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Iván Chvedine, responsable de la cartera Iberia de la gestora, visita Tu Dinero Nunca Duerme. La Bolsa española ha sido una de las grandes estrellas en los mercados financieros de este 2025 que está a punto de terminar. El Ibex 35 ronda el 45 y 50% de subida. Lo que ha disparado el optimismo de los inversores. Pero no todos lo han hecho igual. La mayoría ha sacado un sobresaliente; pero unos pocos están cerca de la Matrícula de Honor. Con uno de ellos, Iván Chvedine, responsable de la cartera Iberia de Cobas AM, hablamos este domingo en Tu Dinero Nunca Duerme. Y sí, ha sido un gran año, pero Chvedine sigue siendo optimista de cara al futuro: "Obviamente, si la cartera sube un 50%, el potencial de revalorización se reduce. Pero sigue en el 80%", asegura: "Hemos hecho cierta rotación. Por ejemplo, con la revalorización de Técnicas Reunidas, vendimos una parte y subimos Sacyr o Meliá. El proceso suele ser gradual". En este contexto, qué explica lo ocurrido (no es tan normal que una bolsa de un país rico se revalorice un 50% en doce meses) y cómo podemos afrontar lo que viene: "Hay que ir un poco a la macro de España. El PIB está creciendo, gracias a la inmigración. Gran parte de la subida del Ibex se explica por los bancos. E Indra, que ha multiplicado por tres. Nosotros hemos logrado este 50% sin tener bancos y teniendo durante muy poco tiempo, Indra. Una reflexión sobre por qué ha subido Indra: porque creemos que vamos a crear un campeón nacional de Defensa, pero eso tarda años y ya sabemos cómo funcionan las compañías con mucha participación del Gobierno", nos explica: "¿El mercado está caro? Sí, pero sigue habiendo compañías baratas. Y hay que arremangarse. La bolsa española está a un múltiplo de 15, pero nuestra cartera está en 9, sólo con llegar a los múltiplos medios tenemos gran potencial de revalorización".
We're counting down the top 5 episodes of 2025. Coming in at #5, is Adrian Meli from Eagle Capital. It's a fun, nuanced exploration of applying the most sophisticated tools of hedge fund investing to long only public equities. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
En nuestra portada de hoy, nombramos las claves internacionales más importantes del día. Entrevista geopolítica con Miguel Ángel Melián, analista Internacional y consultor de Asuntos Públicos. Después, repasamos los protagonistas del día en Wall Street. Por último, hacemos análisis de Wall Street con Javier González, Founder en Excella Capital. .
En la segunda hora del programa de hoy, repasamos las claves internacionales más importantes del día. Después, en nuestra tertulia global analizamos los puntos geopolíticos más importantes con Moisés Ruiz, profesor en la universidad europea y experto en liderazgo y comunicación y Miguel Ángel Melián, analista Internacional y consultor de Asuntos Públicos. Por último, hacemos análisis de mercados con Javier González, Founder en Excella Capital.
Bill Brewster, host of The Business Brew, joins us for a candid conversation about the mental toll of stock picking and his evolution from "cigar butt" value investing to quality compounders. We dive deep into his sharp criticism of Disney CEO Bob Iger, debate whether Berkshire Hathaway is facing a "conglomerate discount" after its recent management shakeup, and discuss why sometimes the best investing strategy is simply admitting you might be the "dumbest person in the room."00:24 Introducing the Guest: Bill Brewster00:50 Bill's Investment Philosophy04:05 Frameworks vs. Rules in Investing06:59 Evolving as an Investor11:01 David Gardner's Influence18:18 Goals vs. Incentives in Investing24:03 Building a Robust Investing Framework24:27 Traits of Quality Enterprises26:18 Economic Moats and Management Insights27:45 Disney's Leadership and Strategic Shifts32:58 Berkshire Hathaway's Future LeadershipCompanies mentioned: BN, BRK.B, CLPT, COST, DIS, FAST, GIS, JPM, MCD, MELI, NFLX, OLN, OXY, PM, SHOP, WBD, WMT*****************************************Check out The Business Brew: https://www.thebusinessbrew.com/*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
There's only one way to end the year - with our annual portfolio review and awards ceremony!
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En el capítulo 1.005 de este jueves, 11 de diciembre, Francisco Aldaya te comenta el resultado de la primera colocación de deuda en dólares del gobierno de Milei con el análisis de Pedro Siaba Serrate de PPI, el acuerdo de MercadoLibre para incorporar robots humanoides y los comentarios de Galperin sobre la competencia china, y la decisión de la Fed de recortar tasas por tercera vez consecutiva. Además, Mariano Espina con todo sobre la política argentina en #RecintosDelPoder.
En nuestra portada de hoy, nombramos las claves internacionales más importantes del día. Entrevista geopolítica con Miguel Ángel Melián, analista Internacional y consultor de Asuntos Públicos. Después, repasamos los protagonistas del día en Wall Street. Por último, hacemos análisis de Wall Street con Marc Ribes, cofundador de Blackbird.
It's time to grade our 2025 predictions (spoiler: we were mostly wrong) and make some reckless new calls for 2026. We debate whether Oracle or Alphabet will be the next mega-cap winner, if Tesla's full self-driving ambitions will crash the stock, and why Strategy might be the single most dangerous stock to own next year. Plus, we ask the big question: Will the market finally crash in 2026, or is the AI bubble just getting started?00:16 Reckless Predictions and Accountability00:34 Catching Up After the Holidays01:42 Reviewing Last Year's Predictions06:03 Stock Picks for 202511:10 Stocks to Avoid in 202520:46 Reflecting on Housing Market Predictions24:30 S&P 500 Prediction Review25:16 New Predictions for 202626:35 Oracle's Market Potential27:29 Alphabet's AI Advantage28:43 ASML and GE Aerospace Predictions31:55 Kinsale Capital and Stock Picks34:29 Stocks to Avoid in 202640:31 Reckless Predictions for 2026Companies mentioned: AAPL, ASML, BRK.B, DFH, ENPH, GE, GOOGL, GRBK, INTC, KNSL, LLY, LEN, MELI, META, MSFT, MSTR, MTH, NVDA, ORCL, PHM, PLTR, TREX, TSLA, WMT*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
TW: Explizite Gewaltdarstellung, Gewalt an Kindern, postpartale Depression In dieser Folge tauchen Meli und Phuxi tief ein in einen der erschütterndsten Fälle der US-Kriminalgeschichte: Andrea Yates, die fünffache Mutter, die im Jahr 2001 ihre Kinder ertränkte – überzeugt davon, sie vor etwas weitaus Schlimmerem bewahren zu müssen. War es Wahnsinn? Paranoide Angst? Fanatische Überzeugung? Oder ein tragisches Zusammenspiel aus psychischer Erkrankung, gesellschaftlichem Druck und fatalen Fehlentscheidungen im Gesundheitssystem? Phuxi zeichnet den Weg nach, der zu dieser unvorstellbaren Tat führte: von schweren postpartalen Depressionen über religiös aufgeladene Wahnvorstellungen bis hin zu Momenten, in denen alle Warnsignale übersehen wurden. Dabei beleuchten sie nicht nur die Tat selbst, sondern auch den aufsehenerregenden Prozess, die medizinischen Hintergründe und die Frage, ob dieser Fall anders hätte enden können. Euch gefällt unser Podcast und ihr wollt uns unterstützen? Dann gebt uns gerne einen Kaffee aus: ko-fi.com/tellmemordpodcast Folgt uns gerne auch auf Instagram (@tellmemordpodcast) für mehr Content zu den Fällen! +++ Alle Infos zu unseren Werbepartnern & Rabattcodes unter: https://linktr.ee/tellmemordpodcast
Telepathy, a crazy school principal and Danny Devito come together to create this epic 90s classic that we break down in this episode, as our Sagittarius season movie.Listen in for:memorable movie clips and songs (of which the rights we do not own, but merely use for educational and entertainment purposes!)our interpretations of zodiac energy in Matilda, Mr. Wormwood, and of course, Miss Trunchbull, to name a fewa couple of release charts and a story about good ol' Blockbusterand more!Enjoy, and stay curious!--LINKS from this episode:Our 2026 Guide to Uranus and Neptune - free!Meli's full podcast interview on Here for the Truth with Joel & Yerasimos--Ready to look at charts in the most beautiful and functional way? Look no further than → LUNA Cloud Astrology Software ← this link saves you 10%, or enter STAYCURIOUS on the signup page.Explore our first full season (Episodes 1-50) to explore our living astrological library!Follow us on → InstagramSign up for our weekly newsletter → HERE!Drop us some love in the form of a 5-star review and follow. :)
It's payday once again, and you know what that means - it's time to put some money into our Stocks and Shares ISAs, and make some investments.If you enjoyed this episode, please leave us a 5 ⭐️ rating & a review. As a smaller podcast, it would really help us to reach more people. Thank you!
DOWNLOAD "THE POWER OF TOO MUCH," our FREE modern-day grimoire that helps you reclaim your intensity, your magic, and your voice: https://babephilosophy.com
En la segunda hora del programa de hoy, repasamos las claves internacionales más importantes del día. Después, en nuestra tertulia global analizamos los puntos geopolíticos más importantes con Miguel Ángel Melián, analista Internacional y consultor de Asuntos Públicos y Armando Jiménez San Vicente, CEO de la Consultora Alamo Solutions y profesor Universidad Francisco de Vitoria . Por último, hacemos análisis de mercados con Javier Etcheverry, chairman de GBO Madrid. Inversor profesional y analista de mercados.
Luke Lloyd sees “a very bullish start to 2026” and lays out the catalysts he sees for the market. Luke also expects Bitcoin to roar back to $100K before year-end, and $150K-$200K in the next few years, with the million-dollar mark in a decade. He has owned Circle (CRCL) and Bullish (BLSH) as adjacent plays. However, he thinks most other crypto coins will wash out. Luke also likes Oracle (ORCL), Take-Two Interactive (TTWO), Blue Owl Capital (OWL), and MercadoLibre (MELI).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
An Interstellar object called 3I Atlas made its way into our solar system in July 2025, and has been making both astronomical and astrological headlines. Inspired by a deep research rabbithole into the energies of 2026's astrology, Meli was overtaken by so much information around this 3I Atlas, that you'll hear all about in this episode, and:the difference between 3I Atlas and 3i Atlaswhat 3I Atlas has to do with the astrology of 2026energy and transits to look forward to going into 2026the philosophy behind critical thinking and creating our belief systems, and what a giant comet hurtling thru space has to do with it...some astronomical facts about 3Ia couple of chartsour longest outro everand sooo much more!Enjoy, and stay curious!--LINKS from this episode:Our 2026 Guide to Uranus and Neptune - free!Meli's full 2026 forecast on Here for the Truth with Joel & Yerasimos--Ready to look at charts in the most beautiful and functional way? Look no further than → LUNA Cloud Astrology Software ← this link saves you 10%, or enter STAYCURIOUS on the signup page.Explore our first full season (Episodes 1-50) to explore our living astrological library!Follow us on → InstagramDrop us some love in the form of a 5-star review and follow. :)
DOWNLOAD "THE POWER OF TOO MUCH," our FREE modern-day grimoire that helps you reclaim your intensity, your magic, and your voice: https://babephilosophy.com
In dieser Folge spreche ich mit Meli von der Solawi Mülheim – Gärtnerin, Mitgründerin und Herz des Projekts. Ihr Weg führte sie ursprünglich über die Soziologie und einen möglichen Promotionsweg. Doch während der Pandemie entdeckte sie ihre Leidenschaft für nachhaltige Landwirtschaft, Gemeinschaft und echte Gestaltungsspielräume. Heute ist sie Teil eines wachsenden Solawi-Teams und erzählt im Interview offen über den Alltag auf dem Acker, die Herausforderungen der Gründung und warum Mut oft wichtiger ist als ein fertiger Plan. In dieser Folge erfährst du, wie eine Solawi funktioniert: Finanzierung, Gemeinschaft, Anbauplanung und Helferstunden. Meli erzählt uns, welche Herausfordeurngen der Alltag zwischen Regen, Sonne, Frost und Organisationsarbeit bereithält. Und wir sprechen darüber, warum Selbstausbeutung und Fremdausbeutung zwei sehr unterschiedliche Dinge sind.
En el capítulo 997 de este lunes, 1 de diciembre, Francisco Aldaya te comenta cuáles son los desafíos para el Gobierno entrando en 2026, qué dijeron el actual y el próximo CEO de $MELI en una entrevista y qué esperar de las acciones de bancos argentinos. Además, Juan Pablo Álvarez con todo sobre los bonos en #LaFija con Emilio Botto, de Mills Capital Group.
In dieser Folge besuchen Jenny und Malte das INNSiDE by Meliá Bangkok Sukhumvit – ein helles, modernes Cityhotel mit Rooftop-Pool, 360-Grad-Sky-Lobby und bester Lage mitten im quirligen Sukhumvit-Distrikt. Perfekt für alle, die Bangkok stylish und stressfrei entdecken wollen.
In this episode, we sit down with astrologer and psychological guide Meli Neubek for a grounded, insightful exploration of how astrology can deepen self-understanding and offer a clearer lens on the collective shifts unfolding as we approach 2026. Meli shares her personal journey into astrology, how she blends evolutionary and psychological frameworks, and why self-inquiry, intuition, and agency matter more than ever in times of rapid change. Together we unpack the major planetary movements shaping the coming years, the importance of staying curious rather than fatalistic, and how each of us can navigate emerging cycles with clarity, responsibility, and authenticity.Time Stamps(00:00) Episode Teaser(00:32) Opening Conversation(07:12) Introducing Meli Neubek(10:08) Meli's Journey and Personal Growth(24:57) Why Meli Resonates with Astrology(38:53) The Whole Sign House System(39:40) Different Astrological Perspectives(40:42) Integrating Astrological Knowledge(42:19) Astrology and Human Experience(48:57) 2026 Astrology Reading(53:50) Pluto's Transition from Capricorn to Aquarius(01:09:44) Neptune Entering Aries: Dreams into Reality(01:14:41) Uranus Moving into Gemini: Shocking the System(01:16:29) FAA Disruptions (Uranus in Gemini)(01:17:32) Historical Context of Uranus in Gemini(01:18:34) Future Predictions and Technological Advancements(01:20:14) Uranus and Pluto: Historical Impacts(01:24:19) Nervous System Overload and Practical Advice(01:26:02) Astrological Insights for 1981-1982 Births(01:27:20) Summary of 2026 Astrological Events(01:36:03) Yerasimos' Astrological Reading(01:41:27) Joel's Astrological Reading(01:50:02) Closing ThoughtsGuest LinksDownload Meli's 2026 Guide to Neptune + UranusCelestial Curiosities PodcastBook a reading with Melihttps://www.instagram.com/melineubekConnect with UsJoin our membership Friends of the TruthRise Above The Herd Take the Real AF Test NowDiscover Your Truth Seeker ArchetypeWatch all our episodesConnect with us on TelegramFollow us on InstagramAccess all our links
TW: Explizite Gewaltdarstellung, Gewalt an Minderjährigen, Satanismus Sommer 1984, Northport, New York. Vier Teenager, ein Wald, Drogen – und ein Mord, der eine ganze Kleinstadt in Panik versetzt. Als der 17-jährige Ricky Kasso seinen Freund Gary Lauwers brutal tötet, spricht jeder von Teufelsanbetung, Drogen und Satanismus. Doch was steckt wirklich hinter dem sogenannten „Satanmord von Northport“? War es ein Ritual, ein Wahn – oder einfach nur ein tragischer Ausbruch von Gewalt in einer orientierungslosen Jugendkultur? In dieser Folge erzählt Meli euch die Geschichte eines Falls, der in den 80ern eine moralische Panikwelle auslöste und bis heute Fragen nach Schuld, Einfluss und Mythos aufwirft. Euch gefällt unser Podcast und ihr wollt uns unterstützen? Dann gebt uns gerne einen Kaffee aus: ko-fi.com/tellmemordpodcast Folgt uns gerne auch auf Instagram (@tellmemordpodcast) für mehr Content zu den Fällen! +++ Alle Infos zu unseren Werbepartnern & Rabattcodes unter: https://linktr.ee/tellmemordpodcast
Some of the biggest mistakes investors make aren't the stocks they buy - they're the ones they sell. In today's episode of Motley Fool Money, host Emily Flippen is joined by Fool analysts Jason Hall and Jeff Santoro to look back at some of The Motley Fool's most painful sell decisions, from Netflix and beyond. They dig into: Why selling is so emotionally tempting and is often the biggest mistake for retail investors How a single 5, 10, or 100-bagger can offset other losers How to build a framework to help investors hold onto winners without holding everything forever Companies discussed: NFLX, SE, FLSR, CMG, GRMN, RCL, MELI, ISRG, TGT, WMT Host: Emily Flippen, Jason Hall, Jeff SantoroProducer: Anand ChokkaveluEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
DOWNLOAD "THE POWER OF TOO MUCH," our FREE modern-day grimoire that helps you reclaim your intensity, your magic, and your voice: https://babephilosophy.com
DOWNLOAD "THE POWER OF TOO MUCH," our FREE modern-day grimoire that helps you reclaim your intensity, your magic, and your voice: https://babephilosophy.com
From Diwali's lights in India to a “spiffy-drop” on Netflix, this Mailbag travels widely and thinks deeply. A listener celebrates the Rule Breaker habit of lighting candles, not fanning flames, while others ask how to “Add Up, Don't Double Down” in practice, what makes a business cyclical, and how to think about price momentum. Plus, a 67-year-old Fool goes all-in, a Boilermaker misses Investor Island, and a Brit reminds us that some “periods of time” are best left to translation. Sign up for The Motley Fool's Breakfast News here: www.fool.com/breakfastnews Order David's Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Companies mentioned: AMZN, CRWD, MELI, META, NFLX, NVDA, RKLB, SHOP, TOST Host: David Gardner Producer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
What if the clothes you wear could change someone's life?In this episode, I sit down with Meli Alness, founder of Freedom Fibers, a slow-fashion brand that creates clothing free from exploitation at every step. Her mission is to design zero-waste garments that honor both people and the planet while empowering women in India to rebuild their lives through meaningful, dignified work.We talk about how Meli transformed pain into purpose after a life-changing brain injury, the incredible stories of the women behind her brand, and why your purchasing choices hold far more power than you think.☑️ The truth behind the fast fashion industry and how it quietly exploits 98% of garment workers☑️ How repurposed saris and zero-waste design create beauty, sustainability, and purpose☑️ The link between self-worth and what we wear, and how to shop with soulEvery thread tells a story. Tune in and discover how conscious fashion can transform lives, including your own.If this episode inspired you, be sure to subscribe, leave a review, and share it with a friend who believes in doing business for good.Episode Highlights00:00 Welcome and Introduction01:00 Meet Meli Alness of Freedom Fibers03:00 The mission behind ethical and zero-waste fashion09:00 God's calling and the birth of Freedom Fibers18:00 The women changing their lives through sewing28:00 Fashion as self-expression and self-worth38:00 The cost of fast fashion and the power of conscious choice44:00 Final reflections and how to support Freedom FibersMore About MeliMeli is an artist, designer, visionary and entrepreneur. She is Founder and CEO of Freedom Fibers, a slow fashion brand that prioritizes people over production, providing conscious consumers with clothing and accessories that are free from exploitation at every step.Shop: https://freedomfibers.orgInstagram: https://istagram.com/freedom_fibersHOW I CAN SUPPORT YOU:
DOWNLOAD "THE POWER OF TOO MUCH," our FREE modern-day grimoire that helps you reclaim your intensity, your magic, and your voice: https://babephilosophy.com
DOWNLOAD "THE POWER OF TOO MUCH," our FREE modern-day grimoire that helps you reclaim your intensity, your magic, and your voice: https://babephilosophy.com
DOWNLOAD "THE POWER OF TOO MUCH," our FREE modern-day grimoire that helps you reclaim your intensity, your magic, and your voice: https://babephilosophy.com
Every stock tells a story. This week we gather around the campfire for five fresh tales—from silicon driving the AI era to supply-chain software that keeps retail humming, from a Latin American marketplace that became a fintech/logistics flywheel to a spicy franchiser scaling flavor by the bucket… and a legendary spiffy-pop that still makes us smile. Expect lessons in patience, optionality, moats—and why a single day can sometimes pay back an entire cost basis. Companies Discussed: AMD, AQNT, MANH, MELI, WING, Sign up for The Motley Fool's Breakfast News here:www.fool.com/breakfastnews Order David's Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David Gardner Guests: Sanmeet Deo, Asit Sharma, David Meier, Andy Cross Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
Join my 90-Day Profitability Roadmap for Yoga Teachers webinar–so you create income without confusion and burnout: https://www.brettlarkin.com/live-90day/ How do you run a thriving yoga business and stay energetically aligned? In this episode, I talk with Uplifted 300-Hour graduate Meli De Los Santos—a spiritual business mentor and AI-savvy yogi—about how tools like AI and funnels can actually amplify your authenticity instead of replacing it. We explore how to bring chakra wisdom into your marketing, overcome tech resistance, and streamline your systems to stay focused on what really matters: connection, clarity, and growth. You'll learn:
In this episode, we will look into how 22 U.S. states may already be in a recession and what it could mean for you. Today's Stocks & Topics: Copart, Inc. (CPRT), Market Wrap, The Progressive Corporation (PGR), Recession by ZIP Code: Why 22 States Are Already Feeling the Downturn, Where to Invest?, Trailing Stops, Fair Isaac Corporation (FICO), Emerging Markets, Atlassian Corporation (TEAM), Bank of America Corporation (BAC), JPMorgan Chase & Co. (JPM), Mercado Libre, Inc. (MELI).Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
Today is that day—once every two years—when this podcast goes back to basics and we restate and recommit to the eternal verities David sees in business, in investing, and in Rule Breaker Investing. So put down those oars, join us aboard our sailboat, and let the winds guide you back toward these valuable core beliefs. Whether you're well steeped in Foolishness or at the beginning stages of your investing journey, these are nine foundational truths not to be forgotten. Stocks Mentioned: AMZN, GOOG, HUBS, ISRG, MELI, MRNA, NFLX, PFE, SBUX Sign up for The Motley Fool's Breakfast News here:www.fool.com/breakfastnews Order David's Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David Gardner Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
In the October livestream, Jeff and Jason discuss the challenges of trimming stocks amid rapid gains, the temptation of big winners, QuantumScape's potential, and managing personal investment decisions to maximize long-term gains.04:32 Market Trends and Economic Uncertainty08:40 Stock Talk: QuantumScape and Investment Strategies29:13 Ducati's Quantum Leap29:36 Corning Partnership Boosts Stock30:26 Investor Concerns and Market Reactions31:53 Speculative Investments and Market Sentiment35:06 Strategies for Managing High-Performing Stocks38:07 Balancing Portfolio and Trimming PositionsCompanies mentioned: MELI, NVDA, QS, SHOP, SOFI, WINA*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is opening a new front in the battle for your credit score and Berkshire Hathaway puts its massive cash pile to use. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - OpenAI becomes a $500 billion company with staggering growth projections - Berkshire Hathaway acquires Occidental Petroleum's chemical division - Fair Isaac Corporation upends the credit score market - The market's performance during and after government shutdowns - Stocks on their radar Companies discussed: FRMI, DLR, ORCL, BRK.A, BRK.b, OXY, FICO, EXPN, EFX, TRU, UPST, MELI, ETSY, CW Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
TW: Explizite Gewaltdarstellung, Vergewaltigung Ein Traumstrand, türkisfarbenes Wasser, Partynächte unter Palmen - Koh Tao gilt als Paradies für Backpacker. Doch im September 2014 wird die Idylle der thailändischen Insel brutal zerstört: Die britischen Touristen Hannah Witheridge und David Miller werden tot am Strand aufgefunden. Was zunächst wie ein Raubüberfall aussieht, entwickelt sich schnell zu einem internationalen Skandal. Fragwürdige Ermittlungsmethoden, widersprüchliche Aussagen und ein Prozess, der weltweit Empörung auslöst – der „Koh-Tao-Fall“ erschüttert nicht nur Thailand, sondern die gesamte internationale Öffentlichkeit. Meli nimmt euch mit an den Tatort im Inselparadies und erzählt von einem der rätselhaftesten und umstrittensten Mordfälle Südostasiens. Was meint ihr: Wurden die wahren Täter gefunden?
Claudio Meli, Virtuoso's Hotelier of the Year and General Manager of THE PLACE Firenze, shares how he redefines luxury by connecting guests to the city's artisans and cultural heritage. In this conversation, he explains the creation of The Place of Wonders, a foundation that supports Florence's craftspeople while offering travelers rare access to workshops normally closed to the public. Meli also discusses the broader impact on community, sustainability, and overtourism, showing how longer, more engaged stays benefit both guests and locals. Hospitality leaders will find lessons here in creating unique, purpose-driven experiences that cannot be replicated anywhere else.You may also enjoy:DJ to "Hotelier of the Year": Meet Claudio MeliNo Check-Ins: Redefining Luxury with "Sartorial Hospitality" - Claudio Meli, THE PLACE Firenze A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands
In this episode, Virtuoso's Hotelier of the Year for 2025, Claudio Meli, General Manager of The Place Firenze, shares why true luxury begins at arrival, how "sartorial hospitality" creates unforgettable experiences, and what hospitality leaders everywhere can learn from rethinking the guest journey from the ground up. A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands
In this episode, we get to know Virtuoso's "Hotelier of the Year" for 2025, Claudio Meli, General Manager of THE PLACE Firenze. A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands
Jason and Jeff respond to listener questions on stock-based compensation, restaurant industry investments, and recent market dynamics related to the Trade Desk, while sharing their insights on various investing strategies and market trends.00:37 Listener Questions and Engagement02:58 Quarterly Earnings Debate17:32 YouTube Comments and Trade Desk Discussion23:27 Market Sentiment and Trade Desk Analysis23:48 Ad Tech Industry Dynamics26:08 Stock Valuation and Future Prospects30:25 Stock-Based Compensation Discussion38:44 Investing in Restaurant Stocks47:45 Spam Comment of the MonthCompanies mentioned: AMZN, ASAN, CAVA, CFLT, CMG, CPNG, CRWD, MCD, MELI, MSFT, SBUX, SE, TTD, XYZ*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
Jason and Jeff interview David Gardner, co-founder of The Motley Fool, to talk about his new book 'Rule Breaker Investing,' investing philosophies, and a friendly stock-picking competition.00:48 Welcoming David Gardner01:27 David's Early Investing Journey03:24 The Rule Breaker Philosophy08:52 The Importance of Holding19:30 Valuation and Intangibles33:16 Misunderstandings of Rule Breaker Investing37:23 Reflecting on Stock Picks and Surprises37:48 The Humility in Investing38:27 Lessons from Stock Picking41:42 The Value of Direct Stock Buying43:11 Fun with Stock Picking Games43:55 Introducing the Smattering Six46:06 Stock Picking Contest01:04:06 The Importance of Long-Term InvestingCompanies mentioned: AMZN, AX, CPNG, MELI, NVDA, PCOR, TBBB, TMDX, WRBYCheck out David's new book: https://www.rulebreakerinvesting.com/*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
Adrian Meli is the co-CIO of Eagle Capital Management, a 36-year-old firm that manages $34 billion using a style-agnostic, long-only strategy. Adrian joined Eagle in 2008 from the hedge fund world and has helped build a team almost entirely comprised of analysts with similar DNA. Our conversation covers Adrian's early passion for finding value, path to investing, and transition from the hedge fund world to long-only at Eagle. We discuss Adrian's rationale for moving towards long-only, building a team of similar-minded analysts, finding a right to win, seeing around corners to identify outliers and research non-consensus ideas, and constructing a portfolio. Along the way, we discuss overcoming the challenges of active management, the growing inefficiencies in the public markets, and exciting current and potentially future opportunities. From our sponsor, Morningstar Embrace the global language of investment data Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
This is Matt Reustle. Today we are breaking down the Latam e-commerce Giant, Mercado Libre. My guest is Daniel Wu of Bristlemoon Capital. I was introduced to MELI about 15 years ago when it was still the eBay of Latam, and similar to a place that you revisit after a long time away, MELI looks a lot different than those early days. Just consider that with a $120 billion market cap, MELI is three times the size of eBay today and has clearly evolved since those early days. Daniel walks us through the business as it stands today. And how MELI paired this Amazon-like e-commerce approach with a complementary but equally impressive FinTech business to fuel the company. It's an incredibly interesting road to success. Please enjoy this Breakdown of Mercado Libre. Read the Bristlemoon Research on Mercado Libre For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns(00:01:20) Founding Story and Early Challenges(00:03:31) Evolution and IPO(00:04:41) Regional Dynamics and Tailwinds(00:09:13) Business Model Breakdown(00:12:40) Commerce Segment Deep Dive(00:15:24) Competitive Landscape and Market Share(00:25:14) Logistics and Fulfillment Expansion(00:29:39) Advertising and Future Growth Levers(00:32:39) Meli Plus Membership Benefits(00:34:34) Transition to FinTech: Mercado Pago(00:39:14) Credit Business Overview(00:43:38) Managing Credit Risk(00:52:24) Financial Performance and Growth Drivers(00:54:08) Operating Margins and Reinvestment Strategy(00:57:39) Risks and Challenges(01:02:48) Leadership and Company Culture(01:05:47) General Lessons for Investors
Buenos días, soy Yoani Sánchez y en el "cafecito informativo" de este viernes 5 de septiembre de 2025 toco estos temas: - Los medicamentos del mercado negro, riesgosos pero extendidos - Meliá e Iberostar en un "callejón sin salida" en Cuba - Cuba borra del Mundial de Atletismo a la triplista Davisleydi Velazco - 'El Condominio' en el Teatro Trail de Miami Gracias por compartir este "cafecito informativo" y te espero para el programa del lunes. Los enlaces de hoy, para abrirlos desde la Isla se debe usar un proxy o un VPN para evadir la censura: Ocho años de cárcel por drogas en un juicio ejemplarizante para un joven de 18 https://www.14ymedio.com/cuba/ocho-anos-carcel-drogas-juicio_1_1117685.html EE UU acusa a doce personas de contrabando de inmigrantes cubanos y fraude de asilo https://www.14ymedio.com/internacional/ee-uu-acusa-doce-personas_1_1117672.html Fallece un niño de cinco años en Santiago de Cuba después de ingerir un medicamento caducado https://www.14ymedio.com/cuba/fallece-nino-cinco-anos-santiago_1_1117647.html Cuba borra del Mundial de Atletismo a la triplista Davisleydi Velazco por emigrar en 2023 a EE UU https://www.14ymedio.com/deportes/cuba-borra-mundial-atletismo-triplista_1_1117664.html La prensa española destaca que Meliá e Iberostar están en un "callejón sin salida" en Cuba https://www.14ymedio.com/cuba/prensa-espanola-destaca-melia-e_1_1117661.html Diez días después del atropello mortal en La Habana, la Fiscalía imputa al ex policía italiano Mario Pontolillo https://www.14ymedio.com/cuba/diez-dias-despues-atropello-mortal_1_1117668.html Edición impresa del 5 de septiembre de 2025 https://www.14ymedio.com/blogs/edicion-impresa-de-14ymedio/edicion-impresa-5-septiembre-2025_132_1117686.html Díaz-Canel promete a China un "mejor entorno empresarial" en Cuba, como lo hizo con Vietnam https://www.14ymedio.com/cuba/diaz-canel-promete-china-mejor_1_1117656.html 'El Condominio' en el Teatro Trail de Miami https://www.14ymedio.com/cartelera/condominio-teatro-trail-miami_1_1117679.html
We're launching a new series—10 Years Later—where we open a time capsule, revisit a 5-Stock Sampler on its 10th birthday, and see what really happened. First up is our original (9/2/2015) sampler, 5 Stocks for the Next 5 Years: a motley mix that spanned Latin American e-commerce, rural convenience, blockbuster gaming, frontline cybersecurity, and kitchen-tech roll-ups. Longtime Fool Rick Munarriz joins as David's sidekick to share the what, why, and when of these stocks' march through the decade. How did each of these stocks do? How about the sampler's overall outperformance? David & Rick extract the key lessons. Rule Breaker Investing isn't just about keeping score; it's about learning how (and why) we win. Companies Discussed: ATVI, CASY, GOOG (legacy of FEYE/MNDT), MELI, MIDD Sign up for The Motley Fool's Breakfast News here: www.fool.com/breakfastnews Pre-order David's upcoming Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David GardnerGuest: Rick MunarrizProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
It's never too late to make the right investing decision. Today on Motley Fool Money, Rick Munarriz, with analysts Tim Beyers and Jason Hall dig into a document database developer and a cybersecurity leader that they believe can keep beating the market. There's also a short-form look at three long-term opportunities with an improv game that has a stock market bent. They unpack: - A stock that soared 44% last week, but can keep moving higher in the long run. - A cybersecurity leader that has bounced back after a whopper of a blunder last summer. - The bullish case for three stocks, one point at a time. Companies discussed: MDB, CRWD, S, MELI, DUOL, WRBY Host: Rick Munarriz, Tim Beyers, Jason Hall Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
From overvalued stocks to outsized returns, some capital compounders keep breaking the mold. Today on Motley Fool Money, Emily Flippen, with analysts Sanmeet Deo and Jason Hall, dig into four market beaters and ask: can the flywheels keep spinning? They unpack: - Earnings from old-school winners Axon and MercadoLibre, including how they turned skeptics into believers with consistent execution - Results from new-school contenders Hims & Hers and Palantir, both of which face high levels of scrutiny despite strong performance - Tariff math that matters and where pricing power may blunt cost headwinds Companies discussed: MELI, AXON, HIMS, PLTR, ZBRA Host: Emily Flippen, Sanmeet Deo, Jason Hall Producer: Anand Chokkavelu Engineer: Dan Boyd, Natasha Hall Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices