Podcasts about Track record

In today's episode, Stig Brodersen is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world's largest battery maker. Manish presents the bull case, arguing that a company most listeners have never heard of is becoming the backbone of the global energy infrastructure, powering EVs, stabilizing power grids, and feeding AI data centers. Ralph, a forensic accountant, presents the bear case, digging into price deflation, geopolitical risk, and whether CATL's US licensing model is capital-light growth or a defensive retreat. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:58) Why Manish is bullish on CATL, the world's largest battery maker with 40% global market share and a founder-led culture of relentless R&D. (00:14:43) Why energy storage for AI data centers and the LRS licensing model in the US are two growth engines the market may not have fully priced in. (00:30:59) The bear case for CATL, including price deflation, a temporary margin windfall, the unwinding of its interest-free supplier float, and key-man risk. (00:58:28) How battery swapping and leasing could transform CATL from selling a battery once to owning the asset for its entire lifetime. (01:03:09) How to think about CATL's valuation at 18 times operating profit, its 150+ strategic stakes including DeepSeek, and why the Hong Kong shares trade at a premium to the mainland listing. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Stig Brodersen's ⁠Portfolio and Track Record⁠.  Meet Ralph at our Intrinsic Value Conference in NYC on September 19. Connect with Ralph on LinkedIn or send him an email at ralph.summerford@gmail.com. Contact Manish Karira on LinkedIn. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠: ⁠⁠Plaud⁠⁠ ⁠⁠Plus500⁠⁠ ⁠⁠Netsuite⁠⁠ ⁠⁠Scribe⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Two Colorado eviction bills came dangerously close to reshaping how rental property owners operate across the state in 2026. One would have capped evictions at 5 cases per county per month. The other would have required landlords to attach 60-to-80-page leases to every notice served. Both were defeated, but the same ideas are already being redrafted for 2027. Host Chris Lopez sits down with Vic Sulzer and Jonathan Carlson from TSM Law, and Matt La Crue and Ellie Reynolds from Purple Label Government Solutions, the bipartisan lobbying team representing the Colorado Workforce Housing Coalition at the Capitol. Together they break down how the last session played out, why 10 moderate Democrats termed out changes everything, and what a Phil Weiser governorship likely means for housing providers. The group walks through HB 1047, which would have permanently suppressed eviction records and let tenants deny prior evictions on rental applications. They also cover HB 1106, which proposed blocking eviction service during any period below 32°F, above 90°F, or with substantial snow or rain accumulation, leaving roughly 4 months a year when landlords could actually file. The conversation gets into the state’s $1.5 billion budget deficit, the migration patterns that shifted Colorado’s political makeup, why small owners (who make up roughly 50% of the market) are quietly exiting the rental pool, and what rent control could look like under a governor who has already said he’s going after corporate landlords. In This Episode We Cover: Why HB 1047 would have produced the equivalent of two Empire State Buildings of printed leases every year The 4-month window when evictions could actually be filed under HB 1106 How Colorado Poverty Law drafts and markets tenant legislation Why Colorado’s political makeup shifted after COVID migration What a supermajority in both chambers would mean for housing bills in 2027 How the Attorney General’s Office adds another layer of risk for housing providers Why joining the coalition matters more before a session than after If you own rental property in Colorado (or are thinking about it), this is one of the more important conversations you’ll hear this year. Subscribe for weekly Colorado real estate investing content, and check out the resources below to get involved with the coalition. Watch the Youtube Video https://youtu.be/Kw3yP5xxZ-0 Timestamps 00:00 Welcome and Guest Introduction 01:36– What the Colorado Workforce Housing Coalition Does 02:49 – 100 Years of Stable Landlord Law Before COVID 04:25  – Why the Coalition Formed and Who It Represents 06:59 – 2026 Session Recap and Political Dynamics 09:18 – $1.5 Billion State Budget Deficit Drives the Agenda 13:03 – How Migration Patterns Shifted Colorado Left 17:18 – Phil Weiser’s Track Record on Landlords and Towing 21:33 – Moderate Democrats Losing Primary Races 22:27– What a 2027 Supermajority Would Mean for Housing 25:24– HB 1047 Breakdown (Lease Attachments and Suppressed Records) 31:21– How HB 1047 Died in Committee by a Narrow Margin 39:26– HB 1106 Eviction Caps and Weather Restrictions Explained 43:30– Small Owners Exiting the Rental Pool 46:00- Rent Control Expected to Return in 2027 51:52 – Jenna Griswold and the Attorney General Race 55:15 – How to Join the Coalition and Get Involved Links in Podcast Colorado Workforce Housing Coalition-become a member and help fight future housing legislation Purple Label Government Solutions-Matt La Crue and Ellie Reynolds Tschetter Sulzer Muccio (TSM Law)– Vic Sulzer and Jonathan Carlson HB26-1047 (Protections for Residential Tenants)HB26-1106 (Eviction Protections for Tenants) Colorado Poverty Law Project – the tenant advocacy group referenced as drafting housing legislation Colorado General Assembly – track future bills and legislative sessions

In de tweede EK Birmingham-special van Track Record praat Elie Bacari over de mooie weg die hij al heeft afgelegd en blikt hij vooruit op z'n tweede Europees kampioenschap. Hij verklapt ook welk nieuw avontuur hij dit najaar start.

If you're the state's expert witness, the last thing you want is your own resume working against you. That's what happened today in the Lindsay Clancy murder trial, when defense attorney Kevin Reddington took psychiatrist Dr. Jennifer Tufts apart on cross. Clancy, 34, of Duxbury, Massachusetts, faces three counts of murder and three counts of strangulation after prosecutors allege she strangled her three children — 5-year-old Cora, 3-year-old Dawson, and 7-month-old Callan — with exercise resistance bands inside the family's Summer Street home on January 24, 2023. She's pleaded not guilty, with an insanity defense built around severe postpartum psychosis and psychiatric overmedication.Tufts told the court she'd been trained in postpartum treatment and had seen as many as 50 patients across four years. Reddington countered with the specifics: in the month leading up to Clancy's evaluation — her first stretch practicing solo — she'd seen roughly two postpartum depression patients. He also raised a pending lawsuit accusing Tufts of overstating her postpartum credentials, a detail that undercuts the "trusted expert" framing prosecutors need her to carry. He then pivoted to medication, walking her through side effects and drug interactions and pushing on how much she actually knew about what Clancy was taking, before hammering what he's calling a breakdown in communication among her doctor, her psychiatrist, and everyone else supposedly coordinating her care.Prosecutors continue to argue Clancy knew what she was doing despite the psychiatric defense. She allegedly attempted suicide after the killings by jumping from a second-story window and remains paralyzed from the waist down. Her husband, Patrick Clancy, was out running errands during the incident and has since relocated to Manhattan. Proceedings continue in Plymouth Superior Court.Join Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/channel/UC8-vxmbhTxxG10sO1izODJg?sub_confirmation=1Instagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodThis publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.#LindsayClancy #DuxburyTragedy #PostpartumPsychosis #TrueCrime #PlymouthCounty #CoraDawsonCallan #InsanityDefense #KevinReddington #TrueCrimeToday #Breaking

If you're the state's expert witness, the last thing you want is your own resume working against you. That's what happened today in the Lindsay Clancy murder trial, when defense attorney Kevin Reddington took psychiatrist Dr. Jennifer Tufts apart on cross. Clancy, 34, of Duxbury, Massachusetts, faces three counts of murder and three counts of strangulation after prosecutors allege she strangled her three children — 5-year-old Cora, 3-year-old Dawson, and 7-month-old Callan — with exercise resistance bands inside the family's Summer Street home on January 24, 2023. She's pleaded not guilty, with an insanity defense built around severe postpartum psychosis and psychiatric overmedication.Tufts told the court she'd been trained in postpartum treatment and had seen as many as 50 patients across four years. Reddington countered with the specifics: in the month leading up to Clancy's evaluation — her first stretch practicing solo — she'd seen roughly two postpartum depression patients. He also raised a pending lawsuit accusing Tufts of overstating her postpartum credentials, a detail that undercuts the "trusted expert" framing prosecutors need her to carry. He then pivoted to medication, walking her through side effects and drug interactions and pushing on how much she actually knew about what Clancy was taking, before hammering what he's calling a breakdown in communication among her doctor, her psychiatrist, and everyone else supposedly coordinating her care.Prosecutors continue to argue Clancy knew what she was doing despite the psychiatric defense. She allegedly attempted suicide after the killings by jumping from a second-story window and remains paralyzed from the waist down. Her husband, Patrick Clancy, was out running errands during the incident and has since relocated to Manhattan. Proceedings continue in Plymouth Superior Court.Join Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/channel/UC8-vxmbhTxxG10sO1izODJg?sub_confirmation=1Instagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodThis publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.#LindsayClancy #DuxburyTragedy #PostpartumPsychosis #TrueCrime #PlymouthCounty #CoraDawsonCallan #InsanityDefense #KevinReddington #TrueCrimeToday #Breaking

Spurt- en relayscoach Lieve Van Mechelen bespreekt in deeerste EK-special van Track Record de kansen van haar pupil Simon Verherstraeten en van de Belgian Falcons. Daarnaast vertelt ze onder meer over hoe ze gegroeid is als coach, hoe de Falcons zijn geëvolueerd, risicoanalyse en wat de uitdagingen zijn op dit EK.

Eine M&A-Beratung komplett von Null aufzubauen, ist schon in ruhigen Zeiten ein Kraftakt. Ausgerechnet in einer Phase, in der etablierte Boutiquen fusionieren oder ganz aufgeben, ein europaweites Team von über 160 Beratern aus dem Boden zu stampfen, wirft die Frage auf, wie so etwas gelingt und ob der Markt auf einen weiteren Anbieter überhaupt gewartet hat.Mein Gast ist Christian Ramme, Managing Director bei Alvarez & Marsal in München. Mit ihm spreche ich über den Aufbau einer Corporate-Finance-Sparte from scratch, wie die ersten Mandate ohne Track Record entstehen, wie man im hohen Tempo Partner gewinnt, ohne an Qualität zu verlieren, und warum der europäische Software-Markt gerade komplett neu bewertet wird.Wir beleuchten in dieser Episode:wie Christian ins M&A gefunden hat,warum er zwischen Beratung und PE pendelte,wie A&M eine ganze M&A-Sparte von Null aufbaut,wie das Team trotz hohem Tempo seine Qualität hält,warum der Software-Markt gerade komplett neu bewertet wird,und vieles mehr...Viel Spaß beim Hören!***(00:00:00) Intro(00:01:44) Begrüßung & Werdegang(00:08:50) ProSieben & Seven Ventures(00:11:59) Zurück auf die Beraterseite(00:15:08) Aufbau bei KPMG(00:20:31) Wechsel zu Tenzing(00:23:48) Market Making in Deutschland(00:29:08) Von Tenzing zu A&M(00:31:36) Aufbau der M&A-Einheit bei A&M(00:34:06) Timing des Markteintritts(00:37:27) Industry-first & Teamaufbau(00:40:34) Qualität & Kultur im Wachstum(00:44:50) Wettbewerb im Mid-Market(00:47:41) Synergien zwischen Teams(00:49:52) Bilanz nach erstem Jahr(00:54:25) Software-Markt & Exits(01:00:20) Portfolio-Altlasten(01:04:28) Market Timing(01:09:19) Rule of 40 & Profitabilität(01:12:38) Learnings & größter Fehler***Alle Links zur Folge:Kai Hesselmann auf LinkedIn: https://www.linkedin.com/in/kai-hesselmann-dealcircle/CLOSE THE DEAL auf LinkedIn: https://www.linkedin.com/company/closethedeal-podcastChristian Ramme auf LinkedIn: https://www.linkedin.com/in/cramme/Alvarez & Marshal auf LinkedIn: https://www.linkedin.com/company/alvarez-&-marsal/Website CLOSE THE DEAL: https://dealcircle.com/ClosetheDeal/***DUB.de ist die Plattform für sichere Unternehmensnachfolgen. Schaut vorbei, wenn ihr euer Unternehmen schnell, sicher und kostenfrei zum Verkauf inserieren wollt oder als Käufer auf der Suche nach passenden Deals seid:www.dub.de***Du bist M&A-Berater im Small- oder Midcap-Segment und suchst einen Überblick über alle relevanten Deals? Jetzt schnell den

Federal contracts often go to first-time vendors who never had the experience listed in the job description, and the fastest path in is a short, targeted proposal that answers one buyer's actual concern. David Rambhajan, a Service-Disabled Veteran-Owned Small Business founder who built and later sold an industrial construction company after starting with a $9,000 loan from his mother, walks through the sharpshooter framework he used to land his first role with zero skills, zero experience, and zero education on paper. What you'll learn in this episode: The 200-300-500 yard framework for pacing a federal pursuit so you stop groveling and start closing The exact cold-call script David used after a written rejection to earn a real conversation with the decision-maker Why offering to work one week free flipped a "not a fit" rejection into a job offer inside the same week How David used a $9,000 loan to start a construction company and which certifications he pursued first The mistake most new contractors make with certifications, and what to do instead of chasing them for their own sake Chapters: 0:00 - Sponsor read and the 70 places federal contracts hide 0:48 - The 200-yard rejection letter that started everything 1:35 - Cold-calling the marketing manager at 300 yards 3:05 - Building the proposal at Kinko's and hand-delivering it 4:40 - The one-week free-work offer that closed the job 5:55 - Landing the job and taking over the boss's role in a year 7:19 - Starting the construction company with a $9K loan from mom 8:10 - Getting SDVOSB and 8(a) certified, and the lesson ten years later Mindy gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

Training camp is open, and this is the most consequential stretch of the Klint Kubiak era. Gully breaks down what the Las Vegas Raiders actually got with the Kubiak hire — and the honest counter-argument: six stops since 2021, and a running game that finished outside the top 10 in designed run rate at his last two stops before Seattle's Super Bowl run. Also this episode: why the offensive line spend — highest-paid center in football Tyler Linderbaum — was the smartest money John Spytek and Tom Brady spent this offseason, why Ashton Jeanty might be the real swing piece of this offense rather than the wide receiver room, Fernando Mendoza's fully guaranteed $57.27 million rookie deal, why the QB timeline still points to Kirk Cousins deep into the season, and a Max Crosby health update heading into camp. Be part of Thursday's show: Call/voicemail: 702-900-7869 Send a video: mail@silverandblacktoday.com Follow: @SNBToday | @LVGully Open camp practices: August 2, 3, 7, and 8 at the team facility, and August 11 at Allegiant Stadium. Silver & Black Today — Las Vegas Raiders analysis. Chapters: 0:00 Camp Is Open: Cold Open 1:21 Today's Topics Preview 2:43 What Did the Raiders Get With Kubiak? Seattle's Numbers 6:19 The Honest Counter: Six Stops Since 2021 8:18 The Run Game Track Record Concern 9:34 The Tell on the Run Game 10:46 The $281M Free Agency Spend 11:44 Linderbaum, the O-Line & the Max Crosby Update 14:14 The QB Room Investment 15:20 The O-Line Was the Smart Money 17:36 The Tell on Gentry 18:45 Ashton Jeanty: The Swing Piece 22:36 Mendoza Signs His Rookie Deal 24:14 The QB Timeline Restated 28:21 Closing Take & 9-Year Perspective 30:14 Camp Dates & Call-In Info Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SpaceX has transformed the commercial space industry with reusable rockets, Starlink, and ambitious plans for Starship. But after one of the largest IPOs in history, can the company continue delivering the growth investors now expect? Lance Roberts & Michael Lebowitz examine whether SpaceX's fundamentals can keep pace with its valuation. We'll discuss launch cadence, Starlink's revenue potential, Starship's development timeline, competitive pressures, capital requirements, and the risks investors should consider before chasing one of the market's most talked-about stocks. 0:00 INTRO 0:53 - Where Do Markets Go Next? 3:40 - The Oil, Dollar, & Gold Connection 9:41 - The Only Thing That Really Matters is Earnings Growth 13:52 - Liquidity Matters as well 15:11 - Google Earnings & Negative Free Cash 23:59 - Space-X: Is Value Eroding? 26:51 - The Three Distinct Businesses of Space-X 33:08 - What Space-X Employees Will Do 37:04 - The Track Record of Elon Musk 37:50 - When to Buy Space-X? 40:52 - Space-X Earnings: Wait for it 41:50 - Oil, Bonds, & Gold Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/XGeCGPXfE4k ------- Articles mentioned in this report: "Can SpaceX Fire On All Cylinders?" https://realinvestmentadvice.com/resources/blog/can-spacex-fire-on-all-cylinders/ --- Watch today's "Before the Bell" premarket commentary, "Oil, Earnings, and Market Complacency," https://youtu.be/nBKqoSD_uCI ------- Watch our previous show, "Why Retail Traders Keep Losing" https://youtube.com/live/neGG2EOd8SM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #OilPrices #SP500 #EarningsSeason #Investing #SpaceX #ElonMusk #GrowthStocks

SpaceX has transformed the commercial space industry with reusable rockets, Starlink, and ambitious plans for Starship. But after one of the largest IPOs in history, can the company continue delivering the growth investors now expect? Lance Roberts & Michael Lebowitz examine whether SpaceX's fundamentals can keep pace with its valuation. We'll discuss launch cadence, Starlink's revenue potential, Starship's development timeline, competitive pressures, capital requirements, and the risks investors should consider before chasing one of the market's most talked-about stocks. 0:00 INTRO 0:53 - Where Do Markets Go Next? 3:40 - The Oil, Dollar, & Gold Connection 9:41 - The Only Thing That Really Matters is Earnings Growth 13:52 - Liquidity Matters as well 15:11 - Google Earnings & Negative Free Cash 23:59 - Space-X: Is Value Eroding? 26:51 - The Three Distinct Businesses of Space-X 33:08 - What Space-X Employees Will Do 37:04 - The Track Record of Elon Musk 37:50 - When to Buy Space-X? 40:52 - Space-X Earnings: Wait for it 41:50 - Oil, Bonds, & Gold Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/XGeCGPXfE4k ------- Articles mentioned in this report: "Can SpaceX Fire On All Cylinders?" https://realinvestmentadvice.com/resources/blog/can-spacex-fire-on-all-cylinders/ --- Watch today's "Before the Bell" premarket commentary, "Oil, Earnings, and Market Complacency," https://youtu.be/nBKqoSD_uCI ------- Watch our previous show, "Why Retail Traders Keep Losing" https://youtube.com/live/neGG2EOd8SM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #OilPrices #SP500 #EarningsSeason #Investing #SpaceX #ElonMusk #GrowthStocks

Viele Entwicklungen können uns aktuell große Sorgen bereiten. In dieser Folge besprechen wir einen Vortrag von dem ehemaligen Fondsmanager Peter Lynch aus dem Jahr 1994. Peter Lynch erzielte von 1977 bis 1990 eine durchschnittliche Jahresrendite von 29,2 %. Dies ist der beste Track Record eines öffentlichen Investmentfonds, in den damals laut Angaben von Lynch jeder hundertste Amerikaner oft mit kleinen Summen investiert war.  Bei dem Vortrag im Jahr 1994 sagte Lynch folgendes: "Es gibt immer etwas, worüber man sich Sorgen machen kann". Lynch führte bei diesem Vortrag u.a. aus, worüber sich die Menschen in den 1950er-Jahren sorgten und was sie davon abhielt in Aktien zu investieren. Wir schlagen am Ende die Brücke zur heutigen Zeit und den heutigen Unsicherheiten und Sorgen, die wir haben können und die Auswirkungen auf unsere Investitionsentscheidungen.  Veranstaltungsreihe "Die Kunst Unternehmen zu bewerten (aus Investorensicht)": Lerne Unternehmen wie ein Profi zu bewerten Jeden Sonntag mehr Geldbildung direkt in Dein E-Mail-Postfach. Seit 2014. Schließe Dich über 10.000 cleveren Geldbildern an: Jetzt Teil der sonntäglichen Community werden Hinweis: Die in dieser Podcast Folge genannten Informationen sind zu keiner Zeit als Anlageempfehlung zu verstehen

The United States has been at war for more than 20 of the last 25 years. Afghanistan, Iraq and now Iran. Three major conflicts, all in the same region, and none of those conflicts have gone nearly as well as U.S Presidents said they would. We look at why the U.S. is so often at war and why it is finding them so hard to win.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

What if some of the greatest investment opportunities weren't hiding in Silicon Valley or Wall Street, but inside small businesses that have been overlooked for decades?In this episode of The Conscious Capitalists, hosts Timothy Henry and Raj Sisodia sit down with Monika Mantilla, Co-Founder, President & CEO of Altura Capital (https://alturacap.com/), to explore how patient capital, purpose-driven investing, and entrepreneurial success can create extraordinary financial returns while strengthening communities. Over the past 21 years, Monika has built a proven track record investing in lower middle market businesses across low-and-moderate-income communities, demonstrating that impact and performance are not competing priorities, but mutually reinforcing ones.Monika shares why Altura Capital was intentionally built as an investment platform rather than a traditional private equity fund, allowing the firm to provide flexible capital tailored to the unique needs of growing businesses. She explains why patient investment horizons of three to seven years, combined with operational partnership and long-term thinking, consistently outperform short-term approaches. Along the way, she introduces The Altura Way, the firm's ten-pillar value creation framework that helps companies strengthen strategy, operations, leadership, governance, digital transformation, and community impact while building more resilient businesses.The conversation also explores one of the largest untapped opportunities in modern investing. Monika discusses research conducted alongside 29 of America's largest corporations that identified an estimated $590 billion in unrealized value within underserved business segments. She explains how diverse ownership, improved market access, and stronger partnerships with companies such as Walmart, Kroger, CVS, Merck, and Johnson & Johnson help unlock growth that traditional investors often overlook.But this episode reaches far beyond investing. Monika reflects on the influence of her upbringing in Bogotá, Colombia, the lasting impact of her mother, her faith-driven approach to leadership, and the philosophy that guides both her life and business: ser en el hacer—being in the doing. She also shares her unique 200-hour planning system, organizing life into fourteen categories across eight-week cycles, and explains why she considers leading Altura to be only her seventh priority after ensuring the rest of her life is aligned with her values.Listeners will gain insights into:Why the lower middle market represents one of the most overlooked opportunities in private equityWhat patient capital really means and why long-term investing creates stronger businessesHow Altura's ten-pillar value creation framework systematically scales growing companiesWhy diverse ownership and investing in underserved communities can generate above-market returnsHow market access and strategic partnerships accelerate business growthWhy values, intentional leadership, and disciplined time management are foundational to long-term successThe role conscious capitalism can play in creating both economic progress and social progressWhether you're an investor, entrepreneur, business leader, or simply interested in how capitalism can be a force for lasting value creation, this episode offers a compelling conversation about building businesses that deliver exceptional returns while expanding opportunity for more people.If you enjoy this podcast, would you consider leaving a review on Apple Podcasts or Spotify? It takes only a few seconds and greatly helps us get our podcast out to a wider audience.Please subscribe on Apple Podcasts / Spotify / Stitcher, or wherever you get your podcasts.For transcripts and show notes, please visit The Conscious Capitalists. This show is presented by Conscious Capitalism, Inc.Chapters0:00 Introduction – Meet Monika Mantilla, Co-Founder & CEO of Altura Capital1:50 What Is Altura Capital? Overview of the Investment Platform3:51 Why "Platform" and Not Just a Fund5:27 Patient Capital: What It Means and Why It Matters7:12 Non-Financial Investment Criteria: Values, Purpose & Impact9:39 The Meaning Behind the Name "Altura" – Height & Vision11:24 Dignity as a Core Value12:52 Women in Finance: The Case for Parity in Capital Allocation15:56 Investing in Overlooked Communities: The Opportunity & the Returns21:41 Track Record & Above-Market Returns23:26 Market Access & Corporate Relationships as a Value-Add26:23 Impact Metrics: Jobs, Communities & the Altura Way36:49 What Made Monika Monika? Roots, Values & Spiritual Foundation41:33 Time Management: The 200-Hour / 8-Week Planning System45:52 Rapid Fire Questions46:05 Favorite Book: The 7 Habits of Highly Effective People

European Long-Term Investment Funds (ELTIFs) sollen Privatanlegern systematisch den Zugang zu Private Equity, Private Debt, Infrastruktur und anderen illiquiden Anlageklassen eröffnen – mit Regulierung „made in EU“. Im 94. Hedgework-Talk spricht Uwe Lill mit Hosna Houbani, Director Alternative Investments bei Scope, über den Boom von ELTIF 2.0, die Hintergründe der Studie „Massenstart geglückt – Überblick über den ELTIF-Markt 2025/26“ und die Frage, ob der politische Anspruch der Regulierung schon an der Realität der Vertriebspraxis und der Anlegerbedürfnisse angekommen ist. Im Gespräch geht es um die rasante Zunahme der Fondsanzahl und -volumina, die wichtigsten Produktstrukturen (Evergreen vs. geschlossene ELTIFs), Unterschiede zwischen Deutschland, Frankreich, Italien und Spanien sowie die Rolle von Multi-Asset-Ansätzen. Houbani erläutert, warum ELTIFs für Privatanleger einerseits Diversifikation und Renditekicker bieten können, andererseits aber mit höheren Management- und Performance-Gebühren, komplexen Rückgabemechanismen und sehr langfristigen Horizonten einhergehen. Zudem diskutiert sie Erfolgsfaktoren wie Transparenz, Einbindung in Altersvorsorge- und Versicherungsprodukte, funktionierende Abwicklungs- und Vertriebsprozesse sowie den bislang kurzen Track Record – und ordnet ein, wo der Hype berechtigt ist und wo Anleger bei der neuen „Long-Term“-Welt noch genau hinschauen sollten.

➡️ Wie hoch ist das Risiko bei einer P2P Plattform? Um diese Frage zu beantworten habe ich ein Risiko-Modell entworfen, bei dem 100 Punkte in 5 Kategorien gesammelt werden können. In diesem Video geht es um die Funktionsweise vom re:think P2P Risiko Score und wie 28 P2P Plattformen dabei abgeschnitten haben. 00:00 P2P Risiko Score 2026 01:10 Funktionsweise 02:06 Kategorie 1: Regulierung und Lizenz 03:26 Kategorie 2: Finanzielle Stabilität 04:16 Kategorie 3: Transparenz und Offenlegung 04:54 Kategorie 4: Kreditportfolio und Investoren-Verluste 05:37 Kategorie 5: Track Record und Krisenverhalten 06:39 Red Flags 07:29 Alle Ergebnisse im Überblick

Kapitaldienstfähigkeit ist die eine Kennzahl, an der jede Immobilienfinanzierung steht oder fällt.In Teil 2 mit Nick wird es praktisch: wie du Objekte so entwickelst, dass die Bank mitgeht, und wie ein einziges Mietergespräch die Miete spürbar hebt.Darum geht es konkret:Warum die Bank zuerst auf die Kapitaldienstfähigkeit des Objekts schaut und wie du mit Track Record und 18 Monaten Tilgungsaussetzung trotzdem finanziert bekommstWie einvernehmliche Mietergespräche die Miete weit über die ortsübliche Vergleichsmiete heben, manchmal für rund 200 Euro MaterialeinsatzWarum Buchhaltung und Steuerthemen bei acht bis neun Gesellschaften zum größten Engpass beim Skalieren werdenNick hat neben dem Konzernjob über 150 Einheiten aufgebaut und ist zusätzlich als Berater bei mieteinander aktiv.---

Text: Psalm 40

Everyone in the Celtics organization is getting blame from ownership new and old to the GM making the moves. Why did Brad Stevens choose basically a mystery box over a new boat in Jaylen Brown? Then, it seems like a drastic turn for Stevens with all of the good moves he's made since taking the front office position and the good trades he's made up to this point. And, a look at the rest of the Eastern Conference and where the C's actually stand in the first days of the NBA offseason.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

Dave talks about how he's finally getting this putting gas in your vehicle thing down. 

Peter Lynch erzielte von 1977 bis 1990 eine durchschnittliche Jahresrendite von 29,2 %. Dies ist der beste Track Record eines öffentlichen Investmentfonds, in den damals laut Angaben von Lynch jeder hundertste Amerikaner oft mit kleinen Summen investiert war. Was war der größte Anlagefehler von Peter Lynch? Über diesen Anlagefehler sprechen wir heute und wir diskutieren auch, warum es sehr schwierig ist, diesen Fehler komplett zu vermeiden. Wir sprechen auch darüber, warum sich Peter Lynch auf dem Höhepunkt seiner Karriere als Fondsmanager mit 46 Jahren zurückgezogen hat. Veranstaltungsreihe "Die Kunst Unternehmen zu bewerten (aus Investorensicht)": Lerne Unternehmen wie ein Profi zu bewerten Jeden Sonntag mehr Geldbildung direkt in Dein E-Mail-Postfach. Seit 2014. Schließe Dich über 10.000 cleveren Geldbildern an: Jetzt Teil der sonntäglichen Community werden

Joe and Hugh break down the Phillies' series against the Nationals and Joe's track record with division predictions. They also revisit the backlash from a Jake Paul poll before addressing a listener's shocking admission about wanting Jalen Hurts to succeed even if the Eagles fail. 18:44 - Phillies vs Nationals Outlook 19:43 - Joe's NBA Draft Look-alike 21:23 - Jake Paul Poll Feedback 23:31 - Jalen Hurts Fan Admission

In today's episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. Hari makes the case for Meta as a leading AI-powered advertising platform. Tobias breaks down Booking Holdings and whether its travel moat can withstand the rise of AI assistants. Stig analyzes Adobe, exploring the durability of its creative software ecosystem amid rapid technological change. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro(00:02:31) Why Hari is bullish on Meta (Ticker: META), highlighting its advertising dominance, network effects, and long-term monetization potential.(00:03:38) The bear case for Meta, including massive AI infrastructure spending, uncertain returns on capital, and execution risk around AI monetization.(00:14:27) Why Tobias is bullish on Booking Holdings (Ticker: BKNG), emphasizing its capital-light business model and robust travel ecosystem.(00:18:46) The bear case for Booking Holdings, including AI-driven loss of customer mindshare, and potential pressure on its role in the travel booking value chain.(00:27:43) Why Stig is bullish on Adobe, focusing on its switching costs and subscription-based revenue model (Ticker: NASDAQ: ADBE).(00:37:21) The bear case for Adobe, including AI-generated content and the increasing competition from tools like Canva and LLMs. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Stig Brodersen's Portfolio and Track Record.  Our valuation model of Adobe. Our valuation model of Meta. Our valuation model of Booking Holding.com. Check out the Mastermind Discussion Q1, 2026 | Video. Check out the Mastermind Discussion Q4, 2025 | Video. Check out the Mastermind Discussion Q3, 2025 | Video. Check out the Mastermind Discussion Q2, 2025 | Video. Check out the Mastermind Discussion Q1, 2025 | Video. Tobias Carlisle's podcast, The Acquirers Podcast. Tobias' ETF, ⁠ZIG⁠. Tobias' ETF, ⁠Deep⁠. Tweet to ⁠Tobias Carlisle⁠. Hari's ⁠Blog⁠. Tweet to ⁠Hari⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: Plus500 Netsuite Vanta Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this episode of The Knight Report podcast, hosts Mike Broadbent, Richie O'Leary, and Alec Crouthamel react to Rutgers Football landing a commit from 2027 wide receiver Isaiah Alvarez from Don Bosco Prep. After that, the guys talk about what else is left for the Scarlet Knights in the 2027 class. 0:00 – Intro & Today's Topics 2:00 – Isaiah Alvarez: Who Rutgers Beat Out 5:00 – Don Bosco Pipeline & Dave Brock's Track Record 8:00 – Alvarez Film Review & Slot Role Projection 11:30 – Commitment Ceremony: Sights & Scenes with Alec 17:00 – Receiver Recruiting Update: Jonathan Dillon & Others 26:00 – Freshman Wide Receivers: Early Playing Time Outlook 28:30 – 2029 QB Offers: Walker Snee & Justin Merriman 32:00 – 2027 QB Recruiting Update 34:30 – Tyler Younger Update: Alabama Emerges 37:30 – Terrance Smith Decision Day: SEC Frontrunner 40:00 – Remaining DT Targets: Burch & Augustin 42:00 – Senegal World Cup Training Site Experience 46:00 – Rutgers Turf Program & World Cup Connection 49:00 – Netflix Filming at SHI Stadium 52:00 – Dallas Ward Update: Rutgers vs. Michigan State vs. Minnesota 55:00 – Jeremiah Joseph Boston College Visit Controversy 59:00 – Basketball Summer Practices Begin Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Prayer is not just about getting your needs met—it's about living on assignment. God is not a cosmic concierge taking requests; He is a sovereign King who has a purpose for your life. When we pray, we acknowledge our dependence on Him while embracing the role He has given us in advancing His Kingdom."You're not here just to get your needs met. You're here on assignment. God created you with purpose, and prayer aligns your life with His plan. Every prayer should remind us that we belong to His Kingdom and have a role to play in it."

Prayer is not just about getting your needs met—it's about living on assignment. God is not a cosmic concierge taking requests; He is a sovereign King who has a purpose for your life. When we pray, we acknowledge our dependence on Him while embracing the role He has given us in advancing His Kingdom."You're not here just to get your needs met. You're here on assignment. God created you with purpose, and prayer aligns your life with His plan. Every prayer should remind us that we belong to His Kingdom and have a role to play in it."

Pedro Escudero, CEO y fundador de Silverway Asset Management, presentó el lanzamiento de su fondo Silverway Global Apex Equity Fund, un vehículo registrado por la CNMV que busca acercar al inversor particular una estrategia habitualmente reservada a grandes patrimonios e instituciones. Según explica, la acogida ha sido muy positiva, con numerosas solicitudes de información y apertura de cuentas desde sus primeros días de actividad. Escudero define el proyecto como una “democratización de la inversión de élite”, apoyándose en un historial de rentabilidad que ha logrado superar a los mercados de forma consistente. La filosofía de inversión de Silverway se diferencia de los enfoques tradicionales porque combina tres pilares: Quality, Growth y Value. Para Escudero, la calidad es el factor más importante, ya que permite predecir con mayor precisión la evolución futura de los beneficios empresariales. En segundo lugar sitúa el crecimiento, entendido como la capacidad de una compañía para aumentar sus beneficios de forma sostenida. Solo después considera la valoración o el precio de la acción. Según Silverway, centrarse exclusivamente en el value investing puede llevar a invertir en empresas baratas que nunca generan valor para el accionista, mientras que la combinación de calidad, crecimiento y valoración ofrece mejores posibilidades de superar al mercado. En cuanto a sectores y oportunidades, destaca especialmente la tecnología, que forma parte de la cartera del fondo. Considera que el mercado está infravalorando algunas compañías de software al asumir erróneamente que la inteligencia artificial terminará por convertir ese negocio en una simple mercancía. El CEO de la empresa defiende que los modelos de IA necesitan datos específicos y conocimiento sectorial, algo que poseen las empresas de software especializado. Por ello, sigue viendo oportunidades atractivas en determinados nichos tecnológicos, siempre que presenten ventajas competitivas sólidas, capacidad de crecimiento y una elevada previsibilidad en sus resultados futuros. Además, defiende una cartera relativamente concentrada, ya que considera que una excesiva diversificación acerca los resultados a los del índice y dificulta obtener rentabilidades superiores. No obstante, matiza que concentrar no significa asumir más riesgo, sino seleccionar compañías con flujos de caja independientes entre sí y convicciones de inversión muy fuertes. Para él, la clave no es tener muchas posiciones, sino poseer las mejores empresas posibles y mantener una disciplina capaz de aprovechar las oportunidades que surgen durante las crisis de mercado.

Camas resident Douglas Tweet presents ridership data showing TriMet's MAX light rail lines have fallen to less than a third of their forecast numbers — and argues the Interstate Bridge Replacement Program is using similar models to justify $3.5 billion in light rail spending. https://www.clarkcountytoday.com/opinion/letter-trimets-history-of-over-predicting-light-rail-ridership/ #TriMet #LightRail #IBR #InterstateBridge #Vancouver #ClarkCounty #Transportation #Opinion #WashingtonState #CamasWA ---

In today's message, Pastor Chris walks us through Joshua 21, where we discover that God's promises are never dependent on circumstances, but on His unchanging character. What may seem like a chapter about cities and land assignments becomes a powerful testimony to the faithfulness of God, reminding us that what He promises, He remembers, fulfills, and guarantees.

K100 w/ Konnan & Disco is presented to you by FanDuel Sportsbook! Quickest deposits & withdrawals, plus betting available on all sports in the US & worldwide! Support K100 & check out the best in the game, FanDuel! Check out our Patreon site at Konnan.me and Patreon.com/Konnan for hours of extra audio, exclusive video, listener roundtable discussion shows, the show's 8+ year archive, plus so much more! Get Interactive on Twitter @Konnan5150 @TheRealDisco  @TheCCNetwork1 @K100Konnan @TheHughezy @HarryRuiz @HugoSavinovich @RoyLucier @TwoManPowerTrip @LingusMafia Youtube: https://www.youtube.com/@KeepinIt100OFFICIAL @K100Konnan on Facebook, Twitter, and Instagram! Rugiet's 3-in-1 formula gets you ready in just 15 mins on avg & effects can last up to 36 hrs. Stay confident, present, & in control in the bedroom! Connect at rugiet.com/k100 to see if Rugiet Ready's right for you. You can use code K100 to get 15% off! Get 15% off the exciting & innovative products at Manscaped.com by using our code K100! Smell good, stay groomed, & support Konnan, Disco, & Joe! That's a win for everyone! Check out LegacySupps.com and use the code K100 for 10% off of their fat burner, pre workout, testosterone supplement, and sleep aid! Brought to you by friend of the show, Nick Aldis! Plus they now carry Women's supplements, brought to you by Mickie James! Go to shipstation.com and use code K100 for sixty days for free! ShipStation's intelligence driven platform brings order management, rate shopping, inventory and returns, warehouse systems, and comprehensive analytics all in one place. Go to shipstation.com and use code K100! Sixty days gives you plenty of time to see exactly how much time and money you're saving on every shipment! TheAeonMan.com brings you high quality Superfood Protein, world class New Zealand Deer Antler Velvet extract for natural testosterone, & supplements to eradicate joint pain & more for all of your health & needs! Use code WELCOME15 for 15% off! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week: Edward and Wes trudge towards the end of the Premier League season and catch up on the lower leagues as well. News and Notes has potential manager new in Manchester, and the W4tch is very, very excited about Top Gun.Email: allnewsportsshow@gmail.com

Hub Headlines features audio versions of the best commentaries and analysis published daily in The Hub. Enjoy listening to original and provocative takes on the issues that matter while you are on the go.0:19 - Canada's new governor general has a troubling track record when it comes to Israel, by Stephen Staley7:07 - Louise Arbour has the resume to be governor general—her vice-regal temperament is an open question, by Yuan Yi ZhuThis program is narrated by automated voices. To get full-length editions of popular Hub podcasts and other great perks, subscribe to the Hub for only $2 a week: https://thehub.ca/join/hero/Subscribe to The Hub's podcast feed to get all our best content:https://tinyurl.com/3a7zpd7e (Apple)https://tinyurl.com/y8akmfn7 (Spotify)xWatch The Hub on YouTube: https://www.youtube.com/@TheHubCanadaThe Hub on X: https://x.com/thehubcanada?lang=enCREDITS:Alisha Rao – Producer & Editor Hosted on Acast. See acast.com/privacy for more information.

Send us Fan MailWhat separates deals that get funded from those that get ignored? In this episode, $1B+ investors and family office leaders break down exactly what they look for before entering a partnership. From track record and credibility to expertise and long-term alignment, you'll learn how top investors evaluate opportunities beyond the pitch deck.If you're a founder, fund manager, or real estate sponsor looking to raise capital, this conversation will help you understand how serious investors think—and what it takes to build trust before asking for capital.If you want to connect with serious investors, build better partnerships, and access real deal flow—join us inside the Family Office Club.Our investor club offers 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools designed to help you raise capital faster and more effectively.

Daily Snippet vom 21.04.2026 Einen wunderschönen Dienstagmorgen! Von 500 $ auf 19.000$, von 4.000$ auf 60.000$ und zuletzt auf über 100.000 $ – mein historischer Track-Record bei Bitcoin ist extrem stark. Aber seit über einem Jahr halte ich mich fern und investiere mein Geld stattdessen in die Nasdaq (die aktuell ein All-Time-High nach dem anderen feiert). Ich werde oft gefragt, wann ich wieder Krypto kaufe. Die Antwort ist simpel: Es müssen 3 harte Bedingungen erfüllt sein. Welche das sind, liest du im neuen Snippet. https://www.julianhosp.com/de/blog/daily-snippet-21-04-2026 —— So profitierst du von den großen Trends, ohne das Risiko eines Totalausfalls:

Big O talks Sully & Hafley 040826

Andy and Jeff look at the Cavaliers' potential match ups in the post season and which ones they think the team is mostly likely able to get past.

In this episode of The Bitcoin for Corporations Show, the leadership at Strive explains why traditional corporate balance sheets are ill-equipped to handle the dual threats of currency debasement and AI-driven industry disruption. They present data showing that technological shifts historically trigger a 50% turnover in the S&P 500, suggesting that companies failing to adopt digital assets are essentially "sitting ducks."The episode serves as a strategic guide for executives to use Bitcoin and digital credit as "civilizational insurance" to protect their margins and ensure long-term corporate survival.Chapters: 00:31 Strive's Evolution: From Anti-ESG to Bitcoin Treasury01:45 Solving the Retirement Crisis with Digital Credit03:08 The Bitcoin "iPhone Moment" and Exponential Growth06:54 Building Infrastructure for Institutional Adoption14:27 The Barrier to S&P 500 Bitcoin Adoption15:31 Why Corporations Treat Cash Like a "Hot Potato"19:30 AI Disruption and the Need for Robust Balance Sheets27:01 The Coming S&P 500 Turnover: Data and Trends31:08 Differentiating Strive's Strategy from MicroStrategy38:00 Game Theory and Corporate Decision Making43:02 Building a Track Record in the Bear MarketDISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

Dan Caruso, Managing Director, Caruso Ventures; Founding CEO of Zayo Group Dan Caruso built Zayo from a startup into an $8.5B bandwidth infrastructure platform through 45 acquisitions. In Part 1, he walks through the full buyer-led playbook — how the thesis was built on a contrarian bet that everyone else got wrong, how proprietary deals were sourced through early relationship-building, and why fast integration wasn't a reputation problem — it was a competitive advantage.  He also breaks down the metric trap most roll-up operators fall into: mistaking EBITDA growth for true value creation. If your board is tracking acquisitions individually or your deal structure is loaded with earnouts, this conversation will challenge how you're running the program. What you'll learn: How to identify and build a contrarian acquisition thesis with investor alignment Why proprietary deal flow is a brand and relationship problem, not a sourcing problem How Zayo executed an unsolicited, fully funded offer on a larger public company — and won Why tracking individual acquisitions kills synergies in a roll-up When earnouts hurt more than they help — and what to use instead How clean, all-cash offers win on certainty, not price Dan's approach to thesis validation, investor alignment, and platform value creation is documented in the Roll-Up Readiness Assessment inside the Intelligence Hub, a stage-gated guide built directly from this conversation. Access inside the Intelligence Hub — → Access inside the M&A Science Hub — members only. This episode of M&A Science is presented by DealRoom. DealRoom just automated Pipeline Management with AI so you can spend less time updating deals, and more time working them. Automatically push deal context from Outlook to DealRoom Pipeline and use AI to keep deal target data and tasks updated, so follow-ups never slip through the cracks. No manual logging. No stale pipeline data. See for yourself: https://hubs.ly/Q045fXp50 ____________________ Episode Chapters [00:02:00] Introduction: Dan Caruso and the Zayo Story [00:03:51] Background: From Ma Bell to MFS to Level Three [00:08:58] Lessons from WorldCom: What Fake Value Creation Looks Like [00:10:35] What First-Time Acquirers Get Wrong [00:12:39] Building the Zayo Thesis: Fiber Orphans and Accidental Owners [00:17:20] Raising Capital When You Have a Track Record [00:23:50] What Must Be True for the Thesis to Work [00:26:54] Why EBITDA Doesn't Measure Value Creation [00:29:15] The Danger of Tracking Acquisitions Individually [00:31:17] What Actually Drove Zayo's Success [00:36:10] Convincing Sellers: Proprietary Sourcing and Relationship Strategy [00:45:30] The Above Net Acquisition: Unsolicited, Fully Funded, at a Conference [00:51:02] Negotiation Tactics: Unpredictability, Silence, and Team Play [01:02:16] Deal Structure: Why Zayo Avoided Earnouts [01:03:56] Clean Cash Offers and Certainty of Close

In this episode, Axel sits down with Laurent Dionne-Legendre, partner at Laurier Capital, to break down how he transitioned from lawyer to real estate investor and quickly closed major deals including Windsor Station. He shares how to build credibility from scratch, structure deals without financing conditions, and align capital partners for long-term value creation. This conversation is a masterclass on taking calculated risks, leveraging relationships, and executing at a high level in today's market.   Topics and timestamps

Former Sprott CEO Kevin Bambrough on Hydrograph: Fractal Graphene, Nanotech's Breakout Moment Podcast hosts interview Kevin Bambrough, author and former Sprott CEO, about why he became a major shareholder in Hydrograph and why he believes graphene—specifically Hydrograph's turbo-stratic, fractal graphene aggregates—solves key industry problems like clumping and poor dispersion that plagued earlier graphite-derived approaches.   Bambrough recounts his investing background and explains graphene's sought-after properties (strength, conductivity, EMF shielding) and why Hydrograph's purity and SP2 bonding matter for real-world applications. The panel discusses potential use cases across polymers, coatings, tires, construction materials, batteries, semiconductors, and military needs, plus Hydrograph's patent moat and licensing potential. They cover manufacturing via acetylene/oxygen combustion in a chamber, economics such as a stated $250,000/ton price with far lower required loadings, modular "Hyperion" scaling, work with dozens of companies, and catalysts like EPA approvals, a possible Nasdaq listing, and a Texas gas-plant partnership, while noting execution and IP/theft as key risks. 00:00 Meet Kevin Bambrough 00:32 From Computers to Markets 01:57 Sprott Years and Track Record 03:19 Discovering Hydrograph 05:36 Graphene Hype vs Reality 07:46 Why Graphene Matters 11:21 Hydrograph Fractal Advantage 16:06 Sci Fi Use Cases 20:47 AI Accelerates Innovation 23:26 Moat Patents and Monopoly 26:42 Is the Stock a Bubble 30:59 Flow State Deep Research 35:38 Graphene Types and Construction 40:08 How the Graphene Is Made 41:48 Detonation Cycle Basics 42:34 Fractal Graphene Formation 43:58 Pricing And Battery Value 45:57 Polymer Bottles And Low Loading 49:13 Unit Economics And Scaling 51:59 First Customers And Auto Wins 56:24 Texas Gas Plant Expansion 59:16 Risks Patents And Execution 01:08:51 Catalysts Nasdaq And Deals 01:16:00 Final Takeaways And Wrap

This week on Swimming with Allocators, it's time for another discuss, debate, and question (DDQ) episode as Earnest and Alexa riff on founders behaving badly and the cultural and governance failures enabling fraud-like behavior, then dive into how enterprises will actually adopt AI and what that means for the future of SaaS and vertical software. They unpack the rise of GP-led secondaries, strip sales, and mounting impatience around liquidity, using recent market data to explain why secondary activity is accelerating. The conversation shifts to Brendan Baker's three-tier venture framework (mega, middle, and small funds), where they debate where innovation, desperation, and real differentiation will come from. They explore whether LPs should back first-time fund managers without a traditional track record, what “track record” should really mean, and why softer skills, pattern recognition, and learning velocity matter. They also discuss treating fundraisers like enterprise B2B sales, how to qualify LPs and build authentic GP–LP relationships, and close with a playful “start, bench, cut” on SpaceX, OpenAI, and Anthropic to frame how they think about pre-IPO AI and space bets. Highlights from this week's conversation include: Prediction: 2026 as the Year of Founders Behaving Badly (1:16) Misuse of Startup Funds and Rise in Legal Issues (1:48) Narrative-Driven Investing and Weak Governance in VC (2:28) Enterprise AI Adoption: Rory O'Driscoll's Five Paths (3:25) Will Big SaaS Survive the “SaaS Apocalypse”? (5:43) LP Liquidity Pressure and GP-Led Secondaries (9:19) Data on Secondary Pricing, Continuation Vehicles, and Strip Sales (12:04) Venture Splitting into Mega, Middle, and Small Funds (15:26) Desperation, Differentiation, and Innovation Across Fund Sizes (17:52) Should LPs Back First-Time Fund Managers Without a Track Record? (21:41) Learning Velocity, Curiosity, Kindness, and Willingness to Schlep (24:49) The Value of Apprenticeship and Seeing Portfolios Over Time (25:50) Game: Start, Bench, Cut – SpaceX, OpenAI, Anthropic (30:16) One Question to Ask a First-Time Fund Manager (34:32) Signs of Strong GP–LP Fit: Informal Contact and Vulnerability (36:48) Closing Remarks and Episode Wrap-Up (37:40) Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this exciting new iteration of Presidential War, we step into the presidential shoes and choose the appointees of our own administration from an incredible talent pool: all of the former presidents! We contemplate the prospects of Abe Lincoln as Attorney General, James Madison as Chief Justice of Supreme Court, Richard Nixon as CIA Director, and much more! Follow us on Facebook, Twitter, and Instagram Email us at deadpresidentspodcast@gmail.com Please rate & review,  subscribe & share. Thanks for listening!

In this solo episode of the Ecomm Breakthrough Podcast, host Josh Hadley shares his proven framework for hiring senior leadership in ecommerce. Drawing from personal experience, Josh outlines the costly pitfalls of bad hires and emphasizes the value of securing top 1% talent. He details a structured, three-part interview process focused on track record, culture alignment, and role competence, offering actionable tips for assessing candidates. Josh also discusses the legal and financial implications of hiring, underscoring the importance of systems and focus for business growth. The episode concludes with a call to share and review the podcast.Hiring the wrong person can be a costly "hiring mistake" for any business, impacting your bottom line significantly. This video dives into effective "recruitment" strategies and a robust "hiring process" to help you avoid these pitfalls. Learn about crucial "interview questions" and how to "how to hire" the right talent to propel your e-commerce brand forward.

Once I started eating, I couldn't stop. I wasn't a grazer – I was a binge eater. I ate in secret, whole packages at a time, with the door closed. When I came to Food Addicts in Recovery Anonymous (FA) at 20 years old, I was obese, deeply unhappy, and running out of hope. Today, at 58 years old and 85 pounds lighter, I have a blessed life in recovery. From age three, food lit me up like a Christmas tree. I remember being caught hiding behind a curtain at my parents' dinner party, secretly bingeing on dessert. My first diet was in sixth grade, and it began a pattern that lasted for years: intense excitement, a few days of success, and then the moment of insanity when I told myself I could have ‘just one bite.' From there, I was off to the races My brother was born with a heart defect, and I could feel the stress that my loving parents experienced. When I was 13, a surgery meant to fix his heart went wrong, and he died. When we lost him, our beautiful family circle was broken, and so was I. I gained 30 pounds that year and spent the rest of high school dieting. College was one long binge, until I found FA. Today, I'm married, raising two college-aged children – one transgender, one autistic – and caring for elderly parents. Life is full, imperfect, and deeply meaningful. For over thirty-five years now, I've maintained my right-sized body by asking my Higher Power for help—not just with food, but with life itself. My Higher Power has a perfect track record: every time I surrender to God's will, I get to live a beautiful life.

Ramirez: Callers worry about Ryan Poles' track record with 3rd-round picks (Hour 4) full 2926 Tue, 10 Mar 2026 10:05:13 +0000 mDZ5QNxVDyLc4Eq3ljJx2SHdVe5m86tU sports Best of 104.3 The Score sports Ramirez: Callers worry about Ryan Poles' track record with 3rd-round picks (Hour 4) Best of 104.3 The Score Best of 104.3 The Score is a curated snapshot of the station at its best, delivering the standout moments Chicago sports fans don't want to miss. Featuring top interviews, expert commentary, and memorable segments from across the lineup, the podcast covers everything from Bears Sundays and Cubs summers to Bulls, Blackhawks, and White Sox headlines. Whether you're catching up or reliving the biggest conversations of the day, Best of 104.3 The Score brings the voices, stories, and debates that power Chicago sports talk into one easy listen. © 2026 Audacy, Inc. Sports False https://p

An FBI source told NewsNation it's "dumb" and "insane" — Sheriff Chris Nanos is allegedly blocking federal agents from accessing key evidence in the Nancy Guthrie case, routing a glove and DNA samples to a private Florida lab instead of Quantico. Nanos called the reports "not even close to the truth." But the documented history of this sheriff's credibility tells a very different story.From a 98.8 percent no-confidence vote by his own deputies, to an Arizona Attorney General investigation that flagged four policy violations, to placing his political opponent on leave weeks before an election he won by 481 votes — Nanos has spent years denying what the record confirms. And in the Guthrie case alone, he's admitted to releasing the crime scene early, contradicted himself publicly, grounded his best search aircraft over a personal dispute, and sat courtside at a basketball game while the family begged for Nancy's return.This episode lays out the full pattern — every claim sourced, every quote verified — and asks the only question that matters on Day 13 of this search: whose word has actually held up?#NancyGuthrie #ChrisNanos #FBI #PimaCountySheriff #SavannahGuthrie #TrueCrime #Kidnapping #Tucson #HiddenKillers #ColdCaseJoin Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspodInstagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodListen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872This publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.