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Guests: Ken Lempit, James Ollerenshaw, and Rob CurtisVoice is the new frontier in SaaS — but are we ready for the implications?In the third episode of our AI Series, Ken Lempit is joined again by James Ollerenshaw and Rob Curtis to explore how voice and AI are colliding to transform the way B2B SaaS companies operate — from the way products are built and sold to how customers are supported.We dive into:The shift to voice-first interfaces and its implications for product designReal-world use cases in sales, customer service, compliance, and manufacturingWhy voice as a data source may be more valuable than voice as an interfaceHow voice AI can unlock productivity gains — and which roles are at riskThe compliance, privacy, and cultural risks of voice-powered surveillancePredictions on headless SaaS, ambient computing, and the next big AI disruptionThis conversation goes longer than our typical episodes, but trust us — it's worth every minute. Stick around for smart insights, practical frameworks, and some provocative predictions that CROs, CMOs, and SaaS builders shouldn't miss.
For additional resources for #eventprofs visit www.productionvaluematters.com Following the release of “The Power of Experiences” report, IMEX Group's CEO Carina Bauer joins Matthew to discuss their key findings. Learn why and how to design events that go beyond logistics and leave lasting emotional impact!
Send us a textIn this forward-looking Friday edition of the Customer Success Playbook, Cairo Marsh returns to round out his trilogy of episodes with a critical discussion: can artificial intelligence enhance empathy in customer experience, or does it risk eliminating the human touch? Cairo, Roman, and Kevin dive into the real-world uses of AI in sentiment analysis, automation, and service design, exploring when and how AI tools can be customer-centric rather than just cost-centric. From call centers to cultural nuance, this conversation balances optimism with realism.Detailed Analysis: The final installment in Cairo Marsh's series on the Customer Success Playbook podcast explores the intersection of artificial intelligence and empathetic customer experience. While AI is often championed for its efficiency and cost-saving potential, Cairo is quick to caution that most implementations prioritize business needs over customer value—a misalignment that risks undermining trust.He argues that true empathy-driven AI must empower the customer, not just the brand. The conversation unpacks this idea with practical examples: AI as a helpful tool for low-value, transactional queries ("Did my payment clear?") versus high-emotion, high-stakes moments ("I've been in a car accident"), where human connection is irreplaceable. The team discusses the strategic importance of context in deciding where AI belongs.But the episode doesn't stop at critique. Kevin and Roman offer ideas on human-AI collaboration—pairing agents with AI copilots to enhance real-time service without sacrificing warmth. Cairo reinforces that the real opportunity lies in using AI to support customers on their terms, not as a substitute for authentic engagement.In a surprisingly touching moment, Cairo shares a story from a bank in Taiwan, illustrating that sometimes, the most valuable service is simply human presence. As businesses embrace automation, remembering our innate desire for connection may be the key to designing AI with empathy.This episode challenges us to ask: Is your AI working for you, or for your customers?Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookCheck out https://funnelstory.ai/ for more details about Funnelstory. You can also check out our full video review of the product on YouTube at https://youtu.be/4jChYZBVz2Y.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.
In this episode, Sujit D'Mello and Cynthia Kreng are joined by special guest Mike Becker, an Azure Architect at Microsoft, to discuss how various Azure services can be combined to create a complex solution. Sujit covers the latest enhancements in AKS, including Azure CNI, load balancer support, network isolated clusters, cost recommendations, and GPU driver options. Mike shares insights into a comprehensive Azure cloud solution for collecting and analyzing economic data and media feedback about companies, highlighting the use of Azure Data Factory, Databricks, Power BI, and OpenAI for sentiment analysis. The discussion delves into the architectural decisions, technical challenges, and practical applications of these technologies in delivering robust and secure solutions. Media file: https://azpodcast.blob.core.windows.net/episodes/Episode516.mp3 YouTube: https://youtu.be/wG12eJymh54 Resources: ADF how it workshttps://learn.microsoft.com/en-us/azure/data-factory/introduction#how-does-it-work Azure Data Factory- Best Practiceshttps://learn.microsoft.com/en-us/answers/questions/1283307/azure-data-factory-best-practices Azure Data Bricks Medallion architecturehttps://learn.microsoft.com/en-us/azure/databricks/lakehouse/medallion Azure Data Bricks Best Practiceshttps://dzone.com/articles/azure-databricks-best-practices-for-a-developer Sentiment Analysis with Azure AI serviceshttps://learn.microsoft.com/en-us/azure/synapse-analytics/machine-learning/tutorial-cognitive-services-sentiment Power BI recommendationshttps://community.fabric.microsoft.com/t5/Desktop/Power-BI-Development-and-Best-Practices/m-p/4632985/highlight/true#M1386307 Improve Power BI model's performancehttps://powerbi.microsoft.com/en-us/blog/best-practice-rules-to-improve-your-models-performance/ GitLab best practices - if you cannot use Azure DevOpshttps://about.gitlab.com/topics/version-control/what-are-gitlab-flow-best-practices/
Traditional metrics like downloads and citations have long been the standard for measuring research impact. But with advancements in AI and sentiment analysis, medical publication professionals can now uncover deeper insights—how research is perceived, discussed, and acted upon.In this episode, guest host Dr. Carrie Brubaker is joined by Julia Mutygullina and Carlos Areia of Digital Science to explore how sentiment analysis is transforming medical communications. Tune in as they discuss how AI-driven insights go beyond numbers to reveal the quality and emotional tone of engagement, helping publication professionals understand real-world impact.To join ISMPP, visit our website at https://www.ismpp.org/ This Special Edition Topic episode is generously sponsored by Digital Science. Altmetric, part of Digital Science, is pleased to now have clinical guidelines as an attention source. Find out more here.
SUMMARYIn this episode of "Right About Now," hosted by Ryan Alford, the focus is on the evolving landscape of social media. Guest Matthew McGrory, CEO of Arwen.AI, discusses the impact of recent political events, moderation challenges, and the future of platforms like Twitter (now X). The conversation explores Elon Musk's vision for Twitter, the importance of balancing free speech with brand safety, and the transformative role of AI in social media engagement. McGrory emphasizes the need for brands to understand customer sentiment and engage authentically, leveraging AI to navigate real-time conversations and enhance their communication strategies.TAKEAWAYSThe evolving landscape of social media and its implications for marketing.The impact of recent political events on social media platforms.The importance of social media moderation and balancing free speech.The future vision for social media platforms, including integration of e-commerce and payment systems.The role of government influence and censorship in social media.The significance of understanding customer sentiment in brand engagement.The use of artificial intelligence (AI) in enhancing social media communication strategies.Real-time engagement and responsiveness to customer conversations on social media.The accessibility of AI tools for brands of all sizes to analyze social media data.The potential for AI to transform sentiment analysis into actionable insights for brands. If you enjoyed this episode and want to learn more, join Ryan's newsletter https://ryanalford.com/newsletter/ to get Ferrari level advice daily for FREE. Learn how to build a 7 figure business from your personal brand by signing up for a FREE introduction to personal branding https://ryanalford.com/personalbranding. Learn more by visiting our website at www.ryanisright.comSubscribe to our YouTube channel www.youtube.com/@RightAboutNowwithRyanAlford.
For additional resources for #eventprofs visit www.productionvaluematters.com In this episode of Production Value Matters, host Matthew Byrne interviews Brett Hendrie, Director of Strategic Events at the Rotman School of Management at the University of Toronto. With over 20 years of experience, including his transformative tenure at Hot Docs, Brett shares insights on developing engaging content for diverse audiences, building strategic partnerships, and leveraging technology for hybrid event formats.
