Podcasts about valuations

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 Oklahoma City Thunder's analytics-driven dominance with their historic 68-14 record, learn how the Warriors transformed into the NBA's most valuable franchise at $9.14 billion, and discover MSG Sports' strategic business spin-off - all curated by Sports Geek Reads. Subscribe at https://sportsgeekhq.com/rapidrundown.

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: How is valuation done, How to invest globally, How to collaborate with another company and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun300

Today's Post - https://bahnsen.co/3S0zaIl Good Friday: Market Insights and Economic Updates In this Good Friday edition of Dividend Cafe, David discusses the state of the stock, bond, and banking markets as they close for the Easter weekend. The episode covers multiple topics including the impact of tariffs, the US bond market, and Chinese trade relations. It delves into the bond yield fluctuations, debunks the notion that foreign countries like China are manipulating the US bond market, and explains the human nature behind policy exemptions like those seen in the tech sector. David also touches on market valuations, the ongoing trade war with China, and the economic implications of potential tax policy changes. With a focus on providing clarity and perspective, the episode aims to address investor concerns amidst a volatile market environment. 00:00 Introduction and Market Overview 01:11 US Bond Market Insights 05:16 Tariffs and Trade Policies 07:07 Valuation and Market Trends 08:48 China Trade Relations 15:05 Economic Policy and Tax Objectives 18:39 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today, we explore the world of tools to break down Snap-on. Snap-on has been around for over 100 years and operates with over a $17 billion market cap. It has continuously evolved the straightforward model of selling tools to specialists, like mechanics, into a durable business model while carving out a leadership position in the professional tools market. My guest is Matt Fleming, portfolio manager at William Blair. Matt gets into what makes Snap-on stand out, the early days of tool innovation, the relationship-focused sales team built around a franchise model, and a financing program that dates back to the very early days. If you've only lived in the world of DeWalt tools, you'll have some fun learning about the professional world through Snap-On. Please enjoy this breakdown of Snap-on.  Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:02:22) Understanding Snap-on's Market and Customers (00:06:19) Snap-on's Rich History and Evolution (00:15:03) The Financial Dynamics of Snap-On's Franchise Model (00:19:42) Snap-on's Competitive Edge and Innovation (00:22:32) Snap-on's Financial Model and Growth Drivers (00:24:28) Breakdown of Tool Industry Segments (00:25:39) Challenges in the Evolving Auto Repair Market (00:28:38) Historical Performance During Economic Downturns (00:30:25) Margin and Cash Flow Analysis (00:34:16) Capital Allocation and Risk Management (00:41:41) Valuation and Market Comparisons (00:44:58) Key Lessons from Snap-on

This week we look at: Massachusetts Source Income and the Sale of Stock by a Nonresident Navigating the Valuation Landscape: Insights from Pierce v. Commissioner Personal Liability for Corporate Sales and Use Tax: An Analysis of Matter of the Appeal of B. Wageman Navigating the IRS's ERC Claim Processing Moratorium and "Risking" Procedures Jurisdictional Prerequisites in Tax Refund Suits: A Case Study of Estate of Robert F. Armitage, Deceased v. The United States Dependency Claims and Child Tax Credits: A Look at Correll v. Commissioner WT Art Partnership LP v. Commissioner: Charitable Contribution Deductions and Valuation Pitfalls Zajac v. Commissioner: Disallowance of Numerous Deductions and Upholding Penalties Hampton v. Commissioner: Public Policy and Disallowance of Shareholder Loss Deduction Revised SIFL Rates for Valuation of Noncommercial Flights: Revenue Ruling 2025-9 IRS Provides Limited Penalty Relief for Certain Micro-Captive Disclosure Statements The Demise of DeFi Broker Reporting: An Analysis of H.J. Res. 25

https://vimeo.com/1076132850?share=copy#t=0 https://www.currentfederaltaxdevelopments.com/podcasts/2025/4/16/2025-04-16-a-very-busy-week-as-the-deadline-approached This week we look at: Massachusetts Source Income and the Sale of Stock by Nonresident Navigating the Valuation Landscape: Insights from Pierce v. Commissioner Personal Liability for Corporate Sales and Use Tax: An Analysis of Matter of the Appeal of B. Wageman Navigating the IRS's ERC Claim Processing Moratorium and "Risking" Procedures Jurisdictional Prerequisites in Tax Refund Suits: A Case Study of Estate of Robert F. Armitage, Deceased v. The United States Dependency Claims and Child Tax Credits: A Look at Correll v. Commissioner WT Art Partnership LP v. Commissioner: Charitable Contribution Deductions and Valuation Pitfalls Zajac v. Commissioner: Disallowance of Numerous Deductions and Upholding Penalties Hampton v. Commissioner: Public Policy and Disallowance of Shareholder Loss Deduction Revised SIFL Rates for Valuation of Noncommercial Flights: Revenue Ruling 2025-9 IRS Provides Limited Penalty Relief for Certain Micro-Captive Disclosure Statements The Demise of DeFi Broker Reporting: An Analysis of H.J. Res. 25

Last fall, we put out a call for nominations for our first inaugural Buzzy Awards. We wanted to recognize outstanding appraisers and firms and others in the industry from around the country.In this episode, host Hal Humphreys chats with the winner of the Content Creator of the Year. They'll share the origin story behind one of the first-ever appraisal industry podcasts, reflect on thousands of episodes' worth of wisdom, and give us a look at what the future holds for appraisers in a rapidly changing industry. If you're in real estate, appraisal, or just love a good origin story, this one's for you.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!

For the past decade, U.S. stocks have stolen the spotlight. Fueled by the dominance of tech giants and ultra-low interest rates, American equities have outperformed much of the world—leaving many investors to wonder if there's any need to look beyond U.S. borders. But history—and current market conditions—suggest it may be time to take a fresh look at foreign stocks.A recent article from Sound Mind Investing by Mark Biller outlines why international markets could be poised for a resurgence. From valuation gaps and shifting fiscal policy to global capital flows and post-COVID economic trends, several factors are aligning that could make foreign equities an important part of a well-diversified portfolio again.Let's walk through the key highlights and insights from the article—and why this may be a wise moment to think globally in your investment strategy.Mark Biller is Executive Editor and Senior Portfolio Manager at Sound Mind Investing, an underwriter of Faith & Finance. Why Should U.S. Investors Consider Foreign Stocks?1. Diversification and Market DynamicsForeign stocks offer investors the opportunity to diversify—not just by geography but also by market behavior. While U.S. stocks declined by more than 4% in Q1 of this year, a common international fund used by Sound Mind Investing rose by over 8%. That kind of divergence underscores the value of spreading risk across global markets.Two decades ago, having 20% or more of your equity portfolio in international stocks was standard practice. However, as U.S. markets have surged over the last 14 years—outperforming foreign stocks by a factor of four—many investors have pulled back. History, however, suggests the pendulum could be swinging back.2. The Tech Bubble ParallelRemember the late 1990s tech boom? From 1995 to 1999, the S&P 500 rose more than 20% annually, driven largely by internet stocks. Sound familiar?After the dot-com bubble burst in March 2000, U.S. stocks stalled—gaining just 13% over the next 7.5 years. Meanwhile, foreign stocks soared, climbing 69% during that same stretch. Market cycles like this remind us that chasing performance can lead to missed opportunities elsewhere.3. A Price-to-Earnings DisparityCurrently, U.S. stocks trade at a P/E ratio of around 26—well above historical norms. Foreign stocks? Around 16. That's a significant valuation gap. While valuation alone doesn't indicate when markets will shift, it does suggest that the upside potential for international equities is greater—especially if investor sentiment begins to shift.4. Post-COVID Spending and Sector ShiftsCOVID-19 marked the end of a 40-year trend of declining inflation and interest rates. Since then, we've entered a new environment with higher inflation and rising rates—conditions that benefit the more industrial, less tech-heavy composition of many foreign markets.U.S. tech stocks, dominant in low-rate environments, may not fare as well moving forward. Foreign markets, which lean toward traditional sectors, could outperform in this new economic climate.5. Shifting Fiscal PolicyOne potential catalyst for foreign stock performance is shifting government policies. The U.S. has begun cutting back on spending, while other countries—facing rising defense needs and new trade dynamics—are ramping up.Historically, higher government spending boosts economic growth in the short term. If the U.S. tightens its belt while others open their wallets, we may see a reversal in relative market performance.6. The "Sequencing Risk" of Tariff Policies“Sequencing risk” is a dynamic in which the pain of policy changes is felt up front, while the benefits come later. For example, tariffs initially slow economic activity but are implemented in hopes of long-term economic independence and stability.This could reduce U.S. growth projections in the short term as some foreign economies accelerate. This divergence can significantly influence investment returns.7. Follow the MoneyFor decades, the global economy has operated under a system where the U.S. buys, and the rest of the world recycles its earnings back into U.S. assets. This has been a tailwind for U.S. stocks and bonds.But what happens if the U.S. begins importing less? Those recycled dollars may dry up—meaning less foreign investment in U.S. markets and potentially more reinvestment at home, in countries where those goods are produced. That shift could fuel a rally in international markets.8. It's Not Either/Or—It's Both/AndThis isn't about abandoning U.S. stocks. It's about recapturing the value of a globally diversified portfolio. With international stocks looking attractively priced and a number of tailwinds forming, now may be a wise time to add foreign exposure through mutual funds or ETFs.The impact could be substantial if global capital starts flowing back into foreign stocks.If your portfolio has drifted into a U.S.-only approach over the last decade, now may be the time to revisit your strategy. While no one can predict the future, wise stewardship includes preparing for it with thoughtful diversification.For a deeper dive into this topic, you can read Mark Biller's full article, “Time for Foreign Stocks to Shine?” at SoundMindInvesting.org.On Today's Program, Rob Answers Listener Questions:I want to buy an expensive watch. Is this being a bad steward of God's money? Where's the line between treating myself and overspending?I own a condo unit in a homeowners' association that has been assessed $870,000 for a roof replacement. The association claims the original contractor was paid $438,000 and ran away with the money. Are there any government agencies that can investigate this, and what rights do I have?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineSound Mind Investing | Time for Foreign Stocks to Shine? By Mark Biller Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

In this episode of Behind The Numbers With Dave Bookbinder, we're exploring what it really takes to build a thriving organization. Dave is joined by Jurriaan Kamer—co-founder of Unblock and author of Unblock: Clear the Way for Results and Develop a Thriving Organization. Jurriaan is a Dutch organizational change agent with a global perspective on how businesses can align strategy, empower people, and drive sustainable results. You'll hear how to: Align strategic decision-making with organizational goals Use leading indicators to drive business success Dismantle unproductive meetings and promote psychological safety Build a culture of trust, autonomy, and continuous improvement This episode is packed with practical insights for business owners, leaders, and anyone committed to fostering a more effective and human-centered organization. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: Jurriaan Kamer is a future-oriented organizational change expert, co-founder of Unblock (a modern management consultancy), and a keynote speaker. He's the author of 'Formula X' - a business novel inspired by the world of Formula 1.  His second leadership book "Unblock: Clear the Way for Results and Develop a Thriving Organization,"  is about unblocking organizations by rethinking strategy, decision-making, teamwork, and ownership. 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.

Dan Boston, Lead Manager of Polar Capital's International Small Company Fund (PCSCX), shares his perspective on why international equities may be poised for a resurgence. The conversation unfolds amid sharp market volatility following President Trump's announcement of sweeping new tariffs. With global markets down significantly, Dan and Mike explore the broader implications for asset classes including U.S. treasuries, oil, and international stocks. Tune in for a timely discussion on where global opportunities may lie in today's unsettled investment landscape. This podcast is sponsored by Fintool. Fintool is a comprehensive suite of AI-powered tools designed for modern fundamental research. Check them out at https://fintool.com/

$VOO (or SPY) and chill is a real strategy you can use during the volatile market. And why buy the Mag 7? Valuation is really cheap. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get the Top 10 stocks of 2025 from Seeking Alpha⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Limited Time offer on Trendspider - 2 week trials now - you won't get my tools until you sign up for a yearly plan, but it's a perfect time to try out Trendspider for less than $20 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠1. Alpha Pick Day - a strategy to scalp2. LVMH - sales down3. Tariffs4. VOO and chill during this5. Dan Niles - master class note - he's saying it might be a bottom6. Money is flowing in 7. Cramer's stocks - some seem good 8. $BULL - Webull up almost 400% - would I buy it? 9. $PLTR pops10. $NVDA - buy it here?11. $GOOG - killing it on AI with real world applications12. Earnings - $BAC $C each up 2% and $IBKR and $UAL tonight. 13. $NFLX - I still like this one14. Doji candles - they are reversal signals - find them using a scannerTRENDSPIDER SALE - best offer available  -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up at the top link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  (use code DSP25 if prompted) Email me at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick3@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE -  save over $150 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PREMIUM⁠⁠⁠⁠⁠⁠ - my $30 off coupon for a limited time⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch this episode on YouTube with video⁠⁠⁠⁠⁠⁠⁠⁠ to see how Steve from ⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha⁠⁠⁠⁠⁠⁠⁠⁠ uses the tool to navigate on picking stocks. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Want to beat the S&P? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for Alpha Picks here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE NEWSLETTER WITH CHARTS - subscribe at ⁠DAILYSTOCKPICK.SUBSTACK.COM

Stock market update for April 15, 2025.

In this episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris delve into the complex world of valuations, exploring both the theoretical foundations and the practical realities faced by entrepreneurs and venture capitalists. Peter begins by discussing the fundamental principles of valuation, using the metaphor of a "Golden Goose" to illustrate how discounted cash flow models are used to estimate a company's worth based on future cash flows.The conversation shifts to the venture capital landscape, where Peter notes that traditional valuation methods often don't apply due to the high-risk nature of early-stage startups. He emphasizes that while these models provide a theoretical framework, the actual process of valuation in venture capital is heavily influenced by negotiation and market dynamics.Jon counters with a more pragmatic view, suggesting that valuations are often inflated and less relevant than other terms in a deal. He shares examples of companies being valued at significantly higher amounts than their true worth, highlighting how VCs may use these valuations to secure favorable terms.Throughout the episode, the hosts discuss how the market has evolved, with valuations increasing dramatically over the past decade. They reflect on past deals, noting that what was once considered acceptable is now viewed as predatory, illustrating the shift in market norms and expectations.The conversation concludes with insights into the challenges of raising capital, emphasizing that sophisticated entrepreneurs are better equipped to navigate complex deals and avoid unfavorable terms. Overall, this episode provides a nuanced exploration of valuations from both the VC and founder's perspective, offering valuable insights into the art and science of negotiating value in the venture capital world.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812

Valuation Is the Primary Factor Impacting Returns Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. There are many terms in a startup fundraising terms sheet. Valuation is the primary factor impacting investor returns. Here's an example showing the impact of valuation on the returns. The pre-money valuation plus the investment yields the post-money valuation. The investor's ownership is the investment divided by the post-money valuation. For example, if a startup is raising $1M with a $4M pre-money valuation that yields $5M post-money.   This gives the investor a 20% ownership stake as the post valuation is $1M divided by $5M. In another example, a startup is raising $1M with a $19M pre-money valuation that yields $20M post-money.   This gives the investor a 5% ownership stake as the post valuation is $1M divided by $20M. There are terms that can help mitigate an outsized valuation such as a liquidation preference in which the investor receives their original investment first. Of all the terms in the deal, the valuation is the primary factor to consider.   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 textSubscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets- Saturdays = pre-IPO news and insights00:00 - Intro00:08 - Thinking Machines Targets $10B Valuation with $2B Seed Round  01:12 - ByteDance Revenue Hits $155B; Valuation Diverges  02:15 - Anysphere Revenue Quadruples; Eyes $10B Valuation  03:01 - Nuro Raises $106M at $6B Valuation  03:51 - Base Power Raises $200M to Scale Affordable Home Batteries  05:06 - Anthropic Launches Claude Max, Valued at $61.5B  06:15 - Ripple Acquires Hidden Road for $1.25B  07:13 - Canva Adds GenAI Tools; Valued at $37.9B  08:19 - Electricity Demand for AI Surges Globally  10:31 - OpenAI Rolls Out ChatGPT Memory Feature  11:30 - Google Joins Anthropic's Model Context Protocol  12:43 - Safe Superintelligence Taps Google Cloud for Compute  

Is AI just a buzzword — or the key to survival in a volatile startup landscape?In this episode, Chris Saad and Yaniv Bernstein break down Donald Trump's shocking “Liberation Day” tariffs and the ripple effect it could have on the global economy — and on your startup.As fears of a recession mount and market uncertainty grows, we explore what founders need to do to weather the storm, protect their valuations, and rethink growth strategies in turbulent times.Plus, we dive deep into Shopify CEO Tobi Lütke's viral internal memo that sets bold new expectations for AI adoption across the company. What can you learn from Shopify's AI playbook, and how should you apply it inside your own early-stage startup?In this episode, you will:Understand how Trump's tariffs could trigger a global trust crisis and slow startup growth.Learn why “multiple compression” will likely shrink your valuation — even if you're early-stage.Discover how to reposition your startup's narrative in a world hungry for efficiency.Get the inside scoop on Shopify's viral AI memo — and what it means for founders.Adopt a founder mindset that treats AI use as mandatory, not optional.Explore practical ways to prototype, launch, and scale with minimal team size.Avoid common mistakes in relying too heavily — or too little — on AI tools.The PactHonour The Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List at⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thestartuppodcast.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Secure your official TSP merchandise at⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://shop.tsp.show/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on YouTube at⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@startup-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Give us a public shout-out on LinkedIn or anywhere you have a social media following.Key linksThe Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in demand compliance frameworks. With over 200 integrations, you can easily monitor and secure the tools your business relies on. For a limited-time offer of US$1,000 off, go to⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.vanta.com/tsp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Get your question in for our next Q&A episode:⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/NZzgNWVLiFmwvFA2A⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Startup Podcast website:⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tsp.show⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Chris and YanivWork 1:1 with Chris:⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://chrissaad.com/advisory/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Chris on Linkedin:⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/chrissaad/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Yaniv on Linkedin:⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/ybernstein/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CreditsEditor:⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Justin McArthur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Content Strategist: ⁠Carolina Franco⁠ Intro Voice:⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jeremiah Owyang⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today we are breaking down Goosehead Insurance. I always enjoy hearing about how a new entrant has effectively carved out a niche in a world of incumbents and Goosehead fits that billing perfectly.  I'm joined by Geoff Collette, founder and PM of Aeon Capital Partners, and he walks us through the story of Goosehead identifying a bottleneck in the home-buying process.  We also cover the evolving market, where captives like State Farm and Allstate are leaving opportunities for independent players like Goosehead to provide value.  There's a lot to learn from Goosehead and its evolution, with notable themes like technology, the franchising model, and an emphasis on speed. Please enjoy this breakdown on Goosehead Insurance. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world's leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle.  —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:04:26) How Goosehead Attracts Customers (00:05:15) Market Focus and Business Scale (00:06:07) Goosehead's Growth and Key Players (00:08:51) The Founding Story of Goosehead (00:12:28) The Shift from Captive to Independent Agents (00:15:29) Challenges in the Insurance Market (00:19:37) Goosehead's Unique Business Model (00:36:42) Franchising and Corporate Strategy (00:41:00) Operational Challenges and Strategic Adjustments (00:46:28) Financial Performance and Future Prospects (01:00:29) Competitive Landscape and Risks (01:07:40) Valuation and Lessons From Goosehead

Send us a textUnlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today

Prof. Ryan Brewer of Indiana U. Columbus, put together a list of team valuations for some top college basketball programs!

Valuation & Appraisal Made Simple – Global Real Estate School Podcast Join John Mayfield, The Real Estate Tech Guy and instructor at Global Real Estate School, as he breaks down key valuation and appraisal concepts you need to know for the PSI and Pearson Vue real estate exams. From market value to the approaches to value, this episode makes it simple to understand what's tested — and how to ace it. Perfect for students preparing to pass their real estate exam with confidence.  

Ben Axler sees “tremendous valuation downside” risk for Monster Beverage (MNST), citing its dependence on Coca-Cola (KO) for its distribution, shrinking market share, and "out of step" product offerings. He addresses Monster's response to his short report, calling it “boilerplate,” and says his research is based on publicly available information and interviews with former employees. “At a minimum,” he expects MNST to underperform the market.======== 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

On this episode of Chit Chat Stocks, Ryan gives a pitch on S&P Global (ticker: SPGI), one of the highest quality businesses in the world. We discuss:(03:33) Historical Overview of S&P Global(11:44) Business Segments of S&P Global(12:47) The Ratings Segment and Its Moat(18:52) Software and Market Intelligence(24:46) Commodities and Mobility Segments(30:59) Evaluating S&P Global's Valuation(32:17) Understanding the S&P 500 Index(34:25) S&P Global's Revenue Growth and Margins(37:25) Corporate Culture and Management Structure(43:59) Assessing the Moat of S&P Global(47:31) Valuation and Financial Projections*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is the complete stock research platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

How do you build a team that truly drives business success? In this episode of Behind The Numbers With Dave Bookbinder, we explore the critical link between talent and enterprise value with Ryan Englin, CEO of Core Matters and author of Hire Better People Faster. Ryan, who grew up in a blue-collar family, understands the unique hiring challenges in the trades and beyond. He shares why people don't just quit jobs—they quit leaders—and explains what business owners can do to create a culture that retains top talent. Key insights include: ✅ Why hiring is a marketing activity—and how most businesses miss this point ✅ The importance of an effective careers page in attracting top candidates ✅ How to evaluate culture fit and authenticity during the interview process ✅ The role of empathy in leadership and its impact on employee retention ✅ Strategies for becoming an "employer of choice" to attract the right talent Plus, Ryan shares a special offer for listeners—a free copy of his book, Hire Better People Faster!  Get it here: https://corematters.com/freebook/ Tune in to discover actionable strategies to improve your hiring process and build a team that fuels business success.

This Man Built A $22B Investment Firm By Finding His Noble Cause & Thinking About Valuation, Not Value.GuestJonathan Hirtle Founder & Executive Chairman Hirtle Callaghan $22B Bio:In his role as Executive Chairman, Jon continues his intense focus on producing ever better net outcomes for clients. He serves as a full-time advisor to the Firm's Management Committee and spends time with the families and nonprofits we serve. Jon appears regularly on national broadcast networks including CNBC, Fox Business and Bloomberg Television. He is highly sought after for his commentary on investing and was dubbed the "Oracle of Outsource" by Pensions & Investments as Hirtle Callaghan is best known for its role in pioneering the outsourced CIO (OCIO) model for families and institutions. Prior to founding Hirtle Callaghan, Jon worked at Goldman Sachs advising family groups and institutions on investment strategy and securities selection. Previously, he served as an officer in the United States Marine Corps. He earned his B.S. and M.B.A. degrees from The Pennsylvania State University.

Jim Masturzo thinks the market pullback is unsurprising given overstretched valuations, and thinks there's still more to go to reach fair value. On the dollar, he similarly sees overvaluation by “25%” after its “decade-long” bull run. He sees international opportunities, including in Eastern Europe and South America.======== 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

Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode of The Exit: Chris Vanderzyden, founder and CEO of Legacy Partners and a former CPA turned entrepreneur, doesn't just talk about selling companies—she's lived it. Twice. After experiencing the good, the bad, and the "wish-I-knew-that-earlier" of business exits, she set out to reinvent the process. Her mission? To help business owners walk away from their life's work not just with a check, but with peace of mind. The Wake-Up Call: Chris shares how too many entrepreneurs are caught off guard—often approached by buyers with zero preparation. Letters of intent in hand, they're suddenly scrambling to understand their business's true value and what the deal means for their future. Her message is clear: Don't wait for a knock at the door. Start planning today. Chris built Legacy Partners around a simple idea: exiting a business is personal. It's about money, sure—but it's also about identity, timing, legacy, and life after the deal. Her team helps owners develop a “master exit plan” that includes: Valuation early and often: Not just to know what your business is worth today—but what can be done to intentionally increase that value before selling. Tactical tax planning: Like estate freezes and trusts—moves that take time and can't be done in the eleventh hour. Team building: From M&A attorneys to wealth managers, having the right specialists matters. (Spoiler: your real estate lawyer isn't the one to negotiate your exit.) What are Chris's top takeaways? Biggest mistake you can make? Waiting too long to plan—and failing to understand your EBITDA is more important than just growing revenue. Timing is everything—externally (sector roll-ups, interest rates, market trends) and internally (don't wait until you've “maxed out” the business). Growth potential matters: Buyers want a runway ahead. If it looks like there's no room left to scale, it can hurt your valuation. It's not about the top-line number—it's what's left after taxes, debt, and fees that really counts. -- Chris Vanderzyden is the President & CEO of Legacy Partners, LLC, an exit planning and M&A advisory firm dedicated to serving privately held, middle-market business owners, in creating and executing successful exit strategies resulting in the harvesting and preservation of wealth. She began her career as a CPA for Coopers & Lybrand, the company that later became PricewaterhouseCoopers following a merger, and subsequently served as an asset manager with Northwest Asset Management in Los Angeles. Following her positions in the corporate world, Chris became an entrepreneur and has successfully built and sold multiple businesses. She has over twenty years of experience consulting for M&A firms and privately held businesses as they grow and ultimately execute their exit plans. Chris's Latest Book on Amazon: https://a.co/d/2M2dWDc Chris on LinkedIn: https://www.linkedin.com/in/chrisvanderzyden/ Website: https://legacypartnersllp.com/ -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Q2 2025 has already begun, but public markets reporting has only just finished with Q4 2024. To tie a bow on Q4 2024, we are thankful to have Troy Jensen (Managing Director, Cantor Fitzgerald) return and join Danny Piper (Managing Partner, NewCap Partners) for Printing Money Episode 27. Danny and Troy kick off this episode discussing themes they've noticed in public and private additive manufacturing (AM) markets as 2024 completed and 2025 began. It's mentioned later in the episode, but you might say there's a FUD (Fear, Uncertainty, and Doubt) factor hanging over the industry—further exacerbated by global macro issues. Looking through these “FUD-dy” lenses, Danny and Troy then move on to the 2024 annual 3D printing market data reports recently issued by AM Research and AMPOWER. How well did these reports sync with what our esteemed host and guest are seeing in their worlds? Then, Danny and Troy dive into what this quarterly check-in is all about—the quarterly reporting from the publicly traded AM companies. Fact is, there are fewer public companies out there nowadays, and even fewer that are reporting their numbers with regularity. So, Episode 27 is relatively brief, but chock full of value. RAPID + TCT, the largest 3D printing event in the USA, takes place this week, so if you want to sound smart on the trade show floor or in one of the many expert sessions, perhaps take some tidings from Episode 27. Please enjoy Episode 27, and please join Danny, Troy, and your other favorite Printing Money personalities at RAPID in Detroit this week! This episode was recorded March 31, 2025. Timestamps: 00:14 – Welcome to Episode 27 and welcome back to Troy Jensen (Cantor Fitzgerald) 00:41 – Themes coming out of Q4 into 2025: Tariff stagnation, flat-to-slightly-up guidance, low visibility, reasons for optimism 02:13 – Private 3DP/AM markets picking back up 02:33 – Recent market data reports from AM Research and AMPOWER 03:37 – Nikon SLM Solutions (7731.JP) Q4 2024 results and analysis 05:35 – BLT (688333.SH) Q4 2024 results and analysis 06:10 – Valuation dislocation? China 3DP/AM stock performance 08:06 – Deal on?! Legal victory for Desktop Metal (DM) over Nano Dimension (NNDM) 11:07 – Balancing act: NNDM-DM-MKFG integration challenges and industry implications 14:38 – FUD Factor (Fear, Uncertainty, and Doubt) 15:03 – Stratasys (SSYS) Q4 2024 results and analysis 17:05 – 3D Systems (DDD) Q4 2024 results and analysis 20:15 – Materialise (MTLS) Q4 2024 results and analysis 21:38 – Investors need to wake up and stop looking for software returns in manufacturing 24:15 – AM production in Europe is in shambles 25:15 – Public markets expectations are built into stock pricing 26:38 – Looking forward to RAPID 27:21 – Thanks again to Troy and thanks for listening Disclaimer: This content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer, or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information. Danny Piper is a registered representative of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for, tax, legal, or investment advice. Investors should consult with their own tax, legal,

Dan Park joined Clutch when it was selling 20 cars a month. Then he grew it from $20M in 2019 to $200M in sales by 2022. He was one of Canada's fastest growing companies. Just as he was going to close a $100M round, the macro changed completely. Suddenly, he was left with only six weeks of cash. He was forced to go through a 97% down round at a $15M valuation.Just two years later, he not only grew right back to a $575M valuation, he also doubled revenue from its previous peak to $400M.This episode unpacks every near-disaster move, including turning off test-drives (and why it worked), re-engineering unit economics in real time, and renegotiating debt so Clutch could keep buying cars. Dan's hard-won lessons will change the way you think about speed, iteration, and survival._____Why You Should Listen1. He had just six weeks of runway – Find out exactly how Dan rescued Clutch from the brink.2. Taking a car startup to $400M in sales – The surprising moves that made consumers buy cars online, sight unseen.3. Cutting 75% of staff—then doubling revenue – The inside story of Clutch's brutal pivot and swift rebound.4. How to survive capital-intensive nightmares – Lessons on debt, term sheets, and crisis-mode fundraising.5. Why fast iteration trumps everything – Dan's secret to making big bets—then yanking them back if needed.________KeywordsUsed Car Marketplace, Capital-Intensive Startup, Near-Bankruptcy Turnaround, Automotive E-Commerce, Cash Flow Management, Startup Layoffs, Rapid Iteration, Debt Restructuring, Growth vs. Profitability, Founding Team DynamicsTimestamp(00:00:00) Intro(00:02:23) The Birth of Clutch(00:04:37) The Chicken and Egg Problem(00:08:31) How Do We Scale This?(00:14:21) Baby Steps and Achievable Milestones(00:22:45) Becoming Profitable(00:34:45) Do Whatever Makes Sense for The Business(00:37:29) Finding Product Market Fit(00:42:23) Piece of AdviceSend me a message to let me know what you think!

https://vimeo.com/1072972311?share=copy#t=0 https://www.currentfederaltaxdevelopments.com/podcasts/2025/4/6/2025-04-07-the-cost-of-too-good-to-be-true This week we look at: Ranch Springs, LLC v. Commissioner: A Case Study in the Valuation of Conservation Easements and the Pitfalls of Aggressive Tax Planning The Duty of Consistency Prevails: A Case Study in Innocent Spouse Relief and Subsequent Asset Claims Navigating the Murky Waters of Investment Tax Credits and Passive Activity Rules: A Deep Dive into Strieby v. Commissioner

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersOnsemi and related automotive, industrial, and power chip manufacturers are getting obliterated by the Trump tariff announcements. Does Onsemi have a plan? And what do Chip Stock Investors Nick and Kasey think about this portfolio holding?Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

This week we look at: Ranch Springs, LLC v. Commissioner: A Case Study in the Valuation of Conservation Easements and the Pitfalls of Aggressive Tax Planning The Duty of Consistency Prevails: A Case Study in Innocent Spouse Relief and Subsequent Asset Claims Navigating the Murky Waters of Investment Tax Credits and Passive Activity Rules: A Deep Dive into Strieby v. Commissioner

In this episode of Inside the Network, we sit down with Dug Song, the legendary co-founder and former CEO of Duo Security. Dug's journey is nothing short of iconic—he turned a side project into a cybersecurity powerhouse with over 50,000 customers and a $2.35 billion exit to Cisco. In a world obsessed with unicorn status and funding hype, Dug stands out as a founder who stayed grounded in values, culture, and customer empathy.We explore Dug's early years—from doing data entry in his father's liquor store in West Baltimore to cutting his teeth at Arbor Networks, leaving security, and coming back to change how security is delivered. Dug was also part of the hacker collective w00w00, alongside future tech luminaries like Jan Koum (WhatsApp) and Shawn Fanning (Napster), where he honed the ethos of solving hard problems and building in community. These experiences laid the foundation for Duo, which Dug and co-founder Jon Oberheide started not with a grand business plan but a desire to democratize security and make strong authentication simple and usable for all organizations—not just the Fortune 500.This conversation is packed with actionable lessons for founders: how to build a billion-dollar business with capital efficiency and discipline; how to prioritize user experience in security, not just infrastructure; and how to lead with integrity and build a “learning organization” that continuously improves across every function—engineering, sales, marketing, and customer success. Dug also gives an inside look at the decision to sell Duo to Cisco versus going public and what that choice meant for the company, team, and customers.We then dive into Dug's post-Duo chapter, where he and his wife Linh are reshaping philanthropy and backing the next generation of founders in Michigan, Detroit, and beyond. From punk rock to planetary-scale startups, Dug brings a rare mix of grit, humility, and wisdom, making this episode a must-listen for any entrepreneur. 

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Adam Patinkin of David Capital for his third appearance—this time for a much-requested update on British homebuilder and regeneration specialist Vistry (RY). Adam originally laid out a bold thesis in early 2024 that Vistry's transition to a pure-play partnerships business could mirror the NVR success story. But after a string of profit warnings and a collapsing share price, listeners wanted answers. Adam walks through what went wrong, why the company's current valuation doesn't match its fundamentals, and why David Capital doubled its position. The discussion probes management credibility, capital allocation, and how UK government policy is now aligning with Vistry's strategy.______________________________________________________________________[00:00:00] Intro and sponsor message for upcoming AI & finance webinar [00:00:40] Andrew welcomes Adam Patinkin for a follow-up discussion on Vistry [00:01:29] Context and disclaimer before discussing UK-listed stock Vistry [00:02:18] Adam gives a quick overview and update on Vistry's journey in 2024 [00:02:58] Explanation of David Capital doubling their position in Vistry [00:03:59] The original investment thesis in Vistry: value plus catalyst approach [00:04:51] Breakdown of Vistry's two segments: partnerships vs. housebuilding [00:06:58] Thesis: Transition to a pure-play partnerships business [00:08:34] Discussion on profit warnings and their impact on investor sentiment [00:10:13] Details of Vistry's missteps and housebuilding write-downs [00:12:29] Analysis of the market's reaction to one-time losses [00:15:29] Third warning due to delayed land sales and management's response [00:16:34] Clarification of misunderstandings around ongoing losses [00:17:57] Adam frames the four-part thesis and which parts still hold [00:19:09] Reaffirmation of medium-term targets for partnerships [00:20:54] Discussion on pace of housebuilding exit and management's actions [00:23:34] Ongoing share buybacks and potential for expansion [00:24:37] Breakdown of customer segments in the partnerships business [00:26:19] UK government's budget and policy impact on affordable housing [00:31:14] Overview of supportive labor government housing initiatives [00:35:05] Cash flow expectations from capital employed reduction [00:36:29] Valuation commentary and mispricing opportunities [00:37:54] Assessment of credibility and investment upside [00:41:51] Discussion on net debt figures and transparency [00:43:40] Capital structure comparisons with other builders [00:46:21] Considerations around lower buybacks vs. future flexibility [00:49:10] Why Vistry still represents compelling value despite concerns [00:52:08] Differentiating Vistry from UK housebuilder peers [00:55:05] Clarification of the NAV not falling due to deferred land sales [00:57:21] Framing margin of safety by cash flows rather than asset base [00:59:54] Summary of company positioning, tailwinds, and outlook Links:Daloopa Webinar: daloopa.com/yavwebinarDavid Capital: https://davidpartners.com/See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

OverviewThis week's newsletter centers on the explosive rise of AI, highlighting how OpenAI's massive funding round and soaring valuation are signaling a transformative shift in both technology and finance. The content weaves together themes on the evolving nature of creativity in the AI era, intense debates around copyright and intellectual property rights, and strategic investments that are helping AI expand into new sectors such as education. The interplay of technology, ethics, and global market dynamics makes this a compelling discussion for anyone watching the AI revolution unfold.Key Trend 1: Explosive Growth and Valuation in AIAcross the newsletter, OpenAI emerges as the poster child of AI's rapid ascent—raising $40 billion at a $300 billion valuation, with projections hinting at exponential revenue growth over the next few years.Talking Point 1:The funding round “of $40 billion at $300 billion valuation” is a clear indication of the immense investor confidence in AI. Quote: “No one would have predicted that $1 trillion is almost too small to contain what is being built.” (Editorial) Reference: NY Times article on OpenAI's valuationTalking Point 2:This financing milestone, when compared to historic tech deals, underscores how AI is redefining the scale and pace of innovation. Evidence: “After Wiz sold to Google for $32 billion in cash, and X ‘sold' to xAI… Enter OpenAI with a new $40 billion raise…” (Editorial)Key Trend 2: The Evolution of Creativity and Authorship in the Age of AIThe newsletter prompts us to re-examine the creative process as AI tools become increasingly intertwined with content creation. One burning question is: “When does writing stop being ‘yours'?” as AI begins to shoulder some of the creative workload.Talking Point 1:The evolving role of AI in writing invites debate on what constitutes true authorship and originality. Quote: “How does the emergence of AI reshape our understanding of authorship and originality?” (Editorial quoting JF Martin essay)Talking Point 2:Despite the sophisticated capabilities of AI, the content emphasizes that “the creation of truly meaningful and high-quality content still relies heavily on human direction and insight,” fostering a creative partnership rather than a displacement of human ingenuity.Evidence: “The intricate dance of crafting prompts, providing feedback, and ultimately evaluating the AI's output…” (Editorial)Key Trend 3: Copyright Controversies and the Ethics of AI TrainingAlongside the excitement around AI, ethical and legal debates are emerging—most notably around how AI models are trained, especially when they use copyrighted materials without explicit permission.Talking Point 1:Controversies over using copyrighted content, such as O'Reilly books, have already led to lawsuits and heated debates about intellectual property rights. Quote: “Reports suggesting that AI models, potentially including OpenAI's, have been trained on copyrighted material like O'Reilly books…” (Editorial) Reference: TechCrunch article on copyrighted AI trainingTalking Point 2:This evolving legal landscape signals an urgent need for more transparent guidelines and ethical frameworks that balance technology's potential with respect for content creators.Evidence: “Navigating these ethical and legal complexities will be essential as AI becomes more deeply embedded in content creation.” (Editorial)Key Trend 4: AI's Growing Role in Education and Personalized LearningThe investment in SchoolAI highlights an important application of AI beyond traditional tech sectors, as it moves into education to personalize learning and improve both teacher and student experiences.Talking Point 1:SchoolAI's innovative approach uses AI to “personalize education for every student and teacher,” making learning more engaging and adaptable to individual needs.Quote: “My first 30-minute meeting with SchoolAI founder Caleb Hicks stretched to over ninety as we delved into his vision.” (Editorial) Reference: SchoolAI investment articleTalking Point 2:By integrating AI into classrooms, SchoolAI is also addressing pressing challenges like teacher shortages and the need for customized support for each student.Evidence: “SchoolAI's platform is used in over 1 million classrooms across the U.S. and more than 80 countries…” (Editorial)Discussion QuestionsHow sustainable is the current wave of massive AI funding given historical tech market cycles?In what ways might the blending of human creativity and AI tools redefine traditional notions of authorship?What ethical boundaries should be established regarding the use of copyrighted materials for training AI systems?Could the integration of AI into education help bridge learning gaps, or might it exacerbate existing inequalities?How will ongoing geopolitical tensions and evolving trade policies impact future innovation and investment in AI?What kind of legal and regulatory frameworks are needed to balance innovation with intellectual property rights in the AI era?How do we ensure that AI remains an enabler of human creativity rather than a replacement?Closing SegmentThe newsletter paints a vivid picture of an era defined by dramatic shifts in technology and market dynamics. The staggering growth in AI valuations, the redefinition of creative authorship, and the ethical challenges surrounding data and copyrights all point to a transformative period in business and culture. As AI finds new applications in education and beyond, the ultimate challenge—and opportunity—will be balancing rapid technological advances with ethical responsibility and sustained human oversight. Final Thought: As we stand at the crossroads of an AI-driven future, the choices we make about funding, regulation, and creative collaboration will shape not only industries but the very way we understand and preserve human ingenuity. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.thatwastheweek.com/subscribe

In this episode of Power Producers Shoptalk, David Carothers dives into a crucial topic that every agency principal and producer need to hear: Producer Compensation and Producer Equity. Joining him is Colby Allen, VP of Agency Consulting and Valuation for Agency Brokerage Consultants, who brings his expert insight into the complexities of agency compensation models, including how to attract and retain top-producing talent through the right mix of pay and equity. David shares his personal experiences transitioning from the retail industry into insurance, and how those early struggles shaped his approach to compensation and agency culture. Colby, on the other hand, provides an objective perspective based on working with hundreds of independent agencies, and discusses what truly drives success for producers in today's competitive market. Key Highlights: Producer Compensation Models David and Colby discuss the wide variation in compensation plans across agencies, emphasizing the need to align producer pay with long-term agency success. Setting Producers Up for Success Colby highlights the importance of systems and support to enable producers to thrive, rather than just offering a higher commission rate. The Role of Producers Beyond Sales David talks about the frustration of producers being given a Rolodex without adequate training or leadership, while Colby stresses the broader role producers play in maintaining relationships. The Impact of Agency Margins Colby explains how agency margins influence compensation. Agencies with more resources can offer lower commissions while still helping producers succeed. Equity as a Retention Tool Colby discusses how offering equity or ownership can help retain top talent, with clear agreements in place for buy-sell terms. The Entrepreneurial Producer Mindset David and Colby emphasize that good producers want more than a paycheck—they want the opportunity for growth and ownership. Connect with: David Carothers LinkedIn ·         Colby Allen LinkedIn Kyle Houck LinkedIn Visit Websites: Power Producer Base Camp Killing Commercial Agency Brokerage Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes

In this insightful episode of "Rock My Restaurant," host Paul Barron interviews Jim Balis of CapitalSpring about the evolving restaurant investment landscape. Balis shares CapitalSpring's approach to investing in restaurants, revealing they look for concepts with 15%+ store-level margins and 20%+ ROI. He discusses valuation multiples in today's "moderate" market, when founders should consider taking capital, exit strategies for brands, and his optimism about "fast casual 3.0" concepts that deliver elevated dining experiences without full service.~This episode is sponsored by: Gusto → https://gusto.pxf.io/PBN ~#1 rated HR platform for payroll, benefits, and moreWith Gusto's easy-to-use platform, you can empower your people and push your business forward. See why over 400,000 businesses choose Gusto.RestaurantInvestment #FastCasual3 #RestaurantGrowthGet Your Podcast Now! Are you a hospitality or restaurant industry leader looking to amplify your voice and establish yourself as a thought leader? Look no further than SavorFM, the premier podcast platform designed exclusively for hospitality visionaries like you. Take the next step in your industry leadership journey – visit https://www.savor.fm/Capital & Advisory: Are you a fast-casual restaurant startup or a technology innovator in the food service industry? Don't miss out on the opportunity to tap into decades of expertise. Reach out to Savor Capital & Advisory now to explore how their seasoned professionals can propel your business forward. Discover if you're eligible to leverage our unparalleled knowledge in food service branding and technology and take your venture to new heights.Don't wait – amplify your voice or supercharge your startup's growth today with Savor's ecosystem of industry-leading platforms and advisory services. Visit https://www.savor.fm/capital-advisory

Send us a text00:00 - Intro00:22 - CoreWeave IPO disappointing13:53 - Model Context Protocol great for AI agents27:15 - AI App Cursor $9.6b valuation42:13 - Respect to Musk taking care of his X shareholders with xAI deal

In this episode, we cover OpenAI's massive $40 billion funding round and what it means for the company's $300 billion valuation. We break down how this investment shapes the future of AI and innovation.AI Hustle YouTube Channel: https://www.youtube.com/@AI-Hustle-PodcastOur Skool Community: https://www.skool.com/aihustle/aboutGet on the AI Box Waitlist: ⁠⁠https://AIBox.ai/⁠⁠

United, Inc #2 | On our new finance show, Jamie (Sub-Prime Goals on Twitter) and Ed discuss the financial intricacies surrounding United, focusing on the wage structure, the impact of player salaries, profitability and future transfer strategies. There's lots of talk about United's unique wage dynamics and the impact on financial stability, the potential impact of the upcoming 'squad cost rule' and its implications for Premier League clubs. The convo also touches on the financial impact of the Glazers' plans to refurbish the Raymond James Stadium for the Tampa Bay Buccaneers. 00:00 Introduction 00:48 Diving into United's Wage Structure 06:28 Impact of Performance-Based Pay and Future Wage Strategies 12:10 Premier League's Squad Cost Rule Explained 25:32 Chelsea's Financial Maneuvers 26:30 Valuation of Women's Football Teams 30:10 United's Financial Health and the Transfer Market 41:35 Joel Glazer & Tampa Bay Bucs 46:24 Closing Remarks Sponsors NordVPN - You can take advantage of our Exclusive NordVPN deal including four months free on the two year plan and a 30-day money back guarantee. Go to → https://nordvpn.com/nqat AG1 - We have a very special offer worth £82: Subscribe now and get 5 Travel Packs, a Vitamin D3 + K2 bottle, a Welcome Kit & the AG1 Morning Person Cap with your first subscription. Go to → https://drinkAG1.com/nqat If you are interested in supporting the show and accessing exclusive bonus episodes, check out our Patreon page or subscribe on Apple Podcasts Subscriptions. We do a bonus show and a tactical review every week for backers. No Question About That is available on YouTube, Apple, Spotify, Amazon and all podcast apps. Hit that subscribe button, leave a rating and write a review. Learn more about your ad choices. Visit podcastchoices.com/adchoices

OpenAI has successfully raised $40 billion in what is believed to be the largest private technology funding round ever, boosting its valuation to $300 billion. This funding round was predominantly led by the Japanese investment firm SoftBank, which has now surpassed Microsoft as OpenAI's largest investor. Despite the impressive growth in revenue and user base, OpenAI continues to face challenges in achieving profitability, as it invests heavily in infrastructure and user acquisition. The company has announced plans to release its first open-weight language model since 2019, marking a strategic shift to adapt to competitive pressures from open-source alternatives.The podcast also highlights significant advancements in AI applications across various sectors. Researchers are leveraging AI to accelerate drug repurposing, enabling faster exploration of treatment options for patients with limited choices. American Express has integrated AI into its internal IT support, achieving a remarkable reduction in IT escalations and enhancing travel assistance for its elite customers. These examples illustrate the potential of AI to deliver tangible business value and improve operational efficiency.However, the integration of AI is not without its challenges. Bloomberg News has faced difficulties in generating accurate AI summaries for articles, leading to corrections and concerns about the reliability of AI-generated content. This underscores the importance of maintaining quality control and human oversight in AI applications, particularly in fields like journalism where accuracy is paramount.The episode concludes with a discussion on trends towards simplifying complex processes in business. Innovations such as rapid business valuation tools, enhanced customer communication through Rich Communication Services, and streamlined cyber insurance solutions reflect a broader movement to improve efficiency and accessibility in various industries. These developments highlight the ongoing evolution of technology and its impact on business operations, emphasizing the need for strategic implementation of AI and other technological advancements. Three things to know today 00:00 OpenAI's Rollercoaster Ride: Big Money, Open Models, and Profit Puzzles06:29 AI Wins and Woes: Curing Disease, Solving Problems, and Sometimes Missing the Mark10:41 MSPs Get a Boost: Faster Insights, Smoother Communication, and Insurance Made Easy  Supported by:  https://getnerdio.com/nerdio-manager-for-msp/  Join Dave April 22nd to learn about Marketing in the AI Era.  Signup here:  https://hubs.la/Q03dwWqg0 All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

Tired of riding the real estate commission rollercoaster? There's one simple fix: more seller appointments. Locking in just 1-3 seller appointments a week will transform your business. More listings. More income. A scalable, burnout-free business. Plus, you'll uncover more investment deals and flip opportunities.  A steady flow of seller appointments is the first step toward financial freedom—but how do you get them without spending hours cold-calling? The answer: a home valuation call-to-action. Homeowners are naturally curious about their home's value, and they want something more accurate than a Zestimate. For a small investment (as low as $10), you can turn that curiosity into a steady stream of seller leads. In this episode, I break down why this is one of the most cost-effective ways to book more seller appointments—and how you can start using it today.   Things You'll Learn In This Episode  -A quality lead at a fraction of the price  Home valuation leads aren't looking to sell their houses fast, so why would we choose them over instant offer leads? -What makes home valuation leads so effective  Instead of cold calling, hoping you have the correct number, and possibly pestering people, home valuation leads have already opted in. Why does this make converting them easier? -How to work a home valuation lead  Is it better to pay a service to generate home valuation leads or to do it yourself?     About Your Host Tom Cafarella is a real estate investor, agent, coach, and entrepreneur who helps real estate agents achieve financial freedom through investing. Agent Investor is the only brand that helps real agents get off the real estate roller coaster and start building wealth by investing in real estate.     Check out this episode on Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you!

Tim Urbanowicz believes President Trump's tariffs are a "starting point for negotiations" to remove trade barriers, but he's concerned as to "what's going to be enough" to make that happen. He's bracing for markets to slide another 5% to 10% as tariff disputes continue. One positive Tim points to is tech valuations coming down to more reasonable levels. That said, he advises investors to wait for a deeper price drop.======== 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

Imran and Qiao sat down to discuss how AI and Robotics steal Crypto's thunder.No BS crypto insights for founders.Timestamps(00:00) Intro(00:47) The Only Narrative in Crypto Right Now(01:41) Competitive Landscape in Crypto(04:50) Robinhood's Future Plans(11:42) Future of Crypto Innovation(12:00) Noise (noise.xyz)(13:15) Circle IPO(16:51) USDC vs USDT(18:00) Predictions for Circle's Future(18:49) Circle & CCTP(20:07) Kraken Acquiring NinjaTrader(21:19) Where Are We in The Market?(26:28) China, US and Global Markets(32:46) Manus vs. Gemini(34:45) Sesame AI(35:40) Will Google Have The Best AI?(38:24) AI Investment and Valuation(40:08) AI Coding(44:26) AI in Startup Development and Innovation(44:47) Poof.new(46:57) Niche Apps and Micro Unicorns(49:34) Young Founders & Education(50:47) "Google/Harvard doesn't give you status" - Nikita Bier(52:36) Alpha School - AI-Powered Private School(55:52) AI Doctors(01:01:11) AI Replacing Jr. Jobs(01:02:51) Parenting and Teaching Agency(01:06:18) Tailoring Education to Children's InterestsSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Today, we are breaking down the food catering giant Compass Group. Whether it's your corporate cafeteria, the food stands at a sporting event, or the old hospital food tray, the food services industry is all around you. Compass is the giant in this space, with a history that dates back to the emergence of this outsourced trend. My guest is Asif Jeevanjee, Chief Executive of Oakmont Capital. Asif talks through both the business and the sector. How does the ecosystem work? What do contracts typically look like? And why had I heard of Aramark but not Compass, when Compass is nearly double the size? Here is another example of carving out an effective business model around an essential need product. Please enjoy this breakdown of Compass Group. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:01:22) Understanding the Food Service Market (00:05:03) Contract Structures and Retention (00:11:47) The Origin Story of Compass Group (00:17:33) Expansion into the US Market (00:21:34) Sectorization and Market Penetration (00:27:45) Growth Strategies and Pricing (00:29:07) Financial Dynamics and Margins (00:30:41) Procurement and Food Buy (00:35:24) Labor Management and Technology (00:37:55) Impact of Economic Cycles and Covid (00:43:27) Capital Allocation and Valuation (00:51:44) Lessons From Breaking Down Compass (00:54:02) Key Lessons from Compass

On this episode of Chit Chat Stocks, Brett and Ryan speak with Luis Sanchez to discuss Medpace Holdings (Ticker: MEDP). We discuss:(00:00) Introduction to MedPace Holdings(10:51) Understanding the CRO Business Model(21:54) Medpace's Unique Positioning and Growth(33:05) Industry Trends and Future Outlook(42:16) Leadership and Company Culture(47:52) Valuation and Investment ConsiderationsMEDPACE MEMO: https://lvsadvisory.com/wp-content/uploads/2025/02/LVS-Advisory-Medpace-Memo.pdfLVS ADVISORY WEBSITE: https://lvsadvisory.com/*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is the complete stock research platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Today's show: Circle gears up for its IPO and the stablecoin wars heat up, Palantir's meme stock status gets a reality check, and they riff on a possible Uber + DoorDash merger and whether AI should train on Substack content. They react to Sequoia partner Andrew Reed's inside take on fund dynamics, laugh at a brutal VC meme, and wrap with “Office Hours” featuring Caylee Harrington, founder of Hookhub — the Airbnb for RV parking — to talk vanlife, growth, and building in an unsexy market.*Timestamps:(0:00) Alex and Jason kicks off the show!(1:29) Palantir's stock and market dynamics(5:43) Meme stocks and reversion to the mean(6:57) X and XAI merger(10:01) Squarespace - TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST(12:05) M&A trends in tech and AI content acquisitions(17:22) Valuation strategies for acquisitions(22:05) Oracle - TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠⁠https://www.oracle.com/twist⁠(23:31) Circle's IPO and stablecoin regulations(30:46) Fidelity Private Shares - Visit ⁠https://www.fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.(32:26) Crypto community and anti-money laundering in stablecoins(37:43) IPO and SPAC updates in tech(41:20) Deep tech investment risks and lessons from SPACs(44:03) Hookhub's journey and RV market insights(49:27) Growth and challenges in RV market(52:01) Hookhub's social media and content strategy(58:48) Hookhub's investor pitch and growth strategy(1:04:11) Van life business model potential(1:06:16) Sequoia's internal culture and investment strategy(1:13:03) Sequoia vs. Andreessen Horowitz and VC indexing(1:15:32) Venture capital humor and closing remarks*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/v19fcp*Links from the show:Hookhub: https://www.hookhub.co/*Follow Caylee:X: https://x.com/Mariano_APOLinkedIn: https://www.linkedin.com/in/mariano-apodaca-45b07a16a/vFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Thank you to our partners:(10:01) Squarespace - TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST(22:05) Oracle - TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠https://www.oracle.com/twist⁠(30:46) Fidelity Private Shares - Visit ⁠⁠https://www.fidelityprivateshares.com⁠⁠! Mention our podcast and receive 20% off your first-year paid subscription.*Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland*Check out Jason's suite of newsletters: https://substack.com/@calacanis*Follow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

OpenAI has secured the largest private tech funding round on record, Apple has released iOS 18.4, and Intel's new CEO plans to spin off non-core assets. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy whatContinue reading "OpenAI Secures $40 Billion In Funding With A $300 Billion Valuation – DTH"

In this episode of Behind The Numbers With Dave Bookbinder, Dave visits with Claire Milligan, CEO and co-founder of Aimably, to explore the complexities of private equity ownership. Claire shares her personal journey in the private equity landscape, highlighting the unique challenges and opportunities companies encounter when transitioning from venture capital to private equity. Throughout the conversation, Claire provides practical insights into value creation under private equity ownership. She discusses crucial strategies for managing cloud costs and the delicate balance between pursuing growth and ensuring profitability. Claire emphasizes the importance of financial literacy and understanding key performance metrics as essential tools for thriving in a private equity environment. In addition, Claire offers a fresh perspective on safeguarding teams amidst the evolving dynamics of private equity. She underscores the significance of adapting leadership strategies to foster success in this competitive arena. Whether you're a business owner navigating growth phases or an aspiring leader in the tech industry, this episode offers actionable advice to navigate the intricate demands of private equity ownership. Tune in to gain valuable insights and strategies from Claire Milligan and Aimably's journey. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Claire Milligan: Claire Milligan thrives on distilling complex problems down to their core issues — and turning these pragmatic findings into groundbreaking solutions. She started her career as a software designer and worked her way up to leading business unit strategy at Emburse, a company backed by private equity. Now, as the CEO and Co-Founder of Aimably, she helps technology companies save money by making better decisions about their cloud spending. With her mix of technical know-how, business experience, and a passion for helping others, she brings valuable insights to any conversation about business growth and smart spending.   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.  

In this episode of Absolute Trust Talk, host Kirsten Howe continues her valuation discussion with expert Alex Spaete from Bridge Forensic CPAs, exploring the intricacies of asset valuation. The discussion focuses on how privately held assets are valued, particularly examining discount factors applied to LLC interests based on control limitations and marketability constraints. Alex explains how family dynamics influence valuations, especially when implicit control exists despite limited ownership percentages. The conversation covers valuation approaches for unusual assets like promissory notes and accounts receivable, with Alex sharing real-world examples, including commercial rag manufacturing and Weather Derivatives. This show highlights why professional valuation expertise is essential when dealing with complex assets during estate planning, business transitions, or divorce settlements.   Time-stamped Show Notes: 0:00 Introduction 2:48 Diving back into the discussion, Alex breaks down the two main components of discounts: control factors and liquidity considerations that affect final valuations. 4:10 Here, we explore how operating agreements significantly impact valuation and what control considerations you should be aware of. 4:49 Gain insights on the fascinating impact of family dynamics on valuations, mainly how they come into play in divorce scenarios. 8:17 Find out whether the IRS requires taking discounts when available and the tax implications of valuation choices. 11:06 Alex explains the complexities of valuing promissory notes and how changing interest rates can dramatically affect their worth. 12:27 Before signing off, you must hear more about Alex's most interesting case studies, including an unusual rag-making business and complex weather derivatives.

This week, we're deep diving PepsiCo's $1.95 billion acquisition of the prebiotic soda brand Poppi, discussing the shift towards health-conscious beverages and their potentially misleading claims, and digging into influencer-adjacent beverage drama like cheater brands, "vending machine gate" and rumors about if the investments of Alex Cooper and Alix Earle in beverage companies have something to do with their public falling out (and Alix being "dropped" from the Unwell network). This deep dive touches on many topics: the broader trends in the beverage industry, influencer culture, the "Health Halo Effect" of unregulated better-for-you sodas, and, most importantly, the power of branding. Enjoy!00:00 Intro03:27 The Evolution of Poppy's Branding06:00 The Rise and Valuation of Poppy30:50 The Health Halo Effect38:38 The Rise of Functional Beverages41:22 The OliPop and Poppy Rivalry48:05 Vending Machine Gate01:03:16 Celebrity Investors in Poppy01:16:35 Alex/Alix, Unwell network, and influencer podcastsOrder Kate's NYT Bestselling book, One in a Millennial here!Text or leave a voicemail for Kate at 775-HEY-BETH!Take control of your hormonal health with Allara Health. Visit allarahealth.com/BETHEREINFIVE to get your personalized treatment plan and see if Allara is right for you. With insurance, you can get started with Allara Health for as little as $0. Experience Allara Health's expert, compassionate care today. Visit allarahealth.com/BETHEREINFIVE to get started. Copays may apply. See allarahealth.com/promo for full terms and conditions.Because amika loves Be There in Five listeners as much as we love them, they're giving you a one-time use code for 20% off your first order through the end of March. Just go to loveamika.com/bethereinfive and use code BETHEREINFIVE at checkout. That's loveamika.com/bethereinfive, code BETHEREINFIVE to get 20% off your first order through March 31st!Crush your health goals with mouthwatering, chef-crafted meals delivered straight to your door. Go to cookunity.com/BETHEREINFIVE or enter code BETHEREINFIVE before checkout for 50% off your first week. That's 50% off your first week by using code BETHEREINFIVE or going to COOKUNITY.COM/BETHEREINFIVE.Go to helixsleep.com/bethereinfive for the March Madness Sale. That's helixsleep.com/bethereinfive for 20% Off Sitewide.Treat yourself to extraordinary hydration from Liquid I.V. Get 20% off your first order of Liquid I.V. when you go to LIQUID-IV.COM and use code BETHEREINFIVE at checkout. That's 20% off your first order with code BETHEREINFIVE at LIQUID-IV.COM.Upgrade how you see the world and how the world sees you. Go to paireyewear.com and use code BTIF for 15% off your first pair. And support the show by mentioning Be There in Five sent you in your post checkout survey! That's paireyewear.com, code BTIF.