POPULARITY
Categories
In a new episode of Project NIL with Anthony Gargano & William Penn Charter School Director of Athletics Danny DiBerardinis discuss Arch Manning's NIL valuation dropping over $3M, the top 10 High School Girls Basketball Programs, and Mental Health Sports Coach Danielle Martin stops by to discuss the mental side of athletes with more pressure to increased exposure in the NIL era.See omnystudio.com/listener for privacy information.
Plus: Paramount, Comcast and Netflix submit bids for Warner Brothers Discovery. And Ubisoft Entertainment shares climb. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In today's episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of relying on past performance as a guide for future investments. We explore the current state of the US market, the role of diversifiers in portfolios, and the behavioral biases that affect investor decisions. Antti also contrasts the behaviors of bond investors, which tend to be more contrarian, and equity investors, which tend to extrapolate. (0:00) Starts (1:13) Humility in forecasting market expectations (8:26) Comparing institutional and retail investor behavior (24:33) Sentiment analysis in markets (36:18) Bond vs. equity investor mindsets (48:11) Liquid vs. illiquid alternative investments (56:26) The diversification benefits of trend following ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices
Carl Quintanilla, Jim Cramer and David Faber explored how investors should navigate this volatile market. AI valuation jitters sparked a Thursday sell-off — erasing a rally fueled by Nvidia's blowout quarter and upbeat guidance. Stocks moved higher after New York Fed President John Williams said he sees room for a near-term interest rate cut. You'll want to hear Cramer's reaction to Williams' comments. Bitcoin fell below $82,000, putting it on track for its worst month since 2022. Also in focus: Eli Lilly hits a $1 trillion market cap for the first time, commodities under pressure in wake of tariffs, "Faber Report" on Netflix, Comcast and Paramount Skydance submitting bids for Warner Bros. Discovery. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Europe's macro outlook is shifting. After years of fiscal restraint and fragmented policy, the region is entering a new chapter one centered on pro-growth fiscal policy, energy security, and capital-market reform. For investors, this transformation signals the potential for renewed momentum in European equities and fixed income.In this episode of The Bid, host Oscar Pulido speaks with Helen Jewell, Chief Investment Officer for EMEA Fundamental Equities, and Roelof Salomons, Chief Investment Strategist for Northern Europe at the BlackRock Investment Institute, about how Europe's evolving macro and investing environment is creating new opportunities across sectors.They explore how fiscal flexibility is enabling investment in productivity and innovation, how energy transition and AI demand are reshaping infrastructure and power markets, and why European banks, defense companies, and energy-efficiency leaders have emerged as standouts. The conversation also looks at the valuation gap between Europe and the U.S., the implications of potential ECB rate cuts, and what reforms could drive a broader, more durable resurgence.Key Takeaways:· Europe's shift toward fiscal flexibility marks its first explicitly pro-growth stance in over a decade.· The intersection of energy transition and AI is driving infrastructure and power investment.· Banks, defense, and efficiency-focused industrials remain strong performers.· Europe still trades at a discount to the U.S., offering selective opportunity.· Integration of capital markets could unlock long-term competitiveness.Key moments in this episode:00:00 Introduction: Europe's Economic Challenges and Optimism01:10 Meet the Experts: Helen Jewell and Roelof Salomons02:17 Historical Context: Europe's Economic Journey03:51 Current Barriers and Progress in Europe05:40 Sector Focus: Defense, Banks, and Energy08:49 Fiscal Policy and Unified European Growth10:33 Energy and AI: The Long-Term Investment Landscape14:30 Valuation and Market Opportunities in Europe17:17 Conclusion: Path to a Broad Resurgence in Europe19:21 Closing Remarks and Future OutlookEurope investing; Europe macro; European equities; investing in Europe; capital-markets union; energy transition Europe; European fiscal policy; European banks; AI power demand; ECB rate cuts; BlackRock Investment Institute; European defense; valuation gap; competitiveness in EuropeSources: “What's needed for an investment renaissance in Europe?”, BlackRock Investment Institute, October 2025; NATO, August 2025; BlackRock Fundamental Equities analysis, September 2025; “Entering The Age of Electricity”, IEA Electricity Demand 2025;This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and Non-EEA countries, this is authorized and regulated by the FCA. In the EEA, it is authorized and regulated by the AFM. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What happens when you build a company around one niche, listen obsessively to customers, and never stop improving? In this episode, host Trace Blackmore finally sits down for a full-length conversation with Frank Lecrone, Founder, President, and CEO of AquaPhoenix Scientific. What started in a small 60' x 60' space in Hanover, Pennsylvania, with three employees, maxed-out credit cards, and endless Staples runs has grown into a 300+-person organization serving industrial water professionals around the world. Frank shares how AquaPhoenix became "the booth everyone wants to be next to" at AWT, why they built their entire business around industrial water treatment instead of trying to be everything to everyone, and how a simple continuous improvement system now generates hundreds of ideas a year from frontline team members. He also pulls back the curtain on acquisitions and private equity, explaining EBITDA in plain language, how to think about "add-backs," and what owners should understand long before they think about selling. Whether you're leading a growing company, running a route, or thinking about your own "second chapter," this conversation is a masterclass in culture, courage, and caring deeply about the people you serve. Stay engaged, keep learning, and continue scaling up your knowledge! Timestamps 02:20 - Trace Blackmore shares a recap from the recent 2025 AWT Conference, The Hang, and a Blood Donation Story 14:02 - Water You Know with James McDonald 15:20 - Upcoming Conference for Water Professionals 18:16 – Introduction of Frank Lecrone, CEO of AquaPhoenix Scientific (eight years in the making) 24:52 – Why Hanover? 26:59 – Supporting AWT 37:38 – Color-coded caps & QR Codes 42:30 – Learning from mistakes 45:31 – Core Values 48:26 – Acquisitions and Culture 1:03:32 – Valuations and EBITDA Quotes "We didn't grow by doing everything for everyone. We grew by doing exactly what one market needed and wanted—and then doing it better every year." "The lack of information is almost always interpreted negatively. That's why you have to over-communicate, especially during acquisitions." "EBITDA equals freedom. The more EBITDA you have, the less anybody can tell you what to do with your own company." "We're not perfect. We screw things up like everyone else—but we fix it, and we fix it quickly, and we make doing business with us as easy as possible." "I don't want to be the smartest person in the room. I want great people around me, giving ideas and pushing things forward, so I'm not the bottleneck." "Business is like standing in a bathtub while the water rises. It feels fine until it reaches your mouth. The trick is noticing when it's at your knees and fixing the bottleneck then." "We give a darn. We have 'GAS'—Give a #$%@—and if we can make it right and do it better, we absolutely will." Connect with Frank Lecrone Email: frank@aquaphoenixsci.com Website: Water Quality Testing Products | AquaPhoenix Scientific LinkedIn: Frank Lecrone | LinkedIn Guest Resources Mentioned AquaPhoenix Scientific Aliquot – AquaPhoenix's Water Management Software QR-coded Custom Test Kits (AquaPhoenix EndPoint® ID) Scaling UP! H2O Resources Mentioned AWT (Association of Water Technologies) Scaling UP! H2O Academy video courses Submit a Show Idea The Rising Tide Mastermind American Red Cross Water You Know with James McDonald Question: What industrial water treatment word is derived from the Greek word meaning "claw?" 2025 Events for Water Professionals Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.
DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional. The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2025. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-12933Date of first use: November, 2025
The quickly growing prediction betting market raised fresh capital from Sequoia and CapitalG, according to someone familiar with the deal. Also, Point One Navigation, now valued at $230 million, is building out well beyond automotive. Learn more about your ad choices. Visit podcastchoices.com/adchoices
How To Prepare for a Valuation Negotiation Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Valuation is a negotiation, not a formula. Before negotiating valuation with the investor, prepare for the discussion. Consider these points of preparation: Know the current market and what other companies are selling for. This is known as comps or comparables. Have two to three examples of other company exits. Know what other startups are proposing for their valuation. Investors will have seen numerous valuations prior to yours, so it's best to know how you will compare. Decide on your floor valuation below which you will not go. This helps set the decision to walk away when the time comes. Determine your ideal valuation. This is not necessarily the highest valuation but rather the one that fits your overall valuation trajectory for the startup. It's best to map out your valuation from launch to exit so you know where you are trying to go. Finally, prepare to negotiate in good faith with all investors. Avoid the games and work to identify and articulate the values in the business. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _________________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.
In today's Tech3 from Moneycontrol, we break down the government's big labour code update that mandates IT salaries be paid by the 7th of every month. We also dive into the blockbuster year for VCs with Rs 15,000 crore in IPO exits, Meesho's $5.9 billion listing plans, and an exclusive with Uniphore CEO Umesh Sachdev on why AI rivals NVIDIA, AMD, Snowflake and Databricks invested together. Plus, Groww's first results post-IPO reveal profit up but revenue dipping.
Zak Mir talks to Alexander Selegenev, Executive Director, TMT Investments, after the venture capital company investing in high-growth technology companies, announced that it will today commence an on-market share buyback programme for an aggregate consideration of up to US$2,000,000. The Company's board of directors believe that the current share price trades at a significant discount to the Company's intrinsic value. The purpose of the Programme is therefore to seek to take advantage of this discount to enhance Net Asset Value (NAV) per share, reduce the Company's share capital, and return value to its shareholders. Quick snapshot: who TMT is and what they own TMT is a listed investment company focused on technology, media and telecoms ventures. Founded nearly 15 years ago, the firm has backed more than 100 companies across the US, Western Europe, the UK and Estonia. Its portfolio includes several high-growth names that have achieved large multiples on real exits, and the group reports an IRR since inception of over 14%. Key portfolio highlights include a material holding in Bolt, several profitable growth companies such as Sandbird, and other scalable businesses that are already generating cash. TMT also holds liquid, publicly traded US stock totalling around US$12 million that can be sold if needed. Despite that mix, the market capitalisation for TMT has been trading well below the value of its assets, at roughly a 60% discount to NAV. Why the buyback matters The board's stated purpose is straightforward: use the buyback to enhance NAV per share, reduce share capital, and return value to shareholders while taking advantage of the discount. Management has framed the decision as both a prudent capital allocation and a signal that they see the shares as undervalued relative to the company's intrinsic holdings. Put simply, when a listed vehicle holds large stakes in businesses that are profitable or have credible exit paths, repurchasing shares at steep discounts can be an efficient way to convert latent value into realised shareholder benefit. Conservative valuation, transaction-first approach TMT emphasises a conservative, transparent approach to valuing its portfolio. Rather than relying heavily on convenient multiples, the company values most holdings using actual transactions where possible. As of the most recent reporting, only about 15% of the portfolio value was derived from multiples. The rest is grounded in verifiable cash exits or market-based evidence. This transaction-first method matters for two reasons. First, it reduces the subjectivity that often plagues private asset valuations. Second, it gives buyers and existing shareholders more confidence that the headline NAV is meaningful and not merely an academic number. Why the London market discounts investment companies There are several forces pushing listed VC-style investment companies to trade at discounts. A few of the main contributors are: Market risk aversion. Volatility and macro uncertainty make investors prefer simple, liquid stories over diversified, private-rich portfolios. Focus on the negatives. When you hold dozens of companies, the market tends to fixate on weaker performers instead of the winners. Timing uncertainty for exits. Investors price in delays for IPOs or sales, which reduces near-term enthusiasm for NAV-based assets. Capital outflows from small caps. Structural flows away from smaller listed companies can suppress demand further. Those factors help explain why an investment company can be priced well below the sum of its parts, even when its largest holdings are sizable and verifiable. Portfolio depth and track record TMT's historical performance includes high-multiple exits and several successful growth stories. The team leverages decades of operating and investing experience to access deals, support scale-up, and realise value. For investors who cannot source and monitor multiple early-stage opportunities directly, a diversified vehicle like TMT offers scaled exposure with professional oversight. Examples mentioned by management include exits that delivered 50 times and 23 times the original investment, and a portfolio valuation that exceeds US$200 million. Those realised outcomes are a reminder that venture-style returns remain achievable, albeit uneven across companies. Why management is buying back shares now The buyback is both a practical move and a signal. Management believes the current market price significantly understates intrinsic value. Buying stock at a 60% discount can meaningfully increase NAV per remaining share, and it demonstrates the board's confidence in the portfolio's prospects. "You're paying 40p for a pound."That shorthand captures the essence of the opportunity as the board sees it: purchasing a claim on a dollar of underlying value for substantially less than its stated worth. How to evaluate this kind of opportunity When considering an investment in a listed, venture-style vehicle, the following checklist helps frame the decision: Valuation basis — Are portfolio values backed by cash exits or observable market prices, or are they largely multiples and estimates? Concentration risk — How much of the NAV is tied to a single holding and how comfortably can that position be realised? Liquidity profile — How easy would it be to monetise some holdings if capital was required? Exit pipeline and timing — Are there credible catalysts, such as planned IPOs or trade sale processes? Management track record — Does the team have a history of building companies, achieving exits and allocating capital well? Discount to NAV — Is the discount justified by legitimate risks, or does it reflect short-term market sentiment? Risk and timeframe Investing through a vehicle like TMT is not a short-term trade. Venture outcomes are irregular and often require patience, typically measured in years rather than months. Catalysts such as IPO announcements can rapidly re-rate a stock, but those events are timing-dependent. The buyback reduces share count and can accelerate per-share NAV accretion, yet it does not remove execution risk across underlying companies. Final thought TMT's share buyback is a clear, pragmatic response to a valuation gap. For investors comfortable with venture-style risk and a longer time horizon, buying into a diversified, transaction-valued portfolio at a substantial discount can be an attractive opportunity. As always, review the underlying holdings, assess the company's valuation methodology, and consider how the investment fits within your broader portfolio objectives.
In this episode, Sasha Orloff sits down with Dan Westgarth, COO of Deel, to explore how the company scaled to 37,000 customers, processes $22B in payroll, and recently raised a $300M Series E to power global hiring in 150 countries. They dive into the future of back-office automation, including real-time payroll, AI-driven operations, and the push toward a unified, seamless global HR and accounting stack. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at https://notion.com/startups/puzzle Puzzle
AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
In this episode, we dig into Function Health's massive $298M Series B and what this funding means for the fast-growing longevity and diagnostics space. In this episode, we break down how the company plans to scale its platform as it enters unicorn territory.Get the top 40+ AI Models for $20 at AI Box: https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, Jeff Malec sits down with Tom Holliday, founder and CIO of HIP Investments, for an in-depth conversation on reimagining multi-strategy investing in the commodity space. Tom shares insights from his distinguished career, from his early days at Refco to working with George Soros and launching both Titan Advisors and Hip Investments. Together, they explore the evolution from traditional fund-of-funds to collaborative, actively managed multi-strat funds, highlighting the advantages of diversification, portfolio construction, and innovative incentive structures for specialist traders. The discussion covers risk management tactics, the unique challenges and opportunities of commodity markets, and why institutional investors may be under-allocated to this asset class. Whether you're an investment professional or passionate about alternative strategies, this episode offers valuable perspectives on building resilient, high-performing portfolios in today's changing markets. SEND IT!Chapters:00:00-00:56= Intro00:57-12:56= Commodities Demand Attention: Navigating Trends, Valuation, and the Road Ahead12:57-28:27= Foundations of a Commodities Career: From Memphis Markets to Global Futures28:28-32:15= From Fund of Funds to Multi-Strat: Evolving Models in Investment Management32:16-44:37=Building HIP: Innovating Multi-Strat Strategies for Commodities44:38-59:27= Risk, Collaboration, and Incentives: Cultivating a Resilient Commodities Team59:28-01:13:19= Seizing Commodity Opportunities: Growth, Recruitment, and Market Evolution01:13:20-01:17:19= Commodities: The Case for Attention and AllocationDon't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts and our host Jeff at@AttainCap2, orLinkedIn , andFacebook, andsign-up for our blog digest.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visitwww.rcmalternatives.com/disclaimer
James Demmert says investors underestimated Nvidia (NVDA) into its earnings and overblew A.I. bubble concerns. He says the company's earnings justify its valuation, adding that the growth with Nvidia's current business model can continue through 2028. As for the SPX, James sees the index hitting 7,100 if the Fed cuts interest rates in December. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Mike Acton, head of research and strategy for North America at global real estate asset manager AEW, joined the latest episode of the REIT Report. He discussed why commercial real estate provides an anchor amid today's tech-driven market boom, how many smaller and retail investors are under-allocated to the sector, and why now could be the best entry point in a decade for real estate investment.Acton noted that the largest, most sophisticated institutional investors typically have real estate allocations that are anywhere from 10% to 15% of their portfolio. Within that real estate allocation, 10% to 20% might be in the listed space.“There's a lot of evidence that the leading investors are doing something very different than what a lot of smaller investors, certainly what a lot of retail investors, are not doing and probably should be,” Acton said.
When Anthony Sardain began developing Cavela in 2023, an AI startup that helps brands automate supplier sourcing, he did not foresee that new tariffs would drive customers to become increasingly wary of manufacturing products in China. Function Health, which offers a regular lab testing service to help people track their health, wants to change that by consolidating health data and making it usable for its customers by connecting that data to an AI model. To further that effort, the company recently raised $298 million in a Series B round led by Redpoint Ventures at a valuation of $2.5 billion. Learn more about your ad choices. Visit podcastchoices.com/adchoices
This interview was recorded on 10/28/2025 at the AICPA FVS Conference. Economic issues discussed are still relevant as of the publish date: 11/20/2025 On this episode we hear from Carla Nunes and Jim Harrington from Kroll right after their session at the 2025 AICPA FVS Conference on October 28 to discuss the post-election economic landscape focusing on tariffs, fiscal stimulus, and their impact on valuations and the cost of capital. Our guests highlight how recent government policies, trade uncertainties, and the rise of AI are shaping market sentiment, interest rates, and equity risk premiums, and emphasizes the importance of staying informed and adapting valuation approaches to rapidly changing conditions. ________________________________________ Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests: Carla S. Nunes, CFA, ABV, Managing Director, Kroll James P. Harrington, Director, Kroll Host: Nene Glenn Gianfala, CPA, ABV, Chaffe & Associations Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. JOIN: The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. IT'S VIRTUAL! STILL TIME TO REGISTER Business Valuation School - Dec 1-5, Live online PURCHASE SESSIONS: 2025 AICPA FVS Conference - you can purchase sessions and the handouts EARLY CAREER GUIDANCE: Welcome to a career in forensic and valuation services Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Cost of capital – basics and best practices in business valuation | FVS webcast archive The FVS Valuation Podcast archives Transparency in Private Market Valuations (2/27/2025) Macroeconomic Update 2024 - Cost of Capital & Valuation Impact (11/21/24) The New Normal: Cost of Capital in a Higher Interest Rate Environment (12/7/2023) ESG & the Cost of Capital (4/27/2023) LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com
This interview was recorded on 10/28/2025 at the AICPA FVS Conference. Economic issues discussed are still relevant as of the publish date: 11/20/2025 On this episode we hear from Carla Nunes and Jim Harrington from Kroll right after their session at the 2025 AICPA FVS Conference on October 28 to discuss the post-election economic landscape focusing on tariffs, fiscal stimulus, and their impact on valuations and the cost of capital. Our guests highlight how recent government policies, trade uncertainties, and the rise of AI are shaping market sentiment, interest rates, and equity risk premiums, and emphasizes the importance of staying informed and adapting valuation approaches to rapidly changing conditions. ________________________________________ Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests: Carla S. Nunes, CFA, ABV, Managing Director, Kroll James P. Harrington, Director, Kroll Host: Nene Glenn Gianfala, CPA, ABV, Chaffe & Associations Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. JOIN: The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. IT'S VIRTUAL! STILL TIME TO REGISTER Business Valuation School - Dec 1-5, Live online PURCHASE SESSIONS: 2025 AICPA FVS Conference - you can purchase sessions and the handouts EARLY CAREER GUIDANCE: Welcome to a career in forensic and valuation services Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Cost of capital – basics and best practices in business valuation | FVS webcast archive The FVS Valuation Podcast archives Transparency in Private Market Valuations (2/27/2025) Macroeconomic Update 2024 - Cost of Capital & Valuation Impact (11/21/24) The New Normal: Cost of Capital in a Higher Interest Rate Environment (12/7/2023) ESG & the Cost of Capital (4/27/2023) LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com
Join Scott Bogman and Pat Fitzmaurice as they tackle YOUR questions LIVE on Discord on the 3rd Tuesday evening of each month at 5 PM ET at fantasypros.com/chat. Timestamps: (May be off due to ads) Intro - 0:00:00 Dynasty Player Debates - 0:00:57 Reality Sports Online - 0:07:35 Tetaira McMillan or Omarion Hampton? - 0:08:51 Trading for Drake Maye - 0:11:57 Staying Positive During Rebuilds - 0:14:43 2027 1st Round Pick Valuations - 0:20:17 Texans Rookie WRs Outlook - 0:23:20 FantasyPros Discord - 0:26:23 Full Blown Rebuild + Trading AJ Brown - 0:27:12 Daniel Jones’ Valuation - 0:32:25 Aaron Rodgers’ ROS Outlook - 0:36:54 Past Trade Recap - 0:40:35 FantasyPros Trade Anaylzer - 0:43:48 Trading for Justin Jefferson - 0:44:48 Should You Trade Jonathan Taylor This Offseason? - 0:48:47 Improving Your Roster For Fantasy Playoffs - 0:54:11 Long Term TE Upgrades - 1:00:40 Trading Colston Loveland - 1:03:30 Best Trade Deadline Targets - 1:06:47 Outro - 1:09:42 Helpful Links: Reality Sports Online - By now, most of you have probably heard of Reality Sports Online, the powerful Fantasy Sports platform where Owners get to build and manage their Fantasy team like an NFL General Manager. But, the question is, have you tried it? It’s time to go see what all the buzz in the dynasty community is about. If you like what you see, use the promo code "FANTASYPROS" to receive a 10% discount on your team or league today! Fantasy Just Got Real at RealitySportsOnline.com. Dynasty Rookie Draft Simulator - Our Dynasty Rookie Draft Simulator lets you complete a mock in minutes with no waiting between picks! Customize your league settings to match your league’s exact format. Premium subscribers can test trade scenarios by mocking with their traded draft picks. Prepare for rookie drafts AND dynasty startup drafts in one place! Use the Dynasty Rookie Draft Simulator to dominate your rookie draft today at fantasypros.com/simulator! Trade Analyzer - Evaluate trades with confidence using FantasyPros' Trade Analyzer. Instantly see the impact of trades on your team and get expert recommendations. Whether you're making a 2-for-1 deal or swapping a couple draft picks for that stud who will help you win now, the Trade Analyzer will help you optimize your roster and make smarter decisions. Try the Trade Analyzer today at fantasypros.com/myplaybook or on the Fantasy Football My Playbook app and dominate your league! Join us on Discord - Join our FantasyPros Discord Community! Chat with other fans and get access to exclusive AMAs that wind up on our podcast feed. Come get your questions answered and BE ON THE SHOW at fantasypros.com/chatSee omnystudio.com/listener for privacy information.
In this episode, Frank La Vigne sits down with Itay Haber, CEO of Data Noetic, to unpack how AI is revolutionizing supply chain management. Forget spreadsheets and dashboards—Data Noetic is building an autonomous digital brain that proactively tackles delivery bottlenecks and bridges the gap between scattered data and process improvement.You'll hear real-world tales of missed bathroom tile deliveries, multi-million dollar construction delays, and the true impact of getting ahead of supply chain hiccups before they snowball. The trio explores how agentic AI isn't just hype: it's driving tangible results, saving time, boosting KPIs, and reimagining how companies of all sizes make decisions. From pharmaceuticals to consumer packaged goods, discover why trust, transparency, and agility are the new gold standards in supply chain operations—and how data-driven agents just might become indispensable.Tune in for a masterclass that balances digital wisdom with a dash of dry wit, and learn how emerging tech is helping organizations deliver on time, in full, and with a whole lot less existential angst.Time stamps00:00 "Autonomous Supply Chain Optimization"06:01 "Optimizing On-Time Delivery Failures"07:27 Proactive Warehouse Order Management13:06 "Aligning Perception with Reality"15:08 "Streamlining Order Fulfillment Process"18:18 "AI Revolutionizing Problem Coordination"22:18 "Data Validation and AI Insights"25:04 Predictive KPI Monitoring with Gen AI27:09 Clarifying Questions for Assistance31:37 "Tailored Software Delivery Models"34:35 "AI's Role in Complex Industries"37:00 "AI Focus and Value Debate"42:37 "AI Bubble and Valuations"46:43 AI's Transformative Impact on Jobs48:17 AI Enhances Jobs, Not Replaces51:44 "AI: Boom, Bust, Transformation"57:38 "AI, Data, and Change"
In a business appraisal, the numbers will always matter — but how they're communicated can have just as much impact on value. Charlie Stanton, CFA and founder of Stanton Valuation Advisors, believes every valuation tells a story. Drawing from his work in estate planning, litigation, and succession, he explains how storytelling can transform the way a business's worth is understood. This episode explores the eight elements every appraisal story should include, why owning your narrative builds buyer trust, and how a clear, consistent story can make your business more saleable. In this episode, you will: Learn how to communicate risks without hurting your valuation Understand the impact of transfer restrictions and illiquidity on appraisal outcomes Understand why regulatory appraisals differ from deal-market valuations Highlights: (00:00) Meet Charlie Stanton (03:01) Why every valuation is really a story (09:31) Building trust with a transparent narrative (14:52) Valuation for different purposes (17:14) Fair market value vs. market value explained (21:00) Understanding control and marketability discounts (27:44) The difference between appraisers and deal advisors (33:22) Advice for owners who want to increase business value Resources: For past guests, please visit https://www.defendersofbusinessvalue.com/ Follow Charlie: Connect on LinkedIn: https://www.linkedin.com/in/charles-stanton-cfa-b8172591/ Email: charlie@stantonvalue.com Learn more about Stanton Valuation Advisors: https://stantonvalue.com/ Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Instagram: https://www.instagram.com/defendersofbusinessvalue/ Facebook: https://www.facebook.com/bvdefenders
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: The views shared on this show are the hosts' opinions only and should not be taken as financial advice. This content is for entertainment and informational purposes.
Sam Stovall is surprised by the market pullback but, citing historical trends, thinks December could “see an improvement.” He argues the Fed and valuations are the two reasons the market is experiencing weakness: valuations “made the market vulnerable” and the trigger is concerns the Fed won't cut rates in December. Sam also previews Nvidia (NVDA) earnings and explains what he's watching for in the report.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
If you've been punting your estate planning all year, this is your wake-up call. In this episode, I bring in Griffin Bridgers—a recovering attorney who lives in this space—to tear down the myths and get you moving before the holidays eat your calendar. We get real about why estate planning slips to the bottom of the list: nobody wants to think about death, and everybody swears they'll “get to it later.” Later rarely comes. We start with basics that most people still miss: your will's validity, witness requirements, and why “perfect is the enemy of good.” Get the core documents done, then build the habit of revisiting them as your life changes—because it will. Your family changes. Your relationships change. Your appointees change. Set-and-forget is a fantasy. Review is the job. Then we crack open the myths: “The bank has my beneficiary, so I'm covered” (no, that's not a plan), and “my attorney has the originals, so I don't need to track anything” (do your people even know how to reach that attorney—or if they're still practicing?). This is where good intentions die and heirs get stuck. Business owners—this one's for you. Your buy-sell is not a checkbox. It's a minefield of human behavior, valuation drift, liquidity shortfalls, “I'm done working but still own 50%” scenarios, and spouses who don't agree with your sweetheart deal. If you don't define the rules, a judge will. Griffin's core punchline is simple: death is never easy, but you can make it easier. Start with the “who” and the “how.” Review your will, trusts, POAs, and—crucially—the people you've named. Educate them on their roles. Create an instruction manual so someone can actually run the playbook when you're gone. Then get your corporate docs in one place, with minutes and filings current. Organize first. Then review. Then fix. Watch the full episode here: https://youtu.be/7ZRs0r_XCVsAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.
UAD 3.6 is no longer some far-off deadline. It's happening. The limited-production phase has begun, and Rocket Mortgage is gearing up to start sending actual UAD 3.6 appraisal orders out the door. In this episode, Hal sits down with Rachel Robinson of Rocket Mortgage to talk through what appraisers really need to know now.Rachel breaks down the biggest misconceptions about manufactured housing, what they've already put in place for the UAD rollout, the internal hurdles they've overcome, and how appraisers can get prepared before those first orders hit their inbox.At The Appraisal Buzzcast, we host weekly episodes with leaders and experts in the appraisal industry about current events and relevant topics in our field. Subscribe and turn on notifications to catch our episode premieres every Wednesday! You can find the video version of this podcast at http://www.youtube.com/@TheAppraisalBuzzcast or head to https://appraisalbuzz.com for our breaking news and written articles.
Southern Sun CEO Marcel von Aulock breaks down the group's 5% revenue rise and strong domestic performance; Trevor Manuel shares exclusive insights from the B20, saying the G20 remains too important to abandon despite unpredictable member states; Allan Gray's Pieter Koornhof on valuation-oriented investing; and Lorato Tshenkeng unpacks how strategic communication is shaping media, policy and digital engagement across Africa. SAfm Market Update - Podcasts and live stream
This week, Santi joined Jonah & Avi on the 1000x podcast to discuss Bitcoin breaking $95k, why crypto valuations are struggling, how AI and traditional markets offer better value and clearer cash-flow stories, and why the next era of winners will be real applications, not infrastructure. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4676Sob Apple: https://bit.ly/4etlBMd – Follow Santi: https://x.com/santiagoroel Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod. Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century. Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/ -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- Mantle is pioneering ""Blockchain for Banking"" as a revolutionary new category that sits at the intersection of TradFi and web3. Key elements for Mantle as the ""Blockchain for Banking"": Transactions posted to the blockchain Compatibility with TradFi rails Integrated DeFi features Mantle Network, the access layer — transforms Mantle Network into a purpose-built vertical platform — the blockchain for banking — that enables financial services on-chain. Mantle leads the establishment of Blockchain for Banking as the next frontier. Follow Mantle on X (@Mantle_Official) for the latest updates on Mantle as the 'Blockchain for Banking'. -- Timestamps: (01:11) Crypto's Valuation Problem (04:41) Crypto vs the Stock Market (07:55) Crypto's Valuation Problem Cont. (12:49) Ads (Zcash, Katana) (14:03) Is This Time Different? (18:19) Valuations vs Active Users (21:33) Future of Blockchain (25:12) Bitcoin vs Crypto (29:07) Crypto Needs Cash Flows (32:24) Ads (Zcash, Katana) (33:38) Underwriting New Chains (40:52) Western Union Thesis (43:58) Equity vs Token Holders (46:30) The Future of Blockchain Investments (49:46) Missing the Forest for the Trees (54:06) Ads (mantle) (55:05) Still Bullish Bitcoin (59:20) Institutional Interest in Crypto (01:05:26) Final Thoughts -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Did you know that you can sell your business without giving up your brand, your team, and your legacy? This episode introduces a unique type of buyer, one who invests in your business without taking it over. You'll learn how to get paid, keep running your company with its brand and culture intact, and have multiple opportunities for additional cash in the future. View the complete show notes for this episode. Want To Learn More? Business Exit Plan & Strategy Checklist | A Complete Guide M&A Basics: Building a Sellable Business M&A Guide | The 4 Types of Buyers of Businesses Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.
In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with Jim Stevenson, CEO of Bletchley Group, about how companies can achieve real transformation by aligning strategy, people, processes, and products. Drawing from his leadership experience at The Guardian and in global retail and digital businesses, Jim shares practical insights on breaking down silos, redesigning teams, and putting customer experience at the center of change. You'll discover: Why true transformation starts with intentional, top-down culture change How discovery and learning at every level drive alignment and innovation What an 18-month horizon means for embedding sustainable change Why curiosity is a must-have hiring trait for every team How small operational shifts—like seating strategy and cross-functional collaboration—accelerate decisions And how balanced turnover and succession planning keep organizations adaptable and competitive If you're leading transformation, managing growth, or rethinking how people and strategy connect, this conversation offers a practical roadmap for making change stick. About Our Guets: Splitting his time between Los Angeles and London, Jim Stevenson is the Founder and CEO of Bletchley Group, a renowned International Growth Consultancy with 24 years of expertise in strategy, transformation, and growth. He established Bletchley Group with a fundamental belief that while technology is powerful, it should always serve a meaningful purpose. Jim's unique value stems from his diverse background, having worked in numerous roles across various companies, enabling him to identify growth opportunities and achieve great results for his clients. He is also: Partner at Spark Collective International, an M&A firm, Chair of Kompas Health, a fast-growing Telehealth business expanding into the USA and Chair of MediMusic, a digital therapeutics startup helping patients with dementia and chronic pain. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.
From fix-and-flip investor to Founder and Owner of the #1 real estate team in California and #3 in the United States, Sam Khorramian has been driven by “pigheaded determination.”Sam talks through primary drivers of his success, including “wow” experiences, a differentiated business model, and a roll-up strategy for business growth. He explains why it made sense to go from independent brokerage to a team brokered by LPT Realty.Learn to acquire complementary businesses outside of the three most common ancillaries and RESPA requirements with no money out of your own pocket - with an example of how those deals are structured. And learn how to make your real estate team a more valuable acquisition target. Watch or listen for Sam Khorramian's insights into:Why pigheaded determination is a leadership superpowerTapping into the unquantifiable power of “wow” experiences (inspired by Ritz Carlton)Pioneering a new business model when launching a new brokerage (with a caution from Mike Ferry)How a 100% commission, $300/month model worked for agents and for the brokerageGrowing 2.5-3x by partnering with LPT RealtyCreative business acquisitions outside of the common ancillaries and RESPA requirementsWays to structure a no-money-down acquisition through seller financing, asset-based loans, and other strategies (with a specific example)Why real estate teams becoming more valuable than brokeragesAt the end, learn about underdogs, expensive passions, and masterminds.Mentioned in this episode:→ Big Block and LPT Realty (webinar) https://youtu.be/-kMlDY4KLuk→ The New Gold Standard (book) https://www.josephmichelli.com/yournewgoldstandard.com/→ Epic Network https://epicnetwork.com/→ Mango Automotive https://www.mangoautomotive.com/Connect with Sam Khorramian:→ https://www.instagram.com/the9thzero/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Overview: Tune into this week's episode of Launch Financial as we discuss a retreat in the markets over artificial inteligence valuation concerns and the tech bubble. All eyes remain on whether the Federal Reserve will be able to cut interest rates at their December meeting as the probability has tumbled from over 90% a month ago. For any questions or inquiries, email info@shermanwealth.com Show Notes:
join wall-e's tech briefing for tuesday, november 18th as we explore top tech updates: ramp's astronomical growth: fintech giant ramp achieves a $32 billion valuation with new $300 million funding, reaching over 50,000 customers. doordash data breach: breach exposed user info, excluding sensitive data, from a social engineering attack. no evidence of fraud detected. meta's content protection: introduces facebook content protection tool to prevent unauthorized use of reels and support creator rights. google expands ai travel tools: global rollout of "flight deals" and "canvas" tools, enhancing travel planning with ai-enhanced features. jeff bezos' new venture: joins project prometheus as co-ceo, aiming to transform engineering with ai, backed by $6.2 billion funding. tune in tomorrow for more tech insights!
On Monday, Luminal announced $5.3 million in seed funding, in a round led by Felicis Ventures with angel investment from Paul Graham, Guillermo Rauch, and Ben Porterfield. Also, as U.S. giants like Google, OpenAI, and Anthropic race to develop the large language models that underpin their AI products, startups such as Sakana AI, Mistral AI, DeepSeek, and AI 21 Labs are carving out their own niche with specialized models designed for specific regions, industries, or unique features. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode, our host sits down with Gary Plant, PeerNova's Valuation Risk Leader and Subject Matter Expert (SME), to explore what true regulatory readiness looks like in today's fast-moving valuation risk landscape. Uncover why traditional monthly or quarterly IPV cycles no longer meet regulatory expectations, how fragmented infrastructures slow firms down, and why valuation teams need more transparent, agile, and scalable controls to keep pace.Learn how Cuneiform® for Valuation Risk helps firms modernize IPV, achieve real-time oversight, reduce human middleware, and deliver audit-ready transparency across the valuation lifecycle.Gary answers the following questions:What are the biggest challenges firms face in achieving regulatory readiness for valuation risk? How are regulators pushing firms toward daily (or real-time) valuation oversight?What structural and operational barriers prevent modernization?Why do firms need a single, strategic solution to meet increasing demands and reduce manual processes?How does Cuneiform® for Valuation Risk address these challenges with real-time execution, transparency, and compliance alignment?
L'Europe aurait tort de sous-estimer la menace russe. Partisane de la force, la Russie dispose de troupes importantes et a moins d'états d'âme que les Européens. L'Europe a des moyens et des compétences, encore faut-il qu'elle ait la volonté politique et une certaine unité. Ce sont certaines des conclusions d'un rapport de l'IFRI rendu public le 4 novembre 2025 : Europe Russie, Évaluation des rapports de force. Avec : - Tatiana Kastoueva-Jean, directrice du Centre Russie/Eurasie à l'IFRI (Institut français des relations internationales), co-autrice du rapport : «Europe-Russie : évaluation des rapports de force».
Valuations for many stocks in the S&P 500 are at sky high levels, and for many of these companies, the math on the growth projections simply doesn't add up, which historically has been catastrophic for investors when the music stops playing. Welcome to Retire with Ashley, your guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and today, I am joined by Kevin Caron, senior portfolio manager and co-founder at Washington Crossing Advisors. Here's is today's interview segment with Kevin Caron…
Join Sammy Gordon, Jimmy Ibrahim and special guest Paul Dem to discuss how Buyer's Agents have transformed the Australian property market and the current investing landscape. The conversation covers the evolution of buyer's agents including why their presence in the market has exploded over recent years and what impact that's had on both investors and retail buyers. Paul Dem shares his personal journey from working in commercial real estate and property development through to his current role at APS, giving insight into the practical skills and strategic mindset required to succeed as a BA. The trio then break down why using a Buyer's Agent is almost essential in today's competitive market. Gear up for a punchy and insightful discussion about how much the property game has changed, why buyer's agents now play a crucial role, and what investors should be thinking about to succeed moving forward. School of Property is the ultimate education destination to master property investment, with a curriculum meticulously designed and crafted with both beginners and experts in mind. Whether you are a complete novice, or you're ready to take things to the next level in your portfolio, this is the program for you! To find out more, head to www.schoolofproperty.com.au If you loved this episode please send it on to someone who would take some value, and please give us a 5 star review if you haven't yet and are loving the poddy! If you want your question answered on our podcast DM us on our socials or email us at apsteam@australianpropertyscout.com.au Send us your questions to: Instagram: @australianpropertyscout Want to book a call with us: Website: https://australianpropertyscout.com.au Any information, comments, opinions or content that we provide in this podcast is our general observations and information only and it is not to be taken as, or in any way, considered to be financial advice, accounting advice, superannuation advice or legal advice. We strongly recommend all and any listener and participant to obtain their own independent financial advice, accounting advice, superannuation advice and legal advice before acting in any way in relation to any investment at all including any investment in property such as what we might be discussing in this podcast. No warranty, guarantee or representation is to be taken and you cannot reproduce it in any way. Every persons financial or investment situation is different and you must consider your own circumstances before undertaking any investment and be sure to obtain independent advice. Australian Property Scout Pty Ltd | License Number: 10094798 | ABN: 64 638 266 369 Chapters (00:01:30) Welcome (00:06:30) Paul Dem's Journey Into Property & APS (00:11:30) Why APS & The Value of Buyer's Agents (00:16:30) The Explosion of Buyer's Agents & Market Impact (00:21:30) Off-Market Deals, Valuations & Insider Knowledge (00:26:30) Demand, Herd Mentality & Capital Concentration (00:31:30) Strategies: Buy & Hold vs. Advanced Investing (00:36:30) Navigating Rapid Growth & The Importance of Timing (00:41:30) Portfolio Management, Risk, and Market Median Myths (00:46:30) The New Investing Landscape & BA Competition (00:51:30) Regulation, Education, and Safeguarding Investments (00:56:30) Continuous Learning, Team Culture & Closing Thoughts
Valuations for many stocks in the S&P 500 are at sky high levels, and for many of these companies, the math on the growth projections simply doesn't add up, which historically has been catastrophic for investors when the music stops playing. Welcome to Retire with Ashley, your guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and today, I am joined by Kevin Caron, senior portfolio manager and co-founder at Washington Crossing Advisors. Here's is today's interview segment with Kevin Caron…
AI Hustle: News on Open AI, ChatGPT, Midjourney, NVIDIA, Anthropic, Open Source LLMs
In this episode, Jamie and Jaeden discuss the impressive growth of Scribe, an AI company that recently achieved a $1.3 billion valuation. They explore how Scribe helps businesses automate workflows by observing user activities and recommending AI solutions. The conversation also delves into the potential for individuals to become AI consultants, leveraging their expertise to help organizations implement AI strategies effectively. The hosts emphasize the importance of understanding metrics and the value of AI in enhancing productivity and efficiency in various industries.Our Skool Community: https://www.skool.com/aihustleGet the top 40+ AI Models for $20 at AI Box: https://aibox.aiSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Gaurav Bhasin is the founder and managing director of Allied Advisers, an M&A advisory firm whose principals have completed over 100 sell-side transactions for software and tech founders. After two decades in investment banking and tech M&A, Gaurav is a sell-side advisor to B2B software founders who have built successful businesses and want to explore selling their companies. Allied Advisers typically works with founders selling their businesses for $20M–$200M, helping them prepare materials, run a competitive process, and negotiate terms. We discuss how today's M&A market looks very different from the 2021 bubble. Valuations have normalized, deal timelines have increased, and buyers are more disciplined. But the demand for profitable, steadily growing SaaS companies is stronger than ever. Gaurav breaks down strategic and private equity buyers, what metrics matter most, how AI influences valuations, and why most founders underestimate the emotional and operational effort required to sell. For practical founders thinking about an exit in the next few years, this episode provides clear expectations and tactical guidance. Key Takeaways Profitable Growth Wins — Buyers prefer SaaS companies growing 20–50% with real profits over faster revenue growth fueled by burn. Metrics Drive Valuation — Net retention above 110%, gross retention above 90%, and >75% gross margins increase valuation and buyer interest. Run a Real Process — A single buyer gives you no leverage. Multiple qualified buyers improve pricing, terms, and closing certainty. AI Is Lipstick — But Real — You don't need to be AI-native. Practical AI that improves product, margin, or GTM still increases buyer interest. Quote from Gaurav Bhasin, founder and managing director of Allied Advisers "The good news for SaaS founders is that the private equity community has raised about $1.5 trillion of capital, and more is being raised. And they also have access to debt. So there's $7 trillion of dry powder to do deals. Private equity is not paid to sit on the cash. And they love recurring revenue software. "Private equity investors will typically move much faster than strategic buyers. Strategics will take a while. You need a business unit sponsor to buy into the vision, and then they will push the corporate to do the deal. But with the private equity, they will look at your financial metrics and if you fit in, they can move pretty fast. "The one caveat with private equity compared to strategic is they generally pay a little bit less than the strategics because strategics have established distribution and GTM for higher growth, so private equity will index more on the financials." Links Gaurav Bhasin on LinkedIn Allied Advisers on LinkedIn Allied Advisers website 2025 Vertical SaaS Report - Allied Advisers Podcast Sponsor – Fraction This podcast is sponsored by Fraction. Fraction gives you access to senior US-based engineers and CTOs — without full-time costs or hiring risks. Get 10 to 30 hours per week from vetted and experienced US-based talent. Find your next fractional senior engineer or CTO at fraction.work. You can start with a one-week, risk-free trial to test it out. The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com. Practical Founders CEO Peer Groups Be part of a committed and confidential group of practical founders creating valuable software companies without big VC funding. A Practical Founders Peer Group is a committed and confidential group of founders/CEOs who want to help you succeed on your terms. Each Practical Founders Peer Group is personally curated and moderated by Greg Head.
Valuations for many stocks in the S&P 500 are at sky high levels, and for many of these companies, the math on the growth projections simply doesn't add up, which historically has been catastrophic for investors when the music stops playing. Welcome to Retire with Ashley, your guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and today, I am joined by Kevin Caron, senior portfolio manager and co-founder at Washington Crossing Advisors. Here's is today's interview segment with Kevin Caron…
Send us a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:07 - Thinking Machines Lab Eyes $50-60B Post-Money Valuation01:00 - Anysphere (Cursor) $2.3B Raise Triples Valuation to $29.3B02:14 - Clio (LegalTech) Hits $5B Valuation on $500M Series G03:00 - Skims Raises $225M at $5B Valuation04:06 - Scribe's Workflow Automation Hits $1.3B Valuation05:24 - WisdomAI Raises $50M Series A06:20 - Wonderful Raises $100M Series A Only 4 Months Post-Stealth07:30 - Blue Origin Lands Booster!08:39 - Anthropic $50B Direct Data Center Build-Out + Europe Expansion10:45 - OpenAI Chips Act Expansion Push12:15 - Cerebras Systems Multibillion Guyana Sovereign AI Deal13:23 - Sweet Security Raises $75M Series B14:42 - World Labs' Marble 3D World Model Launches Commercial15:52 - ElevenLabs Celebrity Voice Deals
A sell-off in the Nasdaq and several major tech firms continues to fuel investor concerns over A.I. valuations while hopes of an interest rate cut by the Fed's December now only stand at 50 per cent. UK Chancellor Rachel Reeves is reportedly now set to scrap her manifesto-breaking plan to hike income tax after all as voter and party anger swells. Siemens Energy posts FY adjusted profit of 600 per cent and boosts its guidance with A.I. data centres continuing to drive energy demand. CEO Christian Bruch tells CNBC his company is well positioned to meet the needs.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
European equities opened broadly lower, with all major indices in the red as sentiment soured following weakness in APAC trade; FTSE 100 lags.US equity futures are weaker across the board in pre-market trade as Tech continues to lag on valuation concerns. GBP/USD is in focus this session following reports that Chancellor Reeves has scrapped plans for an income tax rate hike, a move seen as increasing fiscal risks ahead of the November 26th budget.Gilts experienced a volatile session, with the benchmark plunging from 93.37 to 92.07, but has since rebounded modestly on reports around UK forecasts.UKMTO notes of incident off the coast of UAE's Khor Fakkan [near the Strait of Hormuz], believed to be state activity; Vessel is transiting towards Iranian territorial waters.Looking ahead, speakers include ECBʼs Cipollone & Lane, Fedʼs Bostic, Schmid & Logan. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Ever wondered what goes on in a private investor's mind when they're evaluating your business? This episode takes you behind the curtain to get a buyer's perspective on what truly matters in a deal. You'll learn how to overcome a stubborn mindset, the importance of transparency, and why a buyer partnership might be exactly what you need. View the complete show notes for this episode. Want To Learn More? M&A Guide | The 4 Types of Buyers of Businesses 8 Signs You Aren't Ready to Sell Your Business Reducing Concentrations of Risk Before Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.
Stocks sold off today, especially in tech. More fears around the valuations in the AI trade hitting some high-momentum names. One bright spot: health care. Bernstein analyst Lance Wilkes breaks down his top picks. Cursor CEO Michael Truell on the company's latest fundraise and valuation, nearly tripling in just five months. Plus, our Melissa Lee on some popular insurance schemes that offer huge savings on medications – but could put patient lives in danger. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tony Zhang with OptionsPlay believes Nvidia (NVDA) is trading at its best forward P/E since Liberation Day. He offers an example options trade and makes the case for long-term investors to buy into the stock as it lingers in correction territory. Tony turns to a much different industry through his trade in FedEx (FDX), but he makes a similar case that the stock is at a discount to its peers.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
PREVIEW. AI in the Marketplace. Elizabeth Peek examines AI in the marketplace regarding the spectacular rise of stocks and related "bubble talk." While the core story is intact, valuation issues persist. AI dominates conversations about productivity and hiring. C-suite candidates must be conversant with AI to be considered for jobs. 1954