Podcasts about valuations

If one of your goals is to sell your practice in the future, now is the time to start planning. To ensure the highest possible valuation and a smooth transaction, you must have a strong operational, fiscal, and digital foundation. On this episode of Ignite, Craig Sager and Steven Grassa of Provident Healthcare Partners join Cardinal's Alex Membrillo and Lauren Leone to explore how to professionalize your business and build that foundation. Twitter    https://twitter.com/CardinalDM Facebook    https://www.facebook.com/CardinalDigitalMarketing LinkedIn    https://www.linkedin.com/company/cardinal-digital-marketing/mycompany/    

Rebecca Hotsko and Sam Burns discuss, Sam's 2023 market outlook, the strong market performance despite negative earnings revisions, and more!Sam Burns, CFA is the chief strategist at Mill Street Research – an independent research company specializing in proprietary institutional research tools for asset allocation, stock selection, and macro-economic indicators. Burns has more than 20 years of experience as a market strategist providing US and global investment insights at Wall Street firms including Oppenheimer & Co., Brown Brothers Harriman, State Street Global Markets, and Ned Davis Research.IN THIS EPISODE, YOU'LL LEARN:0:00 - Intro02:45 - The current state of the market and Sam's outlook for 2023. 09:46 - Why the market has held up so far despite the negative revisions to analyst's earnings estimates. 24:34 - Sam's specialty at Mill Street research which is tracking analyst earnings revisions. 30:32 - How analyst earning revisions can be used to inform an investment strategy. 35:49 - Investment strategies related to analyst earnings revisions, including the sectors that are seeing better-than-expected revisions. 47:31 - Which sectors have seen the most downward revisions in earnings estimates? 50:06 - Which sectors Sam is most bullish on long term.53:03 - The indicators Sam is watching that indicator the market may be on an uptrend. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out: Mill Street Research. Related Episode: Listen to MI255: Navigating Bubble 3.0: Is This Time Different? w/ David Hay, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Let an expert do your taxes from start to finish so you can relax with TurboTax.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.What does happen when money and big feelings mix? Tune in to find out on the new podcast, Open Money, presented by Servus Credit Union.Support our free podcast by supporting our sponsors.Connect with Sam: Website | Twitter Connect with Rebecca: Twitter | InstagramEmail: Rebecca@theinvestorspodcast.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this jam-packed show, John covers the biggest financial story of 2023 so far: the SVB collapse and its fallout (3:19). Learn what happened, how the Fed and markets responded, and – most importantly – what you can do to minimize risk when it comes to your money. Plus, enjoy a lightning round of helpful tax tips to help you keep more of what you've earned ahead of the April 18 filing deadline (15:30).  Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com 

“We started to feel like there was something bigger here, that this could be transformational,” says Jason Radisson, co-founder and CEO of Sh1ft, which brings push button technology to blue collar and middle class work, and is transforming HR in the B2B spaces by implementing gig economy-style automation and efficiency. Sh1ft promises to eliminate 80 to 90 percent of a traditional HR employee's role by resolving issues such as schedule inefficiencies and time fraud. Sh1ft is currently making great strides in the professions of engineering, construction, and nursing.  Born to a young, single mother, Jason learned early on from the people around him both the value of hard work and the value of education to upskill and land better jobs. He and Brendan discuss good and bad reasons for attending school and in what instances attending top schools, like his alma mater Harvard, is a worthwhile pursuit. He explains how certain companies become like mafias and why that's a good thing.  Later, he explains why the white collar job sector will be saturated in the future, the transformation of local markets into national ones, and what's in store for blockchain and crypto. Brendan describes the two classes of skills which will guarantee success in the modern economy. Connect with Brendan Dell: LinkedIn: https://www.linkedin.com/in/brendandell/ YouTube: https://www.youtube.com/c/BrendanDell Instagram: @thebrendandell TikTok: @brendandell39 Buy a copy of Brendan's Book, The 12 Immutable Laws of High-Impact Messaging: https://www.indiebound.org/book/9780578210926    Check out Jason's recommended books: Decision Making Under Uncertainty by David E. Bell https://www.amazon.com/Decision-Making-Under-Uncertainty-David/dp/1565272757   Decision Making Under Certainty by David E. Bell https://www.amazon.com/Decision-Making-Under-Certainty-Schleifer/dp/9812435069/ref=sr_1_1?crid=1R9IXZQZ3YZ36&keywords=David+E.+Bell+Decision+Making+Under+Certainty&qid=1678834076&s=books&sprefix=david+e.+bell+decision+making+under+certainty%2Cstripbooks%2C96&sr=1-1   Valuation: Measuring and Managing the Value of Companies by McKinsey & Company, Inc., Tim Koller, Marc Goedhart, and David Wessels https://www.amazon.com/Valuation-Measuring-Managing-Companies-Finance/dp/1119610885/ref=sr_1_1?crid=1E4W4ESJYI7S5&keywords=Valuation&qid=1678834336&s=books&sprefix=valuation%2Cstripbooks%2C98&sr=1-1   Please don't forget to rate, comment, and subscribe to Billion Dollar Tech on Apple, Spotify, or wherever you listen to podcasts! Use code Brendan30 for 30% off your annual membership with RiverSide.fm  Podcast production and show notes provided by HiveCast.fm

In 2011, Tammer Kamel launched Quandl, a company that provided investors with data designed to give them a competitive trading edge. For example, Quandl offered subscriptions that let investors access private jet flight information for public companies as a predictor for M&A activity.  By 2018, Quandl had grown to 75 employees. Kamel saw industry giants entering the space, but knowing the time and capital investment it would take to build a competitive offering, he believed they would prefer to acquire Quandl. Kamel began shopping the business around, and shortly after, Nasdaq acquired Quandl for a life-changing sum.

