Podcasts about investor day

In this week's episode of ASEAN Speaks, our host Thilan invites our economist Chua Hak Bin to talk about the US's Liberation Day and how that would impact the ASEAN market.Our SMIDs analyst, Jarick Seet goes through why he is upgrading ISOTeam's target price amidst its CEO buying ISOTeam shares.With increased rumours of Grab merging with GoTo, our analyst from Indonesia, Etta Rusdiana Putra, goes through why believes even if the merger does not fall through GoTo has great upside potential.Our Industrials analyst, Krishna Guha, discusses some highlights from ST Engineering's recent Investor Day and goes through some upside risks the company may have.While looking at Data Centres and amidst Thailand's fluctuating market, Thilan briefly goes through what Hussaini Saifee, our TMT analyst, is thinking about the new data centre capacity approval in BangkokEdited by Xuan Hao, Dion, Bruce

Today Colin opens the show by giving his thoughts on the big outdoor story of the week: The letter that was sent to Outside, Inc CEO Robin Thurston from more than 30 notable journalists making the request to have their names removed from Outside's masthead. Then outdoor industry insider and consigliere to The Rock Fight, Eoin Comerford joins Colin to run through what he learned from The North Face's presentation at VF's recent Investor Day. Lastly for The Parting Shot, Eoin highlights two brands from his Founder's Friday series on LinkedIn.Check out hundreds of wildly cool products by visiting and shopping at Garage Grown Gear!Thanks for listening! The Rock Fight is a production of Rock Fight, LLC. Sign up for NEWS FROM THE FRONT, Rock Fight's weekly newsletter by heading to www.rockfight.co and clicking Join The Mailing List.Please follow and subscribe to The Rock Fight and give us a 5 star rating and a written review wherever you get your podcasts.Want to pick a fight with The Rock Fight? Send your feedback, questions, and comments to myrockfight@gmail.com.

Today on our show:Is Beyond.com doomed?Klaviyo reports 2024 earningsKlaviyo coming for Salesforce Service CloudPaypal Investor Day offers problematic vision- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

Air New Zealand has confirmed it is looking into developing a new luxury lounge for frequent flyers. The airline is staying tight-lipped about what these plans entail - but the idea was floated during a presentation for investors during their Investor Day late last year. Aviation commentator Irene King says Air New Zealand's existing lounges tend to crowd out during peak times - and the airline might be looking to address that. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Air New Zealand has confirmed it is looking into developing a new luxury lounge for frequent flyers. The airline is staying tight-lipped about what these plans entail - but the idea was floated during a presentation for investors during their Investor Day late last year. Aviation commentator Irene King says Air New Zealand's existing lounges tend to crowd out during peak times - and the airline might be looking to address that. LISTEN ABOVESee omnystudio.com/listener for privacy information.

In today's episode, Shawn O'Malley (@Shawn_OMalley_) breaks down what you might call a beautiful compounder. That is, Ulta Beauty, one of America's largest retailers for cosmetics, skincare, and hair care products, with an impressive track record of generating returns on capital while benefiting from industry trends where beauty enthusiasts increasingly see beauty products as being key to their wellness and self-care routines. Shawn outlines what has worked well for Ulta, why its customers are so loyal, how it survived disruption from Amazon, his thoughts on the company's valuation, and finally, his decision on whether to add the company to The Intrinsic Value Portfolio he's building each week on the show, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:28 - How Mary Dillon made Ulta into an e-commerce giant. 11:27 - What customers love about Ulta. 13:35 - What makes the in-person experience at Ulta so special. 26:39 - How Ulta stacked up 44 million members in its loyalty program. 29:08 - How Ulta compares to Sephora and other competitors. 39:44 - Why Ulta has been able to generate such impressive returns on capital. 42:53 - What's attractive about Ulta's current valuation. 48:44 - Whether the company can continue growing. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for The Intrinsic Value Newsletter. ROIIC Formula: Intrinsic Value Compounding Rate = ROIC x Reinvestment Rate. John Huber on calculating the incremental return on invested capital. Berkshire Hathaway's 1992 shareholder letter from Warren Buffett. Ulta's 2024 Investor Day webcast. An interview with Ulta's CEO , Dave Kimbell, on why Ulta is winning despite industry disruption. Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Bluehost Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

On this episode of Chit Chat Stocks, Brett and Ryan speak with Leandro from Best Anchor Stocks about ASML. They discuss: (05:47) Impact of AI on ASML (11:40) Geopolitical Tensions and ASML's Market Position (15:38) China's Role in ASML's Business (21:29) Reshoring and Its Implications for ASML (27:22) Cyclical Nature of the Semiconductor Industry (31:43) Understanding ASML's Order Fluctuations (36:12) The Future of ASML's Technology (41:25) Evaluating Lithography's Role in Semiconductor Spending (46:50) Revenue Growth Projections for ASML (49:50) Insights from ASML's Investor Day (52:42) Assessing Risks to ASML's Future Growth (57:48) Leadership Transition and Company Culture at ASML SUBSCRIBE TO BEST ANCHOR STOCKS: https://www.bestanchorstocks.com/ ***************************************************** JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠bluechippersclub.com⁠ and hit apply! ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Nasdaq takes center stage with major earnings reports from Oracle, MongoDB, and C3 AI. Jefferies Analyst Brent Thill joins to break down Oracle's results, while C3 AI CEO Tom Siebel offers insights on his company's performance. Mobileye CEO Amnon Shashua shares key takeaways from Investor Day and the company's China business. Plus, a market panel featuring Jill Carey Hall of BofA and Dana D'Auria of Envestnet discusses the state of SMID-cap strategy.

Analysts Don Kellogg and Roger Entner discuss insights from the recent AT&T Analyst & Investor Day, which Roger attended.00:24 AT&T Investor Day overview 02:14 Leadership & company turnaround 03:24 Fiber and convergence 06:04 Tech stack simplification and Open RAN 07:34 5G expansion 08:12 Copper reduction targets 08:59 Leverage reduction and capital allocation 10:31 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, Gigapower, fiber, T-Mobile, John Stankey, churn, convergence, Open RAN, Mavenir, 5G, DSL

On this episode of the Six Five Webcast - The 5G Factor, we dive deep into why companies like Qualcomm, Ericsson, and AT&T are making significant moves to advance and scale the Internet of Things (IoT) across the 5G ecosystem. Hosts Ron Westfall and Tom Hollingsworth share their expert analysis on the competitive landscape implications of recent developments within the sector. Their discussion covers: Qualcomm's Investor Day revelations about their new IoT strategy, focusing on creating scalable blueprints to foster industry-wide solutions. Ericsson's emphasis on private 5G networks to address the unique needs of the Oil and Gas industry, highlighting the shortcomings of Wi-Fi in IoT connectivity. AT&T's decision to decommission its narrowband Internet of Things (NB-IoT) network by 2025 and its implications for alternative technologies like 5G Redcap, LTE-M, and LoRa. The competitive dynamics Verizon and T-Mobile are creating with their continued investment in NB-IoT offerings. Potential future trends in the 5G and IoT landscape, reflecting on the moves made by Qualcomm, Ericsson, and AT&T.

On today's podcast: 1) Macron Begins Search for New French Premier as Barnier Falls 2) UnitedHealth Executive Fatally Shot in NYC on Investor Day  3) Bitcoin Exceeds $100,000 on Trump's Pro-Crypto Pick for the SECSee omnystudio.com/listener for privacy information.

Carl Quintanilla, Jim Cramer and David Faber discussed the fatal shooting of Brian Thompson, the CEO of UnitedHealth Group's UnitedHealthcare insurance unit. The parent company canceled its investor day upon hearing reports about the shooting, which occurred Wednesday morning in New York City. Also in focus: Salesforce shares surge after AI demand sparked better-than-expected Q3 revenue and Q4 sales guidance, an interview with Richmond Fed President Tom Barkin at the CNBC CFO Council Summit, new milestones for stocks.  Squawk on the Street Disclaimer

Seja nosso sócio! https://chat.whatsapp.com/J59XI0NGQLS2l5UvC17dNN Minutagem: 01:00 - Introdução 25:30 - Nosso negócio 1:21:23 - Intervalo 1:28:10 - Resultados 1:51:15 - Seja nosso sócio! 2:02:15 - Encerramento

Welcome and Introduction- Episode 209 of the G2 on 5G podcast kicks off with hosts Will Townsend and Anshel Sag.- The duo shares their recent travel experiences, highlighting their busy schedules and upcoming plans.6G Trials and AI Integration- Discussion on NTT DoCoMo and SK Telecom's pre-6G trial involving AI, with insights into the role of Nvidia and Nokia.- Exploration of AI's potential in enhancing network performance and customer experience.Qualcomm's Strategic Focus- Insights from Qualcomm's Investor Day, emphasizing IoT and PC growth.- Qualcomm's ambition to balance its smartphone business with IoT and automotive sectors by 2030.Aramco Digital's Potential Investment in Mavenir- Rumors of Aramco Digital considering a $1 billion investment in Mavenir.- Speculation on Tarek Amin's disruptive strategies and the potential impact on Mavenir's future.CV2X Standardization Progress- Update on CV2X technology's journey to becoming a standard in the U.S.- Discussion on the implications for automotive connectivity and Qualcomm's role in the sector.Nokia's Recent Wins- Nokia secures significant deals with Bharti Airtel and Microsoft Azure, boosting its financial outlook.- Analysis of Nokia's position in the RAN and data center markets.Controversial Views on Wireless Technology- RFK Jr.'s controversial statements on 5G and wireless technology.- Concerns about misinformation and the importance of informed discussions on technology.Thanksgiving Plans and Closing Remarks- Hosts share their Thanksgiving travel plans and express gratitude to listeners.- Encouragement for audience engagement and feedback on future podcast topics.

In this episode, Ben Bajarin and Jay Goldberg discuss Qualcomm's recent Analyst Day and NVIDIA's earnings report. They analyze Qualcomm's shift towards becoming a compute-centric company, the challenges in the smartphone market, and the potential growth in automotive and IoT sectors. The conversation then shifts to NVIDIA, where they explore the implications of its recent earnings, the end of its rapid growth phase, and the competitive landscape in inference technology. The hosts emphasize the importance of execution for Qualcomm and the evolving dynamics in the semiconductor industry.

Alicia unpacks Intuit CEO Sasan Goodarzi's keynote speech from Intuit Connect, offering valuable context around the company's AI-driven strategic direction and its implications for ProAdvisors. She breaks down the upcoming changes to QuickBooks Live, including new transparency features and revenue sharing opportunities that aim to strengthen the partnership between Intuit and accounting professionals.SponsorsZoho Expense - https://uqb.promo/zohoexpense Coefficient - https://uqb.promo/coefficientSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Lean more about Alicia's QuickBooks Training http://learn.royalwise.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comIntuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:08) - Keynote Speech Highlights (03:27) - The Impact of AI and Technology (05:03) - Intuit's Strategic Directions (11:27) - Addressing the Elephant in the Room (13:14) - Intuit and ProAdvisors Relationship (15:58) - Innovations in QuickBooks Live (27:28) - Future of Accounting and Technology (33:20) - Upcoming Classes and Final Thoughts

Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business platform. The episode covers upcoming features like the reimagined banking experience, and AI-powered improvements, while exploring what these changes mean for accounting professionals adapting to an AI-driven future.SponsorsFishbowl - https://uqb.promo/fishbowlCoefficient - https://uqb.promo/coefficientRoyalwise - http://royl.ws/uqapodcastSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Lean more about Alicia's QuickBooks Training http://learn.royalwise.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comIntuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:53) - Reflections on Intuit Connect (01:28) - Keynote Highlights: Ted Callahan and Sasan Goodarzi (05:38) - The Future of Accounting: Embracing Change (10:06) - Leadership Advice from Sasan (16:23) - New Features Announced (22:19) - AI Innovations and Enhancements (31:40) - Reimagining QuickBooks Online for Accountants (42:29) - Wrap Up and What's New with Hector and Alicia

Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains the new recurring payments system that streamlines automated billing. The episode concludes with updates about ProAdvisor Academy and the transition to Credly for certification badges.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientArtiffex - https://uqb.promo/artiffex(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:51) - QuickBooks Payments Revenue Share Program (08:26) - Cost Allocation in Payroll (12:50) - New Recurring Payments Feature (15:40) - Setting Up Recurring Payments in QBO (20:50) - Customer Payment Options (24:04) - Benefits of PCI Compliance (26:57) - New ProAdvisor Training and Certification (30:57) - Upcoming Events and Courses Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:https://intuit.ondemand.goldcast.io/on-demand/0c9af5fd-c588-445f-9651-0c64ba8a8c6dEnroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/ Check out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comIntuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.app

Ian Lapey (Portfolio Manager, Gabelli Global Financial Services Fund) recaps Jefferies' Investor Day, which they hosted in New York City on October 21st, 2024. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Analysts Don Kellogg and Roger Entner discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting.00:25 Verizon's Q3 breakdown 01:20 The metrics that truly matter03:23 Investor Day fiber discussion 05:33 Investor Day FWA discussion 09:18 What's behind bundling? 10:38 Verizon's strategy vs. AT&T and T-Mobile15:13 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, earnings, churn, EBIDTA, net adds, Frontier, FiOS, broadband, FWA, rural, BEAD, bundling, satisfaction, AT&T, T-Mobile, cable, capital-light

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports.SponsorsZoho Expense - https://uqb.promo/zohoexpenseIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Enroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia's 1099 class: http://royl.ws/QBO1099Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (02:19) - Exploring Custom Report Builder Templates (05:22) - Visualizing Reports with Chart View (10:22) - Advanced Filtering and Boolean Logic (18:21) - Grouping and Subgrouping Data (22:20) - Leveraging More Columns for Detailed Insights (28:21) - Pivot Tables and Summary Reports (30:01) - Benefits of Pivot Tables (34:33) - General Options and Formatting (41:37) - Exporting and Sharing Reports (45:19) - Upcoming Classes and Events (48:05) - Conclusion and Final Thoughts

Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share their thoughts on the upcoming Intuit Connect conference and its significance for QuickBooks professionals.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientArtiffex - https://uqb.promo/artiffexSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Enroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia's 1099 class: http://royl.ws/QBO1099Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Introduction to QuickBooks Online October 2024 Updates (01:50) - Intuit Enterprise Suite: Pricing and Features (10:38) - W9 Management Module Enhancements (22:15) - AI-Powered Payroll Anomaly Detection (26:43) - HR Manager Role and Payroll Customizations (31:22) - Payroll Updates: Direct Deposit Changes (32:33) - Enhanced Payroll Cost Allocations (40:43) - Advanced Search in QuickBooks Online (48:03) - Recurring Payments and PCI Compliance (54:42) - ProConnect Tax Adjustments (57:29) - Upcoming Events and Conferences

Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maintaining a positive outlook amidst industry evolution, emphasizing the importance of community and expert feedback in shaping QuickBooks' future.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientMercury - https://uqb.promo/mercury*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Hector's Reframe Conference - https://www.reframe2024.com/Enroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia's QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Introduction and Overview (02:44) - The Evolution of Intuit and QuickBooks (04:37) - Transitioning from Desktop to Online (07:42) - The Role of Technology in Accounting (12:54) - Intuit's Community and Feedback (17:38) - New Course Announcement

Florida is preparing for its second major hurricane in as many weeks. We'll get a live report from the ground, along with the outlook for gasoline and insurance. Plus, GM's first investor day in two years is underway, with Wall Street squarely focused on GM's China strategy. We'll hear from CEO Mary Barra. And the CEO of Kendra Scott is here with a look at the health of the consumer and overall retail.

Carl Quintanilla, Jim Cramer and David Faber discussed Middle East tensions weighing on the stock market and oil prices extending Tuesday's surge. Israel said it vows to respond to Iran's missile attacks against the country. Tesla shares fell sharply despite an increase in Q3 deliveries. Nike stock also in the red after the company reported mixed results, said it is withdrawing  guidance and postponing its "Investor Day" -- with Elliott Hill set to become CEO in less than two weeks. Also in focus: Humana plunges on Medicare Advantage woes, Ford Q3 auto sales rise, what's dragging Apple shares lower, port strike day 2. Squawk on the Street Disclaimer

The price to join Families Fly Free will be going up ANY day now. Join now at the current price and get your process in place to fly your whole family for free wherever you want to go throughout 2025 and beyond. Learn more at https://www.familiesflyfree.com/joinSouthwest announced lots of BIG news at its Investor Day on September 26, 2024. These big changes include partnerships with Icelandair, the ability to fly to Europe through new airline partnerships, more details about how their assigned seating will work, elite status changes and more. In this episode, I share my thoughts and analysis as someone who has followed Southwest for the last 10 years and worked with hundreds of families flying the airline many times each year, offering how this will impact flying for free on Southwest.Want to learn my simple system to use miles and points to always fly for free? Come join my Families Fly Free membership, where you'll learn my expert process, receive personal support and get access to lots of great travel content and regular live webinars and Q&As. Learn more at https://www.familiesflyfree.com/join

Episode Notes Hotel companies are trying to figure out how artificial intelligence will impact their businesses. Leaders in the industry aren't quite sure yet, reports Senior Hospitality Editor Sean O'Neill, who attended the Destination AI summit in Washington, D.C.  Jess Petitt, an executive at Hilton, said the number of hotel bookings made using generative AI is minuscule but added the technology would make a huge impact on the industry. However, some experts are skeptical about generative AI significantly changing the balance of power regarding how hotels attract customers. O'Neill writes if hotel companies don't adequately invest in the technology, they'll be out-competed technologically.  Next, Mallorca continues to be a tourism hotspot despite recent large-scale protests against mass tourism to the island, writes Global Tourism Reporter Dawit Habtemariam.  Mallorca recorded more than 8.5 million overnight hotel stays in August, the highest of any tourist region in Spain. The island also had the highest weekend hotel occupancy at 90%. Despite widespread coverage of the protests, a recently released survey by Mallorca's tourism board found roughly 90% of American visitors were unaware of the anti-mass tourism demonstrations. Finally, Southwest Airlines has raised its revenue outlook for the third quarter as it plans to make more changes to its business operations, writes Airlines Reporter Meghna Maharishi, who was in Dallas for Southwest's “Investor Day” presentations.  Southwest expects its revenue per available seat mile to increase between 2% and 3%, up from previous estimates. The company attributed the increase in part to a surge in travel demand. Meanwhile, to help boost profits, Southwest has unveiled plans to introduce premium seating and red-eye flights.  Southwest projects the seating changes will generate an additional $1.5 billion in revenue.  For more travel stories and deep dives into the latest trends, head to skift.com.  Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ X: https://twitter.com/skift Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the travel industry.

A big day for the China trade, as stocks surge on the back of the government's economic stimulus. And with so many U.S. companies with a reach into the mainland, is this the all clear to get in? Plus Airlines taking off as Southwest holds its investor day. How one activist firm is looking to make some big changes, and what it could mean for the stock.  Fast Money Disclaimer 

David Faber, Sara Eisen and Mike Santoli began the show by discussing the market rally, getting a big boost from Chinese stocks after Beijing affirmed stimulus measures. Appaloosa's David Tepper told CNBC it's a “buy everything” moment for the Chinese market. Chip stocks also surged following Micron's big beat; CEO Micron Sanjay Mehrotra joined the hour to discuss the company's quarterly results. After the opening bells, the desk brought in Phil LeBeau to discuss Southwest's Investor Day, as the company detailed plans to fight off activist investor Elliott Management.   Squawk on the Street Disclaimer

Sara Eisen and Mike Santoli tackle today's biggest Money Movers from the floor of the New York Stock Exchange. 

On this rockin' episode of All Elite Arcade, Chugs and Uno have played a mega butt-load of games this week, including Senua's Saga: Hellblade II, Nine Sols, The Plucky Squire, and Mossmouth's UFO 50. Afterwards, the guys talk about the big headlines in gaming this week: Samoa Joe is revealed as a star of the Like A Dragon: Pirate Yakuza in Hawaii game, the major announcements from EA's Investor Day, Nintendo sues the maker of Palworld, and the surprising news that FF7 Rebirth and FF16 didn't meet sales expectations according to Square Enix. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ni un día sin hablar de la Switch 2 (o como la quieran llamar).   Si te gusta lo que escuchas y quieres apoyar esta empresita, ven a ver el programa en directo de lunes a viernes a las 10:00h en Twitch.tv/chiclanafriends

0:00 Introduction 1:05 Is the September effect real? 4:52 Baskin's successful multi-baggers and performance 13:19 Feature discussion: Brookfield Investor Day 16:53 Brookfield's insider alignment with shareholder 17:55 Brookfield Corporation vs Brookfield Asset Management 20:15 Brookfield's strategy in the current economic environment 24:17 Oaktree & growth in private credit 26:50 Brookfield Corp's capital allocation strategy 30:11 Getting to $176 of value by 2029 39:37 Why we prefer BN to BAM 44:49 Succession in Brookfield In this week's episode, Barry and Ernest discuss why buying and holding compounders works before breaking down Brookfield's Investor Day

The move to electrification has taken on many faces from various car companies– Hyundai this week announced plans to increase its hybrid product lines fromseven to fourteen models, including the first hybrid models for its luxury Genesisbrand. In announcing a new $133 billion-dollar electric vehicle strategy toinvestors as the ‘Hyundai Way' the South Korean car maker outlined plans to usehybrid vehicles ‘as a key bridge' to the broader solution of battery-electricvehicles. Sales of hybrid electric vehicles in Australia more than doubled in thefirst six months outpacing battery electric car sales by 60 per cent. Announcingthe plans at it's 2024 CEO Investor Day the company used the acronym ‘EREV'standing for Extended Range Electric Vehicle” to describe hybrid models usingan internal combustion engine as well as electric power to extend driving rangebeyond 900km. I'm David BerthonSee omnystudio.com/listener for privacy information.

This is it, the FIRST EVER extra long episode! We've got Rivian investor day, SRP and Tesla collaborate on a massive battery project in the desert, there's a quick, hydrogen-powered racer that's stirring up controversy, and my good friend, Matt Teske, shows up to talk about the all-new Chargeway +. All this and more, on today's Quick Charge! What makes this an extra long episode? We're giving YouTube viewers a quick overview of a longer interview that's included, in full, on the audio version of the show, giving viewers a reason to subscribe to the podcast on Spotify, Apple Podcasts, or – I dunno. Is Stitcher still a thing? Whatever podcasting platform you like to listen to, we're going to do our best to keep the guests fun and engaging, and make it worth your while to watch the YouTube videos, and check out the podcasts. Enjoy! Source Links Rivian (RIVN) talks R2, cost-cutting, and more during 2024 Investor Day: Here's the latest Rivian (RIVN) reaffirms 57K production guidance, gross profit in Q4 2024 Tesla now distinguishes cars by battery suppliers for tax credit eligibility A giant 1.3 GWh Tesla Megapack project is going online in Arizona Extreme E shows hydrogen offroad race car for 2025 – same specs, 305kg heavier Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are recorded Monday through Thursday (that's the plan, anyway). We'll be posting bonus audio content there as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage daily news! Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show!

Join us in this episode as we dive into the latest developments in the world of Bitcoin mining. From CleanSpark's acquisition of Grid to the rise of High-Performance Computing (HPC) in the industry, Sam Callahan, Anthony Power, and more discuss the shifting landscape of Bitcoin mining companies. Discover how the demand for reliable power is reshaping the energy sector and how miners are adapting to the changing market dynamics.00:00:15 - Exciting News: CleanSpark Acquires Grid00:03:32 - Coinbase Lawsuit Against SEC and FDIC00:08:12 - FOIA Requests and Government Transparency00:15:08 - Power of Affirmative Litigation in Bitcoin Industry00:19:19 - Marathon Mining Shift to High-Performance Computing00:24:23 - Shift Towards High-Performance Computing in Bitcoin Mining Industry00:32:08 - Core Scientific's Game-Changing Deal in High-Performance Computing00:36:37 - Increasing Demand for Compute Power and Energy Strain00:43:22 - Bitcoin Miners' Pivot to High-Performance Computing00:47:26 - Wall Street Interest in High-Performance Computing Over Bitcoin Mining Use code “CAFE” for a discount to ⁠https://www.pacificbitcoin.com⁠⁠ "Welcome to Bitcoin" A FREE 1-hour course hosted by Natalie Brunell, perfect for helping you to orange-pill family members over the holidays at https://Swan.com/welcome ⁠⁠ Swan Team Members:Sam Callahan: https://twitter.com/samcallahTomer Strolight: https://twitter.com/TomerStrolightJohn Haar Twitter: ⁠https://twitter.com/john_at_swanDante Cook: https://twitter.com/Dante_Cook1Produced by: https://twitter.com/Producer_Jacob Swan Bitcoin is the best way to accumulate Bitcoin with automatic recurring buys and instant buys from $10 to $10 million. Get started in just 5 minutes. Your first $10 purchase is on us: https://swanbitcoin.com/yt Download the all new Swan app! iOS: https://apps.apple.com/us/app/swan-bitcoin/id1576287352 Android: https://play.google.com/store/apps/details?id=com.swanbitcoin.android&pli=1 Are you a high net worth individual or do you represent corporation that might be interested in learning more about Bitcoin? Swan Private guides corporations and high net worth individuals toward building generational wealth with Bitcoin. Find out more at https://swan.com/private Get paid to recruit new Bitcoiners: https://swan.com/enlist Connect with Swan on social media: Twitter: ⁠⁠⁠https://twitter.com/Swan

Meridian Energy's Investor Day data indicates more power companies are looking to embrace growth in a changing market. New Zealand's electricity demand is expected to grow between 50 percent and 75 percent, meaning the sector needs new methods of generation. Milford Asset Management's Jeremy Hutton unpacks the results and announcements. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Citigroup CFO Mark Mason discusses Bank Services Investor Day. Mason speaks with Bloomberg's Sonali Basak. See omnystudio.com/listener for privacy information.

