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Organizations are absorbing more change than they were ever built for, and that change always comes with a lot of feelings. Whether it's a layoff, a reorg, a promotion, or handing off a project you built, we're constantly having to shed hopes and dreams and stability and start over. But most companies are built to avoid those feelings, not process them, so they just accumulate. Leaders skip straight to the "let's get excited about the future!" phase, everyone's feelings go underground, and teams get trapped in a game of pretend that grinds work to a halt. In this episode, Rodney sits down with Molly Graham, founder of Glue Club and host of TED's WorkLife, to crack open the chestnut of identity, change, and grief at work. They explore the consequences that come with fusing who we are with what we do, the unintentional harm caused by leaders who pretend everything's fine when it's not, and why every big change needs a "funeral" before everyone can finally move forward. Get all of Molly's links, references mentioned in this episode, and the full transcript here: https://www.theready.com/podcast/episodes/awwtr57-grief-identity-and-change-at-work-with-molly-graham -------------------------------- Ready to change your organization? Let's talk. Get our newsletter: Sign up here. Follow us: LinkedIn Instagram -------------------------------- 00:00 Intro + Check-In: What's a risk you took everyone thought was a bad idea? 04:08 How to handle the pressure of a big new Lego 08:40 How your identity gets fused with your job 12:24 How identity shifts across career phases 15:18 How capitalism fuses your work and your life 20:00 The fear-driven meta-narrative around AI 23:17 How we should actually be talking about AI at work 33:06 Why we're so bad at handling feelings and grief at work 40:47 Moving leaders from "shit umbrella" to "shit filter" 44:16 Why grief doesn't care about your deadlines 47:47 What responsibility do companies have for worker wellbeing? 52:05 Why the worker-employer contract is breaking Sound engineering and design by Taylor Marvin of Coupe Studios.
In today's episode, Kyle Grieve and Shawn O'Malley revisit Alphabet nearly two years after Shawn's original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across Search, YouTube, Cloud, and Waymo, and unpack why the market's fears around AI disrupting Google were largely unfounded. Along the way, they dig into how Alphabet is funding its buildout, what that means for shareholders, and which questions will determine whether this evolved version of the business is actually better. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:41) Why Shawn's original Alphabet thesis needed a revisit (00:06:55) How the AI-kills-search narrative played out in reality (00:30:28) Why Google Cloud's margins surprised skeptical investors (00:43:48) How Waymo went from afterthought to major asset (00:49:44) How Alphabet's AI spending flows through its earnings (01:03:12) What Berkshire Hathaway's growing stake signals about the company (01:03:47) Why Alphabet paused buybacks and started raising equity (01:07:15) Which unresolved questions will define Alphabet's next few years (01:13:13) Whether Kyle & Shawn will add to their Alphabet in the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Portfolio Review Submit Tool. Our original podcast deep-dive on Alphabet. Check out our previous Intrinsic Value breakdowns: SpaceX, Microsoft, Meta. 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 Superhuman 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today's episode, Kyle Grieve and Shawn O'Malley revisit Alphabet nearly two years after Shawn's original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across Search, YouTube, Cloud, and Waymo, and unpack why the market's fears around AI disrupting Google were largely unfounded. Along the way, they dig into how Alphabet is funding its buildout, what that means for shareholders, and which questions will determine whether this evolved version of the business is actually better. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:03) Why Shawn's original Alphabet thesis needed a revisit (00:05:55) How the AI-kills-search narrative played out in reality (00:32:00) Why Google Cloud's margins surprised skeptical investors (00:45:27) How Waymo went from afterthought to major asset (00:51:27) How Alphabet's AI spending flows through its earnings (01:09:06) What Berkshire Hathaway's growing stake signals about the company (01:09:42) Why Alphabet paused buybacks and started raising equity (01:13:11) Which unresolved questions will define Alphabet's next few years (01:19:06) Whether Kyle & Shawn will add to their Alphabet position in the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Our original podcast deep-dive on Alphabet. Check out our previous Intrinsic Value breakdowns: SpaceX, Microsoft, Meta. 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: Monarch Plus500 Scribe Plaud Netsuite 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Sudden sadness. Bursts of irritability. If that sounds familiar, you may be carrying grief you haven't recognized—and naming it is the first step toward bringing it to God, healing, and moving forward.In this conversation, Ellen and licensed therapist Nicole Langman explore the often-overlooked losses that can leave us grieving even when no one has died. Together, they discuss:Why we compare our pain to others—and why we don't have toHow grief can show up as anger, guilt, shame, or even reliefWhy joy and sorrow can exist at the same timeHow to recognize, name, and process the grief you're carryingWhat to do when you're asking God, “Why?”Practical ways to bring your grief to God and begin healingNicole also shares how Scripture and honest prayer can help us remember that God is near in our pain.This Isn't The Story I Wanted: Grieving the Life You Lost and Trusting the God Who StaysScripture referenced:Psalm 56:8 | Psalm 18:6 | John 11:35About Nicole:NicoleLangman.com | @_nicolelangman | FacebookNicole's Bible study tools:ESV | Filament Bible | Transparent sticky notes | Logos (get a 60-day free trial with this link!) | BlueLetterBible.org | BibleProject.com
This sermon examines the personal nature of the Holy Spirit and the believer's capacity to grieve Him through sinful actions such as bitterness, anger, and unforgiveness. It emphasizes that while the Spirit seals the believer for salvation, persistent resistance to His conviction leads to quenching His influence, resulting in spiritual dryness and a perceived absence of God's presence. The message contrasts this negative dynamic with the positive possibility of pleasing the Spirit by cultivating kindness, tenderness, and forgiveness within the body of Christ. The tone is pastoral and convicting, urging believers to actively listen to the Spirit's voice and respond with obedience to maintain a vibrant, joyful communion with God.
What happens when someone you love finally seems to have changed—only for an old, painful pattern to suddenly come back? In this deeply relatable coaching session, Christine works with Haley, who grew up with a verbally and emotionally abusive father. After a period of having no relationship with him, the two spent the last five years rebuilding their connection. Haley began to genuinely enjoy being around her father and finally felt loved and supported by him. Then one painful conflict changed everything. After Haley stood up for her younger sister, she saw a side of her father she hadn't seen in years. Suddenly, she was transported back to the fear, hurt, and confusion she experienced as a child. The relationship she thought had changed no longer felt as safe or stable as she believed. Christine helps Haley explore the painful reality of what happens when someone shows signs of growth but reverts to old behaviors the moment we disagree, set a boundary, or stop behaving the way they want us to. Together, they explore narcissistic traits, emotionally abusive family dynamics, accountability, boundaries, grieving the parent you wanted, and the difference between someone's potential and the reality of what they're actually capable of relationally. For Haley, the deeper work may not be figuring out how to get her father to understand. It may be finding her own voice, trusting her inner authority, protecting her peace, and letting go of the hope that saying something perfectly will finally create the response she's always wanted. If you've ever rebuilt a relationship only to have an old pattern return, this conversation is a powerful reminder that the good moments don't necessarily have to be fake—but they also don't erase what happens when conflict, boundaries, or individuation enter the relationship. Press play to explore how accepting someone's limitations can help you stop fighting for their potential and start choosing your own peace. Consider / Ask Yourself Have you believed someone changed, only to see an old painful behavior suddenly return? Are you still hoping that if you explain yourself clearly enough, someone will finally understand your perspective? Did you learn as a child that staying quiet was the safest way to avoid conflict? Are you investing more energy in someone's potential than in the reality of how they consistently show up? What would choosing your own peace look like if the other person never takes accountability or apologizes? Key Insights and A-Ha's People can have genuinely good periods and still have limited capacity for healthy conflict and repair. One of the clearest tests of a relationship can be what happens when you disagree, say no, set a boundary, or stop organizing yourself around another person's emotional needs. When a child grows up around emotionally abusive or narcissistic traits, speaking up may feel unsafe even in adulthood. Trying harder to make someone understand you can repeat the childhood pattern of fighting for validation and approval. Healthy relational repair requires the capacity for responsibility, accountability, empathy, and apology. Understanding someone's limitations can help you manage your expectations and make more self-honoring choices. The "good" moments don't necessarily mean someone has fundamentally changed—and the painful moments don't necessarily mean every good moment was fake. Sometimes peace comes from accepting what a relationship actually is rather than continuing to fight for what you wish