimized for their distribution Network so just a lot of. [28:14] Positive blowing up now the question you have to ask yourself as an investor is are those are those cost increases elective structural discretionary temporary it's kind of like which of those are they the more that you can make a determination that the cost bikes are temporary the more you stick with the name if you think there's something structurally changed about Amazon okay that's different I don't think there's anything structurally changed about Amazon and certainly not its competitive position and then the last thing what I really like to see. [28:44] Frankly is this company. I mean the level of investment this company is making its distribution Network you know you talked about Facebook earlier they're dumping 10 billion into the metaverse which I think there's a there there but I don't know Amazon is dumping billions and billions into its own Logistics Network like they're doubling down on their core competency you bet I'll stick with that and what they're going to what's going to come out of that is even faster and faster delivery and they're going to prove out this concept what I call shipping elasticity the faster you ship the more that people are going to use you in a more of their of the more of their wallet and per-share you're going to Amazon's going to get so we're going to actually going to Super up one day delivery and then they're going to Super up super same day delivery and I think they'll be able to just grab more and more and offer more and more products to people so I like those kind of investment initiatives so I think a lot of that margin pressure by the way it was really due to these kind of elective investments in the infrastructure they added more distribution capacity the last two years than Walmart has in its history. That's how aggressive Amazon is being an eye you know my guess is that third we're going to see dramatic market share gains from Amazon in the next 12 months so I like those companies that kind of really lean in bendin and the double down on our core competency that's what the Amazon is doing now. Scot: [30:00] Yeah. The Press is making a lot of noise around Shopify versus Amazon and Shopify is kind of amplifying that with they're arming the rebels and everything. Jason Connor makes our I won't say his thing but he's not a believer in that I think it's kind of interesting in there's definitely no love lost between the company's what what's your take on that is that a real battle or is that just kind of genda by to kind of raise awareness for Shopify. Mark: [30:26] You have a quick point of view on that Scott. Scot: [30:29] I think Shopify becomes a Marketplace adjacent thinks that's crazy Jason what do you what I'll let you state your own opinion. Jason: [30:38] Yeah I mean I think Shopify is a phenomenal company and a good executor so I'm not throwing rocks at Shopify. They're to me they're not a competitor to Amazon they don't acquire customers they have no traffic there there. Piece of infrastructure and a great valuable piece of infrastructure but a piece of infrastructure. Doesn't draw any customers in so I call these people that are like oh man they're like Amazon they have all this aggregated gmv and they could sell ads to it and they can you know recruit more sellers because they have this this audience and all these things will they don't have any of those things they don't have a single b2c marketer. In their company and I would argue that's that's been one of Amazon's Court competencies is they've they use the flywheel to build this this huge audience that they get to sell all the. Their goods and services to so I just I don't think. They compete in any in any meaningful way and I think if Shopify were to try to become a true b2c company like Amazon. It would just be a phenomenal pivot it would be you know. Can't you know obviously they have the resources to fund trying for it but I'm not sure that's the best move for them. Mark: [31:57] Yeah I don't so I Do cover Shopify I've been really impressed with them I don't know them as well as I know Amazon but I've been super impressed. With them and terms of the product development and they are just providing more and more services to small Merchants so I think there's an are now bigger than eBay in terms of GM vo but I can never there's not enough disclosure to figure out so where's that GM D coming because I think some of that probably does come through eBay so a little bit of double counting that goes on in there but it's really impressive what they've pulled together whether they can actually aggregate demand in a way that Amazon has I think that's I think that's unlikely I think that's a very hard thing to do it's possible they do have a shop app I just, yeah I guess that's the action question we often ask ourselves do you think you're going to use the shop app to shop. [32:45] I don't think so I don't think people are going to do that but you know if they can get enough people to do that boy they will have really they will have some really circled it that you know because they got the infrastructure okay they're talking about building out fulfillment and doing fulfillment for people and spending a billion dollars on it sorry my friends you're gonna have to spend a heck of a lot more than a billion if you if you really want to you know compete. Because the bar is getting higher it's not getting lower it's getting higher in terms of funeral the speed of delivery eBay learn this the hard way and so shockfights Memphis spend a lot more than that so anyway there's a lot of wonderful things about Shopify and I don't know whether if you listening to slammed on by if you think they can build up an aggregate an audience I don't think they can so does it make doesn't make it a slam dunk by it's it's you know it's a deep three point shot put it that way. And you're not Steph Curry. Jason: [33:41] I think we're going back to the basketball references in the book. Yeah it you know I tend to agree I'm not I don't think the shop app you know has attracted an audience that uses it for shopping yet it's a shipping trapping tracking app at the moment. But the it is funny like there are lots of companies that facilitate huge amounts of gmv so I think of like. Excuse me and Akamai is a. Is a CDN that's that used by almost every retailer to help help sell stuff right and so if you said well what's the CD the gmv of Akamai well it's bigger than Amazons. Um but that doesn't mean that Akamai can compete with Amazon so yeah I don't know. [34:28] I do want to go back to Amazon earnings just briefly because I you know I think a lot of the Slowdown is kind of a covid blip and I don't know if you ever think of it this way but. They're there their times in history when. It feels like the external factors aren't a big influence and and you know some companies perform really well and other companies struggle so you know there could be a year when you see Home Depot doing really well and lows struggling and you say. There's something special about Home Depot that I might be interested in investing in at the moment it feels like the external environment for retail is having a. [35:07] Sort of a consistent effect on everyone right and so you look at the industry average is you look at all of them is on Spears and they all have sort of the same shape of deceleration. That Amazon has so it's to me it's hard to attribute that to some. Some fundamental flaw in Amazon but there is one thing I noticed this quarter that it was interesting and I wanted to get your opinion about because I know as an investor you like seeing companies that have pricing power. And you know of course Amazon famously raise the price of prime a while back and seems like that was wildly successful this quarter. They've raised the price for grocery delivery there now charging ten dollar delivery fees even for Prime members. And then this week we saw that they made a pretty substantial increase to the cost of f ba which is you know the fundamental service used by almost all marketplace hours and they they just raise the price of that by like five percent and I'm curious do you look at that as a good sign that hey. They have pricing power and they're doing so well that they can command those prices or to me it's a potential warning sign because I feel like Amazon is so. Zealous an advocate of the flywheel in the flywheel is all about driving costs down to get scale up I just was surprised to see some of these like price increases in in you know. Especially grocery which isn't super mature yet. Mark: [36:33] Well I'm not sure really of the answer to your question Jason it's a it's a it's a really good thoughtful question on the on the groceries I think they raised it because the unit economics were just not working for them in terms of grocery delivery that's that's my guess they also you know yet to have that get to really crack the code on the grocery business and so I sort of see that as they tried it and it just can't right size the economics of they got to charge more for it so I read that kind of negatively what did the raising fees to sellers. But my guess is it's a mixture of things but it's largely driven that my guess is that this largely driven off of Just Rising. [37:17] You know Rising infrastructure costs have been rising shipping costs I mean Rising the two costs that they called out specifically on the earnings call my recall is correct is our steel costs because of all of that dish construction they're doing with their fulfillment centers and trucking services and so my guess is that they've they're doing is not necessarily the right size the economics is I think the economics are working but because they want to try to keep their unit economics relatively intact. And that's sort of the way I think they thought about the raising the price of prime it wasn't they did it because they could. It's they did because they sort of had to like the costs are rising it's just that what I found interesting in terms of pricing power is van acceleration in in Prime ads you know post that price increase like that and so does Netflix to me Netflix is essentially raise fees use the fees to you know generate more Revenue by more content is like a flywheel that they've worked with their make the service more bringing more users allows them to get a little bit raised money just a little bit more so it's not so much raising fees to extract excess profits it's raising fees to further accelerate growth and the value proposition is strong enough that they can do that and not lose customers that's that's that that there's this is subtle nuance and maybe it's too salty but but I think it's an important it's important difference it's not it's no it's raising pricing not to raise margins it's raising pricing to fuel growth. [38:46] And when you so either way it's good I happen to think you you want to the the better one is the latter one is a more impressive the latter one is more impressive because you're raising pricing just to Goose your margins you know you just put a Target on your back. Scot: [39:03] Reading the book made me nostalgic and maybe we'll do a little bit of a lightning round but one of the companies you wrote about that I kind of forgot about and those interesting was Zulily I remember when they came on the scene and we were all like. They were all blown away by how fast they could just get product up right they had this thing where they could. They could have most of those kids so they'd get like all these little kid models in there and throw some clothes on them take a picture and then like changed outfit take another so they could do something like you know thousand different products an hour or something. What's your recollection on Zulily. Mark: [39:40] She really is that was one of my calls that didn't work and. So I and I learned some lessons from that I think to me the lesson I drew a to do with value proposition they had wonderful cohort disclosure in their S1 when they went public I mean it was truly impressive. And you know the they also raise kind of an analytical question because the first it's not too dissimilar to stitch fix today the first three or four million customers were extremely happy the question is. Were there another three to four million customers that could be extremely happy and the problem that Zulily faced is that it customer value proposition had one major flaw which is that you couldn't return product if you didn't like it they didn't they didn't accept returns oh I'm sorry there were two problems and there was no Speedy Delivery you know you could get stuff in seven days and 20 days. That was good for the first day of the first three to four million customers who are fine with that you break into the mainstream and you mean I can't return something if I don't like it you mean I gotta wait how many days until I get something like that ended up. [40:45] And it was very hard being the survey you really had to go with gut instinct on that to realize in advance that they were going to hit a wall in their growth. Geez when you saw what happened to their growth rate when they went public it was Triple digits six quarters later they were doing 10 percent Revenue growth they hit the wall because the value proposition. Wasn't strong enough and then they end up going going private that to me was kind of a lesson which is you know the. [41:10] Growth was impressive but that value proposition if it's not if they hadn't they didn't have it nailed down and you knew from the beginning I knew from the beginning what the two Falls were I just I didn't know when it would hit them and hit them earlier than I thought so you know it gives us another reason to really focus on how compelling do you think this value proposition is how many you know will that can the can a customer base double given the existing value prop. And that's one of the big lessons if I spin it a little bit I mean that's to me is and Scott you look through this entire history like you know the first decade of the internet the king of online retail wasn't Amazon it was eBay and they had like six times seven times the market cap of Amazon that's completely changed and why is it change and I think in part it's because of the value prop I mean Amazon just beat him on price selection and convenience year in and year out and that really mattered but a more recent example in my book. [42:02] In literally and figuratively is doordash and GrubHub and that's example many people will will know but grub have that great business model wonderful investor Centric business model High margins and doordash had this you know generating tons of losses but they had the better value prop because they had more restaurants selection and the end of the day that they want and they were able to scale up and generate serve reasonable profits over time that was the case where my quick tag line is you know customer-centric companies. Beat investor Centric companies most of the time in market cap and market share Amazon versus eBay, GrubHub versus doordash those two examples really drilled that less than to me. Jason: [42:48] Yeah I've been fighting those companies because you know there. They're like increasingly overlapping with a lot of my Commerce clients and like you know a big. A big sort of disruption and commerce right now is all these ultra-fast delivery services and you know it seems pretty clear that doordash and Uber are both gonna want to play directly in that space so it seems like some of those those sectors are on a collision course to chase that Tam. Mark: [43:15] I think you're right Jason I also think Amazon I mean you're talking about logistics like that's Amazon's competency so whether you need to. Whether you're going to vertically integrate and do that or whether you going to do that virtually you know Foo you know a gig economy Network. I don't know which which is going to work better long-term but yeah and you know it's going to raise the bar and make it more and more expensive for anybody to operate in that in that segment I have a bias that Amazon in the end wins that but it's big enough of a market it's so early stage that you can have multiple winners for the next five years I don't know that you can have multiple winners for the next 10 years. Jason: [43:56] Yeah there was a funny question in the Amazon earnings call someone asked about ultra-fast delivery in the CFO kind of I thought brilliantly threw some shade on it he's like. He said something to the effect of we like where we are and ultrafast like we have one hour delivery on about 178,000 skews right now and we're you know we're going to continue to scale that and I don't know how many people follow this but all of the competitors in this space are are desperately trying to figure out how to do one hour delivery for like 7000 skus. So so like they're you know they definitely are gonna be able to leverage the infrastructure there and I'm sure they're making some big investments in that space too. Another area that's that's been kind of interesting lately and I know you've been following this little bit is obviously there are all these privacy changes and the depreciation of the third-party cookies and especially the IDF a you know mobile privacy changes. That Apple has instituted and that obviously had a pretty pronounced impact on the value of some companies like Snap recently A View you have a opinion there is that. Is that a blip or is that a systemic change. Mark: [45:08] I think it's a big pothole in the road. But it's not there but the but the it's a big pothole in the road but it's not a bridge that it's not a collapsed bridge that get that mountain out. Yeah so poor that hey yes. Yes it is yeah that's it that's pretty I mean that's a big pothole that idea Fay allowed Facebook to offer amazing attribution to millions and millions and millions of businesses and now that's gone and and and to their credit to Facebook's credit they warned about it for a year two snaps discredit they didn't warn about it ever and so that's why their stock went off you know 22 decline 25 percent whereas Facebook stock even the numbers came in weaker than expected you know kind of fell off to the 3% and by the way then is traded up above where it was at earnings time so what I mean very intrigued by is I think it will be a son of that idea of a. [46:12] You know child of idea say I like I think there's so much at stake here both from the advertising platforms like Facebook you know and Google's to some extent a little bit and Snapchat but also for you know the millions of marketers out there who you don't you were able to thank thanks to Facebook use of people's privacy data you know from right or wrong I mean that's what that's what they they did I mean this help Merchants really know which of their campaigns worked and allow them to you know run creative and that creative could be automatically you know a be tested abcdefgh like 8 times 