Borse ancora in rosso tra post elezioni e banche centrali, Milano tocca -3%. Spread sfiora i 160 puntiL incertezza dovuta alle elezioni europee e i dubbi sulla politica monetaria delle banche centrali continuano a penalizzare le Borse europee che viaggiano in rosso a metà seduta. Le performance più negative sono nuovamente quelle registrate dal FTSE MIB -3,22% di Milano e dal CAC 40 -2,82% di Parigi, anche se passano in rosso anche gli altri indici continentali, che complessivamente si avviano a chiudere la peggiore settimana da ottobre. La possibilità che in Francia il Rassemblement National vada al governo dopo le elezioni anticipate in calendario a fine mese, mettendo a rischio la tenuta del bilancio pubblico e dell euro, continua a mettere inoltre sotto pressione i titoli di Stato transalpini, con lo spread tra Oat e Bund salito sopra quota 70 punti base. In giornata ha presentato il suo programma elettorale di rottura anche l alleanza di sinistra del Nuovo fronte popolare. I punti comprendono una riforma delle pensioni e un aumento del salario minimo a 1.600 euro e potrebbero contribuire a innvervosire i mercati in caso di vittoria. Il mercato continua poi a guardare alla Fed dopo il nuovo dato incoraggiante sul fronte dell inflazione (prezzi alla produzione sotto le attese), che potrebbe convincere la banca centrale Usa ad adottare posizioni più accomodanti. Al momento la Federal Reserve prevede un solo taglio dei tassi di interesse di 25 punti base da qui a fine anno. Sull obbligazionario italiano, è in rialzo lo spread tra BTp e Bund. Il differenziale di rendimento tra il BTp decennale italiano di riferimento e il pari scadenza tedesco si è allargato a 156 punti dai 145 del closing di ieri. Stabile, invece, il rendimento del BTp decennale benchmark al 3,94%, invariato rispetto al riferimento precedente. Tra i principali titoli di Piazza Affari sono deboli le banche, con Banca Monte Paschi Siena -5,68% Unicredit -6,11% Bper Banca -5,43% e Banco Bpm -4,22% tra le peggiori del listino. Vendite anche su Leonardo -5,32% e Stellantis -4,26% , il giorno dopo l'Investor Day che ha visto la conferma dei target 2024. Ne parliamo con Alberto Grassani, Il Sole 24 Ore.Prezzi, la top ten dei rincari: voli internazionali +132,3% rispetto al pre-crisi, l olio raddoppiato in tre anniI voli internazionali sono cresciuti del 132,3% rispetto ai prezzi pre-crisi, il gas del 50,2%, la luce del 39,5%. L'Unione NazionaleConsumatori ha elaborato i dati Istatdell'inflazione di maggio resi noti il 31 maggio per stilare non solo la tradizionale top ten dei rincarimensili e annui, ma anche la classifica dei maggiori rincari rispetto al periodo pre-crisi, ossia rispetto a metà 2021, prima che l'inflazione iniziasse a decollare. In questi anni, in testa ai rialzi tendenziali si sono alternati svariati prodotti. L'olio di oliva per esempio è in testa ininterrottamente agli aumenti annui da settembre 2023 a oggi, ma prima, da aprile 2023 ad agosto 2023, è stata la volta dello zucchero, prima ancora si sono stati i voli nazionali, l'energia elettrica del mercato libero e così via. Ma quali di questi tanti prodotti, dopo vari saliscendi, vince la classifica di questi 3 anni di incrementi astronomici? I voli internazionali rispetto a maggio del 2021 decollano del 132,3%, mentre la medaglia d'argento va all'olio di oliva che in 3 anni è quasi raddoppiato di prezzo (+93,5%). Sul gradino più basso del podio i voli nazionali con +55,1%. Al quarto posto lo zucchero (+51,6%), poi il gas (+50,2%), il riso(+45,1%), al settimo posto le patate (+43,3%), poi alberghi motel e pensioni (+41,5%) ed energia elettrica (+39,5%). Chiudono la top ten i gelati con +37,8%. Approfondiamo il tema con Mauro Antonelli, responsabile ufficio studio dell'Unione Nazionale Consumatori.

Ben and Tom discuss JPM Investor Day, Microsoft's Copilot PCs, ICC prosecuting Netanyahu for war crimes, and FDIC Chairman Martin Gruenberg to step down. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses JPMorgan Chase's investor day. Dana D'Auria, Co-Chief Investment Officer, at Evestnet, discusses her outlook for the markets. Bobby Ghosh, Bloomberg News Senior Editor, discusses the latest news out of Iran, along with his key findings from last week's Qatar economic forum. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses the latest commodities news. Edward Norton, Co-Founder of Zeck, discusses starting a company to fix board meetings.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Southwest Airlines recently presented its earnings report during a call that garnered significant investor interest. CEO Robert Jordan outlined the company's current strategic focus, stating, “We have known for a long time that our customers want red-eye flying. It's a little bit limited in scope, but there are red-eye flights that are very desirable for our customers. And so we wanted to do this. It also allows us to add capacity, and there's no CapEx related. You are just using the aircraft and higher utilization.” This signals Southwest's intention to address customer demands while managing resources effectively, as conveyed in the earnings call.Southwest Airlines' earnings call reported steady progress and informed decisions that point towards potential growth.During the call, Southwest Airlines showed a sound performance with a meaningful increase in first-quarter operating revenues and passenger numbers. However, the airline also acknowledged a slight rise in unit costs, indicating an awareness of profitability challenges.Southwest has put emphasis on increasing passenger volume and refining revenue management. This attention has kick-started fresh product development, tactical marketing initiatives, and increased investment in managed business—which, as the airline shared in the earnings call, are all efforts to improve market competitiveness.Importantly, Southwest recognized a significant upswing in consumer demand and an improved Net Promoter Score. Armed with these insights into the evolving consumer landscape, the company indicated in the earnings call that strategic investments in market analysis are being made to align their services with customer needs better.As part of future-oriented planning, Southwest Airlines aims to improve its prospects through network optimization, capacity adjustments, enhancing revenue performance, and implementing cost-saving measures. This might entail difficult choices such as staff reductions and curtailing discretionary spend. Moreover, the airline disclosed plans for expanding capacity without excessive capital expenditure, a strategy the CEO alluded to in the call when he said, “We have line of sight on the 2,000 that does not include furloughs or anything like that, that we don't want to put on the table.” Southwest Airlines also intends to detail further strategic plans at its forthcoming Investor Day.To sum up, Southwest Airlines has reported commendable financial results and has set forth clear strategies for pursuing sustainable growth. The airline acknowledged during the earnings call the need for further profitability improvements and is committed to implementing various initiatives towards that end. As for the future, Southwest has a realistic outlook on how to navigate the intricacies of the market. The company remains waiting for its upcoming Investor Day, where more comprehensive future strategies will be shared. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.theprompt.email

In their most recent earnings call held on April 19, 2024, American Express launched their earnings report and set the course to discuss growth and strategic responses to shifting consumer habits. The company emphasized the significance of customer acquisition and engagement, epitomized by CEO Stephen Squeri's remarks. He articulated the company's focus not merely on gaining new cardholders but on galvanizing these cardholders to multi-sector spending in a concerted drive to entrench long-term customer loyalty.American Express's recent financial performance, as exhibited in the earnings call, demonstrated growth, reflecting the success of its strategic maneuvering. The company's reported revenues and earnings per share unequivocally lend credence to the overall positive trajectory of the business.Navigating towards high-spending and creditworthy customers remains at the core of American Express's strategies. The past quarter yielded 3.4 million new cards - a testament to the fruits of such an approach. They show a marked inclination towards fee-based products aligning with consumer trends, driving growth.The earnings call revealed a surge in demand among consumers, particularly millennials and Gen Z, for enhanced benefits and rewarding fee-based products. Data indicates consistent card usage by this demographic, notably in dining out, which signals a consumer behavior shift.American Express presented plans to enhance marketing strategies, diversify product portfolios, push for global expansion, and fortify technological capabilities. These initiatives, as shared in the earnings call, aim to stimulate growth, optimize efficiency, and amplify service delivery. A more detailed presentation of the strategies is slated for the 2024 Investor Day. The company intends to expand its premium consumer base, rejuvenate the small business sector, increase merchant interactions, and leverage technology for better outcomes.American Express's trajectory presents a fine balance of consistent financial growth, responsiveness to consumer trends, and the strategic shaping of growth and efficiency enhancing endeavors. Underpinning their strategic framework is the focus on fee-based products, dovetailed with innovative marketing and emphasis on technological advancements. This lays down the roadmap for meeting the dynamic needs of current consumers, and maintaining a competitive edge in the market, based on the information provided in the earnings call. However, the future outlook is predicated on the effective implementation of these plans and further market dynamics. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.theprompt.email

In their recent earnings call held on April 10, Delta Air Lines illustrated a roadmap towards operational and customer service excellence. During this meeting with investors, CEO Ed Bastian stated, "We're focused for the rest of this year on putting seats back into our core hubs where our cost structure is most advantaged and where our profitability is highest." From the company's perspective, this method allows Delta to leverage its strengths to achieve growth and shareholder benefits.In the first quarter of 2024, Delta demonstrated financial improvements, marked by a $0.20 increase per share in pre-tax earnings, as compared to the previous year. This financial period also evidenced record-high revenue, suggesting a positive financial trend, based on the company's perspective. Operational efficiency and profitability were indicated in a nearly 14% return on invested capital. Additional confidence was suggested by a company-provided full-year earnings estimate of $6 to $7 per share.Delta has adopted strategic investments aimed at enhancing customer satisfaction and operational reliability. These investments include modern aircraft, app updates, Wi-Fi service expansions, and improved premium cabin services. Based on the company's stand during their earnings call, these initiatives are key elements to Delta's strategy towards achieving a dominant market position and fortifying its reputation as a leading consumer brand.Delta has identified prevailing consumer trends, which is a resurgence in business travel and consumers' preference shift to services from goods. As expressed in the earnings call, the alignment of their services to these trends, along with the increased demand for premium services, strengthens Delta's market position. CEO Ed Bastian stated on the call: "We see a long runway for that in the coming years." This acknowledges the potential these trends have and Delta's plans to seize these opportunities.Delta's future plans include refining the customer experience, ensuring reliability, and enhancing operational efficiency to maintain solid earning growth and cash flow. These planned strategies are seen by the company as an affirmation of their commitment to quality and value for shareholders in the long term. Delta has also communicated plans for boosting shareholder returns, solidifying their balance sheet, and setting long-term financial goals at an Investor Day event slated for November.In conclusion, based on the recent earnings call, Delta Air Lines demonstrates an adaptable and competitive approach while focusing on its strategic initiatives and financial results. The company aims to maintain industry leadership by responding efficiently to market trends and concentrating on its most profitable sectors. However, while Delta exhibits a sturdy foundation, it is essential to consider the unpredictable nature of the industry and external influences that may impact future success.DAL Company info: https://finance.yahoo.com/quote/DAL/profileFor more PSFK research : www.psfk.com This email has been published and shared for the purpose of business research and is not intended as investment advice. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.theprompt.email

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Richard Aboulafia of the AeroDynamic Advisory consultancy discuss Boeing's leadership changes as the giant struggles to overcome quality and program execution problems, merits of union representation on the company's board, notes on Congress' last-minute appropriations measures to keep government open including the Pentagon, the upcoming election and its defense implications, takeaways from HII's Investor Day, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

Executives at Jack in the Box recently hosted an earnings call and disclosed the company's latest financial results. The company's CEO, Darin Harris, discussed plans for future strategy, noting during the call, "During the Investor Day, we introduced how we intend to take the next step in our strategy and break out of the box." According to the earnings report, Jack in the Box experienced a variety of financial gains and challenges. The company reported modest growth in same-store sales and an increase in restaurant-level margins, attributed to factors such as commodity deflation and operational efficiencies. At the same time, there was a marginal downturn in consolidated adjusted EBITDA, and franchise level margins, Jack in the Box acknowledged, require further attention to ensure fiscal stability and growth. One aspect of the company's strategic approach to success lies in its broad mix of product offerings and initiatives. From core items such as burgers and wraps to newer features like the Munchie Meal platform and the Smashed Jack burger, Jack in the Box's menu attempts to resonate with various consumer tastes. Concurrently, the company's efforts to increase digital sales and provide value with diverse options and targeted promotions align with their revenue and customer engagement objectives, as reported during the earnings call. Jack in the Box also displayed an understanding of consumer trends, acknowledging the importance of reaching lower-income demographic groups and refining their product offerings. Notably, these refinements pertain especially to the breakfast category, innovative items, and value deals. These steps, as the company stated, seek to align with evolving consumer habits and broaden the appeal of Jack in the Box across various customer segments, particular attention being paid to the late-night daypart. Looking forward, Jack in the Box has laid out plans for future expansion. These include enhancing average unit volumes, improving restaurant-level economics, and augmenting development capabilities. Company plans to open new restaurants, enter new markets such as Mexico, and technological investments underline their commitment to stay competitive and expand their market presence. In summary, while the latest earnings call from Jack in the Box revealed a blend of financial strengths and weaknesses, the underlying strategy indicates a plausible path to navigate these complexities. Jack in the Box faces the challenge of refining their product offering, fine-tuning margins, and capitalizing on opportunities with a measured optimism. The company's focus on product innovation, driving digital sales growth, and adapting to consumer trends sets a realistic expectation for its ability to growth amidst stiff competition in the fast-food industry, based on the information presented in the earnings call. JACK Company info: https://finance.yahoo.com/quote/JACK/profile For more PSFK research : www.psfk.com  This email has been published and shared for the purpose of business research and is not intended as investment advice.

מהו ״Investor Day״ ובמה הוא שונה מהדו״חות הרבעוניים? אילו הזדמנויות וסיכונים עומדים בפני חברה כשהיא נפגשת עם המשקיעים שלה? איך מחליטים מהו הסיפור של החברה שלנו?  ב-10 ביוני 2021, מאנדיי הפכה לחברה ציבורית. מאז עברה יותר שנה וחצי, ולא משנה איך חשבנו שהחיים כחברה ציבורית יראו - פגשנו לא מעט אתגרים חדשים, ואנחנו ממשיכים ללמוד בכל יום שעובר. בנוסף לזה, השוק הפיננסי שבו הנפקנו שונה במאה שמונים מעלות מהשוק הפיננסי שבו אנחנו פועלים היום. אז עכשיו, יותר משנה וחצי לאחר ההנפקה המסע שלנו ממשיך, ואחרי שלמדנו לא מעט שיעורים, חלקם טובים וחלקם כואבים, רצינו לשתף אתכם בנסיון שצברנו. ובדיוק בגלל זה התחלנו סדרה חדשה, שבה נדבר בכל פרק על נושא אחר שקשור לשיעורים שלמדנו בתור חברה ציבורית. בפרק בונוס בסדרה, דריה ורטהיים, ערן זינמן, אלירן גלזר ורועי מן מדברים על יום המשקיעים הראשון של מאנדיי, ומשתפים מה הם למדו ממנו. מדובר באירוע שחברה ציבורית עורכת, ובו כל חברי וחברות הלידרשיפ פוגשים את המשקיעים המרכזיים שלה כדי להציג את הסיפור של החברה, לדון בחזון שלה, וליישר קו מבחינה רעיונית וכלכלית. את המצגת מיום המשקיעים של מאנדיי ניתן למצוא כאן  הקלטה של יום המשקיעים ניתן למצוא כאן  -- מוזמנים להצטרף אל קבוצת הפייסבוק שלנו ולהמשיך את השיח כאן ניתן למצוא את כל הפרקים ותכנים נוספים באתר שלנו כאן  See omnystudio.com/listener for privacy information.

2024 PREDICTIONS SERIES: Jane Sarasohn-Kahn & Amy Heymans The 2024 Predictions Series continues with legendary return guests Jane Sarasohn-Kahn and Amy Heymans. How are health systems, health plans, and new entrants addressing the calls to become more consumer-centric, and where should YOU be looking next? All that, plus the Flava of the Week about CVS Health's Investor Day. As the retail giant puts more emphasis on integrating their services, can we open our minds to a world where traditional and nontraditional players coexist for the benefit of consumers? Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the markets extending losses after the worst day for stocks in almost a month. The anchors also reacted to Moody's cutting its China credit outlook to "negative" from "stable" -- and discussed the ramifications. The "Magnificent 7" in the spotlight: Apple jumps after Morgan Stanley says a smartphone recovery is "not yet priced into shares." Also in focus: Starbucks shares' eleven-day losing streak, "Investor Day" guidance from Johnson & Johnson and CVS Health, Nokia tumbles on news of an AT&T-Ericsson network deal, the new "Grand Theft Auto" trailer gets leaked. Squawk on the Street Disclaimer