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Legacy Housing (Ticker: LEGH) designs and sells manufactured homes, with high demand in the current housing market, but also faces supply chain and regulatory challenges in a competitive industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of Phillip's work? Check out their Twitter here: https://twitter.com/WealthOrDie?s=20 Contact us: chitchatmoneypodcast@gmail.com Timestamps Legacy Housing | (3:35) Housing Prices | (17:15) Why is it Discounted? | (28:21) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Spark Networks (Ticker: LOV) is a publicly traded company that operates several online dating platforms, experiencing strong revenue growth amid the pandemic, but facing competition and risks associated with user data privacy and security. At the end of the month, we will publish an Arch Capital episode that will cover the company: Match Group. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Spark Networks. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:18) Industry | (14:07) Management & Ownership | (17:54) Balance Sheet | (23:38) Earnings | (29:36) Valuation | (34:11) Our Analysis | (36:06) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ Interested in more Content like this Episode: https://podcasters.spotify.com/pod/show/the-smattering https://www.youtube.com/@TheSmatteringShow https://twitter.com/marketmusician https://twitter.com/TheSmattering ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Arhaus is a private home furnishings retailer that offers a range of high-quality and sustainably sourced furniture, decor, and accessories for homes and offices, and is known for its commitment to craftsmanship, design, and ethical sourcing in the competitive furniture market. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of Stanger Capital's work? Check out their Twitter here: https://twitter.com/StrangerCapital?s=20 Contact us: chitchatmoneypodcast@gmail.com Timestamps Arhaus | (2:53) Growth | (15:59) Consumer Spending | (21:43) Private Equity Ownership | (31:40) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Devin Anderson, CEO and co-founder of Convexitas, stops by The Business Brew to discuss his firm's approach to risk management via options strategies. In short, Convexitas seeks to exploit structural options mispricing resulting from market participant's biases. What does that mean in plain English? Well, there are people that sell financial yield strategies that involve selling puts and selling covered calls. If enough of the market does that there is a chance the front month option pricing is not high enough. In that case, Convexitas might consider purchasing some of those options. Why is Devin worth listening to? Before Convexitas, he was at Deutsche Bank for 15 years where he most recently was Managing Director and Head of Solutions in the Americas leading the structuring and sales teams which designed and distributed the risk premia, retail structured product, and the fund derivative businesses. His Deutsche Bank experience also includes covering institutional clients for listed options and OTC derivatives. Prior to the financial services industry, Devin had a previous career in technology where he held both engineering and sales roles at two early stage internet service & datacenter hosting providers, and former search engine Lycos. He holds a Bachelor of Finance from the University of Pittsburgh and an MBA from Carnegie Mellon, where he also guest lectures on options and option market micro-structure. In short, the guy is smart and you can learn something. Enjoy the episode. Hope you enjoyed this show note! This episode is sponsored by Stratosphere.io. Stratosphere.io is a web based terminal that has financial data, KPIs, links to filings, hedge fund letters, etc. A key differentiator is Stratosphere.io's segment data and KPIs, which are triple checked for accuracy. Stratosphere saves users time, enables easy comparisons between companies, and offers company specific metrics such as subscriber counts, numbers of locations, etc. Head over to Stratosphere.io for a free trial. Should you want to sign up for a paid offering please use the promo code BREW for 15% off. Thank you to the team at thepodcastconsultant.com for producing the show. Detailed Show Notes - 2:00 - Devin's background 6:25 - Convexitas is a very risk focused firm 12:00 - The decision to reduce risk vs. manage risk 15:15 - What Convexitas is very good at 19:40 - Why an options thesis should start with the behavioral biases of the options market 24:50 - An options position should be better than a resized cash position 27:30 - If at any time short options strategies are changing your lifestyle then you should probably do less of it 35:00 - What about options counterparty risk? 37:30 - A discussion of one day options and why they exist (hint: they are a great business for market makers) 41:50 - How was Convexitas started? 45:10 - Does AI help Convexitas and/or is it a risk? 53:00 - It's not actually the risk, but how you manage to the risk 57:40 - The difference between financial products and investment products 1:01:25 - Performance under pressure and mindfulness
Grindr Inc. (GRND) operates the popular dating app for LGBTQ+ individuals, and has experienced a surge in user engagement amid the pandemic, but the company faces stiff competition and growing concerns over data privacy and security in a highly competitive and crowded market. At the end of the month, we will publish an Arch Capital episode that will cover the company: Match Group. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Grindr. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:00) Industry | (12:40) Management & Ownership | (15:58) Earnings | (20:51) Balance Sheet | (24:46) Valuation | (27:50) Our Analysis | (28:55) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Science, space, and gaming journalist and StarTrek.com contributor Swapna Krishna helps Paul and Tawny answer one very important question about the sky above: ‘What's all goin' on up there?' They talk through the latest news in space and interstellar travel; including NASA's plans for 2023 and beyond, the future of space tourism, and more. Finally, Swapna recommends our hosts watch two of her favourite DS9 episodes and we learn why those Kira/Damar scenes leave her wanting more every time. Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Batnick, author of The Irrelevant Investor blog (https://theirrelevantinvestor.com/) and Big Mistakes: The Best Investors and Their Worst Investments (https://www.amazon.com/Big-Mistakes-Investors-Investments-Bloomberg/dp/1119366550) and Co Host of The Compound and Friends (https://podcasts.apple.com/us/podcast/the-compound-and-friends/id1456467014 for Apple and https://open.spotify.com/show/5VKsKPZUtwVylxslLie36k on Spotify) stops by The Business Brew for a quick chat. In this episode Bill and Michael discuss Michael's book, his early days breaking into finance, his early investing style, and how he looks at the world now. They also touch on some personal chit chat at the end. Please note this episode was recorded before Bill's episode with Tom Gayner. Bill talks about Tom searching for ideas on the 52 Week High list. That part of the conversation is somewhat inaccurate and you should listen to Tom's episode for clarification. This episode is sponsored by Stratosphere.io. Stratosphere.io is a web based terminal that has financial data, KPIs, links to filings, hedge fund letters, etc. A key differentiator is Stratosphere.io's segment data and KPIs, which are triple checked for accuracy. Stratosphere saves users time, enables easy comparisons between companies, and offers company specific metrics such as subscriber counts, numbers of locations, etc.Head over to Stratosphere.io for a free trial. Should you want to sign up for a paid offering please use the promo code BREW for 15% off. Detailed Show Notes 4:50 - Mark Twain as an investor 7:00 Mike's background and building an online presence 13:00 - How Mike got through a bad first job 18:00 - Dealing with emotions while investing 19:00 - How Future Proof started 21:00 - How Mike approaches The Compound and Friends 24:30 - Helping Clients 28:00 - Why people should consider buying stocks that have gone up 35:00 - Stock chit chat 37:00 - Writing Big Mistakes
Silicon Valley Bank was the 2nd largest bank to collapse in US history. The largest bank to do so since the Great Financial Crisis. This entire episode is decade to what caused its collapse, the consequences and what may be coming in years down the line. Symbols of stocks discussed: SIVB, RY.TO, TD.TO, BMO.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
In this episode, we'll be diving into the current stock market earnings season and other topics Erik Mokoya has been reading about for The Transcript. Listen as Brett and Ryan ask questions for Erik to answer. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Subscribe to The Transcript: https://thetranscript.substack.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Earnings Season | (2:58) Supply Chain | (5:07) Layoffs | (14:55) Semiconductors | (33:38) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Dan Zwirn, CEO and CIO of Arena Investors, stops by The Business Brew to discuss his investing strategy. Arena Investors, LP is a registered investment advisor that originates investments (generally below $50 million) with borrowers and other counterparties who need access to financing and are otherwise not able to access conventional sources. They have complete mandate flexibility across industry, product, and geography. In Dan's words, "The real beauty of our approach, to me, is that there's no ceiling on the creativity we can use to shape alignment for our clients, our partners and ourselves. If someone needs capital and there's any way to do it that makes sense for all parties, we will find that way." Bill enjoyed this conversation very much and hopes you will as well. Arena's Website: https://www.arenaco.com Dan's Investor Letter: https://www.arenaco.com/wp-content/uploads/2023/03/Arena_Investors_Letter_YE_2022.pdf Dan's Official Bio: https://www.arenaco.com/team/daniel-zwirn/ This episode is sponsored by Stratosphere.io. Stratosphere.io is a web based terminal that has financial data, KPIs, links to filings, hedge fund letters, etc. A key differentiator is Stratosphere.io's segment data and KPIs, which are triple checked for accuracy. Stratosphere saves users time, enables easy comparisons between companies, and offers company specific metrics such as subscriber counts, numbers of locations, etc.Head over to Stratosphere.io for a free trial. Should you want to sign up for a paid offering please use the promo code BREW for 15% off. Detailed Show Notes What Arena does - 3:30 How big money invests at times - 6:30 Process oriented vs. security selection - 9:30 Financial Products vs. Investment Products - 13:10 Why Arena has invested in servicing - 19:30 The incentives to not see what is going on - 22:10 Where are we in a credit/business/fiscal cycle - 25:00 How Arena thinks about opportunity - 32:30 How Arena thinks about LTVs - 39:05 "We are at a casino and there has never been more gamblers" - 44:00 Are defaults bad? - 48:00 Does diversification solve all problems? 52:30 A CLO discussion - 56:50 What is going on with the job market - 1:03:30
With most companies having reported earnings and providing guidance for 2023, we look at how it stacks up by sector and historically. We then discuss how people would approach investing if they only had a total of 20 companies they could invest in during their lifetime. We finish the episode by answering a great listener question! Symbols of stocks discussed: CSU.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
Bumble Inc. (Ticker: BMBL) is a popular online dating company with a focus on promoting safe and equitable interactions, empowering women, and driving innovation in the competitive dating market. At the end of the month, we will publish an Arch Capital episode that will cover the company: Match Group. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Bumble. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:24) Industry | (17:15) Management & Ownership | (22:21) Earnings | (27:51) Balance Sheet | (31:20) Valuation | (34:15) Our Analysis | (35:25) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Guest: Dr. Marta Cortesão Star Trek: Discovery introduced us to the mycelial network, a subspace superhighway that astromycologist Paul Stamets learns to navigate using a piece of technology called the spore drive. On this episode of Strange New Worlds, Mike speaks to real-life astromycologist Dr. Marta Cortesão about the wonderful world of fungi: their mycorrhizal networks, their ability to survive in space, and how they may be vital partners on long-duration space missions. The Virtual Trek Con version of this podcast: https://www.youtube.com/watch?v=pFkeQy5Jj1c&ab_channel=VirtualTrekCon Marta's book chapter "Fungal Biotechnology in Space: Why and How?": https://link.springer.com/chapter/10.1007/978-3-030-29541-7_18 Marta's paper "Aspergillus niger Spores Are Highly Resistant to Space Radiation": https://www.frontiersin.org/articles/10.3389/fmicb.2020.00560/full Marta's paper "Colony growth and biofilm formation of Aspergillus niger under simulated microgravity": https://www.frontiersin.org/articles/10.3389/fmicb.2022.975763/full Marta's paper "MARSBOx: Fungal and Bacterial Endurance From a Balloon-Flown Analog Mission in the Stratosphere": https://www.frontiersin.org/articles/10.3389/fmicb.2021.601713/full Follow us on Twitter! Strange New Worlds: https://twitter.com/scienceoftrek Mike: https://twitter.com/miquai Marta: https://twitter.com/martacortesao
In this episode, Braden starts by talking about the different types of luck based on a piece from the investing firm Andreessen Horowitz. We then answer a few listener questions including one on Analyst ratings and why they tend to be overly positive. Symbols of stocks discussed: GOOG, DKNG, INTC, AQN.TO, CVNA, TTP.TO, ZCN.TO, Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Tracklist:Special Episode - Monkey Buzinezz pres. Trance Unity Rave 2023 @ Ste-Catherine Hall - Promo Set for Hell RoomNo tracklist availablehttp://www.djkarlkotik.comhttp://www.facebook.com/djkarlkotikhttp://www.twitter.com/djkarlkotikhttp://www.instagram.com/djkarlkotikhttps://www.twitch.tv/djkarlkotikhttp://www.beatport.com/artist/karl-k-otik/391150http://open.spotify.com/artist/4jwXCjiQc0J48jxpIBnnt1http://www.shazam.com/artist/44209296/karl-k-otikhttp://www.soundcloud.com/djkarlkotikSubscribe for free on Apple/iTunes podcasts: http://ow.ly/FX6L30n1T31Subscribe for free on Google Music podcasts: http://ow.ly/ambt30nOBxGRSS Feed: http://karl-k-otik.podomatic.com/rss2.xml
In this episode, we talk about the recent news that Nordstrom will be winding down its Canadian operations. We then look at some recent earnings including Live Nation, Intuit, Canadian Banks and several retail companies. Symbols of stocks discussed: LYV, JWN, COST, WMT, TGT, HD, INTU, BMO.TO, CM.TO, BNS.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
POOL Corporation (POOL) is the world's largest wholesale distributor of swimming pools and related backyard products, serving over 120,000 customers in North America, Europe, and Australia. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of Simon's work? Check out their Twitter here: https://twitter.com/MoS_Investing?s=20 Contact us: chitchatmoneypodcast@gmail.com Timestamps Pool Corporation | (2:37) Revenue | (8:59) Acquisition Strategy | (17:41) Digital | (29:58) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Mike and Eli, hosts of Chasing Scratch: A Golf Podcast, join The Business Brew to discuss their podcast, how they monetize podcasts, what they were trying to accomplish when they started podcasting, and, yes, golf. Bill is a huge fan of the podcast they have put together. Check it out on your favorite podcast player! Apple: https://podcasts.apple.com/us/podcast/chasing-scratch-a-golf-podcast/id1281285953 Spotify: https://open.spotify.com/show/2W77oe7Nw7G8RzKkhsMi5E This episode is sponsored by Stratosphere.io. Stratosphere.io is a web based terminal that has financial data, KPIs, links to filings, hedge fund letters, etc. A key differentiator is Stratosphere.io's segment data and KPIs, which are triple checked for accuracy. Stratosphere saves users time, enables easy comparisons between companies, and offers company specific metrics such as subscriber counts, numbers of locations, etc.Head over to Stratosphere.io for a free trial. Should you want to sign up for a paid offering please use the promo code BREW for 15% off.
Beasts to Bring in the Harvest (3) (Audio) David Eells - 3/8/23 Seek Me NOW! Tiannah Fire - 1/18/23 I started feeling Gods presence and had this urge to write down what was coming to me in the Spirit so I did. “I Am wanting vessels who want to remain until the end, to go through all that is about to come on the world, in My peace, love, and My Joy, manifesting and witnessing to the world of My Son in His Power and Glory and Might. This world is desperate for My Son, and My Son is who they are going to get. All alive on the earth will be given the choice to reject or accept Me before everything is destroyed. All that will remain is My Spirit, everything else will be destroyed and already is, for it is about to manifest. The time is now to seek Me with everything that you are, with your whole mind and strength. You are to be constantly focusing on Me; setting your mind on things above and not on things on the earth. I Am the only satisfaction and Glory. I want to commune with you. I desire you to be one with My Son. I have already done it all, but You need to agree with Me and go along with what I have already prepared. Your life is for Me. Your mind, soul, spirit and body were created for Me and My Glory. This world and everything in it were created for Me to express my love and everlasting grace. I Am everything good and there is nothing but Me. (1Co. 15:27-28 For, He put all things in subjection under his feet. But when he saith, All things are put in subjection, it is evident that he is excepted who did subject all things unto him. 28 And when all things have been subjected unto him, then shall the Son also himself be subjected to him that did subject all things unto him, that God may be all in all.) The time is coming and already is here. I Am here and I am coming. I Am increasing Myself in those who want Me. I want you more than you know, and more than you could ever want me. I want to grow you as quickly as you will allow Me Stop thinking about and spending your time on physical things. I provide ALL your needs. Your spiritual needs are greater than your physical [needs]. Seek spiritual food not physical. You are blessed when in My presence and praising Me. Sacrificing yourself brings the greatest glory. I Am life. Awaken to Me. I live in you and through you. Focus on Me. Remain steadfast and hold on to Me till the end. I Am coming and have already come. (Because He doesn't live in time.) Every second is another moment closer to eternity. Every second focused on Me has an increase of Me in you. Seek Me. I am closer than your breath and I desire to increase. Allow Me. I know you more than you know yourself. I love you more than you can comprehend but choose Me in full. I want your whole heart, your whole strength and might. Without Me you can do nothing. With Me, we together can and will do all things, above what your carnal [mind] can understand. Choose Me. Focus on Me NOW and forever. If You don't spend your time with Me now, how will you spend your time with Me for Eternity? If you don't serve Me and do My will now, how will You serve Me for Eternity? I choose you and want you here with me in full, not in part. Come to Me for your daily bread. Every moment that goes by that you aren't communing with Me are moments missed of My increase and My spiritual blessings. Only I can satisfy your soul. Only I can make you breathe and your heart to beat. I Am. Seek me NOW.” A Sudden Move of God Debbie Fenske - 1/16/23 (David's notes in red) During our morning Zoom meeting, the Lord allowed me to see in the Spirit, those whom we would call, the lowliest of people, and those addicted to every kind of sin. I could see the Spirit of the Lord suddenly coming upon them, moving in their spirits. I could discern their intense desire for God. These were dry, needy, and homeless people on the streets. (These represent spiritually homeless people as well.) I could see them dropping to their knees, and raising their hands to heaven with a sudden, but awesome desire for Jesus; to truly want to know Him. “I am doing this. I am doing the work. But even My people, who know My truths, and are walking in My ways, will see, and wonder if such persons could be touched in such a way. But I say to you, ‘What a remnant I am bringing forth!' So, I warn you. I warn My people to be prepared. Be ready to receive My gift to minister to those who I will allow you to run into as you go about your business of the day. And I say, do not let their appearance stop you from being moved by My spirit, to minister by My Spirit as I bring you face-to-face with them. Be alert and do the work of God. Even those affluent ones who have sat before Bible teachers hearing My Word preached, and receiving it with joy, and walking in My ways to the best of their knowledge, now will suddenly receive revelation from My Spirit that they are yet so empty, and needy of the deeper truths of My Word. They are going to suddenly desire more of Me, and they will seek Me with all their hearts, praying with earnest out of a sudden yearning desire which I will suddenly impart to them. (In revivals in the past, sinners and self-righteous people suddenly, for no apparent reason, have been overcome with grief for their sins and cried out to God.) And many will find you and will truly find Me through the ministry and revelation truths you have received in Me through My Word and are so freely giving out. Be ready, My People. For I will suddenly do a quick work. Have you not heard? The harvest is ready to be picked.. Therefore, I say to you, ‘Stay prepared in Me, and go forth, intentionally, into My harvest field. Drop all things that would hinder you from being My vessels. For I have called you.” Thank you, Father! Bless us all, in Jesus' name, to receive this word from You, and to move with Your Spirit, to bring many into Your kingdom, and into Your eternal kingdom truths. Amen! Meteors Falling from the Sky Winnie Osegueda - 2/14/23 (David's notes in red) Our daughter, Zoé, who is 6 years old, woke up saying she had a crazy dream. She said meteors were falling from the sky and through our ceiling. She said, “One fell on my lap, but I wasn't harmed because Jesus protected me.” (We have been told that we are going through an area of the galaxy in which many meteors would fall to earth and also going through the tail of Planet X would have this affect.) She also said she caught a couple in her hands and it caused her no harm either. (Zoe' means, “God's life”. Those who have God's life will be protected supernaturally through their faith.) She doesn't really know about the things that are about to come so I believe the Lord has been giving her dreams. Our Entire Solar System is Changing Rapidly, But Nobody is Really Talking About It Songs of Ascent - 12/12/22 Strange Sounds - All the major bodies of our Solar System are changing rapidly, but nobody is talking about it. (Historically, Planet X affects all the planets. Hag. 2:6 For thus saith Jehovah of hosts: Yet once, it is a little while, and I will shake the heavens, and the earth, and the sea, and the dry land.) We are in the upswing of Solar Cycle 25. Could it be related? https://strangesounds.org/2022/12/our-entire-solar-system-is-changing-rapidly-but-nobody-is-really-talking-about-it.html We are seeing rapid observable changes to almost every single planet: Pluto's atmosphere has recently collapsed (Astronomy) Neptune's storms have suddenly begun rotating backwards (SS) and the planet is mysteriously cooling down (SS) Uranus' polar regions are visibly flaring (Texplorist) Jupiter has recently experienced a 700 degree temperature impulse originating from its northern pole, and its great red spot is fading [SS] Mars is suddenly displaying seismic activity (SS) Venus' planetary winds have increased their velocity by 33% in the last 20 years (Space) It goes on from there, we've recently observed: large-scale changes in the ice cover on Jupiter's moon Europa (PhysicsWorld) large-scale changes in the polar ice cap on Mars (SS) Saturn is losing its rings (The Atlantic) a mysterious darkening of the atmosphere of Venus (Astronomy) unusual changes in the temperature and pressure of the atmosphere of Neptune (NASA) a brightening of the atmosphere of Jupiter (AGU) Here on earth, our own magnetosphere is rapidly losing it's strength as our magnetic poles continue to race away from their usual positions, wreaking havoc on animal migrations – See all the beached whales this year as well as the spike in reports of unusual bird sightings. Things have gotten to the point where we are now updating our magnetic models yearly, and soon there will be zones of flux broken bad enough to cause real danger to flying due to constant magnetic reconnection. Our aurorae are reaching levels of intensity not normally seen, with recent high-energy'pink' aurorae being observed. The fundamental electromagnetic nature of this planet – electromagnetism responsible for a variety of effects on life, most especially cardiac and pulmonary health in humans, is changing rapidly. Volcanic activity on our planet is currently at a record, with more and more volcanoes showing [a] concerning lift, erupting, or showing increases in lava flow. Every single active volcano along the pacific rim is showing increased activity. Mount Rainier looks ready soon. The Sisters in Oregon are showing lift. Given only one of two data points, it would be easy to discount the events as isolated and unrelated outliers with no significance. Taken together, however, the total body of evidence becomes impossible to ignore, and, once the presumption is made that this information is known by our leaders, pretty much explains the motivations for their actions. Everything is changing. Nobody is telling you. In fact, they built us a world where these questions are taboo, where every answer leads you away from the glaring, obvious truth. William Casey, former director of the CIA, upon being asked what the goal of the agency was (in 1981) said, “We'll know our disinformation program is complete when everything the American public believes is false.” We are in the upswing of Solar Cycle 25. All planets are connected to the sun, eg by what NASA calls magnetic flux ropes – stable energetic connections exchange energy in the form of a charged particle stream. These transfer energy and charged material to the planets and drive their rotation. Because the planet's rotation is tied to this inductive transfer, it is highly likely that during the most pronounced moment of a magnetic pole excursion the earth would stop its rotation. This sounds like crazy talk until you read historical accounts of the sun rising in the wrong place. Earthquake/Core relation video: This one addresses both. (THIS COULD HAVE BEARING ON THE BIG QUAKES COMING.) Terrawatch: Why Has the Earth's Spinning Inner Core Slowed Down? Kate Ravilious - 2/22/23 Earth's inner core appears to have stopped spinning faster than its mantle. New measurements suggest that the rotation of the inner core has slowed in recent decades and is now about to reverse direction, spinning more slowly than the mantle. The finding helps to explain recent changes in Earth's magnetic field and the length of day. The Earth's solid inner core is contained within the liquid outer core, enabling it to rotate differently from the Earth itself. Its spin is driven by the magnetic field generated in the outer core, and balanced by gravitational effects within Earth's mantle. Terrawatch: is Earth's core going rusty? Read more By analyzing earthquake seismic waves that have passed through the inner core, researchers were able to calculate how the spin of the inner core has changed since the 1960s. They found that seismic waves have tended to follow a very similar path since about 2009, suggesting that the inner core rotation has paused. The data showed something similar occurred in the early 1970s, indicating that the inner core appears to change in a similar way every few decades. The new finding, which is published in Nature Geoscience, is helping scientists to better understand the interaction between different layers of the Earth, and the impact that processes deep inside the Earth can have on the surface, including the gradual increase in length of day: adding a fraction of a millisecond each year since 2020. By Nikk Ogasa 1/ 23/23 “We see strong evidence that the inner core has been rotating faster than the surface, [but] by around 2009 it nearly stopped,” says geophysicist Xiaodong Song of Peking University in Beijing. “Now it is gradually mov[ing] in the opposite direction.” Uniform Depth Earthquakes Unnatural Missy Pollock Most of the earthquakes in the photo below are unconfirmed, 10 km deep and Dutch-sinse isn't showing most of them in his reports that I've seen. (If they are all 10 km, they are not natural earthquakes but to prepare Earthquakes.) This is the NY / Ala fault, where Sandy and one other dreamed the earthquakes would start crossing America. All of these being uniformly 10 KM deep shows they are not natural earthquakes, but the DS is attempting to make that fault fail. Over by Charlies house the eastern fault was being bombed to make sure it fails when the time comes. By that and fracking they are preparing the quakes to go where they want them to go. Turkey and Syria lost tens of thousands so far from tectonic weapons of DS. It is started. The earth plates are ultimately being moved by God. The Lord told Ken Dewey, “I AM shaking many things and moving things in the ground around, rearranging them. Many changes, [will come] suddenly! Get ready, for the time of my great miracles are come, and many will move to do exploits for Me.” (The Lord is coming for the Bride as this EQ war proceeds.) The Alliance under Trump repatriated the stolen gold and returned it to the nations and the DS wants it back. According to Operation Disclosure: The Khazarian Mafia has been reduced to threatening use of earthquake weapons to force countries to hand over their gold. Indonesian authorities tell us they are being told to hand over gold and other natural resources, or a very large earthquake will occur later this month. The threats came from the Dutch embassy in Jakarta. It was passed on to a high-level official in the Ministry of Foreign Affairs of Indonesia in Jakarta, Indonesian intelligence sources say. Washington Monument Crumbles Marie Kelton - 2/13/23 (David's notes in red) I had a vision of it being cloudy and foggy around the water that is by the Washington monument. All of a sudden, the vision zoomed in above the water toward the monument. Then the ground shook like an earthquake had happen and the Washington monument cracked in the middle and the top half fell over. I saw this multiple times. (This is the NY/Alabama fault we were speaking of. The Eastern fault that starts it all.) The UAE Deal: Earthquake Sign Michelle Rogers - 10/23/20 (David's notes in red) On January 28, 2020 President Trump held a news conference in D.C with Netanyahu in which the UAE deal was announced. The announcement included plans to give over more territory to the Palestinians provided they met certain conditions. Just about two hours later, a 7.7 earthquake struck in the Caribbean and was felt all the way to Miami Florida where Trump has his famous Mar-a-Lago resort. The quake was so strong that it shook the city to the point that people had to evacuate high rise buildings. I felt in my spirit that the 7.7 quake corresponded to Isa. 7:7 thus saith the Lord Jehovah, It shall not stand, neither shall it come to pass. (Meaning the division of Israel at this time. This also speaks of born again spiritual Israel, the true Church. Eventually Israel will be divided and greater judgment will fall.) Tennessee Cracked in Half Taryn Ezell - 2/20/23 (David's notes in red) I dreamed I was sitting in the car looking out the window as we were driving. I was asking the Lord when these things should be regarding the Tribulation because of what was going on at the Asbury revival. I was praying as we drove to Cracker Barrel. When we got to Cracker Barrel [and went inside], a huge earthquake happened while we were sitting there. I knew in the dream that this was the beginning of the days foretold; days that would have to be shortened to save the elect. I realized that Cracker Barrel had been moved [by the quake] all the way to downtown Maryville. I saw a huge, gaping crack, miles wide in width, and smoke smoldering. There was damage everywhere. The look on peoples faces was that of horror. I tried to call Matt and we talked briefly. Then I called my dad and he said he'd heard about it. But nothing had happened where he was yet. I was given the knowledge that more were coming. More earthquakes would break the US and the world apart. Destruction was everywhere in my location from just one earthquake. It had cracked Tennessee in half. Then I woke up. (At least two fault lines, one on both sides of the TN Valley will separate Tennessee. In our dreams it will be like a boat shaped piece of land in the water. We are in the middle of the boat.) Cutting Off the Flesh Brings Earthquakes Marie Kelton - 8/1/22 (David's notes in red) …I dreamed that I was at Amber's house. I was telling a few people that were there about an earthquake that happened. I was telling them about the fault line but I couldn't remember what it was called, so I grabbed a math book from off of Amber's bookshelf and I looked it up. It said that the fault line was called, “Stratosphere”. The dream changed… and this time I was standing in an open area on the grass (The grass represents the flesh 1Pe. 1:24 For, All flesh is as grass, And all the glory thereof as the flower of grass. The grass withereth, and the flower falleth.). I was cutting ham with a meat slicer that I use at work. (Representing cutting off the “unclean” flesh.) I was talking to a person and I was telling them that I was afraid to cut to the meat because I thought it would start the earthquake. (We must cast down our fears of death to self and cut off our flesh. The earthquakes will motivate this. The earthquakes are coming regardless and we need God's divine protection.) I knew in the dream that the area I was in would be the last place the earthquake would hit. Then I woke up. Mat. 24:6-7 "And ye shall hear of wars and rumors of wars; see that ye be not troubled: for these things must needs come to pass; but the end is not yet. For nation shall rise against nation, and kingdom against kingdom; and there shall be famines and earthquakes in divers places." These earthquakes will inevitably cause Tsunami's around the globe too. A Gigantic Wave Coming Samuel Fire - 2/22/23 (David's notes in red) I saw Tiannah, myself, and many other UBM brethren standing together on the beach as a group, and behind us, spread all around, were a large crowd of different people that I didn't know. The place was completely full. I saw from afar, a gigantic wave coming. The wave was about 42 stories high. (The beast will persecute the saints for 42 months. Rev. 13:4-5 and they worshipped the dragon, because he gave his authority unto the beast; and they worshipped the beast, saying, Who is like unto the beast? And who is able to war with him? 5 and there was given to him a mouth speaking great things and blasphemies; and there was given to him authority to continue forty and two months.) All the people that I didn't know began freaking out. Some were screaming and crying and others were trying to run away. All those people were so scared and shocked. All the UBM Brethren were so joyful and excited for this wave to come. It was as if we all had been waiting for this wave. (For us, this wave will bring victory for the kingdom of God in that it will separate the tares from the wheat which will shine forth in the kingdom. Mat. 13:40-43 As therefore the tares are gathered up and burned with fire; so shall it be in the end of the world. 41 The Son of man shall send forth his angels, and they shall gather out of his kingdom all things that cause stumbling, and them that do iniquity, 42 and shall cast them into the furnace of fire: there shall be the weeping and the gnashing of teeth. (Notice what comes at the end of verse 42 as in 42 months.) 43 Then shall the righteous shine forth as the sun in the kingdom of their Father. He that hath ears, let him hear. For those who are dead to self there is no fear of the Beast. The end of this 42 months is the coming of the Lord for His saints.) Some of the crowd kept trying to run away to save themselves. A few others fell on their knees in repentance crying to God because they knew they couldn't save themselves or do anything. (God will bring repentance through judgment to His elect.) As the wave came the brethren had special equipment for the water and they had experience and had been trained to ride the wave, so they were prepared and knew exactly what to do. When the wave came, we were gently lifted up and we just surfed the wave, riding it and some were just walking on the water. (1Th. 4:13 For this we say unto you by the word of the Lord, that we that are alive, that are left unto the coming of the Lord, shall in no wise precede them that are fallen asleep.) Everyone else, was wiped out from the wave; but we brethren were all calm and having fun and a great time. (Psa. 37:18-20 Jehovah knoweth the days of the perfect; And their inheritance shall be for ever. 19 They shall not be put to shame in the time of evil; And in the days of famine they shall be satisfied. 20 But the wicked shall perish, And the enemies of Jehovah shall be as the fat of lambs: They shall consume; In smoke shall they consume away.) Two Visions of a Wave of Destruction Marie Kelton - 2-17-23 (David's notes in red) Vision #1: During our evening meeting, I had a vision of a city with a few tall buildings in it. There were white cars that were parked in the city. (Representing the righteous who are in the rest.) I then saw a huge wave come in from the right and flood the city. (Judgment begins in the house of God then the wicked are judged as we will see. 1Pe. 4:17 For the time is come for judgment to begin at the house of God: and if it begin first at us, what shall be the end of them that obey not the gospel of God?) Vision #2: Later on in the meeting I had another vision, of people in a city. The people were trying to run away from a huge wave of water that was coming towards them. (God is going to give His people a 3-year grace period during these times to work in Revival for His People and Kingdom. All provision will be given.) Christ, the Only Sure Foundation Samuel Fire - 11/26/22 “My presence will manifest the provision and care for you to work and to sow for My Kingdom. Be prepared as you can feel the quickening and power to flow all over. Sensitivity to Me allows much of an increase and anointing. Keep in the faith and remain vigilant to speak out the Word and truth. Crush the lies and enemy and keep cutting off the world and [the] carnal and remain separate in sanctification. The foundation is Christ. Being rooted and deep without any form or function of doubt or weakness. Strong and zealous with fervent love to Me. Have everything on the complete and clean foundation of My Word. Take hold and do not let yourself be moved by any distraction. Those who are stronger and solidified in Me and My Son and in the power of My Word can then be revealed and grow with the manifestation of the hidden manna. This amazing and wonderful and exciting treasure will be like finding a rare and precious gem than anything that has been encountered before. As such a treasure you would be diligent to share or speak, as everything would come from Me. Pray, as I know of your desires and delight in Me. But pray that you cannot lose your hold on the perfect, clear, and strong foundation of My Word. All and everything you have hidden and done for Me, shall be openly honored, and given back to Me. Not by works or by boasting, but to do so without seeking any fame or recognition. When you offer and uplift Me in everything, I accept and reward it before the next thought. Think on the spiritual aspect of the creation I made for you. I am and you are and we are already together.” (I saw how there is a spiritual meaning to the existence we know. The vessels, the earth, and all the darkness is like a journey through a maze, to find a way to the exit; like a type of game to get closer and walk with our Father. …We encounter and experience more and grow deeper and more advanced in our trials. Yet, the whole time and until eternity it is as though the Almighty Father had already laid it out before we existed. His delight is this constant relationship. He desires to work through all our lives.) I Have Them in My Hands Debbie Fenske - 2/10/23 “You are on the right path, My children, this straight and narrow path. You must consign yourselves to remaining on this path. Keep your mind, and your eyes, and your feet always going forward in Me. You must not deviate from this path, neither to the left, or to the right. Even as I have chosen you, so, you have chosen Me when you walk this path. This path is a high priority walk of sanctification. This, My children, is My Great Divide. Your walk of total sanctification from this world has you entering My great, set-apart, High Calling. My grace is, and will always be, sufficient for you. My grace keeps you desiring to press on into Me, and into the eternal truths, and glorious wonders that lie ahead of you. I sovereignly am taking away from you all burdens, worry, fear, and constant wondering about those you love who are on the other side. I say to you that you need not worry, or be bothered about them, as I have them in My hands. My light will be shining on them as I bring them along the path set for them. Many will also walk My straight and narrow path that I will set before them. They will desire more of Me through My Word. They will desire My ways, and My will, and how to cross My Great Divide, and on to the path of total sanctification. They will understand. Many will not know how to receive my divine truths. But, My grace will enable them to walk in what they know. They, too, are in My hands. So, My children, rejoice, in your Faithful One! For it will all be good. I have not, and will not reject your prayers. By faith, know that these have chosen me, and they will not be without My mercy. As you know, the present evil will become so much worse. Great evil, and darkness. But all who are Mine are in My hands, no matter what befalls them; some to martyrdom; some I will take up to Me, that they escape the sting of death. Stay the course. Stay strong in your faith, and in your trust in Me and My Words to you, which will always be your shield and your protection.” SERVICES Ubbs Outreach Friday Night Worship CONTACT Share Your Testimony Request Prayer Technical Support Questions SUPPORT US We are a non-profit organisation based in United States. Our goal is to empower and equip people to discover more about Christianity and point them to a life of happiness, peace and purpose. Donate
This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube. Nelnet (Ticker: NNI) has a diversified business model that includes student loan servicing, tuition payment processing, and digital learning platforms, NNI has been able to adapt to changing market conditions and deliver strong financial results. Brett and Ryan dive through Nelnet and outline the investment thesis for why we own the company in our Arch Capital limited partnership. ****************************** What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/ ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Timestamps Company Background | (4:40) Business Services | (15:00) Nelnet Bank | (37:07) Management | (49:07) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
In this episode, Braden goes over takeaways from Warren Buffet's 2022 Shareholder letter. We then discuss another legend in the investing space. We also touch on what impacts government bond yields and how to store your Bitcoin and cryptocurrency. Symbols of stocks discussed: BRK-B Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ Interested in more info like this from Emmett: https://charging-and-fearless.beehiiv.com/subscribe?utm_source=chitchatmoney&utm_medium=referral&utm_campaign=promo ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Tracklist:Special Episode - Monkey Buzinezz pres. Trance Unity Rave 2023 @ Ste-Catherine Hall - Promo Set for Heaven No tracklist availablehttp://www.djkarlkotik.comhttp://www.facebook.com/djkarlkotikhttp://www.twitter.com/djkarlkotikhttp://www.instagram.com/djkarlkotikhttps://www.twitch.tv/djkarlkotikhttp://www.beatport.com/artist/karl-k-otik/391150http://open.spotify.com/artist/4jwXCjiQc0J48jxpIBnnt1http://www.shazam.com/artist/44209296/karl-k-otikhttp://www.soundcloud.com/djkarlkotikSubscribe for free on Apple/iTunes podcasts: http://ow.ly/FX6L30n1T31Subscribe for free on Google Music podcasts: http://ow.ly/ambt30nOBxGRSS Feed: http://karl-k-otik.podomatic.com/rss2.xml
Our own SVP of telecommunications at Cambridge Consultants, Dr Derek Long, and our guest speaker, Richard Deakin – Chief Executive Officer at Stratospheric Platforms – unpack the current state of connectivity and address some of the biggest issues in the industry today the triple challenge of reliability, affordability and consistency inconsistent coverage and the digital divide sustainability in telco Richard discusses advances in high-altitude platforms, which are not only more sustainable but also more affordable than traditional terrestrial infrastructure. They go on to discuss telco on an international scale, a regional scale, down to the millimeter. Don't miss out on this informative and thought-provoking episode – listen now and stay ahead of the curve!
DexCom (DXCM) is a leading medical device company that develops and commercializes continuous glucose monitoring (CGM) systems for patients with diabetes. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of Nick's work? Check out their Twitter here: https://twitter.com/investingnick?s=20 Contact us: chitchatmoneypodcast@gmail.com Timestamps DexCom | (3:15) Future Products | (21:05) Management | (29:54) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Tom Gayner stops by The Business Brew to discuss a number of things. You can see the detailed show notes for specifics, below the stratosphere.io sponsor copy. In summation, Bill has wanted to interview Tom for a long time but didn't know how to make the interview unique. We think this interview covers some topics Tom has not discussed elsewhere. Please consider attending Markel's annual meeting. On Wednesday, May 17th, from 9-10:30 the good folks at Robotti and Co. are hosting an investor panel. There will be 8-12 “best ideas” presented. The Markel annual meeting will follow that event. Food, music, and beer will follow the Markel annual meeting. We hope you enjoy this podcast episode. This episode is sponsored by Stratosphere.io. Stratosphere.io is a web based terminal that has financial data, KPIs, links to filings, hedge fund letters, etc. A key differentiator is Stratosphere.io's segment data and KPIs, which are triple checked for accuracy. Stratosphere saves users time, enables easy comparisons between companies, and offers company specific metrics such as subscriber counts, numbers of locations, etc. Head over to Stratosphere.io for a free trial. Should you want to sign up for a paid offering please use the promo code BREW for 15% off. Thank you to the team at thepodcastconsultant.com for producing the show. Detailed Show Notes - 5:00 – The goal of the Markel annual event 7:30 – Tom's background 9:35 – Blue capital and orange capital 17:05 – Creating dealflow and how long that takes 20:10 – Learning how to delegate 24:55 – What happened with the ILS transactions 33:20 – Searching New Highs and New Lows 38:40 – How investing at Markel does or does not impact Tom's investing style 34:20 – The intertwining of Berkshire, Markel, and The Davis Funds 43:50 – The importance of relationships 48:40 – The Big Lebowski 49:10 – What traveling to India has taught Tom 56:25 – Decisions in March 2020 and how being at Markel impacted Tom 1:02:20 – How was the transition from Co-CEO to CEO 1:05:40 – How to be a deserving spouse Book Mention: The Way We Live Now https://www.amazon.com/Way-Live-Now-Penguin-Classics/dp/0140433929/ref=asc_df_0140433929/?tag=hyprod-20&linkCode=df0&hvadid=475771750252&hvpos=&hvnetw=g&hvrand=16689022937612321338&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9011844&hvtargid=pla-469518675534&psc=1
In this episode, we start by discussing the recent Indigo-Chapters cyber attack and the Lumine spinoff from Constellation Software. We then talk about the recent decision from Intel to cut its dividend, Teladoc's earnings and the importance of having a good management team for publicly traded companies. We also cover some other earnings including Nutrien and Autodesk. Symbols of stocks discussed: NTR.TO, CSU.TO, IDG.TO, INTC, ADSK, TDOC, GFL.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
This episode is brought to you by Sendlane. Darin says, “really one of the best jigsaw puzzles on the market and really elevating it to be unilaterally the best product on the market. And really creating a whole new stratosphere within this category. And it's a category that's very ancient. It's been around in its current form for hundreds of years and in some basic form for thousands of years. And to be able to continue to innovate and elevate on something that's old is a special project.” Today, we interview Darin Hardy, President & CEO of Blue Kazoo. Blue Kazoo is a premium jigsaw puzzle company that focuses on a few favorite 1,000-piece puzzles at a time, artfully designed and conscientiously crafted. We discuss: *We he's grateful for * Overview and origin of the Blue Kazoo * Does being in the military give you special insight to building a brand? * Blue Kazoo's success during the pandemic * His vision for the business * What makes Blue Kazoo different from other puzzles on the market * Why we learn most from our failures * His lessons from his previous experience at the Nasty Gal brand * How to turn customers into fans * Working with artist to produce unique puzzles * And more… Join Ramon Vela and Darin Hardy as we break down the inside story of Blue Kazoo on The Story of a Brand. For more on Blue Kazoo, visit: https://bluekazoo.games/ Subscribe and listen to the podcast on all major apps. Simply search for “The Story of a Brand” on your favorite podcast player. * This episode is brought to you by Sendlane. Alright, guys, here's the deal: I have a gift for you from our primary sponsor — Sendlane. They're giving away their online course eCommerce Academy - Email & SMS Marketing! This course gives you the step-by-step playbook to drive more revenue and retention with email & SMS. This is typically a $500 package, but for our listeners, it's entirely FREE when you get started with your FREE 14-day trial of Sendlane. When you do, chat with their support team and let them know you're one of our listeners to get full access to hours of course content that will help you make email marketing your #1 growth engine. Visit https://storybrandgift.com to get the details, sign up for a free trial and get your gift!
American Express (AXP) is a global financial services company that provides payment and travel-related services to consumers and businesses worldwide. The company was founded in 1850 and is headquartered in New York, New York. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nelnet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of American Express. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:23) Industry | (20:47) Management & Ownership | (24:58) Earnings | (30:24) Balance Sheet | (35:02) Valuation | (38:24) Our Analysis | (39:28) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
In this episode, Simon gives an update to the retirement dividend income portfolio. We then talk about some controversial retirement hot takes. We wrap up the episode by talking about RESP and what Simon is doing for his daughter. Symbols of stocks discussed: BEPC.TO, BIPC.TO, DLR, GRT-UN.TO, CNR.TO, CNQ.TO, TXN, AP-UN.TO, HD, RY, T, JNJ, PEP, TD.TO, FTS.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Random Vegas It was reported that while building the MGM Grand, today known as Horseshoe, Kerkorian offered to pay Sinatra half a million to come out of his most recent retirement to perform a 1 week engagement. Even if he wanted to, Sinatra wouldn't have been able to because he was still under contract with Caesars who planned litigation if he attempted to play at another hotel (Vintage Research) Twitpic of the week There it is, north strip, as it was known in 1996. We still see the Stardust, La Concha, Silver Dollar, El Rancho (2ndone) and Riviera. Today, all that's left is Circus Circus, Sahara and Stratosphere. Today, most of this picture is a wasteland. Comprised of empty lots where dreams were inspired but progress couldn't match. Sure we got Resorts World and will soon have the Fountinebleau but still. It was a portal into the past, something Vegas doesn't often regarding with nostalgia. At least we still have Peppermill to visit and transport ourselves to the time and period of Vegas we romanticize. Something @summacorp does very well. News 360VWV U2 Sphere Tru OGs @Cosmopolitan New Blackjack Rules
Adam Wyden, founder of ADW Capital, stops by The Business Brew to share his investing philosophy, discuss some ideas, and talk about lessons learned. ADW is a concentrated, long biased investment partnership founded in 2010. In this episode Adam cautions against idol worship, talks about how he monitors positions and companies, shares his thoughts on management character, and much more. Bill's favorite line from this episode is "Invest with people that have more to lose than you do." We hope you enjoy the show. This episode is sponsored by Stratosphere.io. Stratosphere.io is a web based terminal that has financial data, KPIs, links to filings, hedge fund letters, etc. A key differentiator is Stratosphere.io's segment data and KPIs, which are triple checked for accuracy. Stratosphere saves users time, enables easy comparisons between companies, and offers company specific metrics such as subscriber counts, numbers of locations, etc. Head over to Stratosphere.io for a free trial. Should you want to sign up for a paid offering please use the promo code BREW for 15% off. Thank you to the team at thepodcastconsultant.com for producing the show. Detailed Show Notes - 8:00 – Meeting Joel Greenblatt 14:45 – Lessons from Fiat 22:30 – How Ferrari could grow faster 30:30 – Adam's background as an investor 40:40 – Pivoting to better businesses 43:00 – Being proud of admitting mistakes quickly 44:30 – Takeaways from 2022 48:00 – Where to hunt 51:50 – What is the etymology of a return? 54:00 – Monitoring a position over time 59:30 – Watch out for idol worship 1:10:00 – The biggest risk is (a) investing with sociopaths and (b) becoming one 1:18:15 – Further discussion about APi Group 1:30:30 – The comfort of owning assets with honorable managers
The banking industry plays a crucial role in the stock market, as banks often form a significant portion of many investment portfolios. As a highly regulated industry with cyclical tendencies, banking stocks can be impacted by a wide range of factors, from economic conditions and interest rates to changes in government policies and regulations. Listen as Brett and Ryan ask questions for John to answer. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of John's work? Check out his Twitter here: https://twitter.com/MaxfieldOnBanks?s=20 Contact us: chitchatmoneypodcast@gmail.com Timestamps Banking | (2:57) Bank Analysis | (21:04) Interest Rates | (28:26) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
In this milestone episode, we start the episode by answering some non-investment related questions from our listeners. We then talk about some of the weird answers that were given by Bing Chat and how meta is setting its sights on apple. We finish the episode with earnings from Airbnb, Canadian Tire and Restaurant Brands international. Symbols of stocks discussed: QSR.TO, ABNB, CTC-A.TO, AAPL, META, GOOG, MSFT Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
Block, formerly known as Square, is a financial services and digital payments company that provides mobile payment solutions and other financial services to small businesses and individuals. The company was founded in 2009 and is headquartered in San Francisco, California. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nelnet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Block. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:06) Industry | (17:40) Management & Ownership | (22:30) Earnings | (27:09) Balance Sheet | (30:28) Valuation | (33:24) Our Analysis | (34:39) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Kelly Wanser heads Silver Lining, a nonprofit “dedicated to ensuring that society has information and options to address near-term climate risk.” In this episode, Wanser explains why she prefers to use the term “climate intervention” instead of “geoengineering,” how an “aerosol parasol” placed in the stratosphere might help reduce the danger of catastrophic climate change, and the many technical and political challenges facing climate intervention efforts. (Recorded February 9, 2023)
Tracklist:Special Episode - Produkt pres. Markus Schulz @ New City Gas - LIVE SetNo tracklist availablehttp://www.djkarlkotik.comhttp://www.facebook.com/djkarlkotikhttp://www.twitter.com/djkarlkotikhttp://www.instagram.com/djkarlkotikhttps://www.twitch.tv/djkarlkotikhttp://www.beatport.com/artist/karl-k-otik/391150http://open.spotify.com/artist/4jwXCjiQc0J48jxpIBnnt1http://www.shazam.com/artist/44209296/karl-k-otikhttp://www.soundcloud.com/djkarlkotikSubscribe for free on Apple/iTunes podcasts: http://ow.ly/FX6L30n1T31Subscribe for free on Google Music podcasts: http://ow.ly/ambt30nOBxGRSS Feed: http://karl-k-otik.podomatic.com/rss2.xml
In this episode we go over the highlights of retirement and savings surveys done by BMO in the past year. We go over a pricing power checklist and explain what the US Dollar Index is. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Tracklist:Special Episode - Produkt pres. Markus Schulz @ New City Gas - Promo SetNo tracklist availablehttp://www.djkarlkotik.comhttp://www.facebook.com/djkarlkotikhttp://www.twitter.com/djkarlkotikhttp://www.instagram.com/djkarlkotikhttps://www.twitch.tv/djkarlkotikhttp://www.beatport.com/artist/karl-k-otik/391150http://open.spotify.com/artist/4jwXCjiQc0J48jxpIBnnt1http://www.shazam.com/artist/44209296/karl-k-otikhttp://www.soundcloud.com/djkarlkotikSubscribe for free on Apple/iTunes podcasts: http://ow.ly/FX6L30n1T31Subscribe for free on Google Music podcasts: http://ow.ly/ambt30nOBxGRSS Feed: http://karl-k-otik.podomatic.com/rss2.xml
In this episode we discuss the recent US inflation numbers, look at S&P 500 returns and discuss the earnings of several companies including Brookfield, Pinterest and Canopy Growth. Tickers of stocks discussed: PINS, BAM.TO, BN.TO, BIPC.TO, STZ Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
FICO or Fair Isaac Corporation, develops analytic, software, and data decisioning technologies and services. The company's products and services help businesses make more informed decisions by analyzing consumer credit data and providing credit scores and predictive analytics solutions. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of Buyback Capital's work? Check out their Twitter here: https://twitter.com/Larryjamieson_?s=20&t=gJKWa75W6sj1WCoixTULoA Contact us: chitchatmoneypodcast@gmail.com Timestamps FICO | (2:51) Competitive Advantages | (19:20) Big Risks | (46:36) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
I am Stratosphere! I make EDM Drum and Bass, Dubstep, Electronic music. I've just started my career in uploading my music to Spotify and hoping everyone gets to hear what i've got!
Arnaud Cosserat, CEO of Comgest, and Rick Mercado, PM at Comgest stop by The Business Brew to discuss quality growth investing. Comgest is an independent, international asset management group, which since its creation in 1985, has pursued a long-term ‘Quality Growth' and responsible investment style. Arnaud is a long-standing Analyst and Portfolio Manager specialising in European equities. He started his career in 1989 as an Analyst at Banque Paribas, before joining Société de Bourse Oddo and then Generali as a Portfolio Manager. He holds a Master of Science degree from the ESSEC business school (France) and is a member of the French Society of Financial Analysts (SFAF, Société Française des Analystes Financiers). Before joining Comgest, Rick worked in London as a Portfolio Manager responsible for a North American equities fund with USS Investment Management and prior to that, as a Global Equities Portfolio Manager with F&C Investments. From 2001-2008 he worked in Australia, with Capital Partners as an Investment Analyst and with AMP Capital Investors as an Investment Strategist. He holds a Bachelor of Science in Mathematics and a Bachelor of Commerce in Finance from the University of New South Wales. He is also a CFA® charterholder. This episode is sponsored by Stratosphere.io. Stratosphere.io is a web based terminal that has financial data, KPIs, links to filings, hedge fund letters, etc. A key differentiator is Stratosphere.io's segment data and KPIs, which are triple checked for accuracy. Stratosphere saves users time, enables easy comparisons between companies, and offers company specific metrics such as subscriber counts, numbers of locations, etc. Head over to Stratosphere.io for a free trial. Should you want to sign up for a paid offering please use the promo code BREW for 15% off. Big shoutout to @mathewpassy and the team at The Podcast Consultant. Detailed Show Notes: 4:10 - Comgest's philosophy and focus on culture 8:10 - Fighting the ABCs (arrogance, bureaucracy, and complacency) of decay 12:05 - How to appraise culture Paper cited https://hbr.org/1996/11/what-holds-the-modern-company-together 18:48 - Handicapping quality among high quality companies 24:05 - How does Comgest consider valuation risk of the portfolio? 33:35 - Comgest's 80/20 rule and how they hold companies with higher valuations 39:20 - Why recessions are great from an investment perspective 46:20 - What inflation might do to quality companies 53:30 - When to exit an investment (and how to stay in) 1:00:00 - How macro events impact Comgest's analysis
I this episode we discuss the news of Microsoft incorporating Chat GPT into Bing and what potential future implications it could have for Google's dominance on search. Simon then goes over Brazil's potential as an emerging market investment. We then go over bottleneck businesses and finish with the discussion on a couple of strange niche ETF. Tickers of stocks discussed: NANC, KRUZ, FLVR, EWZ, EWZS Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
Randy Baron, lead Portfolio Manager for Pinnacle Associates Ltd's various international products, joins The Business Brew to discuss his investing philosophy. Randy is best known for international value investing and for publicly discussing Amyris. Amyris is an unprofitable company with a CEO that has a controversial reputation. But, it is a very interesting company backed by some very real investors. Bill and Randy have spoken a few times over the past 2 years and Bill likes how Randy looks at the world. Bill was also curious about Amyris and how Randy's public support of the company has or has not influenced Randy's analysis. Randy is open and transparent on this podcast and it is a very entertaining, and informative, listen. We hope you enjoy. Randy's official bio can be found at https://www.pinnacle-associates.com/team/randolph-baron This episode is sponsored by Stratosphere.io. Stratosphere.io is a web based terminal that has financial data, KPIs, links to filings, hedge fund letters, etc. A key differentiator is Stratosphere.io's segment data and KPIs, which are triple checked for accuracy. Stratosphere saves users time, enables easy comparisons between companies, and offers company specific metrics such as subscriber counts, numbers of locations, etc. Head over to Stratosphere.io for a free trial. Should you want to sign up for a paid offering please use the promo code BREW for 15% off. Detailed Show Notes: 4:15 - Intro 10:15 - Long term investing and international valuations 15:10 - Why US companies are listing in the UK 19:25 - What is Wandisco 22:25 - Randy's idea of where returns will come from 23:50 - A discussion on Amyris 36:23 - A socially responsible investing tangent 38:23 - Back to Amyris 43:43 - Why every CEO should promote their stock 45:23 - When the price of a stock price matters 49:33 - Why explaining why you own something is important to investors 57:23 - How to act 1:05:20 - Renalytix; potentially solving a big problem 1:09:20 - Sizing early stage bets 1:11:30 - Looking to EM for cheap, good ideas