Podcast appearances and mentions of John Deere

American agricultural and industrial equipment manufacturing corporation

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John Deere

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Best podcasts about John Deere

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Latest podcast episodes about John Deere

RealAgriculture's Podcasts
Optical sprayers trains its eyes on problem weeds

RealAgriculture's Podcasts

Play Episode Listen Later Aug 13, 2025 11:24


Optical spraying systems are finding a foothold in farm fields across Canada. Agrimetrix spraying guru Tom Wolf says green-on-brown systems like Trimble's WeedSeeker and John Deere's See & Spray Select are gaining traction; so are green-on-green systems including Deere's See & Spray Ultimate and Agrifac's AiCPlus that use optical cameras and AI to target weeds.... Read More

The Steve Gruber Show
Steve Gruber | John Deere To Invest $20 Billion into the U.S.

The Steve Gruber Show

Play Episode Listen Later Aug 12, 2025 2:50


Steve Gruber discusses news and headlines 

Superintendent Radio Network
Beyond the Page 70: Namestorming with Bill Lee and Pat McSparin

Superintendent Radio Network

Play Episode Listen Later Aug 12, 2025 71:27


What's in a name? John Deere veteran Bill Lee recounts the birth of the Gator, and longtime copywriter Pat McSparin looks back at how 47 years of seemingly odd jobs have all helped fuel his turf industry creativity.

Matt & Aunie
Dixon & Vining Hour 3 (081125)

Matt & Aunie

Play Episode Listen Later Aug 11, 2025 40:28


"Three Things You Need to Know"...John Deere investing major money back into USA...IRS head fired...Cuomo bashes Momdani's living style while he touts "free stuff".See omnystudio.com/listener for privacy information.

Millennial Investing - The Investor’s Podcast Network
TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O'Malley

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Aug 10, 2025 88:15


Daniel & Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market. After years of prioritizing customer acquisition and corridor expansion over profits, Remitly is now approaching a critical inflection point, one where scale, margin leverage, and cash generation could unlock a new phase of investor confidence. But there are risks as well: crypto-native challengers, regulatory uncertainty, and broader concerns about the remittance industry all raise the question of whether the upside is worth the risk. Here, they unpack Remitly's moat, including its direct payout network, risk engine, and customer trust, and assess whether these factors are enough to fend off cheaper, faster payment rails, such as stablecoins. They walk through the company's unit economics and what the valuation model implies under both steady-state and high-growth scenarios. Along the way, they compare Remitly's customer lock-in strategy to Booking.com, examine the remittance corridor dynamics in India, the Philippines, and Latin America, and debate whether this is a misunderstood fintech with enduring staying power or a product ripe for crypto disruption. IN THIS EPISODE, YOU'LL LEARN 00:00 – Intro 01:08 – How the remittance market works 01:50 – Why Western Union struggles to compete with Remitly 02:16 – Why and how Remitly was founded 04:48 – What risks Remitly faces 05:01 – How stablecoins could disrupt the remittance industry 11:34 – What competitive advantages Remitly has 17:16 – What digital-first companies compete with Remitly 24:37 – Why scale is everything in the payments sector 27:56 – Whether Remitly is attractively valued at its current levels 29:27 – Whether Shawn & Daniel add RELY to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠⁠⁠⁠ Value Investor's Club Article on RELY. Check out the Substack Article on RELY. Dive into Pernas' Research Article on RELY Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uber,⁠⁠⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠⁠ ⁠⁠⁠⁠Reddit,⁠⁠⁠⁠ ⁠⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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: Harvest Right Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Deep Leadership
#0389 – Fix the Real Issues Holding Your Team Back with Sean Glaze

Deep Leadership

Play Episode Listen Later Aug 9, 2025 41:44


Today, I'm joined by Sean Glaze, and we're talking about how to fix the real issues holding your team back. Sean is a sought-after leadership and workplace culture speaker who gained valuable insights on turning talent into teamwork as a successful basketball coach – and now he travels around the country to share those actionable lessons. Sean's engaging conference leadership, keynotes, and custom team building programs have helped clients like Cisco, John Deere, the CDC, and Emory University to increase collaboration, boost productivity, and build Sticky Cultures that inspire more profitable teamwork. Sean's books, Rapid Teamwork, What Effective Leaders DO, The 10 Commandments of Winning Teammates, and Staying Coachable are entertaining parables that accelerate the growth of leaders and teams. I'm excited to have him on the show to learn more about how to fix the real issues holding your team back. Show resources: Sean Glaze's website Sean Glaze on LinkedIn Tool Box Stuff Sponsors: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cadre of Men⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Farrow Skin Care⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Salty Sailor Coffee Company⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Leader Connect⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Qualified Leadership Series⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ____ Get all of Jon Rennie's bestselling leadership books for 15% off the regular price today! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE Learn more about your ad choices. Visit megaphone.fm/adchoices

Talk Dirt to Me
Ep. 198 One-Man Operations, Cattle on 10 acres, and Rabbit Holes Galore

Talk Dirt to Me

Play Episode Listen Later Aug 8, 2025 88:50


This episode is a wild ride from start to finish. We open with the ongoing WNBA drama that's been lighting up headlines, then dive into a conversation about high-speed police chases versus slow, off-road getaways—not real case breakdowns, just our take on which we'd rather attempt and the dangers of each. Things really kick into gear when we get into listener Q&A. We talk about why Bobby Lee sold his John Deere 4030, which leads to a deeper discussion about running reliable equipment that fits your operation—especially if you're a one-man show. From there, we talk about the pros and cons of working alone, and how that can affect the flow and efficiency of farm work. We also get into the best cattle strategies if you're starting out with just 10 acres, covering practical advice for beginners looking to make the most of small land. Later in the show, we close things out with a conversation around moral dilemmas, sparked by a discussion about OnlyFans and relationships—but we'll let you decide where that rabbit hole leads. It's another jam-packed, no-filter episode of Talk Dirt To Me—raw, real, and straight from the heart of rural America. Check out TractorMat—a premium, American-made tractor floor mat designed to fit over your existing mat. Built tough right here in the USA, TractorMat is perfect for protecting your cab. You can even use code TALKDIRT at checkout to save 15% off your order.  You can use this link as well for the TractorMats: https://tractormat.link/td2m  Go check out Agzaga! It is the ultimate online farm store. American owned and operated. Go check out their site and get what you need. Be sure to use the code TalkDirt20 to get $20 off your order of $50 or more! Visit them at: https://agzaga.com 

Ag News Daily
August 8, 2025: Tariff Updates, Tar Spot Insight with Dr. Martin Chilvers, and More Ag News

Ag News Daily

Play Episode Listen Later Aug 8, 2025


This week on Ag News Daily, we cover two major trade updates. President Trump signed an executive order placing an additional 25% tariff on imports from India. Separately, a broader set of tariff increases also took effect this week. We also cover the USDA's latest SNAP waivers in six states, along with the continued spread of tar spot in corn-growing areas. John Deere has introduced a new diagnostics tool aimed at improving equipment repair, potentially impacting ongoing right-to-repair discussions. We also highlight Luke Lindberg's recent confirmation as Under Secretary for Trade and what it could mean for U.S. ag exports. This week's interview features Dr. Martin Chilvers from Michigan State University. Chilvers shares his research-based insight on tar spot, including how to identify it and how growers can manage it during the season. Here are some resources mentioned in the conversation: https://cropprotectionnetwork.org/publications/an-overview-of-tar-spot https://cropprotectionnetwork.org/roi-calculators https://cropprotectionnetwork.... Stay connected with us for more agriculture content on Instagram, TikTok, Facebook, and YouTube, along with our weekly videos!

Beat Around The Bench Podcast
Ep 112: Jimmy Eat Willow

Beat Around The Bench Podcast

Play Episode Listen Later Aug 8, 2025 76:21


• Colton calls in from a Georgia Starbucks during his epic road trip back to Houston after inheriting his late grandfather's tools and a sweet John Deere riding mower from his grandmother's log cabin in the mountains• The guys share stories about amazing meals from totally unexpected places including life changing biscuits from a Georgia gas station, incredible Cuban food hidden in a Florida flea market, and mind blowing Indian cuisine from Rapid City South Dakota• Ross finally gets his CNC machine up and running but admits he needs digital calipers and a touch sensor to dial in his cuts properly while working on that never ending coffee table project for his brother• The drummer in Ross comes alive as he talks about playing his first live show with his band and the pure joy of beating some skins again even though schlepping gear is exhausting• Jess battles the brutal Florida heat while framing a house addition and shares war stories about hurricane strapping requirements and buying his first framing nailer from Rigid instead of spending big money on Paslode• Wood of the Week spotlight falls on ash which gets used for everything from Louisville Slugger baseball bats to tool handles to Fender guitar bodies plus its unfortunately getting wiped out by those pesky emerald ash borer beetles• Trivia time covers bug resistant woods like cedar teak and cypress that naturally repel termites through oils and tannins while pressure treated lumber uses chemicals to keep the critters away• Speed squares get major love in the snuggets section for being way more versatile than most people realize with built in degree markings and roof pitch calculations• The golden rule of woodworking gets preached about always dry fitting everything and thinking through your entire build sequence before making anything permanent with glue• Vehicle inspection requirements spark a heated debate about emissions testing differences between states like Illinois requiring it while Florida basically lets anything with wheels roll down the road

Farm4Profit Podcast
Not Just Memes: Meet the Minds Behind Midwest's Most Viral Media - Iowa Chill

Farm4Profit Podcast

Play Episode Listen Later Aug 7, 2025 65:42


In this episode, we sit down with the co-founders of Map Dot Media, the agency behind viral platforms like Iowa Chill and Midwest Vs. Everybody, to explore their journey from UNI dorm rooms to campaigns with Coors Light, John Deere, and Iowa Pork Producers.They reveal how a cow breaking through a barn wall (seriously) sparked their first viral moment, why authenticity trumps polish in meme marketing, and what it takes to turn a loyal regional audience into a profitable brand. You'll hear how they've balanced humor and heart, built community through content, and are now running festivals, brand activations, and an internship pipeline that's shaping the next wave of Midwest creatives.Whether you're a farmer, marketer, content creator—or someone who's ever laughed at “Duck, Duck, Gray Duck”—this conversation is packed with insights on building brands, telling stories, and keeping it real in a world full of filters. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/

Reel Turf Techs Podcast
Episode 148: Brad Bailey

Reel Turf Techs Podcast

Play Episode Listen Later Aug 6, 2025 41:39 Transcription Available


Send us a textWelcome to Episode 148 of the Reel Turf Techs Podcast! Today we're talking with Brad Bailey, Equipment Manager at Four Seasons Golf and Sports Club in Orlando, Florida, an 18-hole course serving both resort guests and private members. Brad leads a team of three technicians and works primarily with John Deere equipment. With a background in chemistry and a hands-on upbringing working with his dad, Brad found his way into the turf industry during college and never looked back. He shares his expertise in small engines, his thoughts on the less glamorous office side of the job, and his experience managing a team in Florida's year-round golf climate. Trent and Brad dig into everything Stihl, explore his work with Husqvarna autonomous mowers, and chat about his favorite ways to unwind - fishing, Disney, and building with Lego. Tweet us @ReelTurfTechs and @MTrentManning Email us at ReelTurfTechs@gmail.com Check out our YouTube Channel

The Remarkable Leadership Podcast
Do You Believe You Can Learn? | Thoughts from Kevin

The Remarkable Leadership Podcast

Play Episode Listen Later Aug 4, 2025 4:48


Do you believe in your ability to learn? Your mindset may be the biggest factor holding you back from becoming the learner—and leader—you were meant to be. In this episode of Remarkable TV, Kevin Eikenberry explores how your self-perception as a learner directly impacts your growth. He shares practical strategies to shift your thinking, revisit past successes, and build belief in your ability to master new skills.

Millennial Investing - The Investor’s Podcast Network
TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O'Malley & Daniel Mahnke

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Aug 3, 2025 83:48


Shawn and Daniel break down The Trade Desk (ticker: TTD), a pure-play bet on  the future of digital advertising, focusing specifically on supporting ad buyers who want to get the most value per impression across the so-called “Open Internet.” The Trade Desk has compounded its stock at 43% a year since its IPO almost a decade ago, and in that same period, it has grown revenues at an incredible rate of 50% a year. Learn about where TTD fits into the programmatic advertising ecosystem, why the company has fewer conflicts of interest than its competitors, how The Trade Desk is positioned to take advantage of antitrust regulatory enforcement against Google,  what they're trying to do to replace 3rd-party cookies tracking, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 04:38 - What is TTD's niche in programmatic digital advertising 11:58 - Who are the major players in the digital advertising landscape 12:16 - How advertising across the internet has evolved over time 31:36 - What is the “Open Internet” and how it differs from “Walled Gardens” 36:42 - Why TTD has built its own alternative to 3rd‑party cookies 45:22 - What needs to happen to realize TTD's vision for the future of programmatic advertising 01:05:27 - Why regulators are taking action against Google's ad management unit, and how TTD could benefit from that 01:16:38 - Whether Shawn & Daniel add TTD to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠⁠⁠ Advertisers shift retail media spending beyond Amazon. The digital advertising ecosystem, explained. Check out Modernizing advertising with Trade Desk CEO Jeff Green. Read Zero to One by Peter Thiel. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Moncler, Uber,⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠ ⁠⁠⁠Reddit,⁠⁠⁠ ⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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: Harvest Right Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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

America’s Land Auctioneer
Classic Cars, Farm Equipment, and Prime Land: Upper Midwest Auction Roundup

America’s Land Auctioneer

Play Episode Listen Later Aug 2, 2025 43:13 Transcription Available


The auction block comes alive across the Upper Midwest in this dynamic exploration of recent sales and upcoming opportunities with America's Land Auctioneer hosts Andy Mrnak and Jim Sabe.In the rolling green landscapes of Buffalo Gap, South Dakota, and the bustling main street of Bowman, North Dakota, recent auctions have showcased everything from pristine farm equipment to collector-worthy vehicles. A 2014 John Deere tractor with low hours commanded $67,000, while classic car enthusiasts drove bidding to $44,500 for a 2008 Shelby Mustang GT500 with just 2,050 miles. Perhaps most heartwarming was the donation auction of a 2015 Tiffin motor coach that brought $172,500 for the North Dakota Cowboy Hall of Fame, with bidders flying in from as far as Michigan.The hosts provide valuable market insights throughout - front-wheel assist tractors and four-wheel drives maintain strong values, while the once-hot market for "square body" Chevy pickups shows signs of cooling as more inventory becomes available. Clean, well-maintained equipment stored indoors consistently outperforms similar aged machinery with weather damage, underscoring the importance of proper care for maximum return.For landowners considering selling, the conversation shifts to strategic auction planning, with fall (September-December) and spring (February-June) identified as prime selling seasons. The upcoming 20th anniversary Western Dakota Land Auction takes center stage as a premier multi-day event bringing together sellers and qualified buyers from across the country, particularly for properties with valuable water features.Whether you're looking to turn equipment into cash, transition farmland to new ownership, or simply understand current market conditions, this episode provides a comprehensive roadmap through today's agricultural auction landscape. Ready to explore your options? Contact the Pfeiffer's team and discover why timing, presentation, and working with experienced auction professionals can make all the difference in achieving your goals.Follow at www.americalandauctioneer.com and on Instagram & FacebookContact the team at Pifer's

North American Ag Spotlight
Jaime Jerrels on Florida Farm Bureau Federation's First-Ever Statewide Mental Health Report

North American Ag Spotlight

Play Episode Listen Later Aug 1, 2025 30:42 Transcription Available


Season 5: Episode 212 In this episode of North American Ag Spotlight, Chrissy Wozniak is joined by Jaime Jerrels, Senior Director of Policy and Outreach at the Florida Farm Bureau Federation, to discuss one of the most powerful and overlooked challenges in agriculture today: farmer mental health. Florida Farm Bureau, in partnership with UF/IFAS and the Mind Your Melon Foundation, has released its first-ever statewide mental health report—and the findings are deeply personal, alarming, and a call to action.Jaime brings more than just her professional insights to the conversation. Raised on a peanut and cattle farm in Levy County and now raising five children on that same land with her husband, she speaks from the heart—both as a policy advocate and as a woman of faith. Her passion for standing in the gap for farmers who often carry the weight of the world in silence is rooted in her belief that agriculture is more than an industry—it's a mission field.The conversation goes far beyond statistics, touching on hurricanes, financial stress, isolation, and the unique burdens of rural life. Jaime shares her firm belief that faith, prayer, and community can bring healing and strength where it's needed most. She encourages struggling producers to lean on their relationship with God, seek out trusted connections, and remember that telehealth and other support tools are available—and confidential.Chrissy and Jaime also explore the critical role churches, Farm Bureau, and peer-to-peer relationships play in restoring connection and hope to those silently struggling.Learn more and view the full 2025 Mind Your Melon Farmer Wellbeing Survey at: https://www.floridafarmbureau.orgNorth American Ag is devoted to highlighting the people & companies in agriculture who impact our industry and help feed the world. Subscribe at https://northamericanag.comWant to hear the stories of the ag brands you love and the ag brands you love to hate? Hear them at https://whatcolorisyourtractor.comDon't just thank a farmer, pray for one too!Send us a textSubscribe to North American Ag at https://northamericanag.com

The Vance Crowe Podcast
ATR: Is John Deere Gonna Let Farmers Repair Their Tractors?

The Vance Crowe Podcast

Play Episode Listen Later Aug 1, 2025 40:31 Transcription Available


In this episode of the Ag Tribes Report, host Vance Crowe reflects on the one-year anniversary of the show, sharing insights and stories from the world of agriculture. With no co-host this week, Vance dives into the latest headlines affecting the agricultural community, including the impact of deportation notices at an Iowa meat packing plant, Oregon's proposed agritourism regulations, and John Deere's new digital repair tool. Vance also explores the complexities of immigration, the challenges of agritourism, and the ongoing right to repair debate, inviting listeners to share their thoughts and perspectives.Vance also delves into the world of Bitcoin and cryptocurrencies, discussing the differences between Bitcoin and altcoins, and the role of stablecoins in the global economy. He shares his views on the potential financial crisis posed by index funds and the importance of having worthy adversaries to challenge one's beliefs. The episode concludes with a call for diverse voices in agriculture to join future discussions, and an invitation for listeners to engage with the show by sharing their insights and stories.Legacy Interviews - A service that records individuals and couples telling their life stories so that future generations can know their family history. https://www.legacyinterviews.com/experienceRiver.com - Invest in Bitcoin with Confidence https://river.com/signup?r=OAB5SKTP

Farm4Profit Podcast
No Quit: Wrestling Grit Meets Ag Equipment with Kris Thayer

Farm4Profit Podcast

Play Episode Listen Later Jul 31, 2025 59:32


We sit down with Kris Thayer, a man who's worn more hats than a tractor seat at a consignment sale. A former college wrestler from Nebraska, Kris took his competitive mindset straight into the ag world. He started at AgriVision Equipment, representing John Deere in some of the most equipment-savvy regions in the country, and hasn't stopped moving since.Kris shares how his time on the mat taught him grit, discipline, and the power of work ethic—lessons that now drive his success in multiple ag ventures. Today, he not only sells seed to area farmers but also flips used equipment and works with DPA Auctions, helping farmers across the Midwest get the most out of their iron.We talk about spotting undervalued equipment, how online auctions are changing the game, and what buyers and sellers should really be thinking about when they make a deal. Plus, Kris dives into what farmers should be asking their seed dealers, and why adding value (not volume) is the key to standing out.Whether you're into wrestling, wrenching, or winning in the business of ag, Kris's journey is packed with takeaways you can bring back to your operation today. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/

Adams on Agriculture
AOA Wednesday 7-30-2025

Adams on Agriculture

Play Episode Listen Later Jul 30, 2025 41:41


Wednesday on AOA, we start the show discussing USDA's reorganization plans and get perspective from former USDA Undersecretary Robert Bonnie. In Segment Two, we hear from Neil Dahlstrom, Manager of Archives and History at John Deere and author of Tractor Wars: John Deere, Henry Ford, International Harvester, and the Birth of Modern Agriculture, to learn more about the book. In Segment Three, we catch up with Missouri Farm Bureau President Garrett Hawkins to discuss a number of topics including the latest news surrounding the Grain Belt Express. Then we close the show in Segment Four discussing 30 years of innovation from Peterson Farms Seeds with founder Carl Peterson.

The Remarkable Leadership Podcast
Building Your Leadership Muscles - Thoughts from Kevin

The Remarkable Leadership Podcast

Play Episode Listen Later Jul 29, 2025 5:26


Are you ready to grow as a leader the same way you'd build physical strength? In this 600th episode of Remarkable TV, Kevin Eikenberry draws an inspiring and practical connection between building your physical muscles and growing your leadership capabilities. Leadership, like fitness, requires focused, consistent effort—and in this video, you'll discover: Why it's critical to focus on specific leadership "muscles" (skills) The power of consistency over intensity How to avoid neglecting key leadership areas (even those you're good at!) The importance of rest, recovery, and well-being for effective leadership Why lifelong learning is the secret to lasting leadership growth

Millennial Investing - The Investor’s Podcast Network
TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O'Malley

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jul 27, 2025 86:17


Daniel Mahncke and Shawn O'Malley dive into PayPal's post-pandemic reset, tracing the fintech pioneer's slide from market darling to value-story candidate. Once lifted by lockdown spending and eBay tailwinds, PayPal has seen its growth stall, its take-rate decline, and investors seem to have given up on it. In this episode, Shawn and Daniel unpack whether new CEO Alex Chriss's “profitable growth” playbook, Fastlane one-click checkout, a margin-focused Braintree overhaul, and fresh bets on Ads and the PYUSD stablecoin, can restore momentum. They also debate how realistic PayPal's ambitious goals for the future are, what a sustained 6% share shrink via buybacks does for long-term EPS, how the new management team is incentivized, and whether PayPal's consumer moat still matters in an Apple-Pay world. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 04:38 - How PayPal became the No.1 payment provider and what the PayPal Mafia is. 09:47 - Why investors fell out of love with PayPal's stock. 14:03 - What the next chapter under the new CEO will look like. 26:42 - Which new businesses could make PayPal dramatically more profitable? 33:31 - How the new strategy shows up in the numbers. 50:06 - Why the management incentive structure is a big benefit for shareholders. 51:36 - Whether stablecoins are bearish or bullish for PayPal. 01:01:11 - Whether PayPal is attractively valued at its current levels. 01:10:05 - Whether Shawn & Daniel add PYPL to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠⁠ Emerging Value Substack ⁠Article⁠. Crossroad's ⁠Interview⁠ with Alex Chriss. PayPal 2025 ⁠Investor Day⁠. The Reservist ⁠Article⁠ on the Payment Industry. Jimmy Soni's Book on The ⁠PayPal Mafia⁠. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uber,⁠⁠⁠⁠Nike,⁠⁠ ⁠⁠Reddit,⁠⁠ ⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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: ⁠⁠Harvest Right⁠⁠ Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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

RealAgriculture's Podcasts
John Deere rolls out JDLink Boost across Canadian Prairies

RealAgriculture's Podcasts

Play Episode Listen Later Jul 24, 2025 3:46


Keeping equipment connected in the field is critical for uptime and efficiency, and that’s exactly what John Deere is aiming to improve with the Canadian launch of JDLink Boost. First introduced in the U.S., the connectivity upgrade is now available to Prairie farmers as of June. Matt Olson, precision ag marketing manager with John Deere,... Read More

Pro Pels Talk
Did The New Orleans Pelicans Fail The Off Season?

Pro Pels Talk

Play Episode Listen Later Jul 24, 2025 96:11


With Summer League being over for the Pelicans, the guys discuss if the latest offseason of change is enough to start a new era of basketball in New Orleans. This program is brought to you by Scott Vicknair Injury Lawyers. Have you been injured in any kind of accident? Car, truck, 18-wheeler, or hurt offshore - Scott Vicknair handles it all - give them a call y'all.......at  504-500-1111 for a FREE consultation. Yes - FREE consultation. They always Fight for the Win POWERED BY 4D ENERGY DRINKS- 4D was developed because of our PAIN with the market. An athletes life is hard enough, supplements shouldn't make it HARDER. Making one product that elevates your game and makes your life SIMPLER was the goal. That's the 4DIFFERENCE! Chris Smith of Keller Williams is one of the top realtors in New Orleans. Located at 8601 Leake Ave, New Orleans, LA 70118. For a free marketing valuation of your property, to book a property tour, or to talk real estate, give him a call at 504-231-2004 or email him at ChrisSmithHomes.com Standard Mortgage, your local lender for life. To get in touch with a home loan expert today, give them a call at 504-569-3902 Who says you can't bottle New Orleans? Crystal is made with three simple ingredients: aged red cayenne peppers, distilled white vinegar and salt. Nothing artificial. It's pure New Orleans flavor. Crystal Hot Sauce - How New Orleans does Flavor John Deere Presented by Sunshine, your hometown John Deere. Nothing runs like a Deere.” COMPANY BURGER Make sure to check out Company Burger located at 4600 Freret Street. Order now on their website site or Uber Eats- www.companyburger.com Follow Us On Twitter:   / propelstalk     / bootkrewemedia   Follow Us On Instagram: https://www.instagram.com/bootkreweme...   / thepelicansreport   Follw Us On Tik Tok:   / bootkrewemedia    

A Penney for your thoughts
A Real Look at the Future of Ag Technology with Iowa State University's Matt Darr and Ryan Huffman

A Penney for your thoughts

Play Episode Listen Later Jul 23, 2025 57:34


Sean and Andrew sit down with Matt Darr and Ryan Huffman from Iowa State University's On-Site Precision Technology team in ISU's new Digital Ag Innovation Lab to hear their two cents on the latest ag technology.    The crew discusses: ✅ What Matt and Ryan are excited about in agriculture  ✅ The science of precision technology ✅ Understanding the ISU Digital Ag Innovation Lab ✅ Planters and row units ✅ Tilling and residue management ✅ John Deere's Furrow Vision and See & Spray™ technology ✅ Future possibilities in autonomy and what Matt and Ryan want to research next   Learn more about the Digital Ag Innovation Lab: https://www.isudigitalag.org/   Meet the Guests:

Gain Traction
Employee Ownership and Rural Market Success With Adrian Rodriguez of Commercial Tire

Gain Traction

Play Episode Listen Later Jul 23, 2025 27:42


Adrian Rodriguez is the Vice President of Marketing and Retail Sales at Commercial Tire, a leading tire and auto service provider with over 45 locations across Idaho, Washington, Oregon, and Utah. Before joining Commercial Tire, he spent a decade with John Deere, sharpening his expertise in marketing and retail strategy. Adrian helped lead Commercial Tire's transition to 100% employee ownership in 2019, fostering a culture rooted in accountability and local investment. Outside of work, he's an avid skier and downhill mountain biker, embracing extreme sports with the same energy he brings to business. In this episode… Tire and automotive services often operate behind the scenes, yet they serve as foundational pillars of local economies. As some businesses evolve toward more employee-centric models, the conversation around ownership, community impact, and internal culture is gaining momentum. What does it look like when a tire company becomes 100% employee-owned — and how does that change everything? According to Adrian Rodriguez, who leads marketing and retail sales for Commercial Tire, becoming employee-owned was both a strategic and cultural transformation. The shift not only enhanced operational efficiency through collective accountability but also redirected profits into local communities where employees live and work. By fostering a deep sense of ownership at every level, the company unlocked new opportunities for innovation, loyalty, and long-term sustainability. On this episode of Gain Traction, Mike Edge welcomes Adrian Rodriguez for a deep dive into Commercial Tire's evolution as a 100% employee-owned company. Adrian shares how this ownership model impacts culture, accountability, and profitability. He also discusses B2B and consumer marketing challenges, the importance of community engagement, and how internal values drive lasting success. Here's a glimpse of what you'll learn:  [01:45] How Adrian Rodriguez's career started with free pizza and an internship at John Deere [02:41] How a decade at John Deere built Adrian's marketing foundation [04:09] The bold move to 100% employee ownership at Commercial Tire [05:35] The culture shift that employee ownership created across the company [09:59] Navigating the COVID-19 transition as a newly employee-owned business [12:18] Why employee ownership accelerates community investment [17:00] How Adrian's team markets to fleet and HVAC companies [19:19] Challenges of marketing consumer services with a “commercial” brand name Resources mentioned in this episode: Adrian Rodriguez on LinkedIn  Commercial Tire  Dan Kahn on LinkedIn Kahn Media  Mike Edge on LinkedIn Tread Partners Quotable Moments:  “If every employee saves just 15 minutes a day, that's real money and real efficiency across hundreds of people.” “Ownership isn't just a title — it's a mindset that drives innovation from the tire tech to the C-suite.” “We're not teammates — we're employee-owners. And that changes how we think about the whole business.” “Do epic sh*t. Whether it's leading, marketing, or community building — go all in.” “Tires may not seem glamorous, but they touch every aspect of how society moves.” Action Steps:  Create a culture of ownership: Encourage every team member to identify ways they can improve efficiency daily. Use visual tools for sales enablement: Leverage video cards or segmented brochures for tailored B2B outreach. Build wealth locally: Adopt models that allow profits to return to employees and the communities they serve. Embrace marketing playfulness: Use creative, localized campaigns to connect with new markets despite brand name challenges. Lead with mantras: Choose a powerful phrase that reflects your culture and let it guide decision-making. Sponsor for this episode... This episode is brought to you by Tread Partners.  At Tread Partners, we provide digital marketing for multi-location tire dealers and auto repair shops.  By using our strategy, branding, and marketing services, we help shops sell more tires and put more cars in bays. We've helped companies like Action Gator Tire, Colony Tire and Service, and Ulmer's Auto Care Center bring extreme growth in paid leads, ROI, and searches.  So, what are you waiting for? Visit www.treadpartners.com or email info@treadpartners.com to learn more.

Blended
58 - Is A Re-Brand The Answer? The Face of ERGS in 2025

Blended

Play Episode Listen Later Jul 22, 2025 87:34


Is a re-brand the answer? The face of ERGs in 2025     Welcome back to Blended!   Today, we're re-visiting a popular topic from a previous show – ERGs.     We took a closer look at ERGs towards the end of 2024, and covered a lot of the basics – how they work, the challenges and opportunities, and the different responsibilities of leadership and teams in establishing, executing, and supporting ERGs.   But, since that episode, a lot has changed. The US has a new administration, and one that has made bold moves in the DEI space. Now ERGs, like many other initiatives, are under the microscope – despite the widely accepted benefits. And Lowe's, Ford and John Deere are just some of the high-profile names that have shared plans to scale back ERGs.   Meanwhile, others seem to be aiming for more of a re-brand. PR Week said that ‘in the age of aggressive anti-woke activism, companies are repackaging their ERGs to take a potential target off their backs while continuing to give their talent a sense of belonging and acceptance.'   So, what does that all really mean? Today's guests are going to be unpacking it for us today.     IN THIS EPISODE:   [01.20] Introductions to our Blended panelists.   ·       Amy – Senior Director of Network Supply Chain at UScellular   ·       Eric – Senior Technology Editor at Journal of Commerce    ·       Hady – Founder and CEO at Boldly Speaking LLC and author      Lori - President at Benson   [08.43] The group discuss what ERGs are, their purpose, and what they mean to them.     ·       Sense of belonging ·       Inclusion ·       Safe spaces ·       Authenticity ·       Community ·       Centered around employee engagement, eg. o   Professional development o   Events o   Community service o   Discussions around important topics  ·       Feeling seen/affirmed ·       Evolution ·       Having people to relate to ·       Fighting isolation ·       Issue with ERGs being under-resourced or under-messaged   ·       The challenges of allyship  ·       Builds culture ·       Talent development – helps develop leadership/managerial skills  ·       Learning/education ·       Insight into microaggressions and challenges     “They're like clubs for employees that share an identity… As a Latina in corporate America, ERGs are the spaces I've felt the most comfortable, the most at home. Sometimes, they were the only places I could really be myself.” Hady “There's a hesitance, even for people who want to be allies – you don't want to be imposing yourself in a space that's designed to make people feel comfortable… It's a challenge to know where you can participate and it's helpful, and where you step back.” Eric   [24.03] The panel explore the challenges and opportunities of allyship, and share their personal experiences.      ·       Balance ·       Respect   ·       Hady's experience of positive allyship ·       Collaboration ·       Intersectional allyship and ERGs ·       Making introductions/connections ·       Company size ·       Empathy ·       Lived experience ·       Blended families ·       Allies in specific functions ·       Keeping allies in the minority  ·       Intent ·       Hady's perspective on an individual running a Latinx ERG who was not Latin themselves   ·       Amy's experience of helping develop an ERG and grow a community as an ally       “I also serve as an ally, and know how uncomfortable it can be... I have to be mindful of how much space I occupy when I'm there, because that space is not for me… You're there to show support. Sometimes that means you speak up, and sometimes it just means you hold space for others.” Hady        [48.25] The group discuss how ERGs have evolved, what they look like today, and how organizations can access the support of people like Eric in light of allyship challenges.   ·       Hady's experience of how ERGs evolved over the years in the companies she worked for ·       Short-term goals and long-term plans for ERGs ·       Purpose ·       How companies can leverage ERGs to help understand/communicate with customers   ·       ERGs linked to current dismantling of DEI strategies   ·       Measuring impact ·       Equitable access ·       How engagement has changed ·       Eric's experience of volunteer groups at JOC ·       Investing in ERG leaders o   Payment/bonuses o   Rewards and recognition o   Career development/leadership training ·       ERG partnerships ·       How allies can help in a meaningful ways ·       Non-alienating language ·       Making things less corporate ·       Making things personal ·       Utilizing networks ·       Awareness ·       Stepping outside your comfort zone   “Are you just ticking a box for people, or are you arming them with the tools to work better with one another, and appreciate each other better?” Eric     “They've gone from informal support groups to strategic partners with the organization.” Lori “If your company has done away with DEI, make sure you're still giving your ERGs very explicit direction about their charter and goals. And if they don't have DEI objectives they're working towards, they need a new north star. That could be around belonging, culture, employee engagement – we still want to measure impact and see what the group is doing.” Hady “We've seen a lot of evolution… I joined a group where people weren't engaged, and it was a struggle for me… I ended up being the chair, we planned the first international women's day event, and we just built on it.” Amy “I want the outreach to be as plain spoken as possible, and let me know what my value to the group is rather than what I get out of it… No one is going to get involved in this if they're not the type of person who thinks they can be a difference maker, or they don't understand.” Eric     [01.22.12] The panel sum up their thoughts from today's discussion.    RESOURCES AND LINKS MENTIONED: You can connect with Amy, Eric, Hady and Lori over on LinkedIn. [LINK TO OTHER RELEVANT PODCAST EPS]

The Remarkable Leadership Podcast
Getting Back on Track - Thoughts from Kevin

The Remarkable Leadership Podcast

Play Episode Listen Later Jul 21, 2025 6:11


Have you ever felt off track—at work, at home, or just in life? You're not alone. In this episode of Remarkable TV, I'm sharing 8 practical, actionable ways you can get back on track and stay there. Whether you're overwhelmed, distracted, or just not feeling aligned with your goals, these strategies will help you course correct and move forward with clarity and confidence. We'll talk about how to: - Recognize when you're off track - Reconnect with your purpose - Eliminate distractions - Create momentum through micro targets and time blocks - And most importantly, replace shame with progress This episode isn't just about leadership—it's about self-leadership. Because if we can't get ourselves back on track, how can we expect to lead others effectively?

The Cost of Doing Business
Ep 79. From Mowing Lawns to Margin Mastery: Randall's Journey Into Hardscaping

The Cost of Doing Business

Play Episode Listen Later Jul 21, 2025 50:43


What happens when two buddies in small-town West Virginia go from mowing neighbors' lawns with a John Deere to running a thriving hardscaping company? In this episode, I sit down with Randall from M.R. Landscapes to unpack the raw, unfiltered story behind their evolution from maintenance to installs, how they battled seasonal cash flow nightmares, and the moment they realized hardscaping was their future. We talk about building a team, the pain of being stuck on the job instead of working on the business, and the power of budgeting, proposals, and communication in closing jobs fast. If you're a contractor trying to scale your business, navigate partnerships, or figure out when to finally hire that key crew member… this one's for you. Listen in for: Why being on the tools too long might be hurting your growth The danger of “bank account barometer” thinking How SynkedUP helped shift their margins and mindset And what it really takes to lead a team through the highs and lows This is the cost of doing business; and it's what they don't show you on Instagram. If you're interested in learning more about SynkedUP, check us out:  SynkedUP - Landscape Business Management Software https://synkedup.com/ Follow us on Instagram: @SynkedUP

The Nonprofit Show
Flight Paths for All: Breaking Down Barriers in Aviation

The Nonprofit Show

Play Episode Listen Later Jul 21, 2025 28:23


What if becoming a pilot wasn't a dream reserved for the few—but a real career path for young people in underserved communities? In this inspiring conversation, Dana Donati, CEO of Breaking Down Barriers.org, shares how their aviation nonprofit is rewriting the narrative on who gets to fly.Founded by former American Airlines CEO Doug Parker and his wife, Gwen, Breaking Down Barriers takes flight training and mentorship directly into Dallas communities where aviation has historically been out of reach. From first-grade classrooms to community colleges, Dana and her team spark interest in aviation careers early—well before the traditional fork-in-the-road moments of college or military service.Dana explains, “Becoming a pilot is expensive. So sometimes that automatically pushes out the group of people that have the skill, just don't have the financial means.” That's where Breaking Down Barriers steps in—with scholarships, mentorship, and ongoing support that go beyond one-time transactions. Students sign a promise on day one: not just to succeed, but to return and uplift others in their community.In a sector facing a massive talent gap, especially post-pandemic, this model isn't just feel-good—it's workforce development at its finest. Dana outlines how they rotate mentors every three months to give students exposure to multiple professionals and expand their aviation networks—replacing outdated “lifelong mentor” models with something more agile and sustainable.This conversation goes beyond aviation. It becomes a blueprint for how nonprofits can foster generational change by focusing on access, exposure, and reinvestment. From field trips to local airports to connecting aviation with brands kids already know—McDonald's, John Deere, Disney—Dana's team finds innovative ways to plant seeds of possibility.For nonprofits wrestling with how to reach and shape future professionals, Breaking Down Barriers offers more than a flight path—it offers a runway. 00:00:00 Welcome and Introduction 00:01:37 What Breaking Down Barriers Does 00:02:39 Addressing the Pilot Shortage 00:04:08 Aviation Career Pathways Beyond the Military 00:06:27 Identifying and Removing Career Barriers 00:07:58 The Cost Barrier and Financial Support 00:08:32 The Power of Mentorship and Networking 00:10:17 Rotating Mentors to Build Aviation Networks 00:11:47 Strategic Partnerships and Fundraising 00:14:21 Students Pledging to Give Back 00:16:19 Dana's Personal Aviation Origin Story 00:20:24 Capturing and Sharing Student Success Stories 00:22:54 The Role of Workforce Development in Education 00:24:53 How to Inspire Young Students Toward Aviation  #TheNonprofitShow #AviationAccess #FutureWorkforce Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Millennial Investing - The Investor’s Podcast Network
TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O'Malley & Daniel Mahncke

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jul 20, 2025 90:07


Shawn O'Malley and Daniel Mahnke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in nearly 90 million households. Roku is the gateway to streaming, and its devices have famously turned any TV into a Smart TV, but now Roku does much more than that. In this episode, you'll learn why the market has soured on Roku, how much its honeypot of first-party data could be worth, how Roku makes money for driving subscriptions to services like Disney+, how Roku is monetizing its uniquely positioned business, what has powered The Roku Channel's surge toward ad-supported streaming dominance, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 01:34 - How Roku is a unique combination of being like a streaming service, device manufacturer, and digital advertising exchange. 03:38 - Why Roku's financials look so poor and why the market has soured on Roku post-pandemic. 10:21 - How Roku has been able to sustain its massive market share over competitors like Amazon and Google in connected streaming. 21:24 - Why Roku's intrinsic value is so volatile given small changes in assumptions about its future. 23:21 - What makes Roku's founder/CEO so special. 51:07 - Why Roku may be sitting on a gold mine of digital real estate. 01:00:01 - The biggest competitive threats facing Roku. 01:08:20 - Whether Shawn and Daniel add Roku to their Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠ Business Breakdowns podcast on Roku. Roku's Q1 2025 shareholder letter. Jim Collins' book: Good to Great. CEO Anthony Wood on CNBC, discussing Roku's Q4 2024 results. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uber,⁠⁠Nike,⁠ ⁠Reddit,⁠ ⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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: ⁠Harvest Right⁠ Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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

Leap Forward
Smarter Baling: Tech-Driven Solutions from John Deere

Leap Forward

Play Episode Listen Later Jul 18, 2025 14:29


In this episode of Leap Forward with Riesterer & Schnell, we explore how John Deere is transforming the baling process with its 1 Series Round Balers. From real-time moisture and weight data to Weave Automation and the intuitive G5e Monitor, these machines are designed to deliver smarter, more efficient baling.Join us as we talk with experts from John Deere and Riesterer & Schnell about innovations like Bale Documentation, Weave Automation, and the John Deere Operations Center™—all aimed at helping producers reduce labor, improve consistency, and make better decisions in the field.Whether you're working with dry hay or silage, this episode is packed with insights to help you get the most out of every bale.➡️ Let's ConnectTikTokInstagramFacebookLinkedInTwitterWhy Riesterer & Schnell?Riesterer & Schnell, a progressive locally-owned John Deere dealership, has proudly been serving Wisconsin communities since 1931. Because you are committed to your land, we are determined to provide you with the very best in equipment and service. Our specialties are tractors, farm equipment, zero turns, riding lawn mowers, precision farming technology, parts and service.www.rands.com

RealAgriculture's Podcasts
Finding a fit for AI-powered weed-sensing technology

RealAgriculture's Podcasts

Play Episode Listen Later Jul 18, 2025 6:27


Todd Frey with Clean Field Services is running John Deere's See & Spray technology for the first time in 2025. The Drayton, Ont., based custom applicator is eager to see how the system, which uses boom-mounted cameras to identify weeds and target herbicide application, fits in Ontario's cropping system. "We hear a lot of stuff... Read More

The Remarkable Leadership Podcast
How Leaders Are Like Alarm Clocks - Thoughts from Kevin

The Remarkable Leadership Podcast

Play Episode Listen Later Jul 14, 2025 6:27


What do alarm clocks have to do with leadership? More than you might think. In this episode of Remarkable TV, Kevin Eikenberry explores the surprising (and insightful) ways that leaders are like alarm clocks—from time awareness and reliability to knowing when to speak and when to stay silent. This mash-up challenge will help you reflect on your leadership habits in a whole new way. Whether you're leading a team or developing your own skills, these comparisons offer practical reminders to lead more effectively. ✅ Want Kevin to mash up another pair of ideas? Leave a comment or email us at info@kevineikenberry.com with your suggestion!

Fringe Radio Network
Skyline-JACKED UP DAILY!

Fringe Radio Network

Play Episode Listen Later Jul 14, 2025 39:11


RE-RUNJohn Deere and Skylink-JACKED UP DAILYIn this episode, Tim plays audio of a video that discusses John Deere and Skylink and how it will change not just farming, but most occuputions of human jobs. Find out if your job is in jeoperdy of being taken over by AI? Here is the video link...https://youtu.be/uPFTxln4-og?si=V5OlQ5QDo5yd-LPJOur website is www.LetsGetJackedUp.com Welcome to Jacked Up Daily with Tim, Jack, Bobby, and Karen, a dynamic daily podcast on the Fringe Radio Network. Tune in Monday through Friday at 7 AM for conservative commentary, Bible prophecy, and insights from a modern American Christian perspective. Based in Fresno, California, in the heart of the Central Valley, Jacked Up Daily brings a unique West Coast viewpoint to everything from politics and social issues to fringe topics like aliens, ghosts, and the anti-Christ. Whether discussing the rapture, end times prophecy, or offering analysis on current events, this show is perfect for your morning drive. Catch the latest episode on FringeRadioNetwork.com and join us as we explore the mysteries of the world from a bold, Christian viewpoint. Don't miss a moment of this thought-provoking and engaging show, where no topic is off-limits!FringeRadioNetwork.com LetsGetJackedup.com  E-mail us at letsgetjackedup@gmail.comFollow us on X @LetsGetJackedUp  and Facebookgo to www.StrawHatPizza.com to order your pizza if you live in Clovis or Fresno Californiamusic for this episode was from Back to the 80'shttps://youtu.be/0QKQlf8r7ls?si=dOoU1o_-HRiNm0Pv 

Millennial Investing - The Investor’s Podcast Network
TIVP028: Estée Lauder (EL): Michael Burry's Big Bet w/ Daniel Mahncke & Shawn O'Malley

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jul 13, 2025 69:44


Daniel Mahncke and Shawn O'Malley take a closer look at Estée Lauder's turbulent turnaround, tracing the beauty giant's fall from pandemic favorite to contrarian play. After years of strong growth, the company was hit by an inventory pileup, the collapse of China's daigou shopping channel, and a broader slowdown in its most important market. In this episode, they explore whether the “Beauty Reimagined” strategy and the arrival of new CEO Stéphane de La Faverie can reignite growth through cost savings, better channel mix, and stronger appeal to younger consumers. Daniel and Shawn debate how realistic a turnaround is, whether the risk/reward resembles Nike's recent playbook, and what needs to go right for Estée Lauder to reclaim its former strength. They also touch on wider beauty industry trends, the role of R&D as a competitive moat, internal tensions within the Lauder family, and the growing strategic weight of China for global fashion and cosmetics brands. Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 05:29 - How Estée Lauder built the beauty giant 13:42 - Why Estée Lauder's business and stock fell so dramatically 27:22 - How Social Media and personal brands changed the beauty industry 14:03 - Why China played a major part in the company's rise and fall 42:23 - How the family drama caused a management crisis 46:26 - How Estée Lauder plans to rise to the industry's top again 55:08 - Whether Estée Lauder is attractively valued at its current levels 1:00:08 - Whether Shawn & Daniel add EL to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠ Book on Estée Lauder: The Company I Keep – My Life in Beauty. Estée Lauder's Investor Relations. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uber,Nike, Reddit, Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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.⁠ SPONSORSSupport our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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

Computer Talk Radio
Computer Talk Radio Broadcast 07-12-2025

Computer Talk Radio

Play Episode Listen Later Jul 12, 2025 90:02


This week's full broadcast of Computer Talk Radio includes - 00:00 - Nerd news for normal people - nVidia, Bitcoin, click to cancel, right to repair, AI, reviews - 11:00 - Robotics and automation - Dr Doreen Galli gives robotics and automation observations - 22:00 - Apple at a crossroads of success - Keith tells how he spots and favors quality smartphone apps - 31:00 - Marty Winston's Wisdom - Marty revisits the Ricoh projector with more insights - 39:00 - Scam Series - mysterious convos - Benjamin warns of scam message threads that drag on forever - 44:00 - Keske on SpaceX Starship - Steve and Benjamin ponder over ideas for getting to Mars - 56:00 - Skills all IT people need - Benjamin covers what IT skills are needed, from both sides - 1:07:00 - Listener Q&A - Nostalgia - Felix asks why nostalgia hits harder and faster than other things - 1:16:00 - IT Professional Series - 334 - Benjamin calls out the Amazon return to office as a fiasco - 1:24:00 - Listener Q&A - deleted files - Chloe asks Benjamin why deleted files in cloud don't register

Keep It Under 100
S.5 Ep.24 Rocket, John Deere & Mid Year Check In

Keep It Under 100

Play Episode Listen Later Jul 11, 2025 55:18


Slater and AJ are joined by Tim once again to recap and grade themselves on their annual goals at the mid way point. Recap the home town Rocket Classic, the John Deere and talk about the American hero Joey Chestnutt.Instagram/X/Thread: @100_keepitunderEmail: 100keepitunder@gmail.comlisten, rate, review, subscribe, follow, like, save, share, comment, DM, email and Keep It Under 100

Farm Equipment Podcast
Texas Flood Impact, Dealers Rank the Main Lines & Used Combine Update

Farm Equipment Podcast

Play Episode Listen Later Jul 11, 2025 8:42


In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at how the flooding in Texas will impact the ag industry and check in with some dealers in the region. In the Tech Corner, Noah Newman heads to the Flickner Innovation Farm in Moundridge, Kan., where John Deere dealer PrairieLand Partners is teaming up with local farmer Ray Flickner on a See & Spray Ultimate Trial. Also in this episode, Kubota Canada gets top scores from dealers in NAEDA's annual Dealer-Manufacturer Relations survey and used combine inventories are trending sideways.

Fore Play
Maverick, A Colonoscopy Report, & The Riggs Run of Matches

Fore Play

Play Episode Listen Later Jul 8, 2025 103:48


Maverick McNealy joins for the first time. We discuss reshaping his game to win on Tour, playing his first Masters week, and preparations for the upcoming links golf stretch. Before Mav, the crew talks 4th of July weekends, Frankie's colonoscopy, Riggs' run of YouTube golf matches including the highly-anticipated $25k match, Max Homa surging at the John Deere, and much more.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/foreplaypod

The Early Edge: A Daily SportsLine Betting Podcast
Golf DFS Preview - 2025 Scottish Open Picks, Strategy | The Early Wedge

The Early Edge: A Daily SportsLine Betting Podcast

Play Episode Listen Later Jul 8, 2025 45:52


Rick Gehman, Sia Nejad and Mike McClure preview the 2025 Genesis Scottish Open from a DFS perspective with picks, strategy and more for the Renaissance Club. (0:00) Intro + a very successful week at the John Deere (3:00) Course Breakdown: The Renaissance Club (9:00) 10k+ | Scottie Scheffler and a pair of past champions (14:05) 9k | A Who's Who of PGA Tour stars - could you start lineups here? (17:00) 8k | Corey Conners injury update + 10 more names in this range (26:15) 7k | Let's go searching for some diamonds in the rough among these 43 golfers (34:30) 6k | Let's take a walk down obscure DPWT lane #SportsBetting #Gambling #Betting #DraftKings #FantasySports #FantasyGolf #PGATour #PGADFS #ScottishOpen #EarlyWedge #EarlyWedge #golf

Shrink For The Shy Guy
The Hidden Dangers of People Pleasing

Shrink For The Shy Guy

Play Episode Listen Later Jul 8, 2025 20:34


Are you caught in the gentle current of people-pleasing? In this episode of Shrink for the Shy Guy, Dr. Aziz breaks down the hidden dangers of being “too nice”—how it shows up in everyday decisions, subtly steers your life off course, and costs you more than you realize. With real-life stories (including a surprising run-in with a John Deere salesman), Dr. Aziz shows how saying “yes” when you mean “no” drains your power—and how to reclaim it.

The 73rd Hole
Campbell Wins The John Deere!! July 4th Shenanigans!!

The 73rd Hole

Play Episode Listen Later Jul 8, 2025 68:46


Happy Fourth of July USA!! Brian Campbell Wins John Deere. Ryder Cup Update. Scottish Open Preview. LIV Andalucia Preview. MUCH MORE!!

Fishin' for Birdies
Ep 074: Patrick Gets Real about John Deere Finish

Fishin' for Birdies

Play Episode Listen Later Jul 8, 2025 36:08


Patrick pulls back the curtain on his thoughts leading to a costly double bogie on the last hole at the John Deere Classic, and his recent adoption of Aim Point. Sponsored by Goldenwest Credit Union. 

No Laying Up - Golf Podcast
1035: Tiering PGA Tour Courses + John Deere Recap

No Laying Up - Golf Podcast

Play Episode Listen Later Jul 7, 2025 131:44


Soly and TC break down Brian Campbell's playoff win and the rest of the action from the John Deere before we have some fun and rank PGA Tour courses via our personal custom tiers (29:00). We close the pod with some assorted news and notes and a quick interview with last week's winner in Detroit, Aldrich Potgieter (1:58:00), to talk swing speed, his recent technique tweaks, and winning his first tour event at the tender age of 20 years old. Join us in our support of the Evans Scholars Foundation: ⁠⁠⁠https://nolayingup.com/esf⁠⁠⁠ Support our sponsors: Titleist Rhoback The Stack Oars and Alps If you enjoyed this episode, consider joining⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Nest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: No Laying Up's community of avid golfers. Nest members help us maintain our light commercial interruptions (3 minutes of ads per 90 minutes of content) and receive access to exclusive content, discounts in the pro shop, and an annual member gift. It's a $90 annual membership, and you can sign up or learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠nolayingup.com/join⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to the No Laying Up Newsletter here: https://newsletter.nolayingup.com/ Subscribe to the No Laying Up Podcast channel here: https://www.youtube.com/@NoLayingUpPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

The Remarkable Leadership Podcast
Who Do You Admire? - Thoughts from Kevin

The Remarkable Leadership Podcast

Play Episode Listen Later Jul 7, 2025 4:09


Who do you admire—and more importantly, why? In this episode of Remarkable TV, Kevin Eikenberry explores how identifying and reflecting on those we admire can unlock personal growth, fuel inspiration, and guide us toward our own leadership potential.

Millennial Investing - The Investor’s Podcast Network
TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O'Malley & Daniel Mahncke

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jul 6, 2025 83:47


Shawn O'Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, among others. It's a powerful conglomerate built by one of the world's richest men, Bernard Arnault, known as the “wolf in cashmere” for his ruthless consolidation of power in the luxury industry. In this episode, you'll learn how Arnault built the LVMH empire, what makes “true luxury” so special and different from other types of businesses, the parallels between LVMH and Berkshire Hathaway, what the backbone of this conglomerate is, whether there's actually a backdoor way to buy LVMH shares at a 20% discount, whether the stock is currently fairly valued, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 15:57 - How Arnault got his start and took control of LVMH. 20:56 - What inspired Arnault to build a luxury conglomerate. 24:05 - How LVMH benefits from economies of scale. 30:31 - Which brands drive business the most. 51:59 - What factors matter most in luxury purchases. 56:07 - What are the most important markets for luxury goods? 01:00:59 - Whether the backdoor way to buy LVMH shares at a discount is too good to be true. 01:08:03 - Whether LVMH is fairly valued and whether it's added to the Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠ LVMH's rich history of tradition and desirability. Business Breakdowns' 2022 episode on LVMH. Acquired's podcast on LVMH. Financial Times' profile of Bernard Arnault. WSB645: The King of Luxury with Christian Billinger. WSB643: The Luxury Strategy with Christian Billinger. Bernard Arnault's 2024 interview with CNBC. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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: Harvest Right Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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

Millennial Investing - The Investor’s Podcast Network
TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O'Malley

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jun 29, 2025 100:41


Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what's changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber's cross-sell flywheel and Waymo partnership reinforce its moat; how Alphabet's latest earnings measure up against the growing threat of AI-native search; and why Reddit may succeed where Snapchat struggled, turning engagement into monetisation. You'll hear updates on Q1 earnings, commentary on management execution, and discussions on whether current valuations still offer upside or warrant trimming. They re-evaluate Airbnb's evolving strategy as it expands into services and experiences, break down Ulta Beauty's standout results, and revisit early convictions in new names like Nubank. They also debate the long-term outlook for consumer brands like Nike. Along the way, they reflect on where they've been right, where they've been early, and how to think about sizing, patience, and risk-reward in a concentrated portfolio. Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 03:14 - Why the Ulta Beauty position was being trimmed 17:47 - How Alphabet is holding up against AI competition 28:10 - Why Uber could benefit from autonomous vehicles 58:57 - How Airbnb overcomes regulatory hurdles and expands into experiences 1:06:17 - How Adobe used the AI revolution to strengthen its ecosystem 1:10:10 - Why Reddit might become more of a second Meta than a second Snapchat 1:20:46 - How Nike could overcome the recent headwinds 1:27:39 - Why initiating a position in Nubank is worth the risks *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠ Ulta Beauty: Check out the Podcast and Newsletter. Alphabet: Check the Podcast & Newsletter. Airbnb: Check the Podcast & Newsletter. Adobe: Check the Podcast & Newsletter. Reddit: Check the Podcast & Newsletter. Uber: Check the Podcast & Newsletter. Nike: Check the Podcast & Newsletter. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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: • ⁠Airbnb Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠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

Good Job, Brain!
293: Down On The Farm

Good Job, Brain!

Play Episode Listen Later Jun 26, 2025 61:09


We're Old MacDonalding up in here in our trivia-filled farm! Sure Westeros had The Wall, but in the Americas, we have The Screwworm Shield. And squeal for joy in Chris' kid lit segment. Unusual trademarks and the John Deere company, and take Karen's quiz about ~unusual~ farms. For advertising inquiries, please contact advertising@airwavemedia.com! Learn more about your ad choices. Visit megaphone.fm/adchoices