it could become. Potential isn't the same thing as reality. How to Deepen the Work Learn more about narcissistic traits and emotionally unhealthy relationship patterns so you can better understand what may—and may not—be possible in the relationship. Ask yourself whether you're speaking because it's important for your own integrity or because you're hoping to finally make the other person understand. If repair is necessary, consider what you can genuinely take responsibility for without apologizing for something that would feel like self-betrayal. Notice when you're tempted to overexplain, defend yourself, or prove your perspective. Grieve the idealized version of the parent or relationship you hoped you could have. Redirect energy away from trying to change someone and toward relationships where accountability, empathy, and mutual effort are possible. Ask yourself: "What do I need to choose for my own peace?" Resources Mentioned in This Episode Be the Queen Christine and her husband are opening the doors to Be the Queen again in April. The program is designed for women who want to call in healthy, soul-aligned partnership and stop unconsciously attracting relationships based on patterns from their past. Join the early-bird notification list for special pricing and additional resources: Learn more about Be the Queen Coaches Corner with Rebecca Zung Christine references her previous conversation with Rebecca Zung about narcissism and navigating relationships with high-conflict people. She recommends revisiting this episode for additional insight into why defending yourself may become an exhausting and unproductive use of your energy in certain relational dynamics. Listen to Christine's Coaches Corner with Rebecca Zung Dr. Ramani Christine also recommends exploring the work of Dr. Ramani Durvasula for additional education about narcissism, narcissistic traits, and narcissistic relationships. Social Media + Resources Christine Hassler — Take a Coaching Assessment Christine Hassler Podcasts including Coaches Corner Expectation Hangover by Christine Hassler Facebook — Christine Hassler Instagram — @ChristineHassler Instagram — @SacredUnionCouples Apply to be coached on the show Courses, retreats, and more resources
Major surgery can temporarily change what your body can do. But being strong before surgery, physically and mentally, can change how you approach everything that comes next.In this episode of Stronger By Design, Michelle MacDonald sits down with two remarkable women who know that firsthand: Susan Thiessen, 67, and Joan MacDonald, 80.Susan has faced four hip operations in a little over a year, including an unexpected surgery following a serious infection that interrupted her return to bodybuilding and the competitive stage. Joan recently underwent a full knee replacement after years of pain, following a reverse shoulder replacement the previous year. Both women entered these challenges with something incredibly valuable already in their corner: strength.Together, Susan, Joan and Michelle have an open conversation about what recovery really looks like for women over 60. They discuss preparing your body before surgery, maintaining strength and movement as you age, following the recovery process without losing sight of who you are, and dealing with the frustration that comes when your body temporarily can't do what your mind wants it to do.Susan shares how her identity as an athlete helped her through weeks in the hospital and how focusing on what she would be able to do, rather than what she couldn't do, gave her something to work toward. Joan discusses the mental challenge of accepting limitations, her determination to return to the gym after knee replacement, and how dramatically different this recovery has been from her first knee surgery more than a decade earlier.They also explore the importance of accountability and community, listening to your medical team, knowing when not to push, nutrition and recovery habits, and why preparing for surgery can begin long before you enter the operating room.Most importantly, this conversation isn't about pretending recovery is easy. It's about building a body and mindset capable of meeting difficult moments when they arrive.Whether you're facing surgery, recovering from an injury, rebuilding after a setback, or simply want to stay strong and capable as you age, Susan and Joan offer living proof that getting older doesn't mean you stop moving forward.Favorite Moments0:00 How Much Does Strength Before Surgery Matter? Susan and Joan immediately establish the central idea of the episode: surgery is a major physical stress, and preparation matters.3:11 Four Hip Operations at 67: How Strength Changed Susan's Recovery Just days after an unplanned surgery, Susan was already walking without a walker. She explains why she believes entering surgery in exceptional physical condition made such a difference.7:27 When Recovery Challenges Your Identity as an Athlete Michelle and Susan discuss what happened when training, macros and normal check-ins had to give way to simply recovering.9:57 Accountability Isn't Someone Judging You Michelle reframes accountability as having someone who knows what you're capable of and can remind you who you are when you're struggling.12:00 Learning to Give Yourself Permission to Recover After three and a half weeks in the hospital, Susan describes something that's normally very difficult for her: slowing down.14:13 The Hardest Part of Recovery: Accepting Your Limitations Joan talks about impatience, believing she should be healing faster and eventually recognizing how much progress she was actually making.18:20 Two Knee Replacements, More Than a Decade Apart Michelle looks back at Joan's first knee replacement and contrasts who Joan was physically then with the dramatically stronger woman entering surgery this time.23:27 "I'm Going to Be Able to Get All That Strength Back" Joan explains how surviving the harder recovery from her first knee replacement gave her confidence that she could rebuild again.25:48 "Wow, I Can Actually Do It" Only weeks after surgery, Joan discovers what her new knee can already do, while also learning an important lesson about not pushing recovery too quickly.29:47 When Physical Therapy Becomes Your Workout Unable to train normally, Susan turns her rehabilitation exercises into a structured daily training plan and keeps her athlete mindset alive.33:23 "Even Your Warmups Are Heavy": What Happens When You Get Strong Michelle recalls Susan questioning her increasingly heavy deadlifts and the simple coaching statement that completely changed how she approached them.34:10 What Can You Control When Everything Else Is Uncertain? With Susan still facing uncertainty about another surgery, Michelle talks about aging, change and controlling how we show up when circumstances are outside our hands.35:05 Facing Surgery Later in Life? Get Strong First Joan's advice to other women is simple: don't wait passively for surgery. Prepare your body for what's coming.36:17 Susan's Advice: Allow Yourself to Grieve the Setback Susan explains why anger, sadness and disappointment have a place in recovery, but why eventually you have to accept what's happened and move forward.38:10 How to Prepare Your Body Before Surgery Michelle brings the lessons together with practical preparation around strength, nutrition, inflammation, habits, food planning and post-surgery support.43:38 At 80: "I Can Do Most of the Things I've Always Wanted to Do" Joan puts the entire conversation into perspective by describing what being strong at 80 actually gives her: the ability to continue doing things, taking chances and accepting challenges.GUEST: JOAN MACDONALDInstagram: https://www.instagram.com/trainwithjoanWebsite: https://www.trainwithjoanofficial.com/Joan MacDonald, known to millions through Train With Joan™, is an 80-year-old fitness inspiration whose transformation has helped challenge conventional ideas about aging, strength and what's possible later in life.In this episode, Joan shares her experience recovering from a full knee replacement following a reverse shoulder replacement the previous year. Her perspective is especially powerful because she can compare her current recovery as a strong, active 80-year-old with her experience undergoing knee replacement more than a decade earlier, before transforming her health and fitness.GUEST: SUSAN THIESSENSusan Thiessen is a 67-year-old competitive bodybuilding athlete who has demonstrated extraordinary resilience through a series of major medical setbacks. After preparing for and recovering from a planned hip replacement, Susan experienced complications that ultimately led to multiple additional hip operations and an extended hospital stay.Before her latest setback, Susan had returned to training, was hitting personal records and deadlifting more weight than ever as she prepared to return to the competitive stage. Today, she continues to approach rehabilitation with the same structure and determination she brings to bodybuilding, using physical therapy, training, nutrition and her athlete mindset to work toward getting strong again.HOST: MICHELLE MACDONALDMichelle MacDonald is the creator of the FITNESS MODEL BLUEPRINT™ and host of the Stronger By Design™ podcast. Known internationally for her evidence-based approach to women's fitness, Michelle has coached thousands of women since 2012 through strength training, nutrition and mindset. She is a Physique Champion, ISSA Strength and Conditioning Specialist, co-founder of Tulum Strength Club, and founder of The Wonder Women™ (TWW).Michelle is also recognized for helping inspire the remarkable transformation of her mother, Joan MacDonald (Train With Joan™), and continues to empower women to redefine aging through science-backed fitness education and coaching.
There's a version of you that has to be grieved before the next one can arrive.This week I sit down with Kelly Augustine — celebrity stylist to Danielle Brooks and Gabourey Sidibe, Contributing Editor at Marie Claire, founder of StyledbyKAB — for a conversation that starts with clothes and ends somewhere much deeper.We get into why styling is 80% psychology, the reset she needed after her divorce, what nobody tells you about meeting new moms in the middle of their body changes, how she navigated an industry that treated inclusivity as a trend and moved on, and the affirmation she's leaning on right now: “I am here.”
What if the reason you're exhausted isn't because you're working too hard—but because you're carrying an identity you were never meant to become? Author, speaker, former NFL linebacker, and Chase's close friend Caleb Campbell returns to Ever Forward Radio for a radically different conversation about ambition, achievement, personal development, and what happens when the strategies that made you successful stop making you feel alive. Drawing from his new book UN Striving: 12 Lessons on Authentic Success from a Recovering Overachiever, Caleb explains why many high performers unknowingly use success to create safety, prove their worth, outrun shame, and avoid the very emotions asking for their attention. Follow Caleb @caleb_campbell Follow Chase @chase_chewning ----- 00:00 Intro 00:20 Are You Pursuing Success—or Avoiding Fear? 01:39 The Question That Reveals What's Driving Your Life 04:40 Signs You've Outgrown Your Current Version of Success 08:09 Stop Ignoring Your Internal "Check Engine Light" 10:12 When to Push Through vs. When to Slow Down 12:28 The Survival Strategy Hiding Behind Your Ambition 15:19 Why Getting What You Want Can Be a Gift 18:51 Are You Outsourcing Safety to Success? 24:47 Unstriving Does NOT Mean Losing Your Ambition 27:03 What You're Searching for May Already Be Within You 31:11 "Something Is Missing" — Maybe It's You 34:18 Descending Into the Parts of Yourself You Left Behind 36:16 Stop Fighting Life and Start Participating With It 38:22 The Dirty Secret of Personal Development 41:47 Why Something in Your Life Has to Die 43:39 Choose the Death That Makes You Bigger 46:34 Liminal Space: When Your Old Identity Disappears 47:43 Why You Need to Grieve the Life You Thought You'd Have 51:59 Which Version of Caleb Had to Die? 53:39 Your "Loyal Soldiers": Performer, Producer & Perfectionist 57:14 Integrating Every Version of Yourself 59:08 Why the Same Truth Changes as You Change 1:02:37 Worshiping God vs. Worshiping Achievement 1:05:24 What If You Truly Knew You Were Held? 1:08:19 The Moment Caleb Felt Completely Alive 1:10:40 What Do You Want vs. What Are You Supposed to Do? 1:12:48 Who Are You Without Fear? 1:14:07 Why Success and Joy Can Feel Unsafe 1:16:34 Teaching Your Nervous System to Receive More 1:18:07 How Caleb's Marriage Changed Him 1:22:39 The Real Reason High Achievers Are Exhausted 1:24:07 The End of Your Capacity Is the End of an Identity 1:25:30 What "Ever Forward" Means to Caleb Today ----- Episode resources: Get his book UNstriving Get the audiobook for free with your Audibile 30-day trial 15% off Strong Coffee Company with code CHASE FREE MitoPure gummies
Submit Voicemail! This episode's guests:John Barentine, Dark Sky Consulting, LLCLin Meng, EcologistBill's News Picks: How to Grieve a Changing Planet, Phil Lane MSW, LCSW, Psychology Today. Mitigating artificial light at night: effectiveness of policies and implications for plant phenology, PNAS Nexus. Breckenridge's dark night skies are dreamy — but they come at a cost, Emma VandenEinde, MarketPlace. Nighttime light exposure is associated with metabolic dysfunction in schizophrenia: A cross-sectional analysis of the LENS study, SLEEP. The illusion of control: Do we need dark infrastructures to address light pollution?, Environment and Planning E: Nature and Space.Guy Ottewell honored with an asteroid in his name, EarthSky. Support the showA hearty thank you to all of our paid supporters out there. You make this show possible.For only the cost of one coffee each month you can help us to continue to grow. That's $3 a month. If you like what we're doing, if you think this adds value in any way, why not say thank you by becoming a supporter!Why Support Light Pollution News?Receive quarterly invite to join as live audience member for recordings with special Q&A session post recording with guests.Receive all of the news for that month via a special Supporter monthly mailer.Satisfaction that your support helps further critical discourse on this topic.About Light Pollution News:Ever wonder why migrating birds crash into buildings? Or why you can't sleep at night? What about where you can still see the Milky Way? Light Pollution News explores how our 24/7 lit world affects everything from wildlife and human health to our understanding of the stars, travel, and the future of our cities. Host Bill McGeeney brings on rotating guests to help dig into the latest research, policy activity, and real-world solutions - from how irresponsible lighting degrades our health to the best dark sky destinations for your next trip. Whether you're a birder, conservationist, astrophotographer, or just someone who misses sleeping in darkness, this is the show that connects the dots between your disappear...
Don't let your life pass you by. It may be that your life is not what you imagined. Grieve what you need to grieve about where you are. And then invest in the life you have and find the beauty in it.
THE COMMA #NightLight#RTTBROS For most of us, the calendar turns from September 10 to September 11 with a heavy heart . It's a shift from the ordinary to a day forever marked by tragedy. But for some of us, that transition carries a piercing, personal weight.Last year, on September 10, Charlie Kirk slipped from this world. It felt like a cruel convergence, the sudden shock of losing a friend overlapping with a day of national grief. It's easy to let those dates merge into one singular anniversary of despair.But Charlie once said, "You only have a certain amount of time on this Earth. You have to make it count, and you have to be grounded in something bigger than yourself."He wasn't talking about a philosophy. He was talking about a Person."Jesus spake unto her, I am the resurrection, and the life: he that believeth in me, though he were dead, yet shall he live: And whosoever liveth and believeth in me shall never die." — John 11:25-26Because of the resurrection, the sudden ending of Charlie's life wasn't a full stop; it was a comma in an eternal sentence. He didn't pass into darkness, but into life everlasting.Tonight, if you're navigating the overlap of personal grief and national remembrance, bring it to the Cross. We don't ignore the pain, but we refuse to let the date on the calendar have the final word.Grieve if you must, but anchor yourself in the One who holds eternity.The comma is where the hope begins.
The sympathy card goes out. The next appointment comes in. But when a patient dies, who checks on the people who cared for them? This week, Dr. Ernie Ward and Beckie Mossor, MPA, RVT, turn the conversation about euthanasia toward the veterinary team. They explore why some losses hit harder, from saying goodbye to a longtime patient to losing an animal everyone worked to save, and why being experienced doesn't mean being unaffected. Ernie shares how making room for memories during staff meetings helped his team acknowledge those losses. Beckie discusses when support needs to happen sooner, how a shared journal can give people somewhere to put their feelings, and where veterinary social workers can help. They also consider how to share difficult news, plan around emotionally demanding appointments, and support a colleague facing the loss of their own pet. For anyone working in a veterinary clinic, this episode offers practical ways to start the conversation before a difficult goodbye. The goal isn't to make everyone grieve the same way. It's to give the people supporting your clients some support of their own. #VeterinaryViewfinder #VetMed #VetTech #VeterinaryWellbeing #PetLoss
Grief is something we are all faced with at various points in our lives. Lydia and Ellen share with Mel what the Bible has to say about grieving with hope, and how that has looked for them as they continue to grieve the loss of Fred, their husband and dad.
Grief is not evidence of weak faith. It's evidence that we have loved. As we enter a week marked by the anniversary of Charlie Kirk's assassination and the remembrance of 9/11, I want to talk about what Scripture actually says about sorrow. Jesus wept. God draws near to the brokenhearted. And Christians are never asked to pretend that loss doesn't hurt.Today, we're talking about making room for grief without losing our hope, remembering that because of Jesus, death does not get the final word.Shop MyFreedomCart for trusted, American-made products that support your values.http://myfreedomcart.com/heidiShow mentions: http://heidistjohn.com/mentionsWebsite | http://heidistjohn.comSupport the show! | http://donorbox.org/donation-827Rumble | rumble.com/user/HeidiStJohnYoutube | / @heidistjohnpodcast Instagram | @heidistjohnFacebook | Heidi St. JohnX | @heidistjohnFaith That Speaks Online CommunitySubmit your questions for Fan Mail Friday | http://heidistjohn.com/fanmailfriday
I've lost my husband, and I've received a lot of advice lately. I just don't know how to deal with the grief. Can you help? How did Jesus take our sins upon Himself? And did He become sin? If so, what does that mean?
What happens when the person who was supposed to help you feel safe, loved, and known instead becomes a source of hurt? In this episode, Dr. Carol talks with Dr. Sarita Lyons, author, Bible teacher, and psychotherapist, about mother wounds—the emotional and spiritual wounds that can shape our identity, relationships, and even our picture of God. They explore how experiences with our mothers can contribute to people-pleasing, over-functioning, parentification, and difficulty trusting others, while also recognizing that many mothers who wound their children are carrying wounds of their own. Healing doesn't require pretending the wound didn't happen or abandoning biblical honor. Dr. Carol and Dr. Lyons unpack the important difference between honoring a parent and obeying a parent, especially when an adult child needs healthy boundaries with an unsafe or unrepentant mother. Through honesty, grief, community, professional help, the Holy Spirit, and the healing love of Jesus, it is possible to face these wounds and move toward wholeness. The goal isn't to erase your mother from your story; it's to allow Jesus to redeem your story and become the perfectly loving parent to you that your heart ultimately needs. Connect with Dr. Lyons on her website, Facebook, or Instagram. Find Dr. Lyons' book Honor Thy Mother: How to Grieve, Heal, and Make Peace with Your Mother Wounds Find out more about the Honor Thy Mother conference coming up October 2-3, 2026 More from Dr. Carol Ministries: In-Person Intensive Weekend - Experience true healing and wholeness as you unpack your personal story around intimacy and relationships in a safe, caring, Christ-filled environment. Individual Coaching with Dr. Carol - A one-on-one format to help you navigate your personal journey through practical encouragement and scriptural-based perspective.
In today's episode, Kyle Grieve and Shawn O'Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech. They walk through how the company makes money on both sides of the ad exchange, why its data advantage has been so hard for competitors to copy, and what caused the market to turn on the stock so violently after a relatively strong quarter. Along the way, they dig into the founder's track record, the buyback program that made early shareholders rich, and whether the growth story still has room to run. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:46) How a failed app became a global advertising platform (00:10:35) How AppLovin makes money from advertisers and publishers (00:15:36) Why real-time auctions beat the old waterfall method (00:28:36) What actually protects AppLovin from Google and Meta (00:33:17) Why AppLovin bought mobile game studios, then sold them (00:53:11) How buybacks created enormous value (01:04:13) Details on the executive comp structure (01:09:31) What we think triggered the post-earnings collapse (01:14:55) Where the next leg of growth could come from (01:24:39) Valuation discussion of AppLovin (01:26:07) Intrinsic Value of AppLovin (01:26:31) Whether Kyle & Shawn will add AppLovin to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Check out our previous Intrinsic Value breakdowns: Alphabet, Meta, Reddit, Trade Desk, Uber. 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today's episode, Kyle Grieve and Shawn O'Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech. They walk through how the company makes money on both sides of the ad exchange, why its data advantage has been so hard for competitors to copy, and what caused the market to turn on the stock so violently after a relatively strong quarter. Along the way, they dig into the founder's track record, the buyback program that made early shareholders rich, and whether the growth story still has room to run. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:03:11) How a failed app became a global advertising platform (00:11:52) How AppLovin makes money from advertisers and publishers (00:16:48) Why real-time auctions beat the old waterfall method (00:30:24) What actually protects AppLovin from Google and Meta (00:31:06) Why AppLovin bought mobile game studios, then sold them (00:57:42) How buybacks created enormous value (01:08:50) Details on the executive comp structure (01:13:59) What we think triggered the post-earnings collapse (01:19:14) Where the next leg of growth could come from (01:28:39) Valuation discussion of AppLovin (01:30:05) Intrinsic Value of AppLovin (01:30:26) Whether Kyle & Shawn will add AppLovin to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Check out our previous Intrinsic Value breakdowns: Alphabet, Meta, Reddit, Trade Desk, Uber. 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: Monarch Plus500 Scribe Plaud Netsuite 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today's episode, Kyle Grieve and Shawn O'Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, expanding margins, and exceptional capital efficiency. Despite acknowledging the business quality, the hosts discussed whether the original decision reflected a flawed investment process or was the natural outcome of applying a strict investment framework. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:07:16) How AI data center spending transformed a boring contractor into a multi-bagger (00:22:43) How to use the backlog to be directionally correct about the company's future (00:27:59) About the tailwinds behind their organic growth (00:41:13) Why surety bonding capacity creates a widening competitive advantage (00:49:39) About how the return on incremental invested capital has improved (01:02:20) About their exceptional incentive plan (01:05:06) Why are we uncertain about Comfort's high growth metrics 5-10 years from now (01:09:11) Valuation discussion of Comfort Systems (01:12:21) Whether Kyle & Shawn will add Comfort Systems to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Check out our previous Intrinsic Value breakdowns: Constellation Software, Dell, Alphabet, Constellation Software Spinoffs. 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Send us Fan MailThe Peace & Prosperity Podcast is a bi-weekly conversation with Dr. Jason Phillips, LCSW, licensed therapist and confidence expert in Raleigh, NC, discussing all things related to self-love and self-confidence, and how we can improve ourselves personally and professionally.Dr. Jason Phillips gets honest about something a lot of high performers don't say out loud: success doesn't replace love, and grief quietly lives in that gap between still achieving and still missing your person. He unpacks the grief myths that sound comforting but often keep us stuck, from "time heals all wounds" to the pressure to act like you should be "over it" by now, and broadens the conversation beyond death to include divorce, estrangement, incarceration, and relationships that never became what you needed—drawing from his own experience losing his grandmother and mother. He also gets into why grinding harder can't repair grief, and how being "the strong one" quietly becomes its own trap. You'll walk away with grounded coping strategies and a challenge to let grief inform your next chapter instead of defining it. Subscribe, share, and leave a review to help more people build success without losing their peace. Plus, remember to join our podcast community—like, share, subscribe, and let us know what topics you want us to cover next. Engage with us, send a DM, or leave a review. Let's continue this journey towards peace and prosperity together.To stay connected with Jason and learn about coaching, connect with Jason on social media:Instagram - https://www.instagram.com/jphillipsmsw/Facebook - https://www.facebook.com/jphillipsmswVisit Jason's website for a consultation:Website -https://www.jasonlphillips.comTo book Jason to speak to your team or organization:https://peaceprosperitycoaching.hbportal.co/public/660d8068c9d2d600253b215b/1-InquirySupport the show
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.
In today's episode, Kyle Grieve and Shawn O'Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, expanding margins, and exceptional capital efficiency. Despite acknowledging the business quality, the hosts discussed whether the original decision reflected a flawed investment process or was the natural outcome of applying a strict investment framework. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:09:16) About the tailwinds behind their organic growth (00:13:05) How AI data center spending transformed a boring contractor into a multi-bagger (00:21:45) How to use the backlog to be directionally correct about the company's future (00:44:53) Why surety bonding capacity creates a widening competitive advantage (00:49:32) About how the return on Incremental invested capital has improved (01:02:28) About their exceptional incentive plan (01:08:58) Why are we uncertain about Comfort's high growth metrics 5-10 years from now Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. 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: Scribe Plus500 Netsuite Plaud 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Heather has always loved out loud. She has always talked about her boys to anyone who will listen, shown pictures to strangers, shared memories on social media without a second thought. It never dawned on her not to. And when she lost her youngest son Owen, whom everyone called O, it never dawned on her to stop. O was funny, mischievous, and big-hearted in equal measure. The kind of boy who once spent $40 of his own money on meat sticks at thirteen years old just to hand them out to classmates and leave one on his teacher's desk because she was having a bad day. The kind of boy who left notes on his desk at home that said, you mean my heart to me. So when she lost him, she did not go quiet. She started collecting "O signs" almost immediately, writing every one of them down in a notebook because she was so afraid of missing a single one. She built the chaos garden she and O had planned together, grew hundreds of flowers, preserved every bloom, and turned them into art that now goes out into the world carrying a little bit of his love in each piece. She created a journal for others to record their own signs from the loved ones they have lost. She organized a second line, a Louisiana-style brass band parade through the streets of her town, on what would have been O's first birthday after his death, inviting everyone who had lost someone to suicide to come celebrate how their person lived, not how they died. She carries O's photo everywhere her family travels, because she promised him they would see the world together, and she intends to keep that promise. None of it was planned. None of it was strategic. It was just love, looking for somewhere to go, and finding it. Near the end of our conversation, Heather shares a poem she found on one of her hardest days, written by Sharon Marsh. She reads it at the second line every year. I think it is the most beautiful summary of everything she has done since losing O. I'll live for you. Your life was cut short, but there is still so much living for you to do. I will live for you. I will take you with me everywhere I go. Drink coffee in dimly lit cafes, travel to foreign places, put my toes in the sand, create memories. So that whenever I see you again, I can tell you all about it. And she will. She already is. At the end of this conversation, she shares one more story. A man she met in Antigua, who never knew O, sent her a message months later to say his daughter had been born. And then he said, "Don't worry, Heather. I'm going to teach her to love like O." A stranger who never met O. Teaching his newborn daughter to love like him. That is what grieving out loud does. It lets the people who loved your child keep loving them. And it lets the people who never knew them love them too.
