Podcasts about NVR

In deze aflevering bespreken Marieke en Ilse het boek "Generatie angststoornis: wat sociale media met onze kinderen doen" van Jonathan Haidt. Je wordt je door dit boek weer extra bewust hoe we, te veel, bezig zijn met onze telefoon.Wil jij ook het NVR congres online terugkijken, ga dan naar www.nvr2025.com daar vind je de link!Als je een podcast onderwerp of thema hebt voor ons, dan kan je dit mailen naar: degeweldlozepodcast@geweldloos-verzet.nl. Dit kan ook in de vorm van een vraag zijn, deze vraag behandelen we dan (anoniem) in de podcast.Volg ons op Instagram @degeweldlozepodcast en/of stuur een dm.Of kijk voor meer informatie op www.geweldloos-verzet.nl 

Is the housing market sending warning signs about the U.S. economy? In this episode of The Fastest Four Minutes in Finance, Scott Inman breaks down the latest earnings reports from the Big 4 homebuilders—D.R. Horton, Lennar, Pulte Group, and NVR—and what their forward guidance says about affordability, tariffs, and mortgage rates. With the S&P 500 Homebuilding Index down 34% since its 2024 peak, what does this mean for investors and prospective homebuyers?

Na trhu je množstvo bezpečnostných kamier a alarmov, od lacných riešení z e-shopov až po profesionálne certifikované systémy. Čo sa skutočne oplatí pre spoľahlivú ochranu majetku? Aký je rozdiel medzi káblovým a bezdrôtovým systémom a na čo si dať pozor pri inštalácii a používaní? V novom dieli podcastu SHARE sa o zabezpečovacích systémoch pre domácnosti rozprávajú redaktori Živé.sk Maroš Žofčin a Lukáš Koškár, ktorý tému konzultoval s odborníkom z praxe. Redaktori Živé.sk vydávajú knihu: Zo série rozhovorov sa dozviete, ako umelá inteligencia čoskoro zásadne zmení svet okolo nás:TIP: https://zive.aktuality.sk/clanok/0RfdZVW/nahliadnite-do-buducnosti-vydavame-knihu-o-umelej-inteligencii/V podcaste hovoríme aj o týchto témach:Káblové vs. bezdrôtové kamery: Spoľahlivosť, výhody a nevýhody.Prečo je dôležitá certifikácia a odborná inštalácia systému?Právne otázky: Snímanie susedov a verejných priestranstiev.Komponenty systému: Kamery, NVR, disky, alarmy a senzory.Koľko stojí kvalitný zabezpečovací systém a oplatí sa šetriť?Téme sa venujeme aj tu:Zabezpečenie domácnosti musí fungovať aj hodiny po výpadku elektriny. Určite si pýtajte certifikát (rozhovor)Sú bezdrôtové bezpečnostné kamery spoľahlivé? Ako vybrať správnePodcast SHARE pripravuje magazín Živé.sk.

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Adam Patinkin of David Capital for his third appearance—this time for a much-requested update on British homebuilder and regeneration specialist Vistry (RY). Adam originally laid out a bold thesis in early 2024 that Vistry's transition to a pure-play partnerships business could mirror the NVR success story. But after a string of profit warnings and a collapsing share price, listeners wanted answers. Adam walks through what went wrong, why the company's current valuation doesn't match its fundamentals, and why David Capital doubled its position. The discussion probes management credibility, capital allocation, and how UK government policy is now aligning with Vistry's strategy.______________________________________________________________________[00:00:00] Intro and sponsor message for upcoming AI & finance webinar [00:00:40] Andrew welcomes Adam Patinkin for a follow-up discussion on Vistry [00:01:29] Context and disclaimer before discussing UK-listed stock Vistry [00:02:18] Adam gives a quick overview and update on Vistry's journey in 2024 [00:02:58] Explanation of David Capital doubling their position in Vistry [00:03:59] The original investment thesis in Vistry: value plus catalyst approach [00:04:51] Breakdown of Vistry's two segments: partnerships vs. housebuilding [00:06:58] Thesis: Transition to a pure-play partnerships business [00:08:34] Discussion on profit warnings and their impact on investor sentiment [00:10:13] Details of Vistry's missteps and housebuilding write-downs [00:12:29] Analysis of the market's reaction to one-time losses [00:15:29] Third warning due to delayed land sales and management's response [00:16:34] Clarification of misunderstandings around ongoing losses [00:17:57] Adam frames the four-part thesis and which parts still hold [00:19:09] Reaffirmation of medium-term targets for partnerships [00:20:54] Discussion on pace of housebuilding exit and management's actions [00:23:34] Ongoing share buybacks and potential for expansion [00:24:37] Breakdown of customer segments in the partnerships business [00:26:19] UK government's budget and policy impact on affordable housing [00:31:14] Overview of supportive labor government housing initiatives [00:35:05] Cash flow expectations from capital employed reduction [00:36:29] Valuation commentary and mispricing opportunities [00:37:54] Assessment of credibility and investment upside [00:41:51] Discussion on net debt figures and transparency [00:43:40] Capital structure comparisons with other builders [00:46:21] Considerations around lower buybacks vs. future flexibility [00:49:10] Why Vistry still represents compelling value despite concerns [00:52:08] Differentiating Vistry from UK housebuilder peers [00:55:05] Clarification of the NAV not falling due to deferred land sales [00:57:21] Framing margin of safety by cash flows rather than asset base [00:59:54] Summary of company positioning, tailwinds, and outlook Links:Daloopa Webinar: daloopa.com/yavwebinarDavid Capital: https://davidpartners.com/See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

On this Dialogue episode of The Synopsis, we answer listener questions and talk about RH, APi Global, Constellation Software, NVR, Dream Finder Homes, Axon, Copart, and a recent interview Drew Cohen gave with Compounding Quality. We hope you enjoy!   Mentioned Memo: An Interview on Investing with Speedwell's Drew Cohen ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive Research Reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (1:32) — RH and Macro (7:30) — APi Global Roll-Ups (and Constellation Software Parallels) (15:58) — NVR vs Dream Finders Home; Only Buy the Best? (26:30) — What Investment Rule do you Disagree With?  (31:20) — Axon, Copart, and Culture (38:59) — How to Make a Decision   -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Jason and Jeff explore the vast housing market and its investment opportunities. They discuss the importance of the housing sector and cover a range of topics, including home builders, the impact of aging housing stock, and the benefits of home improvement companies like Lowe's and Home Depot. They also highlight specific stocks and REITs and address the challenges and risks associated with housing investments. 01:34 Exploring the Housing Market05:39 The Home Builders Sector13:07 Top Home Builder Stocks27:33 Home Improvement Giants: Lowe's and Home Depot32:05 Economic Impact of Home Injuries32:49 Home Depot and Lowe's: Long-term Investments33:41 Dividend Growth and Share Buybacks34:43 Specialty Retail in Housing36:37 Sherwin Williams: A Success Story38:49 Investing in Construction Material Companies41:47 Exploring Real Estate Investment Trusts (REITs)47:29 ETFs for Housing Market ExposureCompanies mentioned: AOS, AZEK, AVB, DFH, FND, GRBK, HD, INVH, LEN, LL, LOW, MAA, MTH, NVR, RDFN, SHW, TREX, TTSH, ZSubscribe 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 finchat.io, visit https://finchat.io/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubeInvesting Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted *All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply.2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

In this interview we talk to Right Tail Capital's Founder, Jeremy Kokemor. Jeremy has been in the investment world for almost 3 decades and started his own investment firm back in 2022. In this conversation, he shares his experience running an investment advisory firm, how he picks stocks, and talks about 3 of his past investments in quality businesses. We hope you enjoy!  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Right Tail Capital Investment Philosophy (1:58) — How the Business of Investing Interrupts Good Investing (9:21) — Absolute vs Relative Return, Stock Selection (19:43) — Biggest Position, NVR, Dream Finders Homes, and Home Builders (31:26) — Murphy USA, Gas Station Industry (49:24) — Ferguson, Plumbing and HVAC B2B Distributors, Floor & Decor Similarities (1:01:24) — When Research Changed an Investment Thesis, Why Not Call it Left Tail Capital?    -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Das hauseigene Musikmagazin im Radio Stadtfilter; von unserer Musikredaktion sorgfältig ausgesuchte Release-Perlen, Künstler:innen-Interviews und Festivalreflexionen. Diese Woche mit dem Album der Woche von Park Jiha, einem EP-Release von Migati und unseren Favoriten aus den diesjährigen Demotape Clinic Sessions vom Festival M4Music: Paula Mia, Doom! Noo Yelbek, Tancia, PHSE SHFT und NVR. Eine Sendung produziert von Omar Fra und Claude Bühler.

Hello and welcome to PartnershipProject's first Parent Podcast.  This year we are focusing on Parental Presence in the form of monthly podcasts and blog posts.  These voices will be from current or past parents who have been referred to PartnershipProjects via a local authority or agency to work with our accredited NVR practitioners.  Here, they are permitting us to host their stories, their struggles and successes in their own words, using this platform to share their growth and continued practice of the approach.      We hope that each podcast highlights the unique differences in which NVR can support change in family settings.  This first podcast introduces Sarah an SGO who has been working with our accredited NVR practitioner Dr Tony Meehan https://www.partnershipprojectsuk.com/people/tony-meehan/ Tony has worked with Sarah for 18 months and utilised the NVR principles to support Sarah with her nonverbal autistic grandson, Harley.     PartnershipProjects is the UK's leading NVR (Non-Violent Resistance) Training provider for professionals and parent coaching.Our professional Podcasts are hosted by highly qualified trainers and practitioners, including Shila Desai, Jill Lubienski, Dr Peter Jakob, Rachael Aylmer, and influential guests. Listen in as they discuss current events, and relevant topics within the NVR community and beyond. This Podcast supports discussions about NVR and related subjects. The information and other content provided in this Podcast are not intended and should not be construed as professional advice, nor is the information a substitute for professional expertise or treatment. If you or any other person has a concern, you should consult with a professional NVR advisor. Never disregard professional advice or delay in seeking it because of something that you have heard on this Podcast or in any linked materials.The opinions and views expressed on this Podcast are those of the Podcast Presenter and have no relation to those of any academic, health practice or other institution, including those of PartnershipProjects UK Ltd.Parents: https://www.partnershipprojectsuk.com/non-violent-resistance-nvr/parents/ Professionals: https://www.partnershipprojectsuk.com/training-workshops/ ...

Cameras are a common and necessary component of ATM and branch security. However, older cameras have issues ranging from poor quality recordings to weak points. In today's episode of the Bank Customer Experience podcast, Bradley Cooper, editor of ATM Marketplace spoke with Joseph Parrillo, leader in the security solutions division, and Cody Anderson, implementations manager at Cook Solutions Group about how smart cameras can transform ATM and bank security.During the conversation, Parrillo and Anderson addresses a number of issues including:What are some of the issues with past camera technology?How expensive are smart cameras?Do these cameras require a DVR or NVR?How can they use AI?How does built-in analytics improve security?You can listen to the conversation in its entirety above.

On this week's show: Sonos has ambitious goals for the streaming space, Amazon is teasing a February mystery product event, Apollo Automation is shipping their Temp-1 sensor for Home Assistant users, a pick of the week, project updates, Gavin drops a bombshell about is new NVR system, and so much more!

This week, Han is joined by Julie and Fleur to discuss Non-Violent Resistance (NVR) in eating disorder recovery. Fleur, a mum of two, shares her experience using NVR to support her daughter through anorexia recovery with kindness and compassion. She highlights the importance of self-care and nurturing the parent-child relationship to help her daughter reconnect with the family instead of retreating into the disorder.Julie, a family therapist in a CAMHS Eating Disorders Team, has been using NVR since being inspired by parents' stories at a 2011 conference. With a passion for NVR, Julie shares how its principles guide her as both a therapist and parent, offering valuable insights for families supporting a loved one.This week, we discuss:What Non-Violent Resistance (NVR) is and how it supports individuals and families facing mental health challenges.Using NVR to help parents manage emotions and conversations with a loved one struggling with an eating disorder.The role of self-care and reconciliation gestures in reconnecting with a loved one.The value of external support and how it can differ based on individual needs.Strategies for managing frustration when a loved one isn't engaging in recovery.Navigating difficult conversations about eating and treatment without feeling misheard or upset.How to seek support from others, like schools, and what to request.The importance of modeling a fulfilling life to help a child distance themselves from their eating disorder.Rebuilding trust and navigating the festive season with your child.To find out more about NVR you can check out the following:Haim Omer - Non-Violent ResistanceJohn Burham - The Cycle of Supported Meal Please note that this podcast explores topics some individuals may find difficult to hear and should not be used as a replacement for professional advice. If you need further support after this podcast, please consider talking to someone you trust. You may also wish to reach out to your GP or mental health professional.We've included a list of additional support options in case you need them:Samaritans are here for whatever you are going through. You can call free any time, from any phone, on 116 123.FirstSteps Eating Disorders is an eating disorders charity for children and their families, young people, and adults affected by eating difficulties and disorders. You can call them on or email info@firststepsed.co.uk.Beat Eating Disorders is an eating disorder charity offering support for those with or supporting someone with an eating disorder. You can call their helpline for free on 0808 801 0677 (England), 0808 801 0432 (Scotland), 0808 801 0433 (Wales), 0808 801 0434 (Northern Ireland).

SLEERICKETS is a podcast about poetry and other intractable problems. NB: Michael Jordan is alive. The knights are of course shaped like horses.My book Midlife now exists. Buy it here, or leave it a rating here or hereFor more SLEERICKETS, check out the SECRET SHOW and join the group chatLeave the show a rating here (actually, just do it on your phone, it's easier). Thanks!Wear SLEERICKETS t-shirts and hoodies. They look good!SLEERICKETS is now on YouTube!Some of the topics mentioned in this episode:– Ding Liren– Wei Yi– Wei Yi's poem for Ding Liren w/ Ethan McGuire's literal rendering and transliteration– Gukesh Dommaraju– Poetry Says Ep 263. Water-dragon blues– Poetry Says Ep 97. What makes poets lucky– World Chess Championship 2024, Game 1– Dreaming of Li Bai by Du Fu– Chess24/Chess.com– Gotham Chess– Take Take Take– On Writing and Failure by Stephen Marche– The Stephen Marche episode– The Road Not Taken by Robert Frost– Sorrow and Words by Li Qingzhao– The Wild Swans at Coole by W. B. Yeats– Wild Geese by Mary Oliver– Ethan's NVR newsletter– An Alley in Avignon by Mary Jo Salter– Ethan's recent thematically cohesive commonplace bookFrequently mentioned names:– Joshua Mehigan– Shane McCrae– A. E. Stallings– Ryan Wilson– Morri Creech– Austin Allen– Jonathan Farmer– Zara Raab– Amit Majmudar– Ethan McGuire– Coleman Glenn– Chris Childers– Alexis Sears– JP Gritton– Alex Pepple– Ernie Hilbert– Joanna PearsonOther Ratbag Poetry Pods:Poetry Says by Alice AllanI Hate Matt Wall by Matt WallVersecraft by Elijah BlumovRatbag Poetics By David Jalal MotamedAlice: Poetry SaysBrian: @BPlatzerCameron: CameronWTC [at] hotmail [dot] comMatthew: sleerickets [at] gmail [dot] comMusic by ETRNLArt by Daniel Alexander Smith

Adrian Perks, adoptive parent and child and adolescent psychotherapist at Family Futures, discusses the importance of parent support, particularly for adoptive parents. He explains his training in EMDR (Eye Movement Desensitization and Reprocessing) and NVR (Non-Violent Resistance), emphasizing that NVR is not about restraint but therapeutic parenting techniques. Adrian highlights the need for early support for adoptive families and the benefits of self-care. He also mentions the practical aspects of NVR training, including de-escalation techniques and mindfulness exercises. To register your interest in our NVR training visit our website www.familyfutures.co.uk Created and produced by Charlotte Mumford

Should you put more cash in a high-yield CD with interest rates falling? Do share buybacks help drive future dividend growth? How should you approach investing in materials stocks? These are just a few of the questions Jeff and Jason give their answers to on this week's episode, our monthly mailbag for September! Do you have questions you'd like us to answer on a future episode? Send them to us using our social media accounts or email address! Companies mentioned: BIPC, DVN, MMM, NVR, OXY, PSX, SBUX, TXN, WBA ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted  *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bond's yield is a function of its market price, which can fluctuate; therefore a bond's YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule at https://public.com/disclosures/fee-schedule.    Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Markets, you got what you wanted. (00:21) Bill Mann and Ricky Mulvey discuss: - The rate cut from the Federal Reserve, and what the central bank is responding to. - New rules from the SEC that aim to make markets more efficient. - Tupperware Brands filing for bankruptcy. Then, (16:50) Mary Long and Motley Fool analyst Anthony Schiavone check in on housing stocks in the first of a two-part series. Visit our sponsor: www.landroverusa.com Companies discussed: TUP, AAPL, DFH, NVR, DHI Host: Ricky Mulvey Guests: Bill Mann, Mary Long, Anthony Schiavone Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we dig back into home automation, we talk a bit about choosing cameras for a large camera system, and of course we answer your questions! -- During The Show -- 00:52 Intro Home automation Weekend of learning 03:48 Monitoring Remote Location (Cameras) - Rob Powerline adapters might work Ubiquiti Nano Beam Synology Surveillance Station (https://www.synology.com/en-global/surveillance) Frigate Do not put the NVR on the internet Privacy File server upload Home Assistant events 17:18 Camera Systems for Tribal Lands - William NDAA compliant cameras and NVRs ReoLink NVR banned ReoLink Cameras depends - bad idea NDAA compliant brands 360 Vision Technology (360 VTL) Avigilon Axis Communications BCD International Commend FLIR Geutebrück iryx JCI/Tyco Security Mobotix Pelco Rhombus Systems Seek Thermal Solink Vaion/Ava WatchGuard Main 3 NVR in use Exac Vision Avigilon Milestone NDAA conversation Noah's favorites Axis FLIR #### 25:09 Charlie Finds e-ink android - Charlie Boox Palma (https://shop.boox.com/products/palma) Why a camera? Nice for reading Lineage or Graphene will NOT work 27:57 ESPDevices for Light Switches - Avri Shelly's are ESP32 devices Devices can talk to each other 30:00 Beaming podcasts to Volumio and Roku - Tiny Pulse Audio Write in! 31:40 News Wire 4M Linux 46 - opensourcefeed.org (https://www.opensourcefeed.org/4mlinux-46-release/) Debain Bookwork 12.7 - debian.org (https://www.debian.org/News/2024/20240831) Porteus 1.6 - porteus.org (https://forum.porteus.org/viewtopic.php?t=11426) Rhino Linux 2nd Release - itsfoss.com (https://news.itsfoss.com/rhino-linux-2024-2-release/) GNU Screen 5 - theregister.com (https://www.theregister.com/2024/09/03/gnu_screen_5/) Wireshark 4.4 - wireshark.org (https://www.wireshark.org/docs/relnotes/wireshark-4.4.0) Bugzilla releases - bugzilla.org (https://www.bugzilla.org/blog/2024/09/03/release-of-bugzilla-5.2-5.0.4.1-and-4.4.14/) Armbian 24.8 - armbian.com (https://www.armbian.com/newsflash/armbian-24-8-yelt/) Elasticsearch and Kibana licensing - businesswire.com (https://www.businesswire.com/news/home/20240829537786/en/Elastic-Announces-Open-Source-License-for-Elasticsearch-and-Kibana-Source-Code) Xe2 Linux Support - wccftech.com (https://wccftech.com/intel-push-out-xe2-graphics-enablement-linux-6-12-kernel/) Cicada3301 - thehackernews.com (https://thehackernews.com/2024/09/new-rust-based-ransomware-cicada3301.html) New Phi-3.5 AI Models - infoq.com (https://www.infoq.com/news/2024/08/microsoft-phi-3-5/) Open-Source, EU AI Act Compliant LLMs - techzine.eu (https://www.techzine.eu/blogs/privacy-compliance/123863/aleph-alphas-open-source-llms-fully-comply-with-the-ai-act/) View on Why AI Models Should be Open and Free for All - businessinsider.com (https://www.businessinsider.com/anima-anandkumar-ai-climate-change-open-source-caltech-nvidia-2024-8) 33:53 Hoptodesk Comparison to Team Viewer Hoptodesk (https://www.hoptodesk.com/) Free & Open Source Cross platform E2E Encryption Can self host the server Wayland is not officially supported 38:05 EmuDeck ArsTechnica (https://arstechnica.com/gaming/2024/08/emudeck-machines-pack-popular-emulation-suite-in-linux-powered-plug-and-play-pc/) Seeking funding Already been doing this on the steamdeck For retro games Drawing unwanted attention Powered by Bazzite 41:05 Home Automation Zwave Great for nerds/tinkering Not for professional installs RadioRA 2 Licensed dedicated frequency Central planning Never had a failure Designed to be integrated Orbit Panels and Shelly Pro Line Game changer 100% reliable People don't want a wall of dimmers Seeed Studio mmWave Sensor (https://wiki.seeedstudio.com/mmwave_human_detection_kit/) I don't like WiFi for automation Steve's experience -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! This Episode's Podcast Dashboard (http://podcast.asknoahshow.com/406) Phone Systems for Ask Noah provided by Voxtelesys (http://www.voxtelesys.com/asknoah) Join us in our dedicated chatroom #GeekLab:linuxdelta.com on Matrix (https://element.linuxdelta.com/#/room/#geeklab:linuxdelta.com) -- Stay In Touch -- Find all the resources for this show on the Ask Noah Dashboard Ask Noah Dashboard (http://www.asknoahshow.com) Need more help than a radio show can offer? Altispeed provides commercial IT services and they're excited to offer you a great deal for listening to the Ask Noah Show. Call today and ask about the discount for listeners of the Ask Noah Show! Altispeed Technologies (http://www.altispeed.com/) Contact Noah live [at] asknoahshow.com -- Twitter -- Noah - Kernellinux (https://twitter.com/kernellinux) Ask Noah Show (https://twitter.com/asknoahshow) Altispeed Technologies (https://twitter.com/altispeed)

This week Steve gives a deep dive into his adventures with Frigate, an open source NVR software. -- During The Show -- 00:46 Orbit Panels Installed at home First professional install Smart home issues 03:03 Oreon Desktop The Register (https://www.theregister.com/2024/08/20/oreon_lime_desktop_almalinux/) Distro based on Alma Linux Hard to get commercial Linux desktop right Oreon Project (https://oreonproject.org/) Company has support Focus on the desktop Has lots of extra packages/software Focus on stability 10:08 Serpent OS 9 to 5 Linux (https://9to5linux.com/serpent-os-gears-up-for-alpha-release-enables-framework-13-and-flathub-support) Serpent OS Alpha release Ikey Doherty 11:55 Cosmic OS 9 to 5 Linux (https://9to5linux.com/system76-launches-pop_os-24-04-lts-with-cosmic-alpha-desktop-environment) Pop!_OS 24.04 Alpha release of Cosmic Desktop Built for users System76 Cosmic (https://system76.com/cosmic) Easy to switch between traditional and tiling desktops Give System76 constructive feedback Available for many distros Tool kit is available on Mac and Windows 21:33 Buying/Owning Content ARSTechnica (https://arstechnica.com/gadgets/2024/08/redbox-app-starts-going-away-removing-purchased-content-from-owners/) Roku axed Redbox app You don't own anything purchased on a "service" 24:45 Sous Vide Cooker to Charge App is 10 years old Charging a subscription fee Claim is to cover hosting and downloads of the app Why not open source the app/protocol? ARSTechnica (https://arstechnica.com/gadgets/2024/08/smart-sous-vide-cooker-to-start-charging-2-month-for-10-year-old-companion-app/) 30:13 News Wire Batocera 40 - gamingonlinux.com (https://www.gamingonlinux.com/2024/08/retro-gaming-linux-distribution-batocera-40-released/) Deepin 23 deepin.org (https://www.deepin.org/en/deepin-23-is-officially-released/) TAILS 6.6 - torproject.org (https://blog.torproject.org/new-release-tails-66/) CockroachDB Licensing Change - techcrunch.com (https://techcrunch.com/2024/08/15/cockroach-labs-shakes-up-its-licensing-to-force-bigger-companies-to-pay/) Mesa 24.2.0 - mesa3d.org (https://docs.mesa3d.org/relnotes/24.2.0.html) Gentoo & IA-64 Itanium - Gentoo.org (https://www.gentoo.org/news/2024/08/14/Gentoo-drops-IA-64-support.html) OMI Joined ORGS - theregister.com (https://www.theregister.com/2024/08/13/open_model_initiative_linux_foundation/) Hermes 3 - siliconangle.com (https://siliconangle.com/2024/08/15/hermes-3-super-creative-version-open-source-llama-3-1-llm-struggles-inner-conflict/) NeuroTrALE - extremetech.com (https://www.extremetech.com/science/mit-scientists-detangle-the-brain-with-new-open-source-ai) 32:00 Frigate Make Good Mostly user error h.265 vs h.264 New release 0.14 complete rewrite of the UI User permissions exist now! Got a response on Github! 6 cameras plus a doorbell RioLink HA plugin did magic Moved from HA to Ryzen 1700 Power usage in HA vs Baremetal+GPU Network load Now up to 125 watts 5 disks 64 GB of RAM Tying into Home Assistant Open Source taking over proprietary Documentation Getting things "dialed in" Passing on "tribal knowledge" Calculating RAM usage Predicts disk usage Don't put it on the same box as Home Assistant -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! This Episode's Podcast Dashboard (http://podcast.asknoahshow.com/404) Phone Systems for Ask Noah provided by Voxtelesys (http://www.voxtelesys.com/asknoah) Join us in our dedicated chatroom #GeekLab:linuxdelta.com on Matrix (https://element.linuxdelta.com/#/room/#geeklab:linuxdelta.com) -- Stay In Touch -- Find all the resources for this show on the Ask Noah Dashboard Ask Noah Dashboard (http://www.asknoahshow.com) Need more help than a radio show can offer? Altispeed provides commercial IT services and they're excited to offer you a great deal for listening to the Ask Noah Show. Call today and ask about the discount for listeners of the Ask Noah Show! Altispeed Technologies (http://www.altispeed.com/) Contact Noah live [at] asknoahshow.com -- Twitter -- Noah - Kernellinux (https://twitter.com/kernellinux) Ask Noah Show (https://twitter.com/asknoahshow) Altispeed Technologies (https://twitter.com/altispeed)

I ask IPC Chief Economist Shawn DuBravac, what's behind the latest stock market turmoil, as we dissect the sell-off of tech stocks that rocked the market. We explore the compelling factors driving this volatility, such as Yen carry trade and a comprehensive repricing of risk, while considering the broader context of global uncertainties like conflicts and a potentially slowing US economy. As is traditional on EMS & The Economist, we walk through the latest book-to-bill numbers from IPC Research, as well as other data, like NVR's annual survey and in4ma's half year report produced in partnership with IPC. As well as presenting the numbers, Shawn and I dig into the anecdotes and trends behind them, while exploring some of the external factors driving them.Switching gears, we delve into the potential impact of the US presidential election on industrial manufacturing, considering new Democratic candidate, Kamala Harris. We explore how her policies might reshape the industrial landscape, especially in the Midwest, and the pivotal role of Vice Presidential candidates and swing states in this narrative. Shawn looks forward to what we might see as the candidates debate each other in the coming weeks.We also discuss the critical need for stable and clear policy frameworks for long-term business planning, the implications of Federal Reserve decisions, and the necessity of financial support and stimulus opportunities. Stay ahead of the curve as we anticipate our next show and the chance to discuss new data and political developments in the ever-evolving landscape.Like every episode of EMS@C-Level, this one was sponsored by global inspection leader Koh Young (https://www.kohyoung.com) and Adaptable Automation Specialist Launchpad.build (https://launchpad.build).You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.

In der heutigen Folge von “Alles auf Aktien” sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über fettige Gewinne für JM Smucker, ehrgeizige Expansionspläne von Robinhood und enttäuschende Zahlen bei DocuSign. Außerdem geht es um Vonovia, LEG, Aroundtown, Deutsche Bank, Commerzbank, Nvidia, Gamestop, Robinhood, DocuSign, JM Smucker, Nemetschek, SAP, Tui, Rational, Deutsche Börse, Traton, Morphosys, Sixt, SMA Solar, Nvidia Amazon, Apple, Alphabet, Tesla, Chipotle, Zoologischer Garten Berlin, Gelsenwasser, Mainova, Lindt & Sprüngli, NVR, Booking Holdings, Autozone, O‘Reilly Automotive, Fair Isaac, Deckers Outdoor, Regeneron Pharmaceuticals, LPP, Hermes, LVMH, Adyen, ASML, Broadcom, Costco, Eli Lilly, Intuit, Netflix, ServiceNow, BlackRock, Rational, Münchener Rück und Rheinmetall. Eure Sprachnachrichten für die 1000. Folge schickt ihr bitte an die Nummer: 0170/3753558. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Catena v. NVR

If you like books like Dune, movies like Star Wars, and magic systems akin to Brandon Sanderson novels, then check out the Dreaming Machines series and the currently posting book one: Asunder.In this episode we meet NVR-791 as he is born into his new world.

Domestic Violence prevention can sometimes seem like a far-fetched concept, no matter how much we dream of a world without violence. How do we eradicate a crime that is often unacknowledged, generational, and perpetrated behind closed doors? The answer is to be very creative and exceptionally smart, so we contacted one of the most brilliant and innovative advocates we know, Jessica Bender, of the WV Coalition Against Domestic Violence, to talk about the future of DV prevention in West Virginia.Join us as we discuss the challenges and reward of prevention work and learn more about the Coalition's new project NVR in WV. For more info on the project, you can reach Jessica at jbender@wvcadv.org.  Branches Domestic Violence Shelter has been providing services to. victims of domestic violence in the Appalachian communities of Cabell, Lincoln, Mason, Putnam, and Wayne counties in West Virginia.Let's Be Friends! On FacebookOn InstagramSign up for our NewsletterOr Donate.

On this episode of Chit Chat Stock, Ryan discusses why he has purchased two different homebuilding stocks for his portfolio in 2024. We discuss: 00:00 Introduction and Excitement for Home Building Stocks 02:12 Factors that Increased Interest in Home Building Stocks 06:29 Factors that Made Home Building Stocks More Attractive 08:33 What Home Builders Do11:18Land Option vs Raw Land Strategy 13:34 Cash Flow Conversion and Inventory Turnover 26:56 NVR: Best-Run Home Builder 32:53 D.R. Horton: Largest Home Builder 36:13 DR Horton: Strong Cash Flow and Buyback Potential 38:36 Dream Finders Homes: Rapid Growth and Expansion 42:33 Dream Finders Homes' Unique Growth Strategy 44:30 Red Flags and Risks for Dream Finders Homes 46:38 Potential Impact of Mortgage Rate Changes 49:01 Long-Term Demand for New Homes51:19Factors Influencing Migration Patterns 53:05 Opportunity in Home Builders' Valuations 54:04 Reasons to Sell: Yellow Flags and Interest Expense 56:15 Ryan's Never Sell Approach 57:43 Brett's Considerations for Buying 59:26 Closing Thoughts and Future Show Teasers Stocks mentioned: DHI, NVR, DFH ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks  Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks  Follow us on Substack: ⁠https://chitchatstocks.substack.com/  ********************************************************************* ⁠Public.com⁠ just launched options trading, and they're doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.  -Earn $0.18 rebate per contract traded  -No commission fees  -No per-contract fees  By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You'll know exactly how much they make from each trade because they literally give you half of it. Activate options trading at ⁠Public.com/chitchatstocks⁠ by March 31 to lock in your lifetime rebate.  Options are not suitable for all investors and carry significant risk.  Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 25% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Kyle Grieve chats with Jeremy Kokemor about why Jeremy has utilized Buffett's 0/6/25 model and why he thinks it's so powerful, why value, growth and quality are all important for successful investing, why price isn't the only way to get a margin of safety, why investors should look at reinvestment rates to help identify wonderful investments, why you should only invest in countries that have shareholder friendly regulations, how many investments per year concentrated investors need to be successful, and a whole lot more! IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 03:09 - Why the 0/6/25 model is so powerful and how it aligns Jeremy with his partners. 03:09 - Other methods that Jeremy has used to create alignment with his partners. 15:09 - How a high-quality, low-debt business can add to their margin of safety outside of price. 17:32 - Why Jeremy views the combination of value, growth, and quality as being important for his investing process. 19:17 - The similarities and differences between O'Reilly Auto Parts and NVR in terms of capital allocation. 24:14 - How Jeremy keeps costs down to help ensure his business model is optimized. 28:33 - Why Jeremy runs a concentrated portfolio. 34:27 - The importance of reinvestment into wonderful businesses and value creation. 40:08 - Why we should evaluate a business based on its ability to grow without reinvestment. 40:08 - The strengths of using multiple evaluation methods to help you understand the value of a business. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Read Jeremy's shareholder letters here. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Toyota DeleteMe Fundrise Linkedin Marketing Solutions NerdWallet TurboTax NetSuite Connect with Kyle: Twitter | LinkedIn | Website Connect with Jeremy: LinkedIn | Website | Twitter Learn more about your ad choices. Visit megaphone.fm/adchoices

This is Matt Reustle. Today, we are breaking down D.R. Horton, America's largest homebuilder. Our guest is Ed Wachenheim, Founder of Greenhaven Capital. Ed takes us through an incredible discussion of D.R. Horton and homebuilders broadly, including how much has changed with this business model over the years. Ed shares countless entertaining stories with the management teams and backs it all up with the numbers behind this business. It's an excellent conversation and an excellent glimpse at how someone like Ed approaches investments. Please enjoy this breakdown of D.R. Horton. Ed's Book: Common Stocks and Common Sense Interested in hiring from the Colossus Community? Click here. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Tegus, the go-to destination for bold investing. The investment research platform trusted by 95% of the top 20 global private equity firms just got even better. Building on their solid reputation for expert insights, Tegus has expanded to become the first true all-in-one research platform. The new Tegus makes diligence faster, easier, and more convenient than ever before. Your Tegus license gives you access to over 70,000 expert transcripts, more than 4,000 fully drivable financial models, and exclusive datasets like company management checks, industry KPIs, hard-to-find non-GAAP data, and more. Tegus is the fastest way to learn about a public or private company and the most cost-effective way to conduct investment research — now all under one roof. Learn more and get your free trial at tegus.com/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @zbfuss | @ReustleMatt | @domcooke 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 (00:04:33) First Question - Understanding the Home Building Business Model (00:06:56) Evolution of the Home Building Industry (00:09:41) The Impact of Land Ownership on Home Builders (00:14:29) A Transformation of the Home Building Business Model (00:17:35) Unique Characteristics of D.R. Horton (00:24:16) The Geographic Concentration of Home Builders (00:25:59) Current State and Future of the Home Building Industry (00:33:44) The Resilience of the Home Building Industry (00:34:56) Efficiencies and Margins in Home Building (00:37:02) Forecasting Revenue Growth in the Home Building Industry (00:40:04) Comparing D.R. Horton vs. NVR (00:41:23) The Valuation Gap in the Home Building Industry (00:57:05) The Shift Towards Institutional Ownership in Home Building (00:58:13) Impact of Interest Rates on Home Building (01:02:09) Lessons from Evaluating D.R. Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

If you've been paying attention to news in the real estate sector, you will know that new construction has faced many challenges since the beginning of the COVID-19 pandemic. From rising prices of construction materials to labor shortages and, most recently, high mortgage interest rates, the homebuilding industry has had more than its fair share of hard knocks. Indeed, homebuilder confidence dropped for three consecutive months in 2023.  And yet one of the most respected, successful investors out there invested in three big construction companies last year. Warren Buffett's Berkshire Hathaway disclosed investments in D.R. Horton, Lennar, and NVR, with a total investment of $814 million. And that's against Berkshire's overall wait-and-see approach.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Hello and welcome to the A&F podcast. In this episode we unpick a few questions in relation to post adoption contact as well as think about how much scaffolding is too much and downsizing when your children get to 18.  Here's a link for next Intro to NVR that we're holding on the 13th & 20th May. As it's online it's open to any persons from anywhere https://rb.gy/dx888x Link for other workshops: www.fasdireland.ie/workshops - this includes an Introduction to FASD. As always if you've experience of adoption, fostering or special guardianship from any perspective personal or professional and would like share that on the podcast please get in touch through the Facebook page, the app formerly known as Twitter or email us at AandFpodcast@gmail.com Listen/subscribe on iTunes here Spotify here Google here 

Hello and welcome to the A&F podcast. In this episode we unpick a few questions in relation to post adoption contact as well as think about how much scaffolding is too much and downsizing when your children get to 18.  Here's a link for next Intro to NVR that we're holding on the 13th & 20th May. As it's online it's open to any persons from anywhere https://rb.gy/dx888x Link for other workshops: www.fasdireland.ie/workshops - this includes an Introduction to FASD. As always if you've experience of adoption, fostering or special guardianship from any perspective personal or professional and would like share that on the podcast please get in touch through the Facebook page, the app formerly known as Twitter or email us at AandFpodcast@gmail.com Listen/subscribe on iTunes here Spotify here Google here

This week on Overpowering Emotions, I build on last week's discussion about extinction bursts and validation, diving into the empowering parenting approach of Non-Violent Resistance (NVR). I explore how NVR transitions families from accommodating anxious behaviours to fostering empowerment and resilience in children. NVR, initially a response to violent or self-destructive behaviours, is beneficial for managing a wide range of challenges, including anxiety-driven avoidance. In this episode, I highlight the core principles of NVR and discuss how NVR effectively alters family dynamics to promote bravery and resilience. You'll learn how this approach helps parents manage problematic anxiety-driven behaviours while maintaining a loving, connected relationship with their child. Listen in to learn more about the benefits of NVR, such as strengthening family relationships, fostering open communication, and reducing conflicts. And, most importantly, I will discuss practical strategies along with real-life examples to illustrate these strategies. Discover how NVR helps parents regain control and confidence in parenting, emphasizes empathy and validation, and ultimately helps children develop better coping skills and emotional regulation.Want to learn more about helping kids strengthen their emotion regulation skills and problem-solving brains while boosting their confidence, independence, and resilience? Check out my many training opportunities! https://drcarolinebuzanko.com/upcoming-events/

In this episode of The Synopsis we cover capital-light homebuilder, Dream Finders Homes. We dovetail into the homebuilding industry, the macro supply/ demand environment,  as well as detail Dream Finders Homes business model and how it differs from peer NVR. This podcast is informed by Speedwell Research's new short format reports, called “Exploratory Reports”. We released the first Exploratory Report on Dream Finders Homes for free (link below).  Dream Finders Homes Report Link: https://speedwellsnippets.substack.com/p/dream-finders-home-exploratory-report    -*-*-*-*-*-*-*-*-*-*- Show Notes  (0:00) - Intro, What is an Exploratory Research Piece? (2:37) - Macro Backdrop, Housing Supply/ Demand Factors (10:51) - Homebuilding as a Business  (13:57) - Dream Finders Homes History and Background (19:17) - ROIC, Financial Performance,  (22:36) - Capital-light Model vs Traditional  (27:14) - Original Capital-light Homebuilder, NVR and how NVR differs from DFH (34:08) - Competitive Factors, How do Homebuilders Differentiate?   (37:18) - Risks and Concerns  (42:36) - Closing Thoughts  (44:33) - Conclusion   -*-*-*-*-*-*-*-*-*-*-   Piece Introducing the The Value Capture Index: https://speedwellsnippets.substack.com/p/the-consumers-hierarchy-of-preferences-dc6    Speedwell's free newsletter: https://speedwellsnippets.substack.com/   More on Speedwell: https://speedwellsnippets.substack.com/p/speedwell-research-process-and-philosophy   Purchase a Speedwell Membership: https://speedwellresearch.com/subscribe/    Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. At the time of publishing, no contributors to the podcast had a position in DFH. Furthermore, accounts one or more contributors advise on did not  have a position in DFH. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ 

Mohnish Pabrai's Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023.   (00:00:00) - Introduction (00:01:57) - When to sell a stock; Amazon (00:09:00) - Starting Pabrai Investment Funds (00:13:35) - Berkshire's Twelve great decisions (00:16:25) - Berkshire's Japanese investments (00:20:52) - Identifying compounders (00:26:07) - Charlie's mental models (00:27:41) - Association tendency – Coca-Cola (00:29:32) - Human reciprocation tendency (00:34:09) - Cloning: Chipotle vs. Baja Fresh (00:38:06) - Steve Rattner: Overhaul (00:45:07) - Fiat Chrysler (00:47:25) - NVR (00:49:45) - Bridge vs. Investing (00:55:34) - The Dakshana Foundation

Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The current situation of home sales and what could change it. - Why homebuilders are in a good position right now. - If renting will become permanent for more Americans and which companies might benefit.  Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl Companies discussed: NVR, INVH, TOL, LEN, MAA, AVB

The best investor of all time invests in DR Horton, Lennar & NVR, we cover why he does this, where we are in the cycle and finish the episode off with CREA stats n Warren Buffett's Berkshire Hathaway disclosed $814 million in investments across three home builders Some of Buffett's best quotes and how they apply to Real Estate  Where we are in the Cycle - HOPE CHART  CREA stats Sign up for our Course  Course Sign up for the  Newsletter Meetups  Meetups Merch  merch Get a Pre Approval G & H Mortgage Group Work with Landbank LandBank Nick  Instagram.com/mybuddynick tiktok.com/@mybuddynick twitter.com/mybuddynick89 Dan twitter.com/daniel_foch  instagram.com/danielfoch tiktok.com/@danielfoch  See omnystudio.com/listener for privacy information.

欢迎收听雪球和喜马拉雅联合出品的财经有深度雪球国内领先的集投资交流交易一体的综合财富管理平台聪明的投资者都在这里。听众朋友们大家好我是主播匪石，今天分享的内容叫巴菲特新买入了15年涨40倍的霍顿房屋——对比中美房产商差异，来自浪里掌帆人。巴菲特掌管的伯克希尔披露了半年报，前五大重仓股没变，依然是苹果、美国银行、美国运通、雪佛龙、可口可乐公司5家公司。但老巴最近还加仓了好几家房地产商，持有约597万股的霍顿房屋，价值7.264亿美元；约15.3万股Lennar股票，价值1720万美元；1万多股NVR股票，价值7060万美元。其中霍顿房屋加仓市值最多，近15年来的股价走势看，从金融危机最低的3.17涨到现在的123，相当于15年涨了40倍。那么，中国的房地产商也正在经历一场危机，有没有哪家地产公司能够欲火重生，像霍顿房屋一样让大家大赚呢？想要回答这个问题，必须搞清楚中美房地产商的差异。从全世界来看，房地产典型的运作模式有六种：1）以美国“三巨头”为代表的住宅建筑商模式；2）以中国香港本地开发商为代表的“开发+持有”双轮驱动模式；3）以新加坡凯德集团为代表的资产管理人模式；4）以日本房企为代表的集团综合开发模式；5）以美国西蒙地产和中国香港领展房地产为代表的REITs模式；6）以世邦魏理仕为代表的综合服务商模式。美国的住宅建筑商干的也是开发，基本没有自持物业，乍看之下和国内的地产商类似，然而其中的差别却非常之大，且听我一一道来。1、买地差异房地产商最重要的原料就是土地，土地的成本高低对最终赚钱多少有极大的影响。从买地来讲，国内这些房地产商就已经输在了起跑线。以万科为例，按照初善君的统计：“从2011年-2022年十二年间，万科卖房子一共收到34791亿元，其中拿地花了12172亿元，占比35%；支付的税费4647亿元，占比13.36%。两者合计48.36%，差不多接近50%了。然后是上游企业，包括建筑、材料等等几十万家企业，拿走了12248亿元，占比35%。最后才是银行、员工和股东，一共11.16%，而股东永远是最少的。”房地产会向银行借钱，咱们大多数银行也是国资控股，也就是说你每花100万买的房子，就有50万以上支付给了国家，房子的真实建筑成本占比其实不大。国内没有广泛实行的地产税，卖地收入是地方政府得大头。房价越高，地价越高，土地财政的钱袋子就越鼓，所以作为单一的供应方，各个地方政府有充足的动力做高地价，房地产企业在买地的时候缺乏议价权。再加上国内买地是分期全额支付，超过一定时间不开发的话，政府理论上可以直接将其收回，这就导致国内房地产商在买地时的资金占用大，开发容错率小，利润空间自然就小了。但美国的卖地制度却不一样，房地产商可以通过期权锁定土地储备。土地期权是美国特有的一种工具，住宅建筑商与土地持有者签订契约，从而获得在未来以确定的价格购买该地块的权利，等于提前锁定了土地储备。期权费通常为地价的10%-20%，而如果判断土地并不适宜开发，仅损失期权费。霍顿房屋一般有70%左右的土地都是通过期权锁定的，土地储备覆盖倍数在6倍以上，但负债率却远低于国内房企的平均水平。美国很多地方政府的财政支柱是房产税，不是卖地收入。房地产商很多时候是和私人土地持有者打交道，不存在单一垄断的土地供应方，有这讨价还价的余地。在这种玩法下，霍顿房屋的资金占用小，开放容错率大，利润空间自然就大了。2、建设及销售周期我们国家是小区式的整体开发，一修就是上千户，本身的建设周期相对就长。由于买地的资金占用大，利息成本也高，国内的大部分房地产商采取了预售制，通过期房的方式先薅走买房者的羊毛。国内这些房地产的报表利润基本都是结转两三年前的销售收入。这种模式会极大的拉高负债率，一旦周转出现问题，就很容易导致短时间内崩盘，这就是恒大、融创、碧桂园等相继倒下的重要原因。美国没有我们这么大规模的整体开发和资金占用，霍顿房屋接的单子包括联排住宅、复式住宅和三层住宅等多层建筑，建设周期7个月左右，基本实现当年销售、当年回款和当年结算。因此，霍顿房屋的负债率低，资金回笼快，现金流状况好。3、财务表现资产周转。买地和销售的差异最终导致了房子周转率的不同。万科的土地周转率只有0.34左右，而霍顿每年的周转率1.4次。负债率。吸取了金融危机教训的霍顿房屋在不断降低自己的资产负债率，目前只有34%，现金短债比大致为4.5：1，没有任何的还债压力。万科的资产负债率，近十年都在80%上下，这还是运作较为正规的，其他通过表外融资的一些房企可想而知，负债率直接拉爆。我们推行的三道红线标准是“剔除预收款项后资产负债率不超过70%、净负债率不超过100%、现金短债比大于1”。这三道红线折杀了多少国内房企，但人家霍顿房屋是轻轻松松达标。净利率。霍顿房屋近十年的净利率是在不断上升的，从7个点到17个点多。万科六七年前的净利率还可以，但是这两年出现了大幅下滑，从顶峰的16%跌到去年的7.45%。随着市占率的提升，霍顿房屋的净利润在这十年来也是不断增长，最低增速10%，最高增速76%，看起来就是成长股，13年4.6亿美元利润，22年接近59亿美元利润，利润的增长推着股价走，霍顿房屋股价不断创新高是必然的。总之，国内地产商在拿地、建设和销售周期上都很难有本质性改观，和美国地产商业模式完全不一样。地产商过去的发展得益于城市化率的快速提升，随着城市化进程接近尾声，这种差的商业模式弊端显现，对股东来讲不是一门好生意。

Podcast: Analysts Like These Ethical and Sustainable Stocks Transcript & Links, Episode 105, May 5, 2023 By Ron Robins, MBA. Analyst and Tutor Hello, Ron Robins here. Now I'm recording and publishing this podcast episode 1-day early. The reason, tomorrow, May 5th I plan to have up my terrific new website. So, just in case there are any hitches, I decided to do this podcast 1-day early. Hence, please do visit my brand-new site tomorrow! So, welcome to this podcast episode 105 titled “Analysts Like These Ethical and Sustainable Stocks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Now if any terms are unfamiliar to you, simply Google them. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief so that I can get as many companies covered as possible in the time allowed. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 8 article links below that time didn't allow me to review them here. ------------------------------------------------------------- 1) Analysts Like These Ethical and Sustainable Stocks Now our first article has the title 13 Best Ethical Companies to Invest in According to Reddit. It's by Fahad Saleem and found on insidermonkey.com. Here are Reddit's picks with some comments by Mr. Saleem... “For this article we scoured several discussion boards on Reddit where hundreds of people have discussed their favorite companies for ethical investing… 13. ASN Biodiversity Fund (ASABNEI:NA) Number of Hedge Fund Holders: N/A Netherlands-based ASN Bank offers several sustainable, green and ethical investment options. Redditors frequently mention ASN Biodiversity Fund as a viable option for ethical investors. 12. Sage Potash Corp. (TSXV:SAGE.V) Hedge Fund Holders: N/A Potash plays a key role in fertilizer production, can increase crop yields and increase resilience of crops against pests. Sage Potash Corp is a Canadian company that explores for potash. 11. Rocket Lab USA, Inc. (NASDAQ:RKLB) Hedge Fund Holders: 12 Rocket Lab was specially mentioned by some Redditors as a suitable option for those who want to invest in space and rocket technologies. 10. Beyond Meat, Inc. (NASDAQ:BYND) Hedge Fund Holders: 13 Beyond Meat is one of the leaders in the plant-based meat industry… The biggest hedge fund stakeholder of Beyond Meat was Ray Dalio's Bridgewater Associates which owns a $1.4 million stake in the company. 9. Apple Inc. (NASDAQ:AAPL) Hedge Fund Holders: 135 Apple Inc.'s ESG scores are impressive and the company is investing heavily in ESG-related projects… 8. Ecolab Inc. (NYSE:ECL) Hedge Fund Holders: 47 Ecolab Inc. was specifically mentioned by several Redditors as the company is one of the leaders in the water treatment industry. Ecolab Inc. has an impressive ESG profile. 7. Enphase Energy, Inc. (NASDAQ:ENPH) Hedge Fund Holders: 63 Enphase Energy makes solar micro-inverters, battery energy storage and EV charging stations. 6. Costco Wholesale Corporation (NASDAQ:COST) Hedge Fund Holders: 66 Redditors praise Costco Wholesale Corporation's proactive approach in increasing wages and overall employee benefits. 5. Tesla, Inc. (NASDAQ:TSLA) Hedge Fund Holders: 91 While Tesla's ESG rating has dropped over the past few months, the stock remains a popular choice of Redditors… Hedge funds are also bullish on Tesla. 4. NVIDIA Corporation (NASDAQ:NVDA) Hedge Fund Holders: 106 We chose NVIDIA for our list of the best ethical companies to invest in according to Reddit because the stock ranks higher in the portfolio of Vanguard ESG U.S. Stock ETF (ESGV), one of the most favorite choices of ethical investors on Reddit. 3. Visa Inc. (NYSE:V) Hedge Fund Holders: 177 Visa Inc. makes it to our list of the best ethical companies to invest in according to Reddit because it is the top holding of the Global Sustainability Leaders ETF, which is a popular ethical investing option among Redditors. 2. Amazon.com, Inc. (NASDAQ:AMZN) Hedge Fund Holders: 240 Amazon.com is added in our list of the best ethical companies to invest in because it's one of the biggest holdings of Vanguard FTSE Social Index Fund Institutional Shares (MUTF:VFTNX), which is recommended by Redditors for ethical investing. 1. Microsoft Corporation (NASDAQ:MSFT) Hedge Fund Holders: 259 Microsoft Corporation is one of the best ethical companies to invest in according to Reddit because the company is the biggest holding of iShares MSCI USA ESG Select ETF (NYSEARCA: SUSA), an ETF that is quite popular among ethical investors on Reddit discussion boards.” End quotes. ------------------------------------------------------------- 2) Analysts Like These Ethical and Sustainable Stocks Our next article has the title Four Sustainable Investments That Could Have a Positive Impact. It's by Peter Krull who publishes on kiplinger.com. Here's some of what Mr. Krull says about his picks. “1. STMicroelectronics (STM) Much of this Swiss semiconductor company's technology is used in devices that you use every day, like tablets and automobile infotainment systems… STMicroelectronics also makes chips that help control the motors in EVs, chips that help distribute solar power more efficiently and chips that are helping to create smart homes, cities and industries. 2. Acuity Brands (AYI) Acuity Brands manufactures a wide array of lighting products, from home to office and industrial. It even makes ultraviolet lights to disinfect health care facilities (and others) that require sterilization. 3. Hannon Armstrong Sustainable Infrastructure (HASI) Hannon Armstrong…finances a range of projects broken down into three areas: behind-the-meter, grid-connected and fuels, transport and nature… It's also involved in landfill gas projects, commercial fleet decarbonization and ecological restoration… The stock pays a nice dividend as well. 4. AXS Green Alpha ETF (NXTE) The folks at Green Alpha have been managing sustainable investments for years… they know what they're doing. They eschew the recent trend of creating, as I call them, ‘less bad' ESG portfolios and focus on solutions-based investments in the next economy.” End quotes. ------------------------------------------------------------- 3) Analysts Like These Ethical and Sustainable Stocks Many people believe that US interest rates are heading down from here, which could give a lift to the housing market. So the most recommended US homebuilders are getting a bid. Hence, this article titled 5 Best Homebuilder Stocks Sorted By Hedge Fund Sentiment. It's by Fahad Saleem on insidermonkey.com. Now let's see some of what Mr. Saleem says about his recommendations. “To see more such companies, go directly to List of Homebuilder Stocks Sorted By Hedge Fund Sentiment. 5. KB Home (NYSE:KBH) Hedge Fund Holders: 31 JPMorgan recently upgraded KB Home stock after the company posted strong quarterly results and gave a solid 2023 guidance. 4. Toll Brothers, Inc. (NYSE:TOL) Hedge Fund Holders: 37 Shares of Toll Brothers have gained about 22% year to date through April 24. In March, Toll Brothers upped its dividend by 5%. 3. NVR, Inc. (NYSE:NVR) Hedge Fund Holders: 39 Pennsylvania-based home construction and mortgage services company NVR ranks 3rd in our list of the top homebuilding stocks popular among elite hedge funds. 2. D.R. Horton, Inc. (NYSE:DHI) Hedge Fund Holders: 46 1. Lennar Corporation (NYSE:LEN) Hedge Fund Holders: 54.” End quotes. ------------------------------------------------------------- 4) Analysts Like These Ethical and Sustainable Stocks Now we turn to one of our investors' favorite sectors with this article titled The 9 Best Wind Energy Stocks To Buy Now. It's by Phillip Ekuwem and seen on thestockdork.com. Here are some thoughts by Mr. Ekuwem on each of his picks. “1. NextEra Energy Inc. (NYSE: NEE) NextEra Energy is a leading clean energy company based in Juno Beach, Florida. The company primarily generates and distributes electricity from renewable sources such as wind farms and solar power… Investors also stand to earn dividends, with NextEra Energy recording a strong dividend yield of 2.46%. 2. Clearway Energy Inc. (NYSE: CWEN) Clearway Energy is a leading renewable energy company that owns and operates a diversified portfolio of clean energy assets across the United States… It rewards its shareholders with a dividend yield of 4.80%. 3. General Electric Company (NYSE: GE) GE is organized into four business divisions: Aviation, Healthcare, Power, and Renewable Energy.  The Renewable Energy division develops and manufactures wind turbines and other clean energy solutions. 4. Plug Power Inc. (NASDAQ: PLUG) Founded in 1997, Plug Power is a New York-based leading provider of hydrogen fuel cell systems for a wide range of applications, including material handling, stationary power, and on-road vehicles… It produces and distributes green hydrogen, which it creates using renewable energy sources such as wind and solar power. 5. Brookfield Renewable Partners L.P. (NYSE: BEP)  The company, based in Bermuda, has a diverse portfolio that includes hydroelectric, wind, solar, and storage assets… across North America, South America, Europe, and Asia.  6. Dominion Energy Inc. (NYSE: D) Dominion Energy Inc. is… one of the largest producers and transporters of energy in the United States… Dominion Energy's business primarily focuses on electric, gas, and energy infrastructure… Dominion Energy is investing in renewable energy and clean technologies, including offshore wind power, solar power, and energy storage to achieve this goal. 7. Eversource Energy (NYSE: ES) Is committed to reducing its carbon footprint to net-zero carbon emissions by 2030… The company invests in renewable energy, such as wind and solar, for energy efficiency and grid modernization. 8. TPI Composites Inc. (NASDAQ: TPIC) (Is) a global manufacturer of composite wind blades and other composite structures for the wind energy, transportation, and industrial markets… It is one of the world's largest independent manufacturers of wind blades. 9. Array Technologies Inc. (NASDAQ: ARRY) Array Technologies' primary business is designing, manufacturing, and installing solar tracking systems, which optimize solar panels' energy output by tracking the sun's movement throughout the day.” End quotes. ------------------------------------------------------------- 5) Analysts Like These Ethical and Sustainable Stocks We continue with the renewable energy theme with this title. The 4 Best EV Battery Stocks Under $10 To Buy Now. By Enrico Caschetta on thestockdork.com. Here's some of what Mr. Caschetta says about these stocks. “1. CBAK Energy Technology Inc (NASDAQ: CBAT) CBAT is a Chinese company that specializes in researching, developing, and manufacturing lithium-ion batteries for EVs and other energy storage systems. 2. Quantumscape Corp (NYSE: QS) Is a US-based company developing next-generation solid-state lithium-metal batteries for EVs.  3. Kandi Technologies Group, Inc. (NASDAQ: KNDI) Kandi is a Chinese company that designs, develops, and manufactures electric vehicles (EVs) and EV parts, including batteries.  4. Panasonic Holdings (OTCMKTS: PCRFY) Panasonic is barely admittable to our list as the company is only a dollar short of $10.” End quotes. ------------------------------------------------------------- Other Honorable Mention – not in any order 1. Title: ETFs for Green Investing Ahead of Earth Day on zacks.com. By Sweta Killa. 2. Title: Why Union Pacific is a Top Socially Responsible Dividend Stock (UNP) on nasdaq.com. By BNK Invest. 3. Title: Iberdrola's big bet on renewable energy is working on qz.com. By Nate DiCamillo. 4. Title: 4 Renewable Energy Stocks Set to Beat Q1 Earnings Estimates -on zacks.com. By Aparajita Dutta. 5. Title: Top Wind Energy Stocks for Q2 2023 on investopedia.com. By Noah Bolton. 6. Title: 25 Most Environmentally Friendly Companies in the World on yahoo.com. By Laiba Immad. Articles from Outside the US 1. India. Title: Top 10 Best Corporate Social Responsibility Companies In Europe 2023 on inventica.co.in. By kritikabhaskar. 2. Canada. Title: This new ETF offers a challenge to socially responsible investing skeptics on theglobeandmail.com. By Rob Carrick. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Analysts Like These Ethical and Sustainable Stocks.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these terribly troubled times! Contact me if you have any questions. Thank you for listening. Talk to you next on May 19th. Bye for now. © 2023 Ron Robins, Investing for the Soul

In this episode I'm talking all about schools and how NVR can help.Just a reminder that we have lots of free resources on our website https://connectivefamily.com/

Today we discuss the history, business model, and financials of NVR Inc, a home builder, to determine if it is a potentially good investment for individual investors. We go over the company's financials, including their revenues, home building income, and net income, including the fact that NVR's net income has doubled (!!) over the past couple of years, and their earnings per share have been increasing rapidly. We also look at the risks of this cyclical company.History of NVR: [00:00:00]Business Model: [00:08:07]Financials: [00:08:58]NVR Inc. Risks and Conclusion: [00:14:34]

NVR TGTHR is a Duluth rock band formed by Chandler, Derrick, Jesse, Nikki, and Ryan (formally of Social Animals) All have been in the Duluth music scene for quite sometime. NVR is a dark dance pop group, with vocals to match. "it started without being able to meet because of the pandemic. So 'Never Together' was born." Photo credit: Abby Lorenz You can check out NVR TGTHR here: https://www.facebook.com/nvr.tgthr.band

Devin Lofland of NVR Rest teaches us the difference between building a product and building a brand. In This Episode: 03:00 - Growing up as an outlier 05:30 - Intellectual pursuits 08:00 - Lessons from his first business 11:00 - Building a brand with passion 18:00 - Brand versus products 22:20 - The future of NVR rest 23:20 - The 4x48 challenge 25:30 - His best marketing advice 29:00 - What a brand is and is not 30:50 - The overlap of health & fitness 34:20 - Using fitness to manage emotions 40:00 - Having audacious goals 44:40 - Growing up as a military child 49:50 - Rapid fire questions 57:50 - Solve a problem 3-Tip Tuesday's - Marketing Tips to Attract More Leads! Get all links, resources, and show notes at: www.coreyhi.com/podcast/072

During our third quarter 2022 portfolio update, Ensemble Capital's Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed holdings NVR and Schwab, the current market and economic situation, as well as recent portfolio performance. There's a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.

NVR is a homebuilder in the United States. The company has two segments: Homebuilding and Mortgage Banking. The company has a unique strategy in its homebuilding process that your hosts cover in the first portion of this episode. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brett and Ryan go through the history, financials, and future prospects of NVR. Enjoy the show! Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:10) Industry | (12:30) Management & Ownership | (15:27) Earnings | (20:03) Balance Sheet | (23:41) Valuation | (26:17) Our Analysis | (29:17) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

From the time we are kids, we are taught that anxiety is dangerous and that the solution to its pain is to eradicate it like we do any disease—prevent it, avoid it, and stamp it out at all costs. Yet cutting-edge therapies, hundreds of self-help books, and medications have failed to keep anxiety at bay. A third of us will struggle with anxiety disorders in our lifetime and rates in children and adults continue to skyrocket. But are we thinking about anxiety all wrong? Dr. Tracy Dennis-Tiwary thinks so and joins us for a wide-ranging discussion on how anxiety can become a superpower in one's career. In this episode, we dive into her brilliant book, "Future Tense: Why Anxiety Is Good For You (Even Thought It Feels Bad)." If you struggle with anxiety in a professional setting, in your relationships, or even in parenting your kids, this episode will help you think differently about stress. The only thing you should do faster than listen to this episode is head to Amazon to buy her book with more "aha moments" than Frank's time learning from Ian's greatness at NVR. Buy the book here: https://www.amazon.com/gp/product/B09GRLT7ZY/ref=dbs_a_def_rwt_hsch_vapi_tkin_p1_i0

While some tech companies announce lay-offs, others are posting blowout earnings. (00:21) Deidre Woollard and Tim Beyers discuss: - How a decrease in consumer spending is hitting SaaS companies in unexpected ways. - Why The Trade Desk is thriving in a tough environment. - A “cautious” view on tech layoffs (and why we aren't hitting the panic button). - Why Walmart might join the streaming wars. - A brilliant, tiny company that's not getting enough attention from investors. Plus, (15:00) Jason Moser and Matt Argersinger look at how companies are managing their share count, and one homebuilder that's outperformed Amazon for more than a decade. Stocks mentioned: DDOG, TTD, WMT, SNAP, GRPN, JAMF, META, NVR, LOW, NVDA, AMZN Host: Deidre Woollard Guests: Tim Beyers, Jason Moser, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

In this episode of the Top of Mind podcast, Mike Simonsen sits down with Kevin Oakley, Managing Partner at Do You Convert, to get insights into what's happening right now with new home construction. Kevin discusses the impact of the pandemic on the new homes landscape, the affordability challenge with new homes, which markets will see inventory rise as new homes hit the market, and more. About Kevin Oakley Kevin Oakley is one of the most trusted names in new home marketing to builders and developers across North America. He has over 17 years of experience running marketing and sales operations for home builders of all shapes, sizes, and areas of expertise, including at NVR, Maronda Homes, and Heartland Homes. Kevin is now a Managing Partner at Do You Convert, which is a leading provider of digital marketing for home builders. Kevin's background gives him a unique perspective on the challenges of today's market. He's the Author of Presale Without Fail: The Secret to Launching New Communities with Maximum Results. He's also the Host of the Market Proof Marketing podcast. Here's a glimpse of what you'll learn:  How the pandemic reshaped the home building landscape The impact of record-low consumer sentiment on the market for new homes The latest on what's happening with supply chain issues Why new homes are often hit harder by economic downturns Which markets may see a spike in inventory when new homes hit the market The challenge of affordability in new home construction Featuring Mike Simonsen, CEO of Altos Research A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets. Resources mentioned in this episode: Kevin Oakley on LinkedIn Kevin Oakley on Twitter Do You Convert Market Proof Marketing podcast Consumer Sentiment Index - University of Michigan National Association of Home Builders Mike Simonsen on LinkedIn Altos Research Follow us on Twitter for more data analysis and insights: https://twitter.com/altosresearch https://twitter.com/mikesimonsen See you next week!

Oprogramowanie determinuje użyteczność sprzętu, to fakt. Dziś chyba jeszcze bardziej niż przed laty. To, na co kiedyś pozwalały programy, a to co umożliwiają dziś pozwala wyciągnąć – skądinąd słuszny – wniosek, że wyobraźnia i kreatywność ludzka zdaje się nie mieć granic. Niestety, często ta deweloperska inwencja twórcza prowadzi do nadużyć i stajemy się ofiarami złośliwego oprogramowania. Postanowiliśmy przedyskutować ten problem, wskazać przykłady aplikacji, których warto się wystrzegać, oraz przedstawić sposoby na namierzenie i eliminację „szkodnika”. Witryna programu CleanMyMac X. Wspomniane w odcinku drzwiczki dla fafinka z kamerką. Miejsca które warto przejrzeć w poszukiwaniu programów startujących z systemem: /System/Library/LaunchAgents /System/Library/LaunchDaemons /System/Library/StartupItems /Library/LaunchAgents /Library/LaunchDaemons /Library/StartupItems ~/Library/LaunchAgents ~/Library/LaunchDaemons Tip odcinka: nowy rejestrator z serii NVR z technologią głębokiego uczenia – Synology DVA1622 Partnerem applejuice i sponsorem podkastu kompot jest firma Synology. Nasz podkast znajdziecie w Apple Podcasts (link), możecie też dodać do swojego ulubionego czytnika RSS (link), obejrzeć na YouTube (link), wysłuchać w serwisach: Spotify (link), Google Podcasts (link), TuneIn (link), Overcast (link), Castbox (link), PlayerFM (link), Pocket Casts (link), myTuner (link) lub przesłuchać bezpośrednio w przeglądarce (link). Zapraszamy do kontaktu na Twitterze: Remek Rychlewski @RZoG. Marek Telecki @mantis30. Natomiast całe przedsięwzięcie firmuje konto @ApplejuicePl.

Wall Street pros and individual investors are sifting through lots of noise to find signals about the stock market. (0:30) Matt Argersinger and Jason Moser discuss: - The lack of clarity (at the moment) facing investors - Former growth stocks (PayPal, Netflix, Facebook) being added to the Russell 1000 Value Index - What the latest results from homebuilder KB Home reveal about housing - The latest from DocuSign, Darden Restaurants, and Kellogg. (19:00) Jim Mueller analyzes the companies competing for Netflix's ad business, opportunities in the metaverse, and Big Tech's pursuit of streaming live sports. (33:00) Jason and Matt answer a listener's question about Activision Blizzard and share two stocks on their radar: Qualcomm and eBay. Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit Stocks discussed on the show: NFLX, PYPL, META, FDX, DOCU, DRI, KBH, NVR, DHI, K, ROKU, TTD, GOOGL, RBLX, SRAD, AAPL, CMCSA, AMZN, ATVI, QCOM, EBAY Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Jim Mueller Engineer: Dan Boyd

What precautions (if any) do you take when traveling with your electronics to another country or to a hacking conference? Noah and Steve dig into the idea of travel security. Your questions, our picks, it's a packed episode you don't want to miss! -- During The Show -- 01:50 Followup AV system - Kevin Conference PC Linux distro Ubuntu Mate 03:00 GDPR Compliant Forms for gathering feedback - Friso WuFoo Help (https://help.wufoo.com/articles/en_US/kb/wufoo-gdpr) Nextcloud Forms (https://nextcloud.com/blog/nextcloud-forms-is-here-to-take-on-gafam/) Avoid wordpress, industry moving to static sites 06:20 Users Respond to Jellyfin on Pi4 - Richard & James JellyFin on Pi4 works great! Transcoding can be limited on the Pi 13:25 ZFS Questions - Simon pushd & popd stacks Advantages/Disadvantages of ZFS Compression BTRFS Linux Ninja's BTRFS article (https://www.linuxninja.guru/why-i-avoid-using-btrfs/) Linux Ninja changed his mind! 27:15 User responds to NVR software - Pat Orchid Fusion (Multi Location) IP Configure (https://www.ipconfigure.com/) 29:30 TwoBit Asked - Quiet Replacement Fans Fans? Dell FanKit (https://www.amazon.com/DELL-6248-FANKIT-2-Quiet-Supply-Replacement-PowerConnect/dp/B00VXHUVZI) 30:29 Gadget of the Week - Open Source Trackball Ploopy Open Source Trackball (https://ploopy.co/) Easily Sourced parts 3D Printed Parts $210-$228 CAD 33:30 Linux News Wire Kali Linux 2022.2 Released Bleeping Computer (https://www.bleepingcomputer.com/news/security/kali-linux-20222-released-with-10-new-tools-wsl-improvements-and-more/) Fedora 36 Released Fedora Magazine (https://fedoramagazine.org/announcing-fedora-36/) Zdnet (https://www.zdnet.com/article/fedora-36-is-one-of-the-best-options-for-new-linux-users/) Budgie on Fedora Its Foss (https://news.itsfoss.com/fudgie-fedora-budgie-announcement/) RHEL 9 Released Red Hat (https://www.redhat.com/en/about/press-releases/red-hat-defines-new-epicenter-innovation-red-hat-enterprise-linux-9) HPCWire (https://www.hpcwire.com/off-the-wire/red-hat-releases-enterprise-linux-9/) RHEL 8.6 Arrived Zdnet (https://www.zdnet.com/article/red-hat-enterprise-linux-8-6-better-security-more-options/) Rocky Linux lands $26M Zdnet (https://www.zdnet.com/article/rocky-linux-developer-lands-26m-funding-for-enterprise-open-source-push/) Aiven $210M Series D Aiven.io (https://aiven.io/press/Aiven-raises-210M-to-invest-in-sustainable-open-source-cloud) Open Source TrackBall The Verge (https://www.theverge.com/2022/5/10/23065171/ploopy-trackball-open-source-vergecast-podcast) NVIDIA Open Source GPU Kernel Modules Zdnet (https://www.zdnet.com/article/nvidia-finally-releases-open-source-gpu-kernel-modules-for-linux/) Nvidia (https://developer.nvidia.com/blog/nvidia-releases-open-source-gpu-kernel-modules/) Intel Poaches Open Source Veterans The News Stack (https://thenewstack.io/intel-poaches-open-source-execs-from-netflix-apple-to-boost-linux-efforts/) GM and Red Hat Linux Vehicle OS Clean Technica (https://cleantechnica.com/2022/05/16/gm-teams-up-with-red-hat-for-linux-vehicle-operating-system/) Docker Desktop on Linux Zdnet (https://www.zdnet.com/article/docker-desktop-for-linux-finally-arrives/) Open Source Maintenance Crew Venture Beat (https://venturebeat.com/2022/05/12/google-open-source-maintenance-crew/) Zdnet (https://www.zdnet.com/article/google-here-comes-our-open-source-maintenance-crew/) Open Source Mobile AR Hand-Object Interaction Venture Beat (https://venturebeat.com/2022/05/16/brown-university-researchers-open-source-mobile-ar-hand-object-interaction-library/) Jest Transferring to OpenJS Foundation Engineering.fb.com (https://engineering.fb.com/2022/05/11/open-source/jest-openjs-foundation/) Ethical First Thinking Cert for Software Devs InfoWorld (https://www.infoworld.com/article/3660637/cncf-launches-ethics-in-open-source-training-course.html) Kylin OS Targeting Second RISC-V Platform The Register (https://www.theregister.com/2022/05/16/kylin_risc_v/) USAF IT Chief 'bullish' on Open Source FCW.com (https://www.fcw.com/security/2022/05/why-usafs-it-chief-bullish-open-source/366836/) Linux Foundation and OpenSSF Brought Exeutives and Gov Leaders Together Tech News World (https://www.technewsworld.com/story/open-source-leaders-push-wh-for-security-action-176531.html) 36:12 Personal OpSec & Travel Bio-metrics are not passwords Steve's Security Precautions Burner Phone International Travel Hacker Conventions Be Nice to the Boarder Guards Give thought to how you pack your stuff Creature Comforts Briggs & Riley @Work Large Cargo Backpack (https://www.briggs-riley.com/products/at-work-large-cargo-backpack-kp436) -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! This Episode's Podcast Dashboard (http://podcast.asknoahshow.com/286) Phone Systems for Ask Noah provided by Voxtelesys (http://www.voxtelesys.com/asknoah) Join us in our dedicated chatroom #GeekLab:linuxdelta.com on Matrix (https://element.linuxdelta.com/#/room/#geeklab:linuxdelta.com) -- Stay In Touch -- Find all the resources for this show on the Ask Noah Dashboard Ask Noah Dashboard (http://www.asknoahshow.com) Need more help than a radio show can offer? Altispeed provides commercial IT services and they're excited to offer you a great deal for listening to the Ask Noah Show. Call today and ask about the discount for listeners of the Ask Noah Show! Altispeed Technologies (http://www.altispeed.com/) Contact Noah live [at] asknoahshow.com -- Twitter -- Noah - Kernellinux (https://twitter.com/kernellinux) Ask Noah Show (https://twitter.com/asknoahshow) Altispeed Technologies (https://twitter.com/altispeed) Special Guest: Steve Ovens.

NeuroViscero Regulation Therapy For access to blog, article, video, shareable quotes: http://advancednaturopathic.com/NVR-therapy/ Get Dr. Roberts' new book: http://advancednaturopathic.com/building-a-healthy-child/ Join Us on Facebook: https://www.facebook.com/AdvancedNaturopathic/ Follow Us on Twitter: https://twitter.com/drmelinaroberts Instagram: https://www.instagram.com/drmelinaroberts/ YouTube: https://www.youtube.com/user/drmelinaroberts/ Online Courses: https://drmelinaroberts.mykajabi.com/ -------------------- ABOUT DR. MELINA ROBERTS ------------------- Dr. Melina Roberts is a Naturopathic Doctor, Author of Building a Healthy Child, TEDx Speaker, Founder and Medical Director of Advanced Naturopathic Medical Centre in Calgary. She is a leading authority in the field of naturopathic medicine specializing in European Biological Medicine effectively treating digestive issues, chronic disease and cancer. ------------------- ABOUT ADVANCED NATUROPATHIC MEDICAL CENTRE ------------------- Advanced Naturopathic Medical Centre is Canada's Comprehensive Centre for Biological Medicine. We are a patient-focused, professional medical practice that utilizes advanced, comprehensive testing and therapies to help people of all ages and all levels of health to be able to reach their optimal health. Visit our website: http://advancednaturopathic.com/ ------------------ SUBSCRIBE ------------------ Never miss a video and join our YouTube community: https://www.youtube.com/user/drmelinaroberts

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über das Ende einer großen Anlageidee und desaströse Zahlen bei Rivian und erklären, wie inflationsgeschützte Anleihen wirklich funktionieren. Außerdem geht es um Amazon, NVR, Booking Holdings,  Autozone, Chipotle, Mettler-Toledo, Tesla, Blackrock, Regeneron, Broadcom , Thermofisher, Servicenow, Costco MSCI , Intuit, K+S, BMW,  Hugo Boss, Hannover Rück, DocuSign, Rivian, Pinduoduo, JD.com, Nio, Alibaba, Mobius Emerging Market Funds (WKN: A2N5T3)  und iShares EUR Inflation Linked Govt Bond (WKN: A0HGV1). "Alles auf Aktien" ist der tägliche Börsen-Shot aus der WELT-Wirtschaftsredaktion. Die Wirtschafts- und Finanzjournalisten Holger Zschäpitz, Anja Ettel, Philipp Vetter, Daniel Eckert und Nando Sommerfeldt diskutieren im Wechsel über die wichtigsten News an den Märkten und das Finanzthema des Tages. Außerdem gibt es jeden Tag eine Inspiration, die das Leben leichter machen soll. In nur zehn Minuten geht es um alles, was man aktuell über Aktien, ETFs, Fonds und erfolgreiche Geldanlage wissen sollte. Für erfahrene Anleger und Neueinsteiger. Montag bis Freitag, ab 5 Uhr morgens. Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Kick-off Politik - Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. Mehr auf welt.de/kickoff und überall, wo es Podcasts gibt. +++Werbung+++ Hier geht's zur App: Scalable Capital ist der Broker mit Flatrate. Unbegrenzt Aktien traden und alle ETFs kostenlos besparen – für nur 2,99 € im Monat, ohne weitere Kosten. Und jetzt ab aufs Parkett, die Scalable App downloaden und loslegen. Hier geht's zur App: https://bit.ly/3abrHQm Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html