Podcasts about pe10

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-34，今天分享的内容叫今天的市场—错觉与真相，来自敬畏知止。市场是投资者生存的土壤和环境，如果投资者不能对自己赖以生存的微观环境有个清晰的认识，无疑将自己置于不利地位。时至今日，应该说无论是上证指数、深圳成指、创业板和科创板的跌幅还是比较大的。相当多的股票自2020年高点以来也跌了一年半多了，以至于很多投资者本能的认为机会来了，自三季报全部披露以来，我也在寻找可能的投资机会，但却惊奇的发现，过去一年多的市场下跌更可能是给出的市场投资机会错觉，今天的投资决策反而变得更难了。抱着这一设想，我统计了目前市场静态估值水平和市盈率估值下的公司：1、亏损和PE超过50倍的公司总数从2121家反而增加到2296家，占比从43.57%上升到47.16%，竟然接近高达一半。我们虽然不能说这些公司均不具备投资价值，但这类公司肯定只有极少数、甚至是极个别的公司符合长期价值投资的要求。2、我大致观察了PE10倍，占比也是比去年少的，以下公司的特点，基本上集中于银行、煤炭化工类周期股、核酸检测类医药股。3、PE10-30倍的公司，这类公司行业分类就比较多了。鉴于本人能力有限，能够找出的具备相对确定性投资机会的公司也就大概50家左右吧。这里选择的最低标准是在可预见的今明两年业绩下降的可能性较低。对于受益于人民币贬值业绩增长的公司我的要求是营业收入也要有20%的增幅。神奇吧，经过了去年一年哀鸿遍野的下跌，能够投资、值得深度研究的公司反而更少了。造成这种现象可能的解释是：1、GDP增幅下降的对前三季度上市公司盈利能力的影响，直接的结果是市盈率为负的公司数量大幅上升；2、很多高估值公司过去一年只不过是经历再正常不过的估值回归，虽然这类公司较最高点跌了1年多，但如果说跌入价值区间可能为时尚早。不得不感慨下，在中国做价值投资、做时间的朋友太难了！但如果热衷于投机，又显然将自己置于更不利的投资环境中，毕竟这个市场很多人是靠信息吃饭的。显然我不具备信息优势；有些人是靠资金优势操纵股价吃饭的——虽然有些操纵行为游走于法律边缘，但这种价格操纵或影响长期看显然对散户投资者不友好。也就是说，这些资金就是割韭菜的。

Today's GuestWe're extremely excited to welcome Victor Vescovo to the podcast today.Victor is an American private equity investor, co-founder of Insight Equity, retired naval officer, and undersea explorer, being the first person to reach the deepest points of four of the Earth's five oceans during the Five Deeps Expedition of 2018-2019.In 2017, Vescovo became the 12th American to complete the “Explorers Grand Slam” which requires climbing the highest peak on all seven of the world's continents, including Mt. Everest.For more than 20 years, Vescovo served as an office in the U.S. Navy Reserve, retiring in 2014. He served at various times on extended active duty, including Pearl Harbor where he was posted after the 9/11 attacks as a counter-terrorism specialist. In the Private Equity world, he is cofounder and Managing Partner of Private Equity firm Insight Equity, an industrial buyout firm with over $1B AUM, where he focuses on growing and enhancing aerospace and defence firms.What's in this episode?In today's episode Victor chats with Alex about his experiences in mountaineering and undersea exploration and draws on the strong parallels between working in Private Equity and doing expeditions and military operations. What you'll learn Why risk mitigation plays a vital role in both expeditions and Private Equity InvestingWhy hesitating on decision making can kill your businessWhat Victor has drawn from his military background to influence his Private Equity firm todayThe most painful decision Victor has ever had to makeWhat drove Victor to set up his current PE Firm, Insight EquityHow 9/11 changed his lifeWhat makes some a great leader and top performerBreakdown4:40 - Why do some people take on more risk than others, in expeditions and in business?8:45 - The biggest mistakes Victor sees people making in PE10:16 - How Victor's military background influences his decision making today13:00 - Why Victor set up his PE Firm, Insight Equity16:04 - Victor describes what was working in the military was like17:30 - How to make partner in your firm19:57 - Victor's interpretation of what makes a great leader22:34 - The makeup of a top performer25:10 - Victor's likes and dislikes in the Private Equity Industry33:40 - what advice would you give to your 20 year old selfResourceshttps://www.linkedin.com/in/victor-vescovo-4a130775/https://fivedeeps.com/https://www.ted.com/speakers/victor_vescovohttps://www.insightequity.com/Thank you for tuning in!To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

Hi everybody. Welcome to Episode 10 of the Photography Explained podcast.I’m your host Rick McEvoy and I explain one photographic thing per episode in plain English in less that 10 minutes without the irrelevant detail. I have well over 30 years of experience in photography so I do know what I am talking about!In this episode - What Have We Learned So Far?Here is my answerWhat have we learned, briefly, and without any irrelevant detail - I must not forget that point!What photography isHow a camera worksHow to take a photoWhat the exposure triangle isDo we need cameras in 2020?The fundamentals of camerasAnd how to learn how to use a cameraAnd I have learnedTo relax and enjoy recording episodesTo not take this too seriouslyTo try to explain things in a logical order- exposure triangle was far too early in the seriesTo try and introduce more me to each episode, more ad libs, jokes, that sort of thingListen for more, or check out the transcript and even the blog post - so many ways to find out more!What’s next?Glad you asked! In Photography Explained Podcast PE11 - 10 Photography Things Explained QuicklyWhat to ask a question?Head over to the Want Me To Explain Something? page on the Photography Explained website and fill the form in and you are done!Check out my my blogCheck out my photography blog where you will find lots more photography stuff all written by me.Did you enjoy this episode?If you did please do the following, which will help me and not take too much time.· Rate and review my podcast· Subscribe· Tell anyone you think might like my podcastThank you very much for listening and see you on the next episode.Rick McEvoy – Photography Explained Podcast

Thank you to BetterHelp for supporting this week’s episode. Visit TryBetterHelp.com/DBA and get 10% off your first month! Thank you to Hello Fresh for supporting this week’s episode. Visit HelloFresh.com/PE10 and get up 10 10 free meals!In this episode we discuss the Spit-per-mouth ratio, Flat(er) Kansas, and that one Toe-Nail that NOBODY will touch. Enjoy.

Episode 10: Simply Marvelous (Apr. 25, 2018)On this episode: The band is back together and with Infinity War right around the corner, it only feels fitting to discuss the MCU. The High points, the low points, and our personal picks.Music by TeknoAXE - http://www.teknoaxe.comVideo ArchivesTwitch - https://twitch.tv/precipicepodcastYouTube - https://www.youtube.com/channel/UCMY9ntjCsOzv2nXp9d5eJcgFollow DorkyRaeTwitch - http://twitch.tv/dorkyraeTwitter - http://twitter.com/dorky_raeFacebook - https://www.facebook.com/DragonHordeCreations/Etsy - https://www.etsy.com/shop/DragonHordeCreationsFollow ThrabalenTwitch - https://twitch.tv/thrabalenTwitter - https://twitter.com/thrabalenFollow ToddEvfTwitch - http://twitch.tv/toddevfTwitter - http://twitter.com/toddevfFacebook - https://facebook.com/toddevfVisit the home of PODD Errorshttps://PODDErrors.Blogspot.comhttps://facebook.com/PrecipicePodcastSupport the Show, Share it, and Buy a Shirt!Gimmick Bag Shirts available Now! https://shop.spreadshirt.com/PrecipicePodcastLoot Crate™ delivers the best in geek + gaming gear. From collectibles, apparel, tech gadgets, art, and other epic gear, it's like Comic-Con in a box! Click the link to get started. http://goo.gl/r8AQ0n

#PE10 tracklist: 01. Ronski Speed and Mark Frisch — Welcome To Your Life (Original Mix) [Maracaido Records] 02. Aimoon — Always Spring [Red Soho] 03. Gelardi — Just Fly (Original Mix) [Infrasonic] 04. Santerna feat. Vadim K — The Maze Of Ice (Colonial One Remix) [Infrasonic] 05. Dmitry Strochenko — Again and Again (Tim Besamusca […]

An important factor in the development and main¬tenance of neuropathic pain is a loss of glycinergic inhibition in the spinal cord. Here glycine is the major inhibitory neuro¬transmitter, but it also has excitatory functions as an obligate co-agonist of glutamate at the NMDA re¬ceptor. Glycine concentration in the synaptic cleft is controlled by glycine transporter 1 and glycine transporter 2. Inhibition of these two glycine transporters can influence glycinergic neuro¬transmission. The goal of this study was to determine whether the intrathecal application of glycine transporter inhibitors ALX 5407 and ALX 1393, which would raise glycine levels in the synaptic cleft, can influence the nociception of rats. As gly¬cine acts on both the inhibitory glycine receptor and the excitatory NMDA receptor, we ex¬pected to see differential effects. Bennett and Xie´s chronic constriction injury model was used as a model for neuro¬pathic pain. Hyperalgesia and allodynia develop ten to twelve days after loose ligation of the left sciatic nerve and can be measured to quantify neuropathic pain. An intrathe¬cal PE10 catheter was inserted into the vertebral canal to enable application of both gly¬cine transporter in¬hibitors (three dos¬ages respectively: 10, 50 and 100 μg dis¬solved in 10 μl 100 % DMSO; n = 8) in the vicinity of the dorsal horn of the spinal cord. Following the treatment, me¬chanical paw withdrawal threshold was measured using a von Frey-filament and thermal paw withdrawal latency was measured using a modified Har¬greaves method. Both measurements were made for 240 minutes. The glycine transporter 1 inhibitor ALX 5407 had dose dependent differential effects on the noci¬cep¬tion of rats. Antinociceptive effects were obtained after application of the low and the high concentrations and pronociceptive effects were obtained after applica¬tion of the intermediate concentration. The pronociceptive actions were most prominent in the un¬injured right paw. There were no side effects. The glycine transporter 2 inhibitor ALX 1393 exerted exclusively antinociceptive ef¬fects that were significant only after appli¬cation of the high concentration. Additionally, at the high concentration, we observed severe neurological side effects in four of eight animals (pareses, paralysis, res¬piratory depres¬sion and analgesia). The pronociceptive effects of glycine transporter 1 inhibitor ALX 5407 can be ex¬plained by an in¬creased activation of NMDA receptor through un¬hampered spill over of synaptically released glycine. The antinociceptive effects of both glycine transporter inhibitors and the neurological side effects of the glycine transporter 2 inhibitor ALX 1393 are likely to be mediated by the gly¬cine receptor. This study shows, that neuropathic pain behaviour can be significantly in¬fluenced in vivo by manipulating glycine concentration through a singular intra¬the¬cal injection of spe¬cific glycine transporter inhibitors. The study of glycinergic neurotransmission with the aid of glycine transporter inhibi¬tors promises future development of potent and versatile therapeutics. These may have potential to treat neuropathic pain, act as muscle relaxants and analgesics and also function as cognitive enhancers and treatments for schizo¬phrenia.