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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
In today's episode, Kyle Grieve and Shawn O'Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compounding machine often compared to Berkshire Hathaway. They break down Fairfax's insurance and non-insurance segments, its use of float, and the capital allocation moves, from acquisitions to buybacks, that have driven decades of growth. The conversation also covers Fairfax's competitive advantages, key risks such as catastrophe exposure and succession, and whether the business remains an attractive opportunity today. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:04:52) Why Fairfax's history shorting backfired for years (00:07:48) How Fairfax structures its insurance and non-insurance businesses (00:14:20) How Fairfax treats its winning investments (00:18:46) What the combined ratio reveals about Fairfax's underwriting abilities (00:31:36) Why Fairfax's culture keeps talented operators for decades (00:33:16) How Fairfax uses debt to fund acquisitions (00:38:28) Why Fairfax's buyback timing shows disciplined capital allocation (00:43:09) How Prem Watsa's pay stays modest despite success (00:49:35) What risks Fairfax has as it continues to scale (00:56:19) Valuation discussion of Fairfax (00:57:56) Intrinsic value of Fairfax (01:02:29) Whether Kyle and Shawn will add Fairfax 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. Read The Fairfax Way by David Thomas. Listen to my episode where I cover the history of Fairfax Financial. 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: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
One sentence can change the way you carry loss—and for our guest Laura Bratton, that sentence was, “I want to give you permission to grieve.”In this deeply moving conversation, Laura—an author, speaker, and resilience coach—shares how she learned to move forward without denying the pain of what she had lost. After beginning to lose her sight at age nine and becoming completely blind by the end of high school, she faced depression, daily panic attacks, and the difficult work of rebuilding her identity and independence.Laura reveals why she initially rejected gratitude and how one simple daily practice eventually transformed her mindset: writing down three things she was grateful for. This wasn't about being thankful for the hardship. It was about recognizing the support, tools, relationships, and resources that helped her navigate it—including the guide dog that restored a powerful sense of freedom.We also explore mindfulness as a practical tool for interrupting anxiety, learning to recognize that thoughts are not always facts, and responding to fear with greater awareness. Laura offers a refreshing definition of grit—not as pushing through pain or “getting over it,” but as combining self-compassion with the courage to take the next step.If you are navigating grief, trauma, anxiety, disability, or an unexpected life transition, this episode offers an honest and hopeful approach to resilience. You'll discover how gratitude, mindfulness, and self-compassion can help you carry what happened without allowing it to define what happens next.Subscribe to the V.I.B.E. Living Podcast, share this episode with someone who needs encouragement, and leave a review telling us the insight you're choosing to carry forward.Bio At the age of nine, Laura was diagnosed with an eye disease and faced the difficult reality that she would become blind. Over the next ten years she experienced the traumatic transition of adjusting to life without sight. Laura adjusted to her new normal and was able to move forward in life as she graduated from Arizona State University with a BA in psychology. She then was the first blind student to receive her Masters of Divinity from Princeton Theological Seminary. She is the author of the book, Harnessing Courage. Laura founded Ubi Global, which is an organization that provides speaking and coaching to empower all people to overcome challenges and obstacles with grit and gratitude.Social Media LinkedInWebsite Please Patronize Our Sponsors Healthy aging starts from the inside out. Great Lakes Wellness Collagen is made with clean, grass-fed collagen peptides that are iGen Non-GMO tested, dissolve effortlessly in hot or cold liquids, and fit seamlessly into your daily routine. I personally use it to support healthy skin, stronger hair, joint comfort, and gut health. If you're looking for a simple way to nourish your body after 40, this is one of my favorite daily wellness essentials.Learn more by clicking here. Special Discount Code: VIBEWELLNESSWOMANIf you're curious about supporting your metabolism naturally, check out Ora Organic's GLP-1 Up. It's a plant-based supplement formulated with four clinically studied botanical ingredients that help support your body's natural GLP-1 production, healthy blood sugar response, appetite regulation, and energy balance.CLICK HERE FOR MORE INFORMATIONIf you are ready to try natural HRT check out VITAFEM - A doctor-formulated menopause supplement built for all 5 hormones. CLICK HERE FOR MORE INFORMATION
In today's episode, Kyle Grieve and Shawn O'Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compounding machine often compared to Berkshire Hathaway. They break down Fairfax's insurance and non-insurance segments, its use of float, and the capital allocation moves, from acquisitions to buybacks, that have driven decades of growth. The conversation also covers Fairfax's competitive advantages, key risks such as catastrophe exposure and succession, and whether the business remains an attractive opportunity today. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:05:30) Why Fairfax's history shorting backfired for years (00:08:41) How Fairfax structures its insurance and non-insurance businesses (00:15:10) How Fairfax treats its winning investments (00:19:03) What the combined ratio reveals about Fairfax's underwriting abilities (00:28:52) Why Fairfax's culture keeps talented operators for decades (00:30:56) How Fairfax uses debt to fund acquisitions (00:37:54) Why Fairfax's buyback timing shows disciplined capital allocation (00:41:11) How Prem Watsa's pay stays modest despite success (00:46:56) What risks Fairfax has as it continues to scale (00:53:52) Valuation discussion of Fairfax (00:55:36) Intrinsic value of Fairfax (01:00:04) Whether Kyle and Shawn will add Fairfax 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. Read The Fairfax Way by David Thomas here. Listen to Kyle's episode, where he covers the history of Fairfax Financial here. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Bestie, nobody warns you that walking into one of the happiest seasons of your life can also feel like you're leaving something behind - but joy and grief can exist at the same time. This week, Kamie is flying solo for one of her most vulnerable episodes yet. Fresh off her bachelorette trip, she reflects on the unexpected emotions that have come with preparing for marriage. While this season has been filled with excitement and gratitude, it's also brought a surprising sense of grief as she prepares to say goodbye to the life she's always known and step into a new chapter. From changing her last name to navigating the identity shift that comes with becoming a wife, Kamie opens up about the side of marriage that no one warns you about. She also shares why this journey has reminded her that choosing the right partner isn't just about finding love - it's one of the most important decisions you'll ever make. Follow Kamie @kamiecrawford + Relationshit @relationshit for more. Watch on YouTube at @relationshitpod and of course, follow the show on Spotify, Apple, YouTube, or wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kyle Grieve and Shawn O'Malley analyze SpaceX's blockbuster 2026 IPO, dissecting the company's three segments: Space, Connectivity, and AI. They'll also look at its history, moats, capital allocation, debt, and incentive structure. They'll stress-test SpaceX's aggressive $28.5 trillion total addressable market claim and walk through the key risks facing the business, from key-man dependence to regulatory exposure. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:06:28) How Elon Musk's early rocket failures almost sank SpaceX (00:08:11) How Space, Connectivity, and AI segments actually work (00:10:38) Why reusable rockets are reshaping launch economics (00:12:00) Whether the AI segment is worrisome (00:32:54) What's really driving Connectivity's improving margins (00:34:19) How to think about SpaceX's R&D and capital spending (00:42:00) Why SpaceX's debt picture is more nuanced than it looks (00:47:41) How Musk's pay package ties to Mars and market cap benchmarks (00:51:33) What risks could derail the SpaceX growth story (00:59:27) Why its claimed market opportunity may be overstated (01:05:28) Whether SpaceX's valuation can be justified by the numbers (01:09:08) Intrinsic Value of SpaceX (01:10:59) Whether Kyle and Shawn will add SpaceX 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. Read Elon Musk by Walter Isaacson here. Read Elon Musk by Ashlee Vance here. Check out the SpaceX prospectus here. 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: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Sam, Mason, James, and Austin discuss “firing the old God and hiring the new one.” They define the “old God” as transactional, shaming, distant, perpetually disappointed, and often rooted in childhood, family-of-origin dynamics. The "old God" is a false God that uses reward systems, shame, and sometimes spiritual manipulation. To embrace a new God, you can: 1. Explicitly name false beliefs about God, 2. Identify their impact on relationships, nervous system3. Reality-test beliefs through scripture and Christ's character4. Examine how the belief once protected parts of the self5. Grieve the loss of the familiar but harmful God-image, and 6. Use rituals (termination letter, speaking aloud, burning notes) to “fire” it.To close, Austin recommends John Eldredge's One Minute Pause App feature "20 Days to Experience Jesus.”Make a donation and become an Outsider!Follow us on social media! Instagram, Facebook & TikTokSubscribe to our YouTubeCheck out our recommended resourcesWant to rep the message? Shop our MERCH! For more inspiration, read our blogDo you have a story you are willing to share? Send us an email! contact@unashamedunafraid.comTimestamps:01:19 Meet the Old God03:27 Where Shame Begins05:38 Why Fire Him08:29 Dismantle the Belief10:45 Grieve the Old Image12:03 Steps and Rituals14:52 Hire the New God16:47 Relational Exposure Practice17:47 Relapse and Rework20:30 Resources and Reflections22:05 Listener Challenge Outro
To become a follower of Jesus, visit: https://MorningMindsetMedia.com/MeetJesus (NOT a Morning Mindset resource) ➖➖➖➖➖➖➖➖➖➖ TODAY'S SCRIPTURE: Ephesians 4:30 - And do not grieve the Holy Spirit of God, by whom you were sealed for the day of redemption. (ESV) ➖➖➖➖➖➖➖➖➖➖ FINANCIALLY SUPPORT THE MORNING MINDSET: (not tax-deductible) -- Become a monthly partner: https://mm-gfk-partners.supercast.com/ -- Underwrite one daily episode: https://MorningMindsetMedia.com/daily-sponsor/ -- Give one-time: https://give.cornerstone.cc/careygreen -- Venmo: @CareyNGreen ➖➖➖➖➖➖➖➖➖➖ FOREIGN LANGUAGE VERSIONS OF THIS PODCAST: Subscribe to the SPANISH version: https://MorningMindsetMedia.com/Spanish Subscribe to the CHINESE version: https://MorningMindsetMedia.com/Chinese ➖➖➖➖➖➖➖➖➖➖ CONTACT: Carey@careygreen.com
Anita and Mel are joined by widower Aaron Simmons, who shares the story of losing his wife just six days after what was supposed to be a routine abdominoplasty, when she suffered a fatal pulmonary embolism.Aaron describes the surreal experience of grief, saying it felt like his entire life had been turned inside out "like a sock." He talks about learning to hold gratitude alongside grief, and how that journey led to an extraordinary project: Widow, Widower, Widowest. Created from his wife's journals, artwork, and creative voice, Aaron says he wrote the book with her after she died, weaving together her words with his own experience of becoming a widower.It's a conversation about devastating loss, enduring love, and the unexpected ways our people can continue to shape our lives after they're gone. Aaron's perspective is thoughtful, funny, and deeply moving—including his unforgettable review of grief: "Five stars. Would grieve again."Check out Aaron's book, Widow, Widower, Widowest: A Grief Mosaic at: https://www.widowest.comSponsored by:BetterHelp.com. Save 10% off the first month of online therapy done securely, online with our unique link: https://trybetterhelp.com/wwdnMint Mobile: Mobile phone plans with great service and coverage starting at $15/month https://trymintmobile.com/wwdnJoin our Patreon for ad-free episodes and more!http://www.patreon.com/wwdn Support the show
In today's episode, Kyle Grieve and Shawn O'Malley analyze SpaceX's blockbuster 2026 IPO, dissecting the company's three segments: Space, Connectivity, and AI. They'll also look at its history, moats, capital allocation, debt, and incentive structure. They'll stress-test SpaceX's aggressive $28.5 trillion total addressable market claim and walk through the key risks facing the business, from key-man dependence to regulatory exposure. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro(00:06:56) How Elon Musk's early rocket failures almost sank SpaceX(00:08:36) How Space, Connectivity, and AI segments actually work(00:10:56) Why reusable rockets are reshaping launch economics(00:12:04) Whether the AI segment is worrisome(00:29:57) What's really driving Connectivity's improving margins(00:31:16) How to think about SpaceX's R&D and capital spending(00:38:45) Why SpaceX's debt picture is more nuanced than it looks(00:44:19) How Musk's pay package ties to Mars and market cap benchmarks(00:48:08) What risks could derail the SpaceX growth story(00:55:57) Why its claimed market opportunity may be overstated(01:01:36) Whether SpaceX's valuation can be justified by the numbers(01:05:16) Intrinsic Value of SpaceX(01:07:05) Whether Kyle and Shawn will add SpaceX 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. Read Elon Musk by Walter Isaacson here. Read Elon Musk by Ashlee Vance here. Check out the SpaceX prospectus here. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Beside Colorado's oldest church, Alphonso Abeyta created a sanctuary using more than 50,000 adobe bricks and traditional knowledge passed down in the San Luis Valley.
Preached at the Watered Garden Church
This week marks six months since an ICE officer shot and killed Minneapolis resident Renee Good. The shooting shoved the Twin Cities' response to the ICE surge into the international spotlight. Half a year later, the residents of the Central and Powderhorn neighborhoods in south Minneapolis are still processing the events of the shooting and everything that followed it. A group of artists has invited residents of the area to express grief by constructing what they're calling "street altars" to be placed on street corners around the city. One of the organizers, Conor Cusack, spoke to MPR News producer Ellen Finn as community members in Powderhorn Park.
Kyle Grieve and Shawn O'Malley analyze American Tower, the global cell tower business that powers the wireless networks we rely on every day. They unpack how leasing tower space to carriers creates durable recurring revenue, why its stacked competitive advantages form one of the widest moats in the market, and how a steadily growing debt load complicates the picture. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:44) How American Tower powers the wireless networks we use (00:05:52) How AMT creates recurring revenue (00:07:04) Why adding additional tenants dramatically boosts profits per tower (00:12:56) The three moats protecting American Tower from competitors (00:30:22) Why the REIT structure forces heavy reliance on debt (00:36:56) What American Tower's capital allocation reveals about management (00:38:36) Whether the data center deal was worth it (00:52:19) How carrier consolidation threatens even the widest moats (00:56:22) Why a wonderful business isn't always a wonderful investment (01:06:48) Intrinsic value of AMT (01:09:04) Whether Kyle and Shawn will add AMT to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Brad Jacob's first book, How to Make A Few Billion Dollars. Brad Jacob's follow-up book, How to Make A Few More Billion Dollars. Listen to Brad Jacob's interview with David Senra. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
I've covered three British herbalists so far on this podcast, and each has made a notable contribution to the development of botany and apothecary practice in Britain. This week, we're going to meet Maud Grieve, whose contribution took a different form. Yes, she wrote a lot about plants. She wrote A Modern Herbal, in fact. Yet she also contributed to the wartime efforts of the First World War in the realm of medicinal plants. She's perhaps not as well-known as the other three herbal writers I've featured: Elizabeth Blackwell, William Turner, and Nicholas Culpeper. She didn't illustrate her herbal, like Blackwell. Nor did she translate Latin texts into English, like Turner or Culpeper. But she did get people growing–and using–their own herbs. Let's go to meet her in this week's episode of Fabulous Folklore! Find the blog post with all the images and references here: https://www.icysedgwick.com/maud-grieve/ Become a member of Herbaria here: https://school.rowanandsage.com/courses/herbaria?affcode=437598_3qokpyep Magical Legends of the North East Talk: https://ko-fi.com/s/7f42dec282 Get your free guide to home protection the folklore way here: https://www.icysedgwick.com/fab-folklore/ Become a member of the Fabulous Folklore Family for bonus episodes and articles at https://patreon.com/bePatron?u=2380595 Get weekly articles and bonus content at Substack: https://fabulousfolklore.substack.com/ Buy Icy a coffee or sign up for bonus episodes at: https://ko-fi.com/icysedgwick Find the Fabulous Folklore Bookshop, Icy's social media links, and other useful bits at: http://icysedgwick.com/start-here
Hey, Survivor! What does healing actually look like after narcissistic abuse? Many survivors believe healing means they'll never feel triggered, grieve, or think about the past again. In this episode, I'm offering a different perspective—one rooted in trauma recovery, chronic stress healing, nervous system regulation, personal growth and empowerment. Healing isn't about perfection, grief can still show up after closure, and recovery creates the capacity to dream, connect, and thrive again. If you're feeling “perfection pressure,” or rushed in your recovery - internally or externally - this episode is for you.
Kyle Grieve and Shawn O'Malley analyze American Tower, the global cell tower business that powers the wireless networks we rely on every day. They unpack how leasing tower space to carriers creates durable recurring revenue, why its stacked competitive advantages form one of the widest moats in the market, and how a steadily growing debt load complicates the picture. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:51) How American Tower powers the wireless networks we use (00:06:21) How AMT creates recurring revenue (00:08:09) Why adding additional tenants dramatically boosts profits per tower (00:13:57) The three moats protecting American Tower from competitors (00:32:13) Why the REIT structure forces heavy reliance on debt (00:38:46) What American Tower's capital allocation reveals about management (00:40:22) Whether the data center deal was worth it (00:57:33) How carrier consolidation threatens even the widest moats (01:01:30) Why a wonderful business isn't always a wonderful investment (01:11:35) Intrinsic value of AMT (01:13:52) Whether Kyle and Shawn will add AMT to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Brad Jacob's first book, How to Make A Few Billion Dollars. Brad Jacob's follow-up book, How to Make A Few More Billion Dollars. Listen to Brad Jacob's interview with David Senra. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Plus500 Netsuite Vanta Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Alice is Miss Great Britain 2025/26 and a qualified solicitor, currently working for a property developer. In this episode, Alice talks with Jason about the death of both her parents before she turned 18, her ‘Time to Grieve' campaign and the benefits of being Miss Great Britain.You can watch the full conversation on YouTube.On the Marie Curie Couch aims to open up conversations about death, break down the taboo and encourage people to share their end of life plans.This podcast is made by Marie Curie – the UK's leading end of life charity. For more information about the vital work we do, head to mariecurie.org.ukOn the Marie Curie Couch is produced and edited by Marie Curie, with support from Ultimate Content. The music featured is Time Lapse by PanOceanic. Hosted on Acast. See acast.com/privacy for more information.
Some of the questions from this message: How should Christians understand grief when it comes to the death of dearly loved fellow believers? What is the 'intermediate state' between death and resurrection? Why is resurrection so important? What will happen to deceased Christians when Christ returns? You can watch this message here.
Discover why the saints wept for the world and how grief rooted in love can draw us closer to God and others.Every night, join Father Joseph Matlak as he ends the day with prayer and reflection. In a few short minutes, Father Matlak guides you in prayer and shares a brief reflection and a thorough examination of conscience providing you with the encouragement necessary to go forward with peace and strength. Join us each day in your inbox https://www.goodcatholic.com/nightprayer________________
For most of my life, I thought I was healing because I understood what happened. What I've realized is that understanding and grieving are not the same thing. In this episode, I share the life I didn't have, the survival adaptations that shaped me, and the hidden cost of carrying pain for decades without fully processing it. I talk about hyper-independence, people-pleasing, achievement, grief, identity, and the ways I mistook survival strategies for who I was. I share how slowing down created space to acknowledge what was lost, reconnect with myself, and ask a deeper question: Who am I underneath everything I had to become to survive? This is a conversation about grief, healing, faith, and finally putting down the weight I was never meant to carry.
Link to the full podcast:https://youtu.be/2J5NPiZnOEU?si=UsfkoFa7-4RtwgXD You're still showing up. But are you leading with clarity — or just holding it together? Take 15 minutes to reflect with the Christian Leader® Self-Assessment — a simple tool to help you see what's really working... and what's quietly wearing you out. It's free!https://www.ryanfranklin.org/clselfassessment Description:Rodney Shaw discusses the importance of grieving change within church leadership, emphasizing that leaders should model transparency, allow teams space to process loss, and recognize that deep emotions often reflect strong loyalty and commitment. He explains that leaders are usually emotionally ahead of their teams during transitions and encourages pastors to move forward with change through prayer, planning, flexibility, counsel, and faith—even when fear and uncertainty are present.Purchase Christian Leader Sight Planner (a tool that has drastically changed Ryan's productivity): Black Cover – https://amzn.to/3JpBHvm Blue Cover – https://amzn.to/4ouFRB9 Green Cover – https://amzn.to/4oXVLUr Purchase The Christian Leader Blueprint book today: https://www.ryanfranklin.org/blueprintbookDownload The Christian Leader Blueprint – Short Guide (Free): https://www.ryanfranklin.org/blueprint Take the Christian Leader® Self-Assessment (Free):https://www.ryanfranklin.org/clselfassessment Learn more about Christian Leader® Community Coaching:https://www.ryanfranklin.org/communitycoaching YouTube and Audio Podcast: https://www.ryanfranklin.org/leaderpodcast Connect with Ryan: Email: info@ryanfranklin.org Facebook: https://www.facebook.com/rnfranklin/ Instagram: https://www.instagram.com/rnfranklin/ Linkedin: https://www.linkedin.com/in/rnfranklin/ Audio mastering by Apostolic Audio: https://www.apostolic-audio.com#leadership, #thoughtleadership, #ministry, #pastor, #pastors, #churches, #leadershiptraining, #churchleader, #churchleaders, #influence, #leadershipdevelopment, #coaching, #executivecoach, #leadershipcoaching, #productivitycoach, #productivity, #growthmindset, #theproductiveleader, #ChristianLeader, #ChristianLeadership, #LeadershipPodcast, #FaithAndBusiness, #PodcastInterview, #ChristianEntrepreneurship, #KingdomImpact, #PodcastInspiration, #LeadershipJourney, #PurposeDriven, #ChristianPodcast, #LeadershipEssentials, #LeadershipFundamentalsSend us Fan Mail
In this episode of The Yegi Project, Emily Thiroux Threatt shares her inspiring journey through grief, the power of writing and community, and how happiness and grief can coexist. Discover practical tips for navigating loss and embracing joy.Connect with Emily!Instagram: https://www.instagram.com/emily_thiroux_threattWebsite: https://griefandhappiness.com/Podcast: https://podcasts.apple.com/us/podcast/grief-and-happiness/id123456789Loving and Living Your Way Through Grief https://a.co/d/0aDPj4vMThe Grief and Happiness Handbook https://a.co/d/0iQrPcacTakeaways* Writing about grief can help process emotions and aid healing.* Community support, like forming groups, is vital for recovery.* Happiness and grief can coexist; love remains part of us.* Setting intentions can open new opportunities for joy.* Grief is a personal journey, not a linear process.If you would like to be a guest on a future episode of The Yegi Project, please email info@yegiproject.comThe Yegi Project is available on Apple Podcasts, Spotify, Stitcher and more!https://linktr.ee/theyegiprojectDisclaimer: This podcast or any other The Yegi Project episodes on this platform or other podcast streaming platforms is not legal business or tax advice. I make this content based on my own experience as a business owner and MBA for educational and entertainment purposes only. #theyegiproject Podcast Audio & Video Edited by Elizabeth HadjinianInstagram - https://www.instagram.com/theyegiprojectTikTok - https://www.tiktok.com/@theyegiproject YouTube - https://www.youtube.com/@theyegiproject
Kyle Grieve discusses what bubbles are, why they form, and why they always feel different in real time. He'll examine historical patterns through frameworks from Insana, Kindleberger, and Howard Marks, and explain how investors can protect themselves by focusing on intrinsic value over narratives rather than speculation. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:31) Why understanding bubbles is critical for long-term investor survival (00:04:31) How “this time is different” fuels every historical bubble (00:05:37) Why smart money, incentives, and career risk inflate bubbles (00:07:21) How investors rationalize bubbles using new, useless KPIs (00:08:56) The predictable emotional arc: skepticism, euphoria, panic, collapse (00:10:04) Why price detaches from intrinsic value during bubbles (00:12:28) Kindleberger's five stages: displacement, boom, revulsion, discredit (00:30:58) Lessons from tiny bubbles like plank roads and Beanie Babies (00:53:01) How human nature, not technology, causes recurring bubbles (01:08:44) How to protect portfolios from bubbles by focusing on value, not narratives Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Buy Trendwatching. Follow Kyle on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Plus500 Netsuite Vanta Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve and Shawn O'Malley analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into extraordinary wealth-creation machines throughout his career. Tune in as they debate whether Brad Jacobs' unparalleled track record as a capital allocator is enough to justify investing in a business that is still very much a work in progress. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:19) How Brad Jacobs built multiple billion-dollar companies from scratch (00:05:05) The structure QXO used to go public fast (00:06:21) How Beacon Roofing was acquired despite a poison pill defence (00:10:44) What Kodiak added to QXO's geography and product mix (00:14:03) Why the TopBuild deal is a game-changer for margins (00:25:52) How QXO plans to unlock synergies across its portfolio (00:40:56) Why Jacobs' approach to dilution mirrors Henry Singleton's playbook (00:53:11) About the thickness of QXO's competitive moat (01:03:08) The three biggest risks that could derail QXO's vision (01:06:24) Valuation: What bull, base, and bear cases reveal about fair value (01:14:08) Intrinsic value of QXO (01:14:26) Whether Kyle and Shawn will add QXO to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Brad Jacob's first book, How to Make A Few Billion Dollars. Brad Jacob's follow-up book, How to Make A Few More Billion Dollars. Listen to Brad Jacob's interview with David Senra. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Hymns: Praise the Savior, Ye Who Know Him Take Time to Be Holy Gracious Spirit, Dwell with Me Outline: What It Means to Grieve the Holy Spirit What Grieve Him What Please Him
We're going back into the vault for one of our most popular mailbag episodes from Season 3 — and the questions are just as good as we remembered. In this episode, Ian and co-host Anthony Skinner answer listener questions on some of the Enneagram's most nuanced and personal territory: Can trauma actually change your type? What is the "sunny Four," and why do subtypes matter so much for Fours and Sixes? How do Threes and Fours process grief differently — and what does healthy grieving even look like through an Enneagram lens? What does it mean to have a heavy wing, and can you access both wings for growth? And for the Ones in the room — what do you actually do with all that repressed anger? Whether you're new to Typology or you've been with us for years, this one is worth your time. Have a question of your own? Send it to wendy@ianmorgancron.com and you might hear it answered on our next mailbag episode.
Kyle Grieve and Shawn O'Malley analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into extraordinary wealth-creation machines throughout his career. Tune in as they debate whether Brad Jacobs' unparalleled track record as a capital allocator is enough to justify investing in a business that is still very much a work in progress. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:03) How Brad Jacobs built multiple billion-dollar companies from scratch (00:05:49) The structure QXO used to go public fast (00:07:05) How Beacon Roofing was acquired despite a poison pill defence (00:11:26) What Kodiak added to QXO's geography and product mix (00:14:43) Why the TopBuild deal is a game-changer for margins (00:23:54) How QXO plans to unlock synergies across its portfolio (00:43:27) Why Jacobs' approach to dilution mirrors Henry Singleton's playbook (00:59:00) The thickness of QXO's competitive moat (01:08:51) The three biggest risks that could derail QXO's vision (01:11:57) What bull, base, and bear cases reveal about fair value (01:19:33) Intrinsic value of QXO (01:20:13) Portfolio decision Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Brad Jacob's first book, How to Make A Few Billion Dollars. Brad Jacob's follow-up book, How to Make A Few More Billion Dollars. Listen to Brad Jacob's interview with David Senra. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Plus500 Netsuite Vanta Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Misfits Makin' It is the podcast component of the misfit comedy shows produced by Lauren LoGiudice. Show dates and info at www.laurenlogiudice.com In this episode Lauren chats with stand-up comedian and podcast host Micah Walsh about grief and comedy His podcast I’ll Grieve You With This started as a personal project after losing his father, interviewing comedians about people they’ve lost and the humor hiding inside funeral chaos. They riff through audience-submitted Misfit Melodrama stories and land somewhere unexpectedly real: the thing you’ve been spiraling about for seven years? Nobody even noticed it. [Ep 53] CONNECT WITH ROBERT'S WORK: 🌐 Instagram: @micah_walsh 🎧I’ll Grieve You With This — available on Spotify, Apple Podcasts, and pretty much anywhere you listen To submit your story for Misfit Melodrama segments leave a voicemail at 646-WANG-0-X-1 or send us a message at www.laurenlogiudice.com/podcast. HOW TO SUPPORT THE PODCAST: Rate and review: Misfits trust other misfits to tell them what is good! Tell a friend: Word of mouth is the #1 way misfits learn about their next pod. Sponsor a podcast: Affordable for individuals and small businesses, also makes the perfect gift. Support this art directly with a podcast that's custom-tailored to you or your friends. Make it happen by reaching out to inthemidstprod@gmail.com. CONNECT WITH LAUREN LOGIUDICE: Instagram: @laurenlogi Twitter/TikTok/Threads: @laurenlogi Website: www.laurenlogiudice.com CONNECT WITH MISFIT COMEDY SHOWS AND PODCAST EPISODES: Instagram: @misfitcomedyco
What does it mean to “grieve the Holy Spirit,” and should Christians be concerned about it today?In this episode of Apostolic Life in the 21st Century, Dr. David K. Bernard examines Paul's warning in Ephesians 4:30: “Do not grieve the Holy Spirit of God, by whom you were sealed for the day of redemption.” While many believers have heard this phrase throughout their lives, its meaning is often misunderstood.Looking at the broader context of Ephesians, Dr. Bernard explains how attitudes such as bitterness, anger, unforgiveness, dishonesty, and harmful speech can hinder the Spirit's work in a believer's life. He also discusses the relationship between conviction, spiritual growth, and Christian obedience, showing why this warning remains relevant for every follower of Christ.In this episode, you'll discover:• What Scripture means by grieving the Holy Spirit • Why Paul connects this warning to everyday behavior and relationships • How the Holy Spirit works to transform believers into the image of Christ • The dangers of resisting the Spirit's conviction over time • Whether persistent disobedience can affect a person's salvation Whether you are seeking a deeper walk with God or greater understanding of the Holy Spirit's role in the life of a believer, this episode offers practical biblical insight and encouragement.Visit PentecostalPublishing.com to shop Dr. Bernard's full catalog of published works. Enter promo code DKB10 at checkout to save 10 percent on your order.Apostolic Life in the 21st Century is a weekly podcast in which Dr. David K. Bernard answers questions about Scripture, theology, Christian living, church history, and contemporary issues from an Apostolic Pentecostal perspective.If you enjoy this podcast, leave a five-star rating and a review on Apple Podcasts or your preferred podcast platform. We also appreciate it when you share Apostolic Life in the 21st Century with family and friends.
By Sal Cimino Sr - Brethren, while God has given us a powerful gift to enable us to grow and overcome sins in our lives, how often do we see our lack of thankfulness when we disobey his word and cause grief of His Holy Spirit? We should be mindful of not grieving God's Holy Spirit by lack of use or lack of interest.
Remember God loves you so much he sent his Son Jesus Christ to take the punishment for your sins. You are of great value. Jesus loves you and He is just a prayer away! This episode includes AI-generated content.
Kyle Grieve and Shawn O'Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and niche systems solutions across Europe. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:57) The fascinating history of LIFCO (00:07:13) How Carl Bennett built the DNA that still guides LIFCO's acquisition strategy today (00:08:54) Fredrik Karlsson's legendary track record and why he bought more stock after being removed (00:10:49) The three distinct business segments and how they drive growth independently (00:16:48) LIFCO's rigorous eight-step acquisition process (00:30:12) How LIFCO uses put/call options to align management incentives (00:39:07) Why niche industrial markets create natural competitive advantages that larger competitors simply ignore (00:44:11) The capital efficiency metrics that prove LIFCO's returns are sustainable and real (01:04:06) What risks could derail the business (01:09:14) Multiple valuation scenarios showing potential returns under bull, base, and bear cases (01:11:47) Intrinsic value of Lifco (01:18:03) Portfolio decision Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Read more on Lifco and other serial acquirer outperformers in The Compounders. Listen to Kyle's episode on The Compounders. Learn more about process power in Kyle's interview with Hamilton Helmer. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
I am so grateful to meet, know and interview a great human being. She gives selflessly to others and wants to make a difference in the community. Listen as Fort Wayne native talks about boundaries and work-life balance, licensed social work, teaching a course in grief (not only in death but in life changes) and teaching a course about hospitalized children at U of I, the role of a Child-Life Specialist, displaying a passion for pediatric health care, mentoring professionally and leaving a legacy through foster parenting. She has the ability to overlook the to do list in order to prioritize mothering and teaching others. A real gift.Are you looking for a first-person testimony of your business, product or service? Let HyperLocal(s) help. I can provide unique, approved copy highlighting your business for approximately 1:30 seconds at the beginning of the podcast. I hope you listen, subscribe, share and give me the opportunity to promote your business. Let me know if you have any questions at hyperlocalscu.comThank you so much for listening! However your podcast host of choice allows, please positively: rate, review, comment and give all the stars! Don't forget to follow, subscribe, share and ring that notification bell so you know when the next episode drops!Also, search and follow hyperlocalscu on all social media. If I forgot anything or you need me, visit my website at HyperLocalsCU.com. Byee.
Sometimes after miscarriage, it can feel like you and your husband are grieving in completely different ways.You may be carrying the physical loss, the emotions, and the questions every single day… while he seems quiet, distant, or focused on everything else that needs to get done.But what if he is grieving too, just differently?In this episode of the Purpose Beyond Motherhood Podcast, Nicole sits down with author Eric Schumacher for an honest conversation about miscarriage, marriage, and the grief fathers often carry silently.We talk about: Why men and women often grieve differently after pregnancy loss How to create space for honest conversations in marriage What husbands may be feeling but struggling to say out loud Practical ways couples can support each other through grief How faith, lament, and the hope of Christ meet us in loss Eric also shares biblical encouragement for couples walking through miscarriage and reminds grieving parents that their baby mattered, their grief matters, and they do not have to carry it alone.This conversation is gentle, honest, and deeply validating for both mothers and fathers navigating loss.Connect with Eric + Resources Mentioned Eric's website: https://emschumacher.com/ Dad's Hurt Too: A Father's Memoir of Miscarriage Ours: Biblical Comfort for Men Grieving Miscarriage Worthy: Celebrating the Value of WomenStart your monthly gift$12 for Twelve Giving Campaign Support + communityTwice-a-month virtual support group Twelve 12 MinistriesWebsiteShopInstagram + Facebook: @twelve12ministriesEmail: info@twelve12ministries.org
Kyle Grieve and Shawn O'Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and niche systems solutions across Europe. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:39) The fascinating history of LIFCO (00:07:31) How Carl Bennett built the DNA that still guides LIFCO's acquisition strategy today (00:09:24) Fredrik Karlsson's legendary track record and why he bought more stock after being removed (00:11:16) The three distinct business segments and how they drive growth independently (00:17:29) LIFCO's rigorous eight-step acquisition process (00:31:52) How LIFCO uses put/call options to align management incentives (00:40:46) Why niche industrial markets create natural competitive advantages that larger competitors simply ignore (00:45:23) The capital efficiency metrics that prove LIFCO's returns are sustainable and real (01:09:26) What risks could derail the business (01:14:36) Multiple valuation scenarios showing potential returns under bull, base, and bear cases (01:16:53) Intrinsic value of Lifco (01:23:16) Portfolio decision Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Read more on Lifco and other serial acquirer outperformers in The Compounders. Listen to Kyle's episode on The Compounders. Learn more about process power in Kyle's interview with Hamilton Helmer. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today's episode, Kyle Grieve and Shawn O'Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital allocation and aggressive share buybacks. They'll explore NVR's differentiated business model, which helps minimize capital intensity and risk, and examine how this strategy has enabled superior returns on capital. They'll navigate how to think of NVR through cycles and whether it's a business that is simple to understand. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:30) How NVR became a legendary share cannibal in homebuilding (00:05:05) The LPA model and how NVR de-risks traditional homebuilding (00:10:16) Why homebuilders love leverage while NVR maintains a fortress balance sheet (00:15:34) How the mortgage banking segment generates high margins (00:21:41) The history of its margin rise and stabilization (00:27:49) How counter-positioning creates competitive advantages (00:52:58) How management is aligned through ROIC incentives and deep insider ownership (01:06:15) About the cyclicality trap, homebuilders must deal with (01:18:45) The three distinct valuation scenarios and what they reveal (01:14:06) Intrinsic value of NVR (01:26:15) Whether Kyle and Shawn will add NVR to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Read Norbert Lou's initial NVR writeup from 100. Joel Greenblatt's NVR case study. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Why does an avoidant ex look completely fine after the breakup while you're falling apart? In Part 2 of this 4-part breakup series, Sabrina breaks down avoidant attachment after a breakup using actual attachment research, not the recycled TikTok takes. She explains what deactivation really means in the nervous system, why avoidants register as less distressed in the acute post-breakup period, and what's actually happening when they seem to move on overnight or jump straight into a new relationship. You'll also learn the three types of avoidant reach-outs (suppression breakdown, the phantom ex phenomenon, and the rare real reach out), how to tell which one you're getting, whether avoidants can actually change, and why you keep responding even when you know better. Stay until the end for the Tool of the Week, the single most useful practice for anyone trying to heal from an avoidant discard, an anxious-avoidant dynamic, or a breakup where you can't stop wondering if you ever mattered to them. Pre-order Sabrina's book coming out October 2026, "Why Am I Like This?" Get your free workbook and access to the companion course after pre-ordering 'Why Am I Like This?' by filling out the form at the bottom of the page at http://sabrinazohar.com/book If you're ready to slow down, trust your instincts, and break your old dating patterns, the Healthy Relationship Foundations Course walks you through it step-by-step HERE! If you're serious about changing your dating patterns instead of repeating them, the Art of Going Slow course helps you unlearn urgency, regulate your nervous system, and build real connection without rushing, chasing, or abandoning yourself HERE! Get Ad free HERE! Watch on Spotify. Spotify subscribers get fewer ads on my video. Want to work with Sabrina? HERE! Get merch for The Sabrina Zohar Show HERE! Don't forget to follow Sabrina and The Sabrina Zohar Show on Instagram and Sabrina on TikTok! Video now available on YOUTUBE! Please support our sponsors! Take Cheers Restore after your last drink or before going to bed and wake up feeling at least 50% better — or your money back. For a limited time our listeners are getting 20% off their entire order at CheersHealth.com/SABRINA #Cheers #ad Get 20% off your first order, plus free shipping at Boll And Branch with code sabrina. Bollandbranch.com/sabrina Ready to upgrade your eyewear to something functional, fashionable, fun, and affordable? Head to goodr.com/SABRINAZOHAR to claim $10 off your first order. ============================= Chapters: 00:00 Inside the Avoidant Breakup 06:10 What Avoidant Attachment Really Is 10:45 Why Avoidants Don't Grieve at First 13:21 Avoidant Discard vs Breakup 17:08 The Suppression Study Explained 21:20 3 Types of Avoidant Reach Outs 25:37 Why You Keep Responding 28:21 Can Avoidants Actually Change 31:12 Healing Without Becoming Avoidant 33:40 Tool: Stop Predicting Their Feelings Disclaimer: The Sabrina Zohar Show, formerly known as Do The Work, is not affiliated with A.Z & associates LLC in any capacity. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In today's episode, Kyle Grieve and Shawn O'Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital allocation and aggressive share buybacks. They'll explore NVR's differentiated business model, which helps minimize capital intensity and risk, and examine how this strategy has enabled superior returns on capital. They'll navigate how to think of NVR through cycles and whether it's a business that is simple to understand. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:30) How NVR became a legendary share cannibal in homebuilding (00:05:05) The LPA model and how NVR de-risks traditional homebuilding (00:10:16) Why homebuilders love leverage while NVR maintains a fortress balance sheet (00:15:34) How the mortgage banking segment generates high margins (00:21:41) The history of its margin rise and stabilization (00:27:49) How counter-positioning creates competitive advantages (00:52:58) How management is aligned through ROIC incentives and deep insider ownership (01:06:15) About the cyclicality trap, homebuilders must deal with (01:18:45) The three distinct valuation scenarios and what they reveal (01:14:06) Intrinsic value of NVR (01:26:15) Whether Kyle and Shawn will add NVR to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Read Norbert Lou's initial NVR writeup from 100. Joel Greenblatt's NVR case study. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kenny Wallace discusses Kyle Busch, the grieving process and how everybody grieves differently.#nascar #racing #kennywallace #kylebusch
This episode is a gentle one. It is about grief, about the body, about what happens when the path you imagined does not unfold the way you hoped, and about where you can find peace when words are not enough.I am joined by Ellen Mary Webster, horticulturalist, floral designer, author and host of the award-winning Plant Based Podcast. Ellen navigated a decade-long fertility journey that included a near-fatal ruptured ectopic pregnancy, a diagnosis of severe endometriosis, three rounds of IVF and ultimately a hysterectomy in her early 30s. Throughout all of it, she turned to her garden. And in this conversation she explains why that was not just a coping mechanism but a genuine form of healing.Whether you have a large garden, a windowsill, a balcony or just a park nearby, this episode will make you want to go outside.Content note: This episode includes discussion of ectopic pregnancy, pregnancy loss, endometriosis, IVF, hysterectomy and involuntary childlessness.What we discuss in this episode:Ellen's decade-long fertility journey: from ectopic pregnancy to endometriosis diagnosis to IVF to hysterectomyThe ruptured ectopic pregnancy that nearly cost Ellen her life and the eight hours of dismissal that preceded emergency surgeryThe health anxiety that stayed long after the physical recoveryWhy gardening became Ellen's constant throughout all of it, from the very first loss to the weeks recovering from a hysterectomyWhat it means to garden for process rather than outcome and why that mindset maps directly onto a fertility journeyThe science behind soil: why getting your hands in the dirt genuinely affects your brain chemistryWhy just seeing a flower can momentarily shift your mental state even when you are in deep griefForest bathing: what it actually is, what the Japanese have known for centuries, and how 40 minutes among trees can reduce anxiety and increase natural killer cellsHow to do forest bathing on your own and why walking slowly with intention is where to startWhat Ellen did during the five weeks she could not garden after her hysterectomy and what sitting still in her garden taught herThe anger and the unfairness of watching friends fall pregnant and how Ellen processed that over timeWhy you do not need to be a gardener for nature to help you: one plant, a garden centre coffee and a short walk all countThe fertility journey and what it taught Ellen about the miracle of lifeEllen's wellness retreats, forest bathing sessions and what a day or weekend immersed in nature can offerEllen's invitation to anyone who feels like this will not work for themWe are not separate from nature. We are part of it. And we have just become so far detached from it that we have forgotten that going outside, even briefly, even reluctantly, is going to make you feel a little better. Start with one plant. Go to the garden centre. Get a coffee and a piece of cake. Buy the one plant you like and try to nurture it. That is enough.About Ellen Mary WebsterEllen Mary Webster is a horticulturalist, floral designer, author and wellness retreat host. She is the author of The Joy of Gardening and How to Grow a Garden, and the host of the award-winning Plant Based Podcast. She splits her time between Norfolk in the UK and the United States, lives a plant-based life and runs nature immersion and forest bathing wellness retreats.Follow Ellen Mary on Instagram: @ellenmaryGardeningThe Plant Based Podcast: theplantbasedpodcast.comA note on Fertility Network UKAt the start of this episode I shared some difficult news: Fertility Network UK, one of the longest-standing patient support charities in the UK, has announced a managed closure. As of 21 May they were no longer accepting new requests for direct support. This is a huge loss for the TTC community and I want to send so much love to everyone affected, both the patients who relied on their support and the brilliant people who built it.If you are looking for support, please know that Fertility Action is here and their free weekly groups are open to you.Support and resourcesThe Fertility Podcast is the official podcast for Fertility Action, a charity providing free peer support groups, education and campaigning for fairer access to fertility treatment. Groups run every week with no sign-up or commitment needed.Manchester walk and talk meetup: Sunday 31 May, approximately 3pm, Heaton Park, Manchester. I will be there! Check @fertilityaction on Instagram for final details.This episode is sponsored by Wild NutritionI know how overwhelming it can be knowing which supplements to buy when you are trying to conceive. That is exactly why I appreciate what Wild Nutrition offers: free one-to-one consultations with nutritional therapists so you get guidance genuinely tailored to your situation. Their supplements are formulated for optimal absorption, with 31 carefully selected nutrients including folate, zinc and B vitamins, and are trusted by over 50,000 couples.As a listener of The Fertility Podcast, you can get:50% off Wild Nutrition supplements for 3 monthsA free personal consultation with an expert nutritional therapistVisit wildnutrition.com/fertilitypodcast to get started. Terms and conditions apply.Support the Three Peaks ChallengeI am climbing Ben Nevis, Scafell Pike and Snowdon in 24 hours in June to raise funds for Fertility Action. I have already smashed my initial target of £2,000 thanks to the incredible generosity of so many of you. Thank you Nick, Emma, Charlene, Vic, Ali, Jo, Sarah Banks and Sophie Solaria. The fundraiser is still open and every donation, however small, makes a real difference to a grassroots charity that is all-volunteer and entirely community funded.Here's how you can donate Stay connectedFollow me on Instagram: @fertilitypoddyEmail: natalie@thefertilitypodcast.comIf you haven't already, please subscribe and leave a review. It really helps more people find the podcast.Thank you, as always, for your ear holes. Until next time
Russell answers a question from a listener who lost their beloved pastor. Watch the video of this episode on YouTube here. Submit your own question for the show! Email questions@russellmoore.com — and remember: attach a voice memo! Keep up with Russell: Sign up for the weekly newsletter where Russell shares thoughtful takes on big questions, offers a Christian perspective on life, and recommends books and music he's enjoying. Subscribe to the Christianity Today Magazine: Special offer for listeners of The Russell Moore Show: Click here for 25% off a subscription. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Kyle Grieve and Shawn O'Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any business would envy. They'll trace the company's growth history, untangle its complex capital structure, and assess its current debt situation. They'll also cover F1's competitive advantages, pricing power, incentives, and so much more! IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:55 - How F1 generates billions of dollars from 24 live events 00:03:22 - Why most sports franchises fail to produce cash flow 00:05:16 - How Liberty got away from the tracking stock structure to simplify things 00:16:19 - How the Concorde agreements pose risk 00:21:10 - The debt structure Liberty built to help build sustainable cash flow 00:38:04 - Details of F1 Group's other surprising racing league 00:45:34 - How Netflix's streaming coverage of F1 helped grow the sport 01:02:02 - Why the business remains capital light 01:11:30 - How cross-promotions and synergies create exciting new growth levers Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Watch the video about the dealmakers behind F1's success. Watch how F1 impacts local communities with its events. Read the book on Formula One's history. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve and Shawn O'Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any business would envy. They'll trace the company's growth history, untangle its complex capital structure, and assess its current debt situation. They'll also cover F1's competitive advantages, pricing power, incentives, and so much more! IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:55 - How F1 generates billions of dollars from 24 live events 00:03:22 - Why most sports franchises fail to produce cash flow 00:05:16 - How Liberty got away from the tracking stock structure to simplify things 00:16:19 - How the Concorde agreements pose risk 00:21:10 - The debt structure Liberty built to help build sustainable cash flow 00:38:04 - Details of F1 Group's other surprising racing league 00:45:34 - How Netflix's streaming coverage of F1 helped grow the sport 01:02:02 - Why the business remains capital light 01:11:30 - How cross-promotions and synergies create exciting new growth levers Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Watch the video about the dealmakers behind F1's success. Watch how F1 impacts local communities with its events. Read the book on Formula One's history. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
There's a particular kind of grief that almost nobody talks about — the grief of a life that never happened. The marriage you thought you'd have by now. The career that didn't go the way you planned. The family you imagined that looks nothing like reality. The version of yourself you thought you'd be at this age. In today's episode, Celeste talks about grieving the imagined life — and why letting go of who you thought you'd be is one of the most important and most overlooked parts of healing. If you've been quietly mourning a future that didn't happen, this one will give you permission to feel it fully. Today's shift: Name the life you thought you'd have — and give yourself permission to grieve the gap between that and where you are now. Today's shift: Stop waiting for closure to come from the outside — and start creating it from within. visit the wellness center stwyt.com Events Store Follow Celeste podcast page on tick tock , facebook and instagram Follow Celeste Personal Page on tick tock , facebook and instagram
Wild's season is over after a collapse in Denver last night. We unpack that with takes and talkbacks for the opening hour! See omnystudio.com/listener for privacy information.
Wild's season is over after a collapse in Denver last night. We unpack that with takes and talkbacks for the opening hour!
This week on Live Happy Now, Paula sits down with Dr. Korie Leigh, an internationally recognized expert in childhood bereavement and author of When Everything Changes: Parenting Through Loss and Grief. Drawing from her work in pediatric palliative care and thanatology, Dr. Leigh explains why children grieve differently than adults and why honest, concrete communication matters when helping them navigate loss. She also shares how parents can support their children even while managing their own grief, and why resilience is a muscle families can build together. In this episode, you'll learn: Why euphemisms around death can confuse children and increase fear or guilt. How children “puddle jump” through grief and why their processing looks so different from adults. How parents can support a grieving child even while grieving themselves — and why “good enough” parenting truly is enough.
What if closure isn't actually what grief needs? In this episode, Vanessa explores the difference between grief that has been witnessed, ritualized, and given symbolic form, and grief that stays suspended when there has been no real threshold, no communal acknowledgment, and no place for psyche to put what happened. From death to losing a home, a relationship, or an entire world, this is a conversation about ritual, rupture, and why some grief moves while other grief circles. The invitation isn't to “get over it,” but to create form: witness, ritual, and integration when life didn't provide it.For educational purposes only. This isn't therapy.If you want to go deeper, check out the written companion on Substack and explore community + training at https://www.vanessaBennett.com.Additional ResourcesExplore: VanessaBennett.comBook: The Motherhood MythCommunity: Inner Compass CollectiveTraining: Inner Compass AcademyConnect with Inner CompassFollow on InstagramConnect with Vanessa Bennett:Follow on InstagramFollow on TikTokLearn more on SubstackConnect with Vanessa Bennett on LinkedInSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Kyle Grieve and Shawn O'Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only viable option for small companies and international firms seeking access to the US market. Find out whether the current stock price offers an attractive entry point for value investors. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:24 - Why OTC Markets operates as a hidden monopoly, most investors have never heard of 00:03:08 - The three business segments generating recurring revenue from market infrastructure 00:09:09 - How OTCM's pricing power compares to other monopolistic businesses 00:14:54 - Why 130 employees can manage the infrastructure for over 12,000 securities 00:19:41 - What keeps customers so loyal 00:27:02 - How regulatory relationships create barriers to entry 00:50:22 - The surprising reason declining subscriber counts might not be concerning 00:59:00 - The exceptional unit economics that make Corporate Services so profitable 01:02:29 - Why management's capital allocation approach is so different from that of typical CEOs 01:19:54 - Whether this hidden infrastructure gem deserves a spot in your portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Join The Intrinsic Value Conference in Omaha this May 1, 2026! Track The Intrinsic Value Portfolio. Learn more about OTC Markets Group on their IR. Listen to an interview with CEO, Cromwell Coulson. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm