Podcasts about valuations

Airbnb of Commercial Real Estate

Verizon (VZ), Lockheed Martin (LMT), Visa (V), and American Medical Technologists (AMT) are some of Adam Lampe's stock picks. These are stocks he thinks have great valuation. He talks about reasons for optimism in the markets, noting that midterm elections are usually good for the market. He also goes over investment strategies amid market turmoil. Tune in to find out more.

This week Nasson talks to City A.M. reporter Charlie Conchie. Charlie goes through crypto's tentative steps to recovery, unpicks London-based Thought Machine and Modulr's latest funding rounds, and explains Klarna's lowered $30bn valuation and discusses whether this is a cause for concern for private markets. See omnystudio.com/listener for privacy information.

In 2019, Jonathan Shroyer, alongside his Co-Founder Scott McCabe, started Officium Labs with the goal to help clients turn contact centers into profit centers. After two years of seeing incredible growth, Jonathan was approached by three investors to acquire Officium Labs. Shroyer ultimately ended up selling to Arise for around 20X EBITDA.

In today's episode, we talk about whether entrepreneurs should put a valuation on their early-stage startup, and what investors expect from you in relation to that valuation. --- Send in a voice message: https://anchor.fm/launchchat/message

Account receivables automation

#TheShot of #DigitalHealth Therapy turns 100 today! Thats 100 episodes of meticulously un-produced content. So for this special occasion, Jim Joyce and I had one of our longest episodes ever with the brilliant Morgan Cheatham, VP at Bessemer Venture Partners :

Listen in podcast appIn this week's episode of Reformed Millennials, Joel introduces his new co-host who dives into markets, the F1 Race in Miami, the impact of playoffs on cities and whether or Uber will ever make as much money as Yellow Cab.Listen on Apple, Spotify, or Google Podcasts.If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to.👉 For specific investment questions or advice contact Joel @ Gold Investment Management.📈📊Market Update💵📉This weeks market update is long but brought to you by a fantastic Gavin Baker tweet storm.First, a break down from Joel and then an explanation from Gavin on why today ISN’T the 2000 dot com bust.One of the major characteristics of bear markets is very high correlations between stocks regardless of their current or expected fundamentals. We saw that last week when in the first half most stocks sold off together and in the second half they rallied together.During market corrections, some religiously look for stocks that show relative strength. The premise is simple – if a stock tries to break out to a new 52-week high while the general market is selling off, it is likely to be a future momentum leader.Keep a watch list of growth stocks that hold well and even try to make new highs when the market is in a correction but keep in mind that those growth stocks are not very likely to make big sustained moves until the market starts to climb.We are in the midst of a bear market bounce. It could last only a few days or a few weeks. Any such climb would be classically defined as a climb of the “wall of worry”. After a few months of selling, most market participants are not thinking about buying dips blindly and are not trusting the rallies. It will take a long time for this sentiment to change which means that excessive volatility and frequent reversals are still here to stay for the time being.FROM GAVIN BAKER: This is nothing like 2000. Valuations for tech peaked in 2020. At the 2020 peak on a cap weighted basis, the 10 largest tech companies in the Nasdaq traded at a 44% discount to the largest tech companies at the 2000 peak using NTM EPS and 58% discount using LTM EPS.We are 21 months post peak valuation in 2020 and today’s multiples for the 10 largest tech companies on a cap weighted basis are 67% below the 2000 peak valuations on a NTM basis and 79% below on a LTM basis.There is an even bigger divergence in actual business performance. TTM EPS for the 10 largest tech co’s *declined* 73% in the 21 months post peak valuation. TTM EPS for the 10 largest tech co’s today has *grown* 71% since peak valuations 21 months ago.Because of this growth, today’s 10 largest tech stocks are significantly *cheaper* today, 21 months post peak valuation than the year 2000 stocks 21 months post their peak valuation despite the year 2000 stocks having declined 80%ish at this point past peak.Valuation multiples for the top 10 have compressed 40% in the 21 months since the 2020 peak, which is *more* than the 31% compression in the 21 months post the 2000 peak. Simultaneous multiple compression and fundamental EPS implosion was what killed tech in 2000.To approximate a year 2000 style meltdown, EPS for the 10 largest tech companies would have to decline 73%. This is not going to happen.A 73% decline in EPS is not going to happen even in a severe recession given how many of today’s tech companies have either entirely or partly recurring revenues. And for software, Covid showed that a “software contract is better than first lien debt.”So much of the revenue for 2000 tech companies was “capex” for their customers that could easily be turned off or deferred. Revenue for many of today’s large cap tech companies is open for their customers and their customers go out of business if they defer payment.Am going to run the exact numbers but likely only 5-15% of revenue for the 10 companies from 2000 was recurring given the dominance of hardware and upfront software license revenue. This number is *much* higher for today’s companies so EPS will be much more resilient.Yes, internet advertising would shrink in a recession, but only slightly given any recession is likely to be one with *positive* nominal GDP growth and internet advertising is a nominal good. It simply is pricing. Even better than pricing power.Y2K multiples would’ve taken the Nasdaq to a peak over 30,000. Instead it peaked at 16,000. This is nothing like the year 2000 in terms of either valuations or bottoms up fundamentals.Top down macro fundamentals are worse from an inflation perspective today and may end up worse from a rates perspective. But valuations are super low given these companies growth rates, margins and ROICs both cross-sectionally and relative to their own longitudinal history.We will see which ends being most important over the next 1, 3 and 5 years. Time will tell. But this is *nothing* like the year 2000 in any measurable, quantitative way for large cap public equities.Maybe, the software companies that engaged in wildly irresponsible fund raising at multiple well over 100x ARR are comparable in some ways. Some SPACs for sure. Reminder that no one is more at risk from high valuations than founders and employees. Sad but true.But those software companies almost all have revenue, proven, repeatable business models and likely survive. The comparable companies in Y2K didn’t even have revenue. Or business models. They were essentially PowerPoint presentations (like some 2020 SPACs).And I promise, for every large cap that anyone wants added to the 2020 comps, I can find a much more expensive large cap from 2000 that was growing slower with a lower ROIC and a more vulnerable business model.And the same goes for SMID caps. I can beat any ridiculous example someone cares to provide from 2020 with multiple even more ridiculous companies from 2000.💸Reformed Millennials - Post of The WeekDefault AliveDavid Sachs, ex-COO of Paypal and GP of Craft has an excellent recession playbook for entrepreneurs and investors that I watched on Saturday.I learned A LOT.SOME OF MY NOTES:Public markets lead VC marketsMultiples in public markets are a benchmark for investors funding ideas in the public markets.Public markets SAAS has seen multiples contract from 15X down to 5.5X NTM RevenuesThe economy has a lot of uncertainty which is leading to frozen capital marketsTiger Global has worked through 65% of its 18B investment fund.Looking at 2/3 capital deployment reduction in the second half of 2022Revenue for marketplaces should be gross margins/net revenue and not GMVCAC payback is incredibly important.HOW DOES THIS COMING RECESSION COMP TO RECESSIONS OF THE PAST:Dot Com Crash 2000-2002 ~ 2-3 yrsGreat recession 08/09 ~1.5 yearsFOR INVESTORS, THEIR FUNDRAISING BAR IS SIGNIFICANTLY HIGHER:The great company features 300% revenue growth, 70% gross margins, Net dollar retention of 140%, CAC payback 6-12months, Burn multiple is 1 or lessThe good company features 200+% revenue growth annually, 50% gross margins, Net dollar retention of 120%, 12-18 month CAC payback, and a burn multiple of 1-1.5Bad - un 200% revenue growth, under 20% gross margins, net dollar retention under 100%, CAC payback under 24 months, and a burn multiple over 2Burn multiple = Net burn / Net new ARR (the lower the multiple, the more efficient it is.)extend the runway to 30 months if possible (how much money do you have to run the company)Current A-C rounds are raising at 20 X ARROPERATIONS:immediate layoffs if you’re burn multiple is 2 or lessfreeze spending at a bare minimumfocus on your CAC payback and improves margins more than Net Dollar retentionearlier the stages of your startup, the more you can justify product development and R&D spendThe best time to build a business is in a recession. Other than fundraising, everything is more manageable. Advertising is cheaper, employees are cheaper, and of higher quality during tough times, it's a great time to course-correct and find your "product-market fit".🐦 Twitter Thread of The Week 🐦F1 Twitter Thread from Pomp:My boy Anas explaining inflation with an Arabic POV:🔮Best Links of The Week🔮🛢️ U.S. Strategic Petroleum Reserve drops to lowest level since 1987 😅 Twitter’s CEO and Elon Musk are beefing over bot counts🌱 India open to exporting wheat to needy nations despite ban🛡️ Carlyle to buy U.S. defense contractor ManTech for $3.9 billion ⛔ Sweden’s plans for NATO membership hit snag as Turkey says no₿ $3 billion in bitcoin was sold in an attempt to save UST stablecoin This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.reformedmillennials.com

The slowdown induced by central bank tightening is just starting. Be patient when adding risk to portfolios. Valuations have declined materially but the price paid for high earnings growth is still elevated.

Pinterest operates a visual discovery engine. The company's platform allows users to find inspiration for many things in their lives. Some of the most popular topics include recipes, home design, and DIY projects. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Pinterest. Enjoy the show! This episode is sponsored by Commonstock, a social network for smart money investors. Check-out the platform here: https://commonstock.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive  Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (4:02) Industry | (9:30) Management & Ownership | (12:33) Valuation | (16:09) Earnings | (17:41) Balance Sheet | (21:50) Our Analysis | (22:30) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices

A common question for forensic accounting experts is, “How do I break into this industry and become a forensic accountant?” In this week's episode, Leah interviews Hayden Lewellen, a forensic accountant who started this career path with an FBI internship and a public accounting internship. Learn more about his journey and advice to others seeking guidance to join this fascinating career.Hayden Lewellen is a Certified Public Accountant and a Certified Fraud Examiner. After graduating with his BSBA in Accounting in May of 2020 he successfully received his MBA and his CPA license within a year and, after a nine-month internship that was extended due to the ongoing pandemic, he began working full-time for HoganTaylor LLP as a Forensic, Valuation, Litigation Support Staff in October of 2020. PROMOTIONAL INFORMATION MENTIONED IN TODAY'S EPISODESubscribe for Novel Mysteries escape room updates and be the first in line to book at www.novelmysteries.com. OTHER RESOURCES Leah's new book Data Sleuth is available on Amazon.CONNECT WITH HAYDEN LEWELLENLinkedIn: @HaydenLewellenCONNECT WITH WORKMAN FORENSICSYoutube: @WorkmanForensicsFacebook: @wforensicsTwitter: @wforensicsInstagram: @wforensicsLinkedIn: @workmanforensicsSubscribe and listen to this and more episodes of The Investigation Game on Apple Podcasts, Android, or anywhere you listen.

Mon, 16 May 2022 13:12:49 +0000 https://jungeanleger.podigee.io/209-wiener-borse-plausch-s228 00d8663b341912fe1077aff1ca8a8c65 Die Wiener Börse Pläusche sind ein Podcastprojekt von Christian Drastil Comm. Unter dem Motto „Market & Me“ berichtet Christian Drastil über das Tagesgeschehen an der Wiener Börse. Die Folge S2/28 dreht sich um einen schönen charttechnischen (Ne)Hammer bei der Verbund-Aktie, ein positives Ding aus der Candlestick-Technik, die Verbund-Aktie hat seit Freitag 10 Prozent Plus gemacht. Top-Thema ist aber freilich die MSCI-Aufnahme für die Strabag. Weiters: Gute Signs für AT&S, Valneva kein EMA-Liebling, Gerald Grohmann jagt sich nicht mehr selbst, Valution Oberbank und ein Mail von Kurt Stiassny. Bei Erste und OMV sind sich die Vorstände nicht einig. Die 2022er-Folgen vom Wiener Börse Plausch sind präsentiert von Wienerberger, CEO Heimo Scheuch hat sich im Q4 ebenfalls unter die Podcaster gemischt: https://open.spotify.com/show/5D4Gz8bpAYNAI6tg7H695E . Co-Presenter im Mai ist Palfinger, siehe auch die überarbeitetehttp://www.boersenradio.at Der Theme-Song, der eigentlich schon aus dem Jänner stammt und spontan von der Rosinger Group supportet wurde: Sound & Lyrics unterhttp://www.boersenradio.at/page/podcast/2734 . Risikohinweis: Die hier veröffentlichte n Gedanken sind weder als Empfehlung noch als ein Angebot oder eine Aufforderung zum An- oder Verkauf von Finanzinstrumenten zu verstehen und sollen auch nicht so verstanden werden. Sie stellen lediglich die persönliche Meinung der Podcastmacher dar. Der Handel mit Finanzprodukten unterliegt einem Risiko. Sie können Ihr eingesetztes Kapital verlieren. 209 full no Christian Drastil Comm.

Are you familiar with Griffith's Valuation of Ireland? If not, now is the time to become acquainted with it. It is invaluable in mid-19th-century Irish research. Podcast Show Notes: https://ancestralfindings.com/griffiths-valuation-ireland/  Genealogy Clips Podcast https://ancestralfindings.com/podcast Historical Postcard Giveaway https://ancestralfindings.com/postcard-giveaway/ Free Genealogy eBooks https://ancestralfindings.com/ebooks Hard To Find Surnames https://ancestralfindings.com/surnames Follow on Facebook https://www.facebook.com/AncestralFindings Support Ancestral Findings https://ancestralfindings.com/donation #Genealogy #AncestralFindings #GenealogyClips

Derek Moore explains why commentators on CNBC and Bloomberg have been talking about valuations coming down due to interest rates increasing. Why do interest rates matter to stock valuations? How would you explain it to someone? Plus, how all these inputs are estimates and can change over time.   How to understand the present value of future cash flows DCF or discounted cash flow model Earnings estimates on the market for 2022, 2023, and 2024 Intrinsic valuation of the S&P 500 Index based on different index rates What is the equity risk premium? What is the discount rate? How does the 10-year treasury bond interest rate factor in? What is the terminal rate of growth for markets?       Mentioned in this Episode:   Jurrien Timmer of Fidelity 2-Year Treasury Yield Implied PE vs Forward PE S&P 500 Index https://twitter.com/TimmerFidelity/status/1525190396413894657   Professor Aswath Damodaran S&P 500 valuation estimate worksheet https://aswathdamodaran.blogspot.com/2022/05/in-search-of-steady-state-inflation.html   Contact Derek Moore derek.moore@zegafinancial.com   ZEGA Financial www.zegafinancial.com   Derek Moore's Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin&

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AI-driven urban safety drones

What every owner should take away from Elon Musk's decision to press pause. Enjoy this special edition of Built To Sell Radio. 

On this episode, Ashley discusses the current state of the various markets, what to expect concerning inflation and best practice as to valuations for the future.

Eddie Whittingham started a company called The Defense Works in 2016. His idea was to provide companies with information on how to avoid getting hacked. Whittingham created a series of animated video clips explaining cyber security best practices and offered his content on a subscription model to companies. By 2020, Whittingham had bootstrapped his business to 8 full-time employees when he attracted an offer of 7 times revenue from Proofpoint, one of the largest players in the cyber security industry. Whittingham got Proofpoint up to 10 times revenue and agreed to the deal.

Known as the "Dean of Valuation," Aswath Damodaran is best known as the author of several widely used academic and practitioner texts on Valuation, Corporate Finance and Investment Management; he is widely quoted on the subject of valuation, with "a great reputation as a teacher and authority". His advice is a must for those wishing to gain a better understanding of investment valuation and its methods. With it, you can take the insights and advice of a recognized authority on the valuation process and immediately put them to work for you. The tools and practice of corporate valuation is intimidating to most laymen, who assume that they do not have the skills and the capability to value companies. In this talk, professor of finance Aswath Damodaran lays out four simple propositions about valuation. The first is that valuation is not an extension of accounting, insofar as it is not about recording the past but forecasting the future. The second is that valuation is not just modeling, where people put numbers into Excel spreadsheets and pump out values - a good valuation requires a narrative that binds the numbers together. The third is that valuing an asset or business is very different from pricing that asset or business, a difference that is often blurred in practice. The fourth is that luck plays a disproportionate role in whether you make money off your valuations. Put differently, you can do everything right and still walk away with nothing or worse at the end. Visit http://g.co/TalksAtGoogle/FourLessons to watch the video.

The MRT3 project has been revived recently, with an estimated construction cost of RM31 billion, and will involve the construction of 31 stations over 50 km of rail lines. En. Sulaiman Saheh, Director of Research, Rahim & Co International discusses connectivity and the valuation of property. Image credit: Shutterstock.com

Christian Mueller-Glissmann, Goldman Sachs Head of Portfolio Strategy, says markets are going through a valuation reset. Gabriela Santos, JPMorgan Global Market Strategist, is investing based on a soft landing from the Fed. Steve Ricchiuto, Mizuho Americas Chief US Economist, says we are in the final stage of what is going to be a significant bear market. Rep. French Hill, (R) Arkansas, says Jay Powell deserves a second term as Fed chair.  See omnystudio.com/listener for privacy information.

When sales software company Outreach began back in 2014, there were three people making the amount of sales a team of 20 would. Today, they have 1,000 employees across the world and over 5,000 customers. We were joined by Co-Founder & CEO Manny Medina to discuss: Encouraging your employees to be high performers in and outside the organization Using feedback to understand what you're doing right and where you can improve The importance of prioritizing customer retention before expansion AWS: Get $5k in AWS Activate credits https://airtable.com/shrFijXunQBERPk03/tblfa6peyqQNYtttM/viwRbOD7yMAo5pEaN/recdwW4wogYw7aFcF With AWS Activate, startups get access to the resources they need to quickly get started on AWS - including credits, technical support, and training.

Fintech has boomed in recent years but a flood of money into the sector has spurred concern that some companies will struggle to grow into lofty valuations as the economic environment gets more challenging.On the podcast this week, Tim Levene, chief executive officer at Augmentum Fintech (AUGM) tells the IC's Mary McDougall how he avoids overpaying for companies, how he's helping them prepare for tougher fundraising conditions and how the invested part of the fund has achieved an internal rate of return of over 20 per cent since its launch in 2018. They also discuss what threat neo brokers pose to traditional investment platforms, the prospects for digital assets and to what extent the Wirecard scandal has cast a shadow over the German fintech scene. Augmentum Fintech is the only publicly-listed fintech fund in the UK, with assets of £267mn invested across 24 holdings in the UK and Europe. See acast.com/privacy for privacy and opt-out information.

In our Toolkit podcast series, we are taking a deep dive into one accounting topic each month that goes beyond the basics and into areas that require judgment. This month, we are covering income taxes–a multifaceted area that generates numerous technical questions.In this episode, Heather Horn was joined by Jenn Spang and Kassie Bauman from PwC's National Office to discuss the accounting guidance for divestitures, focusing on some of the primary judgments.In this episode, you will hear:4:06 - Considerations during the period of time that a company is contemplating a divestiture8:38 - Key judgments when assessing valuation allowances before a divestiture is classified as held-for-sale17:56 - How the timing of deferred tax liability reversals could impact valuation allowances20:26 - Held-for-sale accounting: how to determine whether deferred taxes are included in the disposal group28:32 - Financial statement presentation considerations for after the divestiture has occurred42:20 - Additional focus areas to keep in mind for successful divestiture tax accountingWant to learn more? Listen to our previous podcast, Working with uncertain tax positions, and read about how a disposal impacts Valuation allowances in our Income taxes guide.Jenn Spang is a partner in PwC's National Office and serves as the income tax accounting leader, specializing in tax accounting under US GAAP and IFRS. She has over 25 years of experience helping companies in a variety of industries navigate complex tax accounting matters.Kassie Bauman is a managing director in PwC's National Office who consults on tax accounting under US GAAP and IFRS. Kassie has more than 20 years of auditing and accounting experience, including significant experience addressing complex technical accounting matters as part of the firm's National Office.Heather Horn is PwC's National Office thought leader, responsible for developing our communications strategy and conveying firm positions on accounting and financial reporting matters. She is the engaging host of PwC's accounting and reporting weekly podcast and quarterly webcast series. With over 30 years of experience, Heather's accounting and auditing expertise includes financial instruments and rate-regulated accounting.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.

Brookfield Asset Management is an alternative asset manager that focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Brookfield Asset Management. Enjoy the show! This episode is brought to you by Masterworks. Join a community of 400,000 investors with access to exclusive blue-chip art investments. Use our link and get access today:  http://masterworks.art/CCM Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Interested in more of Brad's work? Find his Substack: https://stockmarketnerd.substack.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (5:36) Industry | (11:36) Management & Ownership | (12:48) Valuation | (16:58) Earnings | (19:51) Balance Sheet | (21:14) Our Analysis | (23:48) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Today’s audio recap focuses on our May 7 note, Valuation ComeuppanceIf you are not a subscriber to all of our products, details can be found hereBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.com/in/barry-c-knapp/@barryknappThis institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the author’s current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.© 2022 Ironsides Macroeconomics LLC. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe

In 2016, James Ashford took what little was left after his business failed and invested £4,000 in developing proposal software for accountants which he named GoProposal. By 2020, GoProposal was a slick application with £1.5 million in revenue and hundreds of accountants using it. That's when Ashford agreed to be acquired for a healthy 8-figure sum.

L'After foot, c'est LE show d'après-match et surtout la référence des fans de football depuis 15 ans ! Les rencontres se prolongent tous les soirs avec Gilbert Brisbois et Nicolas Jamain avec les réactions des joueurs et entraîneurs, les conférences de presse d'après-match et les débats animés entre supporters, experts de l'After et auditeurs. RMC est une radio généraliste, essentiellement axée sur l'actualité et sur l'interactivité avec les auditeurs, dans un format 100% parlé, inédit en France. La grille des programmes de RMC s'articule autour de rendez-vous phares comme Apolline Matin (6h-9h), les Grandes Gueules (9h-12h), Estelle Midi (12h-15h), Super Moscato Show (15h-18h), Rothen s'enflamme (18h-20h), l'After Foot (20h-minuit).

PlayWay produces PC and mobile games. The company is based out of Poland, but markets its games in Poland, Western Europe, North America, Germany, and internationally. Listen as Brett and Ryan ask Spencer questions about the company, its business model, and valuation. Enjoy the show! This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device. Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128  Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com  Timestamps Playway | (3:33) Types of Games | (15:00) Valuation | (27:27) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices

(Lander, WY) – 1330 KOVE AM / 107.7 FM's Coffee Time host Vince Tropea recently caught up with Fremont County Assessor Tara Berg, who stopped by to chat about the recent valuation notices that were sent out to Fremont County property owners back in April. In addition to providing a detailed breakdown of the valuation process, Berg filled us in on the 30 day appeal period (ending May 13th), tonights public hearing in Dubois, and what folks can expect in terms of local and state trends. Check out the full Coffee Time interview with Berg below, which begins around the 6 minute 45 second mark. Be sure to tune in to Coffee Time every morning at 8:00 AM on 1330 KOVE AM / 107.7 FM, or stream it live right here.

In this episode we answer emails from Andy, MyContactInfo and James The Flatterer.  We discuss factor investing in detail, why it is better than prior approaches and how to use it, why using valuation methods is beyond the skills of most amateurs and financial advisors and more fun with Wisdom Tree Funds.Links:Factor Investing Article 1:  Factor Investing Definition (investopedia.com)Factor Investing Article 2:  Factor investing - WikipediaCorrelation Analysis of Golden Ratio Factor Funds:  Asset Correlations (portfoliovisualizer.com)The Current Portfolio of James:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)Support the show

2022 has presented a complex set of challenges, meaning investors may want to take a step back and consult rules-based indicators and strategies for some clarity.-----Transcript-----Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about trends across the global investment landscape and how we put those ideas together. It's Wednesday, May 4th, at 2 p.m. in London. 2022 is complicated. Cross-asset returns are unusually bad and investors still face wide ranging uncertainties, from how fast the Federal Reserve tightens, to whether Europe sees an energy crisis, to how China addresses COVID. But step back a bit, and the year is also kind of simple. Valuations were high, policy is tightening and growth is slowing, and prices have fallen. Cheaper stocks are finally outperforming more expensive ones. Bond yields were very low and are finally rising. So what should investors do, given a complex set of challenges, but also signs of underlying rationality? This can be a good time to step back and look at what our rules-based indicators are saying. Let's start by focusing on what these indicators say about where we are in the cycle, and what that means for an investment strategy. Our cycle indicator looks at a range of economic data and then tries to map this to historical patterns of cross-asset performance. Our indicator currently sees the data as significantly above average. We call this 'late cycle', because historically readings that have been sharply above the average have often, but not always, occurred later in an economic expansion. This is not about predicting recession, but rather about thinking probabilistically. If the odds of a slowdown are rising, then it will affect cross-asset performance today, even if a recession ultimately doesn't materialize. At present, the 'late cycle' readings of this indicator are consistent with underperformance of high yield credit relative to investment grade credit, the outperformance of defensive equities, a flatter yield curve and being more neutral towards bonds overall. All are also current Morgan Stanley Research Views. A second question that comes up a lot in our meetings is whether or not there's enough worry and concern in the market to help it. After all, if most investors are already negative, it can be harder for bad news to push the market lower and easier for any good news to push the market higher. We try to quantify market sentiment and fear in our sentiment indicator. Our sentiment indicator works by trying to look at a wide variety of data, but also paying attention to not just its level but the direction of sentiment. At the moment, sentiment is not extreme and it's also not yet improving. Therefore, our indicator is still neutral. Given the swirling mix of storylines and volatility, a third relevant question is what would a fully rules-based strategy do today? For that we turn to CAST, our cross-asset systematic trading strategy. CAST asks a simple question with a rules-based approach; what looks most attractive today, based on what has historically worked for cross-asset performance. CAST is dialing back its market exposure, especially in commodities where it has become more negative on copper, although it still likes energy. CAST expects the Renminbi to weaken against the U.S. dollar, and Chinese interest rates to be lower relative to U.S. rates. In stocks, it is positive on Japan and healthcare, and negative on the Nasdaq and the Russell 2000. All of these align with current Morgan Stanley Research fundamental views and forecasts. Rules based tools help in markets that are volatile, emotional, and showing more storylines than a reasonable investor can process. For the moment, we think they suggest cross-asset performance continues to follow a late cycle playbook, that sentiment is not yet extreme enough to give a conclusive tactical signal, and that following historical factor-based patterns can help in the current market environment. These tools won't solve everything, but given the challenges of 2022 so far, every little bit helps. Thanks for listening. Subscribe to Thoughts on the Market on Apple Podcasts, or wherever you listen, and leave us a review. We'd love to hear from you.

On this episode of MKT Call Dan and Guy discuss: The biggest earnings disasters of the quarter thus far High valuation tech stocks going bust Markets ahead of the Fed Sell in May and go away? ---- Watch the show each week live at 11 AM eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Today we're discussing on of the HOTTEST topics in our country, what are home values going to do and how do we leverage high market valuations? I'm joined by Jon Tallinger and John Fraas of Class Valuation, and they're discussing these topics and much more! Come #SHRED with us. #mortgage #realestate #appraisal #homebuying #homevalue

Welcome to another episode of The Deal Board Podcast! In today's episode, Andy and Jessica are addressing one of the most popular topics in the world of business sales: valuation; and for that, they are discussing with two top industry experts in valuation. Darren Mize from GCF Valuations gives a great update on what is happening in the marketplace, and how they are approaching the COVID-19 crisis. David Fein, CEO of ValuSource, talks today about data, how it is compiled, its quality, and where it comes from. This is very useful information since we usually talk about variation multiples without knowing where all this information comes from.   Listings of the week: - Sam Curcio (New York) is selling an Interior Design Architecture firm that also does repositioning work. Listed at $3.9 million. They did over $2.4 million in 2021 with an EBITDA of $1.1 million. It is an SBA prequalified deal. - Bob Dunphy (New York) is selling a fabulous Mexican restaurant, SDE $350,000, and the asking price is $599,000.   Key takeaways: [5:29] Darren Mize (GCF Valuations). [6:21] Darren talks about what he is seeing in the business world these days. [8:51] How important is the beginning of 2022 for Darren? [11:18] How is Darren approaching the valuations? [13:22] How does Darren's valuation differ from business brokers' valuations? What kind of adjustment does he usually have to make? [16:41] Darren dives deep into the concept of data. [19:43] How important is a location in trying to understand multiples? [21:40] Darren shares advice to business owners who might think about selling and maximizing their value in the future. [24:19] Deal of the week: Garry Goldwasser (Denver, Colorado) sold an electrical contractor company doing $5 million in revenue. The asking price was $1.75 million with real estate involved. The buyer purchased it through an SBA loan for $1.7 million. [31:59] Listing of the week: Sam Curcio (New York) is selling an Interior Design Architecture firm that also does repositioning work. Listed at $3.9 million. They did over $2.4 million in 2021 with an EBITDA of $1.1 million. It is an SBA prequalified deal. [33:36] David Fein (President and CEO of Value Source) [34:04] David talks about how buyers and sellers think about valuation. [34:53] David shares what Value Source does as the owner of the largest source of data for small businesses. [36:23] What does the data collected by buyers and sellers tell us? [40:01] David explains how to increase valuation by lowering risk. [43:05] David shares how they acquire the data and from whom. [46:26] David shares his advice for anyone wondering about the value of their business. [49:23] Listing of the week: Bob Dunphy (New York) is selling a fabulous Mexican restaurant, SDE $350,000, and the asking price is $599,000. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Portillo's is the owner and operator of a restaurant chain that serves iconic Chicago street food. The company currently operates 69 locations across the US. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Portillo's. Enjoy the show! This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check out the service here: https://seekingalpha.com/checkout?service_id=mp_1308 Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive  Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:34) Industry | (8:58) Management & Ownership | (9:50) Valuation | (13:08) Earnings | (15:08) Balance Sheet | (17:57) Our Analysis | (20:25) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this release of the Canadian Investor Podcast, we cover the following topics: Valuation of big tech stocks which are significantly down since their recent highs Accumulating wealth over the long term without getting lucky We compare market cap ETFs vs. equal weighted ETFs and reverse market cap ETFs Tickers of stocks discussed: SPY, RSP, YPS, AAPL, GOOG, PYPL, NFLX, FB Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Blue Jays Sign up link Sign up to Stratosphere for free

Today's episode of Research Like a Pro is an interview with Rick Wilson. Rick joined us in Research Like a Pro Study Group 7 and is a skilled researcher and writer. In episode 198, he shared how Y-DNA and autosomal DNA pointed to John Wilson's origins being in County Fermanagh, Ireland. In this episode he shares how historical context and additional documentary evidence aided his research. Links https://myfamilypattern.wordpress.com/ - Rick's website Identifying John Wilson's Irish Origins, Part 1: Y-DNA Analysis - by Rick Wilson on Family Locket - https://familylocket.com/identifying-john-wilsons-irish-origins-part-1-y-dna-analysis/ Identifying John Wilson's Irish Origins, Part 2: Autosomal DNA Analysis - by Rick Wilson on Family Locket - https://familylocket.com/identifying-john-wilsons-irish-origins-part-2-autosomal-dna-analysis/ Identifying John Wilson's Irish Origins, Part 3: Documentary Evidence and Conclusions - by Rick Wilson on Family Locket -https://familylocket.com/identifying-john-wilsons-irish-origins-part-3-documentary-evidence-and-conclusions/ Rick's Full Report on John Wilson - https://myfamilypattern.wordpress.com/research-reports/  https://myfamilypattern.wordpress.com/2022/02/08/targeted-y-dna-testing-uniting-a-band-of-brothers-part-1/ Targeted Y-DNA Testing: Uniting a Band of Brothers, Part 1 - by Rick Wilson at My Family Pattern - https://myfamilypattern.wordpress.com/2022/02/08/targeted-y-dna-testing-uniting-a-band-of-brothers-part-1/ Griffith's Valuation: https://www.askaboutireland.ie/griffith-valuation/index.xml?action=nameSearch 1766 Religious Census: https://www.nidirect.gov.uk/services/use-name-search-find-early-family-history-records Freeholders' Records: https://www.nidirect.gov.uk/services/search-freeholders-records Tithe Applotment Records: http://www.irishgenealogyhub.com/fermanagh-genealogy.php#.YhJ9Gy-B2u7 Muster Rolls: http://www.ancestryireland.com/scotsinulster/ Ulster Historical Foundation (many good links): https://www.ancestryireland.com/help/genealogy-faq-a-guide-to-researching-ulster-ancestors/  Research Like a Pro Resources Research Like a Pro: A Genealogist's Guide book by Diana Elder with Nicole Dyer on Amazon.com - https://amzn.to/2x0ku3d Research Like a Pro eCourse - independent study course -  https://familylocket.com/product/research-like-a-pro-e-course/ RLP Study Group - upcoming group and email notification list - https://familylocket.com/services/research-like-a-pro-study-group/ Research Like a Pro with DNA Resources Research Like a Pro with DNA: A Genealogist's Guide to Finding and Confirming Ancestors with DNA Evidence book by Diana Elder, Nicole Dyer, and Robin Wirthlin - https://amzn.to/3gn0hKx Research Like a Pro with DNA eCourse - independent study course -  https://familylocket.com/product/research-like-a-pro-with-dna-ecourse/ RLP with DNA Study Group - upcoming group and email notification list - https://familylocket.com/services/research-like-a-pro-with-dna-study-group/ Thank you Thanks for listening! We hope that you will share your thoughts about our podcast and help us out by doing the following: Share an honest review on iTunes or Stitcher. You can easily write a review with Stitcher, without creating an account. Just scroll to the bottom of the page and click "write a review." You simply provide a nickname and an email address that will not be published. We value your feedback and your ratings really help this podcast reach others. If you leave a review, we will read it on the podcast and answer any questions that you bring up in your review. Thank you! Leave a comment in the comment or question in the comment section below. Share the episode on Twitter, Facebook, or Pinterest. Subscribe on iTunes, Stitcher, Google Play, or your favorite podcast app. Sign up for our newsletter to receive notifications of new episodes - https://familylocket.com/sign-up/ Check out this list of genealogy podcasts from Feedspot: Top 20 Genealogy Podcasts - https://blog.feedspot.com/genealogy_podcasts/

On this Arbor Day, Connie & Alex run through this week in tech news, including words of warning from Benchmark's Bill Gurley about a seismic shift in valuations.Special thanks to our sponsor, Seed Invest.Music: 1. "Inspired" by Kevin MacLeod (https://incompetech.filmmusic.io/song/3918-inspired)2. "Blippy Trance" by Kevin MacLeod (https://incompetech.filmmusic.io/song/5759-blippy-trance)3. "Dream Catcher" by Kevin MacLeod (https://incompetech.filmmusic.io/song/4650-dream-catcher)4. "Pamgaea" by Kevin MacLeod (https://incompetech.filmmusic.io/song/4193-pamgaea)5. "EDM Detection Mode" by Kevin MacLeod (https://incompetech.filmmusic.io/song/3687-edm-detection-mode)License: https://filmmusic.io/standard-license

James Ashford had a burning drive to become an entrepreneur and start a successful business. After a failed attempt to grow a marketing agency, Ashford knew that to build the business he had always dreamed of, he needed to make some drastic changes.    In 2016, Ashford took what little was left after his business failed and invested £ 4,000 in developing proposal software for accountants which he named GoProposal. By 2020, GoProposal was a slick application with £1.5 million in revenue and hundreds of accountants using it. That's when Ashford agreed to be acquired for a healthy 8-figure sum.

The U.S. Securities and Exchange Commission (SEC) has a proposed a new rule that, if adopted, would require public companies to provide detailed reporting of their climate-related risks, emissions, and net-zero transition plans. In this episode of the Inside the Strategy Room podcast, four McKinsey experts explain the ramifications of the proposal for CFOs and other senior leaders. Laura Corb leads the Sustainability Practice in North America while Kimberly Henderson is a core leader in the practice. They are joined by finance expert Tim Koller, co-author of the best-selling book Valuation, and Shally Venugopal, North American lead for McKinsey's climate advisory firm Vivid Economics. Read more > Listen to the podcast (duration: 42:53) >

L'After foot, c'est LE show d'après-match et surtout la référence des fans de football depuis 15 ans ! Les rencontres se prolongent tous les soirs avec Gilbert Brisbois et Nicolas Jamain avec les réactions des joueurs et entraîneurs, les conférences de presse d'après-match et les débats animés entre supporters, experts de l'After et auditeurs. RMC est une radio généraliste, essentiellement axée sur l'actualité et sur l'interactivité avec les auditeurs, dans un format 100% parlé, inédit en France. La grille des programmes de RMC s'articule autour de rendez-vous phares comme Apolline Matin (6h-9h), les Grandes Gueules (9h-12h), Estelle Midi (12h-15h), Super Moscato Show (15h-18h), Rothen s'enflamme (18h-20h), l'After Foot (20h-minuit).

Bokksu, which connects U.S. customers with Japanese snacks, is still bullish on subscription boxes, according to its founder and CEO Danny Taing. The company, which first launched in 2016, began by offering a subscription box that featured Japanese snacks that were never before available in the U.S. Growth for the first few years was on the slower side, as the company remained mostly bootstrapped. Two years after launching, the company really started to hit its stride. And is now expanding beyond subscription boxes and launching its own marketplace. "In early 2018, we had about 1,000 subscribers, and in just one month, we grew that to over 3,000," Taing said on the Modern Retail Podcast. "It was because of this viral Facebook kind of campaign." With that growth, however, came some struggles. "The warehouse in Japan was not equipped to deal with triple the amount of orders," Taing said. "And that was way before I had a logistics team or director." But Bokksu was able to roll with the punches and still grow. The company has doubled its revenue and customer base every year since 2018. This came as other subscription box brands like Birchbox faced major headwinds. But, according to Taing, Bokksu never experienced subscription fatigue. "I think what helped was that we have a very strong underlying product that changes every month that a lot of people get a lot of value from," said Taing. "It's not faddy." Earlier this year, Bokksu closed a $22 million Series A round of funding, giving it a $100 million valuation. That happened after years of receiving nos from VCs. For Taing, it was validation that his company had staying power. With this cash infusion, Bokksu is focusing on its marketplace expansion. Still, Bokksu remains focused on its hero product. "Subscriptions are still the majority," said Taing. "That's our core thing."

One of Canva's most recent investors has slashed the value of its investment in Canva by 30% - after a major drop in the share price of other tech companies.   Stake, the Aussie share trading app, brought home $50 million in fresh funding…which it has very promptly added to its war chest.   Google's parent, Alphabet, has reported weak earnings and revenue, as YouTube showed particularly weak results.   ---   Build the financial wellbeing of your team with Flux at Work: https://bit.ly/fluxatwork Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play Store): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Instagram: http://bit.ly/fluxinsta TikTok: https://www.tiktok.com/@flux.finance   ---   The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. See omnystudio.com/listener for privacy information.

Andy's back from his vacation and shares his take on Moonbirds, the upcoming Yuga metaverse land sale, and the crazy evaluations and utility expectations for the blue chip projects right now. Pete got an honorary from the Moshi Mochis after FUD'ing them last week. Jack is on a cold streak on Underdog, but is recruiting T.O. for the Knights FCF team. We're all bummed about Top Shot, but Pete made a buy on All Day recently. We wrap things up with Jack ripping a pack.

Kevin and Kieran discuss Oldham Athletic's relegation to the National League among protests by fans at the club's owners, and look in detail at the valuation of West Ham's London Stadium. The second Price of Football LIVE is now booked in for Tuesday May 10th at the Wham Stadium, home of Accrington Stanley. Tickets go on sale at 10:00 on Monday April 18th here:  https://www.eventbrite.co.uk/e/the-price-of-football-with-kieran-maguire-and-kevin-day-live-tickets-317531403977 Follow Kevin on Twitter - @kevinhunterday Follow Kieran on Twitter - @KieranMaguire Follow The Price of Football on Twitter - @pof_pod Support The Price of Football on Patreon: https://www.patreon.com/priceoffootball Check out the Price of Football merchandise store: https://the-price-of-football.backstreetmerch.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices