Podcast appearances and mentions of John Deere

Shawn O'Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson is no compounder, though. It's an okay business, at best, but Shawn and Daniel want to determine whether this often-overlooked stock is cheaply priced. In this episode, you'll learn how Smith & Wesson has navigated the volatile sales cycle in firearms, what factors can drive the biggest swings in firearms sales, whether Smith & Wesson's juicy dividend is sustainable, the biggest political and legal risks facing this company, what famous investor owns the stock, how Smith & Wesson shares can help an investor hedge societal disruptions, and whether Smith & Wesson is attractively valued on a normalized earnings basis plus so much more! Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:47 - The historic origins behind this company that predates the Civil War. 06:12 - Why “Sin” stocks can offer attractive returns from discounted valuations. 10:54 - What drives Smith & Wesson's business. 23:17 - How the company navigates a range of factors that can impact it, from regulation to litigation, that are largely beyond its control. 35:17 - How the company's relocation of its headquarters has added to its financial stress. 46:11 - The biggest challenges of investing in a “mean reversion” bet like Smith & Wesson. 01:01:15 - Whether Shawn & Daniel add SWBI to The Intrinsic Value Portfolio. 01:05:38 - Why Smith & Wesson may be a hedge against societal disruptions. 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.⁠⁠ 2022 Value Investors' Club Pitch of Smith & Wesson. Link to Smith & Wesson's 2024 annual filing. Chit Chat Stocks' coverage of Smith & Wesson Check out 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

Send us a textWhat happens when a doctor trades her stethoscope for a welding torch? Meet Maria Perle, founder of Spark Ops Metalworks, whose journey from medical professional to certified woman and minority-owned business leader proves the American Dream is alive and sparking.Under Maria's leadership, Spark Ops has positioned itself to excel across Entertainment, Aerospace, Automotive, Defense, and Construction industries, delivering precise, high-quality solutions for major clients including the Super Bowl, Fox Sports, Tesla, and John Deere. With comprehensive capabilities spanning welding, forming, metal stamping, laser cutting, and design, Maria's team consistently exceeds industry standards and client expectations.As a participant in the prestigious Green Bay Packers Mentor-Protégé Program, Maria reveals how mentorship has been crucial to scaling her WOSB and MBE-certified business. Her survival philosophy? "Focus on the outcome and the impact you're making—that will get you through the toughest moments." She also opens up about building an incredible internal culture that values every team member's contribution.If you're facing challenges in your small business or considering a major career pivot, Maria's story will inspire you to keep pushing forward.Learn more about Maria and Spark Ops Metalworks: https://www.sparkopsmetalworks.com/about-us

Send us a textToday we're talking to Jeff Rockhold, Equipment Manager at Stone Canyon Golf Club in Blue Springs, MO, and his son, Jacob Rockhold, CGCS, Director of Agronomy.Stone Canyon is a public 18-hole course with mostly John Deere and Toro equipment.After a long career in HVAC (and one too many crawl spaces), Jeff made the switch to turf when Jacob hired him on to mow fairways in a semi-retired gig. We talk about what Jeff has discovered in his second career, how turning wrenches on the course compares to HVAC work, what he enjoys about the golf industry, and how this father-son duo makes it work (at quitting time, roles go right back to normal)! Tweet us @ReelTurfTechs and @MTrentManning Email us at ReelTurfTechs@gmail.com Check out our YouTube Channel

We are covering a Farmer-led Field Day in Chinook, Montana – hosted by America's Conservation Ag Movement. Andy Lyon of ACAM tells us about the event, including what is ACAM and the importance of stewards. Ryan Lankford of Lankford Farms opened his doors for the event, and he talks about his 10,000-acre operation and what he hopes visitors take away from this gathering of producers. Patrick Wheeler is with Frontline Ag Solutions, a John Deere dealer. He talks about the importance of and developments in modern technology.See omnystudio.com/listener for privacy information.

Scott Berden from U.S. Sugar and Brad Rucks from Everglades Equipment Group.Scott leads the precision ag program for over 255,000 acres of production at U.S. Sugar, where the company grows sugarcane, citrus, and vegetables across five counties. He manages a fleet of 350+ precision-equipped vehicles and oversees everything from GPS land leveling to real-time logistics and RTK networks. His collaboration with Everglades Equipment Group and John Deere has helped U.S. Sugar remain at the forefront of ag tech, including new autonomous solutions, smart equipment, and farm-wide Wi-Fi.Brad, a veteran in the Integrated Solutions department at Everglades, works closely with producers of sugarcane and specialty crops. He brings his knowledge of John Deere's latest technologies — including JDLink, embedded efficiency tools, and landforming software — to help farmers get the most out of their machines. From optimizing fertilizer application to introducing automation, Brad ensures customers can compete and thrive in a rapidly evolving industry.Together, they unpack the power of strategic partnerships, the evolution of modern farming, and what lies ahead in the next 5 to 10 years — including autonomous tractors and smarter machine-to-machine communication. This is a can't-miss conversation for any grower, ag tech enthusiast, or agribusiness leader looking to better understand how scale, data, and innovation come together in the field.  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/

Monday – We discuss; Father's Day, Mount Dora Comedy Night, french fries, Sugar Gliders, staycations, pets and what type of kitten Jim should get. Brandon Kravitz on the big Magic trade, NBA Finals, PGA US Open and the Stanley Cup. Attorney Ray Traendly on the John Deere and the Right to Repair lawsuit plus, cooking and eating steak. Plus, JCS News, JCS Trivia & You Heard it Here First.

Are you willing to play the long game? In this episode of Remarkable TV and The Remarkable Leadership Podcast, Kevin Eikenberry explores why playing the long game is one of the most powerful habits leaders can develop—especially in a world dominated by instant gratification. He shares a compelling story and challenges us to lead with purpose, patience, and a focus on long-term results. You'll learn: - What it means to “play the long game” as a leader - Why short-term thinking limits your impact - How to align your goals with a broader purpose - How patience and perspective elevate leadership effectiveness If you're ready to make a lasting impact and lead with intention, this episode is for you.

1:30- Desmond Bane Trade 17:45- Could The Pels Target A Grizzlies Player 30:00- NBA Mock Draft 36:00- Ace Bailey At 7? #neworleanspelicans #pelicans #nba 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: / bootkreweme. . / thepelicansreport Follw Us On Tik Tok: / bootkrewemedia

Daniel Mahncke and Shawn O'Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world's leading-edge chip production, fabricating Apple's A- and M-series processors, Nvidia's AI GPUs, and virtually every 3nm part on the planet. In this episode, you'll learn how Morris Chang's radical bet rewired the semiconductor industry, why extreme scale and EUV mastery give TSMC a moat rival chipmakers can't cross, how its Arizona and Japan fabs fit into a strategy shaped by China-Taiwan tension, and how wafer volumes, node mix, and multi-billion-dollar capex translate into free-cash-flow and ROIIC. Daniel and Shawn also debate the right way to price the ever-present geopolitical “wipe-out” tail risk, and ask whether today's market price offers a margin of safety on what could be the most important company in the world. Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 07:39 - How TSMC evolved from a government-backed project to a trillion-dollar company 07:45 - How the semiconductor industry works 16:10 - Where TSMC's dominance comes from 31:27 - What moat protects TSMC's business 39:54 - What the competitive landscape looks like 43:55 - Where future growth is coming from 49:45 - How geopolitical risk is impacting TSMC 1:03:25 - Whether TSMC is attractively valued at its current levels 1:09:18 - Whether Shawn & Daniel add TSM 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.⁠ Interview with TSMC Founder Morris Chang Quartr's Overview of TSMC NZS Semiconductor Whitepaper Check out 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

The story of how John Deere came up with the first Steel Plow Original Air Date: July 24, 1951Host: Andrew RhynesShow: Western StoriesPhone: (707) 98 OTRDW (6-8739) Narrator:• Paul Shannon Exit music from: Roundup on the Prairie by Aaron Kenny https://bit.ly/3kTj0kK

The story of how John Deere came up with the first Steel Plow Original Air Date: July 24, 1951Host: Andrew RhynesShow: Western StoriesPhone: (707) 98 OTRDW (6-8739) Narrator:• Paul Shannon Exit music from: Roundup on the Prairie by Aaron Kenny https://bit.ly/3kTj0kK

Whether you have many acres or just a few, a compact utility tractor is a workhorse. Technology is available from John Deere for new and old tractors to help you keep up with maintenance. Learn more about its Smart Connector. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this powerhouse episode of Talk Dirt To Me, we sit down with West Tennessee farmers Keith and Daniel Wilder, a father-son team raising corn, soybeans, wheat, and cattle while holding strong to their farming roots and rodeo grit. Daniel shares his passion for rodeo, diving into the adrenaline-filled world of steer wrestling, while Keith reflects on his path from working for John Deere in Atlanta back to the family farm where his legacy began. We talk candidly about weathering the economic and environmental storms of modern agriculture, then shift gears to break down the popular ag documentaries Kiss the Ground and Common Ground. You'll hear honest takes on the pros, cons, and what these films get wrong (and right) about regenerative agriculture and the future of farming. We wrap it all up with our Made in America spotlight featuring Classic Ropes — a name trusted by real working cowboys. Agzaga is the official sponsor of Talk Dirt to Me! 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  If you enjoy this episode then please leave us a review and share this episode with your friends! Follow us on social media: Talk Dirt to Me Instagram: https://www.instagram.com/talkdirtpodcast/  Bobby Lee: Facebook- https://www.facebook.com/search/top?q=hurricane%20creek%20farms Instagram- https://www.instagram.com/hurricanecreekfarm/ YouTube- https://www.youtube.com/c/HurricaneCreekFarms Logan: Facebook- https://www.facebook.com/LHFarmsTN Instagram- https://www.instagram.com/lo.hanks/ YouTube- https://www.youtube.com/channel/UCqYpTjKQtOMABFOc2Aw3_Ow 

This week's episode covers Iowa's pipeline veto, a federal judge ruling John Deere must face an FTC lawsuit and we introduce Jacie Ambrose as our new intern! At the forefront of the news, Iowa Governor Reynolds vetoes a bill that would have limited eminent domain for carbon pipelines, igniting debate over landowner rights. John Deere faces an FTC lawsuit over right-to-repair restrictions and USDA budget cuts threaten conservation programs and staffing. Plus, international officials approve new vaccine standards aimed at controlling African Swine Fever and a possible HPAI prevention method is in the works. We're excited to welcome Jacie Ambrose as the newest intern at Ag News Daily! A Nebraska native and current student at the University of Nebraska Omaha, Jacie got her start in rural local radio, where she discovered a passion for agriculture and communications. In this episode, we sit down with Jacie to talk about her background, what drew her to ag media and what she's looking forward to during her time with us. Feel free to send Jacie story ideas at: jacie@agnewsdaily.com Stay connected with us for more agriculture content on Instagram, TikTok, Facebook, and YouTube, along with our weekly videos!

NOTED. (RELENTLESSLY)—When a company publishes a magazine, or at least an “editorial” product, for whatever reason, it is called custom publishing. I have a long editorial background in custom. And custom has a surprisingly long history itself.How long?John Deere started publishing The Furrow in 1895. The Michelin Star started as a form of custom content: what better way to sell tires to monied Parisians than by enticing them to take a drive to the countryside to try a great restaurant?Amex Publishing famously published Travel + Leisure among other titles for decades. That in-flight magazine you once enjoyed on your flight overseas? That, too, is custom publishing.Now, after some down years, custom publishing is leaning waaaaay into print again. Henrybuilt is an industry leader in designing and constructing well-built products and furnishings for the home. Henrybuilt is not, however, a company that you would think is screaming for a magazine.But the qualities that make a great magazine—attention to detail and craft, the curation of ideas, hard work—are the very qualities that have made Untapped, a “design journal that looks back to look forward.” Led by editor-in-chief Tiffany Jow, Untapped is a smart, well-designed magazine that avoids the pitfalls of most design journals in being free of jargon and thus accessible.With an enviable level of editorial freedom, Jow has created an editorial product that richly explores livable spaces and champions “ideas-driven work.” The result is a growing media entity across platforms independent of Henrybuilt while hewing closely to its brand. It's good stuff.—This episode is made possible by our friends at Freeport Press. A production of Magazeum LLC ©2021–2025

2:00 – Pelicans Moving Up to Pick 2? Discussion about the possibility and logic behind the Pelicans trading up to the No. 2 pick in the draft. Scenarios around who might be available at that spot and what it would cost. Team needs and front office motivations. 7:00 – Bryson Graham / Atlanta Hawks Moving Up Analysis of Assistant GM Bryson Graham's influence on the front office's strategy. Potential moves by the Atlanta Hawks and how their draft plans might intersect with the Pelicans'. 9:00 – Onyeka Okongwu to the Pels? Trade rumors or ideas involving Okongwu. Fit with the current Pelicans roster, potential cost, and upside. How this affects the frontcourt rotation. 16:00 – What Position on the Pels is Easily Fixable? Positional analysis: which roles/slots on the Pelicans are most easily addressed via draft, trade, or free agency. Depth vs. starter need discussion. 19:00 – Players' Trade Value Evaluating which current Pelicans players have the most/least trade value. Hypothetical trade scenarios. Balancing upside with salary and contracts. 23:00 – Bucks Picks Discussion of any Milwaukee Bucks picks the Pelicans own (via Jrue Holiday trade). How those picks fit into the bigger trade puzzle. Potential timing of using them. 31:00 – Herb Jones' Trade Value In-depth talk about Herb Jones as a trade asset. His defensive impact, salary, and potential interest around the league. Should the Pelicans consider moving him? 40:00 – You Still Have a Willie Green Problem Criticism or concerns about head coach Willie Green. How his coaching decisions affect player development and rotations. Is he the right coach for the team's current trajectory? 55:00 – Chat Questions Audience or live chat questions begin. Likely includes takes on draft, trade rumors, and roster moves. 1:03:00 – Players the Pels Have Worked Out Discussion of known draft workouts or visits. Connecting those workouts to possible pick targets. Positional and skill themes in who they're evaluating. 1:07:00 – Our Best Offer for the 2nd Pick Panel or host gives their ideal or most realistic trade package to move up to the No. 2 pick. Includes analysis of assets, risk/reward, and which player they'd be targeting with that pick. #neworleanspelicans #pelicans #nba 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

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 US/China Deal2:31 Drier Forecast, Iowa??5:14 USDA Report Tomorrow8:48 US/Mexico9:57 John Deere, Right to Repair Stuff

1:00- Intro 3:30- Bryson Graham 9:40- Pelicans Interested In Hawks Players? 25:00-Darius Garland Trade Ideas 42:25- Colin Sexton, John Collins 1:04:00- Bruce Brown 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   #neworleanspelicans #nba #pelicans

In this episode, we've got a true pioneer in the barn—Zach Johnson, better known as the Millennial Farmer. Zach's been at the forefront of sharing real, unfiltered farm life with the world, picking up a camera and showing millions exactly what goes down on his Minnesota family farm. In this special episode, hosts Tork and Sawyer dig into what inspired Zach to start documenting his journey, how social media has transformed agriculture, and the ups and downs of being both a farmer and a content creator.From sharing farm mishaps (like playing the “John Deere shuffle” before a blizzard) to the realities of family business, passing on the farm to the next generation, and tackling tough topics like sustainability, regulations, and public misconceptions about ag, this episode goes deep but keeps it real—with plenty of laughs along the way.We also sip some whiskey, talk about balancing work, family, and hobbies (dirt track racing, anyone?), and discuss why agriculture's biggest challenges also open up major opportunities. Whether you're a longtime follower of Zach or just looking for some real talk about life on the farm, you won't want to miss this conversation. Let's get into it!Shop Farmer Grade

Machinery Pete spotlights pair of upcoming farm auctions, June 21 in Lime Springs, IA and June 26 in Merrill, IA featuring extremely nice low hour equipment line ups. Pete also recalls June Auction memories of one of the most memorable sales he's ever covered, a June 28, 2014 collector auction in Bedford, IA featuring amazing vintage Allis Chalmers and John Deere tractors. Pete also has monthly update chat with Jack Lyon of Alex Lyon & Son Auction in Bridgeport, NY on latest in the heavy equipment auction world

Blame is easy—but it's also a barrier to your growth, your relationships, and your results. In this episode of Remarkable TV, Kevin Eikenberry shares a powerful mindset shift that can help you move from blame to ownership.  You'll learn: - Why blaming others holds you back as a leader - How language and perspective fuel blame - The ONE question you can ask to be more accountable and effective

Clinton Griffiths Hosts AgDay: The impact of the Big Beautiful Bill on agriculture and what it means for a future Farm Bill. Greenhouse growers in California embrace the next generation. Cattle continue to set new records as John Deere rolls out new forage harvesters. Machinery Pete checks combine prices and enjoy the sights and sounds of World Pork Expo.See omnystudio.com/listener for privacy information.

Shawn O'Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to millions across Latin America, with nearly 60% of Brazil's adult population using one of the company's products. Nubank's success is a true David vs.Goliath story, overcoming a powerful banking oligopoly in Brazil to provide more accessible and lower-fee digital banking services to the masses, who had long been neglected by traditional banks. In this episode, you'll learn how Nubank grew to become one of Latin America's largest companies with over 100 million users in just over a decade, how being a digital-first bank has given them huge operating cost advantages, why Nubank's unit economics are so attractive, what key metrics to focus on when evaluating a banking business, and whether Nubank is attractively valued given its incredible growth prospects, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 13:42 - Nubank's inspiring David vs. Goliath origin story. 19:17 - How Nubank's first credit card product spread like wildfire. 23:20 - Why the customer experience with Nubank is fundamentally different than with competitors. 25:00 - What makes David Velez such a special founder and CEO. 29:30 - How Nubank has used its low-cost moat to compound the advantages of its business structure and built customer loyalty by sharing those rewards with customers. 41:17 - Why Nubank's growth story may only be just starting. 01:20:14 - Whether Shawn & Daniel add NU 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. Nubank: Business Breakdowns Podcast. Is Nubank Disrupting Traditional Banking? Substack Article. Article on Nubank's late payments jumping. Aswath Damodaran's resources on equity & country risk premiums. Nubank's CEO on the Crucible Moments Podcast. Long-form investment thesis on NU. Check out 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

Reaction to the recently completed spring legislative session in Springfield from KJ Johnson with the Illinois Fertilizer & Chemical Association and Illinois Farm Bureau Director of Business & Regulatory Affairs Bill Bodine. Previewing the Classic Green Reunion, an event for John Deere collectors from across the country.  

Send us a textWe dive into the world of network cabling, answering 20 questions about Cat5e, Cat6, and Cat6A cables in a fast-paced, information-packed session to help you make better cable choices.• Cat5e vs Cat6: Cat6 offers more bandwidth (250MHz vs 100MHz) and headroom for future applications• Cat6 can handle 10Gbps up to 37-55 meters, while Cat6A supports 10Gbps to the full 100 meters• The "A" in Cat6A stands for augmented, doubling frequency from 250MHz to 500MHz• Shielded cabling is usually only needed in high-EMI environments and requires proper grounding • Use the "John Deere rule" – it's better to install higher category cable now than replace it later• Plenum-rated cable is required by code for air handling spaces but costs more• Never buy "copper-clad aluminum" (CCA) cable – it's unsafe and may void insurance• Cat8 is designed for data centers, not homes – Cat6A is sufficient for future-proofing residences• Professional installations should include certification testing as documentation Make sure you follow proper cable selection and installation practices to create reliable, future-ready networks that will serve your needs for years to come.Support the showKnowledge is power! Make sure to stop by the webpage to buy me a cup of coffee or support the show at https://linktr.ee/letstalkcabling . Also if you would like to be a guest on the show or have a topic for discussion send me an email at chuck@letstalkcabling.com Chuck Bowser RCDD TECH#CBRCDD #RCDD

Jon Chase VP of Marketing & Shared Services for John Deere's Agriculture & Turf Business in North America. Jon has had a fascinating career moving from engineering to management, and his thoughts on the agricultural sector, career management and leadership represent interesting insights and extraordinary wisdom, particularly for those starting out in their careers.

In an exclusive interview with Rod Walker of NOLA.Com, Joe Dumars says they will move forward with Zion Williamson as the face of the franchise. Rod Walker joins the show to talk about their one on one interview plus Willie Green remaining the Head Coach for the New Orleans Pelicans 2:20- Pelicans Response 4:55- Gayle Benson Response 5:50- Joe Dumars Interview 22:31- Rod Walker 50:22- Joe Interview 1:02:00- Willie Green 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 Blue Moon: “A beer this good only comes around once in a blue moon” 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: / bootkreweme. . / thepelicansreport Follw Us On Tik Tok: / bootkrewemedia

“What do Roseanne, a rogue tree branch, and a red cardinal have in common?In this laugh-out-loud episode of The Ben and Skin Show, the crew dives into a bizarre and unexpectedly hilarious tale involving Roseanne Barr, a runaway tractor, and a miraculous escape that includes flipping a tree off herself at age 72. But that's just the beginning.Join Ben Rogers, Jeff “Skin” Wade, Kevin “KT” Turner, and Krystina Ray as they spiral from Roseanne's Texas tractor trauma into:KT's own lawnmower disaster, complete with white smoke, oil overload, and a red cardinal that may or may not be a divine sign.A debate over tractor brands (John Deere vs. Kubota vs. Qdoba?!).This episode is a chaotic blend of rural survival, lawn care gone wrong, and unfiltered comedy that only this crew could deliver. Whether you're a tractor enthusiast, a fart connoisseur, or just here for the absurdity, this one's a must-listen.

How dose a company like John Deere preserve it's history? Listen as I talk with Neil Dahlstrom, author of Tractor Wars

"Turn it Up" is the theme for the 2025 Wisconsin State FFA Convention. Thousands of members will gather at the Alliant Energy Center in Madison. Jill Welke talks to WI State FFA President, Jescey Thompson, about planned convention highlights and the overall mood of the convention. Thompson says he was always raised to believe that "success breeds success", and thinks that's part of the energy members feel when they get together.Some severe weather could be making its way to Wisconsin today. Stu Muck focuses on some of the cells developing that could produce not only rain, but a thunderstorm. Tractor enthusiasts, especially those fond of John Deere, are getting ready to swarm the Washington County Fair Park and Conference Center mid-June. Pam Jahnke finds out about the history of the Classic Green Reunion from Sheila Everhart, executive director of the Wisconsin Agricultural Tourism Association. She's helping highlight the educational programs that are scheduled, as well as the unique combination of the county's dairy breakfast being held at the same facilities.Uncertainty that's been created over tariff's is again influencing the markets. John Heinberg, market advisor with Total Farm Marketing, joins Pam Jahnke to explain which commodities are feeling the pinch. He also highlights an inaccurate social media post that tanked cattle prices on Monday. The false report claimed screwworm had been located in the U.S. After the U.S. Department of Agriculture called out the inaccuracies, the market started to reset but is still at a discount this morning.See omnystudio.com/listener for privacy information.

Are you drowning in meetings? In this episode of Remarkable TV, Kevin Eikenberry explores a common leadership challenge: How many meetings are too many? The answer may not be a number—but a shift in mindset, purpose, and effectiveness. Discover: ✅ How to clarify your desired meeting outcome ✅ How to decide whether a meeting is truly necessary ✅ How to choose the right people for your meeting ✅ Tips to stay focused and finish strong ✅ Why meetings ARE part of your real work If you're tired of unproductive, time-wasting meetings, this episode is for you. Make your meetings more intentional, effective, and meaningful. My name is Kevin Eikenberry and I'm here to help you reach your goal as a leader and a human being with Remarkable TV and the Remarkable Leadership Podcast. I am also the Chief Potential Officer of The Kevin Eikenberry Group. We provide speaking, training, consulting, and coaching services to organizations who believe in investing in their most valuable assets – their people. Whether we are leading a training workshop, speaking to a group, facilitating a planning meeting, consulting with a leadership team, helping with team building, writing or developing products, our vision will be clear in everything we do – We want to be Your Leadership Help Button. Learn more about our offerings: ➡️ FREE NEWSLETTERs: Sign up for any of our newsletters: https://kevineikenberry.com/newsletters ➡️ LEADERSHIP WORKSHOPS: Sign up for any of our online workshops to help you become a better leader: https://kevineikenberry.com/store/?product_type=Workshops ➡️ SPEAKING: Learn more about our Speaking opportunities for your next event: https://kevineikenberry.com/how-we-can-help-speaking/  Connect with Kevin Eikenberry on Social Media:  https://kevineikenberry.com https://www.linkedin.com/in/kevineikenberry https://twitter.com/KevinEikenberry https://instagram.com/kevineikenberry https://www.facebook.com/KevinEikenberryFanPage/ About Kevin Eikenberry: Kevin Eikenberry is the Chief Potential Officer of the Kevin Eikenberry Group, a world expert on leadership development, best-selling author, sought-after speaker, popular blogger, husband and dad, a fan of Purdue athletics and antique tractors (especially John Deere's). About The Remarkable Leadership Podcast: The Remarkable Leadership Podcast with Kevin Eikenberry is dedicated to all things leadership. Twice a week Kevin shares his thoughts about leadership development and ideas to help you lead more confidently and make a bigger difference for those you lead. He also has weekly conversations with leadership experts discussing a wide range of topics including teamwork, organizational culture, facilitating change, personal and organizational development, human potential and more.  

2:20- Zion Williamson 11:30- Ridiculous Trades 14:15- Untouchables 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:   / bootkreweme.  . / thepelicansreport Follw Us On Tik Tok: / bootkrewemedia

Daniel Mahncke and Shawn O'Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that started as an online bookstore and ended up reshaping global commerce, cloud computing, and digital infrastructure. From innovating retail logistics to building the backbone of the internet through AWS, Amazon has changed the way the world shops and interacts with technology — and it's not slowing down.  In this episode, you'll learn how Amazon evolved from a retail disruptor into a multi-engine platform business, how AWS and advertising became its primary profit drivers, how the company is navigating massive AI investments and expanding into satellite internet with Project Kuiper, and whether the current valuation reflects the next leg of growth — plus plenty more along the way. Prefer to watch? Click ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 03:20 - How Bezos built Amazon and its Culture 13:32 - How Amazon's Flywheel works 18:46 - How Amazon built one of the largest Advertising businesses in the world 27:19 - What AWS is and what role it plays for Amazon 39:09 - The Dynamics of the e-commerce business and competition 43:44 - Whether Amazon Devices can turn into a success story after all 51:01 - What position Amazon is taking in AI 58:20 - What impact Kuiper could have on Amazon's business 1:08:46 - How Amazon performed in times of tariffs and immense capex spend 1:27:56 - Whether Amazon is attractively valued at its current levels 1:29:29 - Whether Shawn & Daniel add AMZN 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. The Investor's Podcast on Amazon's Story. Quartr's Overview of Amazon. The Shareholder Letters of Jeff Bezos. Clayton Christensen's The Innovator's Dilemma. Amazon CEO Andy Jassy Interview at the Harvard Business Review. Check out 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: • CFI Education • 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

Jon Ebert from the Precision Upgrades group at John Deere joins the podcast to talk about all of the new PUK offerings for model year 2026, why Godzilla vs. King Kong is a cinema masterpiece, and the importance of adding the lighting kit to every upgrade kit.   Jon Ebert - Product Management & Marketing Lead - John Deere Precision Upgrades Sam Paulson - Sales Specialist Manager Chris Horob - Precision Support Manager Sam Jensen - Precision Support Specialist

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture Hawaii is now pushing the climate agenda by placing a tax on tourists. Watch tourism drop off. Its all about taxing the people. Feds favorite inflation indicator shows that inflation has gone down. The Fed is now trapped, their plan has failed. They will try again. Appeals court has now allowed Trump to continue with the tariffs, China violated the tariffs agreement. The [DS] is playing their hand and they are showing the world what a real insurrection looks like. Trump is playing the long game, he knows the people must see it so the people move to remove those individuals that support the judicial coup. Trump is following the constitution and proving to the country that the [DS] is putting the country into a constitutional crisis. This is not about a band-aid fix, this is about reclaiming the government and taking the power back. The [DS] is beging destroyed. Economy https://twitter.com/TomFitton/status/1928227336010228155   Despite Tariff-flation Fearmongering, Fed's Favorite Inflation Indicator Tumbles To Four-Year Low The Fed's favorite inflation indicator - Core PCE - fell once again in April to its lowest since April 2021 at +2.5% YoY... Source: Bloomberg Services inflation is slowing rapidly... Source: Bloomberg Headline PCE fell to +2.1%...   Finally, for all the terror of tariffs in the soft survey data, spending continues to increase and incomes are growing strongly... ...it's gonna be hard for Powell to justify the 'pause' now. Source: zerohedge.com Core Inflation Falls To Lowest Rate In Four Years Compared with a year ago, prices are up just 2.1 percent. That just one-tenth above the two percent rate of inflation the Fed says it targets. In March, prices were up 2.3 percent from a year earlier. Core prices, a measure that excludes food and energy, also rose 0.1 percent. Over the past year, core prices are up 2.5 percent, the smallest year-over-year increase since March of 2021. Source: breitbart.com https://twitter.com/TrumpWarRoom/status/1928445800717168981 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/1928494968869380555 John Deere to Invest $20 Billion in America – New Assembly Lines, Factories, and US Steel  A major announcement from John Deere is giving more hope for a future with a prosperous economy. According to the company website, John Deere will invest $20 billion in the United States over the next decade, with hometowns where these investments will go seeing a projected $25 billion impact. Factories in Tennessee, North Carolina, Missouri, Iowa, and Illinois will see new expansions, new assembly lines, or new factories altogether. Additionally, the company boasted a majority of the raw steel used in these factories will be from the United States. A more specific breakdown showed new assemble lines in Waterloo, Iowa; an expansion to the factory in Greenville, Tennessee; a new excavator factory in Kernersville, North Carolina; a 60,000-square-foot expansion to the factory in Moline, Illinois; and a 120,000-square foot expansion in Missouri. John Deere included in their release that 75 percent of all products sol...

A BETTER-BUILT MAGAZINE—When a company publishes a magazine, or at least an “editorial” product, for whatever reason, it is called custom publishing. I have a long editorial background in custom. And custom has a surprisingly long history itself.How long?John Deere started publishing The Furrow in 1895. The Michelin Star started as a form of custom content: what better way to sell tires to monied Parisians than by enticing them to take a drive to the countryside to try a great restaurant?Amex Publishing famously published Travel + Leisure among other titles for decades. That in-flight magazine you once enjoyed on your flight overseas? That, too, is custom publishing.Now, after some down years, custom publishing is leaning waaaaay into print again. Henrybuilt is an industry leader in designing and constructing well-built products and furnishings for the home. Henrybuilt is not, however, a company that you would think is screaming for a magazine.But the qualities that make a great magazine—attention to detail and craft, the curation of ideas, hard work—are the very qualities that have made Untapped, a “design journal that looks back to look forward.” Led by editor-in-chief Tiffany Jow, Untapped is a smart, well-designed magazine that avoids the pitfalls of most design journals in being free of jargon and thus accessible.With an enviable level of editorial freedom, Jow has created an editorial product that richly explores livable spaces and champions “ideas-driven work.” The result is a growing media entity across platforms independent of Henrybuilt while hewing closely to its brand. It's good stuff.—This episode is made possible by our friends at Freeport Press. A production of Magazeum LLC ©2021–2025

In this week's Reporter Roundtable segment, we discuss how federal funding cuts will impact the Quad Cities and what's going on with big businesses in the area such as John Deere and Amazon. A local newspaper reporter has the latest. 

John Fawcett breaks down the biggest stories of the day, including the latest revelations about Jeffrey Epstein's case, the controversial handling of evidence by the FBI under James Comey, the implications of the newly surfaced video evidence and the ongoing investigations into Biden-era policies, Cory Booker's new book following his marathon Senate speech, Meta's antitrust trial, John Deere's significant investment in America, and the House Oversight Committee's inquiries into Joe Biden's health. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Leap Forward with Riesterer & Schnell, we're diving into the cutting edge of agricultural innovation with a spotlight on the John Deere Autonomous Tractor. Join us as we talk with Michael DeJong of DeJong Farms out of Edgar, Wisconsin, Beau Dvorachek, Strategic Solutions Manager, and Trevor Balthazor, Digital Specialist, about how autonomy is transforming the way we farm.From real-world field experiences to the technology driving this revolution, Michael shares insights on:How autonomous tractors are changing daily operationsThe benefits and challenges of adoptionWhat this means for the future of precision agricultureWhether you're a grower, ag tech enthusiast, or just curious about the future of farming, this episode is packed with valuable perspectives and practical takeaways.➡️ 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

John Deere enthusiasts and tractor lovers from around the globe are going to be headed to Washington County in June. Co-chair Dan Guden of Athens, WI invites you to the Classic Green Reunion June 12-14 at the Washington County Fair Park & Conference Center in West Bend. This family-friendly event will feature over 1,000 tractors, implements, engines, toys, and memorabilia exhibits. Admission will include access to the exhibits, working demonstrations, seminars, kids’ activities, and a daily tractor parade. Wisconsin's heritage will be on display with dairy farm tours, a June Dairy Breakfast, and a Friday night fish fry. Stephanie Hoff gives us the inside look.A little fog this morning but otherwise a pleasant Thursday according to Stu Muck. More sun and warmer temperatures are coming this weekend.School is about to conclude for the summer break statewide, but some of the programs that happen in those classrooms are a valuable part of the communities they live in. Charitee Seebecker talks with Christine Fossen-Rades, teacher at Menominee Indian School District. What started with students making tea has quietly grown into a much larger movement, one driven by a simple question and a strong desire to be more self-reliant. These students are taking the lead, planting the seeds—literally and figuratively—for a project that ties together culture, community, and sustainability. Rades shares more about how the project came together and what it means for the school and community.The bugs have returned to Wisconsin farm fields. A new website developed by UW-Extension researchers shows that armyworm and cutworm are infesting fields at a pretty high rate. Jordan Kampa, interim manager of the state's pesticide applicators program, says if you're treating those insects - be careful.U.S. dairy has gone from the doldrums to comfortable margins in a short period of time. Ryan Yonkman, vice president and co-founder of EverAg joins Pam Jahnke to discuss. Yonkman says while tariffs are still a discussion in the marketplace, dairy keeps making sales. Butter has had a particularly robust international play, which is unusual. See omnystudio.com/listener for privacy information.

Show Highlights: Root + Beta's niche marketing for John Deere dealer groups and scope of services. [03:35] Emerging trend of cross-border M&As in ag equipment. [07:38] Potential risks to customer retention during M&A branding. [15:43] Why failure to engage staff in the M&A process is a critical PR misstep. [19:57] How to plan and execute external and internal M&A communications. [23:39] Storytelling to create concurrent legacy and prospective customer buy-in. [27:32] Importance of employee training to navigate a reprioritized customer base. [31:02] The power of authenticity and highlighting differentiators—not overselling—in post-deal branding. [37:25] Learn more about Root + Beta at https://rootandbeta.com. To connect with Andrew Levenson on LinkedIn, visit https://www.linkedin.com/in/andrew-levenson/. If you are interested in connecting with Joe, go to LinkedIn: https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.  

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Trump Tariff Delay3:05 US Weather6:21 The Funds9:36 Cattle on Feed12:48 Deere and Drone Tech

There’s no question that loneliness has become a global epidemic and is now being recognized as the invisible illness of our day and age. And the sad reality is that it’s always the undiagnosed illnesses that are the most dangerous and deadly. Dr. Mark Mayfield defines loneliness as: “The state of being unseen or unnoticed—relationally, emotionally, mentally, physically, or spiritually. It’s marked by a deep sense of hopelessness.” And loneliness is more than just a feeling. It’s a disease pathway, meaning as loneliness increases, so do levels of anxiety, depression, substance use, and even suicide risk. According to a Cigna survey of over 20,000 adults: 54% felt no one truly knew them, 43% said their relationships didn’t feel meaningful, and 36% said they didn’t feel like they had anyone to turn to. Again, that’s not just concerning—it’s a crisis. Because no matter who you are, where you're from, or what you've been through, you were designed to be connected. For this reason as we are nearing the end of Mental Health Awareness Month, we are bringing on a very special guest who is an expert in human connection and leadership - Jordan Montgomery. Jordan is a USA Today bestselling author, renowned performance coach, and keynote speaker, trusted by elite business executives, sales teams, professional athletes, and entrepreneurs. Known for his dynamic presence and transformative insights, Jordan has shared the stage with countless luminaries such as Jon Gordon, John Maxwell, Angela Duckworth, and many others. Additionally, he and his wife, Ashley, lead Montgomery Companies, a powerhouse team of nationally recognized speakers and coaches. Whether in the boardroom or on the sports field, their team excels at helping leaders and teams reach peak performance. Their impressive client roster includes Fortune 500 companies like John Deere, Northwestern Mutual, and Principal Financial, as well as elite athletes, Olympians, and Super Bowl champions. In today’s conversation we will be discussing his most recent book, The Art of Encouragement, in order to help you more effectively lead with, serve, connect, and spread love with those you interact with. Jordan’s Website: https://www.montgomerycompanies.com/ Purchase Jordan’s Book, The Art of Encouragement - https://www.amazon.com/Art-Encouragement-Teams-Spread-Serve/dp/1394234473 Book Jordan to Speak: https://www.montgomerycompanies.com/speaking/ Listen to Jordan’s Podcast - Growth Over Goals - https://podcasts.apple.com/us/podcast/growth-over-goals/id1518666353 Discover more Christian podcasts at lifeaudio.com and inquire about advertising opportunities at lifeaudio.com/contact-us.

We're great at celebrating birthdays and personal milestones—but are we celebrating enough at work? In this episode, I explore why workplace celebrations matter and how we can make them more intentional and meaningful. I share questions you can ask yourself and your team to determine what's worth celebrating and how to do it in a way that reinforces your culture, motivates your people, and aligns with your organizational goals. Whether you lead a remote team, a hybrid team, or a traditional office-based one, you'll walk away with ideas to bring more purposeful recognition and joy into your workplace—without forced fun or awkward moments. My name is Kevin Eikenberry and I'm here to help you reach your goal as a leader and a human being with Remarkable TV and the Remarkable Leadership Podcast. I am also the Chief Potential Officer of The Kevin Eikenberry Group. We provide speaking, training, consulting, and coaching services to organizations who believe in investing in their most valuable assets – their people. Whether we are leading a training workshop, speaking to a group, facilitating a planning meeting, consulting with a leadership team, helping with team building, writing or developing products, our vision will be clear in everything we do – We want to be Your Leadership Help Button. Learn more about our offerings: ➡️ FREE NEWSLETTERs: Sign up for any of our newsletters: https://kevineikenberry.com/newsletters ➡️ LEADERSHIP WORKSHOPS: Sign up for any of our online workshops to help you become a better leader: https://kevineikenberry.com/store/?product_type=Workshops ➡️ SPEAKING: Learn more about our Speaking opportunities for your next event: https://kevineikenberry.com/how-we-can-help-speaking/  Connect with Kevin Eikenberry on Social Media:  https://kevineikenberry.com https://www.linkedin.com/in/kevineikenberry https://twitter.com/KevinEikenberry https://instagram.com/kevineikenberry https://www.facebook.com/KevinEikenberryFanPage/ About Kevin Eikenberry: Kevin Eikenberry is the Chief Potential Officer of the Kevin Eikenberry Group, a world expert on leadership development, best-selling author, sought-after speaker, popular blogger, husband and dad, a fan of Purdue athletics and antique tractors (especially John Deere's). About The Remarkable Leadership Podcast: The Remarkable Leadership Podcast with Kevin Eikenberry is dedicated to all things leadership. Twice a week Kevin shares his thoughts about leadership development and ideas to help you lead more confidently and make a bigger difference for those you lead. He also has weekly conversations with leadership experts discussing a wide range of topics including teamwork, organizational culture, facilitating change, personal and organizational development, human potential and more.   Leave a Review If you liked this conversation, we'd be thrilled if you'd let others know by leaving a review on Apple Podcasts. Here's a quick guide for posting a review. Review on Apple: https://remarkablepodcast.com/itunes    Join Our Community If you want to view our live podcast episodes, hear about new releases, or chat with others who enjoy this podcast join one of our communities below. Join the Facebook Group Join the LinkedIn Group  

In today's podcast Paul has a conversation with Brent Judisch. Brent and his wife farm near Waterloo, Iowa and he is also a full time salesperson for PK Midwest, a John Deere dealership with about 30 locations in the Midwest. We discuss his farming history and go over the trends for combines, tractors and sprayers.See omnystudio.com/listener for privacy information.

Today we are joined by Adam of Craievich Landscape Services (@CraievichLandscapeServices) for another #IAmaHardcaper episode. We talk about his startup in the industry through a Summer Job Program, beginning in maintenance and adding hardscape installation, his amazing John Deere inlays, and line item pricing.Sponsors:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cycle CPA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PatioSEO.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Knowledge Tree Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠How to Hardscape Headquarters

Shawn O'Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Amazon tries to pull merchants to its marketplace and to conform with its standardized shopping experience, while Shopify empowers merchants to manage their own websites that go direct-to-consumer. In this episode, you'll learn how Shopify started humbly as a snowboard website, what makes Shopify such a killer app, how Shopify and Amazon compete but also have found ways to strategically co-exist, why Shopify may have multiple moats working to its advantage, and whether Shopify is attractively valued given its compelling growth prospects, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠here⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 05:30 - Why the enterprise software market was ripe for disruption. 10:50 - Shopify's origin story as a simple snowboard website in Canada. 14:47 - How Shopify's value proposition differs from Amazon. 36:42 - Why Shopify abandoned its logistics business just one year after making a major acquisition. 42:42 - How Shopify has responded to Amazon encroaching on its turf. 01:01:38 - What to make of Shopify's share split and ownership structure. 01:12:28 - Why Shopify's growth story may only be just beginning. 01:16:32 - Whether Shawn & Daniel add SHOP 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. Business Breakdowns podcast on Shopify. Quartr's overview of Shopify. Clayton Christensen's The Innovator's Dilemma. Check out 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: CFI Education 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

The federal government is poised to open up an extra 112 million acres of land to cover what Agriculture Secretary Brooke Rollins labels an “emergency”. Tribes concerned about sacred places, wildlife habitat, and conservation complain they were left out of the decision-making process to get here. And while there's potentially opportunities for tribes that look to logging for economic development, many worry about how the expedited federal push will affect the market for timber. We'll talk with experts from the timber industry about balancing production, land management, and economics.

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe gas prices hit the lowest memorial day mark in four years, the prices will continue to drop. John Deere will be opening a plant in the US. Trump trapped the D's and Rinos and he has all the leverage, planned a long time ago. The parallel economy is building. The [DS] took the bait, Trump had allowed the [DS] to overthrow the US Gov, the installed a puppet government, now the [DS] is trying to separate themselves from Biden, but what they are doing is showing the D's they lied and Biden wasn't running the country. They are now trapped. This issue will be forced up to the SC, fraud vitiates everything. Did Trump just reveal the plan?   Economy https://twitter.com/ElectionWiz/status/1925165923163378152 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/charliekirk11/status/1925212562221879377  Trump set the Ds/Rinos up a longtime ago, he could have put the expiration date during Biden's term, why did he make the expiration date on Dec 31,2025, it exposes the RINOS and  he needed leverage. https://twitter.com/BreitbartNews/status/1924926073097089041?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1924926073097089041%7Ctwgr%5E8870abcb198d4432dd53c081f22209fa9626fe17%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.breitbart.com%2Ft%2Fassets%2Fhtml%2Ftweet-4.html1924926073097089041 The bipartisan bill will create a tax deduction of up to $25,000 for cash tips reported to employers by workers for withholding purposes on payroll taxes, with a cap on the salary for eligible workers at $160,000 annually, the report makes  The bill senators passed now goes to the House, where Republicans have been seeking to include a version of the proposal in their sweeping party-line package for Trump's agenda. “Whether it passes free-standing or as part of the bigger bill, one way or another, ‘No Tax on Tips' is going to become law and give real relief to hard-working Americans,” Cruz said on the floor. Political/Rights https://twitter.com/deluxe_pepe/status/1925185056462479497 Wicked Obama Judge Threatens CRIMINAL SANCTIONS on Trump Officials, Orders Admin to Maintain Custody of Child R*pists and Murderers Allegedly Deported to South Sudan – Trump DHS Responds with FIRE (VIDEO)  Obama judge is so determined to force the Trump Administration to keep the worst possible illegal aliens in America that he is willing to criminally sanction officials who violate his outrageous order.   Per Natalie Winters, here are some of the monsters and their respective crimes. Some have been convicted of murder and r*ping inncoent children. Would Murphy want one of these men as his neighbor?                 Source: thegatewaypundit.com https://twitter.com/nicksortor/status/1925197730223145088 US Attorney's New Program Sidesteps California's Sanctuary Laws Shielding Illegals From ICE In what could be a game changer for the Trump administration's deportation efforts, the U.S. Attorney's Office for California's Central District and federal partners launched a program to “neutralize California's sanctuary state policy.” Operation Guardian Angel,

Daniel Mahncke and Shawn O'Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn't issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries. Whether you're tapping your card for a coffee, shopping online, or sending money abroad, there's a good chance Visa is taking a small slice behind the scenes. Visa is to the global economy what highways are to cars — an essential infrastructure layer that makes modern commerce move. In this episode, you'll learn how Visa evolved from a consortium of banks to a dominant public company, how it defends its massive competitive moat, where growth will come from beyond traditional card payments, whether emerging technologies like account-to-account payments pose a real threat, how to think about Visa's valuation, plus so much more! Prefer to watch? Click ⁠⁠⁠here⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 03:04 - How Visa's business model works and how it earns money from transactions17:49 - Why every player in the payment process needs Visa26:54 - Visa's origin story and how BofA's BankAmericard changed banking forever55:36 - Where Visa's growth will come from in the future47:50 -  What are Visa's Value Added Services and New Flows57:44 - Why Visa's Moat is so impenetrable1:01:31 - Who are Visa's competitors and what are the overarching risks1:10:07 - Whether Visa is attractively valued at current levels1:19:10 - Whether Shawn & Daniel add V 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. Visa's latest Annual Report. Book to understand Payments: The Pay Off. The Acquired Podcast on Visa. Visa Investor Day 2025 Presentation. Check out 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: • CFI Education • ⁠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