Mike Ginnitti details a few early returns from the 2023 NFL Offseason, including notable numbers (16:10), trades (24:30) , signings (37:45) , & the Aaron Rodgers Leverage conversation (1:00). Plus, Scott Allen & Dan Soemann detail Sportico's latest MLB Franchise valuations (44:32).

With special guest John Haskell, founder and chief investment officer of Atla Capital Management. 

Bumble Inc. (Ticker: BMBL) is a popular online dating company with a focus on promoting safe and equitable interactions, empowering women, and driving innovation in the competitive dating market. At the end of the month, we will publish an Arch Capital episode that will cover the company: Match Group. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Bumble. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:24) Industry | (17:15) Management & Ownership | (22:21) Earnings | (27:51) Balance Sheet | (31:20) Valuation | (34:15) Our Analysis | (35:25) 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.

Mike and Jesse start the pod by talking about controversy revolving around card marketplace ALT and reportedly altering valuations (02:22). Then, Kyle Rino from Monster Breaks joins the show to talk about his time in the hobby, the impact Fanatics will have on the live-selling market, and the future of breaking (13:31). After, they discuss new releases (41:38) and answer your mailbag questions (45:35). Hosts: Mike Gioseffi and Jesse Gibson Producer: Eduardo Ocampo Learn more about your ad choices. Visit podcastchoices.com/adchoices

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We often find it's easier to save for short-term goals than long-term goals. But it's the long-term goals that can make the biggest impact on your financial success. This week John shares how one of his favorite techniques, zero-sum budgeting, can supercharge your ability to reach your retirement goals (3:37). He also outlines considerations for deciding whether to invest in a Roth IRA or 401k (42:14). And don't miss Creative Planning Wealth Manager Kim Riewerts, who joins the show to explore the behavioral differences between women and men investors and what we can all do to be more successful (14:32). Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

This past week, Silicon Valley Bank (SVB) was closed by banking regulators. Let's understand the basics of how this happened and why it matters to the tech industry. SHOW: 701CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:CloudZero – Cloud Cost Visibility and Savings​​CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSolve your IAM mess with Strata's Identity Orchestration platformHave an identity challenge you thought was too big, too complicated, or too expensive to fix? Let us solve it for you! Visit strata.io/cloudcast to share your toughest IAM challenge and receive a set of AirPods ProMake Cloud Native Ubiquitous with Cloud Native Computing Foundation (CNCF)Join the foundation of doers, CNCF is the open source, vendor-neutral hub of cloud native computing, hosting projects like Kubernetes and Prometheus to make cloud native universal and sustainableGitOpsCon + CDCon Registration Code: PODCAST10 for 10% offSHOW NOTES:FDIC Creates a Deposit Insurance National Bank of Santa Clara to Protect Insured Depositors of Silicon Valley Bank, Santa Clara, California (March 10)FDIC Update on SVB Bank and Access to Deposits (March 12)Joint Statement by Department of Treasury, Federal Reserve and FDIC (March 12)HOW CAN A BANK WITH SO MUCH MONEY SHUT DOWN?Banks never hold all the money that they have on the books as depositsBanks manage a portfolio of investmentsBanks try and manage the portfolio within certain ratiosBanks have regulationsLEVERAGE, INTEREST RATES, RISK, TIMELINES, COMMUNICATIONS and PANICSBasics Part I - Systems built on Trust, Regulations to Enforce ActionsBasics Part II - What is SVB?, Deposits vs. Investments, Leverage, Interest RatesHigher interest rates increases the risk of existing investmentsValuations vs. Valuations on PaperInsurance, Diversified PortfolioCloud Analogies - Single vs. Multi-Cloud, Shared Resources Risks, Profitability of a Service, Best Practices vs. Practicality, Rising Costs (or Shortages) FEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet

BIO: Jeroen Blokland is a long-term multi-asset investor with a long-term track record in financial markets. Jeroen worked at Robeco, the largest independent asset manager in The Netherlands, for almost 20 years before launching his independent investment research company, True Insights.STORY: Jeroen's first investment was in a Dutch company selling PCs. He barely did any research or due diligence. The company reported a loss of $27 million in the same year Jeroen invested. It later went bankrupt, leaving Jeroen with a massive loss.LEARNING: Know the actual outlook of a company before investing. Diversify your portfolio. “90% of the investing population doesn't know the actual outlook of a company.”Jeroen Blokland Guest profileJeroen Blokland is a long-term multi-asset investor with a long-term track record in financial markets. Jeroen worked at Robeco, the largest independent asset manager in The Netherlands, for almost 20 years before launching his independent investment research company, True Insights.True Insights offers institutional and retail clients high-quality investment research to make better-informed investment decisions based on a proven investment framework covering Macro, Sentiment, and Valuation.True Insights is currently offering a discount on its Subscriptions. Get a 20% discount on your Monthly Premium Subscription (add ‘MONTH' in the ‘Have a coupon?' section.) You can also get a 25% discount on top of the regular discount on our Annual Subscription (add ‘YEAR' in the ‘Have a coupon?' section.')Worst investment everWhen Jeroen decided to dive into the investment world, he knew nothing about investing and had no framework. He came across a Dutch company, Tulip Computers, the second biggest PC seller, next to IBM in the Netherlands.Jeroen didn't know anything about the company besides what they did. He looked in the newspaper and ranked the company's 12-month performance from high to low. He figured it was a good investment. His genuine belief was this is how you make the most money.The company reported a loss of $27 million in the same year Jeroen invested. In 1979 that was a very massive loss. Then the company went bankrupt, and Jeroen lost his entire investment.Lessons learned90% of investors don't know the actual outlook of a company, even if they're experienced in reading a balance sheet.Though difficult, invest in a couple of companies based on their fundamentals.Diversify your portfolio.Andrew's takeawaysJust like investors, most companies also don't know their actual outlook.Actionable adviceDiversify your portfolio and limit your risk by buying more companies or investing less.Jeroen's recommendationsJeroen recommends using information and research that's already been done by others. Then determine if you need to gather additional information by yourself. He recommends Twitter as a massive source of helpful information—as long as you follow the right people.No.1 goal for the next 12 monthsJeroen started a new business, and his number one goal for the next 12 months is to grow the knowledge part of the business so that more people have access to it.Parting words

