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Kyle Grieve and Shawn O'Malley analyze American Tower, the global cell tower business that powers the wireless networks we rely on every day. They unpack how leasing tower space to carriers creates durable recurring revenue, why its stacked competitive advantages form one of the widest moats in the market, and how a steadily growing debt load complicates the picture. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:51) How American Tower powers the wireless networks we use (00:06:21) How AMT creates recurring revenue (00:08:09) Why adding additional tenants dramatically boosts profits per tower (00:13:57) The three moats protecting American Tower from competitors (00:32:13) Why the REIT structure forces heavy reliance on debt (00:38:46) What American Tower's capital allocation reveals about management (00:40:22) Whether the data center deal was worth it (00:57:33) How carrier consolidation threatens even the widest moats (01:01:30) Why a wonderful business isn't always a wonderful investment (01:11:35) Intrinsic value of AMT (01:13:52) Whether Kyle and Shawn will add AMT to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Brad Jacob's first book, How to Make A Few Billion Dollars. Brad Jacob's follow-up book, How to Make A Few More Billion Dollars. Listen to Brad Jacob's interview with David Senra. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Plus500 Netsuite Vanta Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Some of the questions from this message: How should Christians understand grief when it comes to the death of dearly loved fellow believers? What is the 'intermediate state' between death and resurrection? Why is resurrection so important? What will happen to deceased Christians when Christ returns? You can watch this message here.
Discover why the saints wept for the world and how grief rooted in love can draw us closer to God and others.Every night, join Father Joseph Matlak as he ends the day with prayer and reflection. In a few short minutes, Father Matlak guides you in prayer and shares a brief reflection and a thorough examination of conscience providing you with the encouragement necessary to go forward with peace and strength. Join us each day in your inbox https://www.goodcatholic.com/nightprayer________________
For most of my life, I thought I was healing because I understood what happened. What I've realized is that understanding and grieving are not the same thing. In this episode, I share the life I didn't have, the survival adaptations that shaped me, and the hidden cost of carrying pain for decades without fully processing it. I talk about hyper-independence, people-pleasing, achievement, grief, identity, and the ways I mistook survival strategies for who I was. I share how slowing down created space to acknowledge what was lost, reconnect with myself, and ask a deeper question: Who am I underneath everything I had to become to survive? This is a conversation about grief, healing, faith, and finally putting down the weight I was never meant to carry.
Link to the full podcast:https://youtu.be/2J5NPiZnOEU?si=UsfkoFa7-4RtwgXD You're still showing up. But are you leading with clarity — or just holding it together? Take 15 minutes to reflect with the Christian Leader® Self-Assessment — a simple tool to help you see what's really working... and what's quietly wearing you out. It's free!https://www.ryanfranklin.org/clselfassessment Description:Rodney Shaw discusses the importance of grieving change within church leadership, emphasizing that leaders should model transparency, allow teams space to process loss, and recognize that deep emotions often reflect strong loyalty and commitment. He explains that leaders are usually emotionally ahead of their teams during transitions and encourages pastors to move forward with change through prayer, planning, flexibility, counsel, and faith—even when fear and uncertainty are present.Purchase Christian Leader Sight Planner (a tool that has drastically changed Ryan's productivity): Black Cover – https://amzn.to/3JpBHvm Blue Cover – https://amzn.to/4ouFRB9 Green Cover – https://amzn.to/4oXVLUr Purchase The Christian Leader Blueprint book today: https://www.ryanfranklin.org/blueprintbookDownload The Christian Leader Blueprint – Short Guide (Free): https://www.ryanfranklin.org/blueprint Take the Christian Leader® Self-Assessment (Free):https://www.ryanfranklin.org/clselfassessment Learn more about Christian Leader® Community Coaching:https://www.ryanfranklin.org/communitycoaching YouTube and Audio Podcast: https://www.ryanfranklin.org/leaderpodcast Connect with Ryan: Email: info@ryanfranklin.org Facebook: https://www.facebook.com/rnfranklin/ Instagram: https://www.instagram.com/rnfranklin/ Linkedin: https://www.linkedin.com/in/rnfranklin/ Audio mastering by Apostolic Audio: https://www.apostolic-audio.com#leadership, #thoughtleadership, #ministry, #pastor, #pastors, #churches, #leadershiptraining, #churchleader, #churchleaders, #influence, #leadershipdevelopment, #coaching, #executivecoach, #leadershipcoaching, #productivitycoach, #productivity, #growthmindset, #theproductiveleader, #ChristianLeader, #ChristianLeadership, #LeadershipPodcast, #FaithAndBusiness, #PodcastInterview, #ChristianEntrepreneurship, #KingdomImpact, #PodcastInspiration, #LeadershipJourney, #PurposeDriven, #ChristianPodcast, #LeadershipEssentials, #LeadershipFundamentalsSend us Fan Mail
In this episode of The Yegi Project, Emily Thiroux Threatt shares her inspiring journey through grief, the power of writing and community, and how happiness and grief can coexist. Discover practical tips for navigating loss and embracing joy.Connect with Emily!Instagram: https://www.instagram.com/emily_thiroux_threattWebsite: https://griefandhappiness.com/Podcast: https://podcasts.apple.com/us/podcast/grief-and-happiness/id123456789Loving and Living Your Way Through Grief https://a.co/d/0aDPj4vMThe Grief and Happiness Handbook https://a.co/d/0iQrPcacTakeaways* Writing about grief can help process emotions and aid healing.* Community support, like forming groups, is vital for recovery.* Happiness and grief can coexist; love remains part of us.* Setting intentions can open new opportunities for joy.* Grief is a personal journey, not a linear process.If you would like to be a guest on a future episode of The Yegi Project, please email info@yegiproject.comThe Yegi Project is available on Apple Podcasts, Spotify, Stitcher and more!https://linktr.ee/theyegiprojectDisclaimer: This podcast or any other The Yegi Project episodes on this platform or other podcast streaming platforms is not legal business or tax advice. I make this content based on my own experience as a business owner and MBA for educational and entertainment purposes only. #theyegiproject Podcast Audio & Video Edited by Elizabeth HadjinianInstagram - https://www.instagram.com/theyegiprojectTikTok - https://www.tiktok.com/@theyegiproject YouTube - https://www.youtube.com/@theyegiproject
Kyle Grieve discusses what bubbles are, why they form, and why they always feel different in real time. He'll examine historical patterns through frameworks from Insana, Kindleberger, and Howard Marks, and explain how investors can protect themselves by focusing on intrinsic value over narratives rather than speculation. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:31) Why understanding bubbles is critical for long-term investor survival (00:04:31) How “this time is different” fuels every historical bubble (00:05:37) Why smart money, incentives, and career risk inflate bubbles (00:07:21) How investors rationalize bubbles using new, useless KPIs (00:08:56) The predictable emotional arc: skepticism, euphoria, panic, collapse (00:10:04) Why price detaches from intrinsic value during bubbles (00:12:28) Kindleberger's five stages: displacement, boom, revulsion, discredit (00:30:58) Lessons from tiny bubbles like plank roads and Beanie Babies (00:53:01) How human nature, not technology, causes recurring bubbles (01:08:44) How to protect portfolios from bubbles by focusing on value, not narratives Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Buy Trendwatching. Follow Kyle on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Plus500 Netsuite Vanta Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve and Shawn O'Malley analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into extraordinary wealth-creation machines throughout his career. Tune in as they debate whether Brad Jacobs' unparalleled track record as a capital allocator is enough to justify investing in a business that is still very much a work in progress. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:19) How Brad Jacobs built multiple billion-dollar companies from scratch (00:05:05) The structure QXO used to go public fast (00:06:21) How Beacon Roofing was acquired despite a poison pill defence (00:10:44) What Kodiak added to QXO's geography and product mix (00:14:03) Why the TopBuild deal is a game-changer for margins (00:25:52) How QXO plans to unlock synergies across its portfolio (00:40:56) Why Jacobs' approach to dilution mirrors Henry Singleton's playbook (00:53:11) About the thickness of QXO's competitive moat (01:03:08) The three biggest risks that could derail QXO's vision (01:06:24) Valuation: What bull, base, and bear cases reveal about fair value (01:14:08) Intrinsic value of QXO (01:14:26) Whether Kyle and Shawn will add QXO to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Brad Jacob's first book, How to Make A Few Billion Dollars. Brad Jacob's follow-up book, How to Make A Few More Billion Dollars. Listen to Brad Jacob's interview with David Senra. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Hymns: Praise the Savior, Ye Who Know Him Take Time to Be Holy Gracious Spirit, Dwell with Me Outline: What It Means to Grieve the Holy Spirit What Grieve Him What Please Him
We're going back into the vault for one of our most popular mailbag episodes from Season 3 — and the questions are just as good as we remembered. In this episode, Ian and co-host Anthony Skinner answer listener questions on some of the Enneagram's most nuanced and personal territory: Can trauma actually change your type? What is the "sunny Four," and why do subtypes matter so much for Fours and Sixes? How do Threes and Fours process grief differently — and what does healthy grieving even look like through an Enneagram lens? What does it mean to have a heavy wing, and can you access both wings for growth? And for the Ones in the room — what do you actually do with all that repressed anger? Whether you're new to Typology or you've been with us for years, this one is worth your time. Have a question of your own? Send it to wendy@ianmorgancron.com and you might hear it answered on our next mailbag episode.
Kyle Grieve and Shawn O'Malley analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into extraordinary wealth-creation machines throughout his career. Tune in as they debate whether Brad Jacobs' unparalleled track record as a capital allocator is enough to justify investing in a business that is still very much a work in progress. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:03) How Brad Jacobs built multiple billion-dollar companies from scratch (00:05:49) The structure QXO used to go public fast (00:07:05) How Beacon Roofing was acquired despite a poison pill defence (00:11:26) What Kodiak added to QXO's geography and product mix (00:14:43) Why the TopBuild deal is a game-changer for margins (00:23:54) How QXO plans to unlock synergies across its portfolio (00:43:27) Why Jacobs' approach to dilution mirrors Henry Singleton's playbook (00:59:00) The thickness of QXO's competitive moat (01:08:51) The three biggest risks that could derail QXO's vision (01:11:57) What bull, base, and bear cases reveal about fair value (01:19:33) Intrinsic value of QXO (01:20:13) Portfolio decision Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Brad Jacob's first book, How to Make A Few Billion Dollars. Brad Jacob's follow-up book, How to Make A Few More Billion Dollars. Listen to Brad Jacob's interview with David Senra. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Plus500 Netsuite Vanta Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Misfits Makin' It is the podcast component of the misfit comedy shows produced by Lauren LoGiudice. Show dates and info at www.laurenlogiudice.com In this episode Lauren chats with stand-up comedian and podcast host Micah Walsh about grief and comedy His podcast I’ll Grieve You With This started as a personal project after losing his father, interviewing comedians about people they’ve lost and the humor hiding inside funeral chaos. They riff through audience-submitted Misfit Melodrama stories and land somewhere unexpectedly real: the thing you’ve been spiraling about for seven years? Nobody even noticed it. [Ep 53] CONNECT WITH ROBERT'S WORK: 🌐 Instagram: @micah_walsh 🎧I’ll Grieve You With This — available on Spotify, Apple Podcasts, and pretty much anywhere you listen To submit your story for Misfit Melodrama segments leave a voicemail at 646-WANG-0-X-1 or send us a message at www.laurenlogiudice.com/podcast. HOW TO SUPPORT THE PODCAST: Rate and review: Misfits trust other misfits to tell them what is good! Tell a friend: Word of mouth is the #1 way misfits learn about their next pod. Sponsor a podcast: Affordable for individuals and small businesses, also makes the perfect gift. Support this art directly with a podcast that's custom-tailored to you or your friends. Make it happen by reaching out to inthemidstprod@gmail.com. CONNECT WITH LAUREN LOGIUDICE: Instagram: @laurenlogi Twitter/TikTok/Threads: @laurenlogi Website: www.laurenlogiudice.com CONNECT WITH MISFIT COMEDY SHOWS AND PODCAST EPISODES: Instagram: @misfitcomedyco
What does it mean to “grieve the Holy Spirit,” and should Christians be concerned about it today?In this episode of Apostolic Life in the 21st Century, Dr. David K. Bernard examines Paul's warning in Ephesians 4:30: “Do not grieve the Holy Spirit of God, by whom you were sealed for the day of redemption.” While many believers have heard this phrase throughout their lives, its meaning is often misunderstood.Looking at the broader context of Ephesians, Dr. Bernard explains how attitudes such as bitterness, anger, unforgiveness, dishonesty, and harmful speech can hinder the Spirit's work in a believer's life. He also discusses the relationship between conviction, spiritual growth, and Christian obedience, showing why this warning remains relevant for every follower of Christ.In this episode, you'll discover:• What Scripture means by grieving the Holy Spirit • Why Paul connects this warning to everyday behavior and relationships • How the Holy Spirit works to transform believers into the image of Christ • The dangers of resisting the Spirit's conviction over time • Whether persistent disobedience can affect a person's salvation Whether you are seeking a deeper walk with God or greater understanding of the Holy Spirit's role in the life of a believer, this episode offers practical biblical insight and encouragement.Visit PentecostalPublishing.com to shop Dr. Bernard's full catalog of published works. Enter promo code DKB10 at checkout to save 10 percent on your order.Apostolic Life in the 21st Century is a weekly podcast in which Dr. David K. Bernard answers questions about Scripture, theology, Christian living, church history, and contemporary issues from an Apostolic Pentecostal perspective.If you enjoy this podcast, leave a five-star rating and a review on Apple Podcasts or your preferred podcast platform. We also appreciate it when you share Apostolic Life in the 21st Century with family and friends.
By Sal Cimino Sr - Brethren, while God has given us a powerful gift to enable us to grow and overcome sins in our lives, how often do we see our lack of thankfulness when we disobey his word and cause grief of His Holy Spirit? We should be mindful of not grieving God's Holy Spirit by lack of use or lack of interest.
Remember God loves you so much he sent his Son Jesus Christ to take the punishment for your sins. You are of great value. Jesus loves you and He is just a prayer away! This episode includes AI-generated content.
True North Country Comics Podcast chats with Georgia Grieve about her new book
Kyle Grieve and Shawn O'Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and niche systems solutions across Europe. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:57) The fascinating history of LIFCO (00:07:13) How Carl Bennett built the DNA that still guides LIFCO's acquisition strategy today (00:08:54) Fredrik Karlsson's legendary track record and why he bought more stock after being removed (00:10:49) The three distinct business segments and how they drive growth independently (00:16:48) LIFCO's rigorous eight-step acquisition process (00:30:12) How LIFCO uses put/call options to align management incentives (00:39:07) Why niche industrial markets create natural competitive advantages that larger competitors simply ignore (00:44:11) The capital efficiency metrics that prove LIFCO's returns are sustainable and real (01:04:06) What risks could derail the business (01:09:14) Multiple valuation scenarios showing potential returns under bull, base, and bear cases (01:11:47) Intrinsic value of Lifco (01:18:03) Portfolio decision Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Read more on Lifco and other serial acquirer outperformers in The Compounders. Listen to Kyle's episode on The Compounders. Learn more about process power in Kyle's interview with Hamilton Helmer. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
I am so grateful to meet, know and interview a great human being. She gives selflessly to others and wants to make a difference in the community. Listen as Fort Wayne native talks about boundaries and work-life balance, licensed social work, teaching a course in grief (not only in death but in life changes) and teaching a course about hospitalized children at U of I, the role of a Child-Life Specialist, displaying a passion for pediatric health care, mentoring professionally and leaving a legacy through foster parenting. She has the ability to overlook the to do list in order to prioritize mothering and teaching others. A real gift.Are you looking for a first-person testimony of your business, product or service? Let HyperLocal(s) help. I can provide unique, approved copy highlighting your business for approximately 1:30 seconds at the beginning of the podcast. I hope you listen, subscribe, share and give me the opportunity to promote your business. Let me know if you have any questions at hyperlocalscu.comThank you so much for listening! However your podcast host of choice allows, please positively: rate, review, comment and give all the stars! Don't forget to follow, subscribe, share and ring that notification bell so you know when the next episode drops!Also, search and follow hyperlocalscu on all social media. If I forgot anything or you need me, visit my website at HyperLocalsCU.com. Byee.
