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Today's show: Alex moderates a TWIST VC Roundtable with Jason, Paige Doherty (Behind Genius), and Altimeter's Megan Reynolds about the state of early-stage venture capital. They break down the rise of secondary markets as a key liquidity path for VCs, analyze the resurgence in M&A activity from major players like Meta, Databricks, and OpenAI, and question whether inflated ARR figures from YC startups are distorting valuations. Jason shares his year-zero investment thesis and offers tactical advice on secondary structuring and identifying high-quality revenue. Whether you're raising, investing, or building, this episode delivers essential insights into the evolving early-stage landscape.Timestamps:(0:00) Episode Teaser(1:28) Meet our panelists!(2:37) Will secondaries replace traditional M&A?(10:10) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(14:28) Has M&A actually bounced back?(20:06) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(25:35) Secondary market advice, just for founders(30:10) Retool - Visit https://www.retool.com/twist and try it out today.(32:49) Why is it so hard for emerging managers to raise funds?(38:28) Seed funds: the math is not mathing(52:07) Why early investors become “collateral damage”(56:31) The importance of revenue quality in early-stage startups(1:06:43) Quick Fire Question Round!Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpLinks from episode:Altimeter: https://www.altimeter.com/homeBehind Genius: https://www.behindgeniusventures.com/Follow Meghan:X: https://x.com/MeghanKReynoldsLinkedIn: https://www.linkedin.com/in/meghankreynolds/Follow Paige:X: https://x.com/paigefinnnLinkedIn: https://www.linkedin.com/in/paigedoherty/Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:10) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(20:06) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(30:10) Retool - Visit https://www.retool.com/twist and try it out today.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This week on Bits + Bips, the panel tackles the biggest themes driving crypto: Circle's triumphant IPO, ETH's institutional tailwinds, and the fast-shrinking Bitcoin supply on exchanges. Plus, what Gemini's IPO ambitions tell us about the state of exchanges, and whether Ram's call for a BTC breakout is about to hit. Also on the docket: Is Circle really worth its sky-high valuation? Why exchange fees are stuck in the 1970s ETH: the quiet trade that might be heating up Oh, and yes, they talk about the Trump–Elon feud too
Today's show: Jason and Alex dive into why Y Combinator startups are raising at sky-high valuations with relatively low ARR—what does that mean for investors and founders? VC funds are slowing down and returning to pre-ZIRP pacing, signaling a reset in the market. Plus, in this week's Office Hours, Sean Steigerwald, founder of CustomerIQ, demos his AI sales agent that lives in your inbox, drafting follow-ups using CRM context. It's a deep look at early-stage investing, startup efficiency, and where AI is headed in enterprise.Timestamps:(0:00) Episode Teaser(2:09) Jason's Singapore trip recap and SoCal update(9:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(11:40) New rumblings from Mistral; is the French AI startup catching a tail wind?(19:40) Fidelity Private Shares℠ - Visit https://fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.(26:23) VC investing pace is slowing... what does this mean for founders(29:42) INBOUND - Use code TWIST10 for 10% o your General Admission ticket at https://www.inbound.com/register (Valid thru 7/31)(33:33) Founders' guide to raising capital(36:31) Gen AI companies are growing FAST but are there concerns about churn?(42:46) Is YC still worth it? Debating paper gains vs. DPI as metrics.(52:18) Office Hours with Sean Steigerald from Customer IQ: managing active users and more.Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpLinks from episode:Customer IQ: https://www.getcustomeriq.com/Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(9:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(19:40) Fidelity Private Shares℠ - Visit https://fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.(29:42) INBOUND - Use code TWIST10 for 10% o your General Admission ticket at https://www.inbound.com/register (Valid thru 7/31)Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Hey, Note Closers! In this episode of The Note Closer Show, Scott Carson dives deep into the world of reverse mortgages and how to potentially profit from them! Scott walks through the process of evaluating a tape of 52 reverse mortgages, offering insights into identifying deals, assessing property values, and understanding the foreclosure process in different states. Learn how to analyze potential profits, estimate rehab costs, and navigate the complexities of HUD and BPOs. Whether you're a seasoned note investor or just starting out, this episode is packed with actionable information to help you make informed decisions.Here's What You'll Discover:Reverse Mortgage Overview: Understand the basics of reverse mortgages, including how they work, why they default, and the potential equity involved.Tape Analysis: Learn how to analyze a tape of reverse mortgages, including key data points like BPO, estimated full payoff, and foreclosure status.State-Specific Foreclosure Processes: Discover the differences in foreclosure timelines between states like Oklahoma and North Carolina and how that impacts your investment strategy.Valuation & Rehab: Strategies for evaluating property values, estimating rehab costs, and determining if a property is worth foreclosing on vs. selling as-is.BPO & Due Diligence: The importance of obtaining Broker Price Opinions (BPOs) and conducting thorough due diligence, including title reports and interior inspections.Profit Calculation: Walk through calculating potential profits, considering factors like money costs, closing costs, and potential returns at foreclosure auctions.Property Examples: Review of real property examples, including analysis of estimated values and rehab estimatesThe 8-9 reverse mortgages that look attractive.Don't forget to like, subscribe, and hit the notification bell so that you are the first to know about new episodes and note investing strategies!Conclusion:Evaluating reverse mortgages can be overwhelming. In this episode, Scott breaks it all down to make it manageable. Make sure to perform the due diligence to determine a property's real potential!Map of the NotesWatch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest
What separates good leaders from great ones? Mental strength. In this episode of Behind The Numbers With Dave Bookbinder, we're unpacking the psychology of leadership with Scott Mautz—CEO of Profound Performance and author of The Mentally Strong Leader. Scott brings deep insight from his executive tenure at Procter & Gamble and shares how the same mindset tools he used to lead at the highest level can be developed by anyone. You'll learn: Why mental strength—not just technical skills—is what drives results The six "mental muscles" that define today's most effective leaders: Confidence, Boldness, Fortitude, Decision-Making, Goal Focus, and Messaging How to assess your own mental fitness and build the capacity to thrive under pressure This isn't soft skills fluff—it's a hard-edged look at how mental resilience fuels performance, productivity, and purpose. Whether you're leading a team, a company, or just trying to lead yourself more effectively, this conversation delivers actionable strategies that can shift your trajectory. About Scott Mautz: SCOTT MAUTZ, author of THE MENTALLY STRONG LEADER, is the founder and CEO of Profound Performance, a keynote, training, and coaching company. Mautz is a former Procter & Gamble executive who successfully ran four of the company's largest multi-billion dollar businesses, he is also the multi award-winning author of Leading from the Middle, Find the Fire, and Make It Matter. Scott has been named a “CEO Thought-leader” by The Chief Executives Guild and a "Top 50 Leadership Innovator" by Inc.com, He is faculty on reserve at Indiana University's Kelley School of Business for Executive Education and is a top instructor at LinkedIn Learning. Get your free mental strength assessment here: https://scottmautz.com/mentallystrong/ 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.
Adam Coons says there's more risk than reward when it comes to Palantir (PLTR). "There's no question" that the company has a great outlook, says Adam, but sky-high valuations gives him a bearish near to mid-term outlook. He talks about ways the A.I. narrative played a role in its explosive growth and how it compares to Nvidia (NVDA). Tom White turns to bullish and bearish example options trades for Palantir.======== 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
Kyle Bergacker sees opportunities in the equity market, driven by earnings growth and a resilient economy. He notes that the labor market is showing some cracks, with revised-down jobs numbers and rising claims, but believes the Fed will continue to watch this closely before making any rate cuts. His stock picks include Novo Nordisk (NVO), Huntington Ingalls (HII), and Onsemi (ON). He also sees upside potential for silver, particularly in the face of market volatility.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – 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
As Aucklanders digest their new property valuations, questions are being raised over whether using these CV's are the best way to work out rates.
Council valuations or CV's for Auckland's 630-thousand homes have decreased by an average of 9 percent. For many, the drop is unnerving and a tough pill to swallow, especially after the highs of 2021. But property experts have said the CV is just a taxation tool, and homeowners shouldn't let it influence their decisions. Felix Walton reports.
Today's Post - https://bahnsen.co/4dVYgCC Market Rundown and Insights on Policy, Valuation, and Small Cap Opportunities In this Monday edition of Dividend Cafe, the host provides a comprehensive market analysis, noting flat to modestly positive performance across major indices and sector performance. Key topics include public policy developments, valuation metrics, and the impact of trade tariffs. The episode also highlights long-term investment lessons with reference to top-performing S&P companies and offers insights into small cap vs. large cap dynamics. Updates are provided on U.S. Senate's work on the significant bill, employment trends, and economic data from both the U.S. and China. The episode concludes with a preview of upcoming topics and encourages viewers to access further resources on the Dividend Cafe homepage. 00:00 Introduction and Market Overview 00:24 Market Performance and Sector Highlights 01:17 Encouragement and Resources 02:18 Valuation Metrics and Market Analysis 05:03 Small Cap vs. Large Cap Performance 06:07 Trade Tariffs and Company Strategies 06:58 Interest Rates and Employment Trends 08:03 Currency Movements and Market Leaders 10:14 Public Policy and Legislative Updates 14:16 Economic Indicators and Housing Market 15:56 Conclusion and Upcoming Topics Links to mentions of Apple and Amgen: https://economictimes.indiatimes.com/news/international/us/apple-stock-drops-1-5-after-wwdc-2025-keynotedid-apples-big-ai-reveal-and-siri-upgrade-fail-to-meet-investor-expectations/articleshow/121734860.cms?from=mdr https://www.barchart.com/story/news/32784272/how-is-amgen-s-stock-performance-compared-to-other-pharmaceuticals-stocks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Eric Yuan turned a simple belief into Zoom, the platform that kept the world moving through a once-in-a-century shutdown and redefined modern work. On this episode of Grit, the Zoom CEO shares why velocity beats size, how a family-first ethos powered his leadership during COVID, and why the coming wave of AI dwarfs the original internet boom. He details how he's refreshing Zoom's culture for 7,500 people, opting for virtual deal calls over in person meetings, settling into life as an empty-nester, and keeping Zoom nimble enough to outpace Big Tech and the next wave of AI startups.Guest: Eric S. Yuan, Founder & CEO of ZoomChapters: 00:00 Trailer00:44 Introduction01:47 Walking with swagger03:48 Extremely exciting moment10:05 Classic innovators' dilemma12:59 Laser-focused bandwidth17:56 Family first: lead by example22:09 Everybody was doing their road shows25:34 The entire world was dependent28:04 Community care31:57 Valuation and a co-founder35:17 A lot of unhappy days39:25 Building Zoom for consumers46:57 Holograms?52:01 Home53:23 Huge competition, high velocity1:00:33 Where companies get wrong1:04:52 Giving back1:13:12 Who Zoom is hiring1:13:24 What “grit” means to Eric1:14:24 OutroMentioned in this episode: Webex by Cisco, Glean, Apple, HP, Netscape, Yahoo, Brian Armstrong, Emilie Choi, Coinbase, New Limit, Elon Musk, Windy Hill, Magic Leap, Rony Abovitz, Jony Ive, OpenAI ChatGPT, Bill McDermott, ServiceNow, Carl EschenbachLinks:Connect with EricXLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins
Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Hey, welcome to another episode of Making Billions, I'm your host, Ryan Miller and today I have my dear friend Chris Taylor. Chris is the co-founder and CEO at Fractional AI, an AI service provider grounded in engineering excellence to support private equity fund managers to increase the value of companies they've invested in. As the CEO of fractional AI, Chris has scoped hundreds of applied AI projects, from complex workflow automations to new product launches. So what does this mean? Well, it means that Chris and his team at Fractional AI are leading the charge for fortune 250 companies to increase valuations, reduce operational complexities and improve returns for shareholders when they succeed.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Chris Taylor is the co-founder and CEO at Fractional AI.[THE HOST]: Ryan is an Angel investor in technology and a recovering CFO.Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.
Valuations serve as a key headwind for Spotify (SPOT), though LikeFolio's Andy Swan sees little to no downside in the company. "Everything's going Spotify's way," says Andy, pointing to the streamer taking over radio's market share and overthrowing Apple's (AAPL) iTunes as the primary digital streamer for music. He argues the biggest risk to Spotify is the unknown.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – 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
Send us a textJuan Zavala joined New Markets Venture Partners in 2019 and is a Partner. He is responsible for sourcing, evaluating, and executing new investment opportunities as well as supporting existing portfolio companies and firm operations. He serves as a Board Director for Brains and Motion Education, Nexford University, and CreatorUp, and as a Board Observer for App Academy, BetterLesson, Censia, Climb Credit, Concentric Educational Solutions, Datapeople, Motimatic, and Regent Education. He is also actively involved with Mantra Health and Acceleration Academies.
Today's guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group. In today's episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of interval funds. Then, Kim covers the challenges and opportunities in the interval fund space, and the potential for innovation with different asset classes, and best practices for advisors and investors interested in these products. (0:00) Starts (0:34) Introduction of Kim Flynn (1:47) Understanding interval funds (8:41) Future trends and innovation in closed-end and interval funds (15:38) Valuation and liquidity concerns in interval funds (20:19) Accessibility and indexation of interval funds for retail investors (30:36) Exploring farmland and "forever fund" concepts (32:49) Private credit, venture capital, and sector-specific interval fund potential (38:16) Guidance for financial advisers on interval funds (46:46) Outlook for interval funds (49:15) Kim's most memorable investment ----- 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
In this Power Producers Podcast episode, David Carothers is joined again by Kevin Ring, lead analyst at the Institute of Work Comp Professionals. In this Shop Talk session, they take a deep dive into the crucial topic of the valuation date and its significance in workers' compensation policies. While last week's discussion highlighted the importance of leading with workers' compensation, this episode shifts gears to discuss why understanding the valuation date is vital for businesses. David and Kevin unpack the complexities of the valuation date—what it means, why it matters, and how it can impact a company's experience mod. Kevin shares expert insights into how this date plays a central role in determining a company's future workers' compensation premiums and why it's essential to monitor open claims carefully. Key Highlights: What is the Valuation Date? Kevin explains that the valuation date is when insurers submit crucial data to the Rating Bureau, affecting a company's experience mod and future premiums. Impact of Open Claims Kevin discusses how open claims, even with high reserves, impact the experience mod just as much as settled claims. Timing of the Valuation Date The valuation date occurs 18 months after policy inception. Kevin highlights how policy changes affect this timing. Managing Claims for the Valuation Date Kevin emphasizes the importance of tracking open claims early and working with adjusters to ensure accurate reserve updates. Dividends and Profit Sharing Understanding the valuation date can impact eligibility for dividend programs and profit sharing, boosting business benefits. Agent's Role in Claims David advises agents to be proactive in managing claims, educate clients, and collaborate with adjusters for better outcomes. Connect with: David Carothers LinkedIn Kevin Ring LinkedIn Kyle Houck LinkedIn Visit Websites: Power Producer Base Camp Institute of WorkComp Professionals Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Ben Kelleran of Kontrarian Korner to discuss Sable Offshore, a company attempting to revive the Santa Ynez oil unit off the California coast. They explore the high-stakes nature of this investment, dissect the complex legal battles with California regulators, and assess the upside potential of the project if full production is achieved. The conversation covers Sable's SPAC history, economics, leadership, refinancing plans, and what needs to happen for the company to fully restart operations and generate significant returns.______________________________________________________[00:00:00] Introduction and sponsor message[00:01:59] Guest Ben Kalleran joins[00:03:02] Overview of Sable Offshore[00:04:15] SPAC history and asset deal[00:06:23] Legal/regulatory hurdles explained[00:09:12] Why Exxon sold the asset[00:12:32] Sable's CEO and management[00:15:13] Current production status[00:17:13] Economics and ramp potential[00:20:46] Valuation compared to peers[00:24:02] Equity raise explained[00:27:49] Debt refinancing plans[00:29:56] Legal timeline expectations[00:34:14] Fire Marshal's role discussed[00:41:12] Takings claim details[00:43:40] All-clear signal for investors[00:47:56] Why O&G funds are hesitant[00:49:57] Key dates and next stepsLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer
Use Angels for the Initial Fundraise Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. In the earliest stages of the fundraise, angels are often a better fit than venture capitalists. VCs come into the round when there's strong traction and the business is well-formed. Angels are go-to-market investors and like to come in early when the valuations are relatively low. The terms sheet is typically a convertible note or SAFE note, where the valuation is not set. Most angel investors are follow-on investors and are not going to take the time to set the terms and valuation of the deal. They just want to be in the deal and will write a $25K or $50K check to do so. They'll let a lead investor set the valuation in a later round. In the early stages, it can be hard to set the valuation since there are still many unknowns. Valuation is more easily set when the revenue traction is clearly defined. Start your fundraisers with family and friends. As you draw the circle wider, go to angel investors. Bring a solid growth story with some revenue. Revenue demonstrates product and market validation. The product works, and people will pay for it. Delay pursuing VCs till there is more traction. 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: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group Please , share, and leave a review. Music courtesy of .
Send us a textIn this episode of the Private Practice Survival Guide, we discuss how private practice owners can accurately assess their total financial benefit from the business—not just their salary. We explore how to calculate net profit, factor in perks and discretionary expenses, and account for non-recurring costs to get a comprehensive view of the owner's true earnings. This knowledge is critical for succession planning, business valuation, and personal financial strategy. Understanding your financial benefit also helps in making more informed decisions about future investments and growth opportunities. Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book
Matt Werner, managing director & senior portfolio manager at Chilton Capital Management, joined the latest episode of the Nareit REIT Report podcast to discuss why investing in an active REIT strategy today is attractive for a number of reasons.Werner said tariff-induced volatility is a “perfect environment” for an active REIT strategy “because we're able to take advantage of things that we think are selling off more than they should or trimming things that maybe are outperforming our expectations.”He added that across almost all property types, REITs are seeing “growing dividends at the same time as being on the cusp of accelerating earnings.” Valuations also look “pretty fair, especially relative to equities. They look extremely undervalued relative to the historical averages.”
The managing director at Pathstone discusses the firm's philosophy for making deals, how it values firms, and how employees can build equity in the company. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Pragmatic Investor, James Foord, talks macro flows and dynamics in the market (0:40). Interesting international picture - has something fundamentally shifted? (6:20) Valuation can only take you so far (11:00). Robinhood, HIMS and other favorite stocks right now (13:45). Energy Transfer and picking oil players (16:15). Owning bitcoin and/or bitcoin proxies (20:40). CoreWeave, Nebius and AI (25:00). Bearish on Super Micro Computer (26:25). Still a Tesla bull (28:30).Show Notes:No Growth, No Margins, No Thanks: Why I'm Out On SMCII'm Loading Up On Energy TransferNebius: Hyperscaler Aiming For HypergrowthEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Tyler Vinson is pioneering the future of real estate investing. As the CEO of REtokens, the platform is already recognized as one of Proptech Outlook's Top 10 Commercial Real Estate Solutions Providers for 2024.***DON'T KNOW WHERE TO START WITH FRANCHISING? Grab Bob Bernotas' free course for a limited time only at edu.franchisewithbob.com/ideal***Why listen to the interview with CEO Tyler Vinson[00:00-04:57] Starting in tokenized RE[04:58-08:31] Liquidity and Real Estate Tokens[08:32-09:36] Process and Regulations[09:37-15:30] Trading Tokens I[15:31-16:36] Sponsor: Franchising made easy[16:37-18:49] Trading Tokens II[18:50-29:23] Valuation and Investment Strategies[29:24-32:19] Future Prospects[32:20-36:46] Millionaire Next DoorCheck his stuff at https://retokens.com/Any questions?*** Grab my 10k/month passive income strategy and weekly newsletters at https://tinyurl.com/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing
In this episode, Hal welcomes a long-time friend and first-time guest, Andy Arledge—founder of Freedom Appraise. Andy's a familiar face in the conference world, and with speaking gigs lined up at ATA and the Appraisal Summit, we knew it was time to get him on the mic. We dive into his journey into the appraisal world, the challenges of adapting to UAD 3.6, and how tech is reshaping the future for appraisers. Will innovation bring opportunity—or early retirement—for some in the field? Tune in for a look ahead.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!
Is your performance management system helping your team thrive—or holding them back? In this episode of Behind The Numbers With Dave Bookbinder, we're joined by JJ Ghatak, founder and CEO of Onloop, who shares how he's rethinking team assessment and development for the modern workplace. Drawing from his leadership experience at Uber and his journey as an angel investor, JJ offers a deep dive into how AI—particularly generative AI—is transforming the way teams set goals, receive feedback, and grow together. We unpack: The fundamental flaws in traditional performance management systems Why goal clarity and continuous feedback are critical for high-performing teams Onloop's innovative five-layer team management framework: energy, targets, superpower feedback, blind spots, and micro-coaching How to combat burnout while fostering personal and team growth The evolving responsibilities of leaders and managers in the AI era JJ also shares his predictions on the future of work, highlighting why soft skills and human judgment are becoming even more valuable in an AI-driven world. Whether you're a business owner, team leader, or advisor helping organizations adapt to change, this episode offers powerful insights into aligning business goals with human potential. About Our Guest: JJ (Projjal) Ghatak, the visionary founder and CEO of OnLoop, is at the forefront of revolutionizing team assessment and development. With an impressive background that includes leadership roles at Uber and Accenture, Projjal has established himself as a seasoned executive in strategy and operations. Armed with an MBA from Stanford, he has chosen Singapore as the base for his entrepreneurial endeavors. As the CEO of OnLoop, Projjal leads a diverse and global team, spearheading the transformation of the future of work through the company's innovative approach. With his extensive experience and strategic vision, Projjal is reshaping the industry by leveraging cutting-edge technologies and empowering teams to reach their fullest potential. Under his guidance, OnLoop continues to disrupt traditional paradigms and deliver game-changing solutions in team assessment and development. 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.
Featured Guests: Jason Shuman, general partner, Primary VC | Eleonore Crespo, CEO and co-founder, PigmentElon Musk's xAI is seeking a $113 billion dollar valuation as he doubles down on AI dominance after stepping away from the White House. Chime is finally going public at less than half its peak valuation, but with serious growth claims. And Mary Meeker, the “queen of the internet,” warns AI players like OpenAI are racing toward commoditization amid cheaper global rivals.DOWNLOAD PUBLIC: Public.com/ventureInvest in everything—stocks, options, bonds, crypto. You can even earn some of the highest yields in the industry—like the 7% or higher yield you can lock in with a Bond Account. Public is a FINRA-registered, SIPC-insured platform that takes your investments as seriously as you do. Fund your account in five minutes or less at public.com/venture and get up to $10,000 when you transfer your old portfolio.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 7%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 5/15/2025. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. *Terms and Conditions apply.
Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
On Episode 598 of The Core Report, financial journalist Govindraj Ethiraj talks to Nikhil Dhaka, Vice President, Primus Partners. We also feature an excerpt from our upcoming interview with Nigel Pont from our Build On Blockchain series.SHOW NOTES(00:00) Stories of the Day(01:09) Rich valuations put pressure on markets again(04:09) Oil prices are climbing once again, crossing $65 a barrel(05:50) OECD says US growth will slow to 1.6% from 2.8% the previous year(07:34) India Inc's expenditure and interest costs are muted(08:27) Why China's clamp down on rare earth exports is causing panic world over(18:07) How tech is enabling humanitarian cash transfers in Afghanistan and Syriahttps://www.investing-referral.com/aff303For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Scott Blasdell, Portfolio Manager and Don San Jose, Chief Investment Officer of the U.S. Value Team at J.P. Morgan to discuss what value means today, looking for quality within value, why valuation still matters, why the wine business is in trouble, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. J.P. Morgan Disclosure: Investing involves risks, including loss of principal. J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Learn more about your ad choices. Visit megaphone.fm/adchoices
Do you have a collection of anything? Comics? Toys? Baseball cards? Records? Whatever? Ok, if you have such a collection, do you know what it's worth. That is to say… The post e373. Collecting Value. Understanding Valuation in Popular Culture appeared first on The VoxPopcast.
Welcome to our inaugural mailbag. I grew up worshipping the mailbags of Bill Simmons (Grantland) and Drew Magary (Deadspin). We needed one of our own.If you have a question for next month, drop it in the comments. And please give us five stars!!!This month's questions:* Career Screw-up Story – “You ask CFOs for mistakes. What's yours?” (Matthew from CO)* OnlyFans Valuation – “Is OnlyFans worth $8B?” (Lewis from MN)* Excel Model Versions – “What's the highest version number you've had in a model?” (Rebecca from MA)* Creative CAC Strategies – “What are some non-digital, low-cost customer acquisition strategies that actually work?” (Justin from FL)* Zombie Startups – “How many companies are 'default dead' but don't know it yet?” (Jackie from NY)* Cursed Model Tabs – “What's the worst tab name you've ever seen in a financial model?” (Tyler from MA)* Misunderstood Metrics – “What's one metric everyone pretends to understand but misuses?” (Rob from SF)* Finance-core Moments – “What's your most finance-core moment?” (Collin from SF)* Profit vs. Valuation in Startups – “Why don't more startups aim to be profitable businesses, not just high-valuation assets?” (Gregg from FL)Run the Numbers is brought to you by Zenskar.Zenskar is an AI-powered order-to-cash platform that automates billing, revenue recognition, and SaaS reporting — no spreadsheets, no engineering required. Built for modern B2B companies, Zenskar supports any pricing model: subscriptions, usage-based, or complex custom contracts.Step into the future of finance today. Visit zenskar.com/rtn and book a demo! Get full access to Mostly metrics at www.mostlymetrics.com/subscribe
On today's episode, Clay is joined by Tim Koller to discuss all things valuation. Tim is the lead author of Valuation: Measuring and Managing the Value of Companies which is the #1 best-selling guide to business valuation. This book—now in its eighth edition—has sold more than one million copies, and is used as a textbook at top business schools such as Wharton School, University of Chicago, MIT, INSEAD, Tuck School of Business, and Northwestern University. As a Partner at McKinsey & Company, Tim combines broad cross-sector experience with decades of service to clients in value creation, corporate strategy, capital-markets issues, and M&A transactions. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:45 - How companies create shareholder value. 05:13 - The common misconceptions related to creating shareholder value. 13:54 - How managers should think about return on invested capital. 28:08 - Why it's so common for managers to not take a long-term approach. 33:16 - How return on invested capital impacts a company's valuation. 46:30 - How Tim thinks about the vast differences in returns we've seen in the US relative to Europe. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Tim's book: Valuation. McKinsey's website. McKinsey's insights: McKinsey on Finance. Related Episode: TIP577: Valuation Masterclass w/ Aswath Damodaran. Follow Tim on LinkedIn. Follow Clay on LinkedIn & X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch DeleteMe Fundrise Vanta The Bitcoin Way Unchained CFI Education Onramp Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://premium.theinvestorspodcast.com/ Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Welcome to Business Lunch! Join Roland and Ryan as they discuss the changing landscape of subscription businesses. This episode is a must-listen for entrepreneurs, business owners, investors, and anyone interested in understanding why the subscription model that once seemed like a golden ticket is now facing serious challenges. Learn how to adapt your business strategy in an era of subscription fatigue and changing consumer preferences.Highlights:"If you're not a utility, you're probably a nice to have.""Consumers don't love subscriptions. Businesses and investors do.""The time to value needs to be measured in minutes, if not seconds.""Shadow Subscription Revenue is the new game in town."Timestamps:00:00 - Introduction 0:01:02 - Discussing the JP Morgan Stock Recommendation0:02:55 - Amazon's Role in Online Purchasing Trust0:06:33 - Subscription Fatigue and Pandemic Impact0:11:51 - Macroeconomic Factors Affecting Subscription Value0:16:47 - Post-Subscription Economy Models0:20:27 - Result-Based Subscription Pricing0:22:34 - Advice for Struggling Subscription Businesses0:25:30 - Valuation and Recurring Revenue Insights0:27:47 - Alternative Approaches to Recurring Revenue0:28:15 - ConclusionCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier
Sports Geek - A look into the world of Sports Marketing, Sports Business and Digital Marketing
Sports Geek Rapid Rundown is a daily sports business podcast curated by Sports Geek Reads. We publish it on Sports Geek twice per week. In this episode: Explore the high-stakes stadium negotiations in Kansas City, how NIL deals are changing NBA draft dynamics, Real Madrid's record $7.1 billion valuation, and Meta's AI assistant reaching one billion users - all curated by Sports Geek Reads. Subscribe at https://sportsgeekhq.com/rapidrundown.
How much is Google Chrome worth to Alphabet (GOOGL)? That's a question Kevin Green weighs when looking at Alphabet's valuation if the company is forced to divest its Chrome search browser. He talks about the other aspects of Alphabet's business that still make it an "undervalued" Big Tech company. Dan Deming turns to an example options trade for the Mag 7 giant.======== 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
The momentum in the gold sector continues to build, and it's now filtering into the juniors. In this episode of the KE Report, we speak with Brian Leni of Junior Stock Review to unpack what he sees as a true shift in sentiment and market behavior toward gold exploration and development companies. "We're finally seeing good news get rewarded." Brian discusses the shift from bearish sentiment to bullish action as gold prices remain strong and financing picks up across the junior space. Topics covered include: - Why this market feels different from past cycles, and how it compares to 2016 and 2020 - Brian's portfolio strategy: holding vs. trimming, and rotating into new names - Standout companies and valuation gaps, including Thesis Gold - His views on M&A as a key exit strategy in a rising market - Whether other commodities like copper, nickel, or lithium are offering enough value right now Brian also shares how he identifies high-probability takeover candidates and why the best opportunities still lie in companies where value hasn't caught up to price. Follow Brian's work at Junior Stock Review and sign up for his newsletter to track his top picks.
For the first time as a host combination, Ben, Dan, and Cameron sit down to discuss the most controversial topics in personal finance. We begin with identity and how it informs decision-making. Then, we revisit the renting versus buying debate, why this remains a highly controversial topic, the ins and outs of income investing, and understating the fervor of dividend investing. We also unpack FIRE as a branch of self-help; how it informs happiness; and how personality influences one's approach to the FIRE principle. To end, we closely examine Bill Bengen's 4% rule, and the Aftershow encourages us to maintain high podcasting standards while revealing what you can look forward to in our latest Rational Reminder t-shirt release. Key Points From This Episode: (0:01:25) Cameron's positive LinkedIn experience regarding insurance. (0:08:10) How identity informs decision-making. (0:15:24) Why renting versus buying a home remains a controversial topic. (0:27:50) Income investing, covered calls, and the fervor of dividend investing. (0:46:34) FIRE: Financial independence, retire early. (0:54:36) Unpacking FIRE as a branch of self-help, and the role of FIRE in happiness. (1:07:07) How personality and identity inform one's approach to FIRE. (1:10:34) Addressing the 4% rule. (1:14:16) The Aftershow: Setting and keeping high standards, and Rational Reminder t-shirts. Links From Today's Episode: Meet with PWL Capital — https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — https://www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca Rational Reminder Merchandise — https://shop.rationalreminder.ca/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/ Episode 358: Eli Beracha: An Academic Perspective on Renting vs. Owning a Home — https://rationalreminder.ca/podcast/358 Episode 214: Jay Van Bavel: Shared Identities and Decision Making — https://rationalreminder.ca/podcast/214 Episode 260: Prof. James Choi: Practical Finance — https://rationalreminder.ca/podcast/260 Episode 273: Professor Samuel Hartzmark: Asset Pricing, Behavioural Finance, and Sustainability Rankings — https://rationalreminder.ca/podcast/273 Episode 95: Scott Rieckens (Playing with FIRE): Finding Financial Education, Perspective, and Freedom — https://rationalreminder.ca/podcast/95 Episode 258: Prof. Meir Statman: Financial Decisions for Normal People — https://rationalreminder.ca/podcast/258 Bonus Episode - Prof. Meir Statman: A Wealth of Well-Being — https://rationalreminder.ca/podcast/2024/4/18/bonus-episode-prof-meir-statman-a-wealth-of-well-being Episode 230: Prof. Robert Frank: Success, Luck, and Luxury — https://rationalreminder.ca/podcast/230 Episode 135: William Bengen: The 5% Rule for Retirement Spending — https://rationalreminder.ca/podcast/135 Episode 164: Comprehensive Overview: The 4% Rule — https://rationalreminder.ca/podcast/164 Episode 357: AMA #6 — https://rationalreminder.ca/podcast/357 Morgan Housel — https://www.morganhousel.com/ ‘Renting vs. Buying a Home: What People Get Wrong' — https://www.youtube.com/watch?v=j4H9LL7A-nQ MobLand — https://www.imdb.com/title/tt31510819/ Ray Donovan — https://www.imdb.com/title/tt2249007/ Animal Kingdom — https://www.imdb.com/title/tt5574490/ Books From Today's Episode: Rich Dad Poor Dad — https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194 Self Help, Inc.: Makeover Culture in American Life — https://www.amazon.com/Self-Help-Inc-Makeover-American/dp/0195337263 Papers From Today's Episode: 'Motivated Numeracy and Enlightened Self-Government' - https://www.cambridge.org/core/journals/behavioural-public-policy/article/abs/motivated-numeracy-and-enlightened-selfgovernment/EC9F2410D5562EF10B7A5E2539063806 ‘Nevertheless, They Persist: Cross-country differences in homeownership behavior' — https://www.sciencedirect.com/science/article/abs/pii/S1051137721000590 ‘Rent or Buy? Inflation Experiences and Homeownership within and across Countries' — https://www.researchgate.net/publication/379974645_Rent_or_Buy_Inflation_Experiences_and_Homeownership_within_and_across_Countries ‘Dividend Policy, Growth, and the Valuation of Shares' — https://www.researchgate.net/publication/24102112_Dividend_Policy_Growth_and_the_Valuation_Of_Shares ‘Chapter 3 - Behavioral Household Finance*' — https://www.sciencedirect.com/science/article/abs/pii/S2352239918300046 ‘Common Risk Factors in the Returns on Stocks and Bonds' — https://www.sciencedirect.com/science/article/abs/pii/0304405X93900235 ‘The Dividend Disconnect' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2876373 ‘A Devil's Bargain: When Generating Income Undermines Investment Returns' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4580048 ‘The Financialization of Anti-Capitalism? The Case of the “Financial Independence Retire Early” Community' — https://www.tandfonline.com/doi/full/10.1080/17530350.2021.1891951 ‘High Income Improves Evaluation of Life But Not Emotional Well-Being' — https://www.pnas.org/doi/10.1073/pnas.1011492107 ‘Income And Emotional Well-Being: A Conflict Resolved' — https://www.pnas.org/doi/10.1073/pnas.2208661120
We welcomed Paul Reimer onto the podcast for a discussion around AI, technology, and the companies innovating in these areas. Paul shares views he's formed as a result of his extensive career and experience with technology and investment management, giving perspective on what we're seeing in the market today around technology stocks.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk. Hosted on Acast. See acast.com/privacy for more information.
The government's proposed $3 million Superannuation tax is capturing headlines and sparking fierce debate. In today's episode we break down the proposed changes, why they're controversial and everything you need to know. That's not all we unpack in another big episode of Equity Mates: WiseTech has made its biggest acquisition to date Uranium stocks are ripping BYD continues to outpace Tesla Why Aussie tech stocks reach such crazy valuations —------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
On Episode 593 of The Core Report, financial journalist Govindraj Ethiraj talks to Gulam Zia, Senior Executive Director - Research, Advisory, Infrastructure, and Valuation and Executive Director at Knight Frank.SHOW NOTES(00:00) The Take(07:53) Markets stay volatile as global cues weigh in(11:45) More foreign brokerages are upgrading their view on emerging markets including India(15:39) Indian students are not quite welcome in the USA(17:55) Young Indians want to buy houses now, in contrast to earlier approach of renting, many closer to health facilitiesListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Today I'm joined by Dan McCarthy, Associate Professor of Marketing at the Robert H Smith School of Business, for a fascinating discussion on how customer-based corporate valuations can be used to predict the future. Sponsored by https://www.b2bframeworks.com Brought to you in partnership with https://awardsinternational.com
Employee turnover is expensive—and preventable. In this episode of Behind The Numbers With Dave Bookbinder, we're tackling the hidden costs of turnover and the ROI of investing in your people. Dave is joined by Francie Jain, founder of Terawatt, a B2B marketplace for group coaching that Francie describes as “Airbnb for executive coaching.” Francie unpacks how scalable group coaching can help organizations drive learning, build psychological safety, and improve employee retention. The conversation explores the measurable and intangible impacts of turnover and burnout—and why professional development is the key to tackling both. You'll learn: How to calculate ROI on learning and development initiatives Why burnout is an organizational issue—not just an individual one Real-world examples of how coaching drives financial and cultural gains How leaders can foster engagement, empowerment, and better communication If you're looking for actionable ways to improve employee experience while improving your bottom line, this episode is for you. ----more----About Francie Jain: Francie Jain believes supporting people to achieve their potential creates a ripple effect for every community. After a career in alternative asset marketing (match-making for hedge funds), she became obsessed with the lack of professional support for individuals at crossroads. She founded Terawatt to make it easy to be great. Terawatt is Francie's third for-profit endeavor. Before Terawatt, Francie founded a community that helped people with career change, Nxt Chptr, and prior to Nxt Chptr, a third party marketing consultancy, West River Partners, that raised capital for Emerging Markets-based equity hedge funds. 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.
On this jam-packed episode of The Jay Thomas Show, the band gets back together for a fiery return — and they're not holding back. From shocking property valuation practices in West Fargo to scenic summer roadtrip memories and some lighthearted domestic bar décor negotiations, Jay and the crew serve up laughs, outrage, and sharp insight.
How should we value L1 tokens in crypto? Today's guest, Jonah Weinstein of Skycatcher, introduces RSOV—“Realized Store of Value”—a new metric designed to fundamentally rethink how we evaluate Layer 1 assets like ETH, SOL, and BTC. In this episode, we explore why traditional models like DCF and REV fall short for monetary assets, how RSOV works, and why it may be a better way to understand crypto's total addressable market. Tune in for a fresh perspective that could change how you analyze L1s forever. ------
In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Doug Garber, founder of the Pitch the PM podcast, to dissect Mammoth Energy (TUSK). They explore TUSK's mammoth (pun intended) cash holdings relative to its market cap, past challenges including fracking and Puerto Rico operations, and the implications of recent asset sales. Doug shares insights into TUSK's business segments, corporate governance under Wexford, and potential capital allocation strategies. They also discuss the strategic outlook with the upcoming CEO transition.______________________________________________________________________[00:00:00] Podcast introduction and episode setup[00:02:06] Doug Garber joins the discussion[00:02:51] Overview of Mammoth Energy's business[00:05:14] Settlement cash inflow explained[00:06:59] Market mispricing and cash outlook[00:10:00] Investor skepticism around Puerto Rico[00:14:07] Corporate governance and Wexford's role[00:18:02] Discussion on capital allocation strategy[00:24:32] Business transition from energy to industrial[00:30:24] Aircraft purchase controversy analyzed[00:34:16] Interim CEO and leadership transition[00:36:51] Expectations for new CEO direction[00:42:06] Valuation from appraised asset values[00:45:35] Wexford's investment performance evaluated[00:46:00] Downside protection and risk assessment[00:50:21] Final thoughts and wrap-upLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer
Chime, the consumer fintech powerhouse, just filed to go public on the NYSE. On this podcast we'll cover everything you need to know before they hit Wall Street
Right About Now with Ryan AlfordJoin media personality and marketing expert Ryan Alford as he dives into dynamic conversations with top entrepreneurs, marketers, and influencers. "Right About Now" brings you actionable insights on business, marketing, and personal branding, helping you stay ahead in today's fast-paced digital world. Whether it's exploring how character and charisma can make millions or unveiling the strategies behind viral success, Ryan delivers a fresh perspective with every episode. Perfect for anyone looking to elevate their business game and unlock their full potential.Resources:Right About Now NewsletterFree Podcast Monetization CourseJoin The NetworkFollow Us On InstagramSubscribe To Our Youtube ChannelVibe Science MediaSUMMARYIn this episode, host Ryan Alford and guest Brian Ludden, CEO of Ludex, discuss the booming trading card industry and the transformative role of technology. Alford shares his personal experiences with trading cards, while Ludden details his journey from derivatives trading to founding Ludex, an app that scans and values trading cards. They explore the challenges of accurately pricing cards, the impact of technological advancements, and the evolving market dynamics. The episode highlights the potential for growth in the trading card sector, emphasizing Ludex's role in modernizing the industry and enhancing the collector experience.TAKEAWAYSGrowth and evolution of the trading card industryPersonal experiences and nostalgia related to trading cardsIntroduction and features of the Ludex app for card valuationChallenges in accurately pricing trading cardsImpact of technology on the trading card marketSupply and demand dynamics within the trading card industryCommunity engagement and trading practices among collectorsThe role of subscription services and B2B platforms in the trading card businessFuture trends and potential for growth in the trading card marketImportance of data-driven strategies in enhancing collector experiencesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What if the key to a thriving workplace isn't strategy or technology—but genuine human connection? In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by Morag Barrett, founder of SkyeTeam and author of You, Me, We: Why We All Need a Friend at Work and How to Show Up as One. Morag shares compelling insights from her research and experience about the power of relationships at work—and why cultivating allies can be a game-changer for your career and your company. You'll discover: The four types of workplace relationships: allies, supporters, rivals, and adversaries How adopting an “ally mindset” can transform your leadership and team performance Practical strategies for setting boundaries, building trust, and dealing with toxic behaviors How generational differences influence workplace dynamics Why trust is the “secret sauce” for innovation and success This conversation is packed with real-world advice for leaders, managers, and anyone seeking to elevate their workplace culture. If you're looking to boost engagement, performance, and leadership credibility, this is one you won't want to miss. About Morag Barrett: Morag Barrett is proving that success in business isn't just about what you know - it's about who you know, and how you connect. Morag Barrett is on a mission to transform workplace connections. Morag has helped more than 15,000 leaders across 20 countries transform their workplace relationships from sources of stress into catalysts for success. She's the founder of SkyeTeam, a best-selling author, and was handpicked from over 16,000 candidates to join Marshall Goldsmith's prestigious 100 Coaches group. Listeners are invited to complete their complimentary Ally Mindset Profile: https://www.skyeteam.cloud/youmewe 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.
Miren Oca, the founder of Ocaquatics Swim School, a successful swim school business she started at 22 years old after becoming pregnant in college. Miren shares her inspiring journey from teaching swimming lessons to building a business with 165 employees, 5 locations, and 6,500 weekly swimming lessons. She discusses her focus on environmental and social responsibility, becoming a certified B Corporation, and the unique exit strategy she implemented using an Employee Ownership Trust (EOT), ensuring her business's legacy and continuing benefits for her employees. Miren explains the challenges and successes in setting up the EOT, why it was the best choice for preserving her company's values, and the profound satisfaction she has experienced through this exit route. 00:00 Meet Miren Oca: Founder of Ocaquatics Swim School 02:49 Starting a Business at 22 05:16 Building and Expanding Ocaquatics Swim School 07:43 Challenges and Successes in Business Growth 11:36 Exploring Exit Strategies 15:06 Introduction to Co-Ownership 15:23 Establishing the Trust and B Corp Certification 16:01 Valuation and Financing Options 16:56 Seller Financing and Profit Sharing 18:48 Building a Culture of Ownership 20:25 Reflections on the Transition 22:13 Financial Planning and Real Estate 25:13 Final Thoughts and Personal Reflections