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This episode focuses on tarriffs - how investors should think about them, how they should position their portfolios, and the types of companies that will continue to prosper.Industry super funds have turned to private assets to invest the retirement savings of millions of Australians. In this week's Unconventional Wisdom column, Mark explores whether they live up to the hype. The proposed $3 million super cap was originally seen as a tax for the wealthy. With no adjustment for inflation, with time it will impact more and more Australians. Shani's Future Focus column looks at whether investors should stop contributing to their super, and the ways in which they can approach the problem. Warren Buffett often cites Phil Fisher as one of his biggest investing influences. In this week's Bookworm, Joseph explores one of Fisher's essential criteria for a long-term holding. As Joseph shows, this 'X factor' can be the difference between owning a company that fizzles out after an initial success and one that continues to thrive for many years. Australia's obsession with homeownership is constantly increasing, as first home buyers rush to get on the ladder. Last week, Sim explored whether you should save for a deposit or invest in shares. It appears that amongst the shares vs housing debate, there emerges a third, enigmatic wildcard that is ‘Rent-vesting'.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
Show Notes: Jung Park, a Korean immigrant, faced a conflict between her passion for acting and her academic pursuits. She initially wanted to concentrate in visual arts but ultimately chose English and American Literature and Language, which she loved. Despite this, she was conflicted about pursuing his artistic dreams versus what was expected of her. Joining AFTRA and Going into Law School In her junior year, she auditioned for an open call search for an ABC after-school special about kids with HIV and AIDS, which led to her joining the Screen Actors Guild, renowned as "SAG-AFTRA." After a year in Boston, she returned to California and had to choose between continuing acting, moving to LA, or going to law school. She auditioned for a talent agency in San Diego and was accepted into law school. A Stand-up Comedian at Law School While in law school, Jung began doing stand-up comedy in Sacramento and moved to San Francisco, working in law firms and doing stand-up comedy at night. She eventually opened her own law firm in San Francisco and took on numerous cases, including helping a Vietnamese woman avoid deportation for a felony she committed. Jung had wonderful mentors in law, including 70-year-old white men in plaintiff-side civil litigation. She turned down a position at a major law firm after being nominated for the American Ends of Court, which was a group of old white lawyers. Instead, she auditioned and got into a traveling theater program with Kaiser Permanente, which offered health insurance for actors. Pursuing Acting and Leaving Law Jung began her acting career in high schools, continuation schools, and juvenile detention centers, performing educational theater shows and counseling Q&As. She later moved to Southern California and focused on stand-up, sketch, and improv. She joined the La Troupe improv training program and worked at a plaintiff side civil litigation law office, where she worked on behalf of farm workers and other vulnerable individuals. In 2012, she grew tired of being a lawyer and opened a Speech and Debate Academy in Pasadena, California. The academy focuses on helping kids be empowered and find their voice. The academy has been around for 13 years and has participated in the Harvard speech and debate tournament. The pandemic hit, and Jung found fulfillment in coaching speech and running her business. She joined an acting class before the pandemic and enjoyed hobnobbing for coffee afterwards. However, during the pandemic, her teacher encouraged her students to start TikTok accounts and post videos related to their work. She had a sketch idea developed in their sketch writing class, which was set up as a GPS that tells driving directions with the Korean accent. A Career Shift to Screenwriting Jung is now focusing on writing scripts and developing her content to elevate her unique voice. She has also joined Harvardwood, an organization of Harvard alums in the Hollywood industry, where she took a writing class and attended webinars. She is currently getting a director certificate through UCLA Extension and working on a couple of silly short films. One of her projects is a magical realism short story about an old Asian Tiger Mom visited by a mysterious pigeon. She plans to rewrite it as a short film script and act in it herself, as she can do the pigeon well. She is also considering renting out pigeons for TV or film to see how they move and what they could do. Jung grew up in the Mexican border town of Calexico, near Yuma. She talks about the transition to Harvard and experiencing culture shock. Her stand-up comedy often deals with her experiences growing up in a Mexican American border town and feeling more Latina than Korean. She talks about her family and how her father's paranoia fueled a lot of jokes. She enjoyed her stand-up and has been considering writing new material or trying it out on America's Got Talent. Her last performance was a staged play reading for a Jewish Arts Council group in San Santa Barbara, which was a fundraiser. Influential Harvard Professors and Courses Jung, a self-professed word nerd, was accepted into a special graduate seminar led by Phil Fisher, the head of the English department. The seminar focused on close reading of novels, a subject Park was deeply interested in. Fisher warned that few undergrads would be accepted, and Jung was accepted into the seminar, which she found to be a valuable learning experience. The seminar helped her understand the meanings of the first few pages of a novel and the larger work. She has since used this knowledge to teach English classes and writing skills to students, demonstrating the importance of close reading and analysis in academic pursuits. Timestamps: 03:15: Balancing Law and Art 07:50: Transition to Acting and Comedy 12:06: Establishing the Speech and Debate Academy 14:09: Re-entering Acting and Social Media Success 19:34: Current Projects and Future Aspirations Links: Instagram handle: @momentswithjung TikTok handle: @momentswithjung Linktree (shows links to all Jung's sites): https://linktr.ee/JungPark Speech and debate academy website for Nova 42: www.nova42.com Short story Freebird that reached Top 50, Launch Pad Prose Competition 2024 ,and is on the Coverfly Red list as #13 Drama Short Story (Prose) in the past year: https://writers.coverfly.com/projects/view/37d599e9-9323-4be6-8b60-d58eeb335c04/FREEBIRD Jung's IMDB profile:https://www.imdb.com/name/nm2575833/ Featured Non-profit: The featured non-profit of this episode of The 92 Report is Generation recommended by Bonnie Theriault who reports: "Hi. I'm Bonnie Theriault, class of 1992 the featured nonprofit of this episode of The 92 Report is Generation. Generation is a global nonprofit that supports people to achieve economic mobility and a better life by training, placing and supporting them into employment. I have been a generation for the past six years, and am privileged to serve as the chief partnerships officer. You can learn more about generations work at www.generation.org and now here is Will Bachmann with this week's episode." To learn more about their work visit: https://www.generation.org/
Matt Cochrane and I are reuniting to discuss another investing classic.Today's episode is about Poor Charlie's Almanac: The Essential Wit & Wisdom of Charlie Munger. Poor Charlie's Almanac is a collection of essays & speeches from Charlie Munger, along with Munger's commentary on them, highlighting his unique approach to business & life.We've discussed three other books: Peter Lynch's Beating the Street, the Little Book that Builds Wealth, and Phil Fisher's classic, Common Stocks & Uncommon Profits. I encourage you to check out those episodes.Links* Poor Charlie's Almanac: https://www.amazon.com/Poor-Charlies-Almanack-Essential-Charles/dp/1953953239DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
Matt Cochrane returns to the podcast! We have been doing a bunch of episodes where we re-read investing classics and talk about them. So far, we've revisited “Beating the Street” by Peter Lynch and “Common Stocks and Uncommon Profits” by Phil Fisher.Today, we're going to talk about “The Little Book That Builds Wealth” by Pat Dorsey.Pat Dorsey was the pioneer behind Morningstar's economic moat concept. Morningstar currently ranks companies based on whether or not they deem them to have a wide moat, a narrow moat, or no moat. Dorsey put together that entire framework. Today, he runs money based on trying to buy moats at reasonable prices.Links* The Little Book That Builds Wealth: https://www.amazon.com/Little-Book-That-Builds-Wealth-ebook/dp/B07MMYC9VT* Long Term Mindset: https://longtermmindset.co/start/DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
In this episode of Insight is Capital, Pierre welcomes Dr. Todd Finkle, esteemed Pigott Professor of Entrepreneurship at Gonzaga University and author of 'Warren Buffett: Investor and Entrepreneur.' Dr. Finkle draws on nearly two decades of research and personal experiences and notably, his connection to the Buffett family (he shares his memories of friendship and hanging around at school with Buffett's son, Pete, and his friendship with both he and Susie), of taking students to meet Warren Buffett in Omaha, to explore Buffett's investment philosophy, entrepreneurial spirit, and the lasting impact of Buffett's childhood during the Great Depression. The discussion highlights the influence of key figures like Charlie Munger and Phil Fisher in Buffett's life, the importance of critical thinking, and the value of surrounding oneself with supportive individuals. Dr. Finkle shares the challenges of writing his book and the invaluable lessons learned from Buffett's mistakes while providing unique insights about the importance to Buffett and Munger of avoiding toxic people and embracing continual, lifelong learning.Timestamped Highlights00:00 Introduction to Dr. Todd Finkle and His Unique Insights on Warren Buffett01:31 Dr. Finkle's Personal Connection to Warren Buffett and family02:49 Warren Buffett's Philosophy and Influence07:08 Buffett's Humble and Positive Character10:20 Family Ties and Early Life in Omaha28:04 The Entrepreneurial Spirit of Young Warren Buffett35:27 Dr. Finkle's Journey to Writing the Book38:05 Meeting Warren Buffett: A Professor's Experience41:33 Meeting Warren Buffett: A Life-Changing Experience42:39 Exploring Omaha: The Heart of Buffett's Investments44:27 Buffett's Investment Philosophy and Local Business Support46:02 The Humble Life of Warren Buffett56:40 Buffett's Mistakes and Lessons Learned01:10:09 The Entrepreneurial Spirit of Warren Buffett01:17:31 The Future of Berkshire Hathaway01:24:10 The Importance of Critical Thinking and Entrepreneurship01:25:59 Final Thoughts and Best Advice
Matt Cochrane and I revisited Common Stocks & Uncommon Profits and discussed it in depth. I hope you enjoy the discussion.The book is an investing classic and Warren Buffett credits the book for changing his views towards more of a quality orientation.Links:* Common Stocks & Uncommon Profits: https://www.amazon.com/Common-Stocks-Uncommon-Profits-Writings/dp/0471445509* Long Term Mindset: https://longtermmindset.co/start/DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
Neste episódio, Emília Vieira e Pamela Macedo falam sobre investimento em valor e sobre a importância de seguir uma filosofia de investimento testada pelo tempo. Explicam o que torna um negócio excecional, e porque é que estas empresas conseguem capitalizar valor no longo prazo. "A filosofia de investimentos é uma espécie de estrela polar que dita as decisões que tomamos e nos permite manter o rumo". Bibliografia: “Buffettology” by Mary Buffett and David Clark “Triumph of the Optimists” by Elroy Dimson, Paul Marsh and Mike Staunton “Common Stocks and Uncommon Profits” by Phil Fisher "Berkshire Hathaway - Letters to Shareholders 1965 -2014
BONUS EPISODE: My interview with Assel Altayeva on her wonderful podcast: Femmes Finance Podcast. I highly recommend it! From Assel: Welcome to the Femmes Finance Podcast, the ultimate destination for young women who want to take control of their finances and achieve financial independence and career success. Episode Summary: What does it take to become a successful value investor? In this episode, we're joined by Bogumil Baranowski, an experienced Investment Advisor and Founding Partner of Sicart Associates, a boutique investment firm that caters to families and entrepreneurs on both sides of the Atlantic and the Pacific. Bogumil is also a podcast host of Talking Billions, TEDx speaker, and author of three bestselling books about investing, managing family fortunes, and navigating crisis.In this episode, you have an amazing opportunity to learn from Bogumil Baranowski about investment strategies and disciplines, drawing on the wisdom of successful investors such as Warren Buffett, Peter Lynch, and Phil Fisher. This episode is packed with valuable advice on investment management and empowerment, Don't miss out on this exciting podcast episode! Chapters: 0:01:33 - Introduction to Investment 0:07:15 - Investment Strategies 0:13:32 - Common Mistakes in Value Investing 0:22:42 - The Benefits of Passive Investing 0:27:51 - Learning From Financial History 0:36:33 - Nurturing Investment Talent Follow Us: Assel ALTAYEVA: LinkedIn (https://www.linkedin.com/in/asselaltayeva/) Femmes Finance (https://www.linkedin.com/company/femmesfinance/?viewAsMember=true) Bogumil BARANOWSKI: LinkedIn (https://www.linkedin.com/in/bogumil-baranowski/) Personal Website (https://www.bogumilbaranowski.com/) Talking Billions Podcast (https://www.talkingbillions.co/) Crisis Investing Book - Amazon Link Money, Life, Family Book - Amazon Link Outsmarting the Crowd Book - Amazon Link TEDx | The Great Investor In You - YouTube Link ---- Crisis Investing: 100 Essays - My new book. To get regular updates and bonus content, please sign-up for my substack: https://bogumilbaranowski.substack.com/ Follow me on Twitter: https://twitter.com/bogumil_nyc Learn more about Bogumil Baranowski Learn more about Sicart Associates, LLC. NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available adviserinfo.sec.gov --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message
Clip is from the 1995 Berkshire Hathaway annual meeting.
On this week's episode of Kingdom Faith, we talk about why we work out and how if benefits our Christian walk. If you have a comment or question, email us at kingdomfaith2001@gmail.com. Thank you for listening to Kingdom Faith!!! --- Send in a voice message: https://podcasters.spotify.com/pod/show/kingdomfaith/message
On this week's episode of Kingdom Faith, we talk about what's been going on with the podcast and where it's going we also catch up with Phil to see what's been going on in his life. If you have a comment or question, email us at kingdomfaith2001@gmail.com. Thank you for listening to Kingdom Faith!!! --- Send in a voice message: https://anchor.fm/kingdomfaith/message
En este podcast te traigo a Phil Fisher, el padre del Growth Investing. En él te muestro sus 15 secretos de inversión y que te permitirán invertir en una excelente estrategia de inversión en bolsa. Quédate hasta el final para conocer mi opinión. ★☆★ DESCARGAS GRATUITAS
IN THIS EPISODE, YOU'LL LEARN:00:44 - Why you need to know how to value stocks.02:27 - What a discounted cash flow model is, and how it's used to value stocks.05:35 - How discount rates affect the valuation of stocks.11:44 - Other methods Clay uses to determine if a stock is potentially undervalued.12:23 - How to use the TIP Finance tool to calculate the IRR of a stock.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESCheck out the website - Buffett's Books.Robert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Check out William Green's interview with Bill Miller.Preston Pysh & Stig Brodersen's book, Warren Buffett Accounting.Peter Lynch's book, One Up On Wall Street.Phil Fisher's book, Common Stocks and Uncommon Profits.How to Invest in Stocks: The Ultimate Guide for Beginners.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Find Pros & Fair Pricing for Any Home Project for Free with Angi.Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Watch full engaging videos on our popular Youtube channel: Motivation 2 invest (3 million views) https://youtu.be/B-aFdgN1o4U
IN THIS EPISODE, YOU'LL LEARN:00:45 - What you should know before investing in individual stocks.02:20 - What we can learn from Bill Miller's and other super investors' experiences investing in individual stocks.06:53 - Why many great investors are looking for asymmetric opportunities in the market.08:32 - How we can benefit from the mood swings of Mr. Market.09:28 - What the efficient market hypothesis is.17:34 - Clay's top tips for those interested in buying individual stocks.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESPreston Pysh & Stig Brodersen's book, Warren Buffett Accounting.Peter Lynch's book, One Up On Wall Street.Phil Fisher's book, Common Stocks and Uncommon Profits.How to Invest in Stocks: The Ultimate Guide for Beginners.Robert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Related Episode: Investing Like Warren Buffett w/ Jake Taylor - MI125.Related Episode: Studying Superinvestors & Investing Checklists w/ Tom Botica - MI148.Related Episode: Investing Legend Bill Miller on Amazon, Bitcoin, & Buffett - RWH007.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Read this episode's transcript and full show notes on our website.Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this week's episode we talk to Linton Lewis and his clubmates from Ammanford Cricket Club. Linton, born in Saint Vincent and the Grenadines in the Caribbean, came to Ammanford in 1981 as an unknown young cricketer from the West Indies. When he left the club in 1989 he had transformed the club's fortunes and left behind a series of exploits that were legendary throughout South Wales and beyond. Those interested in learning more about Linton's experiences at Ammanford can do no better than read this wonderful article on the Dai Sport website which we used in the research for our podcast:https://www.dai-sport.com/linton-lewis-lawyer-politician-multi-millionaire-and-welsh-club-cricket-legend/ Listen in as we talk to Linton, Ammanford club captain Jeff Roach and past players Colin Mathews, Phil Fisher and Richard Evans as they recall those tumultuous years when the club was catapulted from Division 3 of the South Wales Cricket Association to Division 1, winning 3 Welsh cups along the way and completing the double of Division 1 Champions and Welsh Cup Winners in 1986.
According to some investors on social media, collecting passive income from dividend stocks is one of the best ways to make money in the stock market. But dividend stocks have downsides that are rarely ever talked about. In Episode #84 of the CMQ Investing podcast, you'll learn why many great businesses (including Berkshire Hathaway) don't pay dividends—and why, according to legendary investor Phil Fisher, stocks that don't pay dividends are often superior for long-term investors.
My shares of Alibaba (BABA) dropped below $100 today as investors are panic selling. I was tempted to sell, but thankfully I was reminded of a timeless investing lesson from legendary investor Phil Fisher.
Emotions running high after witnessing today's market volatility? Checklists are a simple and powerful tool you can use to stay rational in a volatile market and avoid making major investing mistakes. In Episode #67 of the CMQ Investing podcast, I share legendary investor Phil Fisher's 15-point checklist for identifying worthwhile investments. The checklist comes from Fisher's great book about investing, "Common Stocks and Uncommon Profits." If you enjoy the episode, please follow and share, and be sure to listen to Episode #39: 9 Major Investing Mistakes Every Investor Should Know About.
Episode #50 of the CMQ Investing podcast gives you the (unconventional) wisdom you need to navigate inflation as an investor. You will learn why cash is not always trash, even during an inflationary period like the one we are experiencing together in 2021. This episode features the time-tested investing wisdom of Phil Fisher, as shared in his book, Paths to Wealth Through Common Stocks. There is also an appearance from Nobel Prize winning physicist Richard Feynman.
In this episode we discuss DS Smith, Dunelm, Halfords, Gamma Communications, Ted Baker & AcuityAds. There is also a book review of Paths to Wealth through Common Stocks by Phil Fisher at the end. $smds $dnlm $hfd $gama $ted $at
In the special 100th episode of Inside The Rope, David is joined by Hamish Douglass of Magellan. Throughout the episode, Hamish references some of the world's greatest investors such as Warren Buffet, Benjamin Graham, Phil Fisher and Peter Lynch and discusses the impact these legends have had on Hamish's own approach to investing. Hamish highlights some of the key behaviours that lead some investors to be successful and offers thoughts on how we can leverage these behaviours throughout our own investing to achieve better outcomes. David and Hamish additionally discuss Hamish's stance on cryptocurrencies, and reflect on Hamish's previous prediction that it is inevitable Bitcoin will go to zero. Lastly, Hamish shares his current view on the COVID-19 pandemic, as well as his thoughts on the potential impact of inflation on financial markets. Hamish Douglass is Co-Founder, Chairman and Chief Investment Officer of Magellan Financial Group, and Lead Portfolio Manager of Magellan's Global Equity strategies. Hamish is a former member of the Australian government's Financial Literacy Board, the Australian government's Takeovers Panel, the Australian government's Foreign Investment Review Board and the Forum of Young Global Leaders – World Economic Forum. Hamish is a Director of the Victor Chang Cardiac Research Institute.
What do you get when you combine Berkshire Hathaway's approach with early-stage venture capital? Altos Ventures. We're joined by Altos's wonderful Ho Nam to discuss their highly unusual approach to VC, which has resulted in them becoming significant shareholders in great companies like Roblox, Coupang, Woowa Brothers and Krafton (makers of PUBG). This episode is an absolute must-listen for anyone in our industry — Ho is one of the best and most under-the-radar thinkers in Silicon Valley, and has many lessons to offer us all! If you love Acquired and want more, join our LP Community for access to over 50 LP-only episodes, monthly Zoom calls, and live access for big events like our Book Clubs. We can't wait to see you there. Join here at: https://acquired.fm/lp/ Sponsors: Thanks to MITIMCo for being our presenting sponsor for this special episode. They are truly some of the best and most well-known investors in the LP community, and their investment performance supports MIT's cutting-edge research, and world-class education. If you or someone you know is starting a fund or recently launched, or if you are interested in learning about the MITIMCo team, get in touch with them at: http://bit.ly/acquiredmitimco , and tell them that you heard about MITIMCo on Acquired. Thank you as well to Masterworks and to Perkins Coie. You can learn more about them at: http://bit.ly/acquiredmasterworks (use code “Acquired” to skip the waitlist) http://bit.ly/acquiredperkins Topics covered: Altos's 13-year+ journey with Roblox, and how they deployed over $400m into the company out of an $86m fund Altos's heritage in Jack McDonald's Investments class at Stanford GSB, and the influence of Jack, Phil Fisher and Warren & Charlie How Altos successfully "value invests" in venture capital, and reconciling cashflow potential with growth "Good fundraisers" vs. "bad fundraisers" and correlation with returns Altos's unique fund structure and how they're architected to stay with companies longer than a typical venture capital firm Ho's Twitter presence and how (and why) he went from de minimus followers to one of the top FinTwit accounts in a few months Links: Ho's amazing Twitter presence: https://twitter.com/honam Ho's "Foxes and Hedgehogs" post: https://altos.vc/blog/foxes-and-hedgehogs Ho's "How do you know?" post: https://altos.vc/blog/howdoyouknow Ho's "Venture Lotto" post: https://www.altos.vc/blog/venture-lotto Sam Walton's Made in America: https://www.amazon.com/Sam-Walton-Made-America/dp/0553562835
154. Common Stocks and Uncommon Profits by Phil Fisher
On this week's episode of Kingdom Faith, I talk with Pastor Phil Fisher our youth Pastor here at New Life Fellowship Church about why it is so hard to reach the youth in the time we are living in. If you have a comment or question email us at kingdomfaith2001@gmail.com. Thank you for listening to Kingdom Faith!!! --- Send in a voice message: https://anchor.fm/kingdomfaith/message
Today we are joined by 3 RFID Specialists from Checkpoint Systems to get an update of what's happening around the world with RFID. Steve Howells : https://www.linkedin.com/in/stephen-howells-371345/ , based in Germany, managing the European RFID business, Phil Fisher : https://www.linkedin.com/in/phil-fisher-3b95535/ , leading the NA RFID team, and Mark Gentle: https://www.linkedin.com/in/mark-gentle-74817b186/ responsible for RFID in the ASEAN region. It's been a tough 12 months globally for Retail with non essential brands going in and out of lockdown and many have had to adapt quickly in order to stay in business. Anecdotally, we've seen a substantial rise in online sales, so stock accuracy has to play an important role for sales and knowing where your stock is located is paramount, because you never know when a shutdown is going to occur and how long it's going to last. Now is a good time to find out what's been happening in other parts of the world over the last 12 months with Retailers RFID journeys. Nicole Smith: https://www.linkedin.com/in/nicole-smith-83ba7255/ Manu Prasanna: https://www.linkedin.com/in/manu-prasanna-venkatesan-722274155/ Disclaimer: This recording (Podcast) has been prepared and made available by Checkpoint Systems (Aust/NZ) Pty Ltd (Checkpoint), in collaboration with the members of the Profit Protection Future Forum. The information, opinions, and recommendations presented in this Podcast are for general information only. Checkpoint makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. This Podcast should not be considered professional advice and Checkpoint does not accept any liability for any loss arising from the use of or reliance on the information. Unless specifically stated otherwise, Checkpoint does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Any expressions of opinions reflect the views of the speakers and are not necessarily those of Checkpoint, and are subject to change without notice. Checkpoint makes no warranty that this Podcast, or the server that makes it available, is free of viruses.
Join us for a discussion on the RAPID-EC Study that's shaping the national conversation about the pandemic's effects! The Rapid Assessment of Pandemic Impact on Development - Early Childhood Study (RAPID-EC) is an ongoing survey of nationally representative households with children ages 0-5 that gathers essential information on the needs, health promoting behaviors, and well-being of children and their families during this COVID-19 pandemic. These results can provide actionable data to key stakeholders to inform immediate and long-term policy decisions. We will hear from RAPID-EC Project Director, Dr. Phil Fisher, and renowned Policy Advisor and Scholar, Dr. Joan Lombardi. Dr. Philip Fisher is the Philip H. Knight Chair and Professor of Psychology at the University of Oregon, where he serves as Founding Director of the Center for Translational Neuroscience. He is also a Senior Fellow at the Center on the Developing Child and a member of the National Scientific Council on the Developing Child, both based at Harvard University. Philip's research focuses on developing and evaluating early childhood interventions in socially and economically marginalized communities. Dr. Joan Lombardi is a Senior Scholar at the Center for Child and Human Development at Georgetown University, focusing on global child development issues. She has been a policy advisor to organizations such as UNICEF, WHO, The World Bank and countless others. She also served as the first Deputy Assistant Secretary for Early Childhood during the Obama Administration 2009-2011, and as the first Director of Child Care and the Deputy Assistant Secretary for Policy and External Affairs in the Administration for Children and Families during the Clinton Administration (l993-98).
What's it like to share the gospel at work. Is it hard? If you have a comment or question email us at kingdomfaith2001@gmail.com. Thank you for listening to Kingdom Faith!!! --- Send in a voice message: https://anchor.fm/kingdomfaith/message
This week on NPR Cross Currents, we're tackling how the pandemic is affecting families with guests Dr. Phil Fisher, Anne-Marie Phelan, Frank Sesno, Lenny Steinhorn and Richard Rothstein. We're also featuring two of our 2020 partners-- a hands-on, kid-friendly project from 100 Days in Appalachia (produced in partnership with West Virginia Public Broadcasting) and a performance from the American Pops Orchestra with artist Milck.
June 11, 2020: A first pass look at Wix, a cloud-based website design and hosting platform. A company "founded on the belief that the Internet should be accessible to everyone to develop, create and contribute, irrespective of their level of coding skill." Aka, it started out as a DIY website platform for non-tech folks like yours truly. Once again, I use Phil Fisher's 15 point investment checklist as a foundation. Find detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by icons8.com
June 4, 2020: A first look at Lululemon through its 2019 annual report, proxy statement and articles into the company's culture and history. Once again, I use Phil Fisher's 15-point investment checklist as the foundation and if I were to hint on the verdict…. It's been disappointments on its management for a business I had high hopes for. I still recommend taking a look at the business that brought us athleisure. Find detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by icons8.com
June 2, 2020: Looking at Workday, the HR & Finance ERP provider, using Phil Fisher's 15 point investment checklist. A first pass of the company from the 2019 annual report, proxy statement, articles on culture and personal anecdotes from my accounting/consulting days. Find detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by icons8.com
May 27, 2020: Investment research on Spotify using Phil Fisher's 15 point checklist as a foundation. Information obtained from reading the 2019 annual report and 2019 Q4 shareholder letter. Find detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by icons8.com
May 26, 2020: Research into Atlassian using Phil Fisher's 15 point investment checklist. This was a first-take of the company after reading the 2019 annual report and Q4 2019 shareholder letter. Find detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by icons8.com
What is "serve and return"? What does it mean to have a "responsive relationship" with a child? How do responsive relationships support healthy brain development? And what can parents and caregivers do in their day-to-day lives to build these sorts of relationships? This episode of The Brain Architects podcast addresses all these questions and more! Contents Podcast Panelists Additional Resources Transcript Fortunately, there are many quick, easy, and free ways to create responsive relationships with children of any age. To kick off this episode, Center Director Dr. Jack Shonkoff describes the science behind how these interactions—known as "serve and return"—work. This is followed by a discussion among a panel of scientists and practitioners including Dr. Phil Fisher, the Philip H. Knight Chair and Professor of Psychology at the University of Oregon, and director of the Center for Translational Neuroscience; Patricia Marinho, founder and CEO of Tempojunto and co-founder of Programa BEM; and Sarah Ryan, director of Life Skills at Julie's Family Learning Program. The panelists discuss what it looks like to serve and return with children on a daily basis, and how to encourage these interactions. Panelists Dr. Phil Fisher Patricia Marinho Sarah Ryan Additional Resources Resources from the Center on the Developing Child Working Paper 1: Young Children Develop in an Environment of Relationships Serve & Return Interaction Shapes Brain Circuitry 5 Steps for Brain-Building Serve and Return How-to Video: 5 Steps for Brain-Building Serve and Return Play in Early Childhood: The Role of Play in Any Setting Building Babies' Brains Through Play: Mini Parenting Master Class FIND: Filming Interactions to Nurture Development Articles Beecher, Michael D. & Burt, John M. (2004). The role of social interaction in bird song learning. Current Directions in Psychological Science, 13(6), 224-228. Kok, R., Thijssen, S., Bakermans-Kranenburg, M. et al. (2015). Normal variation in early parental sensitivity predicts child structural brain development. Journal of the American Academy of Child and Adolescent Psychiatry, 54(10), 824–831. Kuhl, P.K., Ramírez, R.R., Bosseler, A., Lin, J.L. & Imada, T. (2014). Infants' brain responses to speech suggest analysis by synthesis. Proceedings of the National Academy of Sciences. 111(31), 11238-11245. Levy, J., Goldstein, A. & Feldman, R. (2019). The neural development of empathy is sensitive to caregiving and early trauma. Nature Communications, 10, 1905. Marler, Peter (1970). Birdsong and speech development: Could there be parallels?. American Scientist, 58(6), 669-673. Ramírez-Esparza, N., García-Sierra, A. & Kuhl, P.K. (2014). Look who's talking: Speech style and social context in language input to infants is linked to concurrent and future speech development. In press: Developmental Science, 17(6), 880-91. Rifkin-Graboi, A., Kong, L., Sim, L.W. et al. (2015). Maternal sensitivity, infant limbic structure volume and functional connectivity: A preliminary study. Translational Psychiatry, 5, e668. Romeo, R.R., Leonard, J.A., Robinson, S.T., et al. (2018). Beyond the 30-million-word gap: Children's conversational exposure is associated with language-related brain function. Psychological Science, 29(5), 700-710. Sethna, V., Pote, I., Wang, S. et al. (2017). Mother–infant interactions and regional brain volumes in infancy: An MRI study. Brain Structure and Function, 222, 2379–2388. Yu, C. & Smith, L.B. (2013). Joint attention without gaze following: Human infants and their parents coordinate visual attention to objects through eye-hand coordination. PLoS One, 8(11), e79659. Resources from Our Panelists Dr. Phil Fisher The FIND Program Patricia Marinho Tempojunto (in Portuguese) Progama BEM (video in Portuguese with English subtitles) Transcript Sally: Welcome to The Brain Architects,
Simon Shares Metrofile* (JSE code: MFL) results were modest but the dividend was up 18% at 13c and core operations also increased 18%. You can now buy shares in the South African Reserve Bank! But should you? Sea Harvest (JSE code: SHG) will be listing later this month. I will apply for allocation. Tongaat* (JSE code: TON) is coming under some selling pressure down to around R123.50. Upcoming events JSE Power Hour: Finding that perfect share JSE Power Hour: Anthony Clark 2017 small cap picks * I hold ungeared positions. Is Buffett a value investor? @JustOneLap @SimonPB Please also make mention of Buffett's 180 degree flip and new love affair with 'cheap' airlines — Wes Hellyar (@WesHellyar) March 7, 2017 It is well known that Warren Buffett learnt investing from the father of value investing - Benjamin Graham and many still consider Buffett to be the worlds greatest value investor. But while he may be the worlds greatest investor he is not a value investor having abandoned that strategy way back. If anything he is 'growth at reasonable price' investor. The book Common Stocks and Uncommon Profits by Phil Fisher really explains his current investing methodology. We Get Mail Glen I am wondering which one of these 2 would be best: ABSA Newfunds TRACI 3-M or SBK tax free call account? LH But what do you do when your ETF of choice halves in value?! Boitumelo Basically I want to know if switching is worth the tax free incentive. JSE – The JSE is a registered trademark of the JSE Limited. JSEDirect is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.