Sometimes after miscarriage, it can feel like you and your husband are grieving in completely different ways.You may be carrying the physical loss, the emotions, and the questions every single day… while he seems quiet, distant, or focused on everything else that needs to get done.But what if he is grieving too, just differently?In this episode of the Purpose Beyond Motherhood Podcast, Nicole sits down with author Eric Schumacher for an honest conversation about miscarriage, marriage, and the grief fathers often carry silently.We talk about: Why men and women often grieve differently after pregnancy loss How to create space for honest conversations in marriage What husbands may be feeling but struggling to say out loud Practical ways couples can support each other through grief How faith, lament, and the hope of Christ meet us in loss Eric also shares biblical encouragement for couples walking through miscarriage and reminds grieving parents that their baby mattered, their grief matters, and they do not have to carry it alone.This conversation is gentle, honest, and deeply validating for both mothers and fathers navigating loss.Connect with Eric + Resources Mentioned Eric's website: https://emschumacher.com/ Dad's Hurt Too: A Father's Memoir of Miscarriage Ours: Biblical Comfort for Men Grieving Miscarriage Worthy: Celebrating the Value of WomenStart your monthly gift$12 for Twelve Giving Campaign Support + communityTwice-a-month virtual support group Twelve 12 MinistriesWebsiteShopInstagram + Facebook: @twelve12ministriesEmail: info@twelve12ministries.org
Kyle Grieve and Shawn O'Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and niche systems solutions across Europe. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:39) The fascinating history of LIFCO (00:07:31) How Carl Bennett built the DNA that still guides LIFCO's acquisition strategy today (00:09:24) Fredrik Karlsson's legendary track record and why he bought more stock after being removed (00:11:16) The three distinct business segments and how they drive growth independently (00:17:29) LIFCO's rigorous eight-step acquisition process (00:31:52) How LIFCO uses put/call options to align management incentives (00:40:46) Why niche industrial markets create natural competitive advantages that larger competitors simply ignore (00:45:23) The capital efficiency metrics that prove LIFCO's returns are sustainable and real (01:09:26) What risks could derail the business (01:14:36) Multiple valuation scenarios showing potential returns under bull, base, and bear cases (01:16:53) Intrinsic value of Lifco (01:23:16) Portfolio decision Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Read more on Lifco and other serial acquirer outperformers in The Compounders. Listen to Kyle's episode on The Compounders. Learn more about process power in Kyle's interview with Hamilton Helmer. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today's episode, Kyle Grieve and Shawn O'Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital allocation and aggressive share buybacks. They'll explore NVR's differentiated business model, which helps minimize capital intensity and risk, and examine how this strategy has enabled superior returns on capital. They'll navigate how to think of NVR through cycles and whether it's a business that is simple to understand. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:30) How NVR became a legendary share cannibal in homebuilding (00:05:05) The LPA model and how NVR de-risks traditional homebuilding (00:10:16) Why homebuilders love leverage while NVR maintains a fortress balance sheet (00:15:34) How the mortgage banking segment generates high margins (00:21:41) The history of its margin rise and stabilization (00:27:49) How counter-positioning creates competitive advantages (00:52:58) How management is aligned through ROIC incentives and deep insider ownership (01:06:15) About the cyclicality trap, homebuilders must deal with (01:18:45) The three distinct valuation scenarios and what they reveal (01:14:06) Intrinsic value of NVR (01:26:15) Whether Kyle and Shawn will add NVR to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Read Norbert Lou's initial NVR writeup from 100. Joel Greenblatt's NVR case study. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Why does an avoidant ex look completely fine after the breakup while you're falling apart? In Part 2 of this 4-part breakup series, Sabrina breaks down avoidant attachment after a breakup using actual attachment research, not the recycled TikTok takes. She explains what deactivation really means in the nervous system, why avoidants register as less distressed in the acute post-breakup period, and what's actually happening when they seem to move on overnight or jump straight into a new relationship. You'll also learn the three types of avoidant reach-outs (suppression breakdown, the phantom ex phenomenon, and the rare real reach out), how to tell which one you're getting, whether avoidants can actually change, and why you keep responding even when you know better. Stay until the end for the Tool of the Week, the single most useful practice for anyone trying to heal from an avoidant discard, an anxious-avoidant dynamic, or a breakup where you can't stop wondering if you ever mattered to them. Pre-order Sabrina's book coming out October 2026, "Why Am I Like This?" Get your free workbook and access to the companion course after pre-ordering 'Why Am I Like This?' by filling out the form at the bottom of the page at http://sabrinazohar.com/book If you're ready to slow down, trust your instincts, and break your old dating patterns, the Healthy Relationship Foundations Course walks you through it step-by-step HERE! If you're serious about changing your dating patterns instead of repeating them, the Art of Going Slow course helps you unlearn urgency, regulate your nervous system, and build real connection without rushing, chasing, or abandoning yourself HERE! Get Ad free HERE! Watch on Spotify. Spotify subscribers get fewer ads on my video. Want to work with Sabrina? HERE! Get merch for The Sabrina Zohar Show HERE! Don't forget to follow Sabrina and The Sabrina Zohar Show on Instagram and Sabrina on TikTok! Video now available on YOUTUBE! Please support our sponsors! Take Cheers Restore after your last drink or before going to bed and wake up feeling at least 50% better — or your money back. For a limited time our listeners are getting 20% off their entire order at CheersHealth.com/SABRINA #Cheers #ad Get 20% off your first order, plus free shipping at Boll And Branch with code sabrina. Bollandbranch.com/sabrina Ready to upgrade your eyewear to something functional, fashionable, fun, and affordable? Head to goodr.com/SABRINAZOHAR to claim $10 off your first order. ============================= Chapters: 00:00 Inside the Avoidant Breakup 06:10 What Avoidant Attachment Really Is 10:45 Why Avoidants Don't Grieve at First 13:21 Avoidant Discard vs Breakup 17:08 The Suppression Study Explained 21:20 3 Types of Avoidant Reach Outs 25:37 Why You Keep Responding 28:21 Can Avoidants Actually Change 31:12 Healing Without Becoming Avoidant 33:40 Tool: Stop Predicting Their Feelings Disclaimer: The Sabrina Zohar Show, formerly known as Do The Work, is not affiliated with A.Z & associates LLC in any capacity. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In today's episode, Kyle Grieve and Shawn O'Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital allocation and aggressive share buybacks. They'll explore NVR's differentiated business model, which helps minimize capital intensity and risk, and examine how this strategy has enabled superior returns on capital. They'll navigate how to think of NVR through cycles and whether it's a business that is simple to understand. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:30) How NVR became a legendary share cannibal in homebuilding (00:05:05) The LPA model and how NVR de-risks traditional homebuilding (00:10:16) Why homebuilders love leverage while NVR maintains a fortress balance sheet (00:15:34) How the mortgage banking segment generates high margins (00:21:41) The history of its margin rise and stabilization (00:27:49) How counter-positioning creates competitive advantages (00:52:58) How management is aligned through ROIC incentives and deep insider ownership (01:06:15) About the cyclicality trap, homebuilders must deal with (01:18:45) The three distinct valuation scenarios and what they reveal (01:14:06) Intrinsic value of NVR (01:26:15) Whether Kyle and Shawn will add NVR to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Read Norbert Lou's initial NVR writeup from 100. Joel Greenblatt's NVR case study. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kenny Wallace discusses Kyle Busch, the grieving process and how everybody grieves differently.#nascar #racing #kennywallace #kylebusch
This episode is a gentle one. It is about grief, about the body, about what happens when the path you imagined does not unfold the way you hoped, and about where you can find peace when words are not enough.I am joined by Ellen Mary Webster, horticulturalist, floral designer, author and host of the award-winning Plant Based Podcast. Ellen navigated a decade-long fertility journey that included a near-fatal ruptured ectopic pregnancy, a diagnosis of severe endometriosis, three rounds of IVF and ultimately a hysterectomy in her early 30s. Throughout all of it, she turned to her garden. And in this conversation she explains why that was not just a coping mechanism but a genuine form of healing.Whether you have a large garden, a windowsill, a balcony or just a park nearby, this episode will make you want to go outside.Content note: This episode includes discussion of ectopic pregnancy, pregnancy loss, endometriosis, IVF, hysterectomy and involuntary childlessness.What we discuss in this episode:Ellen's decade-long fertility journey: from ectopic pregnancy to endometriosis diagnosis to IVF to hysterectomyThe ruptured ectopic pregnancy that nearly cost Ellen her life and the eight hours of dismissal that preceded emergency surgeryThe health anxiety that stayed long after the physical recoveryWhy gardening became Ellen's constant throughout all of it, from the very first loss to the weeks recovering from a hysterectomyWhat it means to garden for process rather than outcome and why that mindset maps directly onto a fertility journeyThe science behind soil: why getting your hands in the dirt genuinely affects your brain chemistryWhy just seeing a flower can momentarily shift your mental state even when you are in deep griefForest bathing: what it actually is, what the Japanese have known for centuries, and how 40 minutes among trees can reduce anxiety and increase natural killer cellsHow to do forest bathing on your own and why walking slowly with intention is where to startWhat Ellen did during the five weeks she could not garden after her hysterectomy and what sitting still in her garden taught herThe anger and the unfairness of watching friends fall pregnant and how Ellen processed that over timeWhy you do not need to be a gardener for nature to help you: one plant, a garden centre coffee and a short walk all countThe fertility journey and what it taught Ellen about the miracle of lifeEllen's wellness retreats, forest bathing sessions and what a day or weekend immersed in nature can offerEllen's invitation to anyone who feels like this will not work for themWe are not separate from nature. We are part of it. And we have just become so far detached from it that we have forgotten that going outside, even briefly, even reluctantly, is going to make you feel a little better. Start with one plant. Go to the garden centre. Get a coffee and a piece of cake. Buy the one plant you like and try to nurture it. That is enough.About Ellen Mary WebsterEllen Mary Webster is a horticulturalist, floral designer, author and wellness retreat host. She is the author of The Joy of Gardening and How to Grow a Garden, and the host of the award-winning Plant Based Podcast. She splits her time between Norfolk in the UK and the United States, lives a plant-based life and runs nature immersion and forest bathing wellness retreats.Follow Ellen Mary on Instagram: @ellenmaryGardeningThe Plant Based Podcast: theplantbasedpodcast.comA note on Fertility Network UKAt the start of this episode I shared some difficult news: Fertility Network UK, one of the longest-standing patient support charities in the UK, has announced a managed closure. As of 21 May they were no longer accepting new requests for direct support. This is a huge loss for the TTC community and I want to send so much love to everyone affected, both the patients who relied on their support and the brilliant people who built it.If you are looking for support, please know that Fertility Action is here and their free weekly groups are open to you.Support and resourcesThe Fertility Podcast is the official podcast for Fertility Action, a charity providing free peer support groups, education and campaigning for fairer access to fertility treatment. Groups run every week with no sign-up or commitment needed.Manchester walk and talk meetup: Sunday 31 May, approximately 3pm, Heaton Park, Manchester. I will be there! Check @fertilityaction on Instagram for final details.This episode is sponsored by Wild NutritionI know how overwhelming it can be knowing which supplements to buy when you are trying to conceive. That is exactly why I appreciate what Wild Nutrition offers: free one-to-one consultations with nutritional therapists so you get guidance genuinely tailored to your situation. Their supplements are formulated for optimal absorption, with 31 carefully selected nutrients including folate, zinc and B vitamins, and are trusted by over 50,000 couples.As a listener of The Fertility Podcast, you can get:50% off Wild Nutrition supplements for 3 monthsA free personal consultation with an expert nutritional therapistVisit wildnutrition.com/fertilitypodcast to get started. Terms and conditions apply.Support the Three Peaks ChallengeI am climbing Ben Nevis, Scafell Pike and Snowdon in 24 hours in June to raise funds for Fertility Action. I have already smashed my initial target of £2,000 thanks to the incredible generosity of so many of you. Thank you Nick, Emma, Charlene, Vic, Ali, Jo, Sarah Banks and Sophie Solaria. The fundraiser is still open and every donation, however small, makes a real difference to a grassroots charity that is all-volunteer and entirely community funded.Here's how you can donate Stay connectedFollow me on Instagram: @fertilitypoddyEmail: natalie@thefertilitypodcast.comIf you haven't already, please subscribe and leave a review. It really helps more people find the podcast.Thank you, as always, for your ear holes. Until next time
Dr. Dave Keehn is a professor at Biola University; a senior Chaplain of the, Orange County Fire Authority; and author, along with his wife Debbie, of the new book, Living in the Shadow of Grief: Enlarging Your Capacity to Grieve with Hope In this exclusive Schilling Show Unleashed Podcast interview, Dr. Keehn discusses the life and death of his son, Adam; dealing with grief in the aftermath of profound loss; and establishing the Adam Keehn Foundation in memory of his son.
What happens when God truly changes a person?Jesus teaches that spiritual transformation doesn't stop with what happens inside of us, it eventually changes how we live, love, serve, forgive, and respond to the world around us.In Part 2 of our study through the Beatitudes, we move from the inner life of the Kingdom to the outward expression of Kingdom character.The first four Beatitudes reveal how God transforms the heart:• Poor in Spirit: “I need God.”• Those Who Mourn: “Sin has broken things.”• The Meek: “I surrender control.”• Those Who Hunger and Thirst for Righteousness: “Now I want what God wants.”But Jesus doesn't stop there.Once God changes what is happening IN you, He begins changing what flows THROUGH you.This message explores the final four Beatitudes and reveals how transformed hearts become transformed lives.In This Message You'll Discover:• Why mercy is compassion in action• The difference between weaponizing truth and extending grace• What it means to be pure in heart• Why purity is wholeness, not perfection• The biblical difference between peacemakers and peacekeepers• How Jesus calls believers to bring reconciliation into conflict• Why faithful Christians will eventually face opposition• What persecution for righteousness actually means• How the Beatitudes reveal the full journey of spiritual formationJesus is not giving eight disconnected virtues.He is describing the formation of Kingdom people.The journey begins with spiritual poverty and ends with faithful endurance under pressure.This is the path of discipleship. This is the life Jesus calls blessed.The Beatitudes are not a checklist. They are a roadmap. Jesus begins with brokenness and ends with boldness. He starts by exposing our need for God and finishes by forming people who can carry His Kingdom into a broken world.The Kingdom belongs to those who:Know they need God.Grieve honestly.Surrender deeply.Hunger for righteousness.Extend mercy.Pursue purity.Make peace.Endure faithfully.Don't settle for admiring Jesus' teachings. Become the kind of person His Kingdom can flow through. Because the goal of discipleship isn't merely information.It's transformation.And what God does in you, He intends to do through you.
Russell answers a question from a listener who lost their beloved pastor. Watch the video of this episode on YouTube here. Submit your own question for the show! Email questions@russellmoore.com — and remember: attach a voice memo! Keep up with Russell: Sign up for the weekly newsletter where Russell shares thoughtful takes on big questions, offers a Christian perspective on life, and recommends books and music he's enjoying. Subscribe to the Christianity Today Magazine: Special offer for listeners of The Russell Moore Show: Click here for 25% off a subscription. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Kyle Grieve and Shawn O'Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any business would envy. They'll trace the company's growth history, untangle its complex capital structure, and assess its current debt situation. They'll also cover F1's competitive advantages, pricing power, incentives, and so much more! IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:55 - How F1 generates billions of dollars from 24 live events 00:03:22 - Why most sports franchises fail to produce cash flow 00:05:16 - How Liberty got away from the tracking stock structure to simplify things 00:16:19 - How the Concorde agreements pose risk 00:21:10 - The debt structure Liberty built to help build sustainable cash flow 00:38:04 - Details of F1 Group's other surprising racing league 00:45:34 - How Netflix's streaming coverage of F1 helped grow the sport 01:02:02 - Why the business remains capital light 01:11:30 - How cross-promotions and synergies create exciting new growth levers Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Watch the video about the dealmakers behind F1's success. Watch how F1 impacts local communities with its events. Read the book on Formula One's history. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
THE SECRETS TO DAILY FOLLOWING THE HOLY SPIRIT 1 Thessalonians 5:23–24 May God himself, the God of peace, sanctify you through and through. May your whole spirit, soul and body be kept blameless at the coming of our Lord Jesus Christ. 24 The one who calls you is faithful, and HE WILL DO IT (NIV) Titus 3:5 he saved us, not because of the righteous things we had done, but because of his mercy. He washed away our sins, giving us a new birth and new life THROUGH THE HOLY SPIRIT. (NIV) Galatians 3:3 Are you so foolish? After beginning by means of the Spirit, are you now trying to finish by means of the flesh? (NIV) 6 STEPS TO BEING SPIRIT LED INSTEAD OF FLESH LED Romans 8:14 For all who are led by the Spirit of God are sons of God. (ESV) 1. BEING LED BY THE SPIRIT STARTS FROM FREEDOM, NOT CONDEMNATION Romans 8:1 There is therefore now no condemnation for those who are in Christ Jesus. (ESV) 2. BEING LED BY THE SPIRIT IS ABOUT SURRENDERING MORE, NOT STRIVING MORE Romans 8:3–4 For God has done what the law, weakened by the flesh, could not do. By sending his own Son in the likeness of sinful flesh and for sin, he condemned sin in the flesh, 4 in order that the righteous requirement of the law might be fulfilled in us, who walk not according to the flesh BUT ACCORDING TO THE SPIRIT. (ESV) 2 Corinthians 3:18 And we all, with unveiled face, beholding the glory of the Lord, are being transformed into the same image from ONE DEGREE OF GLORY TO ANOTHER. For THIS COMES FROM the Lord who is the Spirit. (ESV) 3. BEING LED BY THE SPIRIT INVOLVES RENEWING YOUR MIND Romans 8:5–6 For those who live according to the flesh set their MINDS on the things of the flesh, but those who LIVE ACCORDING TO THE SPIRIT set their MINDS on the things of the Spirit. 6 For to set the MIND on the flesh is death, but to set the MIND on the Spirit is life and peace. (ESV) Ephesians 4:23 Instead, LET THE SPIRIT RENEW YOUR THOUGHTS AND ATTITUDES. (NLT) 4. BEING LED BY THE SPIRIT INVOLVES CRUCIFYING YOUR FLESH Romans 8:7–8 For the mind that is set on the flesh is hostile to God, for it does not submit to God’s law; indeed, it cannot. 8 Those who are in the FLESH cannot please God. (ESV) Galatians 5:16 But I say, walk by the Spirit, and you will not gratify the desires of the flesh. (ESV) Romans 8:13 For if you live according to the flesh you will die, but if by the Spirit you put to death the deeds of the body, you will live. (ESV) 5. BEING LED BY THE SPIRIT REQUIRES LEARNING TO FOLLOW THE SPIRIT’S LEADING Romans 8:9–14 You, however, are not in the realm of the flesh but are in the realm of the Spirit, if indeed the Spirit of God lives in you. And if anyone does not have the Spirit of Christ, they do not belong to Christ. 10 But if Christ is in you, then even though your body is subject to death because of sin, the SPIRIT GIVES LIFE because of righteousness. 11 And if the Spirit of him who raised Jesus from the dead is living in you, he who raised Christ from the dead will also GIVE LIFE to your mortal bodies because of his SPIRIT who lives in you. 12 Therefore, brothers and sisters, we have an obligation—but it is not to the flesh, to live according to it. 13 For if you live according to the flesh, you will die; but if by the SPIRIT you put to death the misdeeds of the body, you will live. 14 For those who are LED BY THE SPIRIT of God are the children of God. (NIV) Galatians 5:25 If we LIVE BY THE SPIRIT, let us also keep in step with the Spirit. (ESV) 5A. YOU FOLLOW THE SPIRIT BY LEARNING HIS VOICE John 10:27 My sheep hear my voice, and I know them, and they follow me. (ESV) John 16:13 When the Spirit of truth comes, he will guide you into all the truth, for he will not speak on his own authority, but whatever he hears he will speak, and he will declare to you the things that are to come. (ESV) 5B. YOU FOLLOW THE SPIRIT’S LEADING BY PAYING ATTENTION TO HIS PROMPTINGS 5C. THE HOLY SPIRIT’S VOICE WILL CORRECT YOU Acts 10:13-15 Then a voice said to him, “Get up, Peter; kill and eat them.” 14 “No, Lord,” Peter declared. “I have never eaten anything that our Jewish laws have declared impure and unclean.” 15 But the voice spoke again: “Do not call something unclean if God has made it clean.” (NLT) 5D. THE HOLY SPIRIT’S VOICE WILL RESTRAIN YOU Acts 16:6–7 And they went through the region of Phrygia and Galatia, having been FORBIDDEN by the Holy Spirit to speak the word in Asia. 7 And when they had come up to Mysia, they attempted to go into Bithynia, but the Spirit of Jesus DID NOT allow them. (ESV) 5E. THE HOLY SPIRIT WILL DIRECT YOU ON WHERE TO GO Acts 8:29 And the Spirit said to Philip, “GO over and join this chariot.” (ESV) Acts 10:19–20 And while Peter was pondering the vision, the Spirit said to him, “Behold, three men are looking for you. 20 Rise and GO down and accompany them without hesitation, for I have sent them.” (ESV) 5E. THE HOLY SPIRIT’S VOICE WILL DIRECT YOU ON A DECISION Acts 13:2 While they were worshiping the Lord and fasting, the Holy Spirit said, “Set apart for me Barnabas and Saul for the work to which I have called them.” (ESV) Acts 15:28 For it has seemed good to the Holy Spirit and to us to lay on you no greater burden than these requirements: (ESV) 5F. THE HOLY SPIRIT’S VOICE WILL SPEAK TO US ABOUT THE FUTURE Acts 20:23 except that the Holy Spirit testifies to me in every city that imprisonment and afflictions await me. (ESV) 6. YOU FOLLOW THE SPIRIT’S LEADING BY OBEYING THE SPIRIT Ephesians 4:30 And do not GRIEVE the Holy Spirit of God, by whom you were sealed for the day of redemption. (NIV) 1 Thessalonians 5:19 Do not QUENCH the Spirit. (ESV) Hebrews 3:7–8 Therefore, as the Holy Spirit says, “Today, if you hear his voice, 8 do not harden your hearts as in the rebellion, on the day of testing in the wilderness, (ESV)
THE SECRETS TO DAILY FOLLOWING THE HOLY SPIRIT 1 Thessalonians 5:23–24 May God himself, the God of peace, sanctify you through and through. May your whole spirit, soul and body be kept blameless at the coming of our Lord Jesus Christ. 24 The one who calls you is faithful, and HE WILL DO IT (NIV) Titus 3:5 he saved us, not because of the righteous things we had done, but because of his mercy. He washed away our sins, giving us a new birth and new life THROUGH THE HOLY SPIRIT. (NIV) Galatians 3:3 Are you so foolish? After beginning by means of the Spirit, are you now trying to finish by means of the flesh? (NIV) 6 STEPS TO BEING SPIRIT LED INSTEAD OF FLESH LED Romans 8:14 For all who are led by the Spirit of God are sons of God. (ESV) 1. BEING LED BY THE SPIRIT STARTS FROM FREEDOM, NOT CONDEMNATION Romans 8:1 There is therefore now no condemnation for those who are in Christ Jesus. (ESV) 2. BEING LED BY THE SPIRIT IS ABOUT SURRENDERING MORE, NOT STRIVING MORE Romans 8:3–4 For God has done what the law, weakened by the flesh, could not do. By sending his own Son in the likeness of sinful flesh and for sin, he condemned sin in the flesh, 4 in order that the righteous requirement of the law might be fulfilled in us, who walk not according to the flesh BUT ACCORDING TO THE SPIRIT. (ESV) 2 Corinthians 3:18 And we all, with unveiled face, beholding the glory of the Lord, are being transformed into the same image from ONE DEGREE OF GLORY TO ANOTHER. For THIS COMES FROM the Lord who is the Spirit. (ESV) 3. BEING LED BY THE SPIRIT INVOLVES RENEWING YOUR MIND Romans 8:5–6 For those who live according to the flesh set their MINDS on the things of the flesh, but those who LIVE ACCORDING TO THE SPIRIT set their MINDS on the things of the Spirit. 6 For to set the MIND on the flesh is death, but to set the MIND on the Spirit is life and peace. (ESV) Ephesians 4:23 Instead, LET THE SPIRIT RENEW YOUR THOUGHTS AND ATTITUDES. (NLT) 4. BEING LED BY THE SPIRIT INVOLVES CRUCIFYING YOUR FLESH Romans 8:7–8 For the mind that is set on the flesh is hostile to God, for it does not submit to God’s law; indeed, it cannot. 8 Those who are in the FLESH cannot please God. (ESV) Galatians 5:16 But I say, walk by the Spirit, and you will not gratify the desires of the flesh. (ESV) Romans 8:13 For if you live according to the flesh you will die, but if by the Spirit you put to death the deeds of the body, you will live. (ESV) 5. BEING LED BY THE SPIRIT REQUIRES LEARNING TO FOLLOW THE SPIRIT’S LEADING Romans 8:9–14 You, however, are not in the realm of the flesh but are in the realm of the Spirit, if indeed the Spirit of God lives in you. And if anyone does not have the Spirit of Christ, they do not belong to Christ. 10 But if Christ is in you, then even though your body is subject to death because of sin, the SPIRIT GIVES LIFE because of righteousness. 11 And if the Spirit of him who raised Jesus from the dead is living in you, he who raised Christ from the dead will also GIVE LIFE to your mortal bodies because of his SPIRIT who lives in you. 12 Therefore, brothers and sisters, we have an obligation—but it is not to the flesh, to live according to it. 13 For if you live according to the flesh, you will die; but if by the SPIRIT you put to death the misdeeds of the body, you will live. 14 For those who are LED BY THE SPIRIT of God are the children of God. (NIV) Galatians 5:25 If we LIVE BY THE SPIRIT, let us also keep in step with the Spirit. (ESV) 5A. YOU FOLLOW THE SPIRIT BY LEARNING HIS VOICE John 10:27 My sheep hear my voice, and I know them, and they follow me. (ESV) John 16:13 When the Spirit of truth comes, he will guide you into all the truth, for he will not speak on his own authority, but whatever he hears he will speak, and he will declare to you the things that are to come. (ESV) 5B. YOU FOLLOW THE SPIRIT’S LEADING BY PAYING ATTENTION TO HIS PROMPTINGS 5C. THE HOLY SPIRIT’S VOICE WILL CORRECT YOU Acts 10:13-15 Then a voice said to him, “Get up, Peter; kill and eat them.” 14 “No, Lord,” Peter declared. “I have never eaten anything that our Jewish laws have declared impure and unclean.” 15 But the voice spoke again: “Do not call something unclean if God has made it clean.” (NLT) 5D. THE HOLY SPIRIT’S VOICE WILL RESTRAIN YOU Acts 16:6–7 And they went through the region of Phrygia and Galatia, having been FORBIDDEN by the Holy Spirit to speak the word in Asia. 7 And when they had come up to Mysia, they attempted to go into Bithynia, but the Spirit of Jesus DID NOT allow them. (ESV) 5E. THE HOLY SPIRIT WILL DIRECT YOU ON WHERE TO GO Acts 8:29 And the Spirit said to Philip, “GO over and join this chariot.” (ESV) Acts 10:19–20 And while Peter was pondering the vision, the Spirit said to him, “Behold, three men are looking for you. 20 Rise and GO down and accompany them without hesitation, for I have sent them.” (ESV) 5E. THE HOLY SPIRIT’S VOICE WILL DIRECT YOU ON A DECISION Acts 13:2 While they were worshiping the Lord and fasting, the Holy Spirit said, “Set apart for me Barnabas and Saul for the work to which I have called them.” (ESV) Acts 15:28 For it has seemed good to the Holy Spirit and to us to lay on you no greater burden than these requirements: (ESV) 5F. THE HOLY SPIRIT’S VOICE WILL SPEAK TO US ABOUT THE FUTURE Acts 20:23 except that the Holy Spirit testifies to me in every city that imprisonment and afflictions await me. (ESV) 6. YOU FOLLOW THE SPIRIT’S LEADING BY OBEYING THE SPIRIT Ephesians 4:30 And do not GRIEVE the Holy Spirit of God, by whom you were sealed for the day of redemption. (NIV) 1 Thessalonians 5:19 Do not QUENCH the Spirit. (ESV) Hebrews 3:7–8 Therefore, as the Holy Spirit says, “Today, if you hear his voice, 8 do not harden your hearts as in the rebellion, on the day of testing in the wilderness, (ESV)
In this message from Matthew 5, Pastor Caleb teaches through the first two Beatitudes: “Blessed are the poor in spirit” and “Blessed are those who mourn.” This sermon explores humility, dependence on God, surrender to Jesus, grief, repentance, and the comfort God brings through His presence, forgiveness, and restoration.Click here to view the episode transcript. (00:00) - Welcome and Introduction to the Beatitudes (00:44) - Understanding the Sermon on the Mount (02:10) - Why Crowds Traveled to Hear Jesus (04:35) - A Different Kind of Revolution (06:13) - The Beatitudes Must Lead Us to Jesus (07:24) - Matthew 5 and the First Two Beatitudes (07:50) - What Does Blessed Really Mean? (11:45) - Present Assurance and Future Promise (13:10) - What It Means to Be Poor in Spirit (15:52) - Solomon and the Emptiness of Life Without God (20:24) - The Kingdom of Heaven and Full Dependence on God (27:07) - Depend on God Daily, Not Just in Crisis (29:23) - Blessed Are Those Who Mourn (31:29) - Learning to Grieve in a Healthy Way (35:06) - Mourning Sin, Suffering, and What Breaks God's Heart (37:16) - God's Comfort, Forgiveness, and Restoration
Kyle Grieve and Shawn O'Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any business would envy. They'll trace the company's growth history, untangle its complex capital structure, and assess its current debt situation. They'll also cover F1's competitive advantages, pricing power, incentives, and so much more! IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:55 - How F1 generates billions of dollars from 24 live events 00:03:22 - Why most sports franchises fail to produce cash flow 00:05:16 - How Liberty got away from the tracking stock structure to simplify things 00:16:19 - How the Concorde agreements pose risk 00:21:10 - The debt structure Liberty built to help build sustainable cash flow 00:38:04 - Details of F1 Group's other surprising racing league 00:45:34 - How Netflix's streaming coverage of F1 helped grow the sport 01:02:02 - Why the business remains capital light 01:11:30 - How cross-promotions and synergies create exciting new growth levers Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Watch the video about the dealmakers behind F1's success. Watch how F1 impacts local communities with its events. Read the book on Formula One's history. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
There's a particular kind of grief that almost nobody talks about — the grief of a life that never happened. The marriage you thought you'd have by now. The career that didn't go the way you planned. The family you imagined that looks nothing like reality. The version of yourself you thought you'd be at this age. In today's episode, Celeste talks about grieving the imagined life — and why letting go of who you thought you'd be is one of the most important and most overlooked parts of healing. If you've been quietly mourning a future that didn't happen, this one will give you permission to feel it fully. Today's shift: Name the life you thought you'd have — and give yourself permission to grieve the gap between that and where you are now. Today's shift: Stop waiting for closure to come from the outside — and start creating it from within. visit the wellness center stwyt.com Events Store Follow Celeste podcast page on tick tock , facebook and instagram Follow Celeste Personal Page on tick tock , facebook and instagram
Wild's season is over after a collapse in Denver last night. We unpack that with takes and talkbacks for the opening hour! See omnystudio.com/listener for privacy information.
Wild's season is over after a collapse in Denver last night. We unpack that with takes and talkbacks for the opening hour!
This week on Live Happy Now, Paula sits down with Dr. Korie Leigh, an internationally recognized expert in childhood bereavement and author of When Everything Changes: Parenting Through Loss and Grief. Drawing from her work in pediatric palliative care and thanatology, Dr. Leigh explains why children grieve differently than adults and why honest, concrete communication matters when helping them navigate loss. She also shares how parents can support their children even while managing their own grief, and why resilience is a muscle families can build together. In this episode, you'll learn: Why euphemisms around death can confuse children and increase fear or guilt. How children “puddle jump” through grief and why their processing looks so different from adults. How parents can support a grieving child even while grieving themselves — and why “good enough” parenting truly is enough.
What if closure isn't actually what grief needs? In this episode, Vanessa explores the difference between grief that has been witnessed, ritualized, and given symbolic form, and grief that stays suspended when there has been no real threshold, no communal acknowledgment, and no place for psyche to put what happened. From death to losing a home, a relationship, or an entire world, this is a conversation about ritual, rupture, and why some grief moves while other grief circles. The invitation isn't to “get over it,” but to create form: witness, ritual, and integration when life didn't provide it.For educational purposes only. This isn't therapy.If you want to go deeper, check out the written companion on Substack and explore community + training at https://www.vanessaBennett.com.Additional ResourcesExplore: VanessaBennett.comBook: The Motherhood MythCommunity: Inner Compass CollectiveTraining: Inner Compass AcademyConnect with Inner CompassFollow on InstagramConnect with Vanessa Bennett:Follow on InstagramFollow on TikTokLearn more on SubstackConnect with Vanessa Bennett on LinkedInSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
When we face suffering, we want to know someone understands. Brittany Allen reveals the God who is “near to the brokenhearted.” She’ll help us combat the lies and half-truths we often believe about our suffering. Learn to find the courage to grieve and embrace the God who heals when you join us for Equipped with Chris Brooks. Featured resource:Free to Weep by Brittany Allen May thank you gift:Raising Daughters: A Christian Mom's Guide for the Lifelong Journey by September McCarthy Equipped with Chris Brooks is made possible through your support. To donate now, click here. To become 1 in 100 who supports at $1,000 (annually or $83/month), click here.
Matthew 5:4 “Blessed are those who mourn, for they will be comforted.”Ways people deal with sin:ignoring itexcusing itmanaging itFeel the weight of itSTOP PRETENDING Psalm 51:3 For I know my transgressions, and my sin is always before me.Psalm 38:4 My guilt has overwhelmed me like a burden too heavy to bear.FEEL IT2 Corinthians 7:10 Godly sorrow brings repentance that leads to salvation and leaves no regret, but worldly sorrow brings death.James 4:7-10 Submit yourselves, then, to God. Resist the devil, and he will flee from you. Come near to God and he will come near to you. Wash your hands, you sinners, and purify your hearts, you double-minded. Grieve, mourn and wail. Change your laughter to mourning and your joy to gloom. Humble yourselves before the Lord, and he will lift you up.TURN FROM ITJoel 2:12-13 “Even now,” declares the Lord, “return to me with all your heart, with fasting and weeping and mourning.” Rend your heart and not your garments. Return to the Lord your God, for he is gracious and compassionate, slow to anger and abounding in love, and he relents from sending calamity.Acknowledge it Stop explaining it away.Feel it (Godly sorrow) Let it actually hit your heart.Confess it Get honest with God (and people).Turn from it Change patterns/behaviorTurn toward God Replace the behavior with pursuit of Him.Luke 15:11-24“There was a man who had two sons. The younger one said to his father, ‘Father, give me my share of the estate.' So he divided his property between them. “Not long after that, the younger son got together all he had, set off for a distant country and there squandered his wealth in wild living. After he had spent everything, there was a severe famine in that whole country, and he began to be in need. So he went and hired himself out to a citizen of that country, who sent him to his fields to feed pigs. He longed to fill his stomach with the pods that the pigs were eating, but no one gave him anything. “When he came to his senses, he said, ‘How many of my father's hired servants have food to spare, and here I am starving to death! I will set out and go back to my father and say to him: Father, I have sinned against heaven and against you. I am no longer worthy to be called your son; make me like one of your hired servants.' So he got up and went to his father. “But while he was still a long way off, his father saw him and was filled with compassion for him; he ran to his son, threw his arms around him and kissed him. “The son said to him, ‘Father, I have sinned against heaven and against you. I am no longer worthy to be called your son.' “But the father said to his servants, ‘Quick! Bring the best robe and put it on him. Put a ring on his finger and sandals on his feet. Bring the fattened calf and kill it. Let's have a feast and celebrate. 2For this son of mine was dead and is alive again; he was lost and is found.' So they began to celebrate.Matthew 5:4 “Blessed are those who mourn, for they will be comforted.”4. RECEIVE COMFORTGod doesn't condemn what you confess, He comforts it.Romans 8:1 There is now no condemnation for those who are in Christ Jesus.Psalm 103:10-12 He does not punish us for all our sins, he does not deal harshly with us, as we deserve. For his unfailing love toward those who fear him is as great as the height of the heavens above the earth. He has removed our sins as far from us as the east is from the west.WHAT YOU DON'T TRANSFORM, YOU TRANSFER The Process of Real Repentance:
Mother's Day can be a tender and complicated time, especially for those navigating life as a motherless daughter. In this episode, we explore the true importance of celebration as a meaningful practice of presence, healing, and self-compassion. You'll learn how to honor your experience, redefine celebration on your own terms, and create rituals that support you through grief and growth. What You'll Learn: How grief can show up around Mother's Day Mindful ways to honor your mother and yourself Simple rituals for healing and reflection How to navigate holidays when they feel heavy Share with me how you plan to celebrate your mama this Mother's Day on Instagram @OneWade. Need time to tend to yourself? Take yourself on a Grief Walk. This is one of the guided walking meditations I have in the Centered Walks collection. Learn more and download here. Curious to work together 1:1 schedule a complimentary connection call here.
Have you ever walked past something — a park, a pair of tiny shoes, a photo on the fridge — and felt that sudden ache of a season that's gone? That's where this episode starts. Christie was walking her dog when she passed a neighborhood park where her boys used to play, and the grief hit her out of nowhere.Not grief over something bad. Grief over something beautiful that simply isn't anymore.And then her brain did what it always does — it connected it to you. To the women she works with who are afraid to let go of alcohol because they're grieving it before they've even quit.In this episode, Christie unpacks why that grief is real, what you're actually going to miss (and what you're not), and the one reframe that changes everything: drinking didn't make you more yourself. Untangling yourself from alcohol will.IN THIS EPISODEWhy grief is a completely normal — and actually appropriate — part of letting go of alcoholThe park moment: Nathan, Andrew, and Ben, and what one walk taught Christie about missing a seasonThe minivan reel that broke her heart a little (you've seen it, you know the one)What you're really going to miss vs. what you think you're going to miss — and why those are very different thingsThe identity lie: why so many women drink to feel like themselves, and why it's working against themThe neuroscience of why alcohol feels like relief — and why that feeling is a trickWhat it looks like when a woman finally comes back into focusPermission to grieve AND keep goingDrop us a Question or CommentIf you have ever...Struggled with the social pressures associated with alcohol use.Felt isolated, alone, and unsure of how to break the cycle.Experienced shame and frustration after drinking.Told yourself, “I'll never get this. It's no use.”Then this 5-Day Sacred Sobriety Kick Start is for you! Each day, you'll receive a short video with simple tasks to help you analyze your drinking habits with clarity.
J.S. Park has spent over a decade at the bedsides of the sick and dying as a hospital chaplain. He passes his days in the valley of the shadow of death, and he hasn't left empty-handed. He was generous enough to share what he's learned about the utility of grief, the ministry of presence, and faith shaped by experience.Show NotesWhat we mentioned:As Long As You Need: Permission to Grieve by J.S. Park - https://a.co/d/04AUzjhFThe Grieving Brain: The Surprising Science of How We Learn from Love and Loss by Mary-Frances O'Connor - https://a.co/d/03pTkAz7We Are Made of Us: Uncovering Our Hidden Family Dynamics, Rewriting Our Stories, and Returning to Ourselves by J.S. Park - https://a.co/d/06lrj9A3Where to find J.S. Park:Instagram: https://www.instagram.com/jspark3000/Website: https://jspark3000.com/Scriptures we referenced:John 16:33For more messages of hope, free resources, and opportunities to connect with me: https://hopeheals.com/Follow me on Instagram: https://www.instagram.com/hopeheals/Subscribe to The GoodHard Story Podcast!Apple Podcasts: https://podcasts.apple.com/us/podcast/good-hard-story-podcast/id1496882479Spotify:https://open.spotify.com/show/0OYz6G9Q2tNNVOX9YSdmFb?si=043bd6b10a664bebWant a little hope in your inbox? Sign up for the Hope Note, a monthly digest of only the good stuff, like reflections from me and a curated roundup of the Internet's most redemptive content: http://eepurl.com/gGUnlfGet to know us:Hope Heals: https://hopeheals.com/spacesHope Heals Camp: https://hopeheals.com/campMend Coffee: https://www.mendcoffee.com/Instagram: https://www.instagram.com/hopeheals/
Kyle Grieve and Shawn O'Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only viable option for small companies and international firms seeking access to the US market, and how this quasi-monopoly has generated exceptional returns without debt or excessive dilution. By the end, you'll understand the durable competitive moats protecting this business and whether the current stock price offers an attractive entry point for value investors. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:24 - Why OTC Markets operates as a hidden monopoly, most investors have never heard of 00:03:08 - The three business segments generating recurring revenue from market infrastructure 00:09:09 - How OTCM's pricing power compares to other monopolistic businesses 00:14:54 - Why 130 employees can manage the infrastructure for over 12,000 securities 00:19:41 - What keeps customers so loyal 00:23:02 - How regulatory relationships create barriers to entry 00:46:22 - The surprising reason declining subscriber counts might not be concerning 00:51:00 - The exceptional unit economics that make Corporate Services so profitable 00:54:29 - Why management's capital allocation approach is so different from that of typical CEOs 01:11:54 - Whether this hidden infrastructure gem deserves a spot in your portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join The Intrinsic Value Conference in Omaha this May 1, 2026! Learn how to join us in Omaha for the Berkshire meeting here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Shawn, Kyle, Daniel, and the other community members. Track The Intrinsic Value Portfolio. Learn more about OTC Markets Group on their IR. Listen to an interview with CEO, Cromwell Coulson. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve and Shawn O'Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only viable option for small companies and international firms seeking access to the US market. Find out whether the current stock price offers an attractive entry point for value investors. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:24 - Why OTC Markets operates as a hidden monopoly, most investors have never heard of 00:03:08 - The three business segments generating recurring revenue from market infrastructure 00:09:09 - How OTCM's pricing power compares to other monopolistic businesses 00:14:54 - Why 130 employees can manage the infrastructure for over 12,000 securities 00:19:41 - What keeps customers so loyal 00:27:02 - How regulatory relationships create barriers to entry 00:50:22 - The surprising reason declining subscriber counts might not be concerning 00:59:00 - The exceptional unit economics that make Corporate Services so profitable 01:02:29 - Why management's capital allocation approach is so different from that of typical CEOs 01:19:54 - Whether this hidden infrastructure gem deserves a spot in your portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Join The Intrinsic Value Conference in Omaha this May 1, 2026! Track The Intrinsic Value Portfolio. Learn more about OTC Markets Group on their IR. Listen to an interview with CEO, Cromwell Coulson. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Have you ever found yourself sitting in your car, staring straight ahead, thinking…“This is not where I thought my life would be.”Maybe something ended.Maybe something changed.Or maybe life just didn't go the way you planned.And now you're caught in this tension—Trying to move forward… while still holding on to what you've lost.Here's the truth no one really tells you:You don't have to “get over it” to start moving forward.In today's episode, you'll discover how to stop feeling stuck between grief and growth—and instead learn how they can actually work together.
Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchlist companies like FICO, Trade Desk, and Nintendo. They also cover companies that might need to leave the portfolio today. Candidates are TransDigm and Copart. For each, the question is the same: What are the key points of the investment thesis, has the thesis held up, and does the current valuation still make sense? IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro00:04:38 - The key thesis behind Exor00:15:37 - The key thesis behind TransDigm and our thoughts on Copart00:29:45 - The key thesis behind Reddit00:40:28 - The key thesis behind Airbnb00:57:58 - The key thesis behind Universal Music Group01:06:04 - Our thoughts on Trade Desk01:20:04 - Our thoughts on FICO01:29:10 - Our thoughts on Nintendo Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join The Intrinsic Value Conference in Omaha this May 1, 2026! Learn how to join us in Omaha for the Berkshire meeting here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Shawn, Kyle, Daniel, and the other community members. Podcasts: Exor, TransDigm, Copart, Reddit, Airbnb, Universal Music Group, Trade Desk, FICO. Newsletters: Exor, TransDigm, Copart, Reddit, Airbnb, Universal Music Group, Trade Desk, FICO. Follow Daniel on X and Linkedin. Follow Shawn on X and Linkedin. Follow Kyle on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchlist companies like FICO, Trade Desk, and Nintendo. They also cover companies that might need to leave the portfolio today. Candidates are TransDigm and Copart. For each, the question is the same: what are the key points of the investment thesis, has the thesis held up, and does the current valuation still make sense? IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:05:10 - The key thesis behind Exor 00:16:16 - The key thesis behind TransDigm and our thoughts on Copart 00:33:05 - The key thesis behind Reddit 00:43:54 - The key thesis behind Airbnb 01:01:41 - The key thesis behind Universal Music Group 01:13:54 - Our thoughts on Trade Desk 01:27:42 - Our thoughts on FICO 01:36:40 - Our thoughts on Nintendo Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Learn how to join us in Omaha for the Berkshire meeting here. Join The Intrinsic Value Conference in Omaha this May 1, 2026! Podcasts: Exor, TransDigm, Copart, Reddit, Airbnb, Universal Music Group, Trade Desk, FICO. Newsletters: Exor, TransDigm, Copart, Reddit, Airbnb, Universal Music Group, Trade Desk, FICO. Follow Daniel on X and Linkedin. Follow Shawn on X and Linkedin. Follow Kyle on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve is joined by co-host Daniel Mahncke to discuss Wise PLC, a London-listed FinTech company that enables cheap and fast cross-border payments by matching local flows rather than moving money internationally through costly SWIFT networks. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:04:45 - The clever mechanism Wise uses to move money without actually crossing borders 00:09:14 - Why two Estonians at a London party ended up disrupting global banking 00:13:44 - How Wise earns revenue from four streams 00:21:44 - Which of Wise's three competitor industries is the most threatening and why 00:26:04 - How fast payments have become at Wise 00:42:12 - Why deliberately lowering your own prices can be a sign of business strength 01:08:12 - The flywheel that makes Wise harder to beat, the larger it grows 01:10:35 - What to make of the CEO controversy 01:23:51 - How Wise's capital allocation stacks up against Buffett's ultimate litmus test 01:30:26 - What the numbers suggest investors could earn holding Wise Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Learn how to join us in Omaha for the Berkshire meeting here. Kyle and Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Read about cross-border payments 101. Read more on Wise, featured in Wall Street's Blind Spots. Listen to a conversation with Wise's CEO, Kristo Käärmann. Follow Kyle on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Shopify Netsuite Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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