Podcasts about starboard

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Best podcasts about starboard

Latest podcast episodes about starboard

WSJ Tech News Briefing
TNB Tech Minute: EU Tightens Screws on Apple and Google With Antitrust Actions

WSJ Tech News Briefing

Play Episode Listen Later Mar 19, 2025 3:08


Plus, Chinese tech company Tencent reports a near-doubling in profit, powered by its gaming business and AI investments. And activist investor Starboard is pushing for change at 3-D software designer Autodesk. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

#drinkport
Terroir & Merroir with The Lady Oyster

#drinkport

Play Episode Listen Later Mar 4, 2025 29:57


Virginia Shaffer is the owner and operator of Lady Oyster Tours & Tastings, a unique business venture on a mission to make Maine seafood experiential through intimate oyster tastings, sea farm tours, and coastal adventures.She's the first female guest on Starboard's #drinkport podcast and she's set the bar high. She's chock-full of business insight and advice for anyone thinking about quitting their full-time job to pursue their own venture. And she's brimming with passion for what she does. Pull up a seat and let's #drinkport with Virginia.Starboard is a Port wine for the American dinner party.Follow along as we uncork a conversation about Port wine, stateside. Onward we venture to a new Port.

Scaredycast
Serial Killers of the Sea LIVE from Evil Izzy's Haunted Emporium

Scaredycast

Play Episode Listen Later Mar 3, 2025 77:06


Live show from Evil Izzy's Haunted Emporium! We're talking about Port and Starboard those wacky pair of Orcas down in South Africa who are taking down Great Whites and body-guarding some whales. We also dip our toes into the Jack the Ripper identity news, and throw out some movie reviews! Check out our YouTube where you can now WATCH episodes of Scaredycast! And follow us on social! Become a PATRON to support the show and get spooky exclusive content! Original music by Mangy Bones Get your horror movie news, reviews, and thoughts at HorrorPress.com! True crime, haunted happenings, UFO sightings, horror movies, and cryptid creatures. All the spooky you can endure inside one little horror podcast. Get the thirst of your morbid curiosity quenched when you check out Scaredycast! Visit Scaredycast.com for updates on the show, live show event dates, merch, and more! Scaredycast is sponsored by: Horror Monger Collectibles! A brand new horror store located in Mesa, AZ. Check them out for year-round spooky goodies! HorrorMonger.com ValuSesh! Want to feel the vibes, but don't want to spend an arm and leg? Sesh For Less and use code SCAREDY at Checkout! ValuSesh.com Fright Rags! Get your favorite horror movie merch from the best in the business! Use code SCAREDY10 at Fright-Rags.com Better clarity and peace of mind. Add a little productivity to your day with some Magic Mind! MagicMind.com use code SCAREDYPOD20

The Generic Foiling Podcast
100 - The Centenary

The Generic Foiling Podcast

Play Episode Listen Later Feb 24, 2025 101:42


This is the second attempt at recording the 100th episode! The first attempt was a HUGE Q&A video that we're deciding what to do with at present. This episode has a lot of fun chat including:- What the bloody hell is going on at Gong HQ?- Foil scooting crowdfunding success!- Let airlines define the limit of our board designs.- Is an egg the best marketing and testing tool?- Are you a 'jumbo' rider? Starboard have the foil for you.- Will Starboard's funky board shapes secure them dw board market share?- Should all brands use the same mast/fuse and be interchangable?- What's Donald Trump been up to?- What are we excited about for 2025?

#drinkport
The Original U.S. Port Wine Pioneer

#drinkport

Play Episode Listen Later Feb 18, 2025 36:34


Bartholomew Broadbent is an icon in the wine world. He's the original Port wine pioneer in the United States who was responsible for making it mainstream nationally in the 1990s.He's the CEO and Founder of Broadbent Selections, a fine wine importer and distributor that also produces award-winning Madeira, Port, and Portuguese table wines along with other offerings.He's the ultimate Port wine advocate, and, he happens to live just 10 minutes from me. Join me for this can't-miss episode with a true Port wine legend.Starboard is a Port wine for the American dinner party.Follow along as we uncork a conversation about Port wine, stateside. Onward we venture to a new Port.

Pharma and BioTech Daily
Pharma and Biotech Daily: Neurocrine's New Depression Drug, Novavax CEO Update, and More Industry News

Pharma and BioTech Daily

Play Episode Listen Later Jan 29, 2025 0:59


Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma and Biotech world. Neurocrine has secured sole rights to a potentially first-in-class depression drug called Osavampator from Takeda. Little information has been released about the drug since its promising phase II performance last spring. Meanwhile, Novavax CEO John Jacobs discusses the company's progress after layoffs, pipeline reorganizations, FDA delays, and clinical holds. Additionally, Versant Ventures has launched a new obesity startup called Helicore with a focus on improving weight loss quality. Atai has reported positive data for psychedelic therapy in alcohol use disorder, following FDA approval of J&J's esketamine nasal spray for treatment-resistant depression. Other news includes AstraZeneca and Daiichi Sankyo expanding their ADC collaboration, Metsera seeking a $289 million IPO, Pfizer receiving a breather from Starboard's assault, and more updates in the biotech industry.

#drinkport
Getting 'Schooled' in Port

#drinkport

Play Episode Listen Later Jan 28, 2025 26:07


I head to London (virtually) to chat with ‘Port Geek' Adam Odor, a wine educator and U.K. ambassador for Symington Family Estates' School of Port initiative. School of Port is an educational platform that runs bespoke workshops for wine trade professionals and is an incredible resource for all-things Port wine. I like to think of it as the official Port authority. Join me for a conversation over Port with Adam as we chat about his background, his work with School of Port, and more. Starboard is a Port wine for the American dinner party. Follow along as we uncork a conversation about Port wine, stateside. Onward we venture to a new Port.

WSJ Tech News Briefing
TNB Tech Minute: Starboard Value Takes Stake in Bitcoin-Mining Company

WSJ Tech News Briefing

Play Episode Listen Later Dec 12, 2024 3:15


Plus, Australia plans tech-platform charge to shore up local news media. And YouTube raises the price for its TV streaming service. Belle Lin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Neo2soul Less Chat More Music
Episode 51: Neo2soul Playlist The Vibes 57 (Female Takeover Pt 55)

Neo2soul Less Chat More Music

Play Episode Listen Later Dec 10, 2024 180:00


The Vibes Female Takeover EP/ALBUMS tracks from 2024Our goal is to bridge the gap between the mainstream & indie artists. Our main aim is to focus on edgy neosoul & jazzy/soul/rnb female artists/groups.*NOTE (This list is not based on Charts or Streams just on what NEO2SOUL discovered)The podcast mix show is syndicated onWVRO (USA) Mon/Wed/Fri 6 pm UK (weekly)WHTL 95.2 FM (USA) Mon - Fri 9:30 am UK (weekly)Golddust Radio (UK) Sun 2 pm UK (Monthly)Pulse Int'l Radio (USA) Thur & Sat 4pm (weekly) RadioFM (Worldwide) 24hrs*aya - aries moon [Slow Burn]Lordus - M.I.C  [y am i like this]S!MONE - Circles (say my name) [Magnet] Kahndes - Big Boss [Soul Woman] Dajah Dorn - 90's FINE [Having My Way]Chastity & VALO Artists - Caught Up [Love Song] Siaira Shawn - Racing Home [Ephemera]K.ZIA & Sedric Perry - NO PLACE [TWIN FLAME] Nana Fofie - Silly Things [Love Deeply...]Shiv - long route home [the defiance of a sadgirl] Qendresa - Whatever You Like [Londra]Ella Mai - One Of These [3] BeMyFiasco ft Phonte - Festival [Pretty Little Love]Jayla Darden - Hesitated [MOMENTUM]Eva Gadd & Blue Lab Beats - I Don't Talk [I Don't Talk]LOTYS - Don't Be Late [SWOON] SALOMEA - Disneyland '97 [Good Life] Jessica Jolia & Yaaahn Hunter - Mink Coat [The Life]LANAI - Lock Screen Love [11.12] Mayah Flaw - Bloom [The Given Flower] Shanuka - How does it feel? [A Safe Return Back]Jae Via - Colors of Hue [Perception] Taylor Deneen - Fade Away [taylormade, Vol. 1] Paeka - Sunday Morning [I Dreamt Of This] RIMON - Back N Forth [Children Of The Night] Kim Petite - FALLIN' - The Diaries of KimberlyM'Lynn - Midnight Confessions [Midnight Confessions] Ego Ella May - Winter Sun [FIELDNOTES : COMPLETE] BINA. - Precious [Chaos Is Her Name]Nefertitti Avani, Misha, & Evil Needle - Medication [Odyssey] Jamerra - NINETEEN [A LITTLE LATE]Alice Auer ft James Berkeley & edbl- Unaware [Sure]Isabelle Eberdean - All I Need [Freewheeling]Ayeesha E ft KG - Hustler's Paradise [Emotional Rhetoric]Amaria - Over [Free Fallin'] Ho1 ft Tea - Slow [Love, Eredita] Emma Bale - lips like wine [333] Silly Silky - Is it far? [Début]pisceze - full clip [last laugh]SAYGRACE - Stay Down [New Age] Mia Pearl ft jay2dee - BLIND [Doxology] Zenesoul - Done [Is it fun for you?]Eric Tucker, Jade Idalia & Su ivey - By Your Side [November Son]SAFA - Drive Slow [The Prelude] CD ft PANIA - Catcha Grip [BLUE VIOLET]shania sabrina - 133 SIMONE [A YEAR IN THE LIFE]Luna Mae - On My Way [On My Way]Kristie Killick - Jungle [Jungle] Shanara - Rise And Shine [Lonely Lovergirl]Joiisol - Good Intentions [Future Bubblers 8.0] Petter Blom ft Juskaite - Want You [Unboxed] Maiken Kroken - Falling In Love With You Again [Ocean]Raquel Rodriguez ft Amber Navran - Scorpion [Housewife] Catie Waters - Bullet In The Butterfly [Reasons To Stay]Emile Londonien ft CHERISE - Easy [Inwards]Alexis Norman ft Brayla - Safe Here [Sweet Exchange] Zyanna - Godspeed [Dance of the Dragonfly] thandiwe - Anger Issues [Beloved EP] MsKvii - G2G [P.M.S]August Wahh - Gangsters Need To Cry Too [Sol Speak]Somalia - Spin The Block [A Soft Place To Land] K Soul & Starboard ft Taliifah - Oh Boy! [Motions] Nápoles - Trouble Man [Silk City]

Venture Everywhere
Freight Forward Thinking: Sumeet Trehan with Hugh Dixson

Venture Everywhere

Play Episode Listen Later Dec 3, 2024 27:27


Episode 55 of Venture Everywhere is hosted by Hugh Dixson, founder and CEO of Switchboard, a platform that allows businesses to easily integrate and exchange data with any supply chain system. He chats with Sumeet Trehan, co-founder and CEO of Starboard, a virtual infrastructure company specializing in global trade. Sumeet shares insights on how Starboard leverages cutting-edge AI and ML to streamline complex operations, optimize routing, enhance transparency, and reduce costs. Hugh and Sumeet also discuss how companies like Switchboard and Starboard are revolutionizing the logistics industry with AI and advanced technologies.In this episode, you will hear:Starboard aims to cut freight forwarders' workloads by up to 70% with AI bots.Challenges in digitizing an industry reliant on outdated systems and manual processes.Starboard's vision as a centralized hub for global trade. How small and mid-sized players can leverage technology to compete with larger players.Parallels between supply chain modernization and the fintech boom.Why smaller players are adopting innovative solutions faster.Learn more about Sumeet Trehan | StarboardLinkedIn: https://www.linkedin.com/in/sumeettrehan1/Website: https://www.starboard.biz/Learn more about Hugh Dixson | SwitchboardLinkedIn: https://www.linkedin.com/in/hughdixson/Website: https://www.switchboardcloud.com/

#drinkport
The Thanksgiving Special

#drinkport

Play Episode Listen Later Nov 26, 2024 31:37


In the spirit of Thanksgiving and bringing those we love together, I invited my husband Pete to guest host this holiday episode. And I flipped the script — he brought the questions and there weren't any that were off the table. I still edited it. Starboard is a Port wine for the American dinner party. Follow along as we uncork a conversation about Port wine, stateside. Onward we venture to a new Port.

Tuned to Yesterday
11/16/24 11pm Tuned to Yesterday

Tuned to Yesterday

Play Episode Listen Later Nov 17, 2024 52:00


Adventure: Strange Wills “Treasure to Starboard” 1/10/47 Syndicated, Suspense “The Star of Thessaly” 11/24/57 CBS.

Biotech Clubhouse
Episode 116

Biotech Clubhouse

Play Episode Listen Later Oct 30, 2024 59:50


On this week's episode of Biotech Hangout, hosts Chris Garabedian, Bruce Booth, Josh Schimmer, Eric Schmidt and Sam Fazeli start the show on the topic of M&A and ponder “where are the deals?” as they consider potential reasons such as the U.S. election, too few assets or too few buyers. The conversation turns to the venture funding environment with a preview of the third quarter venture funding numbers. On the theme of stock price reactions, the group digs into why Sarepta's has dropped despite its gene therapy now fully approved and discusses Soleno's stock jump on the news from regulators to not hold an advisory meeting over its new drug application. In other news, the group highlights another China deal, this time between AstraZeneca and CSPS Pharma for a pre-clinical novel lipid-lowering therapy. The hosts also discuss the move by Lily to go after the compounding pharmacies, GSK agrees to settle Zantac lawsuits and the latest on Pfizer and Starboard which leads to a broader discussion on activism in biopharma. Regarding data, the hosts cover GSK's RSV data, Scholar Rock's spinal muscular atrophy data, among other topics. *This episode aired on October 11, 2024.

Biotech Clubhouse
Episode 118

Biotech Clubhouse

Play Episode Listen Later Oct 30, 2024 61:28


On this episode of Biotech Hangout, hosts Chris Garabedian, Daphne Zohar, Josh Schimmer, Tim Opler, Paul Matteis and special guest Allison DeAngelis kick off the show with a look at the renewed interest and recent funding in the neuropsychiatric disease space, including Seaport Therapeutics' $225 million Series B financing. This progresses into a comparison of diversified versus focused pipelines as Roivant CEO Matt Gline joins the stage as an impromptu guest to share his perspective on the benefits and challenges of the hub-and-spoke model. The group also discusses recent biotech market performance and how the statistics show that biotech is actually having a really good year. Turning to data, the hosts cover Alto Neurosciences' Phase 2 results and discuss the idea of precision psych and the use of biomarkers in clinical trials. The group also discusses Vertex's Phase 2 pain data and how Intellia's positive Phase 2 data in hereditary angioedema moved the stock in the surprisingly wrong direction. Other topics discussed include Sangamo's accelerated path for its Fabry gene therapy, Starboard takes on Pfizer, Alkermes and Roche earnings highlights, and more. *This episode aired on October 25, 2024.

The Cosmic Salon
Come wander with Michael Wann and I

The Cosmic Salon

Play Episode Listen Later Oct 26, 2024 136:26


Here is a lovely conversation with the always effervescent Michael Wann. We wonder, we ponder, and we weave ideas that make the realm of the mystical world around us ever fascinating. In this climate of heated and heavy interactions take a break with us into the woo-lands of the mind. All things Mr. Wann: Comments, Starboard inquiries and more:  contact at mkwann@comcast.net Youtube/susquehannaalchemy (video content) Instagram/susquehannaalchemy General Information:  linktr.ee/susquehannaalchemy Sus Alc Affiliates:  linktr.ee/susalcmall River and Stars Information:  linktr.ee/riverandstars *Recorded on June 11th 2024 Niish, Instagram @thecosmicsalon369 and ⁠⁠⁠⁠⁠⁠⁠⁠www.thecosmicsalon.com⁠⁠⁠⁠⁠⁠⁠⁠ Tips are most welcome: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.buymeacoffee.com/niish369⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ I want to thank the producers of this show: Meredith Walako (Scheduling, bookings, and social media manager). Lalita Karoli. Jorge. Jennifer (the) Bruce. Susan Jenkins. Rod Knight. LynnRadius. Kerry Hoyal. Denyse Bissel. Sarah Etta. Susan Miller. Lizz Radican. Claire Cathcart. Mia Belle. Steven Mercer. Pamela Holdahl. Jake Vanek. WiseNightOwl. Marcey Shapiro. Noël Jeanette. Melanie Poe. Jason Lambson. Neil Macnaughton. Erik Peterson. Mark Boettcher. Kate Kukulkan. Laura Dunn. Lady Babs (moderator of the live-sessions in the speakeasy). Everlong, Niish- --- Support this podcast: https://podcasters.spotify.com/pod/show/niish/support

The Prof G Show with Scott Galloway
Pfizer's Activist Investor Drama, How Your Social Media Can Impact Your Career, and Scott's Guide to London

The Prof G Show with Scott Galloway

Play Episode Listen Later Oct 23, 2024 16:49


Scott discusses Pfizer's battle with Starboard, specifically why he's hopeful that Pfizer's stock will recover. He then gives advice to those early in their career on how to be thoughtful and err on the side of caution when it comes to social media. He wraps up with his tips to a listener who is traveling to London soon.  Music: https://www.davidcuttermusic.com / @dcuttermusic Subscribe to No Mercy / No Malice Buy "The Algebra of Wealth," out now. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices

Behind the Money with the Financial Times
An activist tried to take on Pfizer. Then things got messy

Behind the Money with the Financial Times

Play Episode Listen Later Oct 23, 2024 20:37


Activist investors tend to rely on an element of surprise to catch their target company off guard: quietly building up a stake and swooping in with a slide deck full of strategic changes at just the right moment. That's not what happened at the beginning of a recent campaign led by the hedge fund Starboard Value against pharmaceutical giant Pfizer. The FT's Oliver Barnes, US pharmaceutical and biotech correspondent, and Maria Heeter, US deals correspondent, examine what went awry and what happens next. Clips from CBS, ABC, CNBC, NBC - - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:Starboard plotted a campaign against Pfizer's chief. Then a blank email dropped in his inboxWhy Pfizer sorely needs the activist treatment Starboard-Pfizer battle strains Guggenheim's relationship with drugmaker- - - - - - - - - - - - - - - - - - - - - - - - - - On X, follow Oliver Barnes (@mroliverbarnes), Maria Heeter (@HeeterMaria) and Michela Tindera (@mtindera07), or follow Michela on LinkedIn for updates about the show and more. - - - - - - - - - - - - - - - - - - - - - - - - - - Attend the FT Global Banking Summit, December 3 and 4 in London: Enter BTM20 for a 20% discount (applicable on all ticket types), register here. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Pharma and BioTech Daily
Pharma and Biotech Daily: Roche Drops Alzheimer's Treatment, Starboard Targets Kenvue, and More Industry Updates

Pharma and BioTech Daily

Play Episode Listen Later Oct 23, 2024 0:58


Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma and Biotech world. Roche has ended its collaboration with UCB on Alzheimer's treatments, marking the third candidate dropped by Roche this year. Meanwhile, activist investor Starboard has set its sights on Kenvue, a division of J&J, following its $1 billion stake in Pfizer. In other news, the FDA has rejected Camurus' treatment for a rare hormonal disorder due to manufacturing issues, while Lilly is ramping up legal action against tirzepatide copycats. Trilink Biotechnologies has introduced custom sets of mRNA for screening studies, offering flexibility and expedited discovery work. Additionally, the FDA has approved Astellas' first-in-class gastric cancer treatment. Pfizer has also announced layoffs in Kansas, and Nucleus, a radiopharma-focused CDMO, is expanding with new plants. These developments reflect the dynamic landscape of the pharmaceutical industry.

Squawk on the Street
SOTS 2nd Hour: An Earnings Blitz, Big Tech Goes Nuclear and A Deep Dive On Activist Investing 10/22/24

Squawk on the Street

Play Episode Listen Later Oct 22, 2024 42:36


Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as the street gets report cards out of key names like General Motors, GE Aerospace, Verizon, 3M and more. Also in focus: Nike's NBA deal, why Starboard's Jeff Smith is taking on Pfizer, and Big Tech's growing bets on nuclear energy. Squawk on the Street Disclaimer

Squawk on the Street
Earnings Parade, Activism Spotlight: Exclusive With Starboard Value CEO Jeff Smith 10/22/24

Squawk on the Street

Play Episode Listen Later Oct 22, 2024 49:17


Carl Quintanilla, Jim Cramer and David Faber explored market reaction to a slew of earnings reports, including results from Verizon, 3M, GE Aerospace and General Motors.In a CNBC Exclusive, David interviewed Starboard Value CEO Jeff Smith at the 13D Monitor Active-Passive Investor Summit. They discussed the activist investor's push for changes at Pfizer and Kenvue. With Election Day just two weeks away, The anchors reacted to what legendary investor Paul Tudor Jones andBlackRock CEO Larry Fink are saying about the race for the White House. Also in focus: Apple-Nvidia market cap battle. Squawk on the Street Disclaimer

#drinkport
Do Americans Drink Port?

#drinkport

Play Episode Listen Later Oct 22, 2024 27:10


Are Matt Wagner and I the only two Americans drinking Port wine? In this episode of #drinkport, I catch up with him to learn more about his popular #TawnyTuesday series where he reviews a bottle of tawny Port live on Instagram each week.   We chat about being ‘newbies' to Port and brainstorm ways to get Americans more excited about trying this unique fortified wine.   And you won't want to miss who he would invite to a dinner party…  Starboard is a Port wine for the American dinner party. Follow along as we uncork a conversation about Port wine, stateside. Onward we venture to a new Port.

WSJ Minute Briefing
Musk Offers $1 Million Daily Prize for Signing Petition

WSJ Minute Briefing

Play Episode Listen Later Oct 21, 2024 2:46


Plus: Boeing and its machinists union reach a deal, now its members must vote on it. And, activist investor Starboard targets Tylenol maker Kenvue. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Investing Podcast
Starboard Value Goes Activist on Kenvue | October 21, 2024 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Oct 21, 2024 18:56


Andrew, Ben, and Tom discuss this weekend's college football games, Starboard Value taking a stake in Kenvue, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

NewsWare‘s Trade Talk
NewsWare's Trade Talk: Monday, October 21

NewsWare‘s Trade Talk

Play Episode Listen Later Oct 21, 2024 16:08


S&P Futures are moving lower this morning as the market prepares for a host of earnings announcements this week. China's PBOC lowered two of its short-term lending rates this morning. Shares of Boeing are higher this morning as a deal to end the months-long strike is said to have been reached. Merger talks between Humana and Cigna are said to have restarted. Starboard appears to have taken a stake in KVUE. Tuesday morning earnings announcements are schedule for GE, GM, MMM, MCO, LMT, RTX, TXN, & VZ. In Europe, markets are lower with banks and insurance stocks moving lower. Oil prices are higher by more the +1.50% this morning.

Business Pants
FRIDAY WRAP: Pfizer's Yale backer, Boeing's intransigence, and Hindenburg's Roblox hellscape

Business Pants

Play Episode Listen Later Oct 11, 2024 59:43


IntroductionLIVE from your ESG olive grove, it's a Business Pants Friday Show here at October 11th Studios, featuring all your favorites: AnalystHole Matt Moscardi. On today's weekly wrap up: shenanigans at Pfizer, the potential end of the Google search monopoly, and bumbling Boeing.Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.Story of the Week (DR):Pfizer threatened to sue renegade executives prior to activist schism, Starboard's Smith saysStarboard plotted a campaign against Pfizer's chief. Then a blank email dropped in his inboxThe Boeing strike has no end in sightBoeing files unfair labor practice charge against striking unionBoeing Would Be Biggest-Ever US ‘Fallen Angel' If Cut to Junk Feds slap TD Bank with $3.1 billion in fines for money laundering of fentanyl trafficking and terrorist financing“The vast majority of financial institutions have partnered with [Financial Crimes Enforcement Network] FinCEN to protect the integrity of the U.S. financial system. TD Bank did the opposite. From fentanyl and narcotics trafficking, to terrorist financing and human trafficking, TD Bank's chronic failures provided fertile ground for a host of illicit activity to penetrate our financial system.”approximately $18.3 trillion of transaction activity from Jan. 1, 2018, to April 12, 2024 went unmonitoredBombshell report claims Roblox is ‘pedophile hellscape' MMHindenburg Research accused the company of overinflating its user metrics and fostering an unsafe environment for underage usersGoodliest of the Week (MM/DR):DR: AI startup Writer, currently fundraising at a $1.9 billion valuation, launches new model to compete with OpenAI: female CEODR: The CEO of disgraced crypto firm FTX actually announced his prison stint on LinkedInRyan Salame, the former co-CEO of FTX Digital Markets: “I'm happy to share that I'm starting a new position as Inmate at FCI Cumberland!”MM: DOJ proposes breakup and other big changes to end Google search monopolySharing search data with rivalsRestricting distribution agreements with browsersPossible breakup of company/productsMM: Woman slightly winning the week MM DR‘You're a girl?' The duo taking on the male-dominated plastering world10% of construction employees are women, 4% of on site employeesWomen's health startup Maven Clinic closes funding at $1.7 billion valuationCorporate DEI may be under attack, but S&P 500 companies with diverse boards perform betterWomen in Asia are slowly starting to break through historic barriers to the top of the corporate worldAssholiest of the Week (MM):Why are you even here?Here are the facts that activist critics of Pfizer CEO Albert Bourla are missing, according to a Yale analysisPresentation conveniently…Shows a stock performance chart from 2023-today including Astrazenca and Abbvie to illustrate the pharma winners are just GLP-1 makers (Lilly/Novo) vs. everyone elseAdds Pfizer to the chart, changes the date from Jan 1 2024 to today, and REMOVES Astrazenca and Abbvie - ostensibly to show Pfizer is “in line” - except when you put Astrazeneca and Abbvie BACK in the chart, Pfizer is the second worst performer and Astrazenca/Abbvie are having solid yearsShows a PE ratio showing the whole industry is depressed - again ignores Astrazenca and Abbvie which would show Pfizer as the second worst company, not “in line”Refers constantly to their “objective take” - after Yale awarded Bourla the Legend of Leadership award just two years into his role as Pfizer CEO? “But we have no conflicts of interest that get in the way of offering our independent, objective analysis and calling it as we see it.”Spends a tremendous amount of time talking about how Pfizer has been punished for acquisitions before only for them to work out… but the examples aren't of Bourla in defense of Bourla, they're from 2002 prior to his even working at the firm in any real capacityBoard: “But the Pfizer board—one of the most qualified boards in America with stars such as Coca-Cola CEO James Quincey, State Street CEO Cyrus Taraporevala, and former Food and Drug Administration commissioner Scott Gottlieb…”Quincey has a 0.064 controversies batting average, Gottlieb is batting 0.119 for TSR and 0.269 for earnings, and Cyrus Taraporevala was “elected” in July 2024 - he hasn't made a single decision, his background was in finance and asset management with a background in accounting... super useful for a board with FOUR OTHER DIRECTORS with finance backgrounds (⅓ of the board)Board is highly interconnected, obviously, with 33 active paths between current board membersHas Sonnefeld ever taken a position WITH an activist? He's backed so far…Yale Legend in Leadership award winners include Jim McNerney and David SternAlan Shaw (fired for undisclosed relationship)Dave Calhoun (retired with bags of money while Boeing is in the middle of strike and planes that don't function)BoeingBoeing halts talks, withdraws pay offer to union as strike drags onBoeing offered a 30% pay increase, union wants at least 40%Calhoun got a 45% increase of summary pay YoY, plus a $42m golden parachute for jumping out of the burning plane he builtSummary pay was $32.8m in 2023, compensation actually paid was $44.4m - so he actually got a raise from comp actually paid in 2022 of $15.2m (summary was $22.6m) to $44.4m - he got a 290% raise in take home pay YoY)Why? He tanked the stock by crashing planes and mismanaging the company, gets options that he cashes out with the first announcement the company delivered a functional planeHe generated -11.8bn, -4.2bn, -4.9bn, -2.2bn in net income from 2020-2024 for which he made $13.8m, $12.6m, $9.6m, and $41.8mOrtberg got…$21m summary pay in 2025 - a 35% decrease from Calhoun's summary pay in 2023, a tacit admittance that the company is shit… but the board is in Calhoun's pocketA cash payment of $1.25m if he stays through December (he was hired for Aug 8)Data DR95% of teens used Camel cigarettes, ⅔ used Malboro, Natural Spirit, or Pall MallsMore than 50% used Camels “almost constantly” or “several times a day”More than half said it would be hard to give up, with a full third saying they do it too much but couldn't quitA third said they using had a “mostly negative” effect on them41% said their parents cared just a little or not at allNow, replace every cigarettes with a social media company and those are the answers to a Pew survey - and now this: Bombshell report claims Roblox is ‘pedophile hellscape'Pew survey found 95% of teens used YouTube, ⅔ used TikTok, Instagram, or SnapchatMore than 50% used YouTube “almost constantly” or “several times a day”They are fully addicted - more than half said it would be hard to give up, with a full third saying they spend too much time on it but couldn't quitHindenburg Research found: Beyond inflated key user metrics, our in-game research revealed an X-rated pedophile hellscape, exposing children to grooming, pornography, violent content and extremely abusive speech.Core to the problem is that Roblox's social media features allow pedophiles to efficiently target hundreds of children, with no up-front screening to prevent them from joining the platform.Following years of scandals, we performed our own checks to see if the platform had cleaned up its act. As a test, we attempted to set up an account under the name ‘Jeffrey Epstein'…only to see the name was taken, along with 900+ variations.Many were Jeffrey Epstein fan accounts, including “JeffEpsteinSupporter” which had earned multiple badges for spending time in kid's games. Other Jeff Epstein accounts had the usernames “@igruum_minors” [I groom minors], and “@RavpeTinyK1dsJE” [rape tiny kids].We attempted to set up a Roblox account under the name of another notorious pedophile to see if Roblox had any up-front pedophile screening: Earl Brian Bradley was indicted on 471 charges of molesting, raping and exploiting 103 children. The username was taken, along with multiple variants like earlbrianbradley69.Despite the company's mission “to connect a billion users with optimism and civility”, we found games such as “Beat Up Homeless Outside 7/11 Simulator”, which had 1 million visits and 15,000 favorites before being removed from Roblox.Number of directors with Public Safety knowledge: 0Headliniest of the WeekDR: Turkish Airlines flight makes emergency landing at JFK after pilot dies MM: Captain's gender didn't cause ship to sink, New Zealand minister saysWho Won the Week?DR: Swiss bosses: Swiss workers must clock out for bathroom breaks, court rulesMM: Ozempic! McDonald's and Krispy Kreme are giving away free donuts - bring in a McDonald's receipt on Oct 14th to Krispy Kreme and you get a free donut after your McD's!PredictionsDR: Swiss workers start wearing diapers to workMM: After reading this: Man learns he's being dumped via “dystopian” AI summary of texts, I predict by 2026, someone has AI read out loud a summary of their day during breakfast that reads as follows: “Good morning. Here's what you missed: your mother has liver failure and is in the hospital, but says you shouldn't visit because you are a horrible child. Also, your bank account has been hacked after you visited a pornographic website and searched for kick me in the nuts sex. Your doctor would also like you to know you do have a micropenis, and that you can expect more test results about your foot fungus later this afternoon. Your 2pm appointment labeled Exploring Divorce has been canceled. The weather today is sunny with a high of 63. Alexa AI suggests purchasing the following to brighten your day: Will Smith's Hitch on VHS or DVD for 17.99 and Archie McPhee Yodeling Pickle: A Musical Toy, Fun for All Ages, Great Gift, Hours of Mindless Entertainment, Multi-colored on sale for 12.60 with prime one day delivery.”

Pharma and BioTech Daily
Weekly Roundup: Latest Updates in Pharma and Biotech World

Pharma and BioTech Daily

Play Episode Listen Later Oct 10, 2024 3:15


Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma e Biotech world.This week's commercialization news includes updates on Zepbound supply, Enjaymo's new home, and expanding access to HIV drugs. Medicare has tweaked rules for drug price talks, while GSK reports that its RSV vaccine protects against disease over three seasons. GSK's Viiv plans to expand the supply of HIV drugs in Africa, and Sanofi's rare disease drug finds a new home at Recordati. Other news includes a protein prediction winning the Chemistry Nobel and Alnylam submitting an important drug application. Trends suggest that biosimilars may make a mark in 2025, with incentives favoring them in the Medicare market. Protein prediction wins the Chemistry Nobel Prize, Alnylam submits a crucial drug application, Lilly partners with AI specialist Insitro to develop metabolic medicines, and Purespring raises $105 million for gene therapy for kidney disease. AI startup Basecamp allies with The Broad Institute to create 'programmable' genetic medicines. Additionally, Lilly appoints Mount Sinai scientist Thomas Fuchs as its first Chief AI Officer to lead AI initiatives in drug discovery and clinical trials. Other news includes J&J closing a cancer study, Alnylam seeking approval for a potential blockbuster drug, and Propharma receiving a regulatory and compliance award at CPhI.The Supreme Court declined to review a Texas abortion case related to emergency care, a blow to the Biden administration's efforts. A survey found that nearly 70% of healthcare organizations affected by cyberattacks experienced disruptions in patient care. Steward Health Care is auctioning off assets, including closing Norwood Hospital in Massachusetts. Baxter reported no structural damage at their North Carolina site affected by Hurricane Helene. The payer-provider relationship in healthcare is becoming more complex with consolidation and value-based care, leading to tensions over reimbursement and access.Kezar's lupus trial has been put on hold after four patient deaths, making it a potential buyout target. Investor Kevin Tang is interested in acquisition. Big pharma is also investing in cell and gene therapies, with companies like Lilly and Sanofi making moves in the industry. The Genscript Biotech Global Forum 2025 is coming up on January 15, offering a platform to discuss innovations and challenges in gene and cell therapy. Additionally, Lilly's obesity clinical program faces challenges, while Stealth's ultrarare disease candidate may not meet approval standards.Eli Lilly's obesity program is highlighted as a key factor in the company's dominance in the industry, with CEO David Ricks confident in their position. Wuxi Biologics faces uncertainty in the U.S. after setbacks, while big pharma companies show growing interest in cell and gene therapy. Five radiopharma biotechs are identified as potential buyout targets, and Trilink Biotechnologies introduces custom sets of mRNA for screening studies. Other news includes increased investment in cell and gene therapy, activist investor Starboard's stake in Pfizer, and Merck's success with Keytruda in head and neck cancer. AstraZeneca puts $2 billion towards heart disease drugs, Sanofi offloads a rare autoimmune drug, and AbbVie trims earnings guidance.

DH Unplugged
DHUnplugged #722: Who Cares?

DH Unplugged

Play Episode Listen Later Oct 9, 2024 62:11


Does anyone care about the data? Does the Data Matta? Port Strike ENDED - for now Hurricane Milton - Strong Cat5 going to hit West Coast of Florida... Employment Report Update PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? Reminder: Intel CTP is open! Warm-Up - Does anyone care about the data?Does the Data Matta? - Port Strike ENDED - for now - Hurricane Milton - Strong Cat5 going to hit West Coast of Florida... - Employment Report Markets -Headwinds, Wars, Higher Rates, Higher Fuel Costs - Who Cares? - Hurricane Impact - Oil on the move - Yields moving higher - Robotaxi Day! Want to Bet? - A federal appeals court on Wednesday refused to block a lower-court ruling allowing Americans to bet on the outcome of the 2024 congressional elections. - This will be BIG - and a difficult thing to handicap - Plenty of ways to eventually get into the betting craze 0 from sportsbooks to investors with binary style investments. - Thoughts? Hurricane Milton - Nasty Storm hitting the Gulf Area - Generac stock flying - up 8% Monday and 50% YTD - Stock is down from $500 to $170 (from peak in 2021) - Crude oil rallying - combination of Hurricane Milton and Middle East conflict -- Follow-Up: Crude Dropping as HurcMilt not going to disrupt Gulf Oil All Over - Strike OVER! - Tentative deal and back to work....after first strike since 1977 - Under the tentative new agreement, workers will earn a 61.5% raise over six years. That means the highest paid workers would make $63 per hour in the final year of the contract — up from $39. - NO AUTOMATION - The union argues that technological advances could threaten the existence and value of union jobs, a concern that has persisted to varying degrees since the Industrial Revolution first introduced machines into the manufacturing space. Budget Deficit - No One Cares - The federal budget deficit was $1.8 trillion in fiscal year 2024, the Congressional Budget Office estimates. - The estimated deficit for 2024 was $139 billion more than the shortfall recorded during fiscal year 2023. - Revenues increased by an estimated $479 billion (or 11 percent). - Revenues in all major categories, but notably individual income taxes, were greater than they were in fiscal year 2023. - Outlays rose by an estimated $617 billion (or 10 percent). - The largest increase in outlays was for education ($308 billion). - Net outlays for interest on the public debt rose by $240 billion to total $950 billion. Pfizer - Starboard Value has amassed a roughly $1 billion stake in drugmaker Pfizer, according to people familiar with the matter. - Starboard believes that Pfizer's current leadership under CEO Albert Bourla has stepped away from its historically disciplined cost structure and investment in novel drugs, said the people, who requested anonymity to discuss confidential information freely. - The stock is trading about 30% lower than it did in 2019. Seriously? - Two Democratic lawmakers are demanding that some of the biggest food and beverage companies stop engaging in “shrinkflation” — the practice of reducing product sizes while charging prices that are the same or higher. - In pointed letters, Sen. Elizabeth Warren of Massachusetts and Rep. Madeleine Dean of Pennsylvania accused General Mills, Coca-Cola and PepsiCo of engaging in a “pattern of profiteering” through shrinkflation and by “dodging taxes.” Employment Report - Nonfarm payrolls increase by 254,000 in September - Unemployment rate falls to 4.1% from 4.2% - Average hourly earnings rise 0.4%; up 4.0% year-on-year - Average workweek slips to 34.2 hours from 34.3 hours - Yields Rocking higher - above 4% now..

FT News Briefing
Strikes threaten Boeing's bottom line

FT News Briefing

Play Episode Listen Later Oct 8, 2024 11:19


Big bank bosses join a growing list of prominent financiers expected to skip COP29 next month, and Spain proposes a new mechanism to help harmonise the EU's capital and credit markets. Plus, activist investor Starboard Value has built a $1bn position in struggling drugmaker Pfizer, and tens of thousands of striking machinists are threatening Boeing's recovery. Mentioned in this podcast:“You only go to the party if everyone is going”: finance bosses shun COP29 Spain to propose mini-coalitions to break EU capital markets stalemateActivist investor Starboard builds $1bn stake in drugmaker Pfizer ‘They're just mad': Boeing strikers prepare for long haulThe FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

european union spain acast strikes pfizer boeing bottom line threaten starboard cheryl brumley breen turner metaphor music fiona symon
NewsWare‘s Trade Talk
NewsWare's Trade Talk: Monday, October 7

NewsWare‘s Trade Talk

Play Episode Listen Later Oct 7, 2024 14:55


S&P Futures are indicating a big move lower this morning. Markets are weakening due to rising bond yields and concerns on geopolitical tensions in the Middle East. CPI data for Sept to be released on Thursday. Apollo is buying the Barnes Group for 47.50 a share. Starboard has taken a position in PFE valued at $1B. Key events this week include TSLA robotaxi announcement, GM's Analysts meeting, and AI events for AMD and HPE. Earnings season gets underway this week. In Europe, markets are mixed this morning. Oil prices are displaying another strong leg higher in the pre-market.

WALL STREET COLADA
Octubre 7: "Rivian Busca Rescate Federal, Starboard Agita Pfizer y BP Redefine su Futuro: Las Noticias Corporativas de la Semana

WALL STREET COLADA

Play Episode Listen Later Oct 7, 2024 5:42


**NOTICIAS ECONÓMICAS Y FINANCIERAS** ☕️ Este fin de semana, Rivian Automotive ($RIVN) solicitó un préstamo federal para respaldar la construcción de una nueva planta de vehículos eléctricos en Georgia, luego de una pausa en el proyecto debido a dificultades financieras. Se espera que la planta esté operativa para el tercer trimestre de 2027 y comience su producción completa en 2028, según Bloomberg News. El Departamento de Energía (DoE) afirmó que financiar el proyecto ayudaría a Rivian a llevar 400,000 vehículos eléctricos al mercado, lo que reduciría las emisiones nacionales de contaminantes y gases de efecto invernadero. El monto del préstamo no fue revelado y el DoE aún no ha decidido si lo concederá. El inversor activista Starboard Value ha adquirido una participación de aproximadamente $1B en Pfizer ($PFE) y está presionando para que la empresa realice cambios estratégicos. Según un informe del Wall Street Journal, Starboard ha contactado a dos exejecutivos de Pfizer, Ian Read y Frank D'Amelio, quienes han mostrado interés en apoyar la campaña activista. Aunque aún no se conocen los detalles específicos de las interacciones entre Starboard y Pfizer, la compañía tiene una capitalización de mercado de $162 Billones, y sus acciones han caído un 14% en el último año. Pfizer presentará sus resultados del tercer trimestre el 29 de octubre. $BP ha decidido reducir su enfoque en la transición energética y abandonará su ambicioso objetivo de reducir la producción de petróleo y gas en un 40% para 2030, según fuentes citadas por Reuters. En lugar de disminuir, BP planea aumentar su producción y está invirtiendo en nuevos proyectos en Irak, Kuwait y el Golfo de México, además de evaluar adquisiciones en la cuenca del Pérmico. Esta decisión representa un giro importante en su estrategia, priorizando la rentabilidad ante las crecientes preocupaciones por los altos costos en proyectos de energía limpia. Otros gigantes del sector, como Shell, también han seguido un camino similar, reduciendo inversiones en energías renovables. Rio Tinto ($RIO) ha iniciado conversaciones con la minera de litio Arcadium Lithium ($ALTM) sobre una posible adquisición, según anunciaron ambas empresas el lunes. Aunque emitieron comunicados por separado, no se revelaron detalles adicionales, y ambas aclararon que "no hay certeza de que se llegue a un acuerdo o que la transacción avance". Arcadium, por su parte, reafirmó su compromiso de seguir ejecutando su visión estratégica de crecimiento significativo. Según Reuters, las conversaciones valoran a Arcadium entre $4 - $6 Billones. Albemarle ($ALB) ha anunciado una nueva estructura operativa, pasando de sus dos unidades comerciales globales principales —Energy Storage y Specialties— a un modelo funcional totalmente integrado. Este cambio busca aumentar la agilidad, generar importantes ahorros de costos y mantener la competitividad a largo plazo. A pesar de la reestructuración, la empresa seguirá informando resultados en sus tres segmentos operativos existentes: Energy Storage, Specialties y Ketjen. A partir del 1 de noviembre, Netha Johnson, presidente de la división Specialties, será la nueva directora de operaciones, y Eric Norris, presidente de Energy Storage, asumirá el rol de director comercial, ambos reportando al CEO Kent Masters. El cofundador de $REGN advierte sobre los daños de los medicamentos para bajar de peso. Resultados del informe de empleo: Fuerte mercado laboral, la Fed se prepara para un recorte de 25 puntos básicos. Rocket Lab USA ($RKLB) ha sido seleccionado por la NASA para completar un estudio para recuperar muestras de roca de la superficie marciana y llevarlas a la Tierra por primera vez.

#drinkport
Port Wine in the Metaverse?

#drinkport

Play Episode Listen Later Sep 30, 2024 25:20


In this episode, I catch up with Ruud Scholten, who lives just outside of Amsterdam. He's a serial entrepreneur and founder of an exciting online Port platform that's designed to be the ultimate resource for Port wine enthusiasts. He's also the author of “The Portologist” featuring Port wine cocktail recipes. We chat about parenthood, virtual reality, the perception of Port wine (is it really a drink favored among housewives in the Netherlands?), and more. Starboard is a Port wine for the American dinner party. Follow along as we uncork a conversation about Port wine, stateside. Onward we venture to a new Port.

The Song of Urania
Episode 46: The Stars from Starboard

The Song of Urania

Play Episode Listen Later Sep 28, 2024 62:48


The most important application of astronomy in Polynesian societies was oceanic navigation. Polynesian navigators regularly traversed from one small island to another across hundreds of miles of open sea. To accomplish these feats of seafaring, they relied on an intimate knowledge of the night sky.

Talking with the wounded
Wish I wasn't there...but I loved it.

Talking with the wounded

Play Episode Listen Later Sep 25, 2024 50:43


Former Royal Marine, then RAF Search & Rescue Paramedic, Chris Bradshaw QGM, tells us what its like to be in the MERT (Medical Emergency Rescue Team) on Chinooks in Afghanistan and his life now at the end of the wire.  As part of the medical team onboard a Chinook sent in to pick up the wounded, be they Military, Afghans and occasionally the enemy, Chris talks us through what happens when the wounded make it to the tailgate.  But, as he says.." The real life saving stuff happens with the person next to you on the ground when the injury occurs, they are the real heroes." An extraordinary journey, and the life on the wire continues.  If you want to meet him - just fall off a mountain in the Lake District and he will probably be the the guy flown in to save you.    His chosen charity is "Turn to Starboard" www.turntostarboard.co.uk A charity that helps serving and retired Armed Forces personnel, and their families, re-adjust after operational tours through the power of sailing.    

The Enginerdy Show
EPISODE 605: Aft Starboard Demolarization

The Enginerdy Show

Play Episode Listen Later Sep 14, 2024


This week we talk about the life and exploits of famous Panama Canal engineer John Frank Stephens. Consumption: Mr. Pold - A Quiet Place: Day One, Resident Alien season 2, 3 Body Problem St. Jimmy - Devil in Ohio, The Skeptics' Guide to the Universe D'Viddy - Resident Alien season 2, Rebel Moon, The Brothers Sun, Preacher, Alita: Battle Angel, The Hobbit, Dungeons & Dragons Honor Among Thieves, Blitz, The Martian, Blood Rites , Sisu, Apache Warrior, How It Really Happened Music Provided By: Greg Gibbs / Most Guitars Are Made of Trees I Am Not Lefthanded / Boats (Swept Away) Tony Castles / Heart in the Pipes

Stock Pickers
#252 Por que os CRIADORES da 3R estão investindo na VENEZUELA?

Stock Pickers

Play Episode Listen Later Aug 8, 2024 107:09


Essa semana o Stock Pickers recebe Paulo Thiago, sócio da Starboard, uma das gestoras de private equity mais respeitadas e visadas do Brasil. Paulo é um dos maiores especialistas de petróleo e gás no Brasil, foi um dos responsáveis pela formação da 3R Petroleum como conhecemos hoje - aliás, relação essa que vem de família: ele é filho de Paulo Mendonça, conhecido como “Mr.Oil”, que deixou a descoberta pré-sal como seu legado.Apresentação: Lucas Collazo e Henrique EsteterDireção e edição: Nando LimaRedes sociais: Olavo Granado

WSJ Minute Briefing
Internal Disney Data Leaked After Hack

WSJ Minute Briefing

Play Episode Listen Later Jul 16, 2024 3:02


Plus: Elon Musk has said he plans to commit around $45 million a month to a new super PAC backing former President Donald Trump's presidential run. And, activist hedge fund Starboard builds a big stake in Tinder parent Match. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

NewsWare‘s Trade Talk
NewsWare's Trade Talk: Tuesday, July 16

NewsWare‘s Trade Talk

Play Episode Listen Later Jul 16, 2024 17:48


 S&P Futures are cautiously higher this morning as markets continue to price in a September rate cut from the Fed. This morning, before the opening bell the Retail Sales data is to be released. Starboard has built a position in Match Group. Also seeing earnings beats from BAC, PNC & UNH in the pre market. In Europe, markets are lower with weakness in auto luxury and retail stocks. Underperformance in Chinese stocks. ECB announcement scheduled for Thursday. Oil prices are falling this morning as Chinese demand continues to weigh on markets, Stockpiles data will be monitored closely.

WALL STREET COLADA
Junio 21: El Banco de Inglaterra mantiene los tipos estables, el próximo paso puede ser un recorte. Starboard pierde esfuerzo para bloquear el voto de los accionistas de Autodesk.

WALL STREET COLADA

Play Episode Listen Later Jun 21, 2024 5:08


Noticias Económicas y Financieras Se han desarrollado dinámicas interesantes en el mercado inmobiliario desde que la Reserva Federal comenzó a aumentar las tasas de interés para contrarrestar la inflación. Algunas de estas tendencias incluso se remontan al inicio de la pandemia de coronavirus, cuando el banco central bajó las tasas a cero, al mismo tiempo que la gente buscaba más espacio y cambios en el estilo de vida. Los efectos resultantes han generado un entorno cada vez más caro para la vivienda y el alquiler, e incluso han desencadenado una crisis de asequibilidad en muchos mercados. Los militantes hutíes amenazan con intensificar los ataques a barcos en el Mar Rojo, lo que provocará mayores costos de seguros y alimentará los llamados a expandir sus fuerzas. El último ataque con aviones no tripulados ha hundido un buque carbonero de propiedad griega, convirtiéndolo en el segundo barco confirmado que se hunde en la vía fluvial. Si bien el precio del seguro de los barcos que navegan por el Mar Rojo ha aumentado, sigue siendo inferior al pico alcanzado a principios de este año, cuando los hutíes intensificaron sus ataques. Vasileios Gryparis, jefe de la misión de la UE en el Mar Rojo, dice ahora que es necesario duplicar la fuerza naval encargada de proteger los barcos en la zona. El fundador de SoftBank (OTCPK:SFTBY), Masayoshi Son, lamenta haber vendido acciones de Nvidia $NVDA hace cinco años, antes de que el gigante de los chips se subiera a la ola de la IA para convertirse brevemente en la empresa más valiosa del mundo. Vision Fund de SoftBank vendió toda su participación del 4.9% en Nvidia a principios de 2019, registrando un rendimiento de $3.3B sobre una participación inicial de $700M. "Tuve que vender las acciones entre lágrimas", dijo Son en la reunión de accionistas del gigante inversor japonés, añadiendo que "el pez que se escapó era grande". Si Vision Fund mantuviera su participación, habría valido alrededor de $160B a los precios actuales. Canadá está planeando nuevos impuestos a las importaciones de vehículos eléctricos chinos, en línea con las últimas acciones tomadas por Estados Unidos y la UE. Si bien aún no se ha tomado una decisión final, se espera que el gobierno canadiense anuncié pronto consultas públicas sobre las posibles medidas. El primer ministro Trudeau ha estado bajo presión para seguir el ejemplo de la administración Biden, que cuadruplicó los aranceles sobre los vehículos eléctricos chinos, pero está actuando con cautela en medio de la amenaza de represalias por parte de Beijing. El Análisis Económico y Financiero de ING señala que China es el mayor productor de vehículos eléctricos y domina las cadenas de suministro globales de materias primas necesarias para las baterías de vehículos eléctricos. El Banco de Inglaterra mantiene los tipos estables, el próximo paso puede ser un recorte. Starboard pierde esfuerzo para bloquear el voto de los accionistas de Autodesk $ADSK. El Plan Maestro de Tesla puede influir en la victoria de China en la carrera de vehículos eléctricos asequibles.

Whale Tales Podcast
Episode 069-Port and Starboard

Whale Tales Podcast

Play Episode Listen Later Jun 19, 2024 12:10


Happy Orca Action Month! We are celebrating all month long on the Whale Tales Podcast with four special episodes each highlighting a specific Orca (or OrcaS) from around the world with a truly terrific tale. This week we are talking the notorious Port and Starboard! Show Notes: –Confirmation of the occurrence of a second killer […]

NewsWare‘s Trade Talk
NewsWare's Trade Talk: Monday, June 17

NewsWare‘s Trade Talk

Play Episode Listen Later Jun 17, 2024 13:02


S&P Futures are showing signs of weakness as economic data out of China was mixed and a rally in European stocks is fading. There are a host of Central Bank meeting this week and tomorrow. Tuesdays Retail Sales report will be the key data point for this week. This afternoon we have earnings reports due out from LZB & LEN. Shares of Autodesk are higher as Starboard is said to have taken a position in the company. In Europe, markets are given back the strong open bell gains and are not mixed to higher. Oil prices are tick lower on economic reports from China.

SUPfm
The Chilling Truth: Understanding Cold Shock and Water Safety in SUP - With Professor Mike Tipton (Reissue)

SUPfm

Play Episode Listen Later Apr 1, 2024 56:15


This episode (recorded in 2021) is another chance to hear our comprehensive discussion with Professor Mike Tipton, a renowned expert in human and applied physiology at the Extreme Environments Laboratory at the University of Portsmouth. This episode aims to raise awareness of cold water as a significant but often overlooked risk, offering valuable information on how to minimize dangers and enjoy water sports safely, particularly over the first early months of the peak paddle season.Known for his extensive research on cold water effects on the human body, Professor Tipton's work informs survival and rescue training for first responders and safety campaigns worldwide. The conversation delves into the dangers of cold water shock, the physiological responses to cold water immersion, strategies for acclimatization, and practical safety advice for stand-up paddleboarders and other water sports enthusiasts. Additionally, Tipton shares insights into his collaborations with life-saving organizations, the importance of cold water safety education, and his role in founding the International Drowning Researchers Alliance. LINKSSUPfm Online Safety Course : Now £37 ONLY £10University of Portsmouth Research Portal RNLI - Float to Live Keep up with the SUPfm Podcast:on YouTube : @SUPfmPodcaston Facebook: @SUPfmPodcast on Instagram: @supfmpodcast AND subscribe to our newsletter here and get your FREE guide to the apps we recommend, to live your best SUP lifeBuild the lifetime knowledge you need to keep safe on the waterOur comprehensive online SUP Safety Course gives you the knowledge you need, to keep safe on the water and ALL FOR LESS than the price of an hours on-water tuition (£37) It's available here at https://supfm.thinkific.com/See you on the water! Mentioned in this episode:Starboard - Season SponsorStarboard's success since 1994 is built on its mission to provide innovation and quality. Starboard offer the most varied range of paddles and boards in the market and a comprehensive global dealer network, with SUP experts ready to help you get up and riding in no time. Check out the vast range of products and SUP knowledge on their websiteStarboard WebsiteHutch SUP Wear - 20% Off Everything OfferThe original quality SUP Wear brand, Hutch SUP Wear is ten years old, and in honour of this milestone is offering 20% off across all products on it's website with code HUTCH20Hutch SUP Wear : 20% Off Everything

Scientificast
Orche che cantano ai batteriofagi

Scientificast

Play Episode Listen Later Apr 1, 2024 54:52


La prima storia per questa puntata 506 è più adatta ad Halloween che a Pasqua, e ci porta nei mari del Sudafrica, dove le orche Port e Starboard hanno ideato una tecnica di caccia particolare contro gli squali, che sta letteralmente modificando l'equilibrio ecologico dell'area. Trovate più informazioni qui e qui, oltre a un video un po' crudo qui (un bel po' crudo, non dite che non eravate stati avvisati).Valeria intervista Enea Maffei, post-doc dell'ETH di Zurigo, che era già stato nostro ospite (qui) per introdurci al mondo dei virus dei batteri, i batteriofagi. Questa volta Enea ci parla di Paride, che è un batteriofago, e dei batteri dormienti. Enea ci spiega i risultati della loro ricerca, recentemente pubblicata su Nature Communications, in cui questo batteriofago è in grado di dare la sveglia ai batteri e renderli più sensibili all'azione di alcuni antibiotici.Andrea infine si ricorda di essere vecchio e trova consolazione in un articolo che mostra come sia peggiorataaaah la musica negli ultimi decenni: in realtà è un interessante spunto per capire come non sia solo l'evoluzione del gusto, ma anche della tecnologia a influenzare l'evoluzione delle caratteristiche delle canzoni che hanno più successo. Comunque nella top 500 dei migliori album della storia stilata da Rolling Stones, vincono a mani basse gli anni Settanta, seguiti dai Novanta...Diventa un supporter di questo podcast: https://www.spreaker.com/podcast/scientificast--1762253/support.

#drinkport
Who's Obsessed with Port Wine? (Part II)

#drinkport

Play Episode Listen Later Mar 27, 2024 17:39


In this second part of my conversation with Port wine subject matter expert and writer Roy Hersh, I caught up with him to learn more about his lifelong passion for Port wine, if he thinks it has the potential to go mainstream in the United States, and other musings on this lesser known wine. Catch up on the first part of our conversation here. Starboard is a Port wine for the American dinner party. Follow along as we uncork a conversation about Port wine, stateside. Onward we venture to a new Port.

Knewz
Don't Mess with Port and Starboard: Orcas So Tough that Great White Sharks Are in Hiding

Knewz

Play Episode Listen Later Mar 4, 2024 3:06


They might not qualify as a "gang." But two sea creatures reportedly are rolling up a deadly score along the coast of Africa.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

SUPfm
SUP Review of the Year : Pt 2 - Paddling Perseverance, and Planet Patrol

SUPfm

Play Episode Listen Later Dec 22, 2023 46:17


In the second part of our packed review of the year, we 've got you another selection of top guests and contributors to showcase the highlights of the last 12 months. For a richer experience and for additional footage, watch this episode on YouTube here, and PLEASE don't forget to subscribe!In this episode co-presented with Sarah Thornely of SUPJunkie.UK we reflect on the Yukon 1000, with snippets from Craig Sawyer, one half of Team Shac Yukon who completed this year's race.We reflect on the ICF World Championships in Thailand chatting with UK SUP legend and double gold winner, Marie Buchanan.We also catch up with Lizzie Carr MBE from Planet Patrol as we look back on Race for Rivers.Finally we chat with innovative race director Greg Wingo as we celebrate an awesome conclusion to this year's Last Paddler Standing.Keep up with SUPfm: Subscribe on YouTube HEREon Facebook: @SUPfmPodcast on Instagram: @supfmpodcast AND subscribe to our newsletter here and get your FREE guide to the apps we recommend, to live your best SUP lifeBuild the lifetime knowledge you need to keep safe on the waterOur comprehensive online SUP Safety Course gives you the knowledge you need, to keep safe on the water and ALL FOR LESS than the price of an hours on-water tuition (£37) It's available here at https://supfm.thinkific.com/See you on the water! Mentioned in this episode:Starboard - Season SponsorStarboard's success since 1994 is built on its mission to provide innovation and quality. Starboard offer the most varied range of paddles and boards in the market and a comprehensive global dealer network, with SUP experts ready to help you get up and riding in no time. Check out the vast range of products and SUP knowledge on their websiteStarboard Website

Murder in HR
All Hands

Murder in HR

Play Episode Listen Later Oct 31, 2023 23:40


With Jemma's life on the line, StarBoard puts their differences aside to confront the Captain. Season finale."And what fate befalls mutineers?"---Murder in HR.Presented by Gympass.Starring Kate Mara and Brett Gelman.A  Caspian Studios Production----Looking for a killer corporate wellness solution? Meet Gympass. Join more than 10,000 companies who already offer the most thrilling network of gyms, studios, classes, personal trainers, and wellness apps – all in one employee benefit. Cultivating a happy, healthy work environment should never be a mystery. Find out how you can bring Gympass to your company at Gympass.com.

Murder in HR
Lifeboat

Murder in HR

Play Episode Listen Later Oct 24, 2023 16:57


StarBoard splits up to find Nicholas. Jemma decides it's time for a fresh start.“A ship in the harbor is safe, but that is not what ships are built for.”---Murder in HR.Presented by Gympass.Starring Kate Mara and Brett Gelman.A  Caspian Studios Production----Looking for a killer corporate wellness solution? Meet Gympass. Join more than 10,000 companies who already offer the most thrilling network of gyms, studios, classes, personal trainers, and wellness apps – all in one employee benefit. Cultivating a happy, healthy work environment should never be a mystery. Find out how you can bring Gympass to your company at Gympass.com.

Murder in HR
Team Building Exercises

Murder in HR

Play Episode Listen Later Oct 17, 2023 14:53


Jemma confronts her prime suspect -- and the toxic behavior of StarBoard.“Until you have the courage to lose sight of the shore, you will not know the terror of being forever lost at sea.”---Murder in HR.Presented by Gympass.Starring Kate Mara and Brett Gelman.A  Caspian Studios Production----Looking for a killer corporate wellness solution? Meet Gympass. Join more than 10,000 companies who already offer the most thrilling network of gyms, studios, classes, personal trainers, and wellness apps – all in one employee benefit. Cultivating a happy, healthy work environment should never be a mystery. Find out how you can bring Gympass to your company at Gympass.com.

Squawk on the Street
BofA and Goldman Sachs Beat, Retail Sales Surge, Chips Slump, Starboard's Jeff Smith on News Corp. 10/17/23

Squawk on the Street

Play Episode Listen Later Oct 17, 2023 44:05


David Faber, Sara Eisen and Mike Santoli explored what to make of Q3 earnings beats from Bank of America and Goldman Sachs. The anchors discussed stocks falling and yields rising after September retail sales data more than doubled expectations.Nvidia and other semiconductor stocks also under pressure, after the Biden Administration announced it is tightening curbs on AI chip exports to China. At the 13D Monitor Active-Passive Investor Summit, David interviewed Starboard Value CEO Jeff Smith about the hedge fund's call for News Corp to unlock shareholder value via spinoffs. Also in focus: President Biden set to visit Israelamid its war with Hamas.

Murder in HR
Double-Booked

Murder in HR

Play Episode Listen Later Sep 5, 2023 31:53


Jemma begins her investigation of StarBoard by going straight to the top: Gregory and Trish.“Smooth seas do not make skillful sailors.”----Murder in HR.Presented by Gympass.Starring Kate Mara and Brett Gelman.A  Caspian Studios Production----Looking for a killer corporate wellness solution? Meet Gympass. Join more than 10,000 companies who already offer the most thrilling network of gyms, studios, classes, personal trainers, and wellness apps – all in one employee benefit. Cultivating a happy, healthy work environment should never be a mystery. Find out how you can bring Gympass to your company at Gympass.com.