In this episode you will learn:How does access to credit impact low income countries like India?Why does Sheel insist on a minimum ownership of 10%?What are the reasons for Sheel's reluctance to invest in startups that need to raise a lot of funds?Are both first-time founders and second-time founders equally willing to accept the valuations offered by Better Tomorrow Ventures?Under what circumstances would Sheel stop supporting one of his portfolio startups?What kinds of fintech startups are poised for success in this decade?Do all neo banks face challenges with customer trust and what factors are preventing them from competing with traditional banks?What are Sheel's plans for scaling Better Tomorrow Ventures in the coming years?AboutSheel Mohnot is a Co-Founder & Partner at Better Tomorrow Ventures, a seed-focused venture capital firm that invests in transformative fintech companies founded by exceptional individuals across the world. With its second set of funds amounting to approximately $225M, Better Tomorrow Ventures is dedicated to investing in innovative ideas that can revolutionize the fintech industry. Sheel's exclusive focus on fintech investment dates back to 2015, following a couple of successful FinTech exits. Sheel has also co-founded the podcast "The Pitch," which was acquired by Gimlet Media / Spotify and attracts around 100k weekly listeners. Additionally, Sheel has co-founded Thistle, a food company that serves tens of thousands of customers every week.

Pay-TV providers continued losing millions of subscribers in Q4 2022. Is there a bottom? And what does pay-TV's free fall mean for sports teams' valuations and players' salaries?

Kyle Scott launched Crossing Broad, a Philadelphia sports blog, in 2009. His irreverent and edgy writing style gained a significant following among Philly sports fans, resulting in thousands of daily readers. However, it wasn't until the 2018 Supreme Court ruling lifted the ban on sports betting in the US that the business flourished. To capitalize on the ruling, Scott merged Crossing Broad with Warwick Gaming into CBWG, which owned and operated several popular sports and gambling websites. The company instantly became the largest independently owned US sports betting affiliate marketing network, generating $5 million in annual revenue.  In 2020, Ten months after joining forces, XLMedia acquired CBWG for $12 million in cash, $8 million worth of XLMedia shares, and the potential for another $9.5 million tied to a three-year earn-out.

Tanis Jorge CoFounder COO Trulioo startup over 1 Billion valuation unicorn, Author CoFounder Handbook is interviewed by David Cogan Host of the Heroes Show and Founder of Eliances entrepreneur community.  

Daniel Lesser from LW Hospitality Advisors discusses the state of the hotel real estate market. He's a decades long insider with expertise in Appraisals & Valuations, Asset Management, Predictive Analytics, and more.

Daniel Lesser from LW Hospitality Advisors discusses the state of the hotel real estate market. He's a decades long insider with expertise in Appraisals & Valuations, Asset Management, Predictive Analytics, and more.

Nate Lind is a Broker and Business Advisor at Website Closers, a full-service business brokerage company. He started in the real estate industry before becoming a Fortune 100 business consultant and transitioning to e-commerce. He exited his first company in 2016, selling more than $100 million of products online across his businesses. Nate is also the author of Maximum Exit: The Definitive Guide for Internet & Technology-Focused Business Founders where he helps entrepreneurs to sell their online businesses. In this episode... Although the financial health of a business is an essential measurement, customer satisfaction levels are one of the best ways to evaluate a company's worth. Building trust with customers increases a brand's credibility and helps with longevity.  Investors expect a good deal with a high return on investment when evaluating a company to buy. So what strategies can you use to increase your company's value? How can you increase your credibility while protecting your brand? In this episode of the Innovations and Breakthroughs Podcast, Rich Goldstein is joined by Nate Lind, a Broker and Business Advisor at Website Closers, to discuss strategies for increasing company valuation. They talk about common mistakes entrepreneurs make when selling their businesses, the best time to sell, and current market trends in business sales.

Episode 69: Investing Outside the Stock Style Box Keywords:  company, quality, style, valuation, stock, reasonable price, type, diversification, talk, cash flows, technical, investors, earnings, market, metrics, stock market, recognizing, different styles, net worth, Louis Llanes, Wealthnet Investments Podcast Mentions: FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd.   Visit http://www.pathtorealwealth.com Schedule a call and free portfolio review http://www.wealthnetinvestments.com Investing Outside the Stock Style Box | Episode 69 How do you look at style when evaluating performance in the stock market?  Here at Wealthnet Investments, to we look at style from the perspective of how it is going to perform in different economic environments. This week, I chat about the different lenses we use to determine if a stock is worth investing in, and how we approach it differently than other firms. In this episode, you'll hear: Using Quality, Valuation and Technical signals Dimensions, Degrees and Diversification Quality on a roll vs quality at a reasonable price vs emerging value Why diversification of styles is critical to your success.   My podcast is on video, please watch on my YouTube channel here ◀︎ We are looking to build our following on YouTube, so please like and subscribe! Help others find The Market Call Show, Email, Text, or Share this link, https://www.youtube.com/@louisllanes/featured

The article summarizes the rules affecting conservation easement donations, identifies the “technical” arguments on which the IRS has heavily relied, describes newer attacks by the IRS focused on appraisals, analyzes multiple sources supporting valuation of real property based on its highest and best use, and suggests that the IRS has failed to adequately explain why it, taxpayers, and/or the courts should ignore longstanding authorities.

Today's episode discusses the valuations, challenges, risks and opportunities of airline loyalty programs around the world. Our guest is Evert de Boer, whose firm "On Point Loyalty" specializes in offering consulting, capital and insights to the airline loyalty industry. On Point Loyalty produces a report every 3 years detailing its estimates of the valuations of over 100 airline loyalty programs around the world. Listen to this episodes to learn Evert's insights on the reasons that airline loyalty programs in various markets have either increased in value (and quite dramatically in the case of Delta Skymiles) or in other markets, they have decreased in value. Hosted by Paula Thomas Show Notes: 1) Evert de Boer 2) On Point Loyalty 3) Fidivio 4) Report: Top 100 Most Valuable Airline Loyalty Programs

Bruce Dubinsky is one of the foremost forensic accountants in the world. He has been an expert witness more than a hundred times in his career and has been involved not only in Department of Justice enforcement actions, but also cases brought by the SEC and the IRS.He's been integral to investigations into Bernie Madoff, Enron, a contested International Brotherhood of Teamsters election, the Lehman Brothers bankruptcy and the Parmalat fraud. Now the owner of the eponymously named Dubinsky Consulting, Bruce was global leader for forensics at Duff & Phelps. He's a CPA and holds certifications in Fraud Examinations, Anti Money Laundering, Valuation and Foreign Financial Forensics, as well as a master's degree in Tax Accounting and a certificate as a Master Analyst in Financial Forensics. Bruce is so respected that he was elected chairman of the Association of Certified Fraud Examiners Board of Regents.On this episode of Outside In Bruce talks with Jon about the mind of the fraudster, the granularity of the Madoff fraud investigation, spotting the warning signs of fraud and why the wise warrior avoids the battle.

Today we have an incredibly inspiring guest, Miranda Lievers As Co-Founder of tech company Thinkific, who has helped 50,000 entrepreneurs and small businesses grow their companies while educating more than 100 million students around the globe. In 2021 Miranda and her team took Thinkific public with a $1B+ valuation, Beyond Thinkific she has also grown numerous businesses from a small web design agency to a nationally recognized photography studio, she's helped scale a team from 40 to 1600 people, brought in over 7 figures with her side hustle! In this episode, we talk about the rapid growth of Thinkific and where Miranda had to be Mental to handle the growth and changes within the company, the creative solutions her and her company came up with to keep the company sustaining during that time. The challenges that she faced in her journey and so much more! This Woman is a HUGE inspiration and I am over the moon excited to share with you that she is going to be a speaker at our Dream Big Conference happening THIS Friday, March 10th!  So If you do not have your ticket yet, honestly, cancel all of your other plans and join us! Yes, I'm being totally serious! We have some incredibly inspiring speakers, panels and workshops throughout the day and we are ending off with an epic afterparty including a DJ, refreshments, treats and some surprises along the way! You guys are not going to want to miss this! Get rid of your excuses and get in the room! We are already over 70% Sold out and we only have 2 more VIP Tickets (Which include a networking breakfast with speakers, Dream Planning Session and an EPIC VIP goodie bag!) businessbabescollective.com Connect with Miranda: https://mirandalievers.com/ Connect with Danielle: https://www.businessbabescollective.com/daniellewiebe  

Looking at M&A transactions from the sell-side, building value is the foremost goal for a business owner. Jonathan Wilson, the founder of Dubb Value Creation (Consulting Firm), returns to M&A Talk to discuss the importance of incorporating sell-side readiness into a strategic plan and outlines his eight key concepts for building value. He covers the importance of financial forecasts, reducing concentrations of risk, recurring and repeat revenue, synergies and dis-synergies, and the need to always have a growth strategy that can be described to a buyer. View the complete show notes for this episode. Learn More: Adjusting Financial Statements: A Complete Guide EBITDA | Definition, Formula & Example – A Complete Guide Reducing Concentrations of Risk Before Selling Your Business Preparing Financial Statements When Selling a Business Business Valuation Methods in a Nutshell Business Valuation: A List of Factors to Consider What is the difference between repeat and recurring customers? Additional Resources: Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business Purchase your copy now of A Beginner's Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired Planning to sell your business? Schedule a free consultation today. Listen to Other Episodes: The M&A Integration Playbook The Art and Science of Middle Market Valuation Appraisals and Valuations in the Real World of M&A Deals  

Miracle Cash & More Crypto Stores and Updates. Valuation, NFT & Deals. Latest information Feb 28th, 2022. ❤️️Miracle Cash and More - Cashflow NFT for $5000. Profits from Miracle Cash & More stores, atm machines, exchange profits and more. Buy the $5000 NFT or refer others and/or earn $500 per NFT commission you refer to reach your $5000. Signup for free to get your referral code: https://cashflownft.net/?ref=1178Want to learn more about Cashflow NFT opportunity? https://youtu.be/YmMAauLnsR4❤️️Cashflow NFT $5000 Business Opportunity. SSN Lifestyle Ring Of Fire Group Economics for 1 Cashflow NFT. Earn 7 ways with the Cashflow NFT Marketing revenue program. Minimum contribution of $250 and up to get in. Limited space available. Get in now before it's to late: https://ssnlifestyle.com/product/5000-cashflow-nft-business-opportunity/❤️️Get Your .crypto domain name here. Unstoppable Domains and FREE Minting on Polygon. No Annual Domain Name Fees. Could be the future: https://unstoppabledomains.pxf.io/c/2480674/1277665/15384❤️️Earn Free Bitcoin Everyday with Bitcoin Mining using your computer, phone, etc. Earn more by sharing with others: https://cryptotabbrowser.com/33999079❤️️IX Global allows you to buy Debt Box nodes at a wholesale price. Commodity Nodes are here. Earn passive income 24/hrs a day. Please use this link to find out more: https://www.ixacademy.us/en/team2win/us/v13/ref-member

Imagine you're part of an NBFC, how would you lend to a person running a Kirana business? Without any proper credit score, current account or other standard checks. Finding it difficult to evaluate the credit worthiness of the shop owner. Right? In the age of the internet, UPI, net banking, Jan Dhan Bank account and almost all transaction-related data available with transparency, it seems possible.  Now imagine dealing with the same issue, back in 1984. Seems impossible right? Well, that's when Five Star Business Finance, ventured into small business financing.In this episode, we have with us, Rangarajan Krishnan, CEO, Five Star Business Finance.Dive into this episode as Rangarajan shares the journey of Five Star, their experience of going IPO recently, how RBI regulates NBFCs, what differentiates them from other NBFCs, Banks Fintech, and more. This episode is a must-listen for entrepreneurs, small business owners, and anyone looking to learn more about the working, valuation, and scaling of NBFCs in India.Notes - 00:00 - Highlights of the conversation01:28 - Intro to Rangarajan & Five Star Business Finance02:38 - Valuation for NBFCs while going IPO03:14 - Their IPO journey over three phases10:29 - Private round valuation Pre-IPO13:33 - History and background of Five Star22:03 - RBI's regulations around deposit-taking NBFCs23:26 - How does the lending market in India looks like? 26:29 - The simplest way to define a customer of Five Star31:51 - Branch presence across major geographies in India37:10 - RBI scale-based regulations for 10,000+ NBFCs 39:45 - What differentiates them from other NBFCs? 42:41 - Do they aspire to be amongst the Top 10-15 NBFCs in the next 2-3 years?44:11 - Prerequisites from RBI for starting an NBFC46:16 - Do they want to become a Fintech eventually? 49:20 - Being a CEO and a Non-founder51:39 - His interaction while joining Five Star56:53 - Managing his & promotor's responsibilities 57:46 - Things he has changed & retained in the company in the last 7+ yearsAlso, try out a 30-day free trial of Zoho Payroll, and simplify your Payroll journey as an entrepreneur! https://zoho.to/zoho-payroll

Check complete data of Aptos coin with latest price, charts, indicators, market cap, historical volatility metrics and sector analysis here - https://app.tokenmetrics.com/aptos?ut... In this video, we're going to show you how to pick up a token. We'll discuss the Aptos token and provide a valuation analysis. If you're looking to learn how to evaluate a token, then this is the video for you! Introduction - 0:00-0:25 Aptos Coin Valuation Analysis - 0:26-1:42 Aptos Tokenomics - 1:43-3:56 Aptos Crypto Fundamental Analysis - 3:57-5:18 Outro - 5:19-5:24 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Token Metrics Media LLC does not provide individually tailored investment advice and does not take a subscriber's or anyone's personal circumstances into consideration when discussing investments; nor is Token Metrics Media LLC, registered as an investment adviser or broker-dealer in any jurisdiction. Information contained herein is not an offer or solicitation to buy, hold, or sell any security.

Check complete data of Aptos coin with latest price, charts, indicators, market cap, historical volatility metrics and sector analysis here - https://app.tokenmetrics.com/aptos?ut... In this video, we're going to show you how to pick up a token. We'll discuss the Aptos token and provide a valuation analysis. If you're looking to learn how to evaluate a token, then this is the video for you! Introduction - 0:00-0:25 Aptos Coin Valuation Analysis - 0:26-1:42 Aptos Tokenomics - 1:43-3:56 Aptos Crypto Fundamental Analysis - 3:57-5:18 Outro - 5:19-5:24 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Token Metrics Media LLC does not provide individually tailored investment advice and does not take a subscriber's or anyone's personal circumstances into consideration when discussing investments; nor is Token Metrics Media LLC, registered as an investment adviser or broker-dealer in any jurisdiction. Information contained herein is not an offer or solicitation to buy, hold, or sell any security.

In 2013 Mac Lackey licensed the FC Barcelona name to offer soccer camps and immersion trips to young athletes in the United States.  Lackey grew the business to over $10 million in revenue before accepting a lucrative buyout offer that included various desirable benefits for sports fans.

We all agree that wine is about the stories that are associated with them. Kira Ballotta began working in wine in 2011 helping a winemaker on her days off. Then while working in the field of Valuation she had the opportunity to analyze vineyard projects and felt drawn to the “going-ons” behind her spreadsheets. She was hooked Kira then made her way around Napa and Australia learning the craft of winemaking and engendering a true reverence and love for winemaking. She spent four years at Alpha Omega in Rutherford running Enology research. Then in 2019 she took as winemaker for Olivia Brion and in 2021 she started another inspired label called Cantadora Wines. She is dedicated to a business organized around sustainability and gentle practices for the earth. We talked about a lot of subjects and ideas and the time just flew buy. Check out the show and thanks for listening. [EP269] oliviabrion.com cantadora.wine instagram.com/oliviabrionwines

"But for me, when I think about what Bitcoin's properties are as a store-of-value asset and then compare those properties to the existing store-of-value assets out there… Bitcoin is by far the best.  For that matter, if Bitcoin continues to outperform because of its unparalleled properties (and the world begins to come to terms with the reasons for that performance), it is a real stretch to say that Bitcoin will only convince 30% of the money stored in bonds and fiat money to re-allocate to Bitcoin. Particularly because of the scale of inflationary money printing that will be necessary over the coming decade to service the mounting national debts and unfunded liabilities throughout the world." – Croesus Sure we are going to the moon... but how high might that be exactly? As a fun follow up to Aleks Svetski's "Three Generations" until we reach a Bitcoin world, let's have a little fun at imagining just how much wealth could be built in those generations. Check out the original for the tables and estimates that will let you explore yourself what potential market makes since to you. Plus the many other links provided for Croesus's other writings: https://jessemyers.substack.com/p/bitcoins-full-potential-valuation Guy's Nostr Pubkey: npub1h8nk2346qezka5cpm8jjh3yl5j88pf4ly2ptu7s6uu55wcfqy0wq36rpev Check out details on the Swan IRA! Don't forget to check out our amazing sponsors: • Dive into the Bitcoin only wallet, the cypherpunk calculator, with the NEW Coldcard Q1! A company that has built secure Bitcoin products for nearly a decade. Code BITCOINAUDIBLE gets 9% off the ColdCard! (https://bitcoinaudible.com/coldcard) • Gets sats back every time you dump fiat at a store, to pay your bills, everything in your fiat life pays you sats with the Fold Debit Card and FoldApp. 20,000 FREE SATS! at (https://bitcoinaudible.com/fold) • The best place to onboard a true Bitcoiner - Stack sats automatically, withdraw automatically, and learn or get help from the best team of Bitcoiners out there with Swan Bitcoin. (https://swanbitcoin.com/guy) ------------------------------- "Admittedly, monetary calculation has its inconveniences and serious defects, but we have certainly nothing better to put in its place, and for the practical purposes of life monetary calcu- lation as it exists under a sound monetary system always suf- fices. Were we to dispense with it, any economic system of cal- culation would become absolutely impossible." – Ludwig Von Mises Learn more about your ad choices. Visit megaphone.fm/adchoices

HAVE YOU SUBSCRIBED TO "Before the Bell?" https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw (3/1/23) Margins are narrowing between Bull & Bear markets, as the battle between Valuations and Fundamentals continues; why the Fundamentals will eventually win. We're still in a corrective market in which Valuations have not adjusted. A brief History of Housing, and reasonable expectations for home buying; the Math of Home Ownership and Supply & Demand; where people want to live, and the Electoral College; why home prices are so high; the dissatisfaction of Millennial homeowners; why NAR drives the narrative for home sales and pricing; the demonization of blue collar jobs and the benefits of renting. Why you need 20% down on a home; the influence and impact of NAR narrative: They exist to sell you a product. Champaign taste vs Beer budgets, and the financial consequences of instant gratification; the fallacies of the Financial Media; Natural Gas pricing; lowered consumer demand from higher prices and inflation; seeing the early signs of recessionary drag. Where the Stimulus Money went: The multiplier effect. SEG-1: The Battle Between Valuations & Fundamentals SEG-2: The Math of Home Ownership SEG-3: The Influence and Impact of NAR Narrative SEG-4: Seeing the Early Signs of Recessionary Drag Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=ipgr-zbBOoc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell | "What Rate Signals Say About Treasuries" is here: https://www.youtube.com/watch?v=KS8sdj6u3YI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Messages From the Yield Curve" https://www.youtube.com/watch?v=WSfTRfacpEQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s ------- Video's referenced in this broadcast: "Raising Money Smart Kids" | Richard Rosso & Danny Ratliff https://www.youtube.com/watch?v=ly-09fRehKU&list=PLVT8LcWPeAujtF0xU6bHGcIrXFq2dFy2X&index=1 -------- Articles mentioned in this podcast: "Capitalism Is Broken If Record Profit Margins Don't Revert" https://realinvestmentadvice.com/capitalism-is-broken-if-record-profit-margins-dont-revert/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #StimulusMoney #HomeOwnership #Fundamentals #Valuation #Inflation #Markets #Money #Investing

HAVE YOU SUBSCRIBED TO "Before the Bell?" https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw (3/1/23) Margins are narrowing between Bull & Bear markets, as the battle between Valuations and Fundamentals continues; why the Fundamentals will eventually win. We're still in a corrective market in which Valuations have not adjusted. A brief History of Housing, and reasonable expectations for home buying; the Math of Home Ownership and Supply & Demand; where people want to live, and the Electoral College; why home prices are so high; the dissatisfaction of Millennial homeowners; why NAR drives the narrative for home sales and pricing; the demonization of blue collar jobs and the benefits of renting. Why you need 20% down on a home; the influence and impact of NAR narrative: They exist to sell you a product. Champaign taste vs Beer budgets, and the financial consequences of instant gratification; the fallacies of the Financial Media; Natural Gas pricing; lowered consumer demand from higher prices and inflation; seeing the early signs of recessionary drag. Where the Stimulus Money went: The multiplier effect.  SEG-1: The Battle Between Valuations & Fundamentals SEG-2: The Math of Home Ownership SEG-3: The Influence and Impact of NAR Narrative SEG-4: Seeing the Early Signs of Recessionary Drag Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=ipgr-zbBOoc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell | "What Rate Signals Say About Treasuries" is here: https://www.youtube.com/watch?v=KS8sdj6u3YI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 --------  Our previous show is here: "Messages From the Yield Curve" https://www.youtube.com/watch?v=WSfTRfacpEQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s ------- Video's referenced in this broadcast: "Raising Money Smart Kids" | Richard Rosso & Danny Ratliff https://www.youtube.com/watch?v=ly-09fRehKU&list=PLVT8LcWPeAujtF0xU6bHGcIrXFq2dFy2X&index=1 -------- Articles mentioned in this podcast: "Capitalism Is Broken If Record Profit Margins Don't Revert" https://realinvestmentadvice.com/capitalism-is-broken-if-record-profit-margins-dont-revert/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #StimulusMoney #HomeOwnership #Fundamentals #Valuation #Inflation #Markets #Money #Investing

In this episode of talking about enterprising values, the team will be discussing: Size of companiesRevenue and ebitda thresholdsHow deals are shaped up in the IT services world 

How can we value players in different sports? Jesse talks about the way we rank, tier, and project players. There are more questions than answers, but we can talk about how we'd have to compare player values across a multisport league. In part 2, we "climb the ladder" trying to make seven trades across four sports to improve a team. Is this chain of events realistic? Willy Adames (SS MIL) for Tyler Toffoli (RW CGY). Toffoli for Jakobi Meyers (WR NE). Meyers for Andrew Wiggins (SF GSW). Wiggins for Carlos Rodon (SP NYY). Rodon for Alexandar Georgiev (G COL). Georgiev for DK Metcalf (WR SEA). Metcalf for Domantas Sabonis (PF/C SAC).Subscribe to Dynasty Sports Life for great dynasty talk about four dynasty sports.Follow on twitter at @dynsportslife. Email at dynastysportslife@gmail.com

American Express (AXP) is a global financial services company that provides payment and travel-related services to consumers and businesses worldwide. The company was founded in 1850 and is headquartered in New York, New York. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nelnet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of American Express. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:23) Industry | (20:47) Management & Ownership | (24:58) Earnings | (30:24) Balance Sheet | (35:02) Valuation | (38:24) Our Analysis | (39:28) 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.

In the M&A world, the veterinary field is changing as practices become more consolidated. Eric Lewandowski, a managing director in the KPMG Strategy consulting group, shares his insights into the appeal and growth potential of veterinary platforms. He discusses how changes in the relationship between pets and their families are being reflected in the M&A industry, the influence of technology in vet practices, the differences between corporate and clinical ownership, and private equity's role in the evolving veterinary market. View the complete show notes for this episode.  Learn More: EBITDA | Definition, Formula & Example – A Complete Guide Is there a Difference Between an Appraisal and a Valuation? Additional Resources: Get your copy now of A Beginner's Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired Are you selling a business? Schedule a free consultation now. Listen to Other Episodes: The Highs and Lows of Growing A Business Through Acquisitions Recent Changes and Predictions in Healthcare M&A Selling Your Company to a Private Equity Firm vs. a Family Office

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Subscribe & watch on YouTube: https://youtu.be/zJBc0-rsnVo Timestamps: 00:00:00 - Start 00:04:26 - What VCs do & how it overlaps with Mario's experience 00:08:00 - Why Be A Generalist vs. Specialist? 00:11:32 - Surprising characteristics of “who becomes an entrepreneur”? 00:15:52 - Average age of entrepreneurs - fact vs fiction 00:17:58 - Emerging Tech (AI, Crypto, Health) 00:22:34 - Valuations in 2023 00:24:53 - Feelings After FTX & Luna Crash 0:33:24 - Web 2.5 Companies 00:35:45 - Neo Banks vs Traditional Banks 00:37:30 - Fintech Overlap w/ Crypto 00:38:33 - ChatGPT vs. Google 00:41:55 - Types of searches & AI co-pilots 00:44:34 - Hype Cycles: Football vs. Tech 00:48:22 - Sponsor Break: Virtual Gurus 00:49:25 - Monetizing AI & Google vs. Microsoft 00:56:59 - Satya Smashing It At Microsoft 01:02:36 - What Running A $15mil Fund Looks Like 01:16:19 - Behind The Mind 01:17:08 - If you weren't doing the generalist what would you be doing? 01:18:26 - Contrarian Opinions 01:23:08 - Subcultures, Reality TV & The Day of Judgement 01:26:14 - People That Have Impacted Your Thinking Links Mentioned https://www.generalist.com/briefing/all-the-answers https://www.generalist.com/briefing/josh-wolfe https://www.generalist.com/briefing/the-casino-and-the-genie Thank you to our sponsors: The Virtual Gurus - if you're looking for talented remote staff on a budget, book a free consult at thevirtualgurus.com/creator  

For months we've been hearing about a looming recession, but when will it happen? No one knows for sure, but what we do know is that there are steps you can take now to put yourself in a strong financial position to weather an impending storm (2:10). Plus, tax guru Ben Hake joins John to divulge which credits you can still capitalize on to help maximize your 2022 tax return (13:48).Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Derek Moore is back with Mike Puck, Director of Business Development at ZEGA Financial to talk underperformance of international stocks and how “everyone” is saying this is the year that trend gets reversed. Mike shares what people were talking about at the Miami ETF Conference around flows into international funds to start the year. Plus, they talk about what investors give up if they rotate out of S&P 500 US type investments and how you might already have international exposure in large US companies. Finally, they discuss the consensus for the US Dollar to drop in 2023 along with some other odds and ends within markets and the economy.     Why we don't try and pick markets and instead just Buy and Hedge! Comparing the performance of international stocks and value stocks Relative underperformance for over a decade in international stocks Is 2023 the year international finally outperforms again? Spain's IBEX Index price (not including dividends) is the same as it was in 1997-98 Makeup of stocks within the S&P 500 Index vs some international indexes Looking at the top 100 companies worldwide by market cap John Hussman Price/Sales ratio chart Price to sales still higher than average – although margins remain higher than average Market may be assuming net profit margins will stay elevated Google searches for Soft Landing are up Comparing the Nominal GDP growth to the 10-Year Treasury yield Early 90s Emerging Markets dominance International stock indexes have less technology and more value type stocks       Mentioned in this Episode:   No Volmageddon 2.0 | No Landing for the Economy? https://podcasts.apple.com/us/podcast/no-volmageddon-2-0-no-landing-for-the-economy/id1432836154?i=1000600413796   John Hussman article on current valuations https://www.hussmanfunds.com/comment/mc230221/   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Derek Moore's book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr   Contact Derek derek.moore@zegafinancial.com

Get complete cryptocurrency market data with latest price, charts, indicators, market cap, historical volatility metrics and complete crypto sector analysis here - https://app.tokenmetrics.com/market?u... #TrueFi #MakerDAO # In this video, we're comparing the True Fi valuation to the Maker DAO. We are trying to figure out which one is undervalued and why. Let's find out! Introduction - 0:00-0:06 TrueFi Crypto Fundamental Analysis - 0:07-0:53 Maker Crypto Fundamental Analysis - 0:54-1:23 True fi Vs Maker DAO Crypto Comparison - 1:24-2:29 True fi Or Maker DAO - Which One Is Better? - 2:30-3:31 Outro - 3:32-3:37 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Token Metrics Media LLC does not provide individually tailored investment advice and does not take a subscriber's or anyone's personal circumstances into consideration when discussing investments; nor is Token Metrics Media LLC, registered as an investment adviser or broker-dealer in any jurisdiction. Information contained herein is not an offer or solicitation to buy, hold, or sell any security.

