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Guest Dirkjan Ochtman Panelist Richard Littauer Show Notes In this special Maintainer Month episode of Sustain, host Richard speaks with Dirkjan Ochtman, a long-time open source contributor and Rust advocate. They dive deep into what it's like maintaining critical infrastructure libraries, the motivations behind taking over "abandonware," and how funding ecosystems like GitHub Sponsors and thanks.dev help sustain low-level dependencies. Dirkjan also reflects on how Rust's design lends itself well to long-term maintainability and shares thoughts on the challenges of burnout, context switching, and ensuring project continuity. Hit the download button now! [00:01:33] Dirkjan explains how he chooses which projects he's maintaining, being passionate about memory safety via Rust, and maintaining tools like Rustls, Hickory DNS, and Quinn. [00:03:14] Dirkjan describes his motivation for maintaining abandonware and sees it as providing value to the community. [00:04:23] ISRG funds Dirkjan's work on memory-safe DNS and TLS libraires, and they are replacing C-based libraires with Rust equivalents. [00:05:33] Dirkjan uses thanks.dev to help fund maintainers through the full dependency graph and revenue is limited but promising. [00:08:06] Richard brings up Tidelift and Dirkjan mentions it's not yielding results for Rust projects yet because the Rust ecosystem is smaller. [00:09:30] We hear Dirkjan's journey into Rust, starting in Python but frustrated by lack of type safety and performance, and creating his own compiler before appreciating Rust's complexity. [00:12:20] Dirkjan talks about his transition from Python to Rust. [00:13:39] Dirkjan uses PyO3 to create Python bindings for Rust libraries. [00:15:31] Richard wonders why projects become unmaintained and Dirkjan responds that people have life events, job changes, or shifting interests. [00:17:11] How are unmaintained projects flagged? Dirkjan uses the RustSec Advisory DB to detect projects with no active maintainers. [00:18:47] Dirkjan avoids burnout as a maintainer by keeping the scope narrow, only responds to PRs, doesn't overcommit, and focuses on high-efficiency, low-effort maintenance. [00:19:51] Rust has a strong system, built-in unit tests, great CI support, and Dirkjan encourages atomic commits to simplify code review. [00:21:28] Dirkjan speaks about languages that are more maintainer safe. [00:22:18] Richard brings up attack vectors and the ‘left-pad incident.' Dirkjan shares how he builds trust via his public GitHub record. [00:24:17] We hear Dirkjan's offboarding and succession planning as he explains handing off projects like Askama and promoting multiple maintainers to reduce bus factor. [00:26:08] Dirkjan's long-term vision for OSS sustainability is he hopes to move higher in the stack and wants to make high-quality software easier to build. [00:27:38] Dirkjan explains why he prefers to do asynchronous collaboration over pair programming. [00:28:52] Dirkjan discusses Rust's long-term ecosystem stability. [00:31:09] Find out where you can follow Dirkjan on the web. Quotes [00:03:23] “You call it abandonware and I call it a dependency that has a million users.” [00:19:02] “[When I take on a project], I don't take on the burden of proactively improving the project.” [00:19:11] “I will be there when someone submits a PR." [00:20:37] “I ask folks to make small changes: atomic commits.” Spotlight [00:31:37] Richard's spotlight is Allan Day. [00:32:20] Dirkjan's spotlight is Xilem. Links SustainOSS (https://sustainoss.org/) podcast@sustainoss.org (mailto:podcast@sustainoss.org) richard@sustainoss.org (mailto:richard@sustainoss.org) SustainOSS Discourse (https://discourse.sustainoss.org/) SustainOSS Mastodon (https://mastodon.social/tags/sustainoss) SustainOSS Bluesky (https://bsky.app/profile/sustainoss.bsky.social) SustainOSS LinkedIn (https://www.linkedin.com/company/sustainoss/) Open Collective-SustainOSS (Contribute) (https://opencollective.com/sustainoss) Richard Littauer Socials (https://www.burntfen.com/2023-05-30/socials) Dirkjan Ochtman LinkedIn (https://www.linkedin.com/in/dochtman/?originalSubdomain=nl) Dirkjan Ochtman Blog (https://dirkjan.ochtman.nl/) Dirkjan Ochtman Mastodon (https://hachyderm.io/@djc) Dirkjan Ochtman GitHub (https://github.com/djc) Dirkjan Ochtman Bluesky (https://bsky.app/profile/djc.ochtman.nl) Rust (https://www.rust-lang.org/) Rustls (https://github.com/rustls/rustls) Hickory DNS (https://github.com/hickory-dns/hickory-dns) Quinn (https://github.com/quinn-rs/quinn) Internet Security Research Group (ISRG) (https://www.abetterinternet.org/) Let's Encrypt (https://letsencrypt.org/) Automatic Certificate Management Environment (https://en.wikipedia.org/wiki/Automatic_Certificate_Management_Environment) PyO3 user guide (https://pyo3.rs/v0.15.1/) Sustain Podcast-Episode 108: Sarah Gran and Josh Aas: Sustainable Digital Infrastructure with Memory Safe Code (https://podcast.sustainoss.org/108) Sustain Podcast-Episode 148: Ali Nehzat of thanks.dev and OSS Funding (https://podcast.sustainoss.org/148) Tidelift (https://tidelift.com/) RustSec Advisory Database-GitHub (https://github.com/RustSec/advisory-db) Askama (https://docs.rs/askama/latest/askama/) Allan Day's GNOME Blog (https://blogs.gnome.org/aday/) Xilem (https://xilem.dev/) Credits Produced by Richard Littauer (https://www.burntfen.com/) Edited by Paul M. Bahr at Peachtree Sound (https://www.peachtreesound.com/) Show notes by DeAnn Bahr Peachtree Sound (https://www.peachtreesound.com/) Special Guest: Dirkjan Ochtman.
Tariffs, corruption, political posturing... it's no wonder that the market is crashing! But wait, is it? Back up that graph a bit and the market is still near all-time highs. In today's mailbag we strive to find happiness, maintain rational optimism, and see through the dark clouds plaguing the headlines. Plus, some tips on diversifying your portfolio, voting with your wallet, and challenging the umpire. Companies mentioned: DUOL, GE, ISRG, MELI, NFLX, PLTR, RKLB, TOST Host: David Gardner Producer: Rick Engdahl
Alphabet's ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom. (00:21) Jason Moser and Asit Sharma discuss: - Alphabet's resilient ad business, and what parts of the company might be most interesting if the break-up happens. - Tesla's rough quarter, and why the Model Y release is a key moment for the company's auto thesis. - Chipotle's burrito slowdown, how ServiceNow's government contracts are holding up, and the latest with Intuitive Surgical. (19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks. (34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe. Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE. Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, Malcolm Ethridge Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
S&P Futures are trading higher this morning and today session will focus on earnings. GE, DHR & ELV are all higher after their earring's releases. After the bell today, markets will hear from TSLA, SAP, CB, PKG & ISRG. A host of Fed officials are schedule to speak today, they are likely to continue to point out the need for the Fed to be independent of political pressure. Reports indicate that the U.S. has made significant process on the trade deal with India. The Trump administration intends to press India to give online retailers such as Amazon and Walmart full access to its $125B ecommerce market. Equifax (EFX) announced a $3B share buyback program this morning.
Buy me some peanuts and Cracker Jacks, because we're back at the ol' ball game with some softball, hardball, curveball, screwball, and knuckleball questions from ChatGPT. David is at the plate, taking swings at these pitches and batting you home to a smarter, happier, and richer future. Companies mentioned: AMZN, ISRG, NFLX, NVDA Host: David Gardner Guest: ChatGPT Producer: Rick Engdahl
We kick off this episode with a deep dive into the latest U.S. tariff announcements. Braden shares his candid thoughts on the rationale (or lack thereof) behind these so-called “reciprocal” tariffs, including how the formula used is fundamentally flawed, and why some of the moves feel more like political theater than economic strategy. We also unpack the unintended consequences of targeting key low-cost manufacturing partners outside of China, and how this could backfire on American businesses. In the second half, Simon goes through 10 companies on his watchlist as recent drawdowns have opened up some compelling long-term opportunities. Ticker of stocks discussed: TSM, NVDA, CP.TO, UBER, V, MA, AXP, CNQ.TO, MPC, TOU.TO, ASML, ISRG, GOOG Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
On the first call since Kroger CEO Rodney McMullen's departure, not a mention of the former CEO was heard. (00:21) Nick Sciple and Ricky Mulvey discuss: - Kroger's business results. - Why some investors are becoming more pessimistic about Abercrombie & Fitch. - A small-cap tobacco company playing in a fast-growing trend. Then, (17:22) Karl Thiel joins Mary Long to discuss advanced-robotics company, Intuitive Surgical. Companies discussed: KR, ANF, TPB, ISRG, GOOG, GOOGL Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Karl Thiel Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Episodio patrocinado por Shopify, la plataforma de Ecommerce para medianas y grandes empresas con la que tendrás control total en tiempo real y todo tu negocio totalmente integrado sin sustos.Si ya es difícil gestionar un Ecommerce de éxito, el reto se acrecienta cuando tienes entre manos la dirección del canal online de enseñas tan importantes y conocidas Sprinter y Sportzone, en una época de cambios y movimientos en la empresa matriz. Hoy charlamos de Ecommerce con Carlos Bertrán, Head of Ecommerce del grupo Iberian Sport Retail GroupDe hecho, en este episodio hablamos sobre:- Gestionar varios Ecommerce y diferentes tecnologías.- Logísticas y almacenes automatizados y robotizados.- Aprovechar las tiendas físicas para la venta online y viceversa.- Hacer shottings de 17.000 productos cada año.- No perder el foco en la rentabilidad.- Herramientas que son necesarias en proyectos de esta envergadura.Y mucho más que te encontrarás en esta hora aproximada que dura este podcast.Proyecto X: https://pychon.com/Newsletter: https://ecosistemaecommerce.com/newsletter/Web: https://ecosistemaecommerce.com/Linkedin: https://www.linkedin.com/in/javierlopezrod/Facebook: https://www.facebook.com/people/Ecosistema-Ecommerce/61550625909016/Twitter: https://twitter.com/ecosistemaecommTik Tok: https://www.tiktok.com/@ecosistemaecommerceInstagram: https://www.instagram.com/ecosistemaecommerce/Youtube: https://www.youtube.com/channel/UCE2zroaDzTVZRwNOh5Ma9cg
Join us on Discord with Semiconductor Insider:https://ko-fi.com/chipstockinvestor/tiersOur "forever healthcare stock" Intuitive Surgical had a great 2024. Is it too late to buy in 2025? Chip Stock Investor Kasey Rossolillo discusses recent advances with the da Vinci surgical robot, why the stock always seems expensive, but why it remains a favorite for the long term.Supercharge your analysis with AI! Get 15% of your membership with our special link here:https://finchat.io/csi/Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking:https://aura.com/chipstockinvestor
"Powell was super nervous in the last meeting and I see the Fed cutting 25 basis points in March," says Steven E. Orr. He highlights that the "Trump tariff spook is also weighing on Europe, and they will continue to cut." He also talks about how A.I. is leading the way with tech stocks. Finally, he goes over his stock picks IBM Corp. (IBM), Netflix (NFLX), Walt Disney (DIS), and Intuitive Surgical (ISRG). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Today's Options Corner turns to unusual options trades highlighting stocks in A.I. and healthcare. Rick Ducat features some of the most notable trades he found in Meta Platforms (META), Palantir (PLTR) and Intuitive Surgical (ISRG). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
S&P Futures are trading slightly lower this morning due to weakness in semiconductors. Markets are questioning the numbers and the timing of the recently announced Stargate Project. Key event today will be President Trump's speech today at Davos summit. Trump is schedule to speat at 11:00 am ET. His interview last night was rather uneventful as the focus was on his issues with former president Biden and FEMA. Central Bank meetings are on watch, the BOJ will make an announcement tomorrow, FOMC announcement on Jan 29th, and the ECB announcement is scheduled for Jan 30th. Earnings beats came in from ALK, DFS, GE, and MKC. After the bell today TXN and ISRG will report, and tomorrow morning AXP & VZ will report. European shares are mixed to higher & oil prices are higher by +0.50% this morning.
In this episode, Sarah Gran and Brandon Pitman from the Internet Security Research Group (ISRG) dive into their projects, Divvi Up and Let's Encrypt. They discuss the creation and impact of Divvi Up, a privacy-preserving metrics aggregation service, and its role in protecting individual data while providing valuable insights to organizations. They share the journey from collaborating with Google and Apple on COVID-19 exposure notifications to enhancing privacy for Firefox users. The conversation also explores the importance of TLS certificates provided by Let's Encrypt and the challenges and advancements in the realm of online privacy. 00:00 Introduction and Guest Introductions 01:22 Overview of DivviUp 02:29 Privacy Concerns and Data Security 06:18 Real-World Applications and Examples 11:28 Technical Details and Protocols 19:53 Open Source and Community Involvement 20:39 Conclusion and Final Thoughts Guests: Sarah Gran is the Vice President of the Brand and Donor Development team at Internet Security Research Group (ISRG), the nonprofit entity behind Let's Encrypt, the world's largest certificate authority. Sarah joined ISRG in early 2016, shortly after the Let's Encrypt launch and has helped it become a household name in software development. Sarah has also helped to shape ISRG's latest projects, one focused on bringing memory-safe code to security-sensitive software, called Prossimo, and a privacy-respecting metrics service, called Divvi Up.Sarah is an independent member of the Tor Project's Board of Directors. Previously, Sarah worked as a Vice President at Edelman SF and Deutsch NY in brand and communications strategy groups. Brandon Pitman is the Senior Software Engineer for Divvi Up and has a Master's in Computer Science from Georgia Tech. Prior to ISRG, they worked at Google on a variety of Security, Privacy, and Green Energy projects. Bran came to ISRG to be a part of improving the privacy stance of the Internet as a whole.
Intuitive Surgical (ISRG) climbed to a new all-time high and got several price target hikes after reporting a preliminary 25% boost in year-over-year revenue. Its market share in the robotic surgery space has helped the company tremendously, according to George Tsilis. He combs through its financials to take a closer look into what's driving success. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
As another year winds down, it's time to pause and reflect on the year of 2024 and the gratitude we feel. From groundbreaking achievements in business (artificial intelligence) to investing home runs (Nvidia, and the S&P 500 overall) to the meaningful connections that enrich our lives, this week's podcast is an expression of thankfulness for what inspires us, supports us, and keeps us moving forward… and reminds us why we invest. Let's feel grateful together — let's call it out! And find sparks of inspiration for the year ahead. Host: David Gardner Producer: Desirée Jones Companies mentioned: AMZN, ISRG, MELI, META, NVDA
In this episode of Investing Unscripted, Jason and Jeff explore the balance between the amount of research investors should conduct and the effectiveness of that research. They discuss the differences between retail and professional investors, the importance of time in making investment decisions, and the potential pitfalls of over-researching. Companies mentioned: AAPL, GE, ISRG, MELI, MSFT, NVDA, PTON, PYPL ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted *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 (https://public.com/disclosures/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.. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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In today's video, we're diving into two huge topics—politics and the stock market. With the election just 15 days away, we're talking about President Trump's buzzworthy visit to McDonald's over the weekend. It's become a bit of a viral moment, and we'll break down what this political move means as he campaigns for re-election. Is this event just a publicity stunt, or could it actually shift voter sentiment and, in turn, the market? Stick around to find out how these political moments might be setting the stage for what's coming next in the markets. After that, we're diving into the heart of today's market analysis. We're looking at key stocks like BX (Blackstone), CMS, SO (Southern Company), and ISRG to see how they're trending and where potential buy signals are popping up. Using OVTLYR, we're analyzing the latest market moves, focusing on trends like the 10-20-50 EMA crossover and buy signals to help you navigate the market and find those sweet spots for profit. If you're curious about how to take advantage of these market trends without taking on unnecessary risk, you're in the right place. We'll also cover some real-world trading success stories from our Discord community. Shout out to Leo, who's been crushing it with his put credit spreads strategy—24 wins, just 2 losses. We'll dive into what Leo's doing and how he's using OVTLYR data to stay ahead of the curve. If you're looking for a fresh perspective on how to stack confluence signals for smarter trades, this is for you. And if you're not trading stocks like BX or CMS yet, don't worry—we've got you covered. We'll walk you through why these stocks are standing out right now, especially in bullish sectors like financials, real estate, and healthcare. These sectors are gaining momentum, and we're breaking down exactly how you can take advantage. Finally, if you're enjoying the content and want more in-depth market breakdowns, strategies, and stock picks, don't forget to hit that subscribe button! You'll stay updated on all the latest market action, and trust me, with the election right around the corner, you're going to want to keep an eye on how it all plays out. Plus, if you're not using OVTLYR yet, now's the perfect time to start. Grab the free trial and get access to the VIP Investor's Toolkit to level up your trading! #StockMarketTalk #ElectionAndMarkets #BXStockAnalysis #TradingStrategies #OVTLYRTrading #FinancialStocks #SmartTrading #StockMarketNews #SubscribeNow
Mike Webster and Alissa Coram walk through this week's technical action and stocks to watch in the Friday extended version of Stock Market Today.
What if you fell asleep and woke up 5 years later? Would you feel confident in your stock portfolio? (0:20) - Should You Still Consider Long-Term Buy And Hold Stocks For Your Investment Portfolio? (7:25) - Strong Investments To Keep On Your Watchlist Right Now (37:00) - Episode Roundup: COST, SBUX, INTC, ISRG, LLY, BLDR, WING
In this episode of the Canadian Investor Podcast, we dive deep into portfolio management and how to achieve a state of zen when it comes to tracking your investments. Braden shares his personal approach to monitoring the key metrics that matter most for the companies in his portfolio, including how I simplify the process to keep things stress-free. We also explore the pitfalls of investing in companies with high valuations, using Nvidia as a case study to illustrate the risks. Finally, we put the spotlight on two stocks currently on our radar: WSP Global, with its robust growth prospects, and Schneider Electric, a global leader in energy management and automation. Tickers of Stocks & ETF discussed: MA, ASML, ISRG, WSP.TO, SU.PA, NVDA Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Someone's gotta make ‘em, and someone's gotta buy ‘em. (00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss: - whether you should fall in love with companies - AMD's data center business - Meta's “special treatment” Then, (XX:XX) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that's fallen out of favor with Wall Street. Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR Host: Mary Long Guests: Asit Sharma, Karl Thiel, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
The 10-year Treasury yield took a breather after two days of sharp gains. Despite losses for the major stock indexes, breadth was slightly positive on the Nasdaq and about 3-to-1 positive on the NYSE. Chubb is back in a buy zone after a low-volume pullback. ISRG tried to clear a flat base again to no avail while UHS cleared a cup-with-handle base.
Intuitive Surgical is one of Chip Stock Investor's favorite health tech stocks. It's by far and away the best performing health stock in our portfolio. The revenue growth may look pedestrian, but profitability is poised for continued growth. This company could very well be with us for many years to come! Find out the details in this episode with Chip Stock Investor's "resident nurse" Kasey.
Have you ever wondered how computers stay in sync with the time? That is theresponsibility of the Network Time Protocol (NTP). Around since 1985, NTP is oneof the oldest protocols still in use on the internet and its referenceimplementation, ntpd, written in C, is still widely used today.That's a problem. C is a language that is not memory safe, and ntpd has had itsshare of security vulnerabilities. Here is a list of CVEs.As part of Project Pendulum, Folkert de Vries and his colleagues from TweedeGolf have been working on a Rust implementation of NTP. I sit down with Folkertto talk about the project, the challenges they faced, and the benefits of usingRust for this kind of project.Along the way, we learn about funding open source projects, the challenges ofestablishing a new implementation of a protocol, and all sorts of otherinteresting things that might or might not be related to NTP.
Allen Wyma talks with Josh Aas about his work on Prossimo, an Internet Security Research Group (ISRG) project that is focusing on moving critical software used on the Internet to a memory safe language, such as Rust. Contributing to Rustacean Station Rustacean Station is a community project; get in touch with us if you'd like to suggest an idea for an episode or offer your services as a host or audio editor! Twitter: @rustaceanfm Discord: Rustacean Station Github: @rustacean-station Email: hello@rustacean-station.org Timestamps [@00:00] - Meet Josh Aas - Executive Director at ISRG (Internet Security Research Group), a non-profit dedicated to building a more secure and privacy-respecting digital infrastructure. [@01:32] - Let's Encrypt Project - a nonprofit Certificate Authority providing TLS certificates to 363 million websites. [@06:53] - Divvi Up project - a privacy-respecting system for aggregate statistics. [@09:48] - Prossimo - ensuring memory safety for the internet's most critical infrastructure. [@15:24] - Discussion about Curl and Rust. [@19:06] - The benefits of rewriting software, particularly transitioning from C to Rust for improved memory safety. [@34:19] - The ISRG's ambition to make the Linux kernel memory-safe with Rust. [@37:27] - Can Zig potentially be a competitor to Rust? [@39:41] - Closing thoughts. Credits Intro Theme: Aerocity Audio Editing: Plangora Hosting Infrastructure: Jon Gjengset Show Notes: Plangora Hosts: Allen Wyma
In this episode, Simon and Braden talk about the rest of their portfolio as they go over what KPI they regularly track for each of their holdings. Ticker of stocks discussed: ISRG, MA, V, WSP.TO, TTD, TFII.TO, SHOP.TO, SPGI, ROP, MSFT, MA, BIL, PSU-U.TO, PSCT, HD, AXON, GRT-UN.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
Intuitive Surgical (ISRG) is one of our favorite “forever stocks” at Chip Stock Investor, best known for its Da Vinci robotic surgical system. The company's stock has been a strong performer over the long term, but it has recently come under pressure due to the growing popularity of GLP-1 (glucagon-like peptide-1) weight-loss drugs like Ozempic. GLP-1s are also associated with a number of other health benefits, including a reduced risk of diabetes and heart disease. It appears the popularity of Ozempic is already having an impact on Intuitive Surgical's business, and some investors worry GLP-1s could lead to a decline in the number of bariatric and related surgeries over time. However, over the long term, the impact of Ozempic on Intuitive Surgical may not be as important as some fear. Like most things in investing, the impact of a disruptive force like Ozempic on the business world is a complex issue. Nick asks Kasey to weigh in on the matter given her past experience in the operating room. Also check out Chip Stock Investor's previous “deep dive” into Intuitive Surgical here: https://youtu.be/KNdU1dp9xVU?si=TDKTV-9SXyzzsu_M If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off
In this episode, we talk about 3 stocks that we would each own if we were stranded on a desert island and couldn't sell them for 10 years. Symbols of stocks discussed: ROP, COST, CNR.TO, ISRG, HD, L.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
Investing has plenty of rules. Don't invest in stocks without earnings. Sell half your position after a stock doubles. But, who made those rules anyway? Ricky Mulvey caught up with Rule Breakers Lead Advisor Tim Beyers and The Motley Fool's co-founder and Chief Rule Breaker David Gardner to discuss: - What makes a business a Rule Breaker. - Investing lessons from Apple, Tesla, and Intuitive Surgical. - How to invest like a venture capitalist. - Creating your own investing rules. - What risk actually means for an investor. Companies mentioned: TSLA, ISRG, AAPL, SNOW, CRM, TOST Host: Ricky Mulvey Guests: David Gardner, Tim Beyers Engineer: Tim Sparks
In this episode of the Canadian Investor Podcast talk about Elon's weird branding decision to change twitter to X. We then discuss earnings from Goodfoods, TSMC, ASML and Intuitive Surgical. Symbols of stocks discussed: ISRG, ASML, TSM, FOOD.TO, TRP.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
In this video, we'll perform an ISRG stock analysis and figure out what the company looks like based on the numbers. Is Intuitive Surgical, Inc. one of the best healthcare stocks to buy at the current price? Find out in the video above! Global Value's Intuitive Surgical, Inc. stock analysis. Check out Seeking Alpha Premium and score an annual plan for just $119 - that's 50% off! Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) Intuitive Surgical, Inc. ($ISRG) | Intuitive Surgical, Inc. Stock Value Analysis | Intuitive Surgical, Inc. Stock Analysis (Recorded July 14, 2022) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0. ➢ http://creativecommons.org/licenses/b... ➢ https://www.youtube.com/watch?v=sQCuf... 8 Pillar Analysis Props to Everything Money ➢ https://www.youtube.com/c/EverythingMoney
As earnings season heats up in the U.S., investors had good reasons to keep their eyes on China and India. (0:21) Andy Cross and Jason Moser discuss: - Tesla's challenge with margin pressure - Intuitive Surgical's stock rising on strong 1st-quarter results and guidance - American Express continuing to catch on with Millennials and Gen Z - Shares of D.R. Horton, America's largest homebuilder, hitting a new all-time high - The latest from Netflix, P&G, Johnson & Johnson, and Lululemon (19:11) Motley Fool senior analyst Bill Mann discusses China's rise as an automotive exporter, Apple's growing presence in India, and why he's keeping an eye on mining companies in Brazil. (33:17) Andy and Jason discuss the growing business of tiny snacks and share two stocks on their radar: Tractor Supply and Amazon. Stocks discussed: NFLX, TSLA, ISRG, PG, AXP, JNJ, DHI, LULU, AAPL, GIS, TWNK, PEP, TSCO, AMZN Host: Chris Hill Guests: Andy Cross, Jason Moser, Bill Mann Engineer: Dan Boyd
In this episode, Braden goes over Terry Smith's 7 investing lessons and how the flywheel effect can be so powerful for businesses that have it. We discuss the recent Fed increase and Simon goes over some of the reasons why India could be an attractive market to invest in the next decade. Tickers of stocks discussed: AMZN, UHAL, CRWD, AXON, NFLX, GOOG, WSP.TO, ACN, TFII.TO, BLK, INTU, ISRG, RAS, WM, HD, WMT Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
Ever wonder what a hockey starting lineup would look like if it were made of 6 great companies? Simon and Braden each chose 6 stocks that to fill their hockey starting lineup and explain why they chose each company. Tickers of stocks discussed: MSFT, COST, INTU, DOO.TO, ATZ.TO, ISRG, ASML, CP.TO, BIPC.TO, NDAQ, CHD, BRK-B Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
Trendspider's Black Friday sale - please use this link as I do get a commission when you sign up, but it's the program I use my algorithm in and I'll give you access to the algorithm if you sign up through this link. Support the podcast - https://anchor.fm/dailystockpick/support Social Links and more - https://linktr.ee/dailystockpick A look at $SPY in this episode too Q1 - Someone from Instagram - Hi. I'd love your thoughts. Let me preface this by saying I am a total rookie and trading is a huge learning curve for me. I don't have time during the day all day to sit and watch the stocks but I try to peak at it a few times. I'm just getting my feet wet so i put in a couple thousand to start awhile back in my td account and just kind of left it. I've made 10% on $boil and $tqqq which is huge for me!! I cannot thank you enough for helping me learn. Knowledge is power and you are absolutely empowering me to be more financially aware and responsible! My question is this: I'm in $ISRG and $PENN. It's not a huge chunk of the fun money account, but I'm considering getting out of both and cutting my losses and try to go make it back in another stock like macys or tsm. If you're busy and can't get back to me, I totally understand. If you have time to share your thoughts, I'd love to hear them and would appreciate it so much!! Q2 - Hey Gary, just found your podcast recently been listening everyday, love what you do. I'm more of a buy and hold guy (at least for now) but I use your advice to find good entry points for stocks either to open new position or dollar cost down. Wondering if you'd take a look at ZoomInfo Technologies (ZI)? TrendSpider Alert "$HSY - Buy" Symbol: HSY Your Note: MacD cross up Price: 224.61 Trigger#: 1 of 20 Jim Cramer said on Friday that he thinks Nelson peltz and activist is taking a stake in $dis …. Cramer is usually wrong but this does have some backing and could be bullish Bob Iger replacing Chapek as ceo … $dis will fly $NFLX The last golden cross Netflix saw, the stock ran over 35% to new ATHs!
The bear market we are currently in has brought the valuation of most companies down. In this episode, we look at the stocks of 10 great businesses that we have on our watchlist for Q4 2022. Tickers of stocks discussed: GRT-UN.TO, ISRG, ASML, ADSK, RY.TO, SPGI, AMZN, ADBE, BAM-A.TO, ACN Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
0:00 - Macro 3:10 - WGO 5:47 - STERV 6:25 - MC.PA, RMS, KER 8:22 - LSTR, KNX, JBH 9:20 - OPLX 11:30 - MIPS 12:08 - ISRG 13:02 - AQ 13:54 - ENT, 888 15:39 - SRT, DHR 17:08 - FDR, POOL 18:31 - SNAP, IAC, PUB, OMC -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
It's not always easy to be invested in the stock market during extended bear markets. In this episode, we take a look at historical market drawdowns and how long it took the stock market to recover. We also go over stock on our watchlist, fixed income options with recent rate hikes and more! Tickers of stocks discussed: ISRG, SU.TO, CNQ.TO, TOU.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
Josh and Kurt talk with Josh Aas from the Internet Security Research Group about Let's Encrypt, Prossimo, and Divvi Up. A lot has changed since the last time we spoke with Josh. Let's Encrypt won, and the ISG are working on some really cool new projects. Show Notes Josh Aas Internet Security Research Group (ISRG) Let's Encrypt Episode 87 – Chat with Let's Encrypt co-founder Josh Aas New Major Funding from the Ford Foundation ISRG annual reports Peter Eckersley
Shares of Snap fell nearly 40% on Friday, taking bigger companies down with it. (0:30) Matt Argersinger and Jason Moser discuss: - Snap's incredible fall over the past year - How worried shareholders of Alphabet and Meta Platforms should be - Intuitive Surgical's latest results - The latest from Twitter, Amazon, and Johnson & Johnson (20:15) Jason and Matt discuss the latest results from Netflix, as well as: - A wide-ranging discussion of the connected TV landscape - The "coopetition" that exists among major players like Disney, Apple, The Trade Desk and Roku - Domino's Pizza's streak of global growth ending - Whether Shopify is a buy - Two stocks on their radar: Etsy and Berkshire-Hathaway Got a question about investing? Our email address is podcasts@fool.com Stocks discussed on the show: SNAP, PINS, META, GOOG, GOOGL, TWTR, ISRG, AMZN, JNJ, NFLX, MSFT, TTD, ROKU, AAPL, DPZ, SHOP, ETSY, BRK.A, BRK.B Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Dan Boyd
Hitting the bottom is a process and according to Joseph Biondo, the market is closer to the end of that process than the beginning. For investors with a longer timeline, Medical Tech companies like (ISRG) and Big Tech names like Amazon (AMZN) and Alphabet (GOOGL) might be worth grabbing along that process.
In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Canadian CPI rising to 6.7% Intuitive Surgical earnings February 2022 housing data showing a potential cooldown ASML earnings Elon Musk buying Twitter Metro earnings Activision Blizzard earnings Snap earnings Tickers of stocks discussed: ISRG, ASML, TWTR, MRU.TO, ATVI, SNAP Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital JOIN TCI: Check out our portfolio by going to Jointci.com
0:00 - POOL 1:50 - BX 2:45 - KER.PA 3:30 - TSLA 4:25 - SNAP 5:35 - ISRG 6:36 - CVNA 7:50 - NFLX 9:08 - PLD 9:47 - UAL, AAL, DEL, SHOP, AMZN, TWTR - 10:32 - #191 - Post-covid -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
In this episode of the podcast, we talk with Josh Aas, and Sarah Gran of the Internet Security Research Group (ISRG) to learn about their mission to secure the Internet through projects like Let's Encrypt, the automated digital certificate authority, and Prossimo, which focuses on transforming risks around memory safety in popular open source projects.
This week we give consideration to the structure of our model portfolio for next year. These are the companies we believe will achieve market-beating returns in 2022 and beyond. In this portfolio structure episode, we consider the megatrends that are likely to shape the world around us for the years ahead and decide what proportion of the portfolio to devote to each of them. We're on track for a woeful performance in 2021, along with the recent declines in all growth stocks, but we remain confident that in the long-term, the high-quality growth stocks in our model portfolio, and also in our own real-money investment portfolios, will prevail. Post recording note that we completely forgot to discuss renewable energy on the pod! This megatrend is getting one extra slot, for a total of fifteen. Companies mentioned in the discussion include AMZN, BYND, DIS, DOCU, EDIT, FB, FVRR, GOOG, ISRG, MELI, MGNI, MTTR, NVDA, SE, SHOP, SQ, TDOC, TSLA, TTD, U. ----- If you enjoy this episode, please consider subscribing at https://telescopeinvesting.com/subscribe and following the hosts: @LukeTelescope @AlbertTelescope
Unless you've needed surgery in the past few years, Intuitive Surgical may not be a familiar name, but they're the global leader in robotic surgery, and a pioneer in the field since 1995. Robotic surgery has been steadily improving over the last two decades and is becoming the gold standard for some types of surgeries. Adu Subramanian recently published a thorough deep dive into Intuitive Surgical on his substack, covering its history, business, and competitive advantages. This week, we sit down with Adu to talk about his extensive research in this exciting growth area and what he thinks is in store for Intuitive and the robotic surgery space. The following companies are mentioned in this episode: ISRG, ABNB, SYK. ----- If you enjoyed this episode you can subscribe to Telescope Investing at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts at LukeTelescope AlbertTelescope
This is Episode Eighteen of Season Two of the 692d Podcast. Join us as we welcome Col Stacy Kihara and her Ohana back to the Group. She assumed command on 3 June and started her third tour in the 692 ISRG. When asked about her assumption of command, she stated, "It felt right. It felt like it fit." I have no doubts that she will lead us to more impressive accomplishments and ensure that our direction and partnerships will find the right "fit".
It's time for the half-year review of our model portfolio, a collection of 15 stocks that we selected in January as our core investments for 2021. The sell-off in growth stocks earlier this year made for grim reading at the end of Q1, but many of these stocks have rebounded - ten of the stocks in the model portfolio are now up from our start date, with nine of them beating the market (S&P 500). Unfortunately, a couple of big losers are dragging down the overall return. While it's probably too early to declare that “growth is back!”, our portfolio performance at the end of Q2 is much closer to the benchmark of the S&P 500 index. In today's episode, we dig into some of the key stories and updates from the portfolio. Shopify (SHOP) are showing their developers some love by forgoing commissions on the first $1 million of revenue, every year. Investors were not impressed with the news at first, but it appears that they have come around to Tobi Lutke and his team's vision, and the stock is back to near all-time highs. Shopify are "arming the rebels" against the Amazonian Empire and this move is just the latest in their customer-centric growth strategy. MercadoLibre (MELI) and Sea (SE) showed amazing growth in their respective businesses in their Q1 earnings releases, but the performance of their stock are markedly different. There's been talk about Sea and MercadoLibre battling it out for their share in the Latin American e-commerce market, but at only around 5% market penetration, we think there's is plenty of growth to capture, with room for both companies to prosper. Teladoc Health's (TDOC) share price has not recovered and it's the worst performer in the portfolio to date! Much of this is due to lacklustre customer growth projections for the coming year, with almost zero growth expected. What the market might not be fully accounting for is the forecast increase in revenues per customer, as customers with long-term health conditions form a lasting relationship with Teladoc. The biggest winner in the portfolio was Cloudflare (NET), a leader in edge computing. Edge computing brings online resources closer to the customer, lowering response times and improving customer experience. In the most recent quarter, Cloudflare announced a partnership with Nvidia to bring its AI tools to the edge. The removal of third-party cookies from web browsers is playing havoc with online advertising businesses. However, Google delaying their plans gave programmatic ad companies like The Trade Desk (TTD) and our model portfolio pick, Magnite (MGNI) a reprieve as they work on replacement technologies for targeted ads. Investors are still cautious about the impacts of these changes, but in the long term, the removal of third-party cookies may help supply-side platforms (SSP) like Magnite as they have direct access to first-party data. Interim results from a clinical trial from Intellia Therapeutics (NTLA) showed strong evidence that CRISPR-based therapies can work inside the body and gave a boost to all other CRISPR companies including our model portfolio pick, Editas Medicine (EDIT). The following companies are mentioned in this episode: SHOP, MELI, SE, TDOC, AMZN, NET, FSLY, MGNI, EDIT, NTLA, SQ, ISRG, GH, CRWD, TWLO, DOCU, FVRR, DIS, NVDA ----- If you enjoyed this episode, please consider subscribing at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts: LukeTelescope AlbertTelescope