8 different ways in which ever those creatives work best. You could actually beat successful one of them then you can just pivot all of the dollars behind that one campaign you know campaign h for campaign be your campaign e.e. and that's just a wonderful way to help these small businesses you know really succeed and that's been taken away now you know there's I think there's first a little bit of shock shoot I can't get the attribution I had I'm going to pull a my marketing dollars but marketers got a market. [47:13] And I think you're going to see those dollars come back and my guess is that Facebook and other companies are going to find some way to do. Better targeting they may not quite get to idea that a type of levels but they were going to be able to do some sort of audience targeting they also have a lot of first-party data but they'll be able to do it in a way that doesn't that you know respect people's privacy and yeah you'll see those dollars come back so that's why I referred to as a pothole I it's a big pothole it's but it's not that it's not a bridge that just collapsed you know you're going to be you can they can they got stuck in that pothole more than anybody else but you know the cranes there whatever they're getting a tow trucks they're they're getting out of it they got to do some nobody work they'll fix the car and it'll be back on the road in part because they've got the talent to do it but in part because there are millions of small businesses that are given to going to give them the incentive to do it because they'll get those marketing dollars back once they figure out some of the idea that a. Jason: [48:09] Yeah I always like to remind people that are like The Skys Falling on the advertising industry that you know. It wasn't very long ago that we had much worse targeting than than we have in digital even with idea of a I mean targeting used to be deciding which publication you were going to print your ad in. And they still got a lot of money in the advertising industry so like I kind of suspect that that marketers are going to figure out you know the best ways to invest their money even if it maybe isn't quite as. As real-time as people got used to for a short while. Mark: [48:42] I think you're right Jason. Scot: [48:45] So Mark you in the book you recap kind of this awesome 25-year career and you know one of the things I've learned is if you're in the game of making predictions you know that it's kind of humbling but then you kind of slowly but surely get better at it right you never get to kind of you know a hundred percent but over time you get better and like like for example you learned the lesson of. The companies that are customer focused to do better than investor focused think founder based in that kind of as you as you take those backward 25-year learnings and project them forward what are some of the things that you get excited about looking out the next five or ten years. Mark: [49:23] Well in terms of Trends even the next year or two I think whoever solves. Marketing attribution is going to be worth a lot more in two years than they are today just because there's so many businesses so many marketers that will pay for that. So I you know so that's that's kind of a debt that whoever whoever fills in the pothole that's going to be a very valuable company it's going to be a lot more valuable to years and it is today my guess is that there's gonna be Facebook so I'm interested in that then there's thing this thing called The Medic verse which I don't know this is just virtual reality just renamed do a Google Trends search on metaverse just watch that just spiked up in the last love so you know you kudos to the person who came up with that idea may be excited maybe Jason or Scott maybe was you I. Jason: [50:09] It's just a rebranded second life. Mark: [50:12] Okay and. But but you know the fact that it was two things that kind of struck me there's some pretty big companies throwing a lot of big money at metaverse you know Facebook Microsoft there's a bunch of others and then there's this Roblox generation people young people who are perfectly comfortable living in the meta verse in virtual reality and. [50:38] You know participating in concerts safely and you know and shopping and communicating and entertaining and learning. [50:49] And learning through the metaverse and so you know we knows 8 18 year olds you know get out into the real world you know they're going to be perfectly comfortable in the meadow verse maybe not the way you know not the way that we will naturally be but you know though they'll help us figure it out and so so I'm really intrigued by the metaverse I think it is going to take 5 to 10 years because that to really develop and I'm trying to trying to figure it out who the big winners are but but I'm very intrigued by that. [51:18] Yeah I'm also got one of those oculist you know I've gotten two different versions Generations the it's the iterations of the Oculus Rift and you know i-i've always it's kind of like when I first saw the Kindle you know the first Kindle I ever got was pretty darn kludgy but you know I just love the idea that you could just download any book on the your kludgy device will you know whenever you whenever you were in a Wi-Fi area and and I and you and you just saw how that device got better and better each iteration and so I just think about that with these with these virtual reality headsets I mean they're clumpy their clunky their kludgy it's kind of embarrassing to be have a picture of you taking them but you know just you can imagine already know how much they've improved over the last couple of years and just think ahead is it possible the next five to seven years it's going to be just it's going to be like putting on a pair of sunglasses I think that's what we should be thinking about if you can easily put on a pair of sunglasses and and enter the metaverse and have you know share a virtual you know in presence experience that sounds but that sounds odd or not but you can do that, I think a lot of people will do that and you know the education the work applications around that so I'm very intrigued by that. Jason: [52:28] So you're saying that that could be chewy.com to Google Glasses pets.com. Mark: [52:36] Yes yes I love that yes I hadn't thought about that way yeah and by the way I've got my Google Glass here you know I'm. Got that I got that early version I got the Amazon Fire Phone you know but just be the the early failures sometimes see these I mean they're kind of in the right direction I don't know exactly what there's a there's a backstory to Google Glass that we only partially know but anyway they have the concept is there and and you know the big iterations that these products do get better and as they get better easier cheaper lighter cooler you know like Main Street cooler not Silicon Valley cooler then then markets can appear. Scot: [53:17] I think that's something the three of us have in common I think the three of us are probably the only people that ordered and probably still own an Amazon Fire Phone. Jeff Ellis. Mark: [53:29] And I've Got My Socks.com puppet to it's in my office I put the hits I got it as a warning. Scot: [53:31] I have one of those too yeah we all I guess we all have one of those too. Jason: [53:36] That that puppet ended up being the most valuable asset from pets.com sidenote like I don't know if you followed it but there was there was there was a whole intellectual property fight with Triumph the comedy dog and all that stuff yeah. Unattended value unintended value creation. Scot: [53:53] Mark were you you know we've used up about an hour of your time we really appreciate you coming on the show to tell us about the book when's it come out where can people find it do you do you want them to order from that Seattle bookstore that we've been chatting about. Mark: [54:09] So yeah and thanks Scott Jason I've always enjoyed listening to your show I did tell you it beginning I your analysis recently all birds and Warby Parker I took the heart because I initiated Warby Parker as an analyst but I after after I've seen what your thoughts were on it. So thanks for having me on the show and to talk about the book nothing but Net 10 Timeless stock-picking lessons from one of wall Street's top Tech analyst I just like to nothing but net on a big Hoops fan. And my kids are hoops and that's been my email pack lines there's a lot of meaning for me in that that title it is available wherever fine literature is sold it is available on Amazon it's the it's a top bestseller now and in the business category so I've been I've been just it was just a it was a labor of love for me and throw like a chance to talk with both of you about it because you've lived through the sister just as much as I have and it's fascinating the lessons we can draw from. Jason: [55:01] Well Mark is been entirely our privilege and it's a great sign that you know just halfway through your career you had enough material for an amazing book so I can't wait to read the the sequel after the next half. Mark: [55:13] All right I will talk with will do it again in 25 years. Jason: [55:18] I'm booking it right now. Scot: [55:20] Bring our sock puppet are and pets.com puppets in our Amazon Fire Phone. Mark: [55:24] That's. Jason: [55:25] Yeah everyone else will be living in the metaverse at that point in no one's going to get it but it's cool. But Mark really appreciated your time and until next time happy commercing!