Past cultures encouraged people to set aside their normal routines and focus on their grief for weeks, even months. Not so in modern society. Jim Daly shares why facing our grief and allowing our souls to overcome our wounds takes time.Support Family MinistryIf you enjoyed listening to Focus on the Family Commentary, please give us your feedback.
Believers shouldn't grieve like unbelievers who are “without hope and without God.” Does this mean we shouldn't be sad at funerals? Learn how to apply the apostle Paul's teaching to your own experiences of loss. Join us on Truth For Life with Alistair Begg. ----------------------------------------- • Click here and look for "FROM THE SERMON" to stream or read the full message. • This program is part of the series A Study in 1 Thessalonians, Volume 2' • Learn more about our current resource, request your copy with a donation of any amount. • FREE AUDIOBOOK! In our polarized culture, disagreement is often seen as combative and offensive. What if there were a way to do it well? Download your free copy of The Art of Disagreeing by Gavin Ortlund and master how to disagree with kindness and influence. Request yours at ‘truthforlife.org/disagree.' Helpful Resources - Learn about God's salvation plan - Read our most recent articles - Subscribe to our daily devotional Follow Us YouTube | Instagram | Facebook | X This listener-funded program features the clear, relevant Bible teaching of Alistair Begg. Today's program and nearly 3,000 messages can be streamed and shared for free at tfl.org thanks to the generous giving from monthly donors called Truthpartners. Learn more about this Gospel-sharing team or become one today. Thanks for listening to Truth For Life!
Believers shouldn't grieve like unbelievers who are “without hope and without God.” Does this mean we shouldn't be sad at funerals? Learn how to apply the apostle Paul's teaching to your own experiences of loss. Join us on Truth For Life with Alistair Begg. ----------------------------------------- • Click here and look for "FROM THE SERMON" to stream or read the full message. • This program is part of the series A Study in 1 Thessalonians, Volume 2' • Learn more about our current resource, request your copy with a donation of any amount. • FREE AUDIOBOOK! In our polarized culture, disagreement is often seen as combative and offensive. What if there were a way to do it well? Download your free copy of The Art of Disagreeing by Gavin Ortlund and master how to disagree with kindness and influence. Request yours at ‘truthforlife.org/disagree.' Helpful Resources - Learn about God's salvation plan - Read our most recent articles - Subscribe to our daily devotional Follow Us YouTube | Instagram | Facebook | X This listener-funded program features the clear, relevant Bible teaching of Alistair Begg. Today's program and nearly 3,000 messages can be streamed and shared for free at tfl.org thanks to the generous giving from monthly donors called Truthpartners. Learn more about this Gospel-sharing team or become one today. Thanks for listening to Truth For Life! To support this ministry financially, visit: https://www.oneplace.com/donate/163/29?v=20251111
The death of a loved one is one of the most challenging experiences we may ever face. So as a believer, how should we face death and grieve loss in a way that's decidedly different from unbelievers? That's our topic on Truth For Life with Alistair Begg. ----------------------------------------- • Click here and look for "FROM THE SERMON" to stream or read the full message. • This program is part of the series A Study in 1 Thessalonians, Volume 2' • Learn more about our current resource, request your copy with a donation of any amount. • FREE AUDIOBOOK! In our polarized culture, disagreement is often seen as combative and offensive. What if there were a way to do it well? Download your free copy of The Art of Disagreeing by Gavin Ortlund and master how to disagree with kindness and influence. Request yours at ‘truthforlife.org/disagree.' Helpful Resources - Learn about God's salvation plan - Read our most recent articles - Subscribe to our daily devotional Follow Us YouTube | Instagram | Facebook | X This listener-funded program features the clear, relevant Bible teaching of Alistair Begg. Today's program and nearly 3,000 messages can be streamed and shared for free at tfl.org thanks to the generous giving from monthly donors called Truthpartners. Learn more about this Gospel-sharing team or become one today. Thanks for listening to Truth For Life!
Ok family, I have a treat for all of us that I'm excited to share with you, and I mean ECSTATIC!This week on In Totality, I'm joined by bestselling author, Bible teacher, psychotherapist, a daughter, a wife, and a mother, and so much more, Dr. Sarita T. Lyons! And guess what!? She's here with her new book, Honor Thy Mother, that's just released TODAY as this episode airs!Many of us carry pain from complicated relationships with our mothers but don't feel permission to name it, especially in the Church. Dr. Sarita helps to unpack the heart behind her new book, Honor Thy Mother: How to Grieve, Heal, and Make Peace with Your Mother Wounds, and remind us that sharing the truth about our pain is not the same as dishonor.Tune in for an honest, biblical conversation about healing mother wounds, honoring a parent even when it's difficult to do so, how to set healthy boundaries, and breaking generational cycles.If you're grieving the mother you needed, navigating estrangement, afraid of repeating generational wounds with your own children, or learning how to honor a difficult parent, this episode is for you.My prayer is that this conversation helps you name what hurts, invite God into it, and take a faithful step toward grief, healing, freedom, and peace.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The death of a loved one is one of the most challenging experiences we may ever face. So as a believer, how should we face death and grieve loss in a way that's decidedly different from unbelievers? That's our topic on Truth For Life with Alistair Begg. ----------------------------------------- • Click here and look for "FROM THE SERMON" to stream or read the full message. • This program is part of the series A Study in 1 Thessalonians, Volume 2' • Learn more about our current resource, request your copy with a donation of any amount. • FREE AUDIOBOOK! In our polarized culture, disagreement is often seen as combative and offensive. What if there were a way to do it well? Download your free copy of The Art of Disagreeing by Gavin Ortlund and master how to disagree with kindness and influence. Request yours at ‘truthforlife.org/disagree.' Helpful Resources - Learn about God's salvation plan - Read our most recent articles - Subscribe to our daily devotional Follow Us YouTube | Instagram | Facebook | X This listener-funded program features the clear, relevant Bible teaching of Alistair Begg. Today's program and nearly 3,000 messages can be streamed and shared for free at tfl.org thanks to the generous giving from monthly donors called Truthpartners. Learn more about this Gospel-sharing team or become one today. Thanks for listening to Truth For Life! To support this ministry financially, visit: https://www.oneplace.com/donate/163/29?v=20251111
Rebecca Carrell Many evangelical churches have failed to give their congregants permission to grieve for their friends and loved ones who have passed away. They seem unaware of how that has hurt the spiritual and mental health of many of them. In this episode Rebecca Carrell suggests various ways that the church and even the larger American culture have done this. In her conversation with Dr. Kay Daigle, she uses scriptures to explain the biblical pattern which provides permission to grieve for all of us who don't know how to grieve well. Kay Daigle Recommended resources Learning to Lament Bible study BOW's two-part video/podcast series on Lament with Dr. Nika Spaulding: 1- Understanding Lament and 2- Practicing Lament. Lamenting Current Events Podcast or Video with Jodie Niznik This episode is available on video as well. Timestamps: 00:21 Introductions 01:47 How are we dealing with grief overall in our Western culture? 06:56 It feels like somehow tears are bad. 09:44 What does the Bible teach us to do?16:27 Saying and doing the wrong thing with those who grieve 21:15 Viewing grief as getting in the way of happiness 22:48 Biblical pattern for dealing with grief 30:21 What would you tell someone whose spouse told them not to grieve? 32:29 Closing thoughts and resources TranscriptKay >> Hi I'm Kay Daigle of Beyond Ordinary Women Ministries. Welcome to this episode of our podcast. We are delighted today to welcome Rebecca Carrell back. Rebecca, we're so glad that you're here with us. Rebecca >> Thank you for having me. It's always such a pleasure to join you. Kay >> Oh, we love it when you come. And I'm very excited about this topic that we're going to talk about. But let me tell everybody just a little bit about you. And they can find the rest on our website if they want more information. She does have a Bachelor of Arts degree in Christian Education from Dallas Seminary, just like I do, and she is working there presently on her doctorate in education. And she is also mentoring and teaching at the seminary in Media Arts and Worship Department, as well as educational ministries and leadership department as well. You've got to be a busy person. Rebecca >> They like to keep me busy. Yeah. I'm really looking forward to post-doctoral life. Kay >> Yeah. And when will that be? When do you expect that to happen? Rebecca >> Oh, not anytime soon. I think about two years. I'm really hoping for two years. Kay >> Yeah, well, that sounds reasonable. Rebecca >> Yeah, yeah. Kay >> Well, today our topic is about grief. We are going to talk about “You have permission to grieve.” And when Rebecca suggested this is a topic, I was very excited because I believe that the way we deal with grief in today's church is not healthy for the most part, and it's widespread in our society. But it shouldn't happen in the church, is the way I feel about it. So, Rebecca, describe how we in today's Western culture deal with grief. Rebecca >> Well, Kay, about 10 or 12 years ago, probably maybe even 12 or 13 years ago, I attended a funeral. A friend of mine lost her brother and he had been in his early 40s, left behind two young children, a wife. And it was a tragedy, the way death is always a tragedy. But the circumstances surrounding his death were particularly heartbreaking. It was a drug overdose. He had struggled throughout his life and OD'd on drugs. I was at the funeral, snuck in just a little bit late, came straight from work, and as I sat down, the pastor crossed the stage, took to the podium and thundered in this loud voice that just filled up the room. He said, “We are not grieving. We are celebrating. Today we are celebrating because we know where he is.” And I knew what he was trying to do, and I knew that he was trying to encourage us, that because someone is in Christ, we don't grieve as though we have no hope but to take away the one place left in society where it's okay to a...
After 43 years of marriage, Doug Lawrence lost his beloved wife and entered a season that changed his understanding of grief, mental health and purpose. In this deeply personal conversation, Doug explains why telling his wife's story became part of his healing, how unresolved losses can accumulate and why asking for help should never be mistaken for weakness. He also discusses how mentors, counselors, family members and trusted friends can support someone through grief—while emphasizing that mentoring should never replace professional mental-health care. CJ shares how losing his father affected every member of his family differently, including how his mother continues to carry the loss of her husband. Together, CJ and Doug explore the memories, dates and ordinary moments that can bring grief back without warning. This conversation is about more than learning to live after loss. It is about preserving love, finding safe people with whom to tell the truth and understanding that nobody should have to walk through grief entirely alone. Doug Lawrence is a grief mentor, author and founder of TalentC. His book, Grief: The Silent Pandemic, examines the emotional and social realities of grief and the importance of connection throughout the healing journey. In this episode: • Why grief does not follow a fixed timeline • How different family members experience the same loss differently • Why storytelling became part of Doug's healing • How unresolved losses can affect future grief • The role of memory and family rituals • Why men need safe spaces to discuss emotional pain • How mentoring can support—but not replace—professional care • Why it is okay to ask for help Connect with Doug Lawrence: Website: https://www.talentc.ca LinkedIn: https://www.linkedin.com/in/douglawrence-mentor Grief: The Silent Pandemic is available through Amazon and other major booksellers. ISBN: 9781941680186. Listener note: This episode discusses bereavement, mental-health struggles and emotional crisis. It is intended for education and personal reflection and is not a substitute for care from a qualified mental-health professional. If you or someone you know is struggling or in crisis, call or text 988 in the United States or Canada. If there is immediate danger, contact local emergency services. The CJ Moneyway Show Transformational Conversations. Built For Purpose. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In today's episode, Kyle Grieve and Shawn O'Malley analyze Domino's Pizza, the world's biggest pizza franchisor built on a royalty-driven, asset-light business model. They walk through Domino's shift toward franchising and away from Company-owned stores, and what that means for the company's future revenue mix and cash generation. Along the way, they dig into whether Domino's royalty engine can keep running at the pace investors have come to expect. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:09) Reviewing the Domino's royalty engine thesis (00:13:30) Why Domino's has moved away from Company-owned stores (00:26:05) The role of royalties versus supply chain revenue in Domino's earnings (00:33:21) How Domino's utilizes a fortressing strategy and its effect on store growth (00:41:16) The competitive landscape in delivery, carryout, and aggregator platforms (00:43:27) How the franchise model keeps Domino's asset-light and cash-generative (00:48:47) Domino's capital allocation and approach to share buybacks (00:56:47) International franchising and Domino's global store growth (00:58:30) Risks facing Domino's from labor costs, competition, and changing consumer habits (01:06:29) Valuation discussion of Domino's (01:07:40) Intrinsic value of Domino's (01:09:00) Whether Kyle & Shawn will add Domino's to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Check out our previous Intrinsic Value breakdowns: Uber, Grab, Coupang. Buy yourself a copy of The Domino's Story. 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
River of Life is an inter-denominational, interracial, Spirit-filled church located in the heart of Wakulla County, Florida. We share the sermons from our services in the hopes they'll reach others determined to worship God in spirit and truth.
River of Life is an inter-denominational, interracial, Spirit-filled church located in the heart of Wakulla County, Florida. We share the sermons from our services in the hopes they'll reach others determined to worship God in spirit and truth.
In today's episode, Kyle Grieve and Shawn O'Malley analyze Domino's Pizza, the world's biggest pizza franchisor built on a royalty-driven, asset-light business model. They walk through Domino's shift toward franchising and away from Company-owned stores, and what that means for the company's future revenue mix and cash generation. Along the way, they dig into whether Domino's royalty engine can keep running at the pace investors have come to expect. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:55) Reviewing the Domino's royalty engine thesis (00:15:26) Why Domino's has moved away from Company-owned stores (00:29:19) The role of royalties versus supply chain revenue in Domino's earnings (00:36:21) How Domino's utilizes a fortressing strategy and its effect on store growth (00:44:18) The competitive landscape in delivery, carryout, and aggregator platforms (00:46:29) How the franchise model keeps Domino's asset-light and cash-generative (00:55:47) Domino's capital allocation and approach to share buybacks (01:03:44) International franchising and Domino's global store growth (01:05:25) Risks facing Domino's from labor costs, competition, and changing consumer habits (01:13:19) Valuation discussion of Domino's (01:14:31) Intrinsic value of Domino's (01:15:52) Whether Kyle & Shawn will add Domino's to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Check out our previous Intrinsic Value breakdowns: Uber, Grab, Coupang. Buy yourself a copy of The Domino's Story. 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: Plaud Plus500 Netsuite Scribe 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
LaShawn Bridges has run Blessed Beginnings Learning Center in Detroit for 27 years. She's been through a recession. She's been through COVID. And she'll tell you the hardest season of her whole career wasn't either of those. It was learning how to stop being everyone's answer.I love bringing owners into this space because the shape of the story tends to rhyme, even when the details don't. LaShawn came to me in survival mode. She had policies. She had procedures. She had disciplinary systems on paper. And she still couldn't leave her building without holding her breath.This conversation is about what happens on the other side of that. Not a personality transplant, not a quick fix, just the slow, sometimes grief-soaked work of installing infrastructure and watching who you become because of it.We talk about the identity LaShawn had to grieve to become the anchored, accountable leader she is now. We talk about what chronic over-functioning cost her physically and mentally. And we talk about what changed in her marriage, her relationship with her adult daughters, and her families, once she stopped being the fixer for everyone in her orbit.If you've ever felt guilty for wanting quiet, or scared that letting something break means you've failed, this one is for you.What You'll LearnWhy LaShawn describes her old leadership style as “survival mode” even with systems already on paperThe identity she had to grieve in order to become an anchored, accountable leaderWhat chronic over-functioning cost her physically, and how her body told her before her mind caught upThe phrase she repeats to herself to stop absorbing problems that aren't hers to holdHow she rebuilt her calendar so staff issues stop landing on her desk in real timeThe weekly rhythm that changed her marriage after 27 years togetherWhy she now sees failure as a healthy, necessary part of building a business that runs without herHow she defines excellence, for her team, her families, and herselfResources MentionedChanie's book, This Can't Be Normal: https://thiscantbenormal.com Download Chapter One for Free: https://thiscantbenormal.com/chapter-one Connect With Us:Join us on Substack: https://chaniewilschanski.substack.com/
Why is change, no matter how positive, so hard to embrace?In today's episode, Lauren Burgos invites us to explore the mixed emotions that come with changing seasons, drawing wisdom from Ecclesiastes 3:1-4. Together, we'll reflect on how even joyful transitions like marriage or new beginnings can bring unexpected grief, guilt, and growth. We'll learn that every emotion, whether it's mourning, laughter, or gratitude, has its rightful season, and that all of it is part of God's gentle plan.Join our community as we lean into prayer and daily devotion, seeking comfort and strength from God through every change we face.Tap HERE to send us a text! Our podcast family is growing - introducing Men's Morning Devotional! Our dad, Steve Alessi, and all of our husbands are now hosting their own 5 minute devotionals every weekday - for men who want to become better husbands, fathers, and leaders! Listen, follow and subscribe here - MensMorningDevotional.comSupport the showNEW VIDEO EPISODES! You can watch our new video episodes on YouTube! Watch Our Video DevotionalsNEW TO MY MORNING DEVOTIONAL? We're so glad you're here! We're the Alessis, a ministry family working together in a church in Miami, FL, and we're so blessed to partner with the My Morning Devotional community and continue the great work done by the show's creator and our friend, Alison Delamota.We pray our personal reflections and devotions will empower you to grow your faith in God, and that you'll join us every morning in prayer! JOIN THE MMD COMMUNITYSubscribe to the show on this appShare with a friendJoin our newsletter Follow Us on Instagram and FacebookLeave a reviewMORE PODCASTS YOU'LL ENJOYEnjoy more podcasts from Metro Life Studios, including:The Family Business with The AlessisMen's Morning DevotionalThe Mary and Martha Show Available on our Metro Life Studios app!Get The Metro Life Studios app
Episode Description "You don't have to wait until someone dies to start grieving." In Part 2 of The Caregiver No One Sees on Grieve That Sh!t, Sharon Brubaker, grief specialist and founder of The Grief School, continues her conversation with Joanna about a kind of grief that so many caregivers experience but rarely know how to name: grieving someone who is still here. Because for caregivers, grief often begins long before death. It can begin with a diagnosis. With the first forgotten conversation. With a personality change. With realizing the mother you knew is changing right in front of you. And then it happens again…and again…and again. Joanna opens up about grieving the future she imagined for her mother and her children, the heartbreak of watching their relationship change, and what it feels like to miss the person her mother used to be while still caring for the person who is here today. Sharon explains that grief is a normal and natural response to loss of any kind. We can grieve someone living or deceased. We can grieve complicated relationships. We can grieve our past. And we can absolutely grieve the future we thought we were going to have. With memory loss, those losses can come in pieces. A diagnosis. A lost ability. A changed personality. A relationship that no longer feels the same. Another piece. Another adjustment. Another grief. Sharon and Joanna also talk honestly about the guilt and pressure caregivers carry. Some days you have patience. Other days you've heard the same question thirteen times, you're exhausted, the kids need you, and you simply do not have anything left to give. That doesn't make you a bad caregiver. It makes you human. They also explore a loss many people never consider: what happens when caregiving ends. When your entire life has been built around medications, appointments, meals, schedules, and keeping another person safe, losing your loved one can also mean losing the role and routine that structured your entire life. And that is grief, too. But this conversation isn't only about what is disappearing. It's also about what is still here. The moments with the grandchildren. A quiet evening with your spouse. A cup of coffee alone. Yoga. Your favorite meal. A conversation that makes you feel seen. Small moments still count. And sometimes, those small moments are exactly what carry you through. What You'll Learn in This Episode Why caregivers can begin grieving long before their loved one dies What it means to grieve someone who is still physically here Why a diagnosis can create grief for both the present and the future How memory loss can create a series of ongoing losses Why caregivers may grieve different versions of the same person How to give yourself grace when you cannot be the "perfect" caregiver Why caregiving itself can become part of your identity and daily structure What secondary loss can look like after caregiving ends Why small moments of joy and self-care matter How sharing your experience can help you process what you're carrying What Sharon means by "grieving in real time" Why you should say what you need to say while your person is still here Questions to Sit With After Listening Am I grieving someone who is still here? What changes have I experienced that I never allowed myself to call a loss? Am I grieving the person they used to be—or the future I thought we would have together? What parts of myself have I put aside while caring for someone else? What small things still bring me comfort or make me feel like myself? Is there something I want to say to my person while I still have the opportunity? Homework for You Think of the person you are caring for. Now think of one thing you want them to know. Maybe it's: "I love you." "Thank you." "I remember when…" "I'm sorry." "You mattered to me." Or maybe it's a story you've never told them. Don't wait for the perfect moment. Say it. Even if they don't remember it tomorrow. Even if the conversation feels strange. Even if your relationship is complicated. Grieve in real time. Honor what has changed, but don't forget to honor what is still here. Connect With Joanna Joanna shares the honest reality of caregiving while also providing resources, education, and a space where other caregivers can feel seen without judgment.
Although we typically focus on the bright side of being independent cartoonists, a listener asks us to address the downside of webcomics. We'll talk about time management, burnout, financial insecurity, and reader interactions. Then we realize that all those drawbacks have one very important thing in common — and it's not what you'd expect! TODAY'S SHOW ComicLab gets someone engaged! The worst parts of being a webcartoonist. Creativity isn't always consistent. Success doesn't eliminate insecurity. The business work never disappears. Webcomics demand interaction. The drawbacks are the flip side of the benefits! Is the direct market disappearing? Grieve the comic-shop dream—and move forward. Getting outside your comfort zone. Comedy can strengthen dramatic storytelling. Beware the shiny object. You get great rewards when you join the ComicLab Community on Patreon$2 — Early access to episodes$5 — Submit a question for possible use on the show AND get the exclusive ProTips podcast. Plus $2-tier rewards.If you'd like a one-on-one consultation about your comic, book it now!Brad Guigar is the creator of Evil Inc and the author of The Webcomics Handbook. He is available for personal consultations. Dave Kellett is the creator of Sheldon and Drive. He is the co-director of the comics documentary, Stripped.
Miscarriage is often talked about as a woman's experience—but what about fathers? In this conversation, we open up an honest, faith-centered discussion about pregnancy loss, grief, and the often-overlooked emotional journey men walk through. Whether you've experienced miscarriage or want to better support someone who has, this episode will help you understand what it really looks like to navigate loss as a family. In this episode, Mark shares his family's deeply personal story of an unexpected pregnancy—one that brought surprise, joy, and hope—followed by the sudden heartbreak of miscarriage. What unfolds is an unfiltered look at grief, confusion, and the spiritual questions that come with loss. From wrestling with “why” to dealing with isolation and unspoken expectations, this conversation sheds light on emotions many men feel but rarely express. Mark is joined by Eric Schumacher, who has walked through multiple miscarriages with his own family and now ministers specifically to fathers in this space. Together, they explore the unique challenges dads face—feeling overlooked, unsure how to process grief, and struggling to support their wives while carrying their own pain. This episode offers clarity, validation, and practical encouragement for anyone impacted by miscarriage, directly or indirectly.Resources mentioned: Book - "Ours: Biblical Comfort for Men Grieving Miscarriage" Book - "Dads Hurt Too" Eric's Website Topics covered: How miscarriage impacts fathers emotionally and spiritually Processing grief when you don't feel “allowed” to grieve Supporting your wife while navigating your own loss Common lies and isolation men experience after miscarriage Why miscarriage is a community issue, not just a private one Faith, suffering, and asking hard questions in loss Practical ways to support families going through miscarriage Timestamps:00:00 Unexpected introduction and guest setup00:16 Why miscarriage became a personal issue for this family01:22 Why this conversation matters—even if you haven't experienced loss02:09 Introducing Eric Schumacher and his ministry to fathers02:50 Steven shares his family's pregnancy story03:23 The surprise of pregnancy later in life04:05 Joy, hope, and envisioning a new season of parenting05:09 Navigating uncertainty and early pregnancy concerns05:43 The moment everything changed—loss and grief06:13 Processing deep emotional pain and spiritual questions07:13 Unique challenges of miscarriage later in life07:44 Isolation, lies, and how grief affects men differently08:23 A simple act of care that made a big impact09:18 Why men need support too—and how to offer it10:01 Why this episode took time to share publicly10:31 Eric responds and reflects on the miscarriage experience11:47 Eric's personal story and journey through multiple miscarriages13:45 The complexity of grief, silence, and community dynamics16:22 Turning pain into ministry for fathers Transcript (first few minutes): Hey guys, I'm joined today by Eric Schumacher—and I have to tell you, he came across my radar because something that had never really crossed my mind until about three months ago became a central issue in our family. And that topic is miscarriage. I had known people that had been impacted by this, and my thoughts were mostly that this is really hard for women to go through—and husbands need to support their wives. But I have a 16-year-old a... Chapters (00:00:02) - A Father's Miscountation on The Abraham's Wallet Podcast(00:07:56) - Eric and Mark on Grief(00:09:46) - How to Talk About Miscarriage in the Church(00:17:37) - What Are the Common Experiences of Miscarriage?(00:19:51) - How to Help a Dad Through a Miscarriage(00:26:25) - How Long Should a Miscarriage Gave Me Grief?(00:32:43) - How to Grieve a Miscarriage(00:41:21) - Understanding Suffering in the Christian Life(00:46:23) - How to Be a Good Friend to Men Who've Lost a Baby(00:52:03) - Grief and the Abraham's WalletHelp us equip more biblical bosses!: https://abrahamswallet.com/support AW website | YouTube | Instagram | Facebook | LinkedIn
In this Artist Exploration, Emma Flynn, an MTCA Alum and Glinda in Wicked chats with MTCA Director Charlie Murphy about: Be yourself, trust your type, and bring your whole person into the room Grieve the setbacks, then release what you can't control A "bad" audition story that will become her broadway debut! No school is perfect, but the one you choose becomes yours through the work, the mindset, and the investment you bring If you have any questions about the college audition process, feel free to reach out at mailbag@mappingthecollegeaudition.com. If you're interested in working with MTCA for help with your individualized preparation for your College Audition journey, please check us out at mtca.com, or on Instagram or Facebook. Follow Us! Instagram: @mappingthecollegeaudition YouTube: @MTCA (Musical Theater College Auditions) TikTok: @mtcollegeauditions Charlie Murphy:@charmur7 About MTCA: Musical Theater College Auditions (MTCA) is the leader in coaching acting and musical theater students through the college audition process and beyond with superlative results. MTCA has assembled a roster of expert artist-educators who can guide students artistically, organizationally, strategically, and psychologically through the competitive college audition process. MTCA provides the tools, resources, and expertise along with a vast and strong support system. They train the unique individual, empowering the artist to bring their true, authentic self to their work. MTCA believes that by helping students reveal their potential it allows each school to connect with those who are truly right for their programs, which in turn guides each student toward their best college fit. About Charlie Murphy: Charlie is a proud graduate of Carnegie Mellon University's BFA program. As an Actor he has performed with theaters such as: NY Public Theatre's “Shakespeare in the Park”, The Pearl Theatre Company, Hudson Valley Shakespeare Festival, Chautauqua Theatre Company, Kinetic Theatre Company, and the Shakespeare Theatre of DC. With MTCA [Musical Theater College Auditions -- mtca.com], he has been helping prospective theatre students through the college process for over 15 years. As a Teacher and Director, he is able to do a few of his favorite things in life: help students to find their authentic selves as artists, and then help them find their best fit for their collegiate journey. Through this podcast, he hopes to continue that work as well as help demystify this intricate process. This episode was produced by Meghan Cordier, Kelly Prendergast. Episode theme music is created by Will Reynolds with Additional Vocals from Elizabeth Stanley. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mychel "Snoop" Dillard is a doer. When she worked in hospitality she opened nightclubs. When she was asked for tips she began speaking. When she wanted to help others she started mentorship programs. When she lost her daughter she invested heavily into grief recovery. You can read about her experince in her new book, "Grieve. Grow. Go." and check out her memoir "Who Is Snoop." You can also watch her reality series, "Snooping For Love," on Amazon Prime & Tubi. A dynamic individual with a lot to share, it is exciting to welcome her onto the program. Monday August 31 is the annual Broken Brain LIVE Stream for International Overdose Awareness Day. Join me and Izzy Tehran for the stream, find links to watch (or join) us at www.dwighthurst.com/live
In today's episode, Kyle Grieve and Shawn O'Malley analyze Exor, the Dutch holding company controlled by Italy's Agnelli family and best known for its long-standing stake in Ferrari. They walk through Exor's ownership of Ferrari, and what they like about Lingotto, Exor's investing management company. Along the way, they dig into what could cause the current valuation gap to close or widen. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:50) Revisiting the Exor and Ferrari thesis (00:02:51) How Exor's stock reacted since the original purchase (00:06:59) Why Ferrari's stock has fallen despite strong operating results (00:14:01) The market's reaction to Ferrari's new Luce model (00:20:35) How Ferrari's other new releases are doing (00:42:34) Ferrari's capital allocation, working capital, and margin trends (00:47:48) How Ferrari's racing program supports its brand and marketing (00:50:59) Risks facing Ferrari from changing driving habits and tariffs (01:07:30) Expanding on Lingotto, Exor's growing asset management business (01:12:00) Evaluating Lingotto's performance, fees, and top holdings Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Check out our previous Intrinsic Value breakdowns: Exor, Ferrari, Formula One Group. 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today's episode, Kyle Grieve and Shawn O'Malley analyze Exor, the Dutch holding company controlled by Italy's Agnelli family and best known for its long-standing stake in Ferrari. They walk through Exor's ownership of Ferrari, and what they like about Lingotto, Exor's investing management company. Along the way, they dig into what could cause the current valuation gap to close or widen. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:03:08) Revisiting the Exor and Ferrari thesis (00:05:06) How Exor's stock reacted since the original purchase (00:09:16) Why Ferrari's stock has fallen despite strong operating results (00:16:07) The market's reaction to Ferrari's new Luce model (00:22:26) How Ferrari's other new releases are doing (00:45:04) Ferrari's capital allocation, working capital, and margin trends (00:54:05) How Ferrari's racing program supports its brand and marketing (00:57:18) Risks facing Ferrari from changing driving habits and tariffs (01:13:22) Expanding on Lingotto, Exor's growing asset management business (01:17:44) Evaluating Lingotto's performance, fees, and top holdings Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Check out our previous Intrinsic Value breakdowns: Exor, Ferrari, Formula One Group. 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: Plaud Plus500 Netsuite Scribe 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O'Malley and Kyle Grieve explore Intuit (ticker: INTU). In this episode, you'll learn what narratives have underpinned the company's more than 60% selloff, as Intuit claims the undesirable title of “worst performer in the S&P 500” this year. But is this a bargain price for a high-quality SaaS business, or a value trap? That's the key question that Shawn & Kyle discuss, plus so much more! IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:03:08) How Intuit's accounting software became so popular (00:11:54) What makes QuickBooks such a great business (00:19:58) Why Intuit is the worst performing stock in the S&P 500 this year (00:23:10) How to think about Intuit as either a value trap or bargain (00:36:57) Whether Intuit's TurboTax business is resistant to AI disruptions (01:11:21) Valuation discussion of Intuit (01:13:13) How to model Intuit's intrinsic value (01:14:22) Whether Shawn & Kyle add Intuit to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. See Shawn's financial model for Intuit. The Finance Corner: "Deep Dive Into Intuit". Business Breakdowns Podcast — Intuit (2022). Intuit's 2025 Investor Day Presentation. Intuit's 2026 latest Investor Day Presentation. Check out our previous Intrinsic Value breakdowns: Wix, Microsoft, Kelly Partners Group. 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O'Malley and Kyle Grieve explore Intuit (ticker: INTU). In this episode, you'll learn what narratives have underpinned the company's more than 60% selloff, as Intuit claims the undesirable title of “worst performer in the S&P 500” this year. But is this a bargain price for a high-quality SaaS business, or a value trap? That's the key question that Shawn & Kyle discuss, plus so much more! IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:03:48) How Intuit's accounting software became so popular (00:12:49) What makes QuickBooks such a great business (00:20:54) Why Intuit is the worst performing stock in the S&P 500 this year (00:24:05) How to think about Intuit as either a value trap or bargain (00:38:45) Whether Intuit's TurboTax business is resistant to AI disruptions (01:17:02) Valuation discussion of Intuit (01:18:55) How to model Intuit's intrinsic value (01:20:04) Whether Shawn & Kyle add Intuit to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. See Shawn's financial model for Intuit. The Finance Corner: "Deep Dive Into Intuit". Business Breakdowns Podcast — Intuit (2022). Intuit's 2025 Investor Day Presentation. Intuit's 2026 latest Investor Day Presentation. Check out our previous Intrinsic Value breakdowns: Wix, Microsoft, Kelly Partners Group. 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 Shopify Plaud 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today's episode, Kyle Grieve and Shawn O'Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operates two very different segments, from wildfire retardants and airbase logistics to specialty chemicals and precision medical manufacturing equipment, each built around sticky, mission-critical customer relationships. They'll also cover the company's acquisition strategy, its unusual founder's advisory fee, and the debt and litigation risks that complicate an otherwise compelling capital allocation story. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:19) Why the Transdigm playbook is worth cloning (00:05:02) How this management team built a public compounding machine (00:08:24) Why one segment profits directly from worsening wildfires (00:16:51) The chemical monopoly hiding inside a boring business (00:29:39) What makes these niche products nearly impossible to replace (00:39:05) How disciplined acquisitions have created so much shareholder value (00:45:16) The controversial fee structure investors aren't big fans of (01:13:26) Valuation discussion of PRM (01:16:06) Intrinsic value of PRM (01:18:03) Whether Kyle and Shawn will add PRM to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Follow Kyle on Twitter 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 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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