In 2015, Brad Lorge founded Premonition, a technology company that offers logistics software to streamline a company's delivery operations. Rather than the traditional approach of financing their start-up through rounds of dilutive funding, Lorge asked his customers to pre-pay, allowing the founding team to retain 80% of the equity in their business.  By March 2022, Premonition had grown to $3 million in Annual Contract Value (ACV) which is when it was acquired by Shippit for $20.5 million -- an implied valuation of just under 7 times ACV.

While the causes of the European equity rally have become more clear over time, so have the caveats that warrant caution over optimism for cyclical stocks.----- Transcript -----Welcome to Thoughts on the Market. I'm Graham Secker, Head of Morgan Stanley's European Equity Strategy Team. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the deflating safety cushion for European equities. It's Tuesday, February the 21st at 3 p.m. in London. With the benefit of hindsight, it's relatively easy to justify the European equity rally since the start of October, given that we've seen an improvement in the macro news flow against a backdrop of low valuation and depressed investor sentiment and positioning. While the macro outlook could continue to improve from here, we think the safety cushion that low valuation and depressed sentiment had previously provided has deflated considerably as investors have been drawn back into the market by rising price momentum. On valuation, the MSCI Europe Index still looks quite inexpensive on a next 12 month forward PE of 13, however the same ratio for Europe's median stock has risen to 16, which is at the upper end of its historic range. Admittedly, a less padded safety cushion is not necessarily a problem if the fundamental economic and earnings trends continue to improve. However, there is now considerably less margin for any disappointment going forward. This rebound in European equities has been led primarily by cyclical sectors who have outperformed their defensive peers by nearly 20% over the last six months. Historically, this pace of outperformance has tended to be a good sign, suggesting that we had started a new economic cycle with further upside for cyclical stocks ahead. However, while this sounds encouraging, we see three caveats that warrant caution rather than optimism at this point. First, we have seen no deterioration in cyclicals' profitability yet, and the lack of any downturn now makes it harder to envisage an EPS upturn required to drive share prices higher going forward. Second, we get a very different message from the yield curve, which has consistently proved to be one of the best economic leading indicators over many cycles. Today's inverted yield curve is usually followed by a period of cyclical underperformance and not outperformance. And thirdly, cyclicals. Valuations look elevated, with the group trading in a similar price to book value as defensives. When this has happened previously, it usually signals cyclicals' underperformance ahead. Given our cautious view on cyclicals, we prefer small and mid-cap stocks as a way to gain exposure to a European recovery. Having underperformed both large caps and cyclicals significantly over the last year, relative valuations for smaller stocks looks much more appealing, and relative performance looks like it is breaking out of its prior downtrend. In addition, we see two specific macro catalysts that should help smaller stocks in 2023, namely falling inflation and a rising euro. Historically, both these trends have tended to favor smaller companies over larger companies, and we expect the same to happen this year. At the country level we think the case for small and mid-cap stocks looks most compelling in Germany, where the relative index, the MDAX, has significantly lagged its larger equivalent, the DAX, such that relative valuations are close to a record low. Thanks for listening. If you enjoy the show, please leave us a review on Apple Podcasts, and share Thoughts on the Market with a friend or colleague today.

On this episode of DTC POD, we discuss the key factors that investors look for in a business, such as product excellence, differentiation and the ability to manage capital responsibly. We cover benchmarks for what it takes to be successful at each stage of raising capital for your brand. We discuss the best types of businesses to launch, what VCs look for in a crowded space, and the importance of retail margins and unit economics when launching a business. Timestamps[00:03:58] Networking and pattern recognition in CPG industry vital for success in BD; takes 6 years to know if VC is successful.[00:08:47] Austin is an excellent city for CPG, supportive culture, helpful community, and over a third of portfolio companies are based there.[00:11:11] Portfolio companies doing well; 15x markup, 300%-200% growth, 98% retention rate, 8-9x growth[00:17:24] Investing in pre-revenue businesses requires special conditions such as high retention rate, LTV to CAC ratio, high AOV, and other metrics.[00:23:04] Founders need to manage capital responsibly, focus on break even and not overhire; gaps between funding rounds are getting longer.[00:26:04] Need resources, plan, and know-how to succeed; don't forget freight costs; raise money sooner; treat retailers like laboratories.[00:31:55] Valuations have been compressed, but there are still some companies that can get high valuations if they have strong metrics and a compelling founder. Some companies are being undervalued and some are being overvalued.[00:36:52] Exploring a variety of categories, looking for something special and unique.[00:45:31] Get advice from experts and understand your product's channel and unit economics to find the path of least resistance. VC Investments are Paying Off:"Within 18 months, one of our portfolio companies just had a 15x markup, another is growing 300-200% every year, and Jolie Skincare is doing unbelievable on a monthly basis." — Ryan Springer 11:11Metrics for Pre Revenue Success:"If you're under 20% on retention and customers order twice or more in a year, it's going to be tough for us to get interested. You have to be like a couch that's a little outside of where we would normally invest." — Ryan Springer 21:43Valuation Compression:"We've seen valuation compression. It's definitely real, but it's not the same. We use projections to see whether or not you have a realistic understanding of how the business works, not what weight to value a company. We don't do trailing twelve months either, necessarily."— Ryan Springer 31:57Shownotes powered by www.castmagic.io Past guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more.Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• ​​​​#243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter hereFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTokRyan Springer - Founding partner of MidnightVP & Founder of High Desert Cactus VodkaRamon Berrios - CEO of Trend.ioBlaine Bolus - Co-Founder of Seated