The Privacy Advisor Podcast
A chat with Jim Dempsey about ‘Cybersecurity Law Fundamentals'

The Privacy Advisor Podcast

Play Episode Listen Later Nov 23, 2021 56:26


Cybersecurity is inextricably connected to privacy in countless ways. Like privacy law and regulation in the U.S., cybersecurity stands on a patchwork quilt of rules, laws, regulations and court cases. Stanford Cyber Policy Center Senior Policy Advisor Jim Dempsey has been teaching cybersecurity law since 2015 and worked in the area for decades, whether as an academic, a government representative on the U.S. Privacy and Civil Liberties Oversight Board, or an advocate at the Center for Democracy & Technology. He's long thought about the cybersecurity space and how it matches up to privacy and data protection. In fact, he's thought so hard on this subject that he published a new book with the IAPP called “Cybersecurity Law Fundamentals.” IAPP Editorial Director Jedidiah Bracy recently caught up with Dempsey to discuss cybersecurity's current state of play, the biggest issues companies face from a world burgeoning with adversaries and what to look for in his new book.

The Running Public
Training Tuesday #94: The Fundamentals - Long Runs

The Running Public

Play Episode Listen Later Nov 23, 2021 69:37


Long Runs should be a staple of most runners' programming, but we often let these slide out of use. Let's refresh to ourselves why they are so important!  We talk a good bit about Brakken's race, so skip to 30:00 if you want just the Long Run info!

Latter-day Saint MBA Podcast
Whitney Johnson

Latter-day Saint MBA Podcast

Play Episode Listen Later Nov 23, 2021 49:49


Whitney Johnson is the CEO of human capital consultancy Disruption Advisors, an Inc. 5000 2020fastest-growing private company in America. One of the fifty leading business thinkers in the world (#14)as named by Thinkers50, Whitney and her team are expert at helping people grow their people to growtheir organization.Having worked at Fortune 100 companies, been an award-winning equity analyst on Wall Street,invested with Harvard's Clayton Christensen, and coached alongside the renowned Marshall Goldsmith,Whitney understands how companies work, how investors think, and how the best coaches coach–––allof which she brings to her work in coaching CEOs and C-Suite executives. Whitney works with highgrowth venture-backed start-ups and Fortune 100 companies across a variety of sectors includingconsumer goods, technology, higher education and financial services. In 2017, she was selected frommore than 16,000 candidates as a “Top 15 Coach” by Dr. Marshall Goldsmith.She is the award-winning author of Disrupt Yourself (Harvard Business Press, 2019), a world-classkeynote speaker, and frequent lecturer for Harvard Business School's Corporate Learning. She is apopular contributor to the Harvard Business Review, has 1.8 million followers on LinkedIn, where shewas selected as a Top Voice in 2020, and her course on Fundamentals of Entrepreneurship has beenviewed more than 1 million times.Whitney was the cofounder of the Disruptive Innovation Fund with Harvard Business School's ClaytonChristensen, through which they invested in and led the $8 million seed round for South Korea'sCoupang (NASDAQ: CPNG), currently valued at more than $70 billion. She was involved in fundformation, capital raising, and the development of the fund's strategy.As a former award-winning Wall Street stock analyst, Whitney understands momentum and growth. Shewas an Institutional Investor–ranked equity research analyst for eight consecutive years, rated byStarmine as a superior stock-picker. As an equity analyst, stocks under coverage included America Movil(NYSE: AMX), Televisa (NYSE: TV) and Telmex (NYSE: TMX), which accounted for roughly 40% of Mexico'smarket capitalization.She hosts the weekly Disrupt Yourself podcast (guests have included Simon Sinek, Brené Brown, andZaza Pachulia). She hosts the weekly LinkedIn Live Calm Amidst Chaos and publishes a popular weeklynewsletter. Whitney is married, has two children, and lives in Lexington, VA. For more information,please visit www.whitneyjohnson.com.Links:Disrupt Yourself Podcast: https://whitneyjohnson.com/disrupt-yourself-podcast/Whitney Johnson Books: https://whitneyjohnson.com/books/Whitney Johnson Newsletter: https://whitneyjohnson.com/newsletter/

That Witch Podcast
Episode 24: Fundamentals of Magick, Eclipse Energy 101

That Witch Podcast

Play Episode Listen Later Nov 23, 2021 38:05


Most of us in the spiritual community have encountered the all-too-familiar fear-mongering of the supposedly dreaded: Eclipse. We just experienced a partial lunar eclipse in Taurus, we are upon a solar eclipse in Sagittarius, the energy feels heightened, sporadic change has been sparking in the most unexpected places, and things feel pretty damn...chaotic. But sparks, and change, and even chaos aren't necessarily things to run from and avoid. This energy is actually around us all the time, and the eclipses open a direct portal for us. So, to manifest or not to manifest, that is the question. One of many that will be answered on today's show of That Witch Podcast!In this episode I mention:Solar and Lunar Eclipses by AstroStyleNational Geographic Lunar Eclipse videoThere are just a couple of spots left in my Think & Grow Witch Mentorship! If you're a passionate witch who's ready to take their witchcraft and their bizcraft seriously, get confident with astrology, and start living with magick, visit my site to learn more or submit your application to schedule a compatibility call!A magickal monthly membership is coming your way…Join the waitlist for That Witch School for access to early bird offers and specials.______________________________________________________Follow me on Instagram @thatwitch.nextdoorand TikTok @thatwitch.nextdoor

Shoe-In
#294 Footwear Retail Fundamentals with Chelsea Mueller of FitForCommerce

Shoe-In

Play Episode Listen Later Nov 22, 2021 26:35


Shoe-In welcomes FitForCommerce Senior Consultant Chelsea Mueller as she unveils her three key strategies to successful shoe selling in the current retail environment. No matter where you're selling your shoes - in-store, online, or out of the back of your station wagon - this episode is for you.

Connect Community Podcast
5 Fundamentals Of Greatness | Genuineness

Connect Community Podcast

Play Episode Listen Later Nov 21, 2021 45:07


Have you thought about the importance of genuineness in your life? We all deal with pressures put on us to present ourselves differently than we are; we are pressured to agree when we disagree, to behave and fit the mold, when we feel like we don't fit in. This goes beyond the healthy aspects of developing and growing, and it sometimes pushes many of us to lead a disingenuous life at work and at home. In this message, Pastor JD sits down with Jordan Brown to discuss the importance of genuineness and the qualities we should pursue. We hope this conversation blesses you and inspires you to live better.

Earn Your Leisure
Cliff Notes: HOW TO READ STOCK FUNDAMENTALS WITH WALL STREET TRAPPER

Earn Your Leisure

Play Episode Listen Later Nov 21, 2021 16:28


In this Cliff Notes legendary investor, Wallstreet Trapper breaks down his investment strategy for analyzing companies based on fundamental analysis. #wallstreettrapper #investor #investing  Full Episode: https://youtu.be/ggGoq3KJJdA Link to The Family Pack: https://www.trappinwitheyl.com/ Link to Trapper University: https://www.thetrapperuniversity.com/?affcode=348432_qwoiqliv EYL University: https://www.eyluniversity.com Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

REI Rookies Podcast (Real Estate Investing Rookies)
The Fundamentals of Multifamily Real Estate Investing with Rod Khleif

REI Rookies Podcast (Real Estate Investing Rookies)

Play Episode Listen Later Nov 21, 2021 38:08


Have you ever wondered how much value and actionable information can be crammed into on podcast episode? You about to find out as Rod Khleif delivers and epic RAPID FIRE fundamentals of Multifamily Real Estate Investing! Show notes and links at REIMastermind.net

Paul's Security Weekly TV
Skill Building: CTFs & Computer Fundamentals - Derek Rook - PSW #719

Paul's Security Weekly TV

Play Episode Listen Later Nov 19, 2021 62:06


Derek and the hosts will discuss technologies to build CTFs as well as what types of things to consider while doing so. They will also talk about the computer fundamentals that are often undervalued when entering security.   Visit https://www.securityweekly.com/psw for all the latest episodes! Show Notes: https://securityweekly.com/psw719

The Gospel on the Radio Broadcast with Pastor Jack King of Tallahassee, Florida - Daily Devotional In Depth Bible Study

My goal as a father was that each of my children would walk with God. Now that is my goal for my grandchildren as well. ******* By the way, if you haven't bought a copy of my new book yet, check it out here: https://www.amazon.com/Dreams-Visions-Stories-Faith-Pastor/dp/161493536X

How to Buy a Home
Ep. 62 - 2021 Recap And 2022’s Forecast - Plus, First Time Home Buyer Fundamentals

How to Buy a Home

Play Episode Listen Later Nov 19, 2021 42:38


2021 was a wild ride in the housing market. Post-pandemic buying frenzy, with the lowest mortgage interest rates of all time, created bidding wars and shocking home price appreciation. This episode does a deep dive on the numbers, plus predictions for 2022 and beyond. And we even jump back to some first time home buyer fundamentals, just to be sure we all stay on target.

The Oncology Nursing Podcast
Episode 182: Administer Trastuzumab Infusions With Confidence

The Oncology Nursing Podcast

Play Episode Listen Later Nov 19, 2021 37:45


ONS member Diana Sutherland, MSN, AGNP-C, APRN, OCN®, nurse practitioner at the UC Health Barrett Cancer Center in Cincinnati, OH, and member of the Cincinnati Tri-State ONS Chapter, joins Stephanie Jardine, BSN, RN, oncology clinical specialist at ONS, to discuss how oncology nurses can safely administer trastuzumab chemotherapy and manage its associated side effects. This episode is part of an ongoing series about outpatient oncology drug infusion. The others are linked in the episode notes. Music Credit: "Fireflies and Stardust" by Kevin MacLeod Licensed under Creative Commons by Attribution 3.0 Earn 0.75 contact hours of nursing continuing professional development (NCPD) by listening to the full recording and completing an evaluation at myoutcomes.ons.org by November 19, 2023. The planners and faculty for this episode have no relevant financial relationships with ineligible companies to disclose. ONS is accredited as a provider of NCPD by the American Nurses Credentialing Center's Commission on Accreditation. Episode Notes Check out these resources from today's episode: Complete this evaluation for free NCPD. Previous Oncology Nursing Podcast episodes on outpatient oncology drug infusion ONS Voice article: Antibody-Drug Conjugates Join the Best of Two Worlds Into One New Treatment ONS Voice article: HER2 Therapies May Be Effective in a Variety of Solid Tumors ONS Voice article: Oncology Drug Reference Sheet: Pertuzumab, Trastuzumab, and Hyaluronidase-Zzxf Subcutaneous Injection ONS Biosimilars Learning Library Oncology Nursing Forum article: Administration of Subcutaneous Monoclonal Antibodies in Patients With Cancer ONS book: Chemotherapy and Immunotherapy Guidelines and Recommendations for Practice ONS course: Fundamentals of Chemotherapy Immunotherapy Administration ONS course: ONS/ONCC Chemotherapy Immunotherapy Certificate Genentech patient education on trastuzumab National Institute for Occupational Safety and Health: Hazardous Drugs in Healthcare Settings Trastuzumab package insert (IV formulation) To discuss the information in this episode with other oncology nurses, visit the ONS Communities. To provide feedback or otherwise reach ONS about the podcast, email pubONSVoice@ons.org.

The Sales Hacker Podcast
Friday Fundamentals 151: Veronika Reiderle

The Sales Hacker Podcast

Play Episode Listen Later Nov 19, 2021 6:48


Friday Fundamentals 151: Veronika Reiderle

BNI & The Power of One
BNI 453: Re-Focus on the Fundamentals

BNI & The Power of One

Play Episode Listen Later Nov 18, 2021 14:49


In this week's Power of One podcast we discuss how to get back to success despite all the challenges we face.

Caribbean Cricket Podcast
Batting fundamentals in West Indies cricket - The Monty Desai episode.

Caribbean Cricket Podcast

Play Episode Listen Later Nov 18, 2021 54:39


Episode 52 is here! The thing West Indies fans do best is cuss about everyone and everything and more often than not look for simple answers to complex questions. There is no doubt that West Indian red ball batsmanship has been on the decline in the region for the best part of 5 years. A test side that has shown middling consistency has had to slowly rebuild the batting blocks in order to compete. In that regard it was an absolute no brainer to get West Indies batting coach Monty Desai on the podcast to talk batting fundamentals. If you are listening to this on a platform that allows you to leave a review or rating please do as it helps grow the podcast. If you'd like to support the Caribbean Cricket Podcast you can become a patron for as little as £2 a month - Here You can also find out more about Caribbean Cricket Podcast here - www.caribbeancricketpodcast.com

The Gospel on the Radio Broadcast with Pastor Jack King of Tallahassee, Florida - Daily Devotional In Depth Bible Study

The prophet Amos was part of The Resistance. ******* By the way, if you haven't bought a copy of my new book yet, check it out here: https://www.amazon.com/Dreams-Visions-Stories-Faith-Pastor/dp/161493536X

PT Profit Podcast
Nutrition Fundamentals with EC Synkowski

PT Profit Podcast

Play Episode Listen Later Nov 18, 2021 55:13


On this episode, we have EC Synkowski joining us. She is a biochemical engineer and nutrition specialist, and we talk all about the fundamentals of nutrition. We begin by discussing how to make a diet as simple as possible since people tend to make everything so complicated. When we do that, we can't keep up with the things we should be focusing on. We talked about how she was able to work with people having hard time eating fruits and vegetables as well as why it's hard for people to manage their nutrition properly. EC also talked to me about FODMAP, what that is, and how it affects your body. We break down the difference between Conventional Medicine and Functional Medicine, and lastly, EC talked about children's nutrition and how she helps parents guide their children to a healthy lifestyle. You'll hear:- Why people find it hard to manage their nutrition.- Addressing food anxiety.- Helping parents improve their children's nutrition. Don't forget to leave us a review on Apple Podcasts. About Today's Guest Eva Claire "EC" Synkowski is the Founder of OptimizeMe Nutrition, which delivers B2B and B2C educational nutrition programs without the dogma and gimmicks that saturate the current nutrition market. She holds a BS in Biochemical Engineering as well as two MS degrees (in Nutrition and in Functional Medicine). Additionally, she is a Certified Nutrition Specialist and Licensed-Dietician Nutritionist. EC has been a TEDx speaker and hosts The Consistency Project Podcast. She's also the Founder of the #800gChallenge, in which users add a healthy-daily dose of fruits and veggies each day without any diet eliminations. Yes! Nutrition can be simple, sustainable, and effective. Over 900 gyms have run the challenge for members and more than 15,000 individuals have participated. OptimizeMe NutritionOptimizeMe Nutrition on FacebookEC on InstagramThe Consistency Project Podcast"An El

Carioca Connection: Brazilian Portuguese Conversation.
S07:E20 - Getting sick in Brazil {Practice makes perfect from “The Fundamentals”}

Carioca Connection: Brazilian Portuguese Conversation.

Play Episode Listen Later Nov 18, 2021 6:13


This episode is a little bit different from what we normally do. Today's episode is a repetition audio from our Fundamentals course. Listen and repeat. Practice makes perfect. It may seem a bit boring at first, but if you've learned a foreign language before, you know how important this is. The Fundamentals is a 4-week course covering the foundations of Brazilian Portuguese & culture. We explore many of the common places and situations you are likely to find yourself in Brazil. From restaurants to supermarkets to a variety of accommodations — we've got you covered.You can listen to the entire course & learn along with the worksheets exclusively in our new membership: The Carioca Connection Club.Level-up your Brazilian Portuguese and join the Carioca Connection Club today: https://cariocaconnection.com/

Developer Tea
Focusing On Fundamentals Is Not Repetition, It is Refinement

Developer Tea

Play Episode Listen Later Nov 18, 2021 9:41


Focusing on fundamentals may seem boring, or like a sports catchphrase used to motivate people to practice. The truth is, these fundamentals are still going to be the most important value-making activities of your career. But as you continue participating in them, if you engage with intention, you will not simply be repeating the same thing over and over; you and your environment will change, sometimes as a result of those repeated cycles. You will gain intuition from the practice, and you will peel back layer after layer, developing intuition.

T.Rex Talk
Shooting Fundamentals I Don't Teach Anymore

T.Rex Talk

Play Episode Listen Later Nov 18, 2021 62:29


Lucas talks about some various shooting fundamentals that he used to teach. Video Link: https://youtu.be/UZz4llHPE2QStay connected to us here: trex-arms.com/newsletter/

Connect Community Podcast
5 Fundamentals Of Greatness | Godliness

Connect Community Podcast

Play Episode Listen Later Nov 17, 2021 39:40


When was the last time you thought of Godliness? What kinds of thoughts come to mind when you think of that word? Religion? Accusations? Dogma? If you grew up irreligious, this is a word that is distant and completely disconnected from your vocabulary. It probably sounds like it belongs in a different era. But Godliness is closer to us than we think.  In this message, pastor JD shares why godliness should matter, who it is for, and how to develop it.  We hope this podcast blesses you and helps you live better.

The Gospel on the Radio Broadcast with Pastor Jack King of Tallahassee, Florida - Daily Devotional In Depth Bible Study

God uses simple people. The prophet Amos was a simple man whom God used mightily. ******* By the way, if you haven't bought a copy of my new book yet, check it out here: https://www.amazon.com/Dreams-Visions-Stories-Faith-Pastor/dp/161493536X

The Running Public
Training Tuesday #93: The Fundamentals - Easy & Recovery Runs

The Running Public

Play Episode Listen Later Nov 16, 2021 68:48


New series alert! We're getting back to the basics on Tuesdays, focusing on the Fundamental pieces of running. Today we break down the principles of Easy and Recovery runs. They are very simple and very similar, but they are also the run types most often completed incorrectly!

Fajr Reminders
Islam Fundamentals – 1

Fajr Reminders

Play Episode Listen Later Nov 16, 2021


The post Islam Fundamentals – 1 appeared first on Mahmood Habib Masjid and Islamic Centre - We came to give, not to take..

The Gospel on the Radio Broadcast with Pastor Jack King of Tallahassee, Florida - Daily Devotional In Depth Bible Study

The people appeared prosperous in the time of the prophet Amos, much like America appears prosperous today. ******* By the way, if you haven't bought a copy of my new book yet, check it out here: https://www.amazon.com/Dreams-Visions-Stories-Faith-Pastor/dp/161493536X

Carioca Connection: Brazilian Portuguese Conversation.
S07:E19 - Getting ready for a trip {from The Fundamentals}

Carioca Connection: Brazilian Portuguese Conversation.

Play Episode Listen Later Nov 16, 2021 10:53


On this episode of The Fundamentals, Alexia and Foster talk about the things you need to know regarding accommodations in Portuguese. The Fundamentals is a 4-week course covering the basics of Brazilian language & conversation. We cover many of the common places and situations you are likely to find yourself in Brazil. From restaurants to supermarkets to a variety of accommodations — we've got you covered. You can listen to the entire course & learn along with the worksheets exclusively in our new membership: The Carioca Connection Club.Level-up your Brazilian Portuguese and join the Carioca Connection Club today: https://cariocaconnection.com/

PT Profit Podcast
10 Fundamentals of Growing a Fitness Business in 2022

PT Profit Podcast

Play Episode Listen Later Nov 16, 2021 57:28


The holidays are coming, and 2021 is nearing its end. Time has flown by this year, especially in comparison to 2020! There is no better time to prepare for the upcoming year than right now before you get consumed by holiday commitments and the busiest time of the year for FitPros. As an early holiday treat, I am going to give you the 10 Business Fundamentals of Growing a Fitness Business, an update to Episode 11. I am always learning and evolving, and I wanted to bring you the most up-to-date tips that I would utilize myself within my business. On this episode I will be unpacking topics such as providing your offer's Transformation, your messaging and market research, and what to do after your launch is done. You'll hear me dive into:- One of the biggest mistakes that I made when I started my business.- Copy and how it can help your business.- How clients evaluate the perceived value....and so much more! Don't forget to leave us a review on Apple Podcasts. Join the Facebook community! Are you a new fitness entrepreneur looking to attract clients? Maybe you're looking to dial in your messaging? Or perhaps you're experienced and looking to scale your business? Head on over to Facebook, and request access to my Online Marketing for Fitness Professionals group. Post an introduction about yourself, ask some questions, or let us celebrate your wins with you. BSimpsonFitnessLinks & Coaching Opportunities 10-Day Content Calendar - A free social media content calendar that helps you discover exactly what to post for the next 10 days so that you get your next few high paying clients even with just a handful of followers. Simple Selling - A free Instant Access training designed to help personal trainers, physical therapists, and other health & wellness professionals generate revenue online without resorting to sleazy sales tactics.

Real Estate Investing For Women
Syndication Series #3: Fundamentals Of Investing To Achieve Financial Independence With Chris Larsen

Real Estate Investing For Women

Play Episode Listen Later Nov 16, 2021 30:20


Real estate is the best path towards achieving financial independence. Becoming financially independent means having the choice to do what you want with your time. In this episode, Moneeka Sawyer sits down for some great insights into real estate with investor, author and entrepreneur, Chris Larsen of Next Level Income. We hear Chris narrate what got him into real estate, starting from single family to commercial real estate. Chris also shares his investing strategy and how Infinite Banking works, and how to leverage your insurance policy for cashflow. Drop by and listen in as Chris and Moneeka share valuable information for investors to use.Love the show? Subscribe, rate, review, and share! https://blissfulinvestor.com/podcast/

Jeff Mendelson's One Big Tip Podcast
E180 - Cultivating Company Culture: Ritualizing Fundamentals to Make An Impact | with David Friedman

Jeff Mendelson's One Big Tip Podcast

Play Episode Listen Later Nov 16, 2021 17:37


David Friedman is an award-winning CEO, entrepreneur, author, and public speaker. As the CEO of High Performing Culture, David helps companies across the country nourish their cultures through his operating system. He says great company culture is vital to a successful business, and he's here to tell listeners how they can improve their own with his one big tip. Culture is one of the most important parts of a company - in fact, working on your culture is one of the best things you can do to impact the success of your business, but David says most CEOs don't have a plan to improve it. That's where his culture operating system comes in.In this episode, David focuses on one vital component of his 8-step framework for cultivating company culture. It's all about creating rituals to reinforce the fundamentals that are important to you and your team. This process will make a huge impact on any business, so you won't want to miss it. In this episode[1:00] David gives us a look at his background, discusses the importance of culture in a company, and explains how he came to create a culture operating system. [4:47] David shares the most important parts of company culture to focus on.[7:55] David has an 8-step framework to cultivate company culture. He touches on two vital steps: defining fundamentals and creating rituals around them. [9:30] David explains how to ritualize your fundamentals and shares examples.[12:25] This isn't your typical culture initiative - David says the practical nature of his process makes it resonate with people. Support the show (https://jeffmendelson.com/onebigtip)

The After Dinner Scholar
Music, Mathematics, and Morality in Boethius with Prof. Christopher Hodkinson

The After Dinner Scholar

Play Episode Listen Later Nov 16, 2021 16:36


“For no path,” wrote Anicius Manlius Severinus Boethius, “is more open to the soul for the formation thereof than through the ears. Therefore when rhymes and modes have penetrated even to the soul through these organs, it cannot be doubted that they affect the soul with their own character and conform it to themselves.” Boethius lived from about AD 470 to 524 and is known primarily as a Roman scholar, a Christian philosopher, and a statesman. And it's because he was a scholar, philosopher, and statesman that he became interested in music. Prof. Christopher Hodkinson assigned Boethius' “Fundamentals of Music” to Wyoming Catholic College juniors in the course Music in the Western tradition.

Steve Jones Show
11/15/21 Hour 1 - Steve Says Fundamentals Killed Penn State

Steve Jones Show

Play Episode Listen Later Nov 15, 2021 39:51


Monday 11/15/21 Hour 1 - Steve says fundamentals killed Penn State in the Michigan loss, and Bucknell football coach Dave Cecchini on what his senior class means in a tough season.

Sixam
The FUN in Fundamentals

Sixam

Play Episode Listen Later Nov 15, 2021 61:50


In this episode of the Sixam podcast, we talk about the power of fundamentals in jiu-jitsu, how to turn your oven into a furnace, one of the greatest punk rock bands of all time, and much more!

The Gospel on the Radio Broadcast with Pastor Jack King of Tallahassee, Florida - Daily Devotional In Depth Bible Study

At the time of the prophet Amos, something was rotten. Amos said, "How can two walk together unless they be in agreement?" ******* By the way, if you haven't bought a copy of my new book yet, check it out here: https://www.amazon.com/Dreams-Visions-Stories-Faith-Pastor/dp/161493536X

Preparing Foster Youth for Adulting
Episode 045: Interview with Cheryl Williams with Fundamentals for Foster Care (Austin, TX)

Preparing Foster Youth for Adulting

Play Episode Listen Later Nov 14, 2021 42:59


In this episode, Lynn Tonini interviews Cheryl Williams, Founder and President of Fundamentals for Foster Youth based in Austin, Texas. Cheryl shares her own experience as a youth in foster care, the focus of her organization's mission to send STEM (and art, making it STEAM) toys to youth in foster care and to build in a scholarship program in the future, and much more.

Artificial Intelligence in Industry with Daniel Faggella
The Fundamentals of Enterprise Data Fabric - Unlocking the Value in Enterprise Data - with Daniel Hernandez of IBM

Artificial Intelligence in Industry with Daniel Faggella

Play Episode Listen Later Nov 14, 2021 38:48


Today's guest is Daniel Hernandez, General Manager of Data and AI for IBM. In this episode, we discuss the topic of the access and governance of data. Daniel discusses the concept of a data fabric and what it means from a technology-agnostic standpoint, and how IBM is deploying this approach with their clients. He also shares some of the specific use-cases that IBM is using to bring this approach to life. This episode is sponsored by IBM and is the second in a three-part series focusing on data, data strategy, and data governance. If you're interested in reaching Emerj's global executive audience yourself, be sure to visit emerj.com/ad1 to learn more about our sponsored content offerings.

Patriots Player & Coach Audio
Jalen Mills 11/12: "It comes down to the fundamentals"

Patriots Player & Coach Audio

Play Episode Listen Later Nov 12, 2021 5:49


Patriots cornerback Jalen Mills addresses the media on Friday, November 12, 2021.

Harvest: Greg Laurie Audio
The Refreshing Power of Prayer: Fundamentals of the Christian Life

Harvest: Greg Laurie Audio

Play Episode Listen Later Nov 12, 2021 25:30


We've all had moments of relief when an annoying problem is finally solved. We remove that little rock from our shoe. Or we clean the bird dropping off our windshield. Or someone finally shuts off that incessant car alarm. What a relief! It's refreshing. Well currently here on A New Beginning, Pastor Greg Laurie is highlighting a number of spiritual issues where many of us could use some refreshment. It's foundational insight on the fundamentals of the Christian life. Glad you're along. View and subscribe to Pastor Greg's weekly notes. --- Learn more and subscribe to Harvest updates at harvest.org. A New Beginning is the daily half-hour program hosted by Greg Laurie, pastor of Harvest Christian Fellowship in Southern California. For over 30 years, Pastor Greg and Harvest Ministries have endeavored to know God and make Him known through media and large-scale evangelism. This podcast is supported by the generosity of our Harvest Partners. Support the show: https://harvest.org/support See omnystudio.com/listener for privacy information.

A New Beginning with Greg Laurie
The Refreshing Power of Prayer: Fundamentals of the Christian Life

A New Beginning with Greg Laurie

Play Episode Listen Later Nov 12, 2021 25:30


We've all had moments of relief when an annoying problem is finally solved. We remove that little rock from our shoe. Or we clean the bird dropping off our windshield. Or someone finally shuts off that incessant car alarm. What a relief! It's refreshing. Well currently here on A New Beginning, Pastor Greg Laurie is highlighting a number of spiritual issues where many of us could use some refreshment. It's foundational insight on the fundamentals of the Christian life. Glad you're along. View and subscribe to Pastor Greg's weekly notes. --- Learn more and subscribe to Harvest updates at harvest.org. A New Beginning is the daily half-hour program hosted by Greg Laurie, pastor of Harvest Christian Fellowship in Southern California. For over 30 years, Pastor Greg and Harvest Ministries have endeavored to know God and make Him known through media and large-scale evangelism. This podcast is supported by the generosity of our Harvest Partners. Support the show: https://harvest.org/support See omnystudio.com/listener for privacy information.

The Sales Hacker Podcast
Friday Fundamentals 150: Gianna Scorsone

The Sales Hacker Podcast

Play Episode Listen Later Nov 12, 2021 8:29


Friday Fundamentals 150: Gianna Scorsone

All The Credit
Global Banks: Do Solid Fundamentals Mask Existential Threats from Digital Currencies and Technology?

All The Credit

Play Episode Listen Later Nov 9, 2021 32:11


In this episode of All The Credit, PGIM Fixed Income's panel discusses the latest emerging trends in the global banking sector, which include the rapidly growing interest in central bank digital currencies. Host and Senior Portfolio Manager Michael Collins, CFA is joined by Chief European Economist Katharine Neiss, PhD, and European Investment Grade Credit Research Analyst James Hyde for a conversation on disruptions in the sector, what's driving the ongoing resilience in global banks, and how our team views investment risks and opportunities. Katharine Neiss also recently authored an entry on "The Bond Blog @ PGIM Fixed Income" on the ECB's push for a digital currency, which you can find here: https://pgimfixedincome.blog/behind-the-ecbs-digital-currency-push/. This episode was recorded on November 4, 2021.

We Study Billionaires - The Investors Podcast
TIP393: Fundamentals for Private Deals W/ Brent Beshore

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Nov 5, 2021 56:36


IN THIS EPISODE, YOU'LL LEARN:09:23 - Key lessons in approaching acquisitions.12:27 - What he has learned from breaking bread with the likes of Warren Buffett and Charlie Munger.45:11 - Managing styles and the importance of autonomy.47:33 - Learnings from the private market that translate to the public markets.And a whole lot more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES:Permanent Equity's Website.Brent Beshore's Twitter.Howard Marks' Memos.Howard Marks' book The Most Important Thing.Buffett's Letters.Google.Trey Lockerbie's Twitter.Communicate your ideas in the best way possible with Canva.Remove uncertainty from your portfolio and receive a steady flow of cash all year round with Farmfolio.Get 20% off on Simplisafe's newest Wireless Outdoor Security system and get the first month of monitoring service for FREE when you enroll in Interactive Monitoring.Join OurCrowd and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more.Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.Transform how you drive business results and connect with customers with Snap AR.Trade confidently with BMO adviceDirect. Start trading today with personalized advice with a minimum of just $10,000.Track performance, create custom watch lists, and trade from anywhere with confidence with a BMO InvestorLine Self-Directed account.to more deeply with Blinkist. Get 25% off and a 7-day free trial today.Learn about the next big thing – months before everyone else with Trends. Start your 7-day trial today for just $1.Hear about surprising bank vulnerabilities, learn about crypto thieves, and investigate the old dangers in our new media environment with What the Hack with Adam Levin.Get $50 off your Drinkworks Home Bar this holiday season. Now through December 5, save $50 on the Home Bar with promo code HOMEBAR50.Earn 1-100% back (or a shot at a whole bitcoin) on every purchase with the Fold Spin+ card. Get 20% off the Spin+ annual fee for being a listener of The Investor's Podcast.Provide future financial protection to the people who matter most to you with the help of TD Term Life Insurance. Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.HELP US OUT!What do you love about our podcast? Here's our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.