SUMMARYIn this episode of Vibe Science, hosts Ryan Alford and Chris Hansen sit down with Jamie Schwarz, a visionary in branding and NFTs. As the holder of the world's oldest NFT patent and the founder of Brand Therapy, Jamie shares his journey from traditional advertising to the forefront of digital ownership.The discussion dives deep into:Authenticity in Branding: Why staying true to your brand's story matters now more than ever.The Power of NFTs: Exploring their transformative impact on storytelling and digital ownership.Co-Creation & Community: How fan participation and collaboration are reshaping brand narratives.The New Economic Model: Jamie's insights on building exceptional products that prioritize community engagement.From groundbreaking digital projects to his emphasis on blending innovation with fan-centric strategies, Jamie offers invaluable lessons for brands navigating the evolving digital landscape. Tune in for an inspiring conversation that bridges creativity, technology, and authenticity.TAKEAWAYSBranding and marketing strategiesThe concept of "brand therapy" and its significanceThe evolution and implications of NFTs (Non-Fungible Tokens)The importance of authenticity and ownership in the digital ageThe role of community in the NFT spaceThe critique of centralized digital platforms and their impact on user engagementThe shift from a "Know Your Customer" economy to a "Know Your Product" economyThe future of storytelling and co-creation in digital narrativesThe development of a "betterment industry" for brand adaptationThe concept of decentralized team flow and enhancing collaboration within organizations Follow us on Instagram: @Vibe.Science Subscribe to our YouTube Page: www.youtube.com/@Vibe.Science Visit our homepage www.VibeScience.com
Can AI give you a competitive edge in investing? Whether you're in real estate or the stock market, artificial intelligence is transforming how investors analyze data, make decisions, and manage risks. In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, shares five powerful AI-driven strategies that can help you optimize your investments, gain deeper insights, and stay ahead of market trends. Key Takeaways: - Market Analysis & Predictions: AI can process vast amounts of data quickly, helping investors identify undervalued markets and emerging trends before they gain mainstream attention. Tools like Zillow AI, Bloomberg GPT, and Reuters ML are changing the game. - Automated Underwriting & Valuations: AI removes subjectivity and speeds up underwriting, making it easier to evaluate investment opportunities efficiently. Platforms like House Canary, MASHvisor, and Archer streamline this process. - Sentiment Analysis & Market Trends: AI can track investor sentiment and real-time market trends using tools like Bloomberg Sentiment Index, Reonomy, and Placer.ai, helping investors anticipate shifts before they happen. - Tenant Screening & Property Management: AI-powered tools like Rentberry and Smart Move automate background checks and risk assessments, improving tenant quality and streamlining property management. - Portfolio Optimization & Risk Management: AI helps balance risk and reward, stress-test portfolios, and optimize financing strategies. Tools like Betterment, Personal Capital, Rockport Val, and CredIQ support smart investment decision-making. AI is no longer just about tracking past performance—it's a proactive tool for making better investment decisions in real time. Tune in to learn how you can leverage AI to maximize your portfolio's potential. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose Timestamps 00:00 Introduction to AI Hacks for Investors 00:49 Hack #1: Market Analysis and Predictions 02:48 Hack #2: Automated Underwriting and Valuations 03:59 Hack #3: Sentiment Analysis 05:56 Hack #4: Tenant Screening and Management 07:18 Hack #5: Portfolio Optimization and Risk Management Learn more about your ad choices. Visit megaphone.fm/adchoices
What happens when you mix raw conversation, big ideas, and zero planning? You get Random and Unscripted, the new show from Sean Martin and Marco Ciappelli, where nothing is off-limits, and the discussion goes wherever curiosity takes it.For the debut episode, Sean and Marco dive into a topic that raises questions about privacy, workplace culture, and the role of AI—employee sentiment analysis. The premise? Companies are increasingly using AI to monitor employee communications to determine workplace relationships, conflicts, productivity, and even overall morale.The Ethical DilemmaThe conversation immediately turns to the big question: Do employees even know this is happening? Many companies require employees to sign agreements allowing some level of monitoring, but that doesn't necessarily mean employees are aware of how deeply AI is analyzing their communications. AI tools can assess emails, chat messages, and response times to determine if colleagues are cooperating, disagreeing, or potentially creating workplace tension.Marco raises an immediate concern—privacy. If AI is watching every written interaction, is it crossing a line? And if an algorithm is drawing conclusions about workplace relationships, who verifies that its assumptions are accurate?Can AI Understand Human Emotion?Sean questions whether AI can really capture the nuance of human interactions. Language barriers, sarcasm, cultural differences, and individual communication styles make it difficult for AI to determine intent. A delayed response to a message could mean frustration—or it could just mean someone was in a meeting. A short reply might indicate disagreement—or just efficiency.Marco brings up another issue: If AI misinterprets sentiment, could it influence real-world decisions? Could someone be reassigned, reprimanded, or even fired based on an algorithm's analysis? And if so, should AI have that much influence over human resources?Technology as a Solution—or a Problem?Sean and Marco explore the broader question of technology's role in society. If AI can monitor employees, what stops it from being used elsewhere? They discuss parallels to in-car monitoring technology that tracks driver behavior and facial recognition tools that claim to detect fatigue, intoxication, or even emotional state. The technology might improve safety, but at what cost to personal freedom?As the conversation unfolds, a bigger theme emerges: Is technology helping us—or just creating a world where we are constantly watched and analyzed? Sean suggests that, at best, AI should be a tool to assist human decision-making, not a replacement for it. Marco remains skeptical, wondering if we've already passed the point of no return.The Unscripted TakeawayThis episode doesn't provide easy answers—because there aren't any. Instead, it invites listeners to consider where AI-powered oversight is heading. Are we building a world where every action is scrutinized, categorized, and judged? Or can we find a balance where technology enhances, rather than controls, human interactions?One thing is clear: this conversation is just getting started.Marco Ciappelli, Co-Founder at ITSPmagazine [@ITSPmagazine] and Host of Redefining Society Podcast & Audio Signals Podcast | On ITSPmagazine: https://www.itspmagazine.com/itspmagazine-podcast-radio-hosts/marco-ciappelliSean Martin, Co-Founder at ITSPmagazine [@ITSPmagazine] and Host of Redefining CyberSecurity Podcast & Music Evolves Podcast | On ITSPmagazine: https://www.itspmagazine.com/sean-martinMore Random and Unscripted Podcast content: https://www.randomandunscripted.comRandom and Unscripted Podcast playlist on YouTube: https://www.youtube.com/playlist?list=PLnYu0psdcllQx7EJswMWTfaTdzzU3Dh1RITSPmagazine YouTube Channel: https://www.youtube.com/@itspmagazineBe sure to share and subscribe!
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What are the current approaches for analyzing emotions within a piece of text? Which tools and Python packages should you use for sentiment analysis? This week, Jodie Burchell, developer advocate for data science at JetBrains, returns to the show to discuss modern sentiment analysis in Python.
Thanks to our Partners, AAPEX, NAPA TRACS, and Automotive Management Network David Boyd discusses the critical importance of call handling and customer communication, offering valuable insights on setting clear expectations and fostering a supportive training environment. Learn how modern technology can elevate customer service interactions, boost conversion rates, and drive sales growth. Plus, gain practical tips for introducing call analysis to your service advisors for measurable improvements. David Boyd, Inbound INC. Show Notes Watch Full Video Episode Institute Summit, February 6th-8th, 2025, in Amelia Island, Florida: https://www.wearetheinstitute.com/summit Call Handling Process (00:02:14) Continuous Education vs. Training (00:04:25) Understanding Customer Communication (00:05:38) Conversion Rates and Call Handling (00:07:42) Complacency in Communication (00:09:10) Sentiment Analysis (00:09:37) Predictive Indicators (00:11:16) Coaching Service Advisors (00:12:42) Using Transcripts for Review (00:14:33) Talk Time Metrics (00:15:51) The Importance of Asking for Sales (00:20:08) Encouraging Customer Engagement (00:20:27) Shifting Mindsets to 'Say Yes' (00:21:09) Client Advocate Concept (00:22:25) Utilizing Coaching and Training (00:24:08) Time Efficiency in Call Coaching (00:25:05) First Impressions Matter (00:28:16) Impact of Communication on Sales Growth (00:29:36) Digital Communication Platforms (00:31:02) Business Continuity Planning (00:32:39) Technology's Role in Customer Relationships (00:34:31) Understanding Call Handling Expectations (00:35:42) Emotional Overtones in Feedback (00:36:39) Creating Training Opportunities (00:36:56) Defining Success in Call Handling (00:37:32) ...
