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Boeing's (BA) comeback story continues to fly higher after Melius Research upgraded the stock to buy, citing leadership changes and its Pentagon contract as catalysts. Melius and BofA also downgraded Lockheed Martin (LMT) as the firms see limited upside compared to Boeing. After FedEx (FDX) hit 52-week lows Friday, Jefferies upgraded the company to buy. Diane King Hall shows what's driving this morning's price action.======== 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
Anthem: "Beautiful Savior" Arr. F. Melius Christiansen The South Church Chancel Choir Director, Organist, and Pianist: Frank R. Zilinyi
In this episode of The Cannabis Diversity Report, host Tahir Johnson explores the intersection of hip hop, cannabis, and politics with a stellar lineup of guests: Havoc of Mobb Deep, entrepreneur Shiest Bubz, and Shana Melius, a recent Congressional candidate for New Jersey's 10th District. The discussion begins with each guest sharing their favorite weed songs, delving into how cannabis culture has influenced the music scene. Havoc reflects on the role of cannabis in shaping the gritty, authentic sound of Mobb Deep, while Shiest Bubz talks about how cannabis has become a cornerstone of hip hop entrepreneurship. Shana Melius, who recently ran for Congress and is the co-founder of March For Equity, adds a critical political perspective. She emphasizes the importance of voting and political engagement, especially for communities affected by cannabis legislation. The conversation also touches on how cannabis has become a catalyst for political activism, influencing legislative reforms and driving social justice movements. This episode offers a rich discussion on how cannabis intersects with music, business, and politics, making it essential listening for those interested in the cultural and political dimensions of cannabis. --- Support this podcast: https://podcasters.spotify.com/pod/show/cannabisdiversity/support
Earnings from Norfolk Southern, Boston Beer, Deckers, Dexcom and more. Melius's Ben Reitzes breaks down OpenAI's SearchGPT news and what it means for Google, plus how he is thinking about the software sector right now and what could be the next catalyst for AI stocks. Morgan Stanley Global Chief Economist on the macro environment and next week's Fed decision. Anu Duggal is the founding partner of Female Founders Fund; she walks us through what she is telling founders in the current market and why only 2% of VC dollars went to women founders in 2023. Plus, Jefferies analyst Sheila Kahyaoglu on the move higher in defense stocks.
Stocks bounced back in a big way to end the week, with the Dow and S&P 500 setting intraday record highs. Envestnet's Dana D'Auria and CFRA's Sam Stovall break down the market action. Our Leslie Picker on the bank earnings so far. Goldman Sachs' portfolio manager Greg Tuorto on top picks in small caps. Needham's Laura Martin on what to expect when Netflix reports next week. Plus, Melius' Ben Reitzes and Roth's Rohit Kulkarni break down what is moving beneath the surface in tech stocks.
The Nasdaq and S&P 500 notched their third straight positive weeks; Unlimited Funds' Bob Elliott and Cantor Fitzgerald's Eric Johnston break down their top trades. Olaulu Aganga, Mercer US CIO, on the playbook for the second half. Ben Reitzes, Melius analyst, on why he's upping his Nvidia price target again, despite the stock's decline this week. TD Cowen's Riu Baral on Sarepta Therapeutics' huge move on FDA's expanded use approval for its DMD drug. Plus, a cyberattack is forcing car dealerships back to old-fashioned pen and paper.
Nvidia posted a down session after news of antitrust lawsuits against the chip giant being mulled by the government; the stock is splitting 10-1 after close tomorrow. Melius analyst Ben Reitzes breaks down what the flurry of headlines mean for investors. Earnings from Vail Resorts, Docusign and Samsara. Morgan Stanley Global Chief Economist Seth Carpenter on the major moves this week from central banks and what it means for the Fed next week. Plus, Procore CEO Tooey Courtemanche, who heads a construction management software company, on what he is seeing in the labor market and his fellow software sector.
Du lundi au jeudi de 16h00 à 18h00 et le vendredi de 16h00 à 17h30.
Les lundis et mardis à 9h avec Mélissa Sonel-Edouard.
It was a losing week for the major averages after a late-day slide in afternoon trading today. Envestnet Co-CIO Dana D'Aurio and Wells Fargo's Tracie McMillion break down the market action and what's ahead. Melius' Ben Reitzes calls AMD “Nvidia-Mini.” He lays out the bull case. Samsara CEO Sanjit Biswas talks the company latest quarter and how its AI strategy. Professor Jay Ritter, Mr. IPO, on if Reddit might signal a reopening of the IPO window. Plus, JPMorgan Chase Head of Global Research Joyce Chang on her global outlook.
Stocks taking a breather after Fridays record close as investors await more key inflation data later this week. Jefferies tech analyst Brent Thill reacts to earnings from Workday and Unity Software, which he calls a "disaster". Alphabet shares getting hit by problems with its Gemini AI model. Melius' Head of Technology Research Ben Reitzes says the stock is looking cheap, but that doesn't mean investors should buy it. And Former Toys 'R Us CEO Gerald Storch on what earnings from Macy's, Lowe's and Urban Outfitters on Tuesday will say about the state of consumer spending.
Record closes for the Dow, S&P 500 and Nasdaq-100 as markets shake off a wall of worry. BD8 Capital's Barbara Doran and Franklin Templeton Fixed Income CIO break down how stocks can power higher in the weeks ahead. Melius' Ben Reitzes on Apple's Vision Pro. Citi Global Head of Healthcare, Consumer & Retail Chuck Adams on the dealmaking outlook for those sectors.
"As a kitten, I want to go up on that tire. I don't know where it's going or anything like that, but why can't I go up there? It looks like a fun ride, right?" This episode features Nancy Melius who played Rumpleteazer on the US National Tour 4 of CATS. Hear Nancy talk about her auditions before booking the show, how each dance movement has a specific meaning, and how she interpreted the relationship for Mungojerrie and Rumpleteazer. Plus, Nancy shares crazy stories about how their bus and theater caught on fire on tour. Produced by: Alan Seales & Broadway Podcast Network Social Media: @TheWrongCatDied Learn more about your ad choices. Visit megaphone.fm/adchoices
Major rally in stocks today as well S&P sector closed higher. iCapital's Anastasia Amoroso and Wells Fargo's Sameer Samana break down the market action and the week ahead. Morgan sits down with Commerce Secretary Gina Raimondo in an exclusive interview after President Biden signed the first AI executive order. Earnings from Pinterest, Wolfspeed, Chegg, VFC and Simon Property Group. Apple is hosting a special event this week and reporting earnings on Thursday; Melius analyst Ben Reitzes breaks down what is riding on the tech giant this week. Our Phil LeBeau breaks down the UAW's deals with automakers and eToro U.S. CEO Lule Demmissie on retail investors positioning.
A volatile session for the markets today. Wilmington Trust EVP's Meghan Shue and Barcalys Head of US Equity Strategy Venu Krishna break down the market action. Melius' Head of Technology Research Ben Melius previews tomorrow's big tech reports from Alphabet and Microsoft, plus a late-day report from Reuters on Nvidia partnering with Arm to make PC chips. Jon sits down with Databricks CEO Ali Ghodsi.Citi's Scott Chronert makes the case for why a recession could actually boost equity prices. Plus, Marqeta CEO on consumer health and a new deal the company signed for a credit card platform.
The Dow managed a positive close but the S&P 500 and Nasdaq fell in trading today. Truist's Keith Lerner and Wedbush's Kevin Merritt break down the market action. Earnings from United Airlines, JB Hunt and Interactive Brokers. Gabelli Funds Portfolio Manager Ian Lapey on his top bank picks as the sector's earnings wind down. Former Deputy Assistant Secretary of Defense Roger Zakheim on how the defense sector is navigating supply amid DC turmoil. Our Kristina Partsinevelos on Nvidia's slide today as the US expands its chip export controls. Melius analyst Conor Cunningham breaks down United's earnings report. Plus, what you need to know ahead of earnings from Netflix and Tesla on Wednesday.
Tech was the outperformer today, powering the Nasdaq higher. Ned Davis Research's Ed Clissold and AlphaSimplex's Kathryn Kaminski break down the market action. Bertha Coombs reports on Teva's price fixing settlement. CFRA analyst Keith Snyder gives us the top investor takeaways from Zoom's earnings. Ben Reitzes, Melius analyst, previews this week's Nvidia's report and why the market is watching it so closely. Plus, Richard Haas on China's economy and MKM's JC O'Hara on the technical signals from the 10-year. Arm filed for its IPO.
On this episode, John Bennett (CEO and Founder of Melius Law) joined Alex Kelly for a discussion about the growth of legal technology, and how embracing legal tech can help in-house teams level up their capabilities while improving organizational leadership's perception of the legal function as a whole. John also shared his observations about the differences between working for a law firm and working in-house, and how his ongoing passion for helping others become the best versions of themselves inspired him to start Melius Law.
Welcome to Satura Lanx, upper beginner / intermediate podcast told in beginner-friendly, easy spoken Latin. Every other Saturday I chat about everything concerning Latin (literature, language, culture), my own life and reflections and the questions you'll ask me. The same episodes are available in full video format on my YouTube channel. This is a Satura Lanx production.
We chat to Tiffany Melius about the unpredictability of postpartum, and the importance of caring for mothers during this period. Tiffany is a competitive climber and performance life coach. During this episode she candidly shares her challenging recovery from birth injuries, and her experience as a new mother. We discuss the apparent gap in care for mothers in the postpartum period, and the feelings of failure or shame that can come when our experience does not align with our expectations. Tiffany also shares her experience of creating a Mum's Gone Climbing community in Vancouver, and the benefits of having a bunch of mama's and aunty's on your climbing crew. Big thanks to our sponsors for this episode and Series 2 of the podcast; Urban Climb and Climbing Anchors. You can read more about Tiffany and find her blog at tiffanymelius.com and follow along with her journey on instagram @tiffanymelius. Content Warning: infrequent strong language Disclaimer: Content, commentary, and opinions shared on the Mum's Gone Climbing podcast are for informational purposes only. They are not a substitute for medical and/or health advice from a professional, and should not be substituted for care based on the facts/circumstances of your individual situation.
An Olympic bid, the pandemic, and preparing for motherhood; we talk to Tiffany Melius about navigating journeys full of challenge and change. Tiffany is a Brisbane born competitive climber and performance coach, currently living in Vancouver. In this episode we chat about Tiffany's decision to go for a spot in the 2020 Olympics team at a time when she had actually decided to retire from competitive climbing. How that bid ultimately was derailed by the covid pandemic, and the difficult decision she made to bow out and start her next big adventure into motherhood. The approach and perspective Tiffany chooses to have throughout this experience is moulded by intention and her personal growth value. She shares so many valuable insights into navigating difficult decisions and welcoming new phases of life. You can read more about Tiffany and find her blog at tiffanymelius.com and follow along with her journey on instagram @tiffanymelius. Big gratitude to our fellow community lovers, and sponsors Climbing Anchors and Urban Climb we couldn't have these important conversations without your support. Content Warning: infrequent strong language Disclaimer: Content, commentary, and opinions shared on the Mum's Gone Climbing podcast are for informational purposes only. They are not a substitute for medical and/or health advice from a professional, and should not be substituted for care based on the facts/circumstances of your individual situation.
Nancy Melius has lived a rich and varied life, with several different careers evolving over time. Beginning as a dancer, with success on a national tour of CATS and ‘Gypsy' on Broadway, she moved into fashion design, then interior design, all along building her business acumen and skills. It became important that she combined her creative and business skills in everything that she pursued. She now supports her family business, both with her father and sister, in managing Oheka Castle in Long Island, and various properties with her husband. Having lived internationally as well as having toured in the United States, her perspective has grown and been informed by her life experiences. How have your experiences defined you, and how do you feel you are seen in the world? Check the calendar of Events at www.peacealliance.org - join us at our next Hope Story Circle and share your emerging stories!
Boeing's 737 Max passenger jets have caused serious problems–including two deadly crashes that grounded the planes worldwide for a year and a half. Now there's a chance the company's latest jet won't make it to production, which could result in a massive loss in sales.According to Barron's, Boeing CEO Dave Calhoun hinted in a recent interview that the 737 Max 10 may have to be dropped from production. Melius research analyst Robert Spingarn estimated that the company already has 639 orders for the Max 10 and, if canceled, those customers may turn to Airbus, which could cost Boeing billions in potential sales.The primary issue for the Max 10, which will be one of the biggest jets in Boeing's lineup, is commonality on the flight deck. The company wants Congress to extend a deadline for making changes to the Max 10's flight deck. Otherwise, pilots would need separate training for the Max 10 and that could cause issues for airlines.According to the report, Boeing officials have expressed confidence that flight deck commonality issues won't end up derailing Max 10 production. But Calhoun told Aviation Week that his company still has to face the possibility of moving forward without its new jet.“If you go through the things we've been through, the debts that we've had to accumulate, our ability to respond, or willingness to see things through even a world without the -10 is not that threatening,” he said.Despite possible production issues going on in the background, Boeing said the 737 Max 10 would make its international debut this month at the Farnborough International Airshow in the UK. The jet will join Boeing's 777-9 in the daily flying and static display, and the company said the airplanes will fly to the show on a blend of sustainable aviation fuel.Boeing is still producing and selling older 737 Max models like the 8 and 9 but the upcoming 10 will give it a major piece for competing with Airbus. Without it, the company and its shareholders will face yet another crisis.
Il potere delle tue parole e dei tuoi pensieri è il potere della tua vita. Le tue parole ti disegnano nel mondo. Non solo, disegnano anche il mondo dentro di te. Devi prestare molta attenzione alle parole che usi e che pensi, a come le usi, al motivo, al loro significato evidente e a quello sotterraneo. A quello che senti di essere, a ciò che trasmetti. Agli effetti che produci. Al bene che vuoi creare. Soprattutto, devi sapere che cambiando le parole trasformi te stesso. Non come esercizio di tecniche della comunicazione, ma come allenamento di comunicazione applicata all'espressione ed alla manifestazione del tuo essere “Essere”, la tua sostanza, la tua essenza, la tua unicità. Il tuo valore. Il potere delle parole, pensate e dette, è tutto. Cambiando le tue parole trasformi te stesso. In meglio, o in peggio. La scelta è tua, e le possibilità sono tante quante quelle che ti concedi di pensare e dire. Se la tua vita non ti piace, inizia a comunicare per essere. Trasforma le parole, e crea la vita che vuoi vivere. “Melius est abundare quam deficere” (massima latina)- Qui trovi audio e testo: https://annarosapacini.com/il-potere-delle-parole-che-crea-la-vita-che-vivi/- Qui puoi iscriverti gratuitamente al mio podcast Comunicare per essere®: https://annarosapacini.com/podcast/centinaia di puntate a disposizione di chi cerca le risposte alle domande importanti della vita, e, soprattutto, una filosofia di vita pratica e concreta, che permette di mettere subito in atto il cambiamento- Counseling e Coaching Umanistico, Filosofico e Relazionale: grazie alla Grafologia evolutiva®, soluzioni e percorsi sempre e solo su misura, mirati al pieno e consapevole raggiungimento dei tuoi obiettivi e della tua realizzazione. In modo pratico e concreto, giorno per giorno. CounselCoaching, Corsi, Comunicazione valoriale, Relazioni, Professione, Benessere. Per informazioni sul mio metodo, sugli strumenti e sui percorsi attivabili scrivi a info@annarosapacini.com - Rinforza la tua motivazione e la tua visione interiore: ogni giorno, per te, nuove prospettive che potrai applicare per trasformare la tua vita. Seguimi su Meta-Facebook e sul tuo social preferito, cerca “Annarosa Pacini”➡️ E non dimenticare di iscriverti al mio canale YouTube https://youtube.com/channel/UC2TQYlX3l2QsKei-aU0fQOQ?sub_confirmation=1
Hello everyone.I'm very excited to share my conversation with Rob Wertheimer of Melius Research and one of the co-authors of Lessons from the Titans (my notes)I really enjoyed digging into the book's big themes around the culture and business systems of some of the most successful industrial companies. Rob shared his lessons on finding other compounders, evaluating leaders, digging into incentive structures, touring factories, and the best research note he ever wrote - but never published. I hope you'll enjoy this conversation as much as I did!Rob is a Founding Partner, Director of Research, and the lead research analyst for the global machinery sector with additional coverage responsibilities in industrial tech. Rob was the lead machinery analyst at Barclays, Vertical Research, and Morgan Stanley, and began his career in the Peace Corps in Niger, West Africa.Listen to this episode on:* Spotify* Apple* RSS* And at anchor.I also have a very rough transcript for this one.Disclaimer: this podcast is for entertainment purposes only and not investment advice. It does not constitute an offer to sell or the solicitation of an offer to buy any securities mentioned or discussed. Seek your own financial, tax, legal, accounting, or other advisor's advice before making any investment decisions. Do you own work. I am are not your fiduciary or advisor.Today's post is sponsored by Tegus. Tegus is an on-demand digital research platform on which investors share their expert calls. Their library currently has some 23,000+ calls covering many public and private companies and it's growing every day. It's a beautiful business model (I wish I was an investor!) and I could see it scaling up to cover any company and industry you can imagine. I think of it as being able to tap into a library of conversations between industry insiders. I'd encourage you to check it out - they offer free trials.Show Notes:* [Minute 1] Question: Background on Melius.* [2] Question: Key themes/takeaways from the book.* “The reasons for failure and the formulas for success haven't really changed at all. Whether it be 1950, 1980, or 2020, they are pretty much exactly the same.”* “The truth is that their secrets are hardly secrets at all—continuous improvement, rigorous benchmarking, disciplined investment, principled leadership, solid business systems* [3] Question: Assessing culture as an outsider.* “Does it drive your daily actions?”* “Danaher or Ingersoll Rand they'll do weekly meetings where you have a weekly meeting, you have like 20 minutes, you get two minutes to state your problem a minute to ask for feedback, you move on. That's an example of a daily or a weekly feedback loop that comes around. I think the best cultures have that sort of process ingrained in them.”* [5] Question: Importance of leadership.* “You make either a good allocation to capital or poor ones. And obviously that drives a ton of shareholder value differentiation, but there's also need for sustained commitment to a system. You can see lots of management teams that have sort of laid out goals, but if you don't get everybody motivated and incentivized the right way, then they can fade away.”* [6] Question: what are you paying attention to to see whether culture is changing or whether the arrogance is creeping in?* “The value gets created everyday throughout. And so, you know, if you have a culture that's spending too much time on big ideas and not enough time on generating the cash that, that allows you the flexibility to do things, if you have a culture that's veered into being a little bit PowerPoint-focused, if it's projecting yourself internally focused as opposed to executing on the daily task that can be a real red flag.”* [9] Question: Have you seen aspects of great culture that are universal or is it very specific to the company? How much room is there for bringing in ideas from the outside?* “Having clear goals, having reinforcement loops and having the ability to course correct is universal. One of the points we try to make in the book, a lot of these companies have been innovative and a lot of companies have created categories. How do you analyze caterpillar? Well, I don't look at them as the best bulldozer, and they do, but, but they might not have the best in everything. The competitive advantage doesn't always last on innovation, but it does last on getting everything, fixed, getting everything right.”* [11] Question: “Undisciplined operations don't work” - elaborate on this.* “What do you look for when you go in a factory? Well, it's not actually all that hard. You walk into the factory, you see if the sight lines are clear, if there's a bunch of inventory stacked up and piled up there, that's something wrong.That's waste. That's confusion. That's a disruption. You look to see that there an employee sort of idea board, and that there's lots of ideas flowing through because workers are the ones who see problems and they surface them. Right? So that's a mechanism for surfacing problems.”* “I went to a mining facility once, and they're these little disks that were used for smoothing or buffing the metal. And they just did a simple thing, a shadow board. It's called you paint on a, you know, on a cardboard wall. Like here's a picture of the disc. So when you're done with it, you stack it here. They found like 70 of these things, you know, they found like a million dollars of equipment. There's a picture of the broom there to hang the broom up. Right. So very, very simple things.”* “The essence of lean is stop and fix, get things, right. Surface problems. And that's a factory floor issue. But as we kind of talked about earlier, that applies to the whole company as well. If you see a problem, you can fix it. If you don't see it, then it grows.”* [15] Question: How do you weight insights from site visit in your assessment of a company?* “It's critical. And honestly, I missed it. I was a pretty new analyst on Caterpillar. When I saw some of these issues, I think I saw three or four factories in the first year, the first 18 months. And one of these visits I walked down and there's there's bins, just bins of things, labeled rework. I was like, what's rework. Well, it didn't come out right the first time. So we're going to do it again, you know? And, you know what I did, I kept writing about the end markets cause that's what I understood at that time. I kept writing about, oh, I think mining's going to be good or bad. I thought oh, well, this doesn't feel great, but I haven't seen that many factories and probably they'll fix it. And in fact that was a, you know, it was a terrible sign. Caterpillar was struggling with production not with the equipment quality, the equipment still great, but they weren't able to crank up production. * “That was actually a huge problem, a huge cultural problem, business system problem. And managers and leaders fixed it. But as I mentioned earlier, sometimes Lean takes a while. So if you've got a workforce who isn't used to it, it might take me five years to get the new system in.”* [17] Question: If it's so useful why wouldn't everyone do Lean?* “One answer to your question is continuous improvement is a compounding process, right? And Danaher is maybe the ultimate example of that, but you fix something that gets better and then you fix something else and it gets better and you keep going.”* “It takes a very serious commitment from senior management and it takes years, you know, maybe it takes five years to get everything kind of, you know, where everybody knows that their first job is to stop and fix. The first job is to reduce, you know, inefficiency. It can be tempting to say, well, let's just buy a few hundred extra hoses and just have them there, you know?”* [19] Question: Implementing Lean - like Danaher's visual management.* “It's not rocket science, right. But it is hard to do.”* “Very easy stuff, but in our day-to-day it can be hard to stop and focus on process.”* [20] Question: Is there a disconnect between analysts and management?* “You know, my job is a tricky one. You have to be arrogant enough to have an opinion, and humble enough to to know you're probably wrong most of the time, you know, close to half the time.”* [22] Question: Forecasting volatile markets.* “A lot of people in this job like thinking about things. So you get a lot of data points. You'd like to think about it. And some of the cultural stuff is harder to think about.”* “Melius uses two year forward price targets. Partly as a mental trick to try and get yourself to focus. Partly because these things show up more over time, right.”* “If you're trying to forecast a quarter, okay. You can say, well, what was, you know, what was demand of iPhone shipped this quarter or something.But if you're trying to focus on how Apple created value over the last 10 years, I mean, it's innovation and supply chain, you know? So those two things, you know then they switch and relative performance as your timeframe goes out longer.”* [24] Question: What have you observed in terms of what people do well or poorly with, with incentivizing the organization?* “If you have all your incentives structured around raising margin, that might be a phenomenal thing if you're underperforming, if your margins are low. Let's work on pricing, let's work on factory efficiency and et cetera. Eventually that playbook may come to an end. And if you're a person who's grown up in that system and you step into a leadership role it's hard to say to wall street to say all the analysts, you know what, they, we're just going to stop all that, you know, and we're gonna do something else entirely, right? Because investors invest on a certain expectation of future earnings and anything that changes.”* John Deere: “Under the current CEO, John May, they basically shifted their strategy. I think with the endorsement of the prior CEO as well, but they had tried to be a global manufacturer who was leading in all sizes of tractors and they started to look around and they said, well, the technology is changing so fast that we can actually create more value by focusing on large, we're going to try and serve all our customers. We're going to focus on investing in large farms where we can do autonomous tractors, or we can do, you know, actually they're, they're doing AI pattern recognition.”* “One company I follow United Rentals where incentives were a huge portion of the transformation. So they had different branch managers. Let's say, let's say you're a local McDonald's and you're incentivized on beating out the McDonald's down the road. That's kind of crazy. Right. And so, you know, one of the things that, one of the very simple, the powerful changes made it United rentals under a new CEO was let's shift the compensation to focus on regional or district results rather than on your own.”* “And that's a capital intensive industry. So let's charge people for the capital. You know, if you want to buy 10 more pieces of equipment to rent, [00:27:00] you know, that that's part of your compensation. You have to make a return on that. Bizarrely it had not necessarily been that way before.”* [29] Question: What metrics to track?* “Danaher and Roper they do the same thing, a very simple sort of cash return on cash invested. It's simplicity again, right. You know, if you have hundreds of metrics, it's hard to track them. It's hard to know where you're supposed to be doing.”* [30] Question: Assessing new CEOs.* “This is one of the great things about being in this industry is you get a chance to meet a lot of different management teams and you'll probably be wrong about many, but you at least have a basis on which to sort of judge.”* [32] Question: Trade-off of having access to CEOs: gaining insight vs. being subjected to selling.* [34] Question: Assessing big decisions like M&A.* “The ones that have gone wrong. And I write about a couple of them, you know, and again, a self-critical way, I thought the mining market would do X and it did Y so if you're basing an acquisition off of that, that can be very challenging.Versus if you're saying, hey, you know, I took the margins from 7% to 21% because of these processes and this company doesn't have this culture of process. And we can approve them. Then you're making more of a bet on your internal capabilities. So at least in our world that a lot of value has been created by the quote unquote compounders, like Roper like Danaher or like TransDigm. And they're able to use that to make relatively small bets that play to their strengths and they all have different strengths, let's say, but they all have a systematic way of approaching that strength or consistent way of approaching that strength.”* “If you look at Dave Cote, again at Honeywell, I believe you mentioned in his book that, you know, one of his jobs is try and create enough space for him to just sit and read and think … just finding time because being a CEO is a massively difficult job.”* [37] Question: Tell me everything you know about compounders, basically.* “They get their margins flowing, their cashflow going. They have often a fairly diverse set of businesses and they find it relatively easy to find new opportunities where they buy them and they, they run the same playbook again. So you buy a company, the margins are 10% and you bring them up to 20. All of a sudden that's generating cash. And as you do that more and more, your base gets bigger and you can compound it and ever accelerating rate. It's exponential growth. You know, an exponential growth is maybe slow at first and then very, very powerful over time.”* “I cover a few in Ametek and IDEXX, which do niche, industrial applications, Ingersoll, Rand. I think there's going to be a wonderful compounder over time that has a great system. So it's huge value creation and it's steady and it's repeatable.”* “And that's part of the idea of the book. We know what happens after innovation matures, you know, fades, it's culture, execution, and some of these things we've been talking about. So the answer is there's amazingly fruitful avenues for capital deployment. Cause not everybody has gotten these lessons and the lessons sounds simple, but they're not easy to execute always consistently.”* [40] Question: Evaluating compounders early on.* “There are companies that put up what he called a movie set. You know, it looks like lean. It looks like, you know a functioning system.And obviously they're trying, it's not meant to be, but it's not there.”* “You watch those metrics very closely. You see the steadiness, another answer to your question is what's the input, you know, so, you know, what are the daily management processes that you're doing? What are the daily cultural attributes of your company that are, that are there, right?”* [43] Question: Examples where it doesn't work?* “Illinois tool works had a decentralized system. … And in roughly 2006, seven, they had, I think 550 business units. And the idea was, you know, every business units can do a deal every year or every four years or whatever, and we'll compound it in a way, right. … I actually did a note that I didn't publish. That was one of my best notes ever, and I didn't publish it because I went back. I was like, all right, let's show how … each of those little divisions can do a deal every year and how that can drive compounding growth. I did the analysis and it looked like, well, gosh, actually it looks like they do a couple of big deals here and there.”* [46] Question: Value of CFOs.* “Sometimes we think a high-quality CFO can be, you know, under-priced in some ways. … we found that the CFO role can be going to be dramatically important.”* [49] Question: Managing relationships with companies.* “If you're an analyst and your job is to not just say, okay, that looks good, you know, but to actually create some value. There can be a desire to say something interesting, intriguing, provoking, different, right. To push them. And when that's done best, it's, you know, you're right. But I've spoken of arrogance before. I mean if you're covering Caterpillar and you have toured seven factories, but that's not that many, do you really say their production system is totally hosed? You know, is that right? Would that have been the right call for me?”* [52] Question: Smooth vs. volatile earnings.* “The CFO of Danaher's gave us this, the lesson, like, how do you think about volatile business as well? Let's say you buy something and revenues fall 20% and you apply all these fixes and you're, you know, you're applying maybe fixes for a down cycle. It'd be different for a steady business. And eventually you, you know, you get it back up and revenues, bounce back cause they're cyclical. And then now they're at 110% of where they were the effort and the lost time and compounding that you've lost during those two years of down cycle. Versus if it had just grown five percentage and you improve everything and then you've created cashflow and you can compound it. You've lost time and you've lost energy. … I think Warren Buffett has said, I'd rather have a, I don't want to misquote, a volatile 25% return than a steady 10. I think Danaher might say, well, we can do a lot with a steady 10. You know, we can sort of crank that through and compound it, whereas a volatile 20 or a volatile 15 or whatever the break point would be less valuable.”* [52] Question: Evaluating long-term investments and R&D.Enjoyed this piece? Please let me know by hitting the ❤ button. It makes my day to see if my readers like the content (it really does!) Thank you!If you enjoy my work, please consider sharing it with friends who might be interested.
Retailer Riot - Rylend and David chat with two of their favorite comic shop owners - Tiffany Melius (The Perky Nerd in Burbank, CA) and Emmet Garnham (Haven for Heroes in Port Jervis, NY) - about the difficulties retailers have faced during the COVID pandemic and about what we comic creators can do to make their lives easier... and David basically has turn a hose on Rylend and Emmet at one point to get them to stop talking collectables. TIFFANY MELIUS Twitter: @ThePerkyNerd Instagram: @ThePerkyNerd THE PERKY NERD 1606 W Magnolia Blvd Burbank, CA 91506 Website: theperkynerd.com EMMET GARNHAM Twitter: @emmetgarnham Instagram: @emmetgarnham YouTube: https://www.youtube.com/c/HavenForHeroes HAVEN FOR HEROES 34-36 Front St Port Jervis, NY 12771 Twitter: @HavenForHeroes Instagram: @HavenForHeroes --Please leave us a rating on Apple Podcasts/iTunes!-- Website: pendantaudio.com Twitter: @pendantweb Facebook: facebook.com/pendantaudio Tumblr: pendantaudio.tumblr.com YouTube: youtube.com/pendantproductions
This is Tactical Tuesday, a short-form conversation with subject matter experts designed to give you the practical tools, tips and advice for building your solar business or career. Today, we're gonna be chatting with the two people who run a program I didn’t even know existed until January, Stanford's Lawyers for Sustainable Economy (LSE) Initiative, managed by Molly Melius, the Director of LS, and Jesse Lazarus, Senior Associate of LS, and a second-year law student. The Lawyers for a Sustainable Economy Initiative, or the LSE initiative for short, is a law firm-led and Stanford-supported initiative that provides free legal assistance to sustainability focused entrepreneurs and nonprofits. And in particular, the initiative aims to support promising green entrepreneurs and nonprofits who otherwise wouldn't be able to afford legal services. Remember you can always find the resources and learn more about today’s guest, recommendations, book links and more than 360 other founder stories and startup advice at www.mysuncast.com. Gain access to all the show notes & resources from this episode here You can connect with me, Nico Johnson, on Twitter, LinkedIn or email Thanks a ton to our podcast sponsor for continuing to help make this content FREE to You! Please check them out and let me know what you think!
This is Tactical Tuesday, a short-form conversation with subject matter experts designed to give you the practical tools, tips and advice for building your solar business or career. Today, we're gonna be chatting with the two people who run a program I didn’t even know existed until January, it’s called the Stanford's Lawyers for Sustainable Economy Initiative, Molly Melius, the Director of LSC, and Jesse Lazarus, Senior Associate of LSC, and a second year law student as well as Stanford Law School. Lawyers for a Sustainable Economy Initiative, or the LSE initiative for short is a law firm that provides free legal assistance to sustainability focused entrepreneurs and nonprofits. And in particular, the initiative aims to support promising green entrepreneurs and nonprofits who otherwise wouldn't be able to afford legal services. Remember you can always find the resources and learn more about today’s guest, recommendations, book links and more than 360 other founder stories and startup advice at www.mysuncast.com. Gain access to all the show notes & resources from this episode here You can connect with me, Nico Johnson, on Twitter, LinkedIn or email Thanks a ton to our podcast sponsor for continuing to help make this content FREE to You! Please check them out and let me know what you think!
In this crossover episode with the Melius Performance Podcast, co-host Jason van Schie chats with Dr Ian Dunican about a broad range of workplace mental health matters. Jason speaks to concerns from the perspective of the employer and the employee, describes the shared responsibility model for workplace mental health, debunks misconceptions, and challenges misapplication of some of the more popular wellbeing approaches.
This week’s guest is Tiffany Melius, a competitive Australian rock climber currently based in North Vancouver, Canada. Having climbed for more than 20 years, Tiffany has clocked up over 10,000 hours climbing and competed in no less than 100 competitions. In 2016, she became the Australian Women’s Bouldering Champion and in 2017 claimed the title of Oceania Continental Climbing Champion. At the Tokyo 2021 Games, sport climbing will be included for the first time, with spots for one male and one female to qualify from Oceania. Alas just recently Tiffany has made the difficult decision to pull out of the Olympics. In addition to her rock climbing commitments she is also the Executive Director of the New View Mental Health Society and the founder of Force of Nature Coaching. Tiffany was incredibly generous with sharing her stories of navigating the rocky world of climbing, putting all of her energies into qualifying for the Olympics only to change course, and the importance of self-reflection in her sporting journey. Duration: 43 mins Hosts: Ellie Smith & Georgina Mallon A co-production with Women Sport Australia Music: Paredes Invisibles by Paula van Hissenhoven For more information, links and resources plus conversations from the world of women’s sport including articles, blogs, videos and podcasts visit wispsports.com. WiSP Sports is the World’s First and Only Podcast Network for Women’s Sport with more than 60 hosts, 1300+ episodes across 50 shows and over 7 million downloads. WiSP Sports is on all major podcast players. Follow WiSP Sports on social media @WiSPsports. Contact us at info@wispsports.com.
In this episode, I break down Jason's Stone's recent paper titled "Evaluations of Commercial Sleep Technologies for Objective Monitoring During Routine Sleeping Conditions" Read the full paper here for free https://www.dovepress.com/evaluations... Contact me at ian.dunican@meliusconsulting.com.au www.meliusconsulting.com.au Instagram @sleep4perform Watch my breakdown here https://www.youtube.com/watch?v=CNEk6e1J1GE
Welcome to the new podcast, Melius Performance Podcast with your host Dr Ian Dunican (PhD, MBA, MMineEng, BA) we dive into all thing's improvement related. Connecting you with world-leading experts in industry topics such as health, safety, productivity, and athletic performance topics such as sleep, recovery, strength, and conditioning and much more. We focus on the latest evidence-based research and practical applications. Melius Performance Podcast brings you in-depth conversations with Business Leaders, PhDs, Medical Doctors, Coaches, Athletes, Researchers and Practitioners, to share their learnings to help you embody the meaning of Melius “To make better, to improve, in good style.” check us out at www.meliusconsulting.com.au
Episode 67 of the Exponential Organisations podcast - Scott Davis - Co-author of “Lessons from the Titans” Scott serves as Chairman and Chief Executive Officer of Melius Research (https://www.meliusresearch.com), where he is also the lead research analyst covering the multi-industry sector. He brings 25 years of industrial equity research experience to Melius and has covered over 30 multi-industry names with an aggregated market capitalization of approximately $1 trillion. Scott is the co-author of “Lessons from the Titans”. The book is filled with illuminating case studies and brilliant in-depth analysis, this invaluable book provides a multitude of insights that will help you weather market upheavals, adapt to disruptions, and optimize your resources to your best advantage. You’ll learn hard-won lessons in innovation, growth, resilience, and operational excellence, as well as the time-proven fundamentals of continuous improvement for lasting success. Buy "Lessons from the Titans" on Amazon here - https://amzn.to/31alAZx. The host of the podcast is Lance Peppler. Email him at lance@ideastorm.co.za or visit www.ideastorm.co.za. Idea Storm's top rated articles I have had excellent guests on the podcast and they produce amazing content. I would like to thank them for giving their time to chat to me (and to you if you are a listener of the podcast). I have therefore created a 'Friends' page on my website where you can access their fantastic content. --- Support this podcast: https://anchor.fm/lance-peppler/support
Pastor Jared Melius of Mt. Zion Lutheran Church in Denver, Colorado joins me to discuss Pro-Life issues. Including: Are babies always a blessing? Do we as Christians have to constantly fight being desensitized to abortion? Are pro-life marches helpful? Should all Christian seriously consider foster care and adoption? Links to some resources he mentions - http://www.ctsfw.net/media/pdfs/ScaerPLutheranSupportforProLifeMovement.pdf and https://www.lifesitenews.com/ and https://thefederalist.com/2020/03/13/the-foster-care-system-is-a-disaster-thats-why-you-should-join-it/
Un #2020sinPrecedentes es un tiempo en el que tomas responsabilidad por el rumbo de tu vida y llegas a resultados extraordinarios. ¿Sabías que nuestros resultados con el dinero son un fiel reflejo de nuestro estado espiritual y mental? La respuesta a esta pregunta y estrategias para tomar una acción diferente es lo que escucharás en este episodio.***EPISODIO AUSPICIADO POR IGOLUXE DE MELIUS***Envíame una nota de voz comentando este episodio vía Whatsapp (http://wa.me/573013380872) y te obsequio un cupón de descuento de hasta el 35% para tu próximo viaje de avión, reserva de hotel, crucero, renta car de lujo y casas de habitación de más de USD$ 1.000.000 de dólares.Más sobre iGoLuxe de Melius aquí: https://youtu.be/1WwFqMeoXZw---***---Tengo el honor y el privilegio de presentar las voces de líderes cómo:- Napoleon Hill y su libro "Piense y hágase rico": https://es.wikipedia.org/wiki/Piense_y_h%C3%A1gase_ricoAudio libro en Español: https://fonolibro.com/piense-y-hagase-rico-napoleon-hill-audiolibro.html- El master coach Jorge Meléndez, a quien entrevisté en el episodio anterior: https://open.spotify.com/show/6Bb8p2IASIbQK2wyMW19iG?si=UfeVFyk3Qryoc12bOxfHHg- Cristina Mendoza, coach y mentora de finanzas personales. La encuentras en Instagram como https://www.instagram.com/cristinamendozamentoring/Presento también "El último habitante del planeta" de Nacho Mastretta. Aquí más temas de este excelente músico catalán: https://open.spotify.com/playlist/37i9dQZF1DZ06evO19elEM?si=tk5ww1-VS8qYVLwO4rWY3w¡Escucha el podcast y se es valioso para ti, compártelo a tus amigos para que lo puedan sumarse a la comunidad!- Spotify: https://cutt.ly/IrHy68X- Spreaker: https://cutt.ly/TrHuwQz- Apple Podcast: https://cutt.ly/drHutUp- You Tube: https://youtu.be/Ol9OEQ9zfRM- Deezer: https://www.deezer.com/es/show/454782Mis redes sociales:- Facebook: https://www.facebook.com/vocesylideres- Instagram: https://www.instagram.com/casandu/- Twitter: https://www.twitter.com/csanabria- LinkedIn: https://www.linkedin.com/in/casandu/Recuerda que cuando escuchas Voces y Líderes haces parte de uno de mis sueños más queridos.
Grab your snacks, we're going on a ROAD TRIP!! This week, you will meet Dustin Melius and his father as we take a trip to their farm in Slinger, WI. 800 Dairy farms went out of business in Wisconsin last year, yet somehow - Dustin's farm survived. How do they do it? What's a day like? How does he manage the stress and pressure of life on the farm? Come along this week for part 2 of 4 in my "Farmers Have Feelings" series.
Grab your snacks, we're going on a ROAD TRIP!! This week, you will meet Dustin Melius and his father as we take a trip to their farm in Slinger, WI. 800 Dairy farms went out of business in Wisconsin last year, yet somehow - Dustin's farm survived. How do they do it? What's a day like? How does he manage the stress and pressure of life on the farm? Come along this week for part 2 of 4 in my "Farmers Have Feelings" series.
¡Bienvenido a la segunda temporada de Voces y Líderes! En este #2020sinPrecedentes retomamos labores con más contenido para inspirar tus días y traerte las voces de los líderes que están revolucionando al mundo. En este episodio encontrarás una aproximación al libro de Robin Sharma, "El Club de las 5 de la mañana" a través de la voz del propio Sharma y una entrevista con el master coach puertorriqueño Jorge Meléndez, quien nos introduce a la magia de esta publicación.Envía una nota de voz sobre este episodio, mándame un saludo o cualquier tema que quieras que desarrolle en el podcast. ¡Hazlo aquí! -->> http://wa.me/573013380872 Más sobre Robin Sharma: https://es.wikipedia.org/wiki/Robin_S._SharmaAquí Sharma habla más sobre el club de las 5 de la mañana: https://youtu.be/-xC_DbgpPAc?t=103El Blog de Jorge Meléndez: https://www.jorgemelendez.com.mx/blogLa página de Facebook de Jorge Meléndez: https://web.facebook.com/jorgemelendezdreamconnector/Si quieres saber más sobre Melius y cómo hacer parte del negocio que está revolucionando 5 industrias, envía un mensaje aquí -->> http://wa.me/573013380872 Video oficial de Melius: https://youtu.be/kXj-yv2kIWU
Moving2Live originally released this interview on January 30, 2019. If you missed Part 1 of our interview with Dr. Dunican, here's the link: http://www.moving2live.com/2019/01/16/podcast-319-dr-ian-dunican-phd-sleep4perdformance-melius-consulting/ Dr. Ian C. Dunican, PhD (in his own words):I have over 20 years international professional experience … Continue reading →
Hoy conversamos sobre nuestro viaje que realizamos por un mes en EEUU, comentamos nuestra vivencia con Quillan Black, y sobre la nueva red que descubrimos apenas llegamos, Melius… y la pregunta es la siguiente: Es Melius una estafa? Hablamos de esto
We’re back from summer break and thrilled to welcome Tiffany Melius, owner of The Perky Nerd, on the podcast! Her Burbank storefront is one of the few female-owned comic book shops in the country. Since its opening in 2016, the store has established itself as a pillar of the LA geek community and was nominated for this year’s Will Eisner “Spirit of Comics” Retailer Award. Tiffany takes us through founding the store and shares her advice on starting a geeky small business! We also discuss girl power in comics from tackling gatekeeping at comic books shops to championing fangirls in her local community through book clubs and events! Where to Find Tiffany & The Perky Nerd : Instagram: @theperkynerd Twitter: @theperkynerd Facebook: @theperkynerd Online Store: https://www.theperkynerdstore.com/ Listen to this episode below or subscribe on Apple Podcasts, Google Podcasts or Spotify.
A conversation with Danny Melius of Nuke City Veg, a multi-location commercial farm operating within the Amarillo city limits. A former programmer for Hastings Entertainment, Danny transitioned from IT to urban farming after the Amarillo-based retail chain shut down its stores in 2016. Danny tells host Jason Boyett about his punk background, forced career reinvention, and unique ongoing partnership with Square Mile Community Development in San Jacinto. This episode is sponsored by Jimmy John's. Get live show tickets HERE.
RACQ member Tiffany Melius was just 14-years-old when she fell in love with Sports Climbing, little did she know that her hobby could one day take her to the Olympics.
Dr. Ian C. Dunican (in his own words):I have over 20 years international professional experience in health, safety and improvement within military, mining, rail, oil and gas, and other utilities. Combining scientific research and operational leadership, I support organisations in … Continue reading →
Dr. Ian C. Dunican (in his own words):I have over 20 years international professional experience in health, safety and improvement within military, mining, rail, oil and gas, and other utilities. Combining scientific research and operational leadership, I support organisations in … Continue reading →
This week’s episode of “WisBusiness: The Podcast” is with AkkeNeel Talsma, CEO and founder of Melius Outcomes. This Milwaukee-based startup has a quality improvement software platform for hospitals and other care facilities. It was built with technology developed at the University of Michigan. The company has raised $150,000 to date, according to an info sheet from the Wisconsin Technology Council. Talsma is currently seeking $3 million in capital financing, to support further growth efforts. As of now, she has a “functional prototype” of the software, which is ready for implementation. “We did a pilot study with 25 hospitals and had incredible outcomes,” she said. “We’re able to demonstrate good outcomes in terms of mortality, sepsis, as well as satisfaction by the users.”
Gene Melius is the owner of Car Guys Northwest, and auto wholesale business. He has been in auto wholesales for over thirty years but took a break from his business for about eight years and moved to China, where he taught English to the students of Guangxi University. Durting that time he also acted as an agent for Central Washington University where he recruited Chineese students to come to America and study at CWU. He attributes his success in teaching at the university in China to the skills he gained through over 30 years of being involved in Toastmasters because he stuttered badly as a young child. After arriving in China, things didn't go as expected, so he opened his own school after spending a lot of money on remodeling it. Six months later, the police shutdown his school. This didn't stop Gene. He began teaching at the university and later had four of his own schools. He said his eight years in China were some of the best experiences he's ever had in his life because of the team effort of those around him.
Join Abby and Emily as they discuss in detail the Disney TV show Austin + Ally. This week they analyze Episode 106: Tickets + Trashbags. Twitter: @abilyalways Email: abilyalways@gmail.com Website: abilyalways.wordpress.com Melius simul!
Duane Melius has worked eight years in journalism, social enterprise, and media production in London and over six years across Southeast Asia in a digital agency environment. He’s previously had clients in banking, automotive, food & hospitality, FMCG, entertainment, and more, and those clients have been both B2B and B2C. He has millions of dollars of Digital campaign experience. Duane specializes in growing teams that use digital channels to reach niche and mass audiences with ROI-enabled campaigns, activities, and retainers. What you’ll learn about in this episode: The challenges traditional agencies are facing in going digital Why you need to use digital in your personal life to be able to sell it (and why your team needs to do the same to create great digital content) The importance of mastering the area of digital your agency has as its core competency while keeping familiar with other areas Staying on top of what’s new in digital Qualities that make for great digital employees Using reporting to show your clients how your digital efforts are improving Ways to interview for new digital skillsets that you don’t have inside your agency yet Using a multi-step approval process to make sure mistakes don’t get made with digital content Making the content approval process easier on clients -- especially when there is compliance involved The good and the bad of digital tools (and why there’s often more bad than good, especially with social media) Why clients might start to take their social media in-house and what agencies can do to stay invaluable Unlocking the competitive advantage which exists within your people Ways to contact Duane Melius: Twitter: @dmelius We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!
Guest Rev. Jared Melius, pastor of Mount Zion Lutheran Church in Denver, Colorado, speaks about what All Saints’ Day is in our Lutheran tradition and how to talk with children about the saints who have gone before us. What do we as Lutherans mean when we talk about "saints"? Do people become angels when they die, and do their bodies disappear? Rev. Melius address these things and how to talk with children about heaven and eternal life. Today’s program is a rebroadcast from November 1, 2017.
On this week's episode of Sneak Attack!, the gang continues their fight with Melius the Enraged, hoping to earn the second half of the level 9 spell scroll. Would they be able to overcome the mighty foe, or would this be the end for the Heroes of Norwich? Find out right now! Thanks everyone for listening! Drop us a line on Twitter @SneakPodcast, or you can email us at sneakattackpodcast@gmail.com. Also, feel free to leave us an iTunes review! Thanks to our friends at https://battlebards.com for letting us use their sound effects. Music made with Filmstro, the worlds first soundtrack creation studio. Check it out for yourself at https://filmstro.com. Dungeons and Dragons, D&D, Role Playing Game, RPG, Tabletop, Actual Play
On this week's episode of Sneak Attack!, the gang continues their way through the Temple of Melius the Enraged, seeking out the powerful 9th Level Spell Scroll. The group has just defeated Delphina, the spectral wife of Melius, but not without both Greaek and Akio falling to her powerful magic. Greaek was revived by Sherwood, but what would the fate of Akio be? Find out right now! Thanks everyone for listening. If you like the episode, hit us up on Twitter @SneakPodcast, or shoot us an email at sneakattackpodcast@gmail.com. Also, you can leave us an iTunes review! We really appreciate any and all love for the show. Special thanks to our friends at https://battlebards.com for letting us use their music and sound effects! Dungeons and Dragons, D&D, Role Playing Game, RPG, Tabletop, Actual Play
On this week's episode of Sneak Attack!, the gang continues fighting in the arena of Melius the Enraged, after narrowly defeating the strange flying squid monsters. Would they be able to overcome what lies next? Find out now! Thanks everyone for listening! Drop us a line on Twitter @SneakPodcast, or you can email us at sneakattackpodcast@gmail.com. Or leave us a podcast review on your favorite podcast service! Thanks to our friends at https://battlebards.com for letting us use some sweet sound effects and music. Dungeons and Dragons, D&D, Role Playing Game, RPG, Tabletop, Actual Play
On this week's episode of Sneak Attack!, the gang continues their battle inside the Temple of Melius the Enraged, searching for the elusive Spell Scroll. As the contents of the temple continue to confuse and create tension between the explorers, will they be able to overcome the adversity and find their prize? Find out right now! Thanks everyone for listening! Be sure to follow us on Twitter @SneakPodcast, or shoot us an email at sneakattackpodcast@gmail.com. You can also leave us a review on iTunes, or the podcast service of your choice - they really help us out a ton! Thanks to our friends at https://battlebards.com for letting us use some excellent music and sound effects. Dungeons and Dragons, D&D, Role Playing Game, RPG, Tabletop, Actual Play
On this week's episode of Sneak Attack!, the gang continues through the temple of Melius the Enraged, in search of the second half of the powerful spell scroll. What mysteries and secrets await them as they dive deeper into the first level of the ancient tomb? Find out right now! Thanks everyone for listening to the show! Write us on Twitter @SneakPodcast, or email us at sneakattackpodcast@gmail.com. You can also leave us a review on iTunes! Thanks to our friends at https://battlebards.com for letting us use their sound effects! Dungeons and Dragons, D&D, Role Playing Game, RPG, Tabletop, Actual Play
In this episode of the Evolving Family Law podcast, Moss & Barnett attorneys Jana Deach and Jim Vedder continue their discussion of spousal maintenance and when a court can order the imputation of income. Does the court treat spousal maintenance payors and spousal maintenance recipients the same when determining how and when it can impute income? The recent leading case relating to spousal maintenance payors is Melius v. Melius, 765 N.W.2d 411 (Minn. Ct. App. 2009). What are the requirements that must be found by the court before it can impute income to a spousal maintenance payor? Have the courts created a double standard?
Andy and Matt are joined by good friends Grant Cole and Shane Rubenfeld in a surprisingly upbeat wrap-up of the 2012 Portland Timbers season. They discuss their favorite moments and players of the season, which players are solid going forward and who should depart, and how this season compared to our inaugural season. In conclusion, the guys look forward to what new coach Caleb Porter will bring to the table in the coming months.
Matt and Andy welcome first-time guest Ray Terrill and the guys attempt to wrap their brains - belatedly - around the Portland Timbers' embarrassing 3-0 loss to Seattle Sounders on the road. They discuss away day culture and the general ineptitude of Gavin Wilkinson, before wrapping up with a preview of Vancouver away.
Andy and Matt welcome Shane Rubenfeld to discuss Portland Timbers' 1-1 draw with DC United. The guys go over referee controversy, Rodney Wallace in center midfield and Bright Dike's scoring exploits. They also discuss Hans Beckenbauer and the match against Seattle away this Sunday.
Andy and Matt examine a tough 4 day road trip for the Portland Timbers resulting in a draw at league-leading San Jose and a loss at Real Salt Lake. They discuss Kris Boyd's probable season-ending injury, the appearance of Danny Mwanga, and Bright Dike's continued development. They also consider MLS' overprotection of certain players and a home match against playoff-chasing DC United.
Matt and Andy welcome guest Grant Cole to discuss the Portland Timbers' 1-1 draw with local rivals Seattle Sounders. The guys recount sleeping on the sidewalk outside the stadium, whether a draw was a fair result, and how unflappable David Horst is these days. Lastly they take a look at the road game against San Jose Earthquakes, a hella difficult game compounded by injuries to Donovan Ricketts and Diego Chara.
Andy and Matt welcome first-time guest Mike Donovan to discuss Portland Timbers' two matches against Colorado Rapids in less than a week. The trio discuss what was successful for the Timbers in the home 1-0 win and the defensive issues that resulted in the 3-0 defeat away. The guys also discuss some of the players who've begun to make a statement about their role on the team next season. Lastly, they preview the Cascadia Cup match at home to Seattle and what the Timbers need to do to win.
Andy & Matt rave about the Portland Timbers' 2-1 Cascadia Cup victory over Vancouver Whitecaps. They praise the recent play of Nagbe, Songo'o and Zizzo but wonder once again about mental lapses in central defense. Finally they look forward to 2 consecutive matches against Colorado Rapids.
Andy Palmquist & Matt Melius wrap up the Portland Timbers' disappointing road trip at Toronto and New York Red Bulls. The guys rave about the improvement of Sal Zizzo and Darlington Nagbe but lament ever more defensive miscues resulting in our 8 game winless streak. Also, a discussion on crappy commentators!
Matt and Andy discuss the Portland Timbers' disappointing 1-1 draw against 10-men FC Dallas. They talk about Kris Boyd's ineffectiveness, Franck Songo'o's continued desire, and a great goal by Cap'n Jack Jewsbury. Finally they wrap up the Troy Perkins trade and heatedly debate Gavin Wilkinson's future in the front office.
Matt and Andy round up the positives from a negative situation - a 1-0 loss for the Portland Timbers at home to Chivas USA that signals a season sweep. Having considered the good things, Matt then argues forcefully for a mentality change while Andy points out the negative progress of Darlington Nagbe. The guys wrap up with a look at the upcoming match against FC Dallas at home.
Andy and Matt wrap up one of the worst all time defeats in Portland Timbers history - a 5-0 shellacking at fellow bottom-dwellers FC Dallas - and wonder when this team will officially hit rock bottom. They also discuss the friendly against Aston Villa, why there is promise for the future, and the next home match against Chivas USA.
Matt and Andy reconvene to discuss recent Portland Timbers' personnel changes, Pirate David Beckham, the ever slimming playoff chances and why we'd rather lose 5-3 than win 1-0. The guys also discuss former Timber Josh Saunders' fragility and preview the huge upcoming away match at FC Dallas.
Andy Palmquist and Matt Melius welcome jet-lagged friend Keith Hodgson into the pod to discuss the Portland Timbers' continued woes, including their recent 1-0 loss to LA Galaxy. The guys also run the rule over their favorite action at Euro 2012 and make their picks for the semis and finals, with Andy going against his better instincts on selecting a finalist. Lastly they take a quick look at the massive rivalry game at home to Seattle Sounders this week.
Andy and Matt wrap up another painful week for Portland Timbers and their fans, discussing a poor loss to Chivas USA. Dwelling on our poor fullbacks and a lack of service to Kris Boyd, the guys look for answers that can turn Portland around. Finally they look forward to an away game against cellar-dwelling (and MLS Cup holders) LA Galaxy.
Andy and Matt welcome in Shane Rubenfeld to discuss how wrong last week's podcast predictions were and what exactly went wrong for the Portland Timbers in New England. The guys also look forward to this weekend's home game against Homeless Kyle and Real Salt Lake.
Andy and Matt discuss the Portland Timbers' two early games against Philadelphia and Dallas. The boys wax lyrical about the Timbers new mental toughness and the diversity in scoring. Lastly they preview a road game in New England.
Andy and Matt return to do a final wrap of the Portland Timbers' preseason and discuss some of the early results of the new MLS season. The guys also preview the Philly game and remember a fond moment for Sebastien Le Toux in this week's Today in Sounders History.