Podcasts about valuations

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Best podcasts about valuations

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Latest podcast episodes about valuations

The Compound Show with Downtown Josh Brown
Why Valuations Don't Matter

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Aug 1, 2025 81:27


On episode 202 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠ are joined by Adam Parker to discuss: earnings season, the Fed holding steady, R&D spending in big tech, Hulk Hogan's wealth, and much more! This episode is sponsored by Global X ETFs. Visit: https://www.globalxetfs.com/ and start exploring new opportunities today. Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠ 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 Josh Brown 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. 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. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Daily Crypto Report
"Kraken looks to raise at $15B valuation" Jul 30, 2025

Daily Crypto Report

Play Episode Listen Later Jul 30, 2025 6:52


Today's blockchain and cryptocurrency news  Bitcoin is down slightly at $117,535 Eth is down slightly at $3,756 XRP, is down .5% at $3.04 Anchorage Digital receives over 10k BTC Falcon Finance secures $10M investment Kraken looks to raise $500M at $15B valuation Learn more about your ad choices. Visit megaphone.fm/adchoices

TD Ameritrade Network
Nelson: Why Ford is a Hold Rating, Gauging TSLA's Valuation Model

TD Ameritrade Network

Play Episode Listen Later Jul 30, 2025 6:25


Ahead of Ford (F) earnings, "it's all about the guidance," says CFRA's Garrett Nelson. The U.S. automaker reports 2Q earnings after Wednesday's close. CFRA has a hold rating on Ford with an $11 price target. Garrett says valuation is a concern for Ford as it trades "to a premium compared to General Motors" and says Ford trails GM in domestic auto sales. Later, he turns to Tesla (TSLA) saying it should be viewed as a tech company based on its valuation and business lines its entering beyond automotive.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

AI Briefing Room
EP-333 Groq's Valuation Surge

AI Briefing Room

Play Episode Listen Later Jul 30, 2025 2:09


```html welcome to wall-e's tech briefing for wednesday, july 30th! explore today's top tech news: ai chip startup groq: nearing a $6 billion valuation in a new fundraising round, led by disruptive, showcasing strategic partnerships with bell canada and meta. anthropic's funding journey: on pace to secure $3 billion to $5 billion, potentially elevating its valuation to $170 billion with iconiq capital's leadership, involving investments from middle eastern sovereign wealth funds. u.s. space force investment: commits $4 billion to commercial satellite communication entrants, including new players like astranis, ensuring jam-proof battlefield communications. chatgpt's study mode: openai launches an educational feature aimed at fostering critical thinking among students, while addressing the need for effective controls. spotify's conversational shift: with 276 million paying subscribers, the company hints at enhancing consumer interaction through voice interfaces, amidst ad business performance concerns. stay tuned for more tech updates tomorrow! ```

Appraisal Buzzcast
Case Dismissed: Lawsuits and Liability for Appraisers

Appraisal Buzzcast

Play Episode Listen Later Jul 30, 2025 15:46


The legal landscape for appraisers is shifting—and fast. With lawsuits on the rise, today's episode dives into what every appraiser needs to know. Host Hal Humphreys is joined by Isaac Peck, President of OREP Insurance, who recently published an article on a major win in a high-profile discrimination lawsuit. Isaac breaks down what happened, why it matters, and how appraisers can stay protected.Read Isaac's article here: https://www.workingre.com/news-edition-case-dismissed-ohio-appraiser-wins-discrimination-lawsuit/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!

SMSF News and Strategies Podcast Show
SMSF NS: 130 The new financial year – lodgements, valuations and related party transactions

SMSF News and Strategies Podcast Show

Play Episode Listen Later Jul 30, 2025 17:40


In this episode, we discussed the new financial year – lodgements, valuations and related party transactions. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

Saxo Market Call
Euro crushed and what does Visa tell us about US equity market valuations?

Saxo Market Call

Play Episode Listen Later Jul 29, 2025 21:04


Today, we look at the downdraft in the euro and European stocks yesterday and wonder if this is merely a kneejerk reaction to the EU-US trade deal or the start of something bigger. We also run down a few big movers in the US yesterday as the AI theme remains strong in the "shovel" space in AI (those who make the hardware driving AI data centers). Finally, we use Visa's valuation to demonstrate the rich valuation in US equities, look at levels for major Euro crosses and gold and silver, break down the US macro data up today and more. Today's pod hosted by John J. Hardy, Saxo Global Head of Macro Strategy. Link to John's substack for more links to Saxo and other content. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
The Most Stressful Part of Selling Your Business

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Jul 29, 2025 45:53


What is the most stressful part of selling your business? Join us as we discuss the recent acquisition of National Pavement Partners and the balance they had to strike between completing due diligence and looking after their customers during their busiest season. View the complete show notes for this episode.   Want To Learn More? M&A Reps & Warranties | A Complete Guide Indemnification in Purchase Agreements | M&A Basics The M&A Purchase Agreement | An Overview Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Behind The Numbers
Smart Scaling Strategies for Business Owners – Andrea Beach

Behind The Numbers

Play Episode Listen Later Jul 29, 2025 31:48 Transcription Available


What's stopping your business from scaling? It might be a revenue bottleneck—and Andrea Beach knows how to fix it. In this episode of Behind The Numbers With Dave Bookbinder, Andrea Beach, CEO of Growth Concierge and founder of 22 companies, shares how her membership-based model gives businesses access to a team of seasoned entrepreneurs—without the overhead of full-time hires. Andrea explains how to identify and remove growth roadblocks, streamline operations, and build a culture that supports long-term success. She also explores the psychology of leadership and why understanding human behavior is critical to scaling smart. This episode is a must-listen for founders and business leaders ready to accelerate growth without sacrificing culture or control. ----more---- About our Guest: Andrea Beach is an accomplished entrepreneur, investor, and business strategist specializing in scalable growth, technology innovation, and consumer behavior. In addition to having founded over 21 companies herself, she has helped CEOs and business owners scale efficiently while reducing risk. As founder of the TC Network, Andrea provides a special operations – meets - white glove service for companies looking to grow without adding overhead. She has worked with Fortune 500 brands, advised hundreds of growth-stage companies. As an in-demand speaker and media commentator, Andrea is passionate about helping leaders unlock growth, leverage technology, and work smarter—not harder.   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.  

Building The Billion Dollar Business

In this episode, Ray Sclafani breaks down a common but dangerous misconception in the financial advisory industry: the overreliance on market-based multiples like revenue or EBITDA for determining a firm's value. He shares a real-world story about a financial advisor unsure of what a "7x multiple" actually meant, illustrating how valuation misunderstandings can derail succession, acquisition, and growth strategies. Ray offers a practical, nuanced view of valuation best practices, emphasizing the importance of reliable data, transparent assumptions, and holistic thinking. This episode is a must-listen for firm leaders preparing for succession, sale, or strategic growth.Key TakeawaysIt's essential to know what the multiple is based on (e.g., EBITDA, revenue, EBAC).Comparing firms without considering key differences (like size or client type) leads to inaccurate valuations.Market sentiment influences multiples, not always firm fundamentals.Discounted Cash Flow (DCF) offers a more accurate, customized valuation.Industry benchmarks are helpful but must be applied with the right context.A firm's value story should include culture, client impact, and sustainability—not just numbers.For more information click here to visit the Best in the Business Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

BackTable OBGYN
BackTable Brief: Understanding Medical Facility Fees in Practice with Dr. Barbara Levy

BackTable OBGYN

Play Episode Listen Later Jul 29, 2025 19:46


OBGYN Briefs - Understanding Medical Facility Fees in Practice The way you code and calculate costs might be affecting your practice more than you realize. In this episode of BackTable OBGYN, hosts Dr. Mark Hoffman and Dr. Amy Park welcome back Dr. Barbara Levy, a clinical professor at George Washington University and UCSD. They discuss the complexities of practice expenses and coding in medical specialties, emphasizing the differences between direct and indirect expenses which vary by geography and specialty.  The conversation covers the challenges in surveying costs, the importance of accurate representation in surveys, and the strategic implications of coding. They also touch on the complications arising from procedure revaluation and the impact of site-of-service on reimbursements. TIMESTAMPS 00:00 - Introduction  00:48 - Understanding Practice Expenses 02:28 - Survey Challenges and Fraud Concerns 03:19 - Valuation of Medical Procedures 07:39 - Impact of Code Changes on Payments 11:01 - The Complexity of Medical Coding 15:18 - Site of Service and Facility Fees CHECK OUT THE FULL EPISODE OBGYN Ep. 55 https://www.backtable.com/shows/obgyn/podcasts/55/insights-on-obgyn-coding-reimbursements

This Week in Pre-IPO Stocks
E217: Anthropic $150b valuation (now $170b!!!); xAI + Valor for GPUs; Figma IPO valuation set at $15-$16b

This Week in Pre-IPO Stocks

Play Episode Listen Later Jul 29, 2025 37:02


Send us a textCHAPTERS00:00 – Anthropic $150b valuation (now $170b!!!)15:13 – xAI + Valor for GPUs29:55 – Figma IPO valuation set at $15-$16bPARTICIPANTSNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…LinkedIn - www.linkedin.com/in/csorensoncfacmtAaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs…X - @AaronGDillon…LinkedIn - www.linkedin.com/in/aarondillonnyc

HR ShopTalk
Mergers And Acquisitions In HRM: How We Improve Company Valuation

HR ShopTalk

Play Episode Listen Later Jul 29, 2025 28:36


How does HR impact a company's sale price? Lindsay Osmond, former VP of HR and current business optimization expert, discusses the role HR plays in making companies 'sellable'.From employment contract liabilities to cultural red flags that derail deals, Lindsay explains what buyers really look at when they are making a decision. The information she shares can help position you as a strategic business partner in the process.Key takeaways include the specific metrics buyers care about, why people are your only true competitive advantage, and how to navigate the complex post-merger integration process.Find Lindsay at https://www.linkedin.com/in/lindsay-osmond-ba-bmgmt-cphr-a399064/Find Andrea at https://www.linkedin.com/in/andrea-adams1/ or https://thehrhub.ca/

Mon Carnet, l'actu numérique
{RÉFLEXION} - Carl-Edwin Michel propose son évaluation de la Nintendo Switch 2

Mon Carnet, l'actu numérique

Play Episode Listen Later Jul 29, 2025 8:17


Direction Toronto, où Carl-Edwin Michel livre ses impressions sur la Nintendo Switch 2 après plusieurs semaines d'essai. Il salue l'amélioration technique, mais déplore une autonomie limitée et un lancement timide côté jeux. Une mise à niveau solide, sans révolution, qui séduira les adeptes du jeu portable.

TD Ameritrade Network
SPOT "Market Leader" in Streaming, Investors Turn Up Volume on Earnings

TD Ameritrade Network

Play Episode Listen Later Jul 28, 2025 8:29


"It's hard not to love" Spotify's (SPOT) business model and growth potential, according to LikeFolio's Landon Swan. He calls Spotify a "market leader" in the streaming space and points out his firm's data showing the company continuing to eat up market share. The issue? Valuation. While Landon believes the stock has more room to the upside, investors may have already priced in perfection.======== 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

Excess Returns
The Risks of the Rise of Passive Investing | Mike Green

Excess Returns

Play Episode Listen Later Jul 27, 2025 82:41


In this episode of Excess Returns, Mike Green returns to dissect the structural transformation underway in public markets due to the rise of passive investing. He explains why “there's no such thing as a passive investor,” how inelastic flows distort prices, and what it means for valuation, volatility, and the long-term sustainability of equity markets. From the math behind market multipliers to the policy distortions driving mega-cap dominance, Mike walks through the macro, micro, and behavioral implications of passive flows — and what investors and policymakers need to do about it.

Marketing ATM
Rejection Therapy, Insane Valuations & Mascara Graveyards

Marketing ATM

Play Episode Listen Later Jul 27, 2025 40:05


Resources we mentioned in this episode: Touchland's $880million Exit Anaita's 7 day content challenge NZ Cheap Cars Daydream David Microsoft Clarity & Hotjar Appstle & Recharge (for subscriptions) Underlash See omnystudio.com/listener for privacy information.

3 Man Front
3 Man Front: Matt Baker talks CFB team valuations & national championship contenders

3 Man Front

Play Episode Listen Later Jul 25, 2025 15:18


Matt Baker from The Athletic joined 3 Man Front on Friday to discuss his article ranking the most valuable CFB programs in the country & why he views Clemson as a real National Championship contender this season. See omnystudio.com/listener for privacy information.

3 Man Front
3 Man Front Hour 3: Big Ten turbulence, Matt Baker & CFB valuations

3 Man Front

Play Episode Listen Later Jul 25, 2025 44:20


The third hour of Friday's 3 Man Front included a prominent CFB reporter firing back at the Big Ten, Matt Baker discussing the most valuable programs across college football & more of your great texts!See omnystudio.com/listener for privacy information.

Screaming in the Cloud
Betting on AI: The Delusion Driving Big Tech

Screaming in the Cloud

Play Episode Listen Later Jul 24, 2025 68:33


In this deep-dive episode, Corey Quinn and Ed Zitron break down the complex and often murky world of AI and the tech giants fueling today's rapid innovation. From Nvidia's soaring valuations to OpenAI's shaky finances and Microsoft's high-stakes gambles, they reveal the cracks hidden beneath all the hype.They navigate the tangled web of corporate finance, big investments, and what could happen if the AI boom falters whether it reshapes the economy or crashes spectacularly.With sharp takes on the crossroads of AI, crypto hype, SaaS economics, and enterprise software, Cory and Ed cut through the noise to separate myth from reality. They ask: Is today's tech gold rush truly transformative, or just another bubble pumped up by money, media, and wishful thinking?If you're into tech or investing, this episode challenges you to look past the buzzwords and understand the real forces shaping the future of technology.Highlights (00:00) Introduction and Initial Thoughts on AI(00:53) AI Skepticism and Financial Realities(03:01) Economic Analysis of AI Companies(07:44) Microsoft and OpenAI: A Complex Relationship(11:23) The Broader AI Market and Its Challenges(16:49) Comparing AI to Other Technological Innovations(34:45) The Salesforce AI Buzzword Craze(35:09) The Disconnect Between Business Press and Valuations(36:37) Google's AI Economics and TPU Insights(39:34) Meta's Midlife Crisis and AI Investments(47:11) The Nvidia GPU Dependency(58:40) OpenAI's Financial StrugglesAbout Ed ZitronEd Zitron is the CEO of EZPR, a national public relations agency focused on technology and business. He writes the popular tech and culture newsletter Where's Your Ed At and is the author of two books: This Is How You Pitch: How To Kick Ass In Your First Years of PR and Fire Your Publicist. Ed has been named one of Insider's Top 50 Best Public Relations People in Tech four times.Links: Where's your ed at https://www.ezpr.com/about-usBetter off Line Snark bot https://bsky.app/profile/aws-snarkbot.lastweekinaws.com

Three Inning Fan - The Podcast with Kelley Franco
Daniel Roberts of Front Office Sports Joins Kelley Franco to Talk Valuation and Revenue in MLB

Three Inning Fan - The Podcast with Kelley Franco

Play Episode Listen Later Jul 24, 2025 43:37


In this episode of the Three Inning Fan Show with Kelley Franco, Dan Roberts, Editor in Chief of Front Office Sports, dives in deep on the business side of MLB. Dan uses his expertise on sports revenue and valuations to delve into MLB franchise valuations and why they lag other sports, and links it to MLB revenue versus other professional leagues. He talks about Commissioner Manfred's changes to the game and how they have affected revenue, and how baseball benefits from its most marketable stars – but could use more. He also gets into MLB's TV rights deals and what the future could hold for them. Dan and Kelley discuss the looming labor negotiations for owners and the players union, a possible salary cap, and who stands to lose more in a work stoppage. And of course… Dan tells us what's good to eat while watching the ballgame, and the Boston fan just can't resist poking the Yankees, even if it's about their stadium food.*Music by Podington Bear

TD Ameritrade Network
Tatro: ‘You Never Own Tesla for Current Valuation'

TD Ameritrade Network

Play Episode Listen Later Jul 24, 2025 9:45


Quint Tatro calls the sell off in Tesla (TSLA) “concerning” and says its turnaround probably won't happen until 2026. “You never own Tesla for current valuation or data, you own Tesla because of the innovated products and what's coming down the pike – always.” Although he complains that Musk's forecasts can be hubristic, he thinks its robotaxis will soon be in every major city. Turning to Alphabet (GOOGL), he thinks fears of breakup are overblown and weighing on the stock, creating a discount.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The Daily Crunch – Spoken Edition
21-year-old MIT dropouts raise $32M at $300M valuation led by Insight

The Daily Crunch – Spoken Edition

Play Episode Listen Later Jul 24, 2025 5:07


Karun Kaushik and Selin Kocalar weren't planning to raise a Series A so soon. Their AI compliance startup, Delve, which announced a $3 million seed round in January, was growing fast and signing customers at a steady clip. Learn more about your ad choices. Visit podcastchoices.com/adchoices

AICPA Forensic and Valuation Services (FVS)
Valuation in a Climate of Uncertainty

AICPA Forensic and Valuation Services (FVS)

Play Episode Listen Later Jul 24, 2025 31:22


FVS Valuation subject matter experts Josh Shilts and Dave Consigli address current challenges encountered by professionals conducting valuations, emphasizing that these competencies remain fundamental — mirroring those required during the Covid period. Their discussion highlights several important insights: Embracing Economic Volatility: Ongoing economic uncertainty has become a constant factor, making adaptability essential for valuation professionals. Assessing Client Risk Management: It is critical to evaluate how clients are managing financial, operational, and strategic risks. The Importance of Industry Knowledge: In-depth understanding of industry dynamics remains vital. Composition and management of a company's workforce – especially in the context of generational shifts and the integration of AI. Guest: Josh Shilts, CPA/ABV/CFF/CGMA, Forensic & Valuation Services Director, Dean Dorton Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ Forensics Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online Check out these free resources Statement on Standards for Valuation Services (VS Section 100) Disaster Relief Resource Center Tariff Resource Center Demystifying M&A Valuation Engagements - What Sellers (and Buyers) Need to Know Navigating Business Interruption Claims | FVS webcast archive Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content AICPA VS Section 100 subsequent event toolkit Considerations when valuing distressed or impaired businesses FAQs Providing Bankruptcy and Reorganization Services, Vol. 2: Valuation in Bankruptcy | FVS Practice Aid Calculating Lost Profits | FVS Practice Aid FVS Quick Reference Guide: Standards and Premises of Value The FVS Valuation Podcast archives Complexities Of Subsequent Events in Business Valuation Enhancing Professional Growth through AICPA FVS Section Resources and Participation Transparency in Private Market Valuations LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

Money Maze Curated Podcasts
24: Dislocations, Valuations and the Changing World Order: Why Global Hedge Funds Matter Now - With Stephen Roberts, Founder & CIO of Orgueil Capital

Money Maze Curated Podcasts

Play Episode Listen Later Jul 24, 2025 46:24


In the investing universe, where long/short hedge funds are fewer and passive has reigned supreme, Orgueil Capital was established in February 2024 as an investment fund with an aspiration to quintuple investment capital over the next 8-9 years!  Founder Stephen Roberts, previously of Horseman Capital, explains why he came out of retirement to run a return-seeking, concentrated, thematic fund (with his family as a cornerstone investor).   He explains how they use a mix of thematic and fundamental research, helped by a macro-overlay to identify a range of opportunities.  Stephen covers why, at the time of recording, they're long on Chinese technology companies like Alibaba and UK house builders, but short on European car manufacturers.    Whilst he recognises that long/short is not an approach for everyone, he contends it is suitable for a slice of an investor's allocation.  Stephen's conviction about the available opportunity set and willingness to back his convictions emphatically means his approach is more reminiscent of many of the hedge funds that were once a much larger part of the investing world. Recorded on 9th June 2025.   Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | Contact Stephen & Team RETRACTION: In the introduction (00:50) Simon states that Orgueil Capital aims to "...quintuple capital through returns over 5-7 years." In fact, Orgueil Capital hopes to quintuple capital over the next 8-9 years. For more information on this, please visit their website. DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.

SAfm Market Update with Moneyweb
Navigating the challenges of renewable asset valuation

SAfm Market Update with Moneyweb

Play Episode Listen Later Jul 24, 2025 8:26


Willem du Toit , senior VP for Advisory and Investment Banking at Standard Bank CIB discusses how investors navigate and mitigate risks within the renewable energy space. SAfm Market Update - Podcasts and live stream

Mo News
Trump Vs. Obama; Feds Foil NYC Bomb Plot; ‘Free Press' Looking At $200 Million Valuation; Remembering Ozzy Osbourne

Mo News

Play Episode Listen Later Jul 23, 2025 39:04


Headlines:  – Welcome to Mo News (02:00) – Trump Announces ‘Massive' Trade Deal With Japan With 15% Tariffs (05:40) – Trump Accuses Obama of 'Treason' In The Oval Office (07:00) – Obama Blasts Trump for Attacking Him to Divert Away From Epstein (10:00) – ​​Justice Department Reaches Out to Ghislaine Maxwell As Calls For Epstein Transparency Grow Louder (13:40) – First Pill for Postpartum Depression Shows Varied Real-World Results (16:40) – Manhattan Bomb Plot Foiled As Feds Charge NY Man With Building IEDs (21:20) – Bari Weiss Seeks More Than $200 Million For Media Start-Up The Free Press (23:00) – Coke With Cane Sugar Is Coming. But Corn Syrup Isn't Going Away (26:45) – Domino's Pizza Says Parmesan Stuffed-Crust Drew New Customers (29:00) – Ozzy Osbourne, Godfather of Heavy Metal, Dead at 76 (31:50) – On This Day In History (34:00) Thanks To Our Sponsors:  – ⁠LMNT⁠ - Free Sample Pack with any LMNT drink mix purchase–⁠ Industrious⁠ - Coworking office. 30% off day pass–⁠ Athletic Greens⁠ – AG1 Powder + 1 year of free Vitamin D & 5 free travel packs– ⁠Incogni⁠ - 60% off an annual plan| Promo Code: MONEWS– ⁠Boll & Branch⁠ – 15% off, plus free shipping on your first set of sheets

Cyclone Fanatic
Williams & Blum: CFP Valuations, Farmageddon Spread, Texas Tech Doubt, Utah Buzz

Cyclone Fanatic

Play Episode Listen Later Jul 23, 2025 63:06


Chris Williams and Brent Blum are joined by Jake Brend to discuss the New York Times' valuation on every Power 5 football team, they hit more on Curtis Jones' NBA future, bounce around the Big 12 for some hot topics on Texas Tech and Utah and react to the Farmageddon spread. All presented by Mechdyne Corporation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Kamrani Hour on RSL, Potential adds in this transfer window, CFB program valuations + more

"The Drive" with Spence Checketts

Play Episode Listen Later Jul 23, 2025 37:02


The features writer for The Athletic on RSL, Potential additions in this transfer window, The Athletic's college football program valuations + more

KSL Unrivaled
FULL SHOW | College Football program valuations have surpassed 2.8 Billion, where does this stand compared to professional franchises? | Tim Buckley talks Memphis Athletics and why they are trying to buy their way into the Power 4 conferences | Stephen Ig

KSL Unrivaled

Play Episode Listen Later Jul 23, 2025 114:52


JJ & Alex with Jeremiah Jensen and Alex Kirry on July 22, 2025. Which CFB progam has the highest valuations? Tim Buckley, Memphis Athletics for the Daily Memphian  Would You Rather? Stephen Igoe, ECU Football for Hoist the Colors/247Sports Worst roster decisions made by NBA teams since 2020 The Top 10: Least valuable NHL franchises Salary Cap in the revenue sharing era  NFL Blitz: Trey Hendrickson won't report to Bengals camp Best and Worst of the Day

ChatGPT: OpenAI, Sam Altman, AI, Joe Rogan, Artificial Intelligence, Practical AI
Investors Fuel Loveable with $200M, Pushing Valuation to $1.8B

ChatGPT: OpenAI, Sam Altman, AI, Joe Rogan, Artificial Intelligence, Practical AI

Play Episode Listen Later Jul 23, 2025 7:10


Investors are buzzing after Loveable closing a $200M round. The funding has propelled the company's valuation to a remarkable $1.8 billion. This marks a pivotal moment in Loveable's growth journey.Try AI Box: ⁠⁠https://aibox.ai/AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about

ChatGPT: News on Open AI, MidJourney, NVIDIA, Anthropic, Open Source LLMs, Machine Learning

Investors are buzzing after Loveable closing a $200M round. The funding has propelled the company's valuation to a remarkable $1.8 billion. This influx of capital is expected to fuel expansion plans and product innovation.Try AI Box: ⁠⁠https://aibox.ai/AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about

Lex Fridman Podcast of AI
Loveable Secures $200M in Fresh Capital at $1.8B Valuation

Lex Fridman Podcast of AI

Play Episode Listen Later Jul 23, 2025 7:10


Investors are buzzing after Loveable securing a $200M investment. The funding has propelled the company's valuation to a remarkable $1.8 billion. This marks a pivotal moment in Loveable's growth journey.Try AI Box: ⁠⁠https://aibox.ai/AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about

Appraisal Buzzcast
Is This the End of Traditional Appraising?

Appraisal Buzzcast

Play Episode Listen Later Jul 23, 2025 16:07


Today, we're digging into one of the hottest debates in the valuation world: is the appraisal clipboard officially dead? Host Hal Humphreys welcomes back Tony Pistilli—our very first Buzzcast guest ever—to talk about his recent article that's stirring up strong reactions across the industry. With the new UAD format reshaping boots-on-the-ground appraising, we ask: what's really changing, and how should appraisers adapt?Tony breaks down the big picture, the pushback, and the mindset shift required to thrive in this evolving landscape. Whether you're embracing the tech or gripping your clipboard for dear life, this conversation is a must-listen.Read Tony's article here: https://appraisalbuzz.com/the-death-of-the-appraisal-clipboard/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!

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
Major Changes to SBA Loans (July 2025)

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Jul 22, 2025 45:21


Learn all about how the new SBA loan standard operation procedures will influence your sale. Steve Mariani, a financing intermediary, emphasized the importance of understanding these changes, particularly the equity injection rules and the impact on vehicle liens, to navigate SBA transactions effectively.  View the complete show notes for this episode.   Want To Learn More?   SBA Financing When Buying or Selling a Business M&A Seller Financing: A Complete Guide Small Business Acquisition Financing   Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

Behind The Numbers
Unlocking the Entrepreneurial Mindset Through Mindfulness – Sid Mohasseb

Behind The Numbers

Play Episode Listen Later Jul 22, 2025 34:45 Transcription Available


Can mindfulness actually make you a better business leader? In this episode of Behind The Numbers With Dave Bookbinder, we're exploring a transformative approach to entrepreneurship with Sid Mohasseb—author, TEDx speaker, angel investor, and self-described Entrepreneur Philosopher. As the founder of Anabasis Academy, Sid offers a powerful framework that blends mindfulness and business strategy to unlock human potential. Sid shares why he believes everyone has the capacity to be an entrepreneur—not just in starting companies, but in how we approach decisions and change. He breaks down his philosophy of mindfulness as a tool for active awareness—a way to confront our biases, manage emotions, and ultimately make smarter choices in business and life. We also discuss how organizations can thrive when they operate as platforms supported by five key pillars: employees, customers, partners, investors, and society. Sid brings these ideas to life with compelling stories and actionable insights that challenge conventional thinking. If you're ready to rethink your approach to leadership, decision-making, and value creation, this episode is for you. About Our Guest: Sid Mohasseb is known as the “Entrepreneur philosopher.”  Sid is twice best-selling author (“You Are Not Them: The Authentic Entrepreneurs Way” and “The Caterpillar's Edge: Evolve, Evolve Again and Thrive in Business”), a university professor at both engineering and Business School, a 2 time TED speaker, an advisor to fortune 500 leaders and an innovation thought leader who has built multiple companies and invested in many more. Sid is the founder of the Anabasis Academy, a global movement fusing mindfulness and entrepreneurship. He is a frequent contributor to Forbes, TIME, Newsweek, USAToday, Fox, Independent, Foreign Policy, Globe, London School of Economics, and Harvard Business Review. 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.

KSL Unrivaled
HOUR 1 | College Football program valuations have surpassed 2.8 Billion, where does this stand compared to professional franchises? | Tim Buckley talks Memphis Athletics and why they are trying to buy their way into the Power 4 conferences | Would You Rat

KSL Unrivaled

Play Episode Listen Later Jul 22, 2025 40:53


Hour 1 of JJ & Alex with Jeremiah Jensen and Alex Kirry. Which CFB progam has the highest valuations? Tim Buckley, Memphis Athletics for the Daily Memphian  Would You Rather?

FidelityConnects
U.S. equities: A valuation-conscious approach – Kyle Weaver and Becky Baker

FidelityConnects

Play Episode Listen Later Jul 22, 2025 32:08


With U.S. retail sales numbers out stronger than expected, it's clear that even in light of the tariff overhang, consumers are still spending into the economy. On today's episode, we learn more about where growth stocks may be hiding in plain view across US equity markets. Companies that often grow with long-term structural themes, as well as those that are currently pumping large amounts of free cash flows fit this strategy. Aspects of the A.I. trade fold nicely into the growth outlook, but which areas have the most untapped potential at this stage? Joining the show today to speak about growth opportunities across this market are Fidelity U.S. Growth Opportunities class Portfolio Managers Kyle Weaver and Rebecca Baker. Recorded on July 17, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Puck Presents: The Powers That Be
Media Monday: Substack's Wild Valuation & Bari Weiss's Big Decision

Puck Presents: The Powers That Be

Play Episode Listen Later Jul 21, 2025 25:37


Jon Kelly reunites with Peter to unpack Substack's billion-dollar valuation and its pivot from newsletter darling to multimedia hype darling. Then they dig into the culture-war-infused intrigue surrounding David Ellison's potential bid for The Free Press, and what it could mean if he folds Bari Weiss into CBS News. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

TD Ameritrade Network
Riesgo: FOMO Money Still to Hit Markets, Mag 7 "Defensive," Ignore Valuations Short-Term

TD Ameritrade Network

Play Episode Listen Later Jul 20, 2025 8:32


Ahmed Riesgo offers a bullish perspective on the markets for the near-future. He expects institutions and retail investors alike to a funnel "FOMO money" into stocks on fears of missing out on the next rally. The Mag 7 will grow, says Ahmed, though they'll serve as more defensive stocks as opposed to high-growth plays. He also argues valuations aren't good indicators of stock movement in the short-term.======== 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

TD Ameritrade Network
NFLX Highlighting Valuation Concerns in Earnings, FOMC Expectations Waver

TD Ameritrade Network

Play Episode Listen Later Jul 18, 2025 5:49


Kevin Hincks reports from the Cboe Global Markets to discuss his takeaways from the start of earnings season. He calls the overall trend strong but makes the case that overvaluation is hitting stocks like Netflix (NFLX), which traded lower despite its strong report. Kevin also notes a "quiet" period coming for the Fed ahead of its interest rate meeting at the end of July. He still expects a pause but believes a cut will come in September.======== 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

TD Ameritrade Network
"Strong Week" in Earnings & Ecodata, Valuation Overhang Remains

TD Ameritrade Network

Play Episode Listen Later Jul 18, 2025 4:49


Alex Coffey points to jobless claims, lower inflation and strong retail sales adding muscle to markets. Earnings tacked onto that strength, but as Alex points out, valuations are starting to hit momentum. He says it will be all eyes on next week's earnings to see if stocks are truly pushing valuations too far.======== 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

The Tech M&A Podcast
2025 Tech M&A Mid-Year Report

The Tech M&A Podcast

Play Episode Listen Later Jul 17, 2025 35:28


Whether you're exploring an exit or simply preparing for the future, Corum's 2025 mid-year report will give you the insight you need to navigate the second half of the year.   Billion-dollar tech deals dominate the headlines—but that's only part of the story. If you're the CEO, founder or investor in a smaller software or IT company, you need to understand what's really happening in the M&A market and how it impacts companies like yours.   Corum's 2025 Tech M&A Mid-Year Report Covers: •    CEO Desk: “Too Small to Sell? Think Again” •    Corum's “Four Pillars for M&A Success” •    Key trends in Tech M&A in H1 2025 •    Valuation metrics across 6 sectors and 29 subsectors •    Top buyers acquiring in 2025   Download a copy of the H1 2025 report: Tech M&A Monthly Webcast: 2025 Mid-Year Tech M&A Report | Corum Group   #techM&A2025 #techexitstrategy #techvaluationmetrics #corumgroup #softwarecompanysale

This Week in Pre-IPO Stocks
E216: Anthropic targets $100B valuation; Anthropic launches Claude 4 financial tools; Thinking Machines raises $2B at $12B valuation; OpenEvidence secures $210M at $3.5B valuation; Xtend adds $30M to reach $100M total funding; Cognition acquires Windsurf

This Week in Pre-IPO Stocks

Play Episode Listen Later Jul 17, 2025 15:26


Send us a text00:00 - Intro00:53 - Anthropic Targets $100B Valuation02:21 - Anthropic Launches Claude 4 Financial Tools03:20 - Thinking Machines Raises $2B at $12B Valuation04:58 - OpenEvidence Secures $210M at $3.5B Valuation07:11 - Xtend Adds $30M to Reach $100M Total Funding09:10 - Cognition Acquires Windsurf with $82M ARR11:12 - Via Files IPO with $326.6M Projected Revenue12:13 - Polymarket Clears Probes After $3.6B Election Bets13:00 - xAI Wins $200M DoD Contract at $121.1B Valuation14:00 - Scale AI Cuts 14% Staff Post-$870M Revenue

Motley Fool Money
Is The Stock Market In Bubble Territory?

Motley Fool Money

Play Episode Listen Later Jul 16, 2025 18:07


Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML's earnings, and a surprising report from Johnson & Johnson. (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Is the market in a bubble? - Google's $25 billion data center and energy deals - Earnings takeaways from ASML and J&J - Bold predictions this earnings season Companies discussed: Brookfield Asset Management (BAM), Brookfield Renewable Partners (BEP), Johnson & Johnson (JNJ), Alphabet (GOOG, GOOGL), ASML (ASML), Palantir (PLTR), Robinhood (HOOD), Cloudflare (NET) Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineers: Dan Boyd, Natasha Hall   Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Business Breakdowns
Agilent: Back To The Lab - [Business Breakdowns, EP.223]

Business Breakdowns

Play Episode Listen Later Jul 16, 2025 41:31


 This is Matt Reustle. Today, we are breaking down Agilent. If you aren't familiar with Agilent, it is a $30 billion market cap company at the time of this recording, and they focus on one of the more interesting niches: equipment and instruments sold into laboratories. Its equipment is being sold to the life sciences sector, diagnostics, applied chemical markets, and some very unique R&D work. My guest is Mark de Vos, fund manager at Troy Asset Management, and he brings us through the story of Agilent. It was born within Hewlett-Packard, which spun off a little more than 25 years ago, and Mark helps break down highly complex concepts like chromatography. This is a deeply ingrained industry player with a unique razor and razor blade model and an evolving business. Please enjoy this breakdown of Agilent. 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 (00:02:28) Understanding Agilent's Core Business (00:03:28) Agilent's Market and Customer Base (00:04:55) Agilent's Historical Background (00:08:58) Agilent's Product and Service Strategy (00:13:51) Competition and Market Position (00:24:29) Financial Performance and Growth (00:28:07) New Business Segments and Innovations (00:35:32) Valuation and Investment Insights (00:40:07) Lessons From Agilent

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
How to Increase Your Business's Value and Attract Buyers

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Jul 15, 2025 33:01


What do buyers look for in a business, and how can you increase the value of your business by focusing on these areas? Join us as we discuss strategies for increasing the value of your businesses to attract buyers with Justin Goodbread, a business coach and financial advisor.  View the complete show notes for this episode.   Want To Learn More?  M&A Guide | The 4 Types of Buyers of Businesses Optimizing Your Business for a Successful Exit How Involved Will I Be in Selling My Business? Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Behind The Numbers
Building a $100 Million Business That Runs Without You - Stewart Ervin

Behind The Numbers

Play Episode Listen Later Jul 15, 2025 29:06 Transcription Available


What separates businesses that scale from those that stall? In this episode of Behind The Numbers With Dave Bookbinder, we're joined by Stewart Ervin, founder of Bracket Management and creator of Built to Run: The $100 Million System. Stewart specializes in business turnarounds and operational systems designed to align finance and operations—so businesses can scale efficiently and maximize value. Stewart shares a practical playbook for helping owners break through growth ceilings by focusing on: Clean financials that tell the real story Core process reviews that improve efficiency Forward-looking forecasts that drive decision-making Drawing from deep experience in the manufacturing sector, Stewart explains how fractional CFO services can deliver C-suite-level insights without the full-time cost. He also discusses how smart pricing, cost optimization, and cultural alignment can unlock new levels of profitability. Whether you're building toward an exit or just trying to regain control, this episode delivers actionable insights for creating a business that runs—without running you. ----more---- About Our Guest: Stewart Ervin, founder of Bracket Management and creator of the Built to Run: The $100M System™ — a no-fluff, execution-first operating system for real businesses that are stuck, scaling, or preparing for exit. With over 25 years of experience in finance, operations, and manufacturing leadership, Stewart has helped companies break through profit ceilings, eliminate chaos, and drive results — not just reports. His clients, typically owner-led businesses between $1M and $100M, see an average 36.7% increase in revenue and a 27.9% increase in net profit.     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.