Are today's markets walking a tightrope? Balancing optimism with caution, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, are once again joined by Barry Gilbert, VP of Wealth Management, to tackle three key market concerns in this thought-provoking episode of Facts vs. Feelings. They examine the complexities of policy risks, tariffs, and valuations, offering insights to help investors navigate today's market uncertainties.This conversation delivers actionable strategies to help you manage uncertainty, stay diversified, and make sense of today's market challenges. Whether navigating fiscal and monetary policy decisions, understanding global trends, or debating valuations, this conversation has something for every investor.Key Highlights:Policy Risks: Federal Reserve rate decisions remain a wildcard, potentially impacting housing, business investments, and broader economic growthTrade and Tariffs: Tariff rhetoric and policy shifts could nudge inflation and alter market sentiment—but are they long-term threats or one-time adjustmentsStock Valuations: U.S. markets continue trading at high valuations (e.g., 22x forward PE), raising questions about sustainability and investor sentimentGlobal Perspectives: Growth stories in India and Japan contrast with U.S. workforce trends, offering a broader view of opportunities and challengesWhy It Matters: Understanding these risks could help investors stay grounded and focused on long-term goals despite short-term noiseAnd much more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Reasons to Be Thankful (Ep. 111) Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseConnect with Barry Gilbert: LinkedIn: Barry Gilbert, PhD, CFACarson Wealth
Significant developments in workplace engagement and productivity lead, focusing on contrasting strategies from major companies like Amazon and Intel. Amazon's CEO Andy Jassy recently addressed employee concerns regarding the company's return-to-office (RTO) mandate, which requires corporate employees to work on-site five days a week starting January 2025. While Jassy claims the policy aims to strengthen company culture, over 500 employees have signed a petition against it, raising questions about the true motivations behind the mandate. Meanwhile, Intel has reinstated free office coffee to boost employee morale amidst ongoing layoffs, reflecting a broader trend in the tech sector to support workforce engagement during challenging times.Host Dave Sobel highlights research from the University of Melbourne, which indicates that companies offering flexible work options tend to perform better in the stock market. The study found a significant correlation between high rankings for remote work opportunities and improved share prices. Additionally, a survey by Quantum Workplace revealed that over 80% of hybrid employees report being engaged at work, compared to 72% of on-site employees. This data suggests that flexibility in work arrangements can enhance employee satisfaction and productivity, presenting a compelling counterpoint to the office-centric strategies of Amazon and Intel.The episode also covers recent capital movements in the tech industry, with Logic Monitor raising $800 million to explore strategic mergers and expand its market presence. Enable Technologies has acquired AdLumen for approximately $225 million, enhancing its capabilities in security services. These moves reflect a growing demand for robust data center monitoring and security solutions, driven by the increasing importance of artificial intelligence in the tech landscape. Sobel notes that these investments indicate a recognition of the need for companies to grow and adapt in a competitive market.Finally, Sobel delves into the evolving role of artificial intelligence in various sectors, including creative writing and IT service management. He discusses the implications of AI's integration into creative processes, particularly in relation to National Novel Writing Month, where the use of AI has sparked controversy over originality and skill development. Additionally, Sobel emphasizes the necessity for businesses to adapt their IT service management methods to incorporate AI, highlighting the potential for improved efficiency and user experiences. The episode concludes with thought-provoking questions about the balance between AI and human effort, urging listeners to consider how they can effectively leverage technology in their own organizations. Four things to know today00:00 From Amazon's RTO Push to Intel's Free Coffee: Contrasting Strategies in Workplace Engagement and Productivity05:15 Capital Infusions and Acquisitions: How LogicMonitor and N-able Are Positioning for Market Leadership07:18 Sentiment Analysis, Microsoft Integrations, and Strategic Growth Events: The Evolving Tools Empowering MSPs09:27 AI's Expanding Role: Vectorization, Creative Writing, and IT Service Management Transformations Supported by: https://www.huntress.com/mspradio/https://tdsynnex.com/StreamOneIon All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessoftech.bsky.social
I want new prospects to receive the maximum possible value the moment they register for Podscan, so I treat them as customers before they even come to the page for the very first time.Here's the Podscan Dream Customer strategy — from idea to execution.This episode is sponsored by Paddle.com — if you're looking for a payment platform that works for you so you can focus on what matters, check them out.The blog post: https://thebootstrappedfounder.com/podscans-dream-customer-acquisition-strategy/The podcast episode: https://tbf.fm/episodes/353-podscan-s-dream-customer-acquisition-strategyCheck out Podscan to get alerts when you're mentioned on podcasts: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw
In this week's episode, Will & Jill discuss Natural Language Processing (NLP), explaining its goals, applications, and challenges. They break down NLP into subtopics, covering its definition, how it works, and different use cases such as chatbots, virtual assistants, and transcription software. They also touch on the challenges NLP faces, including understanding context, idiomatic expressions, and diversity in language. ___Connect with JillConnect with Will___160 Characters is powered by Clerk Chat.
Welcome, global audience, to Technology Revolution: The Future of Now Radio “The Future of Virtual Assistants + AI” is what we want to know Bonnie D. on her Scarlett Mic, your predictions host and guide Engages savvy Futurists on her into-the-future round table ride Tammy Schaefer, Louie Dungca, Jennifer Wilkins, and Shelley-Ann Cowan, too Watch or listen, we're curating VA's + AI especially for you!
Nuacom, a leading provider of cloud-based VoIP communication solutions, has unveiled its latest AI-powered product that promises to revolutionise how businesses - both big and small - manage their communications. This cutting-edge solution is a first for the Irish telecommunications industry, providing businesses with powerful tools to enhance their customer interactions and streamline operations. With a suite of intelligent features such as Call Summary, Key Points, Call Transcription, and Call Emotion and Sentiment Analysis, Nuacom's new AI product is designed to make every business call more insightful and productive. Igor Toma, CEO of Nuacom, is confident that this innovation will change the landscape of business communications not just in Ireland but globally. "We are incredibly proud to bring this groundbreaking AI product to market," says Igor. "This isn't just an upgrade to existing technology - it's a complete shift in how businesses should think about their communication strategies. By providing deeper insights into every call, we are helping businesses understand their customers better and make more informed decisions." Benefits for Businesses Big and Small Nuacom's new AI-powered product is designed with versatility in mind, making it beneficial for both small local enterprises and large multinational corporations. For smaller businesses, it levels the playing field by providing them with access to sophisticated tools that were previously only affordable to larger companies. These features can help small businesses enhance customer service, streamline sales processes, and gain valuable insights into customer preferences and pain points. For larger companies, it adds a layer of intelligence and automation that can scale across multiple teams and locations, optimising operations and reducing costs. Key Features of Nuacom's New AI Product The newly launched AI solution comes packed with several key features that aim to optimise business communication: Call Summary: This feature provides a concise summary of every call, allowing businesses to quickly understand the context and content of conversations without having to listen to lengthy recordings. It ensures that crucial information isn't missed and can be easily referenced later. Key Points: Designed to provide a quick snapshot of the most important topics discussed during a call, the Key Points feature enables businesses to save time by quickly glancing over the most relevant details. This is especially useful for busy professionals who need to stay on top of multiple client interactions without getting bogged down in details. Call Transcription: Unlike traditional call recordings that require tedious listening to identify who said what, this feature transcribes calls. This makes it easier for businesses to track conversations, assign action points, and understand the flow of dialogue more efficiently. Call Emotion and Sentiment Analysis: This innovative feature analyses the sentiment and emotion behind each phrase spoken during a call, highlighting key moments where a customer may have been particularly satisfied or frustrated. It allows businesses to understand customer sentiment better and to address any issues more proactively. Changing the Landscape of Irish Business Communications The introduction of this AI product is significant not just for Nuacom but for the entire Irish business landscape. According to an American Express study, nearly 75% of consumers believe that phone calls will help them get a quicker response from businesses. The ability to gain insights from these conversations in real-time is a game-changer, offering businesses a competitive edge in understanding customer needs and improving their overall service quality. "As the first of its kind in the Irish telecoms industry, our new AI product provides businesses with an unprecedented level of insight," adds Toma. "We believe that understanding the sentiment and key points of customer conver...
In the current landscape of AI sentiment analysis, there are challenges faced by organizations in justifying the costs of generative AI projects. While executives expect AI to boost productivity, employees report feeling overwhelmed and experiencing burnout due to increased workloads. This discrepancy between leaders and employees underscores the need for organizations to invest in AI implementation, leverage freelance talent, and rethink productivity metrics to address these issues effectively.The episode also delves into the findings of the 2024 Stack Overflow Developer Survey, revealing a widening gap between the increasing use of AI tools by developers and their trust in the accuracy of these tools. Concerns around misinformation, data attribution, and bias contribute to the lack of trust in AI systems. Despite these concerns, developers do not see AI as a job threat, with JavaScript remaining the most popular programming language and AWS leading in cloud platforms.Furthermore, the discussion touches on the evolving landscape of IT and privacy policy, with a focus on the modernization of the Federal Risk and Authorization Management Program (FedRAMP) and recent court rulings on border searches. The modernization of FedRAMP aims to enhance cloud security authorization processes, driving government-wide digital transformation and IT modernization. Additionally, the court ruling emphasizes the importance of warrants for searches, safeguarding privacy rights protected by the First and Fourth Amendments.Lastly, the episode explores Microsoft's response to the CrowdStrike outage, where 8.5 million PCs were affected by a faulty update. Microsoft is considering restricting third-party access to the Windows kernel to enhance system reliability and security. This incident underscores the importance of software quality and system resilience, prompting discussions around kernel access policies. The episode concludes with a call for technology advancements and a reminder of the significance of software quality in ensuring system reliability. Three things to know today00:00 AI Sentiment Analysis: Addressing the Gaps Between Business Leaders and Employees, Product Use and Trust04:17 FedRAMP Modernization and Court Ruling on Border Searches Highlight Major IT and Privacy Policy Shifts06:15 Microsoft's Security Strategy: Lessons from CrowdStrike Outage and Potential Kernel Access Restrictions Supported by: https://movebot.io/mspradio/ All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessoftech.bsky.social
On this episode of Retail Corner Podcast, we are thrilled to have Scott Voigt, the CEO of FullStory. With his extensive experience and visionary leadership in the realm of digital experience intelligence, Scott will shed light on the pivotal role of behavioral data analytics and sentiment analysis in retail. He will explore how understanding customer behavior and emotions can unlock unprecedented value for retailers, driving enhanced customer satisfaction, improved conversion rates, and long-term loyalty. Tune in to gain valuable insights from one of the industry's leading experts on leveraging data to transform the retail experience. About Scott Voigt: Scott Voigt has enjoyed helping early-stage software businesses grow since the mid-90s, when he helped launch and take public nFront—one of the world's first Internet banking service providers. Prior to co-founding Fullstory, Voigt led marketing at Silverpop before the company was acquired by IBM. Previously, he worked at Noro-Moseley Partners, the Southeast's largest venture firm, and also served as COO at Innuvo, which was acquired by Google. Scott teamed up with two former Innuvo colleagues, and the group developed the earliest iterations of Fullstory to understand how an existing product was performing. It was quickly apparent that this new platform provided the greatest value—and the rest is history. Scott holds a Bachelor of Science in Management from the Georgia Institute of Technology and an MBA from the Wharton School. He currently lives in Atlanta with his wife and two children and spends his free time exploring a late-in-life passion for lacrosse in an “old man lacrosse league.” Linkedin: https://www.linkedin.com/in/scottmvoigt/ Website: https://www.fullstory.com/ About Retail Corner Podcast: Guest Host: Cole Koumalats Producer: Sachin Kumar Bhate Podcast Sponsor: Proxima360 Listen to other podcasts at: https://proxima360.com/retail-corner.podcast or https://retailcorner.live Subscribe our Podcast: Apple iTunes: https://apple.co/3eoeUdT Spotify: https://spoti.fi/3dvjpDJ Google Podcast: https://bit.ly/3DFHXHw Amazon Music: https://amzn.to/3tkbhk1 Interested in being on our podcast? Submit request at: retailcorner@proxima360.com
Do This, NOT That: Marketing Tips with Jay Schwedelson l Presented By Marigold
In this episode of "Do This, Not That", host Jay Schwedelson interviews his college friend Marc Ginsberg, the CEO of CallRail. CallRail is an AI-powered call tracking and analytics company that helps over 200,000 small and medium businesses understand who is calling them, what is being said on those calls, and how they can use those insights to drive more sales.=================================================================Best Moments:(4:00) How Marc has been focused on data, analytics, and insights throughout his career even before AI was mainstream(6:58) Practical ways small businesses can leverage AI to benefit their operations, such as through sentiment analysis of calls and emails(7:40) Using AI for time savings by automating meeting and call transcription and analysis(9:29) How AI call analysis helped one of CallRail's driveway installation customers identify and pursue a new revenue stream(15:09) Marc's vision for how AI will progress from automation into more assisted intelligence over the next 5-10 years=================================================================Guest bios:Marc Ginsberg, CEO of CallRail. 25+ years of marketing and growth experience at companies like American Express and Cardlytics. Helped grow CallRail 3x since joining as CEO 3 years ago.=================================================================PARTNER WITH JAY AND GURU Media Hub HERE:www.GuruMediaHub.comPartner with Jay or have Jay on YOUR podcast:www.JaySchwedelson.comJay's Agency:www.OutcomeMedia.com=================================================================MASSIVE thank you to our Sponsor, Marigold!!Marigold is a relationship marketing platform designed to help you acquire new customers and turn them into superfans with their best-in-class loyalty solutions. Don't take my word for it though, American Airlines, Honeybaked Ham, Title Boxing, and Notre Dame University are also customers!Regardless of your size, check out Marigold today to get the solution you need to grow your business!Check out this free content Jay has loved digesting, Marigold's 2024 Retail Trends Guide.
In this episode of the Small Town Entrepreneur Podcast, Claire Bouvier dives deep into the journey of Emily West Cummings Woods, a sexuality, intimacy, and relationship coach with over 20 years of experience. Emily discusses the challenges and obstacles of building her coaching business, her biggest wins, and the importance of transformative growth in the service industry. Claire provides valuable advice on brand building, marketing strategies, and creating meaningful client connections. This episode is a must-listen for service-based entrepreneurs looking to grow their brand organically and effectively. 00:00 Introduction and Podcast Welcome 01:09 Meet Emily West Cummings Woods 02:01 Emily's Coaching Business and Client Wins 03:51 Challenges in the Service Space 06:04 Marketing Strategies for Service-Based Businesses 09:02 Building Trust and Long-Term Client Relationships 11:51 Understanding Your Audience and Sentiment Analysis 14:06 The Importance of Consistency and Patience 18:17 Brand Messaging and Client Connection 28:25 Evaluating ROI for Conferences and Speaking Engagements 33:07 Conclusion and Listener Engagement LinkedIn: https://www.linkedin.com/in/emily-cummins-woods-11aa9550/?originalSubdomain=ca Website: https://www.emilywestcoaching.ca/ Coaching: https://www.psychologytoday.com/ca/therapists/emily-west-coaching-kingston-on/1272537 Find me on social: Website: http://clairebouvier.com/ Facebook: https://www.facebook.com/ClaireBouvierPage/ Instagram: https://www.instagram.com/claire.bouvier/
Welcome to another episode of The Ecommerce Braintrust podcast hosted by Acadia's Head of Retail Marketplaces Services Julie Spear. Today we're diving into the transformative technologies shaping the future of retail. Joining us are two pioneering minds in omnichannel education and AI, Chris Perry and Oskar Kaszubski, the founders of Firstmovr. In this episode, we dissect key findings from Firstmovr's latest report and explore actionable insights that both large enterprises and smaller brands can leverage in this rapidly evolving landscape. Make sure you tune in to find out more! KEY TAKEAWAYS In this episode, Julie, Chris, and Oskar discuss: Essential components for effective AI implementation: commitment, focus, leadership, vision, strategies, goals, resources, assessment, and communication. AI for Smaller Brands: Leveraging AI for content optimization and new insights, is particularly beneficial for brands with limited resources. AI Misconceptions: AI is not an "easy button". The importance of time, discernment, and realistic expectations in AI adoption. AI Go-to-Market Loop and Ecosystem: Chris introduces the AI go-to-market loop and talks about the complexities and legal considerations in AI implementation. Data Limitations and AI Reliability: Insufficient data volumes ("hallucinations" and unreliable analytics). Need for larger token models to improve AI reliability. Strategic Business Considerations: Challenges in managing rapid AI development and aligning expectations with reality. Establishing guidelines, training, and considering an "AI czar" for successful AI integration. Traditional vs. AI-Enhanced Consumer Journeys: The "infinity loop" and expansion of the traditional four P's of marketing to eight P's. Emphasis on platforms, proposition, presence, promotion, performance, people, process, and partnerships. Retail Media and AI: How AI impacts retail platforms and the necessity for retailers to balance personalized AI responses with monetized media placements. The future automated nature of purchases and the need to rethink retail media. AI in Sentiment Analysis and Ad Optimization: AI's role in extracting insights from social media and product reviews. Limitations in AI's effectiveness in ad optimization and performance analysis due to token limitations. Outlook on ongoing AI advancements and potential future interactions within retail.
Joel Passen is a proven technology entrepreneur & Founder of Sturdy.AI. In this episode, we dive into the future of AI in Customer Intelligence, discussing the ways that customer data can become more accessible and actionable. Just how crucial of a role will AI have when it comes to businesses interacting with & understanding customers? What are some myths surrounding these new tools? Find out more in this episode! Connect with Joel - https://www.linkedin.com/in/joelpassen/ Watch her podcast https://www.youtube.com/@therebekahpanepintoproject Become a CX Insider - https://www.linkedin.com/company/cx-insider/ Check out our website - https://cxinsider.com/ Thank you to our sponsor! - https://www.acftechnologies.com/en-gb/?utm_source=CXI_Joel_Passen_112
Welcome to Digital Madvertising, powered by Digital Ignite. In this podcast, we cover the wild west of digital marketing and tech. In this episode, we talk about all things AI! First, visit us at www.digital-ignite.com to learn more about our agency and make sure you visit us on our social channels at Digital_Ignite! The music you are hearing is by Connor Sage, check him out on Instagram @connorsagemusic. here are some topics on how AI can revolutionize digital marketing, tailored to your agency:AI-Powered Personalization: Explore how AI algorithms can analyze customer data to deliver personalized marketing messages, increasing engagement and conversion rates. Highlight case studies where your company has implemented AI-driven personalization strategies for clients.Predictive Analytics for Customer Behavior: Discuss how AI can predict customer behavior based on past interactions and data patterns. Showcase how your company uses predictive analytics to optimize marketing campaigns and anticipate customer needs.Automated Content Generation: Highlight the role of AI in automating content generation, from writing product descriptions to creating social media posts. Showcase your companies AI-driven content creation tools and their impact on content marketing strategies.Chatbots for Customer Service and Lead Generation: Discuss the benefits of AI-powered chatbots in improving customer service and generating leads. Share examples of how the brand has integrated chatbots into client websites to streamline communication and drive conversions.Optimizing Ad Campaigns with AI: Explore how AI algorithms can optimize ad campaigns in real-time, adjusting targeting, bidding strategies, and ad creatives for maximum effectiveness. Showcase the companies expertise in leveraging AI for ad campaign optimization and improving ROI for clients.Sentiment Analysis and Brand Monitoring: Explain how AI can analyze social media mentions and customer feedback to gauge sentiment towards a brand. Highlight your use of sentiment analysis tools to monitor brand reputation and inform marketing strategies.AI-Powered SEO Strategies: Discuss how AI can enhance SEO efforts by analyzing search trends, optimizing content, and identifying opportunities for improvement. Showcase your AI-driven SEO tools and methodologies for driving organic traffic and improving search rankings.Enhanced Customer Segmentation: Explore how AI can segment customers based on their behavior, preferences, and demographics, allowing for more targeted marketing campaigns. Highlight how you utilizes AI to segment audiences and deliver tailored messaging for better engagement.Real-Time Data Analysis for Campaign Optimization: Discuss the importance of real-time data analysis in optimizing marketing campaigns for performance and efficiency. Showcase how the company uses AI-powered analytics platforms to monitor campaign metrics and make data-driven decisions on the fly.Ethical Considerations in AI-Powered Marketing: Address the ethical implications of using AI in digital marketing, such as data privacy concerns and algorithm bias. Highlight the brands commitment to ethical AI practices and how they ensure transparency and fairness in their AI-driven marketing solutions.This Podcast is powered by Digital Ignite and recorded in Charleston, SC. Hosted by Chris Clark and Winnie Teal. Digital Madvertising is edited, produced & scored by the talented Connor Sage. Join us each week as we cover the wild wild west of digital marketing news, trends, and products. Follow us! linkedin.com/company/digitaligniteagency twitter.com/digitalignite instagram.com/digital_ignite/ Digital-Ignite.com
In today's episode, Craig Hemke and Chris Vermeulen discuss the seasonality of markets, historical market patterns, and how the U.S. election year might influence market dynamics. They also cover: Outlook for General Equities Markets: What is the current state of the stock market? Sentiment Analysis and Market Psychology: Why does Chris emphasize the importance of gauging investor sentiment? What is the potential impact of widespread bearish sentiment, short positions, and the likelihood of a short squeeze in the stock market? Precious Metals Projections: Chris and Craig analyze the monthly chart for gold, discuss resistance levels, and mention the potential for a significant rally in precious metals. They also caution about possible pullbacks and highlight the need for investors to manage their emotions.
https://passionstruck.com/passion-struck-book/—Order a copy of my new book, "Passion Struck: Twelve Powerful Principles to Unlock Your Purpose and Ignite Your Most Intentional Life," today! The book was picked by the Next Big Idea Club as a must-read for 2024, the winner of the Business Business Minds Best Book 2024, and a finalist for the Eric Hoffer First Horizon Award for best debut novel.In this episode of Passion Struck, host John R. Miles interviews Neil Patel, a renowned digital marketer and entrepreneur. Neil shares insights into personal branding, storytelling, content creation, and the importance of mastering the basics in building a successful brand. The episode delves into the power of intentionality, the impact of storytelling, and the role of authenticity in content creation.Full show notes and resources can be found here: https://passionstruck.com/neil-patel-on-how-you-build-a-powerful-brand/In this episode, you will learn:The importance of personal branding and the transition to corporate branding.Tips for crafting compelling narratives and utilizing storytelling in content creation.Strategies for measuring social media performance and brand impact.Advice for aspiring entrepreneurs on building a successful brand.The significance of mastering the fundamentals in brand growth.All things Neil Patel: https://neilpatel.com/SponsorsBrought to you by Indeed. Head to https://www.indeed.com/passionstruck, where you can receive a $75 credit to attract, interview, and hire in one place.Brought to you by Nom Nom: Go Right Now for 50% off your no-risk two week trial at https://trynom.com/passionstruck.Brought to you by Cozy Earth. Cozy Earth provided an exclusive offer for my listeners. 35% off site-wide when you use the code “PASSIONSTRUCK” at https://cozyearth.com/This episode is brought to you by BetterHelp. Give online therapy a try at https://www.betterhelp.com/PASSIONSTRUCK, and get on your way to being your best self.This episode is brought to you By Constant Contact: Helping the Small Stand Tall. Just go to Constant Contact dot com right now. So get going, and start GROWING your business today with a free trial at Constant Contact dot com.--► For information about advertisers and promo codes, go to:https://passionstruck.com/deals/Catch More of Passion StruckWatch my interview with Arthur Smith On The Mind-Blowing Art Of Intentional StorytellingCan't miss my episode with Seth Godin On How You Create The Song Of SignificanceMy solo episode on how you unleash your creativityCheck Out my episode with Hilary Billings On The Psychology Of Attention, Mastering Short-Form Video, And Personal Brand BuildingLike this show? Please leave us a review here-- even one sentence helps! Consider including your Twitter or Instagram handle so we can thank you personally!How to Connect with JohnConnect with John on Twitter at @John_RMiles and on Instagram at @john_R_Miles.Subscribe to our main YouTube Channel Here: https://www.youtube.com/c/JohnRMilesSubscribe to our YouTube Clips Channel: https://www.youtube.com/@passionstruckclips
Alex Morris, Founder of TSOH Investment Research, returns to Yet Another Value Podcast for the fourth time to discuss his recent article, "Letting Winners Run." For more information about Alex Morris and subscribe to his research service, TSOH Investment Research Service, please visit: https://thescienceofhitting.com/ You can Follow Alex Morris on Twitter @TSOH_Investing: https://twitter.com/TSOH_Investing "Letting Winners Run" article: https://thescienceofhitting.com/p/letting-winners-run Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:47] Letting winners run thesis [6:23] Hindsight bias [8:26] Cash flow considerations [12:07] Selection bias [14:36] Examples of the "Letting Winners Run" strategy (forever business vs. 5-year/20-year outlooks) [18:55] How "Forever Business" in media has changed over the years [21:46] Management [26:07] Is there something unique about big tech [29:08] Thesis drift + examples [38:03] Knowing when to sell "forever business" [41:56] "Beautiful Sunset" principle [45:27] Dismissing banks an example of dismissing "letting winners run" [51:06] Why "Best Ideas Funds" fall short [53:40] Final thoughts and closing Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this January 2024 edition, Chris discusses anti-trust, Spirit decision, US Steel - Nippon, banks and $LQDA. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:53] Anti-trust + Spirit decision [9:00] Judge's decision in Spirit case + how antitrust lawyers reacted before and after the decision [15:45] Future of anti-trust and mergers [21:32] US Steel - Nippon [28:33] Banks [30:32] $LQDA Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
Jon Hook, CFA, Senior Analyst at Voss Capital, joins the podcast to discuss his thesis on R1 RCM Inc. (NASDAQ: RCM), a leading provider of technology-driven solutions that transform the patient experience and financial performance of healthcare providers. For more information about Voss Capital, please visit: https://www.vosscap.com/ Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:30] What is $RCM and why are they interesting to Jon Hook [3:47] Why tax is 4-6% (vs. 2% or 20%) [6:20] Jon Hook's background [8:50] $RCM elevator pitch [15:43] $RCM going concerns: addressing short reports, challenging 2022, management change [22:36] Sutter roll-out [27:37] Network effects / competitive landscape [32:32] Addressing add-backs, adjusted EBITDA [37:10] Addressing stickiness of the business [40:53] Providence acquisition and capital allocation strategy [48:22] Final thoughts on $RCM short report [52:11] Coder shortage [54:31] Optum ($RCM largest competitor) [58:33] $RCM final thoughts Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Vistry Group PLC (LSE: VTY), UK's leading provider of affordable mixed tenure homes. For more information about David Capital Partners, please visit: https://davidpartners.com/ Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:28] David Capital's background and investing philosophy [7:07] Overview and history of Vistry Group $VTY.L + David Capital's background with $VTY.L and why Vistry is interesting to Adam [18:39] Partnerships business - what is it? [27:04] What is unique about Countryside's business model (Vistry's competitive moat) [36:25] Why Adam thinks that Vistry's future growth is going to unlock, despite trading flatish for last 15 or so years [43:10] What "Mixed Tenure Project" means [48:02] Partner pushback? [52:40] NPC comparison [56:17] What breaks the Vistry thesis?[1:00:55] UK housing cycle - where are we at[1:06:02] Vistry valuation + growth prospects [1:16:25] What is the sell-side missing[1:22:38] CEO comp package and newly appointed board directors[1:25:22] Vistry exposure amongst UK funds Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this December 2023 edition, Chris discusses what's on his mind at the end of the year, Merger Arb, $ROIV, $IMVT, thoughts on $SAVE, views on 2024 and lessons learned from 2023. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:46] Chris' thoughts, high level, for December 2023: merger arb [2:44] Roivant $ROIV [8:27] Immunovant, Inc. $IMVT [13:44] Thoughts on $SAVE, antitrust, merger arb implications when government blocks M&A [26:18] Views on 2024 and lessons learned from 2023 [36:23] CVRs [42:55] Final thoughts Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
Adam Wilk, CFA, Founder and Portfolio Manager of Greystone Capital Management, LLC, joins the podcast to discuss his thesis on Sylogist (TSX: SYZ), provider of mission-critical SaaS solutions to over 2,000 public sector customers globally across the government, nonprofit, and education verticals. For more information about Greystone Capital Management, please visit: https://www.greystonevalue.com/ Sylogist write-up in Q1 2023 Letter: https://www.greystonevalue.com/_files/ugd/47fd79_4bc7a737390344ceb68d07367503b878.pdf Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:32] Overview of Sylogist (TSX: SYZ) and why Adam finds it interesting [9:00] $SYZ.TO strategic review and why pivoted the way they did [15:49] How $SYZ.TO has evolved over last few years [18:31] How $SYZ.TO management team is incentivized [21:41] How is $SYZ.TO beating larger competitors for business / how is transitioning from "on-premises" to cloud offering creating growth? / Pricing power [30:11] Microsoft partnership [34:28] Focus on nonprofit and government verticals; value proposition for these target customers / biggest competitor [38:36] Nonprofit space / Government ERPs [42:20] $SYZ.TO earnings, specifically on EBITDA [49:01] Thoughts on what CEO meant when he said "We're stepping on the gas for growth in 2024" on the Q3 call [52:36] $SYZ.TO valuation and final thoughts Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
Kevin Mak, CFA, Founder of Creek Drive Capital and Teacher at Stanford University of a course called, Financial Trading Strategy, discusses his thesis on Sphere Entertainment Co. (NYSE: SPHR). Link to Kevin's $SPHR thesis: https://drive.google.com/file/d/1_jGx22O8NWRlb8zZZmuqMwfa-Ae3Y55o/view Twitter: https://twitter.com/KevinLMak Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:17] Sphere Entertainment Co. $SPHR and why it's interesting to Kevin [3:36] Kevin's views on $MSGN and why that's relevant for $SPHR [8:56] How Kevin values $SPHR [15:20] More important from a revenue perspective: Residencies or Daily Airing of "Postcards" [17:13] Sustainability of the movies at $SPHR / how much better is $SPHR than a quality IMAX? [26:35] $SPHR customer demand [29:10] $SPHR music residency economics / logistics / creating the buzz [38:30] $SPHR customer draw as technology improves [40:52] Outside revenue streams (ad revenue on outside of the Sphere) / cost to create an ad for the Sphere (Billboard comp) + economics of the Sphere [47:51] Main difference between Kevin's $SPHR analysis and sell-side analyst targets [49:58] Corporate governance and naming rights [52:39] Capex [56:04] Valuing the franchise model and pushback on multiple Sphere's - how do you find the right markets for Sphere + why did London turn down the Sphere [1:03:25] Convertible debt / $SPHR valuation [1:08:12] $SPHR final thoughts Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
Lionel Hutz, Editor of the Valorem Research Newsletter on Substack, joins the podcast today to provide his Spirit / JetBlue post-trial breakdown. For more information about Valorem Research and to subscribe, please visit: https://www.valoremresearch.com/ Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:44] General takeaways from Spirit / JetBlue post-trial and post-trial briefs [7:56] DOJ's case, what citing of Philadelphia National and Baker Hughes cases as precedents means [13:17] Harm to local markets - thoughts on this framework as it applies to the bear case [16:04] JetBlue's "having it both ways" arguments and where Lionel thinks JetBlue scored points with their arguments [23:21] 51 presumptive markets and how they are relevant to this case + the government's skepticism of divestitures [33:20] How JetBlue and the government handled the expert witness, what deficiencies that JetBlue finds with the government witnesses [39:39] Government's points regarding the hot docs [42:40] How precedent being used to support both sides of the case [50:03] Evidence supporting JetBlue's position and evidence supporting DOJ's position [57:26] The fourth bear case on relevant markets [1:03:35] Timing on ruling [1:12:33] Legacy of the outcome for this case Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
John Huber, Founder and Portfolio Manager at Saber Capital Management, joins the podcast today to describe the concept "Inevitable Retail Winners", characteristics of inevitability, as well as talking through many different examples that exemplify this concept. In addition, John shares his thesis on Floor & Decor (NYSE: FND). For more information about Saber Capital Management, please visit: https://sabercapitalmgt.com/home/ Article from Base Hit Investing: https://basehitinvesting.substack.com/p/munger-podcast-thoughts-retail-stocks YAV blog post on retail: https://www.yetanothervalueblog.com/p/cyber-monday-thoughts-part-1-retail Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:55] What is an "inevitable retail winner" and Charlie Munger's thoughts on this [10:19] Restaurants [12:34] Various retail companies mentioned, are they "inevitable retail winners"; characteristics of "inevitability" - using AutoZone as an example as well [22:09] Retail management and culture [27:33] Floor & Decor $FND: what is their moat? / customer experience / why inventory is a moat [38:55] Pro vs. DIY customer spend / comment on ROIC on new stores / does $FND want to own their own stores [45:14] Macro impact on $FND? [51:14] $FND valuation [58:20] $FND described as a "category killer" [1:00:21] $FND risks [1:03:36] Any difference in $FND pre vs. post IPO + mistakes management made in the past [1:07:16] Push back on $FND thesis: recent acquisitions and "category killer" [1:11:32] Any other retails that John thinks has a chance to be inevitable or he thinks that a lot of investors talk about in this "inevitable" way Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
Brad Hathaway, Managing Partner of Far View Capital Management, joins the podcast today to discuss what he thinks is a compelling setup at Distribution Solutions Group, Inc. (NASDAQ: DSGR), a premier multi-platform specialty distribution company providing high touch, value-added distribution solutions to the maintenance, repair & operations (MRO), the original equipment manufacturer (OEM) and the industrial technologies markets. For more information about Far View Capital Management, please visit: https://www.farviewcapitalmgmt.com/ Chapters: [0:00] Introduction + Episode sponsor: Alphasense [3:11] Quick overview of Distribution Solutions Group $DSGR and why it's interesting to Brad [4:40] Overall $DSGR setup, starting with rights offering [7:07] $DSGR business overview (all three businesses), direct comps, competitive sales advantage, customer retention [19:51] $DSGR transaction (LKCM involvement) and why do all three businesses belong together? [29:23] $DSGR thesis and LKCM's history with specialty distributors [36:20] $DSGR valuation, what type of organic growth would $DSGR show without future acquisition, how much of the industry is still in-house, roll-up strategy multiple [46:00] Scaling $DSGR business, capital allocation and tail risks [57:22] Scaled specialty distributor that has not worked [1:01:11] Path to liquidity, management and LKCM alignment Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
Lionel Hutz, Editor of the Valorem Research Newsletter on Substack, joins the podcast today to discuss the Liquidia vs. UTHR hearing at the Federal Circuit that took place on Monday, December 4, 2023. Lionel's LQDA write up: https://www.valoremresearch.com/p/lqda-v-uthr-premium-update Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:35] What was the $LQDA hearing recently on Monday, December 4, 2023, and Lionel's initial thoughts on the hearing [6:16] Arguments UTHR was drilling down on [10:14] How Lionel thinks of the quality of UTHR's arguments [13:56] Judge performance and thoughts on their performance during the hearing [27:00] Question from Judge for LQDA about dissemination of abstracts / would we have this problem of dissemination if that conference was in 2023 vs 2004 [37:26] Next steps post-hearing: reversal or remanding, if remanding (sending back to the PTAB court) - what is the most likely issue, if reversal - what is the most likely reason [49:02] Odds on outcome of the $LQDA hearing Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
Brian Albrecht, Chief Economist of the International Center for Law & Economics (ICLE), joins the podcast today to discuss ICLE's paper on the $24.6 billion Kroger-Albertsons transaction. ICLE Paper on Kroger / Albertson's merger: https://laweconcenter.org/icle-on-kroger-albertsons/ White paper: https://laweconcenter.org/wp-content/uploads/2023/10/Kroger-Albertsons-Merger-Full-Paper.pdf Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:32] Overview of ICLE (International Center for Law & Economics) and Brian's background [3:12] Kroger / Albertson's merger - how Brian is thinking about this potential merger [6:55] FTC's analytical framework [10:58] Why government hasn't brought more suits in grocery industry [14:34] Should precedent be updated? [24:05] Why shouldn't market shares matter? [28:30] How have delivery services changed the market index & wrap-up on wholesale clubs, competition [33:05] Divestitures [39:26] Specific divestiture package - Haggen's example [46:20] Waterbed effect - why this is or isn't an antitrust concern [51:44] Regional power vs. local power with retail workers [59:01] Final thoughts Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast for the second time to share his thoughts on the JetBlue $JBLU / Spirit Airlines $SAVE merger trial now that closing arguments have been made. Known for their “Event-Driven Legal” investment-research, Michael Cohen and his team follow significant legal disputes and are closely watching the $JBLU / $SAVE case. For more information about MDC Financial Research, please visit: https://mdcfinancial.com/ For more on the SAVE / JBLU trial, see podcast #204, Michael's first appearance: https://www.youtube.com/watch?v=BFN_iXHdF78 Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:41] Update since half-time report: overall thoughts on trial now that we have had closing arguments - $JBLU / $SAVE merger trial [3:55] $JBLU / $SAVE merger trial closing arguments [11:04] Feel for how Judge is likely to craft opinion on the case [14:20] Potential additional remedies to get merger over the hurdle [17:02] Market definition and timing of the deal (how does this affect consumers) [23:41] Step 3: the burden of proof from the DOJ, showing there is harm to consumers [24:32] Cont'd: timing of the deal (how does this affect consumers [27:51] United Airlines testimony [35:03] Commentary on Spirit's survivability if merger doesn't go through [41:38] JetBlue's second expert witness [43:43] Dr. Chipley's testimony [45:54] Closing arguments cont'd: competition be preserved [48:02] Closing arguments cont'd: balance of nationwide benefit vs. local harm [52:28] Main divergence of opinion based on being in the courtroom [56:52] Hot docs [59:05] Odds of merger going through closes vs. failing vs. re-pricing Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
Jeremy Raper, Founder of Raper Capital, is back on Yet Another Value Podcast to discuss Bragg Gaming (NASDAQ: BRAG / TSX: BRAG), a global B2B content-driven iGaming technology provider. On November 22, 2023, Jeremy published "An Open Letter to the Chair of the Board of Bragg Gaming Group." on his website (link below), where he outlines strategic alternatives for the company. Jeremy and Andrew close out with Jeremy's take on the Spirit / JetBlue trial. For more information about Jeremy Raper and Raper Capital, please visit: https://rapercapital.com/ Jeremy's Letter to $BRAG management: https://rapercapital.com/2023/11/22/an-open-letter-to-the-chair-of-the-board-of-bragg-gaming-group/ Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:55] Jeremy's Letter to the Board of Bragg Gaming $BRAG; company/thesis background and why Jeremy wrote and sent the letter [17:20] Who is the right buyer for $BRAG? [24:51] $BRAG financing in September 2022 [31:14] $BRAG CEO and management performance [37:55] $BRAG final thoughts [38:35] Jeremy's take on Spirit / JetBlue trial [44:13] How Spirit / JetBlue trial compares to Twitter / Elon case [47:23] Spirit / JetBlue bear case [50:10] How Spirit / JetBlue case affects Hawaiian Airlines and Alaskan Airlines merger [54:11] Final thoughts Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
This week we welcome Michael Swenson from RocketBike to the podcast! The focus of the discussion is on the importance of creatives and product detail pages in driving conversions on Amazon. Key Takeaways:Elevator Pitch with Second Images: Michael introduces a game-changing strategy—using the second image as a powerful "elevator pitch" to boost conversions and captivate consumers quickly.Visual Prominence in Main Images: Explore the critical impact of main images on click-through rates and advertising performance, emphasizing the need for world-class visual representation.Sentiment Analysis for Enhanced Content: Discover the untapped potential of sentiment analysis in customer reviews and how it can reshape content strategy, reducing negative reviews and enhancing brand reputation.This episode is a blend of data and creativity that can elevate your products in the competitive world of retail media.
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this November 2023 edition, Chris provides his take on the opacity and aggression of the FTC, how he is thinking about the Spirit trial, Amazon / iRobot deal and reflections on Charlie Munger. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Alphasense [2:07] What is on Chris' mind this month: M&A, arbitrage, anti-trust, recent podcast with Lena Khan, Chair of the FTC [7:49] How Chris is thinking about the Spirit trial, and the implications if the merger does not go through [21:07] Spirit trial: airplane shortages and expert witnesses [29:35] Spirit / JetBlue bear argument about hot docs [33:47] Amazon / iRobot deal [40:16] Final thoughts: reflections on Charlie Munger Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast to do a fun AMA, not as a guest, but putting his hosting skills to the test and interviewing YAVP host, Andrew Walker. For more information about Caro-Kann Capital, please visit: http://caro-kann-capital.com/ Chapters: [1:25] Introduction + Episode sponsor: Alphasense [3:03] Idea/inspiration for launching Yet Another Value Podcast [5:56] 5% that is not "Podcast Andrew" [7:10] YAVP format - how Andrew got to this podcast format [10:56] Sourcing guests [18:07] Interview preparation process [26:29] Interviewer inspiration and how Andrew's interview style have evolved [30:14] Striking a balance between leading guests too much vs. letting guests go on their own paths [32:07] What makes a stock pitch stand out? Good stock idea vs. good stock pitch [36:55] How has being a podcast host made Andrew a better investor? [39:37] Andrew's investment style and philosophy [42:42] How many ideas did Andrew end up investing in post-publishing a podcast [45:02] What Andrew has learned about building a network, a community and connecting with people from the podcast [47:41] Three people in the world Andrew wants to have on the podcast and the funniest moment thus far [53:28] Three companies that Andrew would like to see discussed on the podcast [55:59] Where does Andrew want to see the podcast go Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast for the first time to share his thoughts on the JetBlue $JBLU / Spirit Airlines $SAVE merger trial that is now underway. Known for their “Event-Driven Legal” investment-research, Michael Cohen and his team follow significant legal disputes and are closely watching the $JBLU / $SAVE case. For more information about MDC Financial Research, please visit: https://mdcfinancial.com/ For more on the SAVE / JBLU trial, see podcast #197 with Lionel Hutz: https://www.yetanothervalueblog.com/p/lionel-hutz-breaks-down-the-jetblue Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:38] Michael's overview of the $SAVE / $JBLU trial as the trial has commenced [14:47] How $SAVE / $JBLU case compared to Spectrum Brands trial [16:20] Judge for the $SAVE / $JBLU trial [19:52] Divestitures [22:50] Anti-competitive arguments [26:27] Spirit "Hot Docs" (Hot Documents) [29:02] "Flailing Firm" defense [35:28] Spirit stock performance since the trial started [39:41] Head of Network [42:31] Government "Hot Docs" [45:32] Market Definition [49:55] Additional takeaways from $SAVE / $JBLU case - government's focus on $SAVE's business model and testimonies on the fluidity of this industry [51:32] Odds of DOJ winning vs. $JBLU winning [54:26] What makes Michael think that this case isn't a coin flip in $JBLU's favor Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this October 2023 edition, Chris provides his take on problems and opportunities in biotech, tax loss selling, closed-end funds, big spread arbitrage, Albertson's / Kroger merger case and predictions for upcoming Liberty Day. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Stream by Alphasense [1:22] What is on Chris' mind this month: merger arb, closed-end fund, failed biotech, Liberty Day [3:42] How Chris is thinking about biotech companies right now [6:24] Problems in biotech, but is there opportunities? [10:36] Closed-end funds [14:04] Big spread arbitrage [22:10] Albertson's / Kroger merger case [33:15] Predictions for Liberty Day Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
Jonathan Boyar, President of Boyar Research, returns to the podcast for the fourth(!!) time to discuss his thesis on Topgolf Callaway Brands (NASDAQ: MODG) and how it is growing an entire industry. Subscribe to the Boyar Research Substack here: https://boyarresearch.substack.com/ You can Follow Boyar Research on Twitter/X here: https://twitter.com/BoyarValue $MODG write-up: https://boyarresearch.substack.com/p/a-company-thats-growing-its-entire Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:42] Topgolf Callaway Brands $MODG and why its interesting [3:57] Why $MODG is clearly a "Topgolf" story? And, what is Topgolf [12:05] Land grab for opening new "Topgolf" or competitive stores [15:00] What Jon thinks people are so worried about Topgolf [18:06] Topgolf pushback: financing new stores [22:17] Would it be better to separate Topgolf and Callaway? [24:42] Topgolf advertising revenue stream and what is the company referring to when they say they are "maximizing economics" of the business (PEI system) [29:30] KPIs the company tracks [33:50] $MODG valuation [39:04] "Toptracer" part of the business [41:22] Pressure on $MODG stock; what keeps Jon up at night about the idea and various upside scenarios [46:36] Final thoughts Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
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