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Simon Kold er founder af Kold Investments, forfatter og tidligere standupkomiker! Den ældre standup-nørd husker ham måske, imens den opmærksomme Hva så-lytter har måske en klokke ringende - For han er citeret flere gange i podcasten. Derudover er han også citeret flere steder i finansverdenen, men det er hovedsagligt på baggrund af hans bog “On the Hunt for Great Companies”. Vil du høre resten? Så find hele episoden eksklusivt på Podimo:http://podimo.dk/christian
In this episode, we sit down with two exceptional founders. One who is going after the biggest category, and one who created a new category and became its leading player.Vijay Rayapati (Co-founder, Atomicwork) and Khadim Batti (Co-founder, Whatfix) share their hard-earned insights on what it truly takes to build a great company.From closing million-dollar deals remotely to building AI-native organisations and cultivating long-term leadership, this conversation goes deep into the real playbook behind enduring companies.Watch if you're a founder, a team builder, or simply someone who wants to understand how great companies are actually built.0:00 – Trailer01:37 – The Viral Meme Story03:28 – What the Founders Admire About Each Other07:20 – Navigating US–India Work Timings08:39 – Hiring & Retaining Talent15:54 – Why Founders Need Mentors24:53 – When Employees Think Short-Term31:48 – Building Organic Leadership35:58 – Hunger vs Humility39:58 – Building Company Culture44:55 – Why Abolish Designations51:38 – What is Founder's Mentality?54:44 – Large vs New Categories01:00:44 – When Things Go Wrong01:02:41 – Handling Board Pressure01:06:45 – Never Compromise on Customer Service01:13:58 – What to build is becoming harder01:18:57 – FOMO in AI01:25:10 – AI Will Remove Bureaucracy, Not Jobs-------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
This episode is a little bit different: it's with someone whose name I doubt you'll know, but it's a story which, as soon as I heard, I knew I wanted to share with you all on Great Company.Riordan Maynard was a high flying business man until one day it all came crashing down - he doesn't shy away from the crimes he committed - but they resulted in him serving almost seven years in a maximum high security prison in the states for tax fraud. Promised a low-security camp to serve his sentence, instead he was sent to a maximum security prison, he came into contact with real violence and aggression.Riordan doesn't hold back about the realities of life in prison - how it almost broke him, spiralling mentally, and riddled with guilt for leaving his family without provision. But that time away also taught him mental resilience and he has since come out a different man.This is a raw, powerful conversation about accountability, redemption and the strength of the human mind to shift, even when in the darkest of places.You can also follow us on Instagram and Tiktok @greatcompanypodcast and if you've got thoughts, questions and comments, you can email us at greatcompany@jampotproductions.co.ukWhat to expect in this episode:Writing letters from prisonBeating boredom and making the most of each dayHow I became a businessmanBreaking ground in the mobile phone gameHow I ended up behind barsWhen the business started to fall apartThe morning of the arrestThe charges brought against meFirst impressions of prison lifeHow I felt being found guiltyFighting the temptation to go on the runWhy prison was actually good for meHow brutal those first few months inside wereBeing forced into a gang while in prisonWitnessing a prison murderMy first night behind barsThe impact it had on my familyThe moment I realised I could change my mindsetThe Final Eight Questions--THE CREDITSExec Producer: Jemima RathboneAssistant Producer: Gurlina HeerVideo: Jake Ji & Ryley KirbySocial Media: Laura CoughlanGreat Company is an original podcast from JamPot Hosted on Acast. See acast.com/privacy for more information.
In this special episode of Karma School of Business, Sean Mooney revisits insights from previous conversations with some of private equity's most thoughtful leaders. These experts highlight the "elements of value" they prioritize when evaluating companies for investment, offering actionable frameworks and lessons learned across industries, geographies, and strategies. Episode Highlights: 01:11 - Nik Kapauan shares Access Holdings' research-driven approach to identifying segment leaders and defining "what good looks like" in fragmented industries. 07:10 - Rob Konrad discusses the critical role of people and alignment when partnering with family-owned businesses in the lower middle market. 21:11 - Casey Myers emphasizes leadership, product-market fit, and overcoming tech debt for durable, smart growth in software companies. 28:24 - Jonathan Metrick explores the power of identifying superpowers in business and relentlessly prioritizing resources to create competitive advantage. 35:29 - Lisa Ames highlights the importance of ruthless prioritization in marketing, focusing efforts where they create the most predictable success. To listen to Nik Kapauan's full episode, go to https://www.bluwave.net/podcasts/nik-kapauan-access-holdings/ To listen to Rob Konrad's full episode, go to https://www.bluwave.net/podcasts/rob-konrad-alterna-equity-partners/ To listen to Casey Myers' full episode, go to https://www.bluwave.net/podcasts/casey-myers-edison-partners/ To listen to Jonathan Metrick's full episode, go to https://www.bluwave.net/podcasts/jonathan-metrick-sagard/ To listen to Lisa Ames' full episode, go to https://www.bluwave.net/podcasts/lisa-ames-norwest/
In this interview we talk to Simon Kold, author of On the Hunt for Great Companies. We talk about creating value versus extracting it, network effects, as well as specific businesses like Dolby Atmos and Ryanair. We hope you enjoy! *~*~*~*~* ~Speedwell Mentioned Memos~ The Piton Network: Decisions that Simultaneously Support and Limit the Future Decision Space What is a Fair Investment Assumption? What is a Great Business? *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Why Look for Great Companies (4:27) — Becoming a Great Company, Amazon (10:00) — Dolby Atmos (19:21) — Value Extraction (33:48) — Valuation Framework (45:43) — Airline's a Great Businesses? (54:18) — Epistemology -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more! Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~* Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
In March 2025, I embarked on probably the hardest challenge of my life, running from London to Manchester, completing five ultramarathons in five days with Radio 1 for Comic Relief.I don't think anyone anticipated how big the challenge would become - nor did I fully appreciate the scale of what I was undertaking, but needless to say it was a life changing experience and raised £2.26million for an incredible cause.I wanted to bring you - our wonderful Great Company listeners - a bonus episode of the show, to dive back into that week and give you insight into my reasons for running and the toll it took on me mentally.To be totally honest, I've not quite felt fully back to normal since completing the challenge, but I wanted to be open with you all and say that wherever you are, and whatever you're going through, you really are not alone - people are truly amazing and when we support each other, the world is a much brighter place that it can seem. It's ok to admit when you're not OK - in fact, it's more than OK, it's incredibly strong.So, after a few weeks to reflect, here's my open and honest account of that wild week in March, when we ran from London to Manchester.Jamie xYou can also follow us on Instagram and Tiktok @greatcompanypodcast and if you've got thoughts, questions and comments, you can email us at greatcompany@jampotproductions.co.uk--THE CREDITSExec Producer: Jemima RathboneAssistant Producer: Gurlina HeerVideo: Jake Ji & Ryley KirbySocial Media: Laura CoughlanGreat Company is an original podcast from JamPot Hosted on Acast. See acast.com/privacy for more information.
Today's episode is from Mobile Home Park #86 that originally aired on July 16, 2018. The basic steps of creating your own core values and mission statement. In addition, we share in detail our very own core values here at Sunrise Capital Investors (see below). In its simplest definition, values are the fundamental beliefs of an organization, the guiding principles that dictate how people should behave and act. A company's values help people know the difference between right and wrong, and they help companies determine if they are on the right path to fulfilling their overall business goals. Our BEDROCK Principles reflect what is truly important to us. These values drive all aspects of our performance: from planning, to marketing, to operating, to finance, to serving our team members & our customers. Our principles have remained consistent since Sunrise was founded, and they are frequently cited as a reason why our employees love working here. These principles do not change from time to time, situation to situation, or person to person. These Bedrock principles are foundational values that truly stand the test of time and shape our company culture. Sunrise Core Values: Be a Sponge Enjoy the Ride Do the Right Thing Don't be an A-Hole Be ROCK Solid Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team. Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com. Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.
In this episode of the Restaurant Masterminds podcast, host Paul Baron and culture expert Rudy Miick explore how to build a "badass brand" through strong company culture. They discuss the difference between "win-lose" versus inspirational leadership approaches, highlighting that while aggressive culture models can work, their sustainability is questionable. The conversation examines how explicit cultural values drive brand performance, especially in uncertain economic times, with only 23% of employees globally being actively engaged in the workplace. Using Coinbase as an example, they emphasize the importance of clearly defining and aligning culture with brand values, maintaining consistency in practices, and creating supportive processes that attract like-minded employees.#CompanyCulture #BrandBuilding #EmployeeEngagementGet Your Podcast Now! Are you a hospitality or restaurant industry leader looking to amplify your voice and establish yourself as a thought leader? Look no further than SavorFM, the premier podcast platform designed exclusively for hospitality visionaries like you. Take the next step in your industry leadership journey – visit https://www.savor.fm/Capital & Advisory: Are you a fast-casual restaurant startup or a technology innovator in the food service industry? Don't miss out on the opportunity to tap into decades of expertise. Reach out to Savor Capital & Advisory now to explore how their seasoned professionals can propel your business forward. Discover if you're eligible to leverage our unparalleled knowledge in food service branding and technology and take your venture to new heights.Don't wait – amplify your voice or supercharge your startup's growth today with Savor's ecosystem of industry-leading platforms and advisory services. Visit https://www.savor.fm/capital-advisory
In this episode, Jim Forrest shares his journey from bagging groceries at age six to becoming Chairman of multiple high-performing companies. He reflects on formative lessons from his father, early career missteps, and the customer-first mindset that shaped his leadership style. Jim discusses building great teams, the importance of process and strategic focus, and his role in mentoring rising leaders while helping shape a lasting culture of performance and accountability.00:00 Introduction06:14 Customer Focus & Early Lessons12:35 Leadership & Process Thinking18:13 Culture, Boards & Mentorship22:18 Strategy Starts with the Problem30:37 What Makes a Great CompanyListen to our podcasts at:Podcast: https://www.shorecp.university/podcastsThere you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.
In this episode, Jim Forrest shares his journey from bagging groceries at age six to becoming Chairman of multiple high-performing companies. He reflects on formative lessons from his father, early career missteps, and the customer-first mindset that shaped his leadership style. Jim discusses building great teams, the importance of process and strategic focus, and his role in mentoring rising leaders while helping shape a lasting culture of performance and accountability.00:00 Introduction06:14 Customer Focus & Early Lessons12:35 Leadership & Process Thinking18:13 Culture, Boards & Mentorship22:18 Strategy Starts with the Problem30:37 What Makes a Great CompanyListen to our podcasts at:Podcast: https://www.shorecp.university/podcastsThere you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.
In today's fast-paced world, the journey of entrepreneurship can be both exhilarating and daunting. Shanaz Hemmati, a successful female entrepreneur and co-founder of ZenBusiness, shares her experiences and insights on navigating this challenging path. Her story is a testament to the power of resilience, learning, and passion in achieving one's goals.Shanaz believes that failure should not be viewed as a setback but rather as a valuable learning opportunity. She encourages entrepreneurs to ask themselves what they can learn from their experiences, regardless of the outcome. This mindset allows individuals to move forward without being weighed down by the fear of failure.For Shanaz, passion is the driving force behind her work. She defines passion as something that energizes and motivates you to wake up each day excited about what you do. However, that passion alone is not enough—it must be coupled with action. Entrepreneurs must take concrete steps to turn their ideas into reality.At ZenBusiness, she has fostered an environment where employees feel valued and empowered to share their ideas. This collaborative atmosphere not only enhances productivity but also encourages innovation and growth.With over 45% of ZenBusiness employees being female, Shanaz emphasizes the importance of diversity in the workplace. She believes that a diverse team brings a wealth of perspectives and ideas, ultimately leading to better decision-making and problem-solving.Building strong relationships is crucial in the entrepreneurial journey. Open communication and genuine connections with team members fosters a sense of belonging and collaboration. Leadership is about supporting others and creating an environment where everyone can thrive.
Simon Kold, Author of "On the Hunt for Great Companies" and Founder & Portfolio Manager at Kold Investments, joins the podcast to discuss what makes a great company based on his research and writing of his new book, "On the Hunt for Great Companies."You can buy your copy of Simon's new book, "On the Hunt for Great Companies" here: https://www.amazon.com/Hunt-Great-Companies-Evaluating-Durability/dp/1394285744Chapters:[0:00] Introduction + Episode sponsor: Fintool[2:30] Why Simon decided to write the book[4:30] Authenticity of communication as an indicator of management passion / deviations from the norm[12:53] Maximizing shareholder value (pretenders vs. reality) / Founder CEOs / Project IRRs vs. buybacks[23:09] Value capture / over-earning vs. over-extraction[33:47] Industries with staying power / longer-term predictability (example of Alcohol industry) / building competitive advantages ($COST example)[44:42] Premise / value add of the book + final thoughtsToday's sponsor: FintoolFintool is ChatGPT for SEC Filings and earnings calls. Are you still doing keyword searches and going to the individual filing and using control F? That's the old way of doing things before AI. With Fintool, you can ask any question and it's going to automatically generate the best answer. So they may pull from a portion of an earnings call, or a 10k, whatever it may be and then answer your question. The best part- every portion of the answer is cited with the source document.Now- if you've tried to do any of this in ChatGPT you may know that the answers are often wrong or hallucinations. The way Fintool is able to outperform ChatGPT is their focus on the SEC filings. If you're an analyst or a portfolio manager at a hedge fund, check them out at https://fintool.com?utm_source=substack&utm_campaign=yavb&utm_content=podcast280See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer
This week, Inside Business host Ciarán Hancock is joined by Tony Smurfit, president and CEO of Smurfit WestRock, the biggest paper and packaging group in the world.Last month he was chosen as Irish Times business person of the year for successfully concluding a combination of Smurfit Kappa Group with American company WestRock in a $24 billion deal. The Dublin-based company is now the leading player in its sector.Grandson of the company's original founding father Jefferson Smurfit, and son of Michael Smurfit who grew the company to become Ireland's first multinational, Tony has led the business since 2015.During this episode Tony discusses the impact of the WestRock deal on the group over the past nine months, the threat posed by Donald Trump's tariffs, the special challenges of working for a company where your name is above the door, and his plan to make Smurfit WestRock the best company in the world.Produced by John Casey with JJ Vernon on sound. Hosted on Acast. See acast.com/privacy for more information.
This week, Inside Business host Ciarán Hancock is joined by Tony Smurfit, president and CEO of Smurfit WestRock, the biggest paper and packaging group in the world.Last month he was chosen as Irish Times business person of the year for successfully concluding a combination of Smurfit Kappa Group with American company WestRock in a $24 billion deal. The Dublin-based company is now the leading player in its sector.Grandson of the company's original founding father Jefferson Smurfit, and son of Michael Smurfit who grew the company to become Ireland's first multinational, Tony has led the business since 2015.During this episode Tony discusses the impact of the WestRock deal on the group over the past nine months, the threat posed by Donald Trump's tariffs, the special challenges of working for a company where your name is above the door, and his plan to make Smurfit WestRock the best company in the world.Produced by John Casey with JJ Vernon on sound. Hosted on Acast. See acast.com/privacy for more information.
Did you know that until you are truly compassionate to yourself, you can’t be compassionate to any other person?In Episode #192 of The Gathering Room, I’m talking about building compassionate communities—and how a safe, loving, mutually supportive community is probably the most important thing we can ever have, especially during chaotic times.I’ve been reading my way through all the skills that make you a good community creator, and one of my favorites is the book Nonviolent Communication by Marshall Rosenberg, who talks about creating community by first becoming your own good company. We have such an individualistic, fragmenting society where we’re always pitted against each other in competition, but we long to experience moments of beautiful company where everyone feels lifted by everyone else. This kind of community is a basic human need.Marshall Rosenberg says that everything we do is trying to meet our basic needs, and we go off course by trying to meet our needs with things that don’t work. He describes bringing ourselves into that sense of loving community by following a few basic steps: * Identify any “mistakes” or behaviors you’re upset with yourself about.* Notice any shaming language you use around those behaviors (words like “should”). * Understand the need you were trying to meet with those behaviors.* Allow yourself to mourn the fact that what you tried didn’t work.Then, if you can empathize with the part of yourself that was trying to get a need met in an ill-advised way, there’s a kind of embrace that happens automatically—and in that embrace is forgiveness. That’s when, within yourself, you have all of your parts, including what I call the “compassionate witness.” There are all the parts who’ve been trying so hard, and everyone is empathizing with everyone else. There is mutual forgiveness for everything you ever thought you did wrong, and no one is being blamed. That’s the way into being your own best company. And from there on, Marshall Rosenberg tells us, everything is play.To find out more about forgiving yourself, becoming your own best company, and creating supportive, compassionate communities, tune in for the full episode. I’ll also guide you through my Space, Silence, and Stillness meditation with a special focus on bringing your inner collective into loving harmony. Join me! CONNECT WITH US Follow Martha on Instagram The Gathering Room Show Notes Join Martha for a Live Episode of The Gathering Room via Facebook See omnystudio.com/listener for privacy information.
In this episode, we dive into the keys to building a thriving company culture and establishing clear, high standards that drive success. Learn actionable strategies to inspire your team, foster collaboration, and create an organization where everyone thrives. Whether you're leading a small business or a growing company, this episode is packed with tips to elevate your workplace culture and standards. Get Brian's Free Newsletter https://www.lawntrepreneuracademy.com/ LMN Mastermind Sessions (Use code Brian). LMN Landscape Software (Interested in checking out LMN and giving it a free Trial? Use our link or the code "Brian" to get the best savings and signup experience possible). Brian's Lawn Maintenance On YouTube Brian's Lawn Maintenance On Instagram www.brandedbullinc.com www.CycleCPA.com mention code: Brian to save $200. www.PostcardMania.com/Brian Zero to $100K!: The Complete Guide on How to Start a Successful Lawn Care Company Brian's Lawn Maintenance "MERCH" Our Affiliate Partners: www.EquipmentDefender.com (Brians10 Save 10%) www.KujoYardwear.com (Brians10 Save 10%+Free Shipping!) www.ISOtunes.com (Save 10%) https://bit.ly/3wzhaI4 www.ProvenLocks.com (Brians10 Save 10%) www.DarwinsGrip.com (Brians10 Save 10%) www.Plow-Right.com (Brians10 Save 10%) www.Ballard-Inc.com (Brians10 Save 10%) www.EarthWay.com (Brians10 Save 10%) www.RhinoHitch.com (Brians10 Save 10%) www.SureCanUSA.com (Brians10 Save 10%) www.ComfortTrim.com (Brians10 Save 10%)
In this interview, we talked with Barry Schwartz and Ernest Wong from Baskin Wealth Management on their investing philosophy and we cover a great variety of businesses. We discuss if you can quality invest in the energy sector, high multiple stock valuations, Costco vs Transdigm, how to rebase expectations, and differences in management of a fund versus seperately managed accounts, as well as much more! We hope you enjoy! *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro (0:51) — Baskin Wealth Management and Investing in Great Companies (4:38) — Fund Structure versus Separately Managed Accounts (SMAs) (12:12) — Where to Base Expecations? (21:57) — Can you Quality Invest in Energy? (32:31) — How to Deal with Terminal Value, High Multiple Stocks (39:08) — High ROIC companies with limited reinvestment runway (42:58) — Can you Overextract Consumer Surplus? Transdigm vs Costco (52:02) — Portfolio Allocation (55:17) — Mistakes and When Quality isn't Quality, Paypal circa 2021 (1:06:19) — What Makes a Terrible Investor? (1:11:49) — Conclusion -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more! Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~* Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
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In this podcast episode, Dr. Jonathan H. Westover talks with Jeff Eschliman about the secret to building great company culture. Jeff Eschliman is an executive coach with 30 years of experience from combat in Iraq to the corporate boardroom. Personal development, consistency and a tenacious work ethic are hallmarks of Jeff's leadership style. Jeff communicates crystal clear vision and bold expectations with his collaborative approach. Jeff is a sought-after expert for building and scaling results driven teams. He believes hiring the right people, equipping them with the tools they need to be successful, and then holding them accountable for results is the secret to exceptional business success. He knows creating culture through attracting top talent, intentional on-boarding and rigorous top-grading are critical for winning with people. Jeff believes in helping you find the same harmony in your life that he creates for his clients by using his zen for success model. Through his system of careful planning and continual reflection, he's able to slow down the chaos of modern life. Guided by his one-page plan for life, Jeff helps bring your vision for the future into an actionable, methodical plan where success and harmony coexist. Check out all of the podcasts in the HCI Podcast Network!
What you need to know about Mutual Funds, Investing in Great Companies not Growth Stocks, Financial Planning ideas
What you need to know about Mutual Funds, Investing in Great Companies not Growth Stocks, Financial Planning ideasSee omnystudio.com/listener for privacy information.
Happy New Year! To celebrate the end of Great Company's first chapter after 40 episodes we're treating you to something special. For this bonus episode, the tables are turned, and I'm in the hot seat! Producer Jemima, who's been there through it all, takes the reins to interview me!I open up about my time on Made in Chelsea, sharing how it shaped me, strained relationships, and led to social anxiety that pushed me to rely on alcohol as a crutch. We also tackle the topic of babies - a big step I'm finally ready for after years of fearing the permanence and responsibility of parenthood. And finally, I reflect on my deep desire to be liked and that need to be remembered, rather than forgotten, which has motivated me to keep pushing forward.This episode was a bit out of my comfort zone but it's a reminder that sometimes, you just have to dive in and see where it takes you.And thank you for listening to the show - whether you've been here from the beginning or it's a recent find, I really appreciate every single listen so thank you! If you enjoyed it, please follow - it makes such a difference!You can also follow us on Instagram and Tiktok @greatcompanypodcast and if you've got thoughts, questions and comments, you can email us at greatcompany@jampotproductions.co.uk--THE CREDITSExec Producer: Jemima RathboneAssistant Producer: Gurlina HeerVideo: Jake Ji & Ryley KirbySocial Media: Laura CoughlanGreat Company is an original podcast from JamPot Hosted on Acast. See acast.com/privacy for more information.
Surprise - it's a Monday release! Christmas can get a bit hectic but we wanted to make sure you still had your weekly dose of Great Company - just like the December payday, we're a little early…What really happened on the fishing trip? It's the question Rob Brydon—beloved Uncle Bryn in Gavin and Stacey—gets asked a lot, and with their Christmas special just around the corner, I couldn't wait to have him on the show to ask myself….Rob Brydon is a stalwart of British television, from hosting panel show, Would I Lie to You to starring alongside Steve Coogan in The Trip, the journey there was filled with hurdles and a healthy does of rejection, but Rob's determination combined with undeniable natural talent to entertain meant he was always destined for our screens. He also reflected on his six unforgettable seconds as Sugar Daddy Ken in the Barbie movie and revealed a hilarious distaste for vapes!This conversation is with a born entertainer and I was thoroughly entertained!If you enjoyed this episode, please click follow - we have so many great guests like this one, you won't want to miss out!You can also follow us on Instagram and Tiktok @greatcompanypodcast and if you'd like to get in touch, you can email us at greatcompany@jampotproductions.co.uk--THE CREDITSExec Producer: Jemima RathboneAssistant Producer: Gurlina HeerVideo: Jake JiVideo: Ryley KirbySocial Media: Laura CoughlanGreat Company is an original podcast from JamPot Hosted on Acast. See acast.com/privacy for more information.
What makes for a great and memorable holiday party? Susie Jones joins the conversation for a lot of fun talking about the party we have coming up this weekend and parties from WCCO's past.
As stock pickers, the managers of The Brunner Investment Trust are looking for what they believe are great companies which can grow and deliver returns to shareholders. Whilst this may sound obvious, just what exactly are the common factors in the DNA of a “great” company? Joe Lynam quizzes portfolio manager Julian Bishop on how he and his team go about assessing companies.For more in-depth discussions and insights, visit our website for additional podcast episodes, articles and videos: https://www.brunner.co.uk/en-gb/videos-podcasts-and-reading This content was paid for and produced by The Brunner Investment Trust Hosted on Acast. See acast.com/privacy for more information.
How much do failing companies and countries have in common? In this episode of The Lonely Office, we follow Lianna, a young attorney watching her dream of partnership fade away as her firm's leadership hoards profits and power. Inspired by the Nobel Prize-winning book Why Nations Fail, we explore how the "extractive policies" that doom nations—concentrating wealth and power in the hands of a few—also plague companies. From Blockbuster's $50M Netflix blunder to today's imploding startups, we examine how resistance to change, decision-making concentrated in the hands of the CEO and close executives, and a lack of organizational justice—such as undeserved promotions—can collectively pave the way for spectacular collapses. Are modern companies built to last, or are they simply extracting value on their way to inevitable failure? Hosts: Matt Sunbulli https://www.linkedin.com/in/sunbulli/ https://www.threads.net/@mattsunbulli https://www.firstdraft.vc Aaron Calafato Listen to Aaron's 7 Minute Stories Before you start a podcast, talk to Aaron! Leah Ova Follow Leah on TikTok Editorial: Matt Sunbulli Brooks Borden Ken Wendt Aaron Calafato Audio: Ken Wendt Jan Cruz Research: Zaid Safe Matt Sunbulli
Simon Kold is the founder of Kold Investments, a Copenhagen-based investment firm. He was previously at Novo Holdings, one of the world's largest investment organizations. His investment experience spans both public and private markets. Simon is one of the few fund managers who also has a degree in theology and had a stint in stand-up comedy. His book, On the Hunt for Great Companies: An Investor's Guide to Evaluating Business Quality and Durability, was published by Wiley in late October. Summary In this conversation, Simon Kold, founder of Kold Investments, shares his unique journey from stand-up comedy and theology to becoming a successful fund manager. He discusses the importance of understanding one's relationship with money, the pursuit of durable companies, and the significance of passion in business. Kold emphasizes the need for long-term incentives in management compensation and the critical role of capital allocation in quality businesses. He also delves into the concept of competitive advantage, highlighting the difference between intensity and durability. In this conversation, Simon Kold and Bogumil Baranowski explore various themes in investing, including the importance of recognizing competitive disadvantages, the balance between infinite investment horizons and finite assets, and the significance of staying power and adaptability in businesses. They discuss the concept of fair value extraction, the characteristics of an ideal future business, and the various risks that investors face. The conversation concludes with reflections on success and the personal journey of writing a book that combines humor with investment philosophy. You can find resources related to the book on Simon's personal author website simonkold.com Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
In this episode, I discuss 11 strategies for staying consistent with your workouts, even when motivation is low. From scheduling workouts like appointments to finding enjoyable activities and tracking progress, these tips are designed to make fitness a sustainable part of your life. 1-2-1 Online Fitness Member Inquiry FormPre-order My Book, "Your Fat Loss Journey Starts Here", on KindleMy InstagramMy XMy ThreadsMy TikTokMy YouTube ChannelMy ArticlesFree Workout PlanFree Fat Loss GuideFree Protein Cheat SheetFree Calorie Calculator Timestamps:(00:11) Why Relying on Motivation Fails Your Fitness Journey(01:20) The Importance of Great Company(04:39) Marvel MCU, Anime and TV Series(06:15) Tunnel Vision with My Goals(06:58) Action Over Motivation: The Real Path to Results(08:15) Tip 1: Schedule Your Workouts First, Then Plan Around Them(09:32) Tip 2: Commit to Just the First Two Exercises(10:42) Tip 3: Break Workouts Into Small, Achievable Goals(11:30) Tip 4: Home Workouts vs. Gym Workouts—What Works for You?(13:55) Tip 5: Focus on Activities You Enjoy for Consistency(15:02) Tip 6: Join a Community for Accountability and Support(16:09) Tip 7: Track Progress to Stay Motivated(18:06) Tip 8: Reward Yourself for Small Wins(19:54) Tip 9: Dig Deep Into Your ‘Why' for Fitness Goals(22:13) Tip 10: Reframe Exercise as a Privilege, Not a Chore(24:27) Tip 11: Take Action—The Key to Long-Term Success(25:01) Closing Thoughts: Build Habits Over Chasing Motivation
In this special episode, John Mihaljevic welcomes Simon Kold, founder of Copenhagen-based Kold Investments and author of the newly released book, On the Hunt for Great Companies: An Investor's Guide to Evaluating Business Quality and Durability. For more, visit https://www.simonkold.com Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time. About the Guest: Simon Kold is the founder of Kold Investments, a Copenhagen-based investment firm. He was previously at Novo Holdings, one of the world's largest investment organizations, with assets worth EUR149 billion. He is one of the few fund managers who also has a degree in theology and had a stint in stand-up comedy. About the Host: John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.
#funny #trending #viral
Garry Ridge spent 25 years as CEO building one of the world's most beloved and recognized branded companies – WD-40 Company – starting with creating a culture of leaders and individual contributors who are genuinely joyful in their work. He refers to this time of his career as his apprenticeship. And now, he fulfills his life's purpose by transforming his learnings into teachings, extending his guidance as a coach to companies and executives worldwide. Garry co-authored Helping People Win at Work with Ken Blanchard and contributed a chapter to the Marshall Goldsmith/Frances Hesselbein book Work is Love Made Visible. His forthcoming book, Any Dumb-Ass Can Do It, is scheduled for release in 2025. As part of his lifelong commitment to helping others develop, Garry is an Adjunct Professor at The University of San Diego. He is also on the Gorilla Glue Company and Eastridge Workforce Solutions boards. Episode Insight: How would you feel if every one of your employees loved their job at your company? It's a worthy goal and one that's attainable. Background: I love this inspiring conversation with Garry Ridge, former CEO of WD-40 Company. During this week's episode of Reflect Forward, Garry shares insights from his 25-year journey, discussing his evolution into a people-focused leader influenced by thought leaders like Ken Blanchard. Garry shares that if he can accomplish one thing, it would be to help companies create a workplace where people can go to work every day knowing that their efforts make a contribution to a cause bigger than themselves, where they feel safe, protected, and set free every day by a compelling set of values, learn something new, and try new things without fear. This makes happy people. And happy people create happy families and communities. Happy communities create a happy world. And we need a happy world. We also explore building a positive company culture, empowering employees, and the critical role of feedback in growth. Garry discusses how transparency, courage, and humility can transform leadership and drive organizational success. Tune it to gain practical strategies for creating engaged work environments and invaluable leadership lessons from Garry's personal anecdotes and career experiences. Episode Time Stamps 00:00 Welcome and Guest Introduction 01:40 Garry Ridge's Leadership Journey 02:00 Transformational Leadership Insights 02:46 Building a Global Brand 03:53 Learning from Influential Figures 05:38 Embracing Humility in Leadership 07:50 Creating a Coaching Culture 11:11 Ingredients for a Great Culture 15:24 Handling Toxic High Performers 18:06 The Traits of Effective Leaders 18:42 The Ripple Effect of Happy Employees 20:09 The Importance of Courage in Leadership 22:33 Learning from Bold Decisions 24:30 The Value of Transparency 26:20 Embracing Feedback as a Leader 30:32 Reflecting on Leadership and Introducing the Book 32:45 Conclusion and Final Thoughts How to find Garry: Website: www.thelearningmoment.net LinkedIn: https://www.linkedin.com/in/garryridge/ Order my book, The Ownership Mindset, on Amazon or Barnes and Noble Follow me on Instagram or LinkedIn. Subscribe to my podcast Reflect Forward on iTunes Or check out my new YouTube Channel, where you can watch full-length episodes of Advice From a CEO! And if you are looking for a keynote speaker or a podcast guest, click here to book a meeting with me to discuss what you are looking for!
In today's episode, Shawn O'Malley (@shawn_OMalley_) discusses why great companies fail, as outlined by Clayton Christensen in his timeless book, The Innovator's Dilemma, which was first published in 1997. The Economist actually named it one of the six most important business books ever written. Christensen was an academic and business consultant who wrote a number of compelling books, but the Innovator's Dilemma is by far his best-known work. Christensen worked at Harvard Business School for a decade before founding a consulting firm in 2000 and a venture capital firm focused on investing in Southeast Asia in 2005. In this episode, you'll learn how disruptive innovations shift the status quo, the difference between disruptive and sustaining innovations, why companies can seemingly do everything right and still lose out to new competition, how following logical incentives can actually lead management to disregard threats from disruptive technology, why disruptive technologies tend to emerge on the fringes of established customer demographics, and what companies can do to prepare themselves for the inevitable rise of disruptive technologies, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:11 - What is a disruptive innovation, and how it differs from sustaining innovations. 02:52 - How the “paradox” of innovation impacts industry leaders. 05:11 - Why even the best of the best companies aren't immune to disruptive innovation. 08:03 - How to think about disruptive technologies from the vantage point of a value investor. 08:55 - How Tesla disrupted the automotive industry. 13:15 - Why the fast-paced hard-drive industry is such a good case study on innovation. 21:10 - How value networks shape biases and outcomes in companies. 31:28 - What industry leaders can do to manage disruptive innovation. 36:20 - How Honda stumbled into disruptive innovation in the U.S. market. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for TIP's free newsletter, We Study Markets. The Innovator's Dilemma by Clayton Christensen. Clayton Christensen's website. Executive Summary of the book. Clayton Christensen's Essential Articles, from the Harvard Business Review. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Toyota Facet Fundrise Public Airbnb Bluehost NetSuite Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
What can I learn from "On the Hunt for Great Companies"?
On a new episode of Weekend Conversations on the Elevate Podcast, host Robert Glazer and producer Mick Sloan discuss the three most crucial qualities: a product people love, great people and culture, and operational excellence. Read the Friday Forward referenced in this post - Great Company Learn more about your ad choices. Visit megaphone.fm/adchoices
This week, I talk with Brie Wolfson, someone whose reputation precedes her. She's the kind of person people rave about getting to work with. Brie was instrumental in bringing Stripe Press to life, partnering with John Collison and the Stripe team to build something truly special. After her time at Stripe, she moved to Figma before eventually facing burnout and needing a break. Brie has been open about her journey through depression, which we dive into during our conversation. Brie recently joined Colossus (founded by Patrick O'Shaughnessy) as Chief Marketing Officer. She also runs a consultancy called The Kool-Aid Factory (a truly brilliant name, I think), helping startups shape their company culture. Brie is empathetic, thoughtful, and relatable—traits that shine throughout this conversation. Let's get to it! In this episode: (00:00) - Intro (03:52) - Writing to one person: techniques and inspirations (06:57) - The role of writing in personal identity (09:59) - Navigating the AI landscape (12:21) - Turning down the noise: digital detox (17:03) - Paul Graham's ‘Founder Mode' essay (26:48) - The importance of taste and curation (35:06) - Brie's creative explosion in 2022 (37:12) - The writing process & self-editing (40:19) - Is the nature of writing online changing? (44:34) - Career docs and personal achievements (54:26) - Brie's essay on depression (56:51) - Navigating depression and loneliness (01:01:19) - The power of self-soothing (01:07:59) - The importance of setting boundaries (01:09:13) - On trusting others (01:12:03) - The impact of athletics (01:18:51) - Identity loss after sports (01:22:17) - On leaving Stripe (01:24:33) - Optimizing for good vibes (01:26:55) - Communicating your value (01:30:46) - What's next for Brie? (01:34:51) - Brie's beautiful future (01:39:38) - Who Brie is becoming Get full show notes and links at https://GoodWorkShow.com. Watch the episode on YouTube: https://www.youtube.com/@barrettabrooks.
Be a Great Company Buyer! www.watchdogonwallstreet.com
Live from the She Prays She Votes 2024 Big Pink Bus, Concerned Women for America Legislative Action Committee President and CEO, Penny Nance, speaks with Leigh Wambsganss, Chief Communications Officer at Patriot Mobile, which is a major sponsor of the CWA bus tour and supports Christian conservative causes across the country. Patriot Mobile is how CWA communicates. Find out more here: PatriotMobile.com/CWA/
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Kevin Hartz is a Co-Founder and General Partner at A*, an early-stage venture capital firm. Prior to founding A*, Kevin co-founded Eventbrite, a publicly traded company, and served as the CEO for the first 11 years of the company. Before Eventbrite, Kevin co-founded Xoom, a money remittance company that was acquired by PayPal in 2015 for over $1BN. Kevin is also a prolific angel investor having backed companies such as PayPal, Airbnb, Pinterest, Ramp, Trulia, and Anduril at the seed stage, and was an early investor in Uber, Palantir, SpaceX, Square, Gusto and many others. In Today's Episode with Kevin Hartz We Discuss: 1. What Makes the Best Founders: What questions does Kevin always ask founders in the investment process? Does Kevin prefer serial or first time founders? Why? Does Kevin prefer founders who are new to a problem or who are insiders and experts? When Kevin has gotten a founder bet wrong, what did he not see that he should have seen? 2. The Exploding Term Sheet That Cost $10BN: How did an exploding term sheet for the seed round of Airbnb cost Kevin $10BN? What did Kevin see in the seed round of Airbnb that so few other investors saw? Does Kevin agree that the best businesses often start off as ridiculous or toys? 3. From World's Greatest Angel to VC with $600M AUM: Why does Kevin think a barbell strategy of Seed and Series C is best today? Does Kevin agree that the Series B and growth stage is dead today? Why does Kevin strongly disagree that seed is the hardest stage of the market? Why does Kevin think that venture is less collaborative than ever? How does Kevin approach when to sell vs when to hold a position? What are his biggest lessons from seeding and holding Opensea? 4. Learning From the World's Best Investors: What have been Kevin's lessons from his relationship with Peter Thiel? What have been Kevin's biggest takeaways from investing alongside Roelof Botha in many deals? What have been Kevin's biggest lessons from watching and observing the great Pierre Lamond?
The mark of true care from a leader is actually taking the time to get to know your employees as individuals. On today's episode of the podcast, I am sharing a quick video about the importance of building great company culture and how to do it. "What do they care about?" "What does good company culture mean to them?" "What do they have going on outside of the office that might be affecting how they show up in their job?" Problems aren't one-size-fits-all, and neither are the solutions. A good leader will do their best to find the answer that fits each of their people. You may not get it right every time, but it's the intent that counts. I hope you all enjoy todays episode
Unlocking Successful Digital Transformation: Insights from David L. Rogers In this episode, David L. Rogers, author of 'The Digital Transformation Roadmap' and 'The Digital Transformation Playbook,' joins Aidan to discuss the critical steps and challenges businesses face in their journey towards digital transformation. Rogers emphasises the importance of transforming not just products and business models but the organisation itself. He outlines five major barriers to success: vision, priorities, experimentation, governance, and capabilities. Through insightful case studies such as the New York Times and CNN+, Rogers illustrates the pitfalls and successful strategies for driving meaningful innovation. Additionally, he highlights the need for iterative funding and continuous adaptation in the face of uncertainty. This episode is packed with practical advice and lessons drawn from two decades of research and real-world examples, aimed at helping leaders navigate and thrive in the digital age. 00:00 Introduction to Digital Transformation 00:57 Meet the Author: David L. Rogers 01:47 The Evolution of Digital Transformation 02:36 Challenges and Misconceptions 07:48 Defining Digital Transformation 09:56 Barriers to Success 22:26 Case Study: The New York Times 31:33 Setting Realistic Expectations for Change 32:21 Defining a Clear Vision for Change 34:03 Empathy and Resistance to Change 34:53 Challenges of Corporate Innovation 36:15 Addressing Uncertainty in Innovation 39:27 Paths to Innovation and Growth 41:41 Case Study: The Failure of CNN Plus 49:55 Iterative Funding and the Facebook Example 54:44 Conclusion and Final Thoughts Find David here: Substack: Website: The Missing Link Between Strategy and Innovation article David mentioned: The episode we mentioned with Steve Blank: The Startup Owner's Manual: The Step-By-Step Guide for Building a Great Company Aidan McCullen, David Rogers, digital transformation roadmap, digital transformation playbook, corporate governance, iterative experimentation, Facebook, CNN Plus, startup funding, media industry, New York Times, Steve Blank, Bob Dorf, Rita McGrath, Stefan Tompkin, Peter Thiel, Jason Keillar, Jeff Zucker
Venture Unlocked: The playbook for venture capital managers.
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.We're re-joined by Mike Maples, Jr. of Floodgate, this time to discuss his just released new book "Pattern Breakers."Mike was first on the pod in 2021 and it was great to catch up again, this time to discuss the importance of identifying founders who are true pattern breakers. We spoke about how his observations on the last 14 years at Floodgate inspired him to write the book. We went through concepts such as founder-future fit, the winning formula of inflections and insights, and his experience that 80% of their returns have been from companies with some major insight or pivot. You can find Mike's book "Pattern Breakers" and additional insights on his substack at patternbreakers.substack.com.About Mike Maples, Jr.:Mike Maples, Jr. is a co-founding Partner at Floodgate. He has been on the Forbes Midas List eight times in the last decade and was also named a “Rising Star” by FORTUNE and profiled by Harvard Business School for his lifetime contributions to entrepreneurship. Before becoming a full-time investor, Mike was involved as a founder and operating executive at back-to-back startup IPOs, including Tivoli Systems (IPO TIVS, acquired by IBM) and Motive (IPO MOTV, acquired by Alcatel-Lucent.)Some of Mike's investments include Twitter, Twitch.tv, Clover Health, Okta, Outreach, ngmoco, Chegg, Bazaarvoice, and Demandforce.Mike is known for coining the term “Thunder Lizards,” which is a metaphor derived from Godzilla that describes the tiny number of truly exceptional companies that are wildly disruptive capitalist mutations. Mike likes to think of himself as a hunter of the “atomic eggs” that beget these companies.Mike is the host of the Pattern Breakers podcast, which shares startup lessons from the super performers.In this episode, we discuss:(02:00) The story behind writing "Pattern Breakers" and the investment in Twitch and the importance of pivots(04:07) Insights from returns on pivots and major insider pivots(05:02) The concept of founder-future fit and initial skepticism(07:04) The inflection point of Twitch pivoting from Justin.tv(10:28) Authenticity and insights in startup founders(14:32) The role of pattern recognition in startup success(16:24) Creating movements and attracting early believers(21:12) Importance of inflection points in startup success(25:00) Non-obvious inflection points and backcasting(29:52) The formula of inflection plus insight(32:00) Non-consensus and right: key to venture success(34:52) Venture capital and risk-taking(38:00) Inflections and protecting unconventional ideas(41:00) Patience as a form of arbitrage in venture investing(45:00) Insights from Annie Duke on decision-making in venture capitalI'd love to know what you took away from this conversation with Mike. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry's new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 05: Great Companies Do Not Make High-Return Investments.LEARNING: A higher PE doesn't mean a higher expected return. “A higher PE doesn't mean a higher expected return. It may mean that you're paying a high price for high expected growth and safety because the company is really strong.”Larry Swedroe In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry's new book, Enrich Your Future: The Keys to Successful Investing. The book is a collection of stories that Larry has developed over the 30 years or so that he's been trying to help investors. Larry is the head of financial and economic research at Buckingham Wealth Partners. You can learn more about Larry's Worst Investment Ever story on Ep645: Beware of Idiosyncratic Risks.Larry deeply understands the world of academic research and investing, especially risk. Today, Andrew and Larry discuss Chapter 05: Great Companies Do Not Make High-Return InvestmentsChapter 05: Great Companies Do Not Make High-Return InvestmentsIn this chapter, Larry explains why investing in great companies doesn't guarantee high returns.When faced with the choice of buying the stocks of “great” companies or buying the stocks of “lousy” companies, Larry says most investors would instinctively choose the former.This is an anomaly because people think the whole idea of investing is to identify a great company and, therefore, will get great returns. But if you understand finance, that doesn't make any sense because the first basic rule of investing is that something you know is only information; it's not value-added information unless the market doesn't know it. This is because that information is already embedded in the price through the trading actions of all marketplace investors.Small companies versus large companiesAccording to Larry, if it were true that markets provide returns commensurate with the amount of risk taken, one should expect great results if they invest in a passively managed portfolio consisting of small companies, which are intuitively riskier than large companies.Small companies don't have the economies of scale that large companies have, making them generally less efficient. They typically have weaker balance sheets and fewer sources of capital. When there is distress in the capital markets, smaller companies are generally the first to be cut off from access to capital, increasing the risk of bankruptcy. They don't have the depth of management that larger companies do. They generally don't have long track records from which investors can make judgments.The cost of trading small stocks is much greater, increasing the risk of investing in them. When one compares the performance of the asset class of small companies with that of large companies, one gets the same results produced by the great companies versus value companies comparison.Why great earnings don't necessarily translate into great investment returnsThe simple explanation for why great earnings don't necessarily translate into great investment returns is that investors discount the future expected earnings of value stocks at a higher rate than...
Renowned for his captivating presence on screen and innovative business endeavours, Jamie Laing joins Jake to share candid insights into his career and overcoming personal struggles.Jamie Laing is more than just a reality TV star: he's also recognised as an investor and entrepreneur, establishing the confectionery company 'Candy Kittens', and hosting several podcasts including ‘Great Company' and ‘Newlyweds'.Despite his privileged background, Jamie emphasises the importance of hard work and determination in building his businesses, debunking misconceptions about his success solely stemming from family wealth. He highlights the necessity of surrounding ourselves with the right people and embracing resilience in the face of challenges.Jamie also opens up about his experiences with anxiety and depersonalisation, shedding light on the struggles many face with mental health. He discusses the importance of acceptance and seeking help, offering hope and encouragement to those grappling with similar issues.Discussing the impact of social media and criticism, Jamie shares his experience of facing online abuse and maintaining confidence in his creative pursuits. Whether it's building a business or facing personal battles, this conversation with Jamie Laing explores how with the right mindset and support, we can navigate through life's ups and downs and emerge stronger on the other side. Hosted on Acast. See acast.com/privacy for more information.
Steve Kopshaw comes on the show to talk about avoiding burnout, rule 72, and building a great company culture. APPLY TO BE ON THE PODCAST: https://forms.gle/qXvENTeurx7Xn8Ci9 BUSINESS INQUIRIES/SPONSORS: Jenna@DigitalSocialHour.com SPONSORS: Opus Pro: https://www.opus.pro/?via=DSH Deposyt Payment Processing: https://www.deposyt.com/seankelly Hostinger: https://www.hostinger.com/DSH LISTEN ON: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/5Jn7LXa... Sean Kelly Instagram: https://www.instagram.com/seanmikekelly/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Steve Kopshaw comes on the show to talk about avoiding burnout, rule 72, and building a great company culture. APPLY TO BE ON THE PODCAST: https://forms.gle/qXvENTeurx7Xn8Ci9 BUSINESS INQUIRIES/SPONSORS: Jenna@DigitalSocialHour.com SPONSORS: Opus Pro: https://www.opus.pro/?via=DSH Deposyt Payment Processing: https://www.deposyt.com/seankelly Hostinger: https://www.hostinger.com/DSH LISTEN ON: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/5Jn7LXa... Sean Kelly Instagram: https://www.instagram.com/seanmikekelly/ Digital Social Hour works with participants in sponsored media and stays compliant with Federal Communications Commission (FCC) regulations regarding sponsored media. #ad Learn more about your ad choices. Visit megaphone.fm/adchoices
The Rich Zeoli Show- Hour 3: Responding to New York Judge Arthur F. Engoron's civil fraud trial decision, former President Donald Trump wrote on Truth Social: “A Crooked New York State Judge, working with a totally Corrupt Attorney General who ran on the basis of “I will get Trump,” before knowing anything about me or my company, has just fined me $355 Million based on nothing other than having built a GREAT COMPANY. ELECTION INTERFERENCE. WITCH HUNT.” In an editorial written for National Review last November, former Assistant U.S. Attorney for the Southern District of New York Andrew C. McCarthy wrote of Donald Trump's civil fraud case: “Banks are in the loan business to make money. They are heavily regulated and have shareholders to answer to. If a bunch of them had been collectively bilked out of $168 million, don't you imagine there would have been a lawsuit or ten? It's an amazing thing to watch: Donald Trump, front-runner in the Republican presidential nomination race, is on trial for supposedly inventing wealth that he didn't have; and in order to nail him, elected Democrats [Letitia] James and Arthur Engoron are inventing losses that no one ever suffered.” You can read the full article here: https://www.nationalreview.com/2023/11/elected-dem-ag-and-judge-cook-up-a-fraud-theory-in-trumps-new-york-trial/ While appearing on Fox News with Sean Hannity, Harvard Law Professor Alan Dershowitz reacted to testimony in Thursday's hearing to determine whether Fulton County District Attorney Fani Willis should be disqualified from the Georgia election interference case she brought against former President Donald Trump. Dershowitz explained that it is possible that Willis committed perjury. Meanwhile, during a CNN panel, lawyer Jeffrey Toobin said “so what” if Willis and lead prosecutor of the case Nathan Wade had a relationship. Zack Smith—Legal Fellow and Manager of the Supreme Court and Appellate Advocacy Program in the Edwin Meese III Center for Legal and Judicial Studies at The Heritage Foundation—joins The Rich Zeoli Show to discuss New York Judge Arthur F. Engoron's decision to fine former President Donald Trump $354 million and barring him from conducting business in New York for three years for inflating the value of assets controlled by the Trump Organization in past financial statements.
The Rich Zeoli Show- Full Episode (02/16/2024): 3:05pm- Breaking News: New York Judge Arthur F. Engoron found that the former president Donald Trump inflated the value of assets controlled by the Trump Organization in past financial statements. With no jury, Judge Engoron unilaterally chose to fine Trump $354 million and barred him from conducting business in New York for three years. Notably, in 2018, while campaigning to become New York Attorney General, Letitia James vowed to “sue” Trump and routinely spoke of how she would like to see him imprisoned—providing evidence to the defense's legal argument that this civil suit is entirely political. Trump's legal team is expected to appeal the decision. 3:30pm- In an editorial written for National Review last November, former Assistant U.S. Attorney for the Southern District of New York Andrew C. McCarthy wrote of Donald Trump's civil fraud case: “Banks are in the loan business to make money. They are heavily regulated and have shareholders to answer to. If a bunch of them had been collectively bilked out of $168 million, don't you imagine there would have been a lawsuit or ten? It's an amazing thing to watch: Donald Trump, front-runner in the Republican presidential nomination race, is on trial for supposedly inventing wealth that he didn't have; and in order to nail him, elected Democrats [Letitia] James and Arthur Engoron are inventing losses that no one ever suffered.” You can read the full article here: https://www.nationalreview.com/2023/11/elected-dem-ag-and-judge-cook-up-a-fraud-theory-in-trumps-new-york-trial/ 4:05pm- In his 92-page decision against former President Donald Trump, New York Judge Arthur F. Engoron writes: “The English poet Alexander Pope (1688-1744) first declared, ‘To err is human, to forgive is divine.' Defendants apparently are of a different mind. After some four years of investigation and litigation, the only error (‘inadvertent,' of course) that they acknowledge is the tripling of the size of the Trump Tower Penthouse, which cannot be gainsaid. Their complete lack of contrition and remorse borders on pathological. They are accused only of inflating asset values to make more money. The documents prove this over and over again. This is a venial sin, not a mortal sin. Defendants did not commit murder or arson. They did not rob a bank at gunpoint. Donald Trump is not Bernard Madoff. Yet, defendants are incapable of admitting the error of their ways. Instead, they adopt a ‘See no evil, hear no evil, speak no evil' posture that the evidence belies.” 4:30pm- Dr. Victoria Coates— Former Deputy National Security Advisor & the Vice President of the Davis Institute for National Security and Foreign Policy at The Heritage Foundation—joins The Rich Zeoli Show to weigh-in on government, including intelligence agencies, being weaponized to target Donald Trump. Dr. Coates notes that for the left: “everything is acceptable if it means you can somehow thwart Trump.” According to Russia's Federal Penitentiary Service, Russian opposition leader Aleksei Navalny died on Friday in an arctic penal colony. He was serving a 19-year prison sentence for “extremism.” Dr. Coates is the author of “David's Sling: A History of Democracy in Ten Works of Art.” You can find her book here: https://www.amazon.com/Davids-Sling-History-Democracy-Works/dp/1594037213 5:05pm- Responding to New York Judge Arthur F. Engoron's civil fraud trial decision, former President Donald Trump wrote on Truth Social: “A Crooked New York State Judge, working with a totally Corrupt Attorney General who ran on the basis of “I will get Trump,” before knowing anything about me or my company, has just fined me $355 Million based on nothing other than having built a GREAT COMPANY. ELECTION INTERFERENCE. WITCH HUNT.” 5:10pm- In an editorial written for National Review last November, former Assistant U.S. Attorney for the Southern District of New York Andrew C. McCarthy wrote of Donald Trump's civil fraud case: “Banks are in the loan business to make money. They are heavily regulated and have shareholders to answer to. If a bunch of them had been collectively bilked out of $168 million, don't you imagine there would have been a lawsuit or ten? It's an amazing thing to watch: Donald Trump, front-runner in the Republican presidential nomination race, is on trial for supposedly inventing wealth that he didn't have; and in order to nail him, elected Democrats [Letitia] James and Arthur Engoron are inventing losses that no one ever suffered.” You can read the full article here: https://www.nationalreview.com/2023/11/elected-dem-ag-and-judge-cook-up-a-fraud-theory-in-trumps-new-york-trial/ 5:25pm- While appearing on Fox News with Sean Hannity, Harvard Law Professor Alan Dershowitz reacted to testimony in Thursday's hearing to determine whether Fulton County District Attorney Fani Willis should be disqualified from the Georgia election interference case she brought against former President Donald Trump. Dershowitz explained that it is possible that Willis committed perjury. Meanwhile, during a CNN panel, lawyer Jeffrey Toobin said “so what” if Willis and lead prosecutor of the case Nathan Wade had a relationship. 5:40pm- Zack Smith—Legal Fellow and Manager of the Supreme Court and Appellate Advocacy Program in the Edwin Meese III Center for Legal and Judicial Studies at The Heritage Foundation—joins The Rich Zeoli Show to discuss New York Judge Arthur F. Engoron's decision to fine former President Donald Trump $354 million and barring him from conducting business in New York for three years for inflating the value of assets controlled by the Trump Organization in past financial statements. 6:05pm- New York Judge Arthur F. Engoron found that the former president Donald Trump inflated the value of assets controlled by the Trump Organization in past financial statements. With no jury, Judge Engoron unilaterally chose to fine Trump $354 million and barred him from conducting business in New York for three years. Notably, in 2018, while campaigning to become New York Attorney General, Letitia James vowed to “sue” Trump and routinely spoke of how she would like to see him imprisoned—providing evidence to the defense's legal argument that this civil suit is entirely political. Trump's legal team is expected to appeal the decision. Speaking from Palm Beach, Florida, Trump told the press that “the judge is just a corrupt person.” 6:30pm- Thomas Grove and Matthew Luxmoore of The Wall Street Journal write: “Alexei Navalny, a fierce anticorruption campaigner who galvanized Russia's political opposition, died in prison, according to Russian authorities, bringing to an end a life dedicated to fighting the country's descent into authoritarianism under President Vladimir Putin. The cause of his death was still being established, prison authorities said. He collapsed after a walk at his prison colony on Friday after which, they said, he lost consciousness and couldn't be revived. Navalny, who was 47 and had been in jail since 2021, was serving three prison sentences amounting to more than 30 years on charges he and his supporters said were fabricated. He was detained after returning from Germany, where he was recovering from what German doctors said was poisoning with a Soviet-era nerve agent, Novichok. Navalny blamed his poisoning on the Kremlin, which denied involvement in any attempt to harm him.” You can read the full article here: https://www.wsj.com/world/russia/alexei-navalny-dead-prison-putin-critic-d58db496?mod=hp_lead_pos1 6:40pm- The Wall Street Journal Editorial Board writes: “President Biden is trying to strike a contrast with Donald Trump by promising to stick by America's European allies. Perhaps he hasn't heard Vladimir Putin's media organs crowing that his Administration has double-crossed Europe by halting permits for new liquefied natural gas (LNG) export projects. ‘Now it is not Russia, but the United States that wants to bring the Germans to their knees,' gloated the Russian newspaper Pravda after the Energy Department imposed a moratorium on permits for new LNG export projects last month. Pravda argued that Germany will eventually have to return to buying Russian gas because it will have no other choice, and it may be right.” You can read the full editorial here: https://www.wsj.com/articles/biden-lng-exports-ban-russian-media-vladimir-putin-9d31e3a0?mod=opinion_lead_pos4