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Special guest Stephen Robles joins the show. Topics include indie media and YouTube, Shortcuts and automation, and the state of podcasting.
On today's episode, Clay Finck is joined by Andrew Brenton to discuss the inefficiencies in the stock market as well as his investment thesis on Floor & Decor and Kinsale Capital. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an average annual return of 18.8% versus just 8.7% for the S&P 500. $10,000 invested in their fund at inception would have grown to over $1 million, and had that money been invested in the market, it would have been worth around $95,000. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:28 - Andrew's thoughts on whether today's markets are becoming more or less efficient 00:13:08 - How today's market reminds him of the 1999 tech business 00:16:17 - His investment thesis and intrinsic value estimate of Floor & Decor 00:41:26 - Why Andrew is long Kinsale Capital in the fund 00:57:05 - Andrew's thoughts on weathering periods of underperformance relative to the broader market Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Cliff Asness's paper: The Less-Efficient Market Hypothesis. Check out Turtle Creek Asset Management. Related Episode: Listen to TIP592: Outperforming the Market Since 1998 w/ Andrew Brenton, or watch the video. Related Episode: TIP674: Outperforming the Market, Managing Risk, & Market Inefficiencies w/ Andrew Brenton, or watch the video. Follow Clay on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions reMarkable Netsuite Shopify Onramp Vanta Public.com Abundant Mines Horizon Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Lets chat Boston hoops.
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We got the band back together! Charlie and Maggie return to WiP (& Writing Battle) as we discuss the genres for the upcoming short story competition. Join us for all of the fun, excitement, insight, and predictions. *SPOILER ALERT* (that's not actually a spoiler alert at all) Charlie peeks at his cards early and Maggie presses all the buttons... some things never change…If you're looking for the links to Maggie's Intrepidus Ink craft essays, you can find them here (Character Voice: It's not just what they say), here (Metaphor Magic: How to get the reader to accept the absurd), and here (Breaking the Rules: Doing it with intention and style).**SPONSOR INFO**Rat Bag Lit is the world's first lit mag run by rats. Okay, the writers running Rat Bag Lit aren't really rats, but we are human authors experienced in writing, reading, critiquing, and editing short fiction. Each of us knows the pain of submitting our work and receiving a seemingly endless flow of rejections in return. So we thought: why not make this fun?Rat Bag Lit is a brand-new paying publication for short fiction, creative non-fiction, and poetry. Rat Bag Lit seeks to publish work that crosses genre and blurs the lines between literary and genre. Weird little stories that keep us up at night, stories that make us laugh, and poetry reflecting the strangest dreams that pop out of your odd little noggin. Bold ideas, tight prose, snappy dialogue, speculative elements. Rat Bag Lit is looking for unique fiction that twists common tropes into something we haven't seen and, hell, maybe something we'll wish we hadn't. That strange little story that you hold close to your heart but has been rejected a billion times, but you keep sending it out because you believe in it, damnit? Yeah. Send us that one. We'll publish all the weird that fits.We open on the first of each month for themed drabbles (100 word stories) and unthemed micros. We expect to open for flash and short stories again in November. We do our best to respond to all submissions within 60 days, if not much sooner.We'll have a new selection of short fiction online each month. Our first print edition will be available in early 2026, which will feature flash, poetry, and short stories.Check out our website at www.ratbaglit.com for more details and our full submission guidelines.**PATREON INFO**If you would like to join our WiPpersnapper Patreon community, here's everything you need to know:You can join at https://www.patreon.com/WritinginProgressPodcastThe tiers/perks are as follows:Good Samaritan ($1 USD/month)-Access to posts/surveys/updates on the Patreon Website-1 entry into giveaways-Good Karma for supporting small-time podcastersWiPpersnapper ($5 USD/month)-Access to bonus audio episodes, exclusive to the Patreon. (Currently 4 available). We aim to record about one 20 minute bonus episode per month.-5 entries into giveaways-Name shouted out at the end of all public episodes (if you'd like!)Episode Sponsor ($20 USD/month)-Whatever topic/service that is desired will be discussed and promoted at the start of an upcoming episode. (Books, Websites, Contests, Services, Social Media, Publications, Websites, etc.)-Appropriate links and descriptions will be included in episode descriptions and social media posts.-20 entries into giveaways.
Gwen Murphy has set a new milestone in the United Way's annual Jail and Bail fundraiser by bringing in $1,289, shattering previous records, which organizers say hovered around $300 to $400. The event, which took a new mobile format this year, raised a total of $4,900 for United Way, supporting 15 local non-profits and community impact projects such as Shoes for Kids, food assistance, and shelter programs. Both Gwen's enthusiasm and the community's generosity are being praised, with organizers hinting at more competition—and possibly even some extra rewards—for next year's participants. Linda Blair said, "She was really inspirational in this campaign. We really, really appreciate it. I don't think any of us thought it would be anywhere near this successful." Nat Smith said, "Tami and I were able to come up with a kind of a different format, and we were able to take the jail on the road so people didn't have to be away from their jobs very long. I think it allowed us to capture a few people that otherwise we would not have been able to get for volunteering." In 2025, the Kewanee Area United Way will fund 15 local agencies offering vital support for residents of Stark and Henry Counties. Services span mental health counseling, elder care, housing, food assistance, tutoring, and programs for veterans, youth, and families. Notable organizations include Abilities Plus for individuals with disabilities, ABCD's after-school initiative, Freedom House for domestic violence support, and the Kewanee Food Pantry. The Henry County Youth Services Bureau and Sunshine Community Services Center focus on empowering and mentoring children. These agencies rely on community support, ensuring essential resources are accessible for neighbors in need throughout Kewanee and the surrounding areas. Find the full list of agencies here. The Kewanee Area United Way continues its long-standing mission to enhance the quality of life in Henry and Stark Counties, supporting health, education, and financial stability for residents. “The mission of the Kewanee Area United Way is to increase the organized capacity of people to care for one another.” Their newest initiative, Shoes for Kids, began in 2024, providing much-needed footwear to students in the Kewanee Area School Systems, with plans to expand the program into 2025. Each year, the board selects nonprofit partners dedicated to essential community services. Residents are encouraged to show support through donations or volunteering on the Board of Directors. For more information or to get involved, visit the KAUW website, email Kewaneeareaunitedway@kewanee.com, or call 309-761-8447.
ALSO: Swatting Incidents Target State GOP Lawmakers... and New Indianapolis Snow Plow PrioritiesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Lainey Wilson won a lot of awards at the CMAs, how difficult it is raising children, two convicted child sex offenders in Kansas City are reportedly working with a nonprofit organization that provides services to children, and is it a space ship?
Happy Thanksgiving to our American listeners! Join FPC Executive Director and CEO Reed Luhtanen as he goes off the rails with Kyle Caldwell and Keith Melton from The Clearing House. The trio discuss the growth of the RTP Network, instant payments use cases, the new fraud service that TCH is rolling out, and a ton of other stuff.
Nvidia (NVDA) earnings have arrived! Kevin Green and Diane King Hall break down the A.I. chipmaker's latest numbers, including its guidance and what it means for the rest of the A.I. trade. Elsewhere in big tech, Alphabet (GOOGL) touched all-time highs after releasing Gemini 3.0, but KG says there's more happening there with international projects. He says GOOGL is really holding up the Comm. Services sector overall. For the September jobs data, KG says it at least signals the government's ability to roll out data even if it is stale. For today's trading, he says the book depth is fairly thin and is eyeing liquidity levels right now. KG says volatility hasn't "crushed enough" and warns of a possible bull trap. For Thursday's trading action, he's watching 6750 to the upside for the S&P 500 (SPX) with 6600 as a possible downside test.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Oyster Stew - A Broth of Financial Services Commentary and Insights
In this Oyster Stew episode our experts unpack what regulators expect and how firms can build strong processes around Reg Bi and account type recommendations recommendations.· What Makes an Account Recommendation “Best Interest”? · Balancing Cost and Services. · Special Considerations in Practice Transitions. · Avoiding Double Dipping. · Documentation: Showing Your Work. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!
After 20+ years at some of the most important Silicon Valley tech companies like Yahoo, LinkedIn, Oracle, Informix and NerdWallet, Bhaskar today leads investment of enterprise infrastructure companies at 8 VC.Bhaskar Ghosh spent 20+ years at some of the most important Silicon Valley tech companies before moving into venture capital as a Partner at 8VC.After completing his PhD in computer science from Yale, he worked across Yahoo, LinkedIn, Oracle, Informix and NerdWallet. He brings this experience to founders building the next generation of enterprise infrastructure companies.In this episode Bhaskar explains how IT services are being reimagined for India, a country that over the last 25 years turned its skilled workforce into a global services engine. We discuss the shift happening inside workflows most people do not think about: mid-office ops, call centers, insurance, travel and HR. These are areas where thousands of people move information every day, and where AI is now good enough to take over entire workflows.Bhaskar talks about the founders already building in this space, including those buying traditional services companies and rebuilding them with AI at the core. He also explains why this new wave will not behave, scale or be valued like SaaS, because this is no longer pure software. It is the reinvention of services.If you are a founder making engineering decisions, someone curious about the less visible layers of software, or interested in people who move technology forward, this conversation with Bhaskar is for you.00:00 –Trailer03:03 – How India will reimagine IT services (TCS, Infosys)04:32 – “why now” of services06:07 – How unstructured data became easier to handle?07:53 – What LLMs can do today with high precision10:35 – Use of GenAI will increase margins in services11:54 – Front & mid offices will become more productive and lean14:30 – Will a pure services business scale anymore?15:55 – Legacy service businesses + AI-first software20:04 – Real challenge to operate and scale such businesses20:33 – 3 reasons on why SaaS companies get higher multiples?22:06 – Network-effect players win big in SaaS24:18 – Replacing software v/s replacing services26:16 – Business without inherent network effects (yet)28:22 – Is AI unlocking TAM larger than Software era?30:57 – How prosperity of a country influences growth of Co's32:50 – India's tech talent is key to India-US corridor39:36 – Deeply disruptive AI Co's will come from India43:04 – How new-age AI services companies of India should grow in US?44:39 – Current BPOs have an unfair advantage47:21 – Will older BPOs understand the importance of AI?49:22 – A Moat in outcome-based pricing can replace old businesses51:50 – Has the US ever been sensitive to cost?55:23 – The new AI-enabled services have a Palantir-risk flavour58:47 – Where to build when model Co's eat forward & backward revenue?01:06:10 – What type of founding teams are needed?01:08:10 – How founders think about GTM is changing-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonSend us a text
A new report shows New Zealand is best served by keeping key public services at a regional level. Local Government New Zealand's regional sector chair, Deon Swiggs spoke to Ingrid Hipkiss.
Poor public service performance was a key reason for Labour's victory in the 2024 election. Following the new government's first multi-year spending review and a major reshuffle, this event brough together a panel of experts to discuss how successfully Labour has managed public services since coming to office. This event brought together a panel of experts to discuss these key questions: What was Labour's public service inheritance? How much progress has the government made on public services since the election? What impact with the spending review have on public service performance? What are the biggest public service challenges that need to be addressed over the rest of the parliament? What are the implications for the budget? As the Institute for Government published the latest edition of Performance Tracker, written in partnership with the Nuffield Foundation, which featured new analysis on the performance of public services, Amber Dellar, Stuart Hoddinott and Cassia Rowland, presented the key findings. They were joined by Stephen Bush, associate editor and columnist at the Financial Times. This event was chaired by Nick Davies, Programme Director at the Institute for Government, with an introduction by Mark Franks at the Nuffield Foundation. This event was kindly supported by the Nuffield Foundation.
Boys at Crossroads outnumber girls 10 to one, but if you ask staff about who's harder to work with, it's the girls, hands down. To find out for ourselves and learn more about life on the girls' hall, we follow two sisters who have cycled in and out of New York's juvenile justice system. This is the fourth episode of “The Loop,” Ear Hustle's six-part series about kids in New York City who are caught up, one way or another, in the criminal justice system. Ear Hustle would like to thank: Joanne Smith-Darden, Associate Professor, School of Social Work, Ruth T. Koehler Endowed Professor in Children's Services, Michigan State University and Co-Director, SPARK Lab; Heather McCauley, Associate Professor, School of Social Work, Michigan State University and Co-Director, SPARK Lab; and Adam Brown, Associate Professor, Silberman School of Social Work at Hunter College, City University of New York, for their tremendous support of this project. Big thanks, too, to the Drama Club team — including Josie Whittlesey, Cesar Rosado, Tiffany “Tiny” Cruz, Abby Pierce, Sophie Jones, and Ashley Adams. You can find out more about their work here.And thanks to Nancy Ginsberg, Aylese Kanze, and Commissioner Danhauser at New York City's Administration for Children's Services for saying “yes” to this project.As always, thanks to Warden Andes and Lt. Berry at San Quentin Rehabilitation Center; Acting Warden Parker, Associate Warden Lewis, and Lt. Newborg at the California Institution for Women; and Warden De La Cruz and Lt. Williams at the Central California Women's Facility for their support of our work.Support our team and get even more Ear Hustle by subscribing to Ear Hustle Plus today. Sign up at earhustlesq.com/plus or directly in Apple Podcasts. Ear Hustle is a proud member of Radiotopia, from PRX. Learn about your ad choices: dovetail.prx.org/ad-choices
Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges. They discuss the rising relevance of Bitcoin and gold amid liquidity constraints, and how economic missteps, tech sector bottlenecks, and geopolitical shifts may shape the future. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:37 - Why the U.S. faces a multi-pronged "poly crisis" despite strong tax receipts 00:02:20 - How short-term debt issuance is straining financial system liquidity 00:04:02 - Why Japan's bond and currency trends signal deeper global shifts 00:05:10 - The impact of U.S. shale decline and oil demand on inflation 00:12:18 - How hedge funds are absorbing Treasury debt—and why it matters 00:06:27 - The surprising risk factors in the tech sector like hyperscaler power limits 00:19:31 - The contradiction in U.S. housing policy and mortgage lengths 00:26:06 - Why Bitcoin and gold are diverging in investor appeal 00:49:16 - How global power shifts and sanctions are elevating gold's role Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES X Account: Luke Gromen. Newsletter: FFTT. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions reMarkable Netsuite Shopify Onramp Vanta Public.com Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today I'll discuss our outlook for 2026 that we published earlier this week. It's Wednesday, Nov 19th at 6:30 am in New York. So, let's get after it. 2026 is a continuation of the story we have been telling for the past year. Looking back to a year ago, our U.S. equity outlook was for a challenging first half, followed by a strong second half. At the time of publication, this was an out of consensus stance. Many expected a strong first half, as President Trump took office for his second term. And then a more challenging second half due to the return of inflation. We based our differentiated view on the notion that policy sequencing in the new Trump administration would intentionally be growth negative to start. We likened the strategy to a new CEO choosing to ‘kitchen sink' the results in an effort to clear the decks for a new growth positive strategy. We thought that transition would come around mid-year. The U.S. economy had much less slack when President Trump took office the second time, compared to the first time he came into office. And this was the main reason we thought it was likely to be sequenced differently. Earnings revisions breadth and other cyclical indicators were also in a phase of deceleration at the end of 2024. In contrast, at the beginning of 2017—when we were out of consensus bullish—earnings revisions breadth and many cyclical gauges were starting to reaccelerate after the manufacturing and commodity downturn of 2015/2016. Looking back on this year, this cadence of policy sequencing did broadly play out—it just happened faster and more dramatically than we expected. Our views on the policy front still appear to be out of consensus. Many industry watchers are questioning whether policies enacted this year will ultimately lead to better growth going forward, especially for the average stock. From our perspective, the policy choices being made are growth positive for 2026 and are largely in line with our ‘run it hot' thesis. There's another factor embedded in our more constructive take. April marked the end of a rolling recession that began three years prior. The final stages were a recession in government thanks to DOGE, a rate of change trough in expectations around AI CapEx growth and trade policy, and a recession in consumer services that is still ongoing. In short, we believe a new bull market and rolling recovery began in April which means it's still early days, and not obvious—especially for many lagging parts of the economy and market. That is the opportunity. The missing ingredient for the typical broadening in stock performance that happens in a new business cycle is rate cuts. Normally, the Fed would have cut rates more in this type of weakening labor market. But due to the imbalances and distortions of the COVID cycle, we think the Fed is later than normal in easing policy, and that has held back the full rotation toward early cycle winners. Ironically, the government shutdown has weakened the economy further, but has also delayed Fed action due to the lack of labor data releases. This is a near-term risk to our bullish 12-month forecasts should delays in the data continue, or lagging labor releases do not corroborate the recent weakness in non-govt-related jobs data. In our view, this type of labor market weakness coupled with the administration's desire to ‘run it hot' means that, ultimately, the Fed is likely to deliver more dovish policy than the market currently expects. It's really just a question of timing. But that is a near-term risk for equity markets and why many stocks have been weaker recently. In short, we believe a new bull market began in April with the end of a rolling recession and bear market. Remember the S&P [500] was down 20 percent and the average S&P stock was down more than 30 percent into April. This narrative remains underappreciated, and we think there is significant upside in earnings over the next year as the recovery broadens and operating leverage returns with better volumes and pricing in many parts of the economy. Our forecasts reflect this upside to earnings which is another reason why many stocks are not as expensive as they appear despite our acknowledgement that some areas of the market may appear somewhat frothy. For the S&P 500, our 12-month target is now 7800 which assumes 17 percent earnings growth next year and a very modest contraction in valuation from today's levels. Our favorite sectors include Financials, Industrials, and Healthcare. We are also upgrading Consumer Discretionary to overweight and prefer Goods over Services for the first time since 2021. Another relative trade we like is Software over Semiconductors given the extreme relative underperformance of that pair and positioning at this point. Finally, we like small caps over large for the first time since March 2021, as the early cycle broadening in earnings combined with a more accommodative Fed provides the backdrop we have been patiently waiting for. We hope you enjoy our detailed report published earlier this week and find it helpful as you navigate a changing marketplace on many levels. Thanks for tuning in. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!
Are you a student or early-career professional trying to decide between a bulge bracket or boutique investment bank? In this episode of the AmplifyMe Market Maker podcast, Anthony Cheung and Silvia Magni break down what really sets these firms apart, from business models and deal flow to team structure and day-to-day responsibilities.They also explore how each path impacts your training, career development, and how to tailor your interview approach. Whether you're drawn to the global reach of a bulge bracket or the hands-on experience of a boutique, this episode helps you choose the right fit and position yourself for success.(00:00) Intro & Episode Overview(01:42) Defining Bulge Brackets vs. Boutiques(03:48) Business Models & Services(06:59) Deal Flow Differences(09:21) Team Structure & Responsibility(11:30) Culture & Career Development(15:08) Interview Tips & Final Thoughts(17:20) Conclusion*****Take a free M&A Finance Accelerator simulation Join our in-person 5-day Finance Bootcamp in London, 15-19 December 2025
The interview is also on Youtube: https://youtu.be/oSIFewGWnNE?si=efQOrP5YXeoWuYYAGuest Carlos Moreira Founder & CEO of SealSQ Ticker: (Nasdaq: LAES)Website: https://www.sealsq.com/BioCarlos Creus Moreira is a global technology entrepreneur and cybersecurity authority, serving as Founder, Chairman, and CEO of WISeKey (NASDAQ: WKEY) and SEALSQ (LAES). For decades, he has been a leading voice in securing the internet, developing trusted digital identity ecosystems, and advocating for the ethical use of artificial intelligence.Moreira began his career as a United Nations expert on CyberSecurity and Trust Models, working with agencies such as ILO, UNCTAD, ITC/WTO, World Bank, UNDP, and ESCAP (1983–1999). He is also the Founder of OISTE.org, a global non-profit dedicated to strengthening digital identity standards.From 1995 to 1999, he served as an Adjunct Professor and Head of the Trade Efficiency Lab at RMIT University in Australia, contributing to advances in trade facilitation and cybersecurity. His academic and professional work has consistently focused on enhancing trust in digital systems.Moreira holds influential roles in numerous international organizations. He is a Founding Member of the Geneva Government's E-Voting Steering Committee, a UN Global Compact Member, and has contributed extensively to the World Economic Forum (WEF). His WEF roles include: Founding Member of Global Growth Companies, WEF New Champion (2007–2016), Vice-Chair of the Agenda Council on Illicit Trade (2012–2015), Member of the WEF Selection Committee for Growth Companies, and contributor to the Agenda Council on the Future of IT Software & Services (2014–2016). He has been recognized as one of the WEF's Trailblazers, Shapers, and Innovators.He also serves on the Blockchain Advisory Board of the Government of Mexico, the Blockchain Research Institute, and is Founder of the Geneva Security Forum, the Blockchain Center of Excellence, and TrustValley.Moreira has received numerous honors, including:• One of Switzerland's 300 most influential people (Bilan.CH 2011, 2013)• Top 100 in the Net Economy• Most Exciting EU Company (Microsoft MERID 2005)• Man of the Year (AGEFI 2007)• One of Switzerland's 100 most important digital leaders (Bilanz 2016)• Best EU M&A Award (2017)• Blockchain Davos Award of Excellence (GBBC 2018)• CGI Award HolderHe is co-author of the global best-selling book “The TransHuman Code,” a leading work on managing technology's impact on humanity. As a multilingual keynote speaker (English, Spanish, Italian, French, Portuguese), Moreira has spoken at the UN, WEF, CGI, ITU, Bloomberg, Munich Security Conference, World Policy Conference, Zermatt Summit, Microsoft, IMD, INSEAD, MIT Sloan, HEC, UBS, and the CEO Summit.Pioneering Work During the Dawn of the World Wide Web (WWW)During the early 1990s in Geneva, at the same time Tim Berners-Lee was creating the World Wide Web at CERN, Moreira was deeply involved in advancing secure digital identity and trust models. His UN cybersecurity work positioned him as a key advocate for building security into the fabric of the emerging web. This vision led him to found WISeKey in 1999, which has become a global leader in digital identity, authentication, and securing online transactions.He later established the Geneva Security Forum and Geneva Philanthropy Forum, reinforcing Geneva's role as a center for digital trust, innovation, and global cybersecurity dialogue.Married with six children, Carlos Creus Moreira remains committed to building a secure, transparent, and human-centered digital future. More information can be found at carloscreusmoreira.com.
Are you taking the right legal steps for your Airbnb property? In today's episode, I'm talking with real estate attorney and investor Katie Johnson. Katie shares her perspective on setting up your real estate portfolio, utilizing zoning ordinances to your advantage for short-term rentals, and how local communities are legally responding to the Airbnb market. Time-stamps:Meet Katie (0:47)Katie's short-term rental journey (2:24)Following in a parent's footsteps and niching down (4:10)Katie's real estate portfolio today (5:37)Loving the experience of a gut rehab (7:23)How to set your portfolio up legally (8:57)Setting up properties across multiple states (14:43)Common mistakes in the Airbnb rental business structure (16:27)Co-hosting Services (19:23)Ali's zoning laws horror story (20:53)How local communities are handling short-term rentals (29:41)Using zoning ordinances to help you choose properties (33:55)How a real estate attorney can help (35:21)How to be the best in your brand and market (36:12)Mentioned in This Episode:Co-hosting Services: www.brandandmarket.co/cohosting Katie Johnson Initial Consultation: calendly.com/katiejohnsonplc/15minChecklist: katiejohnsonplc.myflodesk.com/strlegalchecklistConnect with Katie:Website: katiejohnsonplc.comInstagram: instagram.com/katiethereattorneyConnect with Ali: Website: brandandmarket.coInstagram: instagram.com/brandandmarket.co
This episode was originally recorded as a livestream discussion on YouTube. Dr. Asanee explores how Ifá cosmology aligns with and differs from modern scientific ideas about astral projection, quantum physics, and alternate realities.Listen as she breaks down how consciousness travels between realms during dreams, the meaning of energy connection through àṣẹ, and how destiny functions within one divine order.If you missed the livestream, this replay offers deep insights into how ancient Yoruba wisdom helps us understand what science calls “quantum reality.”
Aujourd'hui, Laura Warton Martinez, sophrologue, Abel Boyi, éducateur et président de l'association "Tous Uniques Tous Unis", et Antoine Diers, consultant auprès des entreprises, débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.
Give roofs in Dunedin a makeover with Dunedin Roof Painting, delivered by the best roof painter in Dunedin. Long-lasting, high-quality coatings protect and improve homes. For expert, reliable service, call 028 431 0545 or visit https://dunedinpaintproroofers.nz/contact-roof-painters-dunedin-nz. Dunedin Paint Pro Roofers City: Dunedin Address: 134 Somerville Street Website: https://dunedinpaintproroofers.nz
A Talent for Giving: Creating a more generous society that benefits everyone by John Studzinski https://www.amazon.com/Talent-Giving-Creating-generous-benefits/dp/1399418793 “A guide for how all of us can make a difference in the lives of others.” Michael Bloomberg “Made me really think about what it means to give, to care, to be generous.” Sir Grayson Perry Reclaim your individual impact with 'entrepreneurial giving'. It's time to democratize generosity and impact so YOU can make a difference. Philanthropy isn't just about wealth - it's about creativity, passion, and using your unique talents to contribute to what you believe in. Visionary investor and humanitarian John Studzinski challenges the traditional notion that philanthropy is reserved for the ultra-rich, revealing how anyone, regardless of financial means, can become a force for change. This groundbreaking book introduces entrepreneurial giving - a hands-on approach to philanthropy that harnesses skills, expertise, and resources. Through thought-provoking insights, A Talent for Giving offers a powerful new roadmap for impact. More than a guide, this book is a call to action. Whether you're an executive, an artist, a teacher, or an activist, your talents have the power to transform lives. The future of giving isn't about writing cheques - it's about reimagining what's possible. And it all starts with you.About the author John Studzinski, CBE is an American-British investment banker and philanthropist. Since September 2018, he has been Managing Director and Vice Chairman of the global investment management firm PIMCO. In his philanthropic activities, he consistently emphasizes the importance of human dignity and the role in philanthropy of mentoring and active networks. In 2008, he was awarded a CBE for his Services to the Arts and Charity and his philanthropy has been recognized with awards from Pope John Paul II, the Prince of Wales (2014) and the Beacon Prize.
Murph and Markus Hour 4: Greg Silva from Mauna Kea Beach Services joins the show to talk about the ocean activities that are available at the Mauna Kea Beach Resort. The Athletic's Marcus Thompson joins the show to talk about Steve Kerr's new starting lineup, Will Richard's role in the Warriors' rotation, and winning despite Jonathan Kuminga's absence. WDYTLT features quotes from "The Godfather" (1972).See omnystudio.com/listener for privacy information.
Guest Meghan Edwards, a Board Certified Behavior Analyst (BCBA) and School-Based Behavior Specialist, joins the show to share her journey from providing in-home services to becoming a public school BCBA. With over a decade of experience, Meghan helps schools build proactive systems for behavior and staff support—bridging the gap between behavior analysis and the real-world classroom.We talk about what it means to be a school-based BCBA, including the top three things to consider when transitioning to a school role. From navigating the noise and unpredictability of the school day to collaborating closely with teachers and administrators, Meghan emphasizes the importance of relationships and rapport in making an impact. She shares how her weekly newsletters, staff shoutouts, and open communication help her connect across teams.Meghan also discusses how her Instagram community, @school_based_bcba, evolved into The Behavior Lounge, a mentorship hub for school-based BCBAs. Plus, she highlights her passion project, The Paraprofessional Training Manual, created to empower the staff members who support high-needs students but often receive the least training.Be on the lookout for a CEU with Meghan coming to ABA Speech Connection in Fall 2026!#autism #speechtherapyWhat's Inside:What it's like to transition into a school-based BCBA roleTop 3 tips for success in the school settingBuilding strong relationships with teachers and administratorsSupporting paraprofessionals through intentional training and resourcesMentioned In This Episode:School Based BCBAMeghan Edwards BCBA Mentor and Behavior Support for Schools Join the ABA Speech ConnectionABA Speech: Home
Murph and Markus Hour 4: Greg Silva from Mauna Kea Beach Services joins the show to talk about the ocean activities that are available at the Mauna Kea Beach Resort. The Athletic's Marcus Thompson joins the show to talk about Steve Kerr's new starting lineup, Will Richard's role in the Warriors' rotation, and winning despite Jonathan Kuminga's absence. WDYTLT features quotes from "The Godfather" (1972).See omnystudio.com/listener for privacy information.
Today from SDPB - Secretary of State testified before the Legislative audit committee, one legislator looks to fill a gap for interpretive services in contested administrative cases and a closer look at the contested Pete Lien and Sons shooting Range.
Herrlich, was drei Tage Steiermark, Kaminfeuer und Waffeln so alles ausrichten können. Trotzdem hielt mein Leben wieder zwei klassische Michi-Missgeschicke für euch parat: einmal roch ich bei der Buch Wien versehentlich wie eine wandelnde Waschmittelwerbung, und einmal habe ich beim Versuch, mysteriös zu wirken, wortwörtlich meine Unterhose auf die Straße verloren.Außerdem geht's darum, wie mich ein älterer Herr im steirischen Gastgarten leicht überfordert hat und wieso ich gerade lerne, nicht mehr bei jeder sozialen Begegnung zu performen.Zum Schluss teile ich noch fünf Dinge, die aus völlig unerfindlichen Gründen „chic“ sind, von Camel-Zigaretten bis gutem Gesang.Meinen Krimi bestellenWerbung. Der heutige Partner ist OTTO; einer der größten Online-Shops Österreichs, perfekt für die Weihnachts- und Wintersaison. Von festlicher Mode über schöne Deko bis hin zu richtig guten Geschenkideen findet ihr dort über 2 Millionen Artikel und Services wie die OTTO UP Liefer-Flat. Wenn ihr Inspiration sucht: schaut auf ottoversand.at/weihnachten vorbei. Mit dem Promo-Code 22444 bekommt ihr -20% Rabatt auf Mode, Möbel und Deko.
Michael Hollis is an expert in food systems and urban agriculture, with over two decades of experience at the intersection of food, community, and resilience. He currently holds the position of Vice President for Community Food Security at Services for the Underserved in New York City. Michael has previously managed feeding operations in disaster zones and has a background in environmental compliance and greenhouse design. His work emphasizes empowering communities to reclaim creativity and agency in building sustainable and equitable food systems.Episode Summary:In this episode of DSP Talk, host Asheley Blaise engages with Michael Hollis, a leading figure in New York City's food security and urban farming movements. Michael addresses the multi-layered issue of food insecurity in New York, highlighting the quiet yet widespread struggles experienced by families across the city. He discusses how food insecurity transcends the absence of food, affecting physical health, social structures, and mental well-being.Michael outlines the deep connections between food insecurity and broader issues like housing instability, employment challenges, and healthcare disparities. He describes how these problems interlock in feedback loops, exacerbating each other's impacts. The conversation shifts toward the impressive resilience and innovation of New Yorkers, with Michael sharing inspiring stories of community initiatives and discussing actionable steps for achieving a hunger-free city. By emphasizing justice and community-led efforts, he makes a compelling argument for redesigning systems to treat food as a human right.Key Takeaways:Invisible Struggles and Trade-offs: Food insecurity in NYC is marked by unseen sacrifices families make, such as skipping meals or traveling long distances for groceries.Wider Impacts of Insecurity: Beyond hunger, food insecurity erodes mental health, undermines community cohesion, and adds to chronic health issues.Systemic Roots of Inequity: Historical planning decisions and structural racism sustain access disparities, disconnecting many New Yorkers from abundant food supplies.Community Ingenuity: Local initiatives like community fridges and urban farms are innovative responses, exemplifying neighborly support and creativity in addressing food access.Path to Transformation: Achieving food security in NYC requires systemic justice, community empowerment, and policies that treat food as an intrinsic right.Notable Quotes:"The real face of food insecurity isn't just hunger; it's that stress, it's the limited choices." – Michael Hollis"A hunger free city isn't just one with more food, it's one with more justice." – Michael Hollis"Solutions don't just come from large systems or programs but from communities themselves." – Ashley Blaise"Food is not just a privilege, but a human right." – Michael HollisResources:Services for the UnderservedFriendly Fridge BX (Community Fridge Network)City Harvest (Rescuing Food For NYC) Rescuing Leftover Cuisine Hosted on Acast. See acast.com/privacy for more information.
This Break/Fix episode features Richard Holland, a leader at Nation Safe Drivers (NSD), discussing the company's innovative approaches and his personal journey in the automotive and roadside assistance industry. Through an engaging conversation with the host, Crew Chief Eric, Richard shares insights into NSD's services, including financial and insurance products, and its comprehensive nationwide roadside assistance network. He emphasizes NSD's technology-forward strategy, partnerships, and commitment to safety and customer care. Richard also highlights the company's proactive role in addressing the evolving needs of vehicle owners, especially with the rise of electric vehicles (EVs), and sheds light on how AI and other technologies could enhance future services. Anecdotes about customer experiences and the industry's future challenges and opportunities make this an informative and inspiring listen for automotive enthusiasts. ===== (Oo---x---oO) ===== 00:00 Meet Richard Holland: A Leader in Roadside Assistance 01:06 Richard's Early Automotive Passion 04:28 Nation Safe Drivers: Mission and Services 05:08 Risk Aversion and Recovery Services 06:30 Comparing Nation Safe Drivers to AAA 07:40 Finance and Insurance Products Explained 14:37 Roadside Assistance Evolution 16:52 Handling Roadside Assistance for EVs 18:57 Trailer Troubles: What to Do When You're Stranded 20:21 Nation Safe Driver's Commitment to Customer Service 22:16 Technology and Partnerships in Roadside Assistance 24:39 The Role of AI in Roadside Assistance 25:24 Customer Stories 28:19 How to Join Nation Safe Drivers 31:03 Preparing for the Future of Roadside Assistance 34:44 Final Thoughts and Farewell ==================== The Motoring Podcast Network : Years of racing, wrenching and Motorsports experience brings together a top notch collection of knowledge, stories and information. #everyonehasastory #gtmbreakfix - motoringpodcast.net More Information: Visit Our Website Become a VIP at: Patreon Online Magazine: Gran Touring Follow us on Social: Instagram
You can't reach a real person anymore and the actual services arent good! James Lott JR vents a lott!
In this episode of Mental Fitness Conversations, host Mundanara Bayles chats with Aaliyah Bula - a proud Tongan, Wiradjuri and Kamilaroi woman, athlete and community leader - about what mental fitness means to her. Aaliyah’s journey is one of strength, connection and cultural pride. Aaliyah has always balanced her passion for culture with her drive in sport. She’s played Open Women’s footy with the Redfern All Blacks and continues her rugby league journey with the Canterbury Bulldogs U19s Tarsha Gale squad. In 2025, she joined the Wests Tigers NRLW as a development player. Aaliyah’s insights remind us that mental fitness is about surrounding yourself with people who lift you up, staying proud of where you come from and trusting your own path. Whether you’re an athlete, a student or just navigating life’s ups and downs, this episode is a reminder that small actions - like leaning on your mates, practising gratitude and staying connected - can make a big difference to your mental wellbeing. Resources and linksFind out more about Gotcha4Life at www.gotcha4life.org and follow us on Instagram and Facebook @gotcha4life and on Instagram @blackmagicwomanpodcast. The Gotcha4Life Mental Fitness Gym App is free and available now. Download it today and start your first mental workout online. Follow Aaliyah on Instagram @aaliyahbula About the podcastHosted by award-winning Indigenous businesswoman and Gotcha4Life Board Member Mundanara Bayles, and produced in partnership with Black Magic Woman, Mental Fitness Conversations centres First Nations voices in powerful conversations about culture, connection and what truly sustains mental fitness. Content noteThis episode includes discussion of mental health challenges which may be confronting. Please practise self-care and reach out if you need support. Services available 24/7 include 13YARN on 13 92 76 and Lifeline on 13 11 14.See omnystudio.com/listener for privacy information.
Most families lose their stories within just two to three generations, but one founder is building a company designed to preserve legacies through high-ticket documentary storytelling. In this episode, he breaks down the business model, pricing, and production process behind creating Netflix-style life documentaries and reveals his plan to scale from 85K to 2.5M. Entrepreneurs, creators, and anyone interested in premium video services and legacy preservation will find powerful insights in this conversation.
In this episode Dr. K explains why modern feeds are not trying to entertain you, they are trying to keep you bored. He breaks down boredom as a dopamine craving and withdrawal state, how short form platforms train your brain into tolerance, and why normal activities stop feeling fun. Then he shows how to reverse it by allowing boredom so your receptors upregulate, your sensitivity returns, and everyday life becomes enjoyable again. He also covers the temporary spike in stored anxiety and low mood that can surface during this reset and how to handle it safely. Topics include: What boredom is in the brain, dopamine craving and withdrawal How feeds create tolerance and downregulate dopamine receptors Why multitasking with phone plus TV feels empty The paradox: more boredom today, less boredom tomorrow Receptor upregulation and regaining pleasure from simple activities Dopaminergic flexibility, enjoying a wider range of things again Expecting rebound emotions when you unplug and why they taper When to seek clinical support if symptoms persist HG Coaching : https://bit.ly/46bIkdo Dr. K's Guide to Mental Health: https://bit.ly/44z3Szt HG Memberships : https://bit.ly/3TNoMVf Products & Services : https://bit.ly/44kz7x0 HealthyGamer.GG: https://bit.ly/3ZOopgQ Learn more about your ad choices. Visit megaphone.fm/adchoices
The Union Station Homeless Services says its facing a turkey shortage ahead of Thanksgiving. A new park in South Gate has become a model for water conservation and green space in SoCal. A social club dedicated to appreciating local diners. Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.com Visit www.preppi.com/LAist to receive a FREE Preppi Emergency Kit (with any purchase over $100) and be prepared for the next wildfire, earthquake or emergency!Support the show: https://laist.com
Some partnerships in financial services begin with a handshake and end with a contract dispute. Others start with a Sunday morning LinkedIn message and evolve into something that transcends the typical vendor-client relationship. The collaboration between Cross River Bank and Best Egg falls firmly into the latter category. "When we first got into the business, we met several new companies, and some of them were like three guys in a garage," recalls Adam Goller, EVP and Head of Fintech Banking at Cross River. An impromptu conversation in 2013 between Best Egg's founder and Cross River's CEO would eventually grow into a partnership that has facilitated nearly $35 billion in loans and 2.5 million customers – reshaping the lives of people and communities who were previously underserved by traditional FIS and had limited access to credit. What began as basic loan origination has evolved into sophisticated closed-loop capital market solutions, including the development of Best Egg's "BEAST" securitization platform, which uses Cross River's CRB Securities to package assets for sale to institutional investors. The progression reflects Cross River's willingness and ability to help fintechs climb the rungs of product expansion as they grow: "We have so many use cases where a partner came to us for lending, and that ultimately expanded to a deposit product, a payment service, and a card product," Goller notes. Although partners that offer point solutions can help fintechs get started, they don't set them up for the future. The Cross River - Best Egg partnership shows how the right BaaS and bank partner helps fintechs move beyond the start up mindset with more sophisticated financial support as they mature. Listen to this conversation to learn about the blueprint fintechs should use to identify the right banking partners at the start and how Cross River can help fintechs look beyond isolated business cases and build long term product road maps, with the support of a large financial institution and the agility of a fintech.
The Habit-Based Coaching Framework Behind High-Ticket RenewalsEvery gym owner wants to change lives… But most are still stuck selling “workouts and nutrition plans” instead of the transformation clients truly pay for.In this episode, Scott Carpenter and Andy “Boy” Miller break down the real reason high-ticket programs work — and why clients happily pay $3K–$6K for a 9–12 week experience when it's structured the right way.This conversation pulls back the curtain on the Tiny Habits Method, identity-based coaching, and the systems behind mentorship programs that deliver real long-term change… not temporary motivation.
Nick Wood, speaking at the Kansas InterHab conference, discusses the role of InterHab as a statewide trade association supporting providers for people with intellectual and developmental disabilities (IDD). He emphasizes the benefits of collaboration, communication, and training among member organizations, as well as advocacy for policy improvements. Key challenges include workforce shortages, recruitment and retention of direct support professionals, and the need for person-centered approaches. Wood also explores the complexities of managed care in Kansas, highlighting its unique full-risk Medicaid model and the importance of integrating medical, behavioral, and long-term supports. He calls for better training, common language, and innovative solutions to address waiting lists and improve health equity for individuals with IDD.
Episode 177. Tina Scott from Platinum Notary Services based out of Texas will be joining me on this episode. If you want to connect with her, email tinascottmobilenotary@gmail.com.The following link will take you to our Podcast links, YouTube, social media, and email:https://linktr.ee/peaksigningSupporting our sponsors supports the podcast:Loan Signing System http://loansigningsystem.com/?afmc=3ewCRM: https://learn.loansigningsystem.com/masterclass-2025?am_id=derek51931-on-1 Notary Coaching: https://notarysuccesspath.com/coaching-program448866?am_id=derek820Complete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ewNotaryAct Ejournal https://register.notaryact.com/peaksignings/
What do Amish tech support, picking up girls at bars, and running illegal solar air conditioners have in common? They’re all part of Johnny Valentine’s wild journey into the solar business. On this electrifying episode of North Georgia Business Radio, host Phil Benelli sits down with Johnny Valentine, founder and CEO of Gain Solar […]
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Kyle Grieve discusses the incredible origin story of Home Depot and the visionary founders who built it from nothing. He explores how Bernie Marcus, Arthur Blank, and Ken Langone overcame countless setbacks to create a retail powerhouse. Kyle also shares timeless business lessons on leadership, culture, and competitive advantage that continue to define Home Depot's success today. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:06:13 - The setbacks that sparked Home Depot's creation after Bernie and Arthur were fired 00:09:35 - Why Ken Langone saw Bernie's firing as a billion-dollar opportunity in disguise 00:12:15 - How a handshake and a Cadillac nearly killed Home Depot's first funding deal 00:14:51 - The moment Bernie found his “dream store” was already built… by a competitor 00:19:07 - Why J.C. Penney's struggling subsidiary became the key to Home Depot's first stores 00:27:05 - How warehouse grit, not polish, became central to Home Depot's brand identity 00:27:59 - The creative $2 promotion that packed stores and put Home Depot on the map 00:31:06 - The critical lessons from Sears' fall that shaped Home Depot's management philosophy 00:35:43 - How Sam Walton's “everyday low prices” transformed Home Depot's margins forever 00:52:00 - Four timeless leadership and culture principles that still drive Home Depot's success Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy Built From Scratch here. Listen to TIP655: Nike: From Humble Beginnings to Global Domination here. Follow Kyle on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Kubera HardBlock Unchained Onramp Vanta Linkedin Talent Solutions Public.com Netsuite Shopify Abundant Mines Horizon Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O'Malley dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built around proprietary, often sole-source components installed across nearly every commercial and military aircraft in service, TransDigm monetizes decades of aftermarket demand through premium pricing and enviable margins. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:01:19 - What TransDigm does, and how was it founded 00:14:45 - What makes TransDigm's founders and philosophy so special 00:18:05 - How TransDigm uses debt to leverage returns 00:34:34 - Why TransDigm is basically a monopoly 00:49:41 - What TransDigm's M&A Playbook looks like 00:54:14 - Where future growth is coming from 01:16:15 - Whether TransDigm is fairly valued 01:20:06 - Whether Shawn & Daniel add TDG to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio. Howley Interview with William Thorndike at the 50x Podcast. Clay's Deep Dive into TransDigm Competitor Heico. Clay's Interview with Niklas Sävås about Serial Acquirers. TransDigm 2024 Analyst Day Webcast. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today's episode, Clay Finck breaks down his best quality stock idea for Q4 2025: Interactive Brokers. Interactive Brokers is a global online brokerage that gives investors access to markets around the world with industry-low costs in trading stocks, options, futures, currencies, and more. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:01 - Why Interactive Brokers could grow from 4 million to 20 million accounts over the next decade 00:14:48 - Thomas Peterffy's story of building IBKR after immigrating from Hungary 00:18:32 - Why its automation-first culture creates a moat that competitors can't easily match 00:32:38 - How IBKR earns industry-leading margins 01:00:39 - An overview of their valuation 01:05:20 - The key risks and long-term opportunities investors should monitor Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Collosus's article on Thomas Peterffy. Mentioned Episode TIP599: Top Stocks for 2024 w/ Jonathan Boyar. Related Episode TIP745: Best Quality Idea Q3 2025 w/ Clay Finck. Related Episode TIP722: Best Quality Idea Q2 2025 w/ Clay Finck & Kyle Grieve. Related Episode TIP698: Best Quality Idea Q1 2025 w/ Clay Finck & Kyle Grieve. Related Episode TIP675: Best Quality Idea Q4 2024 w/ Clay Finck & Kyle Grieve. Related Episode TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve. Follow Clay on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Kubera HardBlock Unchained Onramp Vanta Linkedin Talent Solutions Public.com Netsuite Shopify Abundant Mines Horizon Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm