Podcasts about valuations

Send a textIn this insightful episode of Living the Dream with Curveball, we welcome Saul Cohen, a seasoned accounting and acquisitions advisor dedicated to empowering business owners to transition from operators to investors. Saul shares his passion for entrepreneurship and the pivotal role it plays in fostering community and societal change. He elaborates on his journey from working at PwC to specializing in acquisitions advising, highlighting the importance of understanding business valuations and tax strategies for successful exits. Listeners will gain valuable insights into the mindset shift required for effective leadership, the common mistakes entrepreneurs make when planning their exit, and the significance of early tax planning. Join us as Saul offers practical advice on identifying growth opportunities and achieving true financial freedom, along with a success story that underscores the transformative power of strategic acquisitions. This episode is a must-listen for any entrepreneur looking to enhance their business acumen and navigate the complexities of growth and exit strategies.Want to be a guest on Living the Dream with Curveball? Send Curtis Jackson a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628631536976x919760049303001600Support the showmosaic: Exploring Jewish Issuesmosaic is Jewish Federation of Palm Beach County's news magazine show, exploring Jewish...Listen on: Apple Podcasts SpotifySupport the show

Daniel Rudyak built a healthcare company the hard way. No venture capital. No safety net. And for a long stretch, not even the freedom to buy “two tacos” without doing the mental math. In this episode, Jerome Myers talks with Daniel, founder of ReadyRx, about what it takes to go from private equity boardrooms to the chaos of building: 120-hour weeks, 18 months pre-revenue, and the constant pressure of carrying a mission that's deeply personal. ReadyRx has grown to 10,000+ monthly customers and a reported $70M valuation, but this conversation isn't about hype. It's about the truth founders rarely say out loud: the climb is hard, the summit is brief, and the “money” doesn't give you what you think it will. If you're chasing an exit, thinking about raising capital, or worried about what happens after the deal closes, press play. In this episode: Why ReadyRx exists (and the healthcare failures that sparked it) The real difference between investing in businesses and building one Why they refused venture money and what control is worth The hidden skill founders need after liquidity: allocation, not adrenaline Why most people don't break on the way up, they break on the way down Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 16, 2026: Why Infrastructure is the Real Winner in the Age of AIWarren Buffett is widely credited with characterizing competitive advantages as moats that companies will aggressively build and will vigorously defend to protect themselves from attacks by others.The software industry has been a popular sector for investors in recent years due to its outsized growth rates and its ability to quickly iterate.Yet the barriers to entry are low here, and it's been difficult for software companies to build sustainable moats.That's perhaps one of the key reasons for the recent "SaaS-pocalypse", where many software stocks have sold off due to the emerging threat of AI and technological disruption.So where do we go from here? Are software stocks with lower prices now a compelling buying opportunity? Or are these falling knives with even more downside risk ahead?On Monday's livestream show, Bastion Fiduciary portfolio manager John Rotonti and I describe the status quo of the software industry. But we also discuss how infrastructure providers are emerging as the real winners in the age of AI.Power, cooling, networking, and other supporting functions are supply-constrained and are doing their best to meet the $3 trillion of AI infrastructure spending that will take place within the next five years. We discuss the turnaround taking place in manufacturing and why Amphenol, TE Connectivity, and Trane Technologies could be lucrative investment opportunities.Timestamps:00:00 – Welcome & Mardi Gras check-in02:30 – The SaaS reckoning: low moats, high competition08:00 – Valuations then vs. now (52x PE → 20x)12:00 – The stock-based compensation problem15:00 – Is it finally time to invest in SaaS?20:00 – Constellation Software: the acquisition machine28:00 – Nvidia & the AI infrastructure buildout38:00 – Hardware + software integration as a moat40:00 – Why Alphabet is the widest-moat AI company43:00 – Power, liquid cooling & the data center arms race47:00 – Labor shortages & re-industrialization50:00 – Audience Q&ALearn more about long-term investing at 7investing.com — get your first 7 days free at 7investing.com/subscribe#7investing #AIStocks #SaaS #Nvidia #Alphabet #JohnRotonti #StockMarket #Investing #AIInfrastructure #IndustrialStocks #ConstellationSoftware #LongTermInvesting

Goldman Sachs' Head of Hedge Funds Tony Pasquariello gives us his take on the broader market, big tech, software and much more. Plus, Aswath Damodaran – so-called Dean of Valuation – says he is as cautious as he's been his entire career. And, Tom Lee from Fundstrat helps us wrap up the trading month. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After Nvidia (NVDA) dominated attention of the AI trade this week, George Tsilis turns to a stock that has fallen under many investors' radars: Supermicro (SMCI). As George notes, the company beat its most recent earnings but faces steepening competition against peers. The stock is cheap compared to the rest of the tech sector, though margins can cut into profits. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Buying a $10M–$100M online business isn’t just about having capital. It’s about relationships, structure, leverage, and knowing how the game is really played behind closed doors. In this episode, Jaryd Krause sits down with Emmet Kilduff, founder of The Fortia Group and former investment banker at Morgan Stanley, to unpack how serious online acquisitions actually get done in the $10M to $100M range. After 25 years in M&A, Emmet pulls back the curtain on what separates institutional buyers from everyday acquirers, and why trying to “figure it out yourself” is one of the most expensive mistakes you can make. You’ll learn: The 3-stage “Flirt, Date, Marry” framework elite dealmakers use to build acquisition relationships years before a deal closes Why the best buyers pitch sellers, and how to create a buyer deck that makes founders want you The real funding structures used by strategics, private equity, aggregators, and search funds What’s changed since the 2021 acquisition boom, and why 100% upfront deals are basically extinct The truth about earn-outs (and why most are designed for buyers, not sellers) Why recurring revenue businesses command premium multiples, and how valuation arbitrage actually works How to transition from operator to owner so you can think strategically and fund bigger moves This is not theory. This is how real capital allocators think. If you want to understand how serious acquirers finance deals, structure terms, protect downside, and build relationships that lead to eight- and nine-figure exits, this episode is your behind-the-scenes briefing. If you’re planning to buy, sell, or scale an online business and want to understand how institutional-level M&A actually works, hit the “Play” button. Episode Highlights 03:12 Why Even $10M Buyers Shouldn’t Go It Alone 05:08 The “Flirt, Date, Marry” Framework for Closing Bigger Deals 08:41 How Smart Buyers Pitch Sellers (And Win Trust Fast) 12:06 The Truth About Earn-Outs (And Why Sellers Should Be Careful) 18:47 The Three Types of Institutional Buyers in the $10M–$100M Range 23:55 Why Recurring Revenue Changes Everything in Valuation 28:36 The Strategic Conversations That Should Happen Before Price Is Discussed 35:44 From Operator to Owner: Making the Shift to Strategic Thinking 40:27 Building an Advisory Board That Actually Moves the Needle Key Takeaways ➥ Buying a $10M–$100M online business is as much about relationships and strategy as it is about money. ➥ Use the “Flirt, Date, Marry” framework: build trust early, share information progressively, and finalize only when both sides are aligned. ➥ Strong buyers actively pitch sellers—your experience, vision, and team matter just as much as your capital. ➥ Typical deal structures include 60–80% upfront with the balance via earn-outs, equity rollover, or milestone-based deferred payments. ➥ Structuring earn-outs around revenue, not profit, reduces disputes and protects long-term relationships. ➥ Recurring revenue businesses (SaaS, subscriptions, memberships) command higher multiples and offer more predictable financing. ➥ Advisory panels and mentors accelerate decision-making, reduce risk, and boost credibility with sellers. ➥ Transitioning from operator to owner requires delegation, trust, and strategic focus over day-to-day management. ➥ Patience, preparation, and network-building are the hidden factors that make or break acquisition success. About Emmet Kilduff Emmet Kilduff is the Founder of The Fortia Group, an M&A advisory firm specializing in the sale of eCommerce brands and digital agencies. With a background at leading Wall Street investment banks including Morgan Stanley, Emmet brings institutional-level M&A, valuation, and deal-structuring expertise to small and mid-market online businesses. Through Fortia, he has advised founders, buyers, and investors on acquisitions across the UK, US, and international markets, helping them navigate financing, positioning, and exits with professional rigor. On this episode of the Buying Online Businesses Podcast, Emmet shares how sophisticated buyers think about funding acquisitions, structuring deals, and avoiding the common mistakes that derail first-time online business buyers. Connect with Emmet Kilduff ➥ https://www.linkedin.com/in/emmettkilduff/ ➥ https://thefortiagroup.com/ Resource Links ➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Google Ads Service - https://buyingonlinebusinesses.com/ads-services/ Buy & Sell Online Businesses Here (Top Website Brokers We Use)

A story about what happens when you build a Forever Business—instead of chasing the next exitThis episode is for sales-led SaaS founders who feel the business is getting slower the bigger it gets—and starting to accept that as normal.Most software companies slow down as they scale. Access got faster.Jon Jorgensen, Co-CEO of The Access Group, joined as a telesales trainee straight from school. In 2011, the company was doing £24 million. Fifteen years later, it's a £1.2 billion business with 160,000 customers.His belief: if you build what he calls a "Forever Business," growth compounds instead of stalling—even after six private equity transactions.And this inspired me to invite Jon to my podcast. We explore why companies that never stop learning outgrow everyone else. Jon shares lessons about what shifted when Access moved from profit-driven to value-creation thinking, why he pushed equity to over 50% of employees, and what a "Forever Business" actually demands. You'll discover how a company survives six private equity transactions and 9,000 employees—without becoming the corporate machine everyone expects.We also zoom in on two of the 10 traits that define remarkable software companies: – Master the art of curiosity – Master creating momentumJon's journey proves that remarkable companies treat curiosity as a daily practice, not a poster on the wall—and that's what creates momentum competitors cannot replicate.Here's one of Jon's quotes that captures his leadership philosophy:"I can't change you. You've got to want to change. I can't make you do something. You've got to want to do it."By listening to this episode, you'll learn:Why shifting from profit-driven to value-creation thinking changes everything about growthWhat happens when you push equity deep into the organization instead of hoarding itWhy the psychology of belonging matters more than strategy at scaleHow building a "Forever Business" protects against short-term pressure from investorsFor more information about the guest from this week: Guest: Jon Jorgensen, Co-CEO, The Access Group Website: theaccessgroup.com

February 25, 2026 - Zach and Chase discuss market dynamics, tech valuations, the impact of AI, and the importance of discipline and continuous learning in investing and life.

UAD 3.6 is a fundamental shift in how appraisal data is structured, collected, and delivered. But what does this actually means for your day-to-day work? In this episode, hosts Jim Morrison and Hal Humphreys sit down with Ken DeFeo of Fannie Mae and Sean Murphy of Freddie Mac—two of the key minds behind the development of UAD 3.6.Together, they unpack why the redesign was necessary, how UAD 3.6 moves the industry beyond legacy form-based reporting, and what appraisers should know about data consistency, clarity, and quality going forward. The conversation also tackles the very real concerns around change management, lessons learned from early production and testing, and how this new standard supports appraisal modernization—without changing the core role of the appraiser.UAD 3.6 Bootcamp is in Orlando next week! Find out more and register here: https://appraiserelearning.com/product/uad-3-6-bootcamp-orlando-fl-march-4th-6th/At The Appraisal Buzzcast, we host weekly episodes with leaders and experts in the appraisal industry about current events and relevant topics in our field. Subscribe and turn on notifications to catch our episode premieres every Wednesday! You can find the video version of this podcast at http://www.youtube.com/@TheAppraisalBuzzcast or head to https://appraisalbuzz.com for our breaking news and written articles.

On today's episode, Dr. Mark Costes welcomes back valuation and transition expert Kyle Francis, founder and CEO of Professional Transition Strategies. The conversation dives deep into the current landscape of dental practice acquisitions, with a focus on how consolidation, private equity, and practice size are changing the rules of the game. Kyle breaks down valuation methods—SDE vs. EBITDA—and explains why many growing practices may outpace the traditional doctor-to-doctor buyer pool.  They explore what makes a practice "attractive" to institutional buyers, how multiples are really determined, and why the structure of your business (and your exit timeline) can drastically impact your payout. Whether you're thinking about selling in five months or five years, this episode is a masterclass in understanding the financial forces at play in modern dentistry. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://professionaltransition.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with entrepreneur and author Betsy Pepine about her book Breaking Boxes: Dismantling the Metaphorical Boxes That Bind Us — and what those “boxes” really mean for business owners. They move beyond the metaphor and into the boardroom. Dave and Betsy examine how invisible constraints — family expectations, industry norms, identity labels, fear of judgment — quietly shape leadership decisions, company culture, and growth trajectories. More importantly, they explore what it takes to recognize and dismantle those constraints before they limit enterprise value. Betsy shares candid stories from building and scaling her real estate businesses, including a pivotal employee departure that forced a hard look at culture and alignment, and her unconventional decision to create salaried agent roles in an industry built on commission. The conversation tackles how fear masquerades as strategy, how misalignment shows up physically and relationally for leaders, and how outdated assumptions can cap performance long before the numbers reflect it. You'll hear practical insights for business owners and advisors alike: How to identify the “boxes” shaping your decisions Why growth often stalls at identity, not capability The role of outside counsel, peer groups, and masterminds in exposing blind spots How authentic alignment strengthens culture - and ultimately business results If you're a business owner, executive, or advisor who senses that something is holding your organization back  but can't quite name it, this conversation will help you connect the dots between mindset, leadership behavior, and measurable outcomes. About Our Guest: Betsy Pepine is a best-selling author, speaker and serial entrepreneur in real estate. Her brokerage, Pepine Realty, has been named as an Inc. 5000 Fastest Growing Private Company in the USA multiple times and has earned spots on the Top 50 Florida Companies to Watch and Florida Trend Best Companies to Work For lists. Additionally, the Wall Street Journal has consistently recognized Betsy's real estate team as one of the top-producing real estate companies in the United States. Betsy also owns a title company, real estate school and property management brokerage. Betsy is endorsed by her mentor, real estate mogul, and Shark Tank shark Barbara Corcoran, as well as leading media personality, Dave Ramsey. Passionate about helping at-risk families with children, Betsy founded Pepine Gives, a 501(c)3 non-profit foundation that helps families facing housing insecurity. Betsy earned an economics degree from Duke University and an MBA from The Wharton School of Business at the University of Pennsylvania. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

Welcome to the ENT!What are some of the keys to the most successful family office? Family offices have this mystique; some people think only the multi-billionaire families need one. Yet, the key reasons families create family office are shared by many families:namely asset protection and confidentiality. Learn about the different types of offices and what might best suit your family's needs. Do you want my own consigliere, like Frank from the Godfather? If you've seen one family office, you have seen one family office. You can make a big impact! Learn some of the ways.As always, it is good to have an expert on your side. Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.comKarl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Dividend Growth: The Quiet Engine of Wealth Dividend growth investing sounds simple, but doing it well for decades is not. That's why we wrote Dividend Growth: The Quiet Engine of Wealth—a practical guide to building a framework you can stick with when things get uncomfortable. You can get a free copy here. Plus, join our market newsletter for more on dividend growth investing. ________ After a year of lagging the S&P 500, dividend investors are finally playing catch-up. Income is growing. Prices are rising. Total returns are improving.But success brings a new challenge: what happens when valuations rise, yields fall, and future returns get harder to find?In this episode, Greg explores the hidden downside of success in dividend growth investing. With dividend stocks outperforming early in 2026 and capital rotating out of growth and AI, he explains why rising prices create a new challenge: redeploying capital without sacrificing long-term returns. He revisits income growth vs. total return, explains why cash flow acts as the anchor in volatile markets, and walks through why sometimes the best move is to do nothing. He also contrasts chasing yield with sustainable compounding, including why shifting into Treasuries for higher income can miss the bigger picture.The second half of the episode moves into real portfolio examples—showing what “sell,” “hold,” and “buy” look like in practice:Why Emerson Electric ($EMR) no longer fits the modelWhat Clorox's ($CLX) acquisition strategy could mean for dividend growthHow Hershey ($HSY) shows patience through commodity cyclesWhy Accenture ($ACN) represents a redeployment opportunityLong-term success isn't about chasing what's working today. It's about discipline, letting income compound, and trusting that if cash flow grows, prices follow.Topics Covered: [00:11] Introduction [03:45] Income growth vs. total return investing [07:24] Why dividend income is the anchor [09:52] Valuation risk and redeployment challenges [10:22] Buffett, patience, and portfolio discipline [11:38] Treasuries vs. dividend stocks: yield vs. growth [13:03] Cash flow as the North Star [15:26] Emerson Electric ($EMR): selling a winner [20:03] Clorox ($CLX): acquisition risk and dividend sustainability [27:40] Hershey ($HSY): commodity cycles and patience [32:03] Accenture ($ACN): dividend growth opportunity [35:11] Redeploying capital in rising markets [36:07] Final takeaway: consistency and long-term compoundingSend a textDisclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -> Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on:Instagram | Facebook | LinkedIn | X

MY NEWSLETTER - https://nikolas-newsletter-241a64.beehiiv.com/subscribeJoin me, Nik (https://x.com/CoFoundersNik), as I interview Tarek Arafat (https://x.com/@tarekarafat_), the co-founder of Table One! In this episode, we dive into the incredible story of how Tarek and his co-founder, Frank, built a membership platform that's generating over $200,000 in annual recurring revenue (ARR) with nearly 99% margins and zero paid ads.We explore how Table One is solving the epidemic of restaurant reservation scalping in New York City and empowering diners to access high-demand spots. Tarek shares how a personal problem led to a wildly successful, bootstrapped business, including the challenges of initially shutting down due to SMS message costs and the unexpected boost from being featured in The New Yorker.We also discuss their unconventional approach to community funding and Tarek's valuable advice for aspiring entrepreneurs.Questions This Episode Answers:• What major pain point does Table One solve for diners in New York City's high-demand restaurant scene?• How did Table One achieve 99% margins and $200K ARR with no paid ads and just two founders?• What pivotal moment, including an unexpected feature in The New Yorker, accelerated Table One's organic growth?• How did Tarek Arafat overcome challenges, like the initial shutdown of Table One's service, to achieve product-market fit?• What unconventional method did Table One use to raise over $600,000 in investment interest directly from its community?Enjoy the conversation!__________________________Love it or hate it, I'd love your feedback.Please fill out this brief survey with your opinion or email me at nik@cofounders.com with your thoughts.__________________________MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribeSpotify: https://tinyurl.com/5avyu98yApple: https://tinyurl.com/bdxbr284YouTube: https://tinyurl.com/nikonomicsYT__________________________This week we covered:00:00 Introduction to Table One: A New Dining Experience03:05 The Problem with Current Reservation Systems05:54 Building a Solution: How Table One Works09:08 The Business Model and Pricing Strategy12:00 The Journey of Building Table One14:51 From Idea to Execution: The Founder's Story18:10 Navigating Challenges and Growth21:05 The Future of Table One and Dining Reservations29:09 Balancing Work and Startup Life30:34 The Crazy Growth Journey32:58 Navigating Press and Publicity34:56 The Importance of Distribution38:50 Managing Rapid Growth43:13 Lessons from the Journey46:00 Building Community and Investment51:16 Innovating Through Events55:59 Strategic Fundraising and Valuation

John Maytham is joined by Llewellyn Louw, the City’s Municipal Valuer and a certified professional valuer, to take us through the objections process from start to finish — what qualifies, what doesn’t, and where homeowners often go wrong — Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

My guest this week is Nathan Bartrop, a corporate governance specialist, company secretary, and returning friend of the podcast. Nathan lives and breathes governance, and in this episode, we use two real ASX‑listed companies Argo and AUB Group to show beginners how governance, incentives, valuation, and management quality play out in the real world.Episode Blog Post: https://www.sharesforbeginners.com/blog/argo-aub

As we gear up for Nvidia earnings, the conversation in the AI data center era has shifted toward one critical ingredient: Memory. In this video we are discussing the "memory trade" and why High Bandwidth Memory (HBM) is causing such a shift in the market.In this video, we break down Micron's (MU) aggressive production ramp and debunk the rumors surrounding their place in Nvidia's supply chain. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 – The Memory Trade & Nvidia Anticipation 00:45 – HBM: The Essential AI Ingredient 01:45 – Addressing the Nvidia Supply Chain Rumors 02:30 – Is Memory a Commodity? The Cyclical Risk 03:15 – Calculating Free Cash Flow (FCF) 04:00 – Demand vs. Supply: Why Prices are Rising 05:00 – The Global Fab Expansion: Idaho, NY, & Beyond 06:15 – The $150 Billion CapEx Assumption 07:20 – Micron Valuation: 2026 & 2027 Forecasts 08:00 – Final Thoughts: Still Going Strong?If you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Micron #MU #AIInvesting #Semiconductors #HBM #ChipStockInvestor #StockValuation #TechStocks #Nvidia #MemoryTradeNick and Kasey own shares of Micron

How To Handle Pushback on Valuation Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. In fundraising, the founder encounters a variety of investors. Some are concerned about the return, some about the traction, and others about the valuation. For those focused on valuation, here are some key steps to consider: First, check their knowledge of current market valuations. Ask what valuations they've seen on recent fundraises and exits that match your company. Next, identify what they consider the most important factors that drive valuation. This could be revenue, growth rates, team, or other. Finally, ask what valuation they would ascribe to your deal. The goal is to delay the negotiation process and gather as much information as possible. Investors see many deals and have information that most founders do not. Consider how their information informs your valuation. Once you decide on a valuation, stick with it and approach investors who are not as concerned with it. Raise a meaningful amount of funding for the deal. Find comps that support your valuation. Only then do you engage the original investors, but now there's evidence that other investors are in the deal. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _________________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.

Don't let your dream exit turn into a corporate nightmare. Learn how to protect your team and your sanity when staying on post-sale. View the complete show notes for this episode. Want To Learn More?  After the Sale – Planning a Smooth Integration with the Buyer Negotiating the Letter of Intent The M&A Training & Transition Period Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

In this Dialogue episode of The Synopsis, we discuss the recent sell off of software names, Constellation Software, and introduce the idea of "Point of Monetization" to analyze why Dating Apps are such a bad business.  Five Minute Money Newsletter Free Sign Up Watch the ServiceNow Video here, or the Constellation Software Video Here, the Adobe Video Here.  ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro (3:48)  — ServiceNow Business Overview (13:00)  — Risks to ServiceNow (21:32)  — AI Control Tower (24:14)  — Competitive Dynamics (32:10)  — Valuation (35:18)  — Mature Margin Diatribe (42:39)  — AI Risk Rebuttal (46:16)  — ServiceNow Blue Sky Scenario (47:38)  —  Intuit Disrupted? (50:46)  — Will Margins Collapse for SaaS? (52:54)  — Difference Between SMB vs Enterprise SaaS -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

This week we look at: Supreme Court Invalidates Executive Tariffs Under IEEPA  Special Depreciation Allowance Under the OBBBA  CAMT Adjustments and Relief  Circuit Split on Third-Party Fraud  Valuation and Penalties in Syndicated Conservation Easements

Send a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:02 - AG Dillon Funds closing on Mar 31, 202600:51 - OpenAI Financials $280B revenue target meets $665B cost wall03:58 - OpenAI “buys” OpenClaw, Steinberger joins OpenAI04:42 - OpenAI Series C aims to shatter records at $850B post money05:41 - OpenAI and Tata bet on India with a 100 MW to 1 GW buildout path06:29 - Grafana's $9B round talks ride a $400M ARR wave07:23 - World Labs lands Autodesk and targets a rumored $5B valuation08:18 - Temporal wants to be the load bearing layer for agent execution09:31 - Mesh Optical's $50M Series A targets the chokepoint inside AI data centers10:43 - Render's $1.5B valuation is a bet that AI apps need a new runtime11:40 - Stash acquired by Grab for $425M13:06 - Physical Superintelligence pitches a physics breakthrough factory with a 20 person team14:07 - Figma plugs Claude Code into design and risks losing the workflow15:00 - Anthropic ships Sonnet 4.6 just 12 days after Opus 4.615:26 - Stripe's Bridge wins OCC trust charter signal as stablecoin scrutiny rises16:37 - Cohere puts 70 plus languages on device with a 3.35B parameter model17:53 - ElevenLabs turns agent risk into an insurable product at $12.2B secondary19:05 - Mistral buys Koyeb and adds 16 engineers to harden its compute stack

Interview with Brendan Yurik, CEO of Electric Royalties Ltd.Our previous interview: https://www.cruxinvestor.com/posts/mining-royalty-sector-explodes-with-massive-consolidation-fresh-capital-7469Recording date: 11th February 2026The mining royalty sector delivered exceptional performance in 2025, driven by surging commodity prices and unprecedented consolidation activity. Gold prices rose 74% while silver surged 160%, translating into triple-digit share price gains for major precious metal royalty companies. Wheaton Precious Metals gained 102%, Royal Gold appreciated 98%, and Osisko Royalties reached 100%. Mid-tier companies performed even stronger, with Gold Royalty Corp advancing 215% and Element Royalties climbing 150%.Despite lithium carbonate recovering 80% over the period, battery metal-focused royalty companies experienced a stark divergence in valuations. Electric Royalties reported zero share price appreciation, highlighting that market participants have not yet incorporated battery metal price recovery into their valuation frameworks for companies in this subsector.The year marked a potential inflection point through significant M&A transactions. Royal Gold acquired Sandstorm for $3.5 billion, representing the first major royalty company acquisition in years. Triple Flag purchased Orogen Royalties for $420 million, while Altius Minerals bid $520 million for Lithium Royalty Corp in December. According to Electric Royalties CEO Brendan Yurik, this consolidation reflects fundamental economics where acquiring diversified portfolios proves more efficient than executing dozens of individual transactions.Several experienced teams launched new royalty platforms in late 2025, including Versamet Royalties, Summit Royalties, and Lunar Royalties. Summit achieved a market valuation three to four times that of Electric Royalties despite being newly public, demonstrating strong investor appetite for proven management teams.Valuation dynamics continue driving consolidation as larger companies with extensive diversification trade at 2.5 times net asset value compared to 1x for junior companies. This gap creates powerful incentives for mergers that enhance shareholder value through scale and improved operating leverage.Looking ahead to 2026, industry participants expect M&A activity to accelerate beyond 2025 levels. The fragmented sector provides numerous consolidation targets, while battery metal royalties trading at significant discounts to precious metal peers may attract acquisition interest as cash flows materialize.View Electric Royalties' company profile: https://www.cruxinvestor.com/companies/electric-royaltiesSign up for Crux Investor: https://cruxinvestor.com

In this episode, the mates, along with guest Ben Horowitz, explore Elon Musk's shift to lunar AI data centers, mass drivers, O'Neill cylinders, Dyson swarms, and Optimus robots pioneering space. Get notified once we go live during Abundance360: https://www.abundance360.com/livestream  Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends   Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Ben Horowitz is a cofounder and general partner at Andreessen Horowitz (a16z), NY Times bestseller author, and creator of the a16z Cultural Leadership Fund. Salim Ismail is the founder of OpenExO Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified – My companies: Apply to Dave's and my new fund:https://qr.diamandis.com/linkventureslanding   Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy   _ Connect with Peter: X Instagram Connect with Ben X Instagram Linkedin Learn about a16z Connect with Dave: X LinkedIn Connect with Salim: X Join Salim's Workshop to build your ExO  Connect with Alex Website LinkedIn X Email Substack  Spotify Threads Listen to MOONSHOTS: Apple YouTube – *Recorded on February 13th, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

AGENDA: 04:14 Anthropic's $30B Raise at $380B 06:18 Why SaaS Stocks Keep Getting Crushed 18:15 Wall Street's New Religion: AI Replaces Headcount  22:42 The Bear Case for Shopify: What Could Go Wrong? 31:51 Replit and Lovable are Proof Figma Missed Out: Figma; Buy or Sell?  48:42 Stripe Raises at $140BN: Is Stripe Wildly Overvalued or Adyen Undervalued?  54:36 OpenAI Buys OpenClaw 01:06:28 Thrive's $10B Growth Fund 01:09:10 Arif Janmohamed Leaves Lightspeed for New Firm 01:17:12 Workday's Founder Returns as CEO: Will it Work?  01:20:34 Which Founder Returns Next: HubSpot, Twilio, Gitlab? 01:24:03 Is Monday.com a Screaming Buy? 01:28:25 Jason and Harry Bet $200,000  

Feb 19, 2026 – Rotation, competition, and productivity are the lifeblood of the ongoing Roaring 2020s thesis. In this episode, FS Insider host Cris Sheridan sits down with renowned strategist Dr. Ed Yardeni to discuss his outlook for the markets...

Stop worrying that selling your company means handing your loyal staff a pink slip. Learn how growth-minded buyers actually protect your workforce to secure their investment and scale the business. This episode reveals the best time and ways to announce a sale to your employees. View the complete show notes for this episode. Want To Learn More?  M&A Guide | The 4 Types of Buyers of Businesses How To Maintain Confidentiality When Selling Your Business Informing & Retaining Employees When Selling a Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

In this Company episode of The Synopsis we talk about Shift4, drawing from our 85-page research report to cover everything from their early history, to an overview of the payment landscape, and their unique customer acquisition model, as well as competitive moats. **Learn more about our 85-page Shift4 Research Report here** For full access to all of our in-depth research reports, become a Speedwell Member here.  If you need help getting Speedwell Research to become an approved research vendor, so you can expense your subscription, please email info@speedwellresearch.com  *~*~*~* -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro (6:04)  — Why Shift4? (11:36)  — Payment Processing Example (18:34)  — Shift4 History (45:40)  — Revenue Breakdown (57:10)  — Gateway Economics (1:00:00)  — Business Overview (1:02:00)  — Competition (1:10:00)  — Value Proposition (1:15:56)  — Capital Allocation & ROIC (1:27:00)  — Valuation (1:32:16)  — Risks (1:38:00)  — Upside (1:40:50)  — Shift4 CEO Interview Announcement -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of recording no contributors had a position in FOUR. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Last week in Part 1, we talked about mindset — why “I want to sell” rarely means just one thing and why clarity must come before going to market.This week, we move into the financial side of readiness.As Cameron said, “If you don't listen to any others, like, just listen to this one.”We discuss clean versus buyer-ready financials, what a Quality of Earnings (QoE) report actually does, how adjusted EBITDA influences valuation, why buyers perform independent analysis, the real drivers behind valuation multiples, financial red flags that reduce purchase price, and what to prioritize if you're 1–3 years from an exit.This is the episode that turns “country club multiples” into real-world math.

Do you know the biggest mistake AEC firm owners make?

February 18, 2026 - Season 16, Episode 95 of The Terrible Podcast is now in the can. In this Wednesday morning show, Alex Kozora and I get right into discussing the NFL Scouting Combine speaking schedule for Pittsburgh Steelers GM Omar Khan. On the heels of the Miami Dolphins making several early offseason cuts, Alex and I discuss if we think the Steelers should pursue any of the notable names on that list and that includes WR Tyreek Hill and G James Daniels. Former Steelers wide receivers coach Zach Azzanni is headed to the Las Vegas Raiders to couch their wide receivers, so Alex and I discuss that news in addition to former Steelers WR Robert Woods announcing his retirement from the NFL on Tuesday. The Athletic released their 150 top unrestricted free agent list for the offseason on Wednesday so Alex and I spend a lot of time on that subject. We go over the Steelers unrestricted free agents that made that list of 150 players and their early projected contract values for each. We also discuss several other soon-to-be unrestricted free agents on that top 150 list that the Steelers might ultimately have some offseason interest in. Alex and I discuss the value of CB James Pierre heading into free agency and if he deserves to be ranked in a top 150 list. Alex released his first official Steelers mock draft of the 2026 offseason since our last show, so we go over each of the 12 selections he has for Pittsburgh. We go over the biggest pushbacks that Alex has received for that first mock draft as well. Is former LSU QB Garrett Nussmeier easily the third-best quarterback in the 2026 draft class? Alex and I discuss his 2025 and 2024 seasons at LSU along with a few of his passing stats. This 106-minute episode also discusses several other minor topics not noted in the above recap and we end thus show by answering several emails we received from listeners. steelersdepot.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss:(00:00) Introduction(11:23) Zoom's Business Model Evolution(20:50) AI Integrations(26:36) Anthropic Investment(32:18) AI's Dominance Over Software(39:09) The Impact of COVID on Zoom's Growth(42:25) Zoom's Pricing Power and Market Position(45:48) Capital Returns and Buyback Strategies(51:40) Valuation(55:31) Misunderstandings About Zoom's Business ModelFOUNDATIONAL EQUITIES ETF: https://avoryfunds.com/*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

▷ Beyond the Scoreboard: Investing in the Sports Economy - Webinar: https://youtu.be/MCgjEG1UE8c ▷ Learn about the GOLS ETF: https://youtu.be/RU27jDocPH4 ▷ Ways to Play - Sports Investing: https://youtu.be/Gim5Zq3Dwbs In this bonus segment, "Extra Innings," Chris Marangi answers additional questions from Gabelli's live webinar on investing in the sports economy. Sports is more than just a game: it's a global business ecosystem built upon media rights, live experiences, and fan engagement. In this webinar, Gabelli Opportunities in Live and Sports (GOLS) Portfolio Manager Chris Marangi will discuss the key trends driving the sports and live entertainment economy and review the key revenue drivers of the industry. Chris will share his outlook for 2026 and beyond and explain how they evaluate opportunities across the ecosystem. Moderated by Katie Durkin, Senior Vice President. 2026 Playbook: The key trends that will drive the sports and live entertainment economy this year - The business of sports: Understanding key revenues drivers – media rights, ticketing, sponsorships, experiences, gaming, data, and infrastructure - Introducing GOLS: The Gabelli Opportunities in Live and Sports ETF (GOLS) – invest like a billionaire. - Investable ecosystem: Discussing the investable opportunity set including franchises, leagues, venues, and platforms - Investment process: How we apply Gabelli's Private Market Value with a Catalyst™ investment approach to uncover mispriced opportunities - Portfolio positioning: How GOLS may fit alongside core equity, thematic, and alternatives allocations - Stock spotlights: Examples of GOLS holdings - Q&A: Live questions from attendees 0:00 Gabelli Opportunities in Live & Sports - Extra Innings 0:27 GOLS Fees 0:48 Women's Sports 1:31 ETF Transparency 2:16 Diversification 3:08 Media plays 4:44 Betting 6:02 Europe - US: Football/soccer, NBA, F1/NASCAR, NFL? 8:05 Valuation gap between private vs. public sports franchises 9:25 Catalysts for sports teams 10:54 Atlanta Braves - broadcast/profit dynamics 12:44 Private equity and firms developing sports ETFs 14:13 What's next for GOLS? Raising capital? 14:57 Contact us 15:12 Important Disclaimers To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • LinkedIn - https://www.linkedin.com/company/investgabelli/ • X - https://x.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

How do you build a mission-driven brand that survives beyond a single personality - and still create real enterprise value? On this episode of Behind The Numbers With Dave Bookbinder, I speak with Bob Bush, founder and CEO of Mutombo Coffee, about building a purpose-driven specialty coffee company rooted in relationships, disciplined execution, and long-term thinking. Bob traces the origin of Mutombo Coffee from his friendship with NBA legend Dikembe Mutombo to the development of a “commerce over charity” model designed to create sustainable economic opportunity - particularly for women coffee farmers. Drawing on his background in finance and supply chain management, Bob explains how operational discipline and mission alignment must coexist if a social enterprise is going to scale. We discuss: Launching a consumer brand during COVID and the realities of supply chain disruption Managing key-person risk following Dikembe Mutombo's passing The operational complexity of international sourcing and distribution Leadership lessons for founders building mission-centered businesses Aligning profit with purpose without compromising either Bob also shares the evolution of the product strategy - from single-serve sachets and K-Cups to stroopwafels and espresso martini offerings - along with partnerships that have supported growth, including the Houston Rockets and Temple University. This conversation offers practical insight for business owners and management teams navigating growth, brand identity, and enterprise resilience. It's a case study in building sustainable systems, listening to customers, and proving that purpose and profitability are not mutually exclusive - but must be intentionally engineered. If you're interested in entrepreneurship, management, impact investing, or the mechanics behind scaling a mission-driven brand, this episode delivers both strategic perspective and operational lessons. ** Behind The Numbers With Dave Bookbinder listeners can get 20% off of their order by using the discount code BTN20 here: insert web address https://www.mutombocoffee.com/collections/all   About Our Guest Bob Bush is a senior investment executive with experience across industries, geographies (USA, Europe, China, Middle East, and Africa), as well as asset classes (venture capital, private equity, Islamic Finance). He has engaged in various financial and operating special projects for sovereign-related entities, family businesses, family offices, investment companies, corporations, and startups. Bob provides live television commentary and keynotes at global conferences on innovation, social impact, sustainability, global investing, and international trade. His unique experiences, love for learning and teaching, as well as an established network of relationships, fuel his interests in innovative business models, public-private partnerships, and entrepreneurship. Bob's international experiences with multinational corporations and government advisory as well as his love for learning and teaching have given him a unique perspective on solving global challenges. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.  

Your business can be growing — and still getting weaker. Revenue rises, but margins thin, cash tightens, and valuation quietly slips without triggering alarms. Many founder-led companies mistake pressure for progress. Sales close. Operations stay busy. Revenue posts. But inefficiency compounds underneath — changing the economics of the business long before it shows up as a visible problem. Growth doesn't fail loudly. It erodes leverage quietly — through operational drag, delayed decisions, and cost structures that harden as volume increases. By the time leaders are forced to react, the correction is far more expensive — in EBITDA, flexibility, and valuation. Doug C. Brown is joined by Bill Bither, a founder who has built and scaled manufacturing technology businesses through multiple growth cycles, to expose where efficiency breaks first — and why ignoring it during growth permanently changes the math of the company. Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott and Eben speak with Kurt Badenhausen, Sportico's valuations expert, about his latest MLS numbers. They break down a critical moment for the league with the World Cup, schedule flip and new leadership all on the horizon. Learn more about your ad choices. Visit megaphone.fm/adchoices

Retention is becoming an increasingly important factor in how software companies are valued, and many founders are not prepared for the level of scrutiny buyers are applying to these metrics. In this episode, managing director Mike Lyon and senior associate Sarabeth Sandweiss explain why retention has become a key valuation driver, how investors evaluate it, where founders often get the math wrong, and how they can help avoid diligence surprises while positioning your company for a stronger outcome.Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advice or a recommendation. It is not intended to address all circumstances that might arise. The views expressed herein may change at any time subsequent to the date of issue. Opinions contained herein should not be interpreted as a guarantee of future results. Outcomes will vary depending on individual circumstances. Any examples used in this material are generic, hypothetical and for illustration purposes only. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.

The Information's Rocket Drew discusses OpenAI hiring the OpenClaw founder and the intensifying race for personal AI agents. We also talk with our e-commerce reporter Ann Gehan about the internal "Code Red" at Pinterest following a major stock plunge and Yahoo CEO Jim Lanzone about the company's new AI search engine ‘Scout' and its potential IPO or sale. Plus, we cover Anduril's $60 billion valuation talks with our finance reporter Cory Weinberg.Articles discussed on this episode: https://www.theinformation.com/articles/openai-advanced-talks-hire-openclaw-founder-others-connected-agent-projecthttps://www.theinformation.com/articles/code-reds-ai-debates-pinterests-two-front-battlehttps://www.theinformation.com/articles/anduril-discusses-new-funding-60-billion-plus-valuationSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Shimon Shkury, President and Founder of Ariel Property Advisors, Victor Sozio, Founding Partner, and Matt Swerdlow, Senior Director in the Capital Services Group, discuss New York City's multifamily market and the findings of Ariel Property Advisors' Multifamily Year In Review New York City 2025.Highlights include:Total dollar volume was relatively unchanged year-over-year, totaling $8.91 billion in 2025 compared to $9.1 billion in 2024.Free market buildings led multifamily sales citywide, accounting for 66% of dollar volume and 48% of transactions. Rent stabilized assets followed in deal frequency (47%) but trailed in value (20%), while affordable housing rounded out the market with 13% of the volume and 6% of transactions.Capital rewarded free-market housing with rising valuations, affordable housing remained active through strong public-private alignment and rent-stabilized assets traded at steep discounts as NOI eroded under policy and cost pressures.The rent-stabilized sector continued to grapple with regulations, rising costs and mortgage maturities at higher rates. Many banks are focusing on free market transactions, office transactions, retail transactions, and assets that aren't regulated.The multifamily market will see increased liquidity in 2026 as Fannie Mae and Freddie Mac will each have $88 billion to lend for a total of $176 billion.

End chaos in your firm—300+ peers use this framework. Free video here: https://www.businessofarchitecture.com/framework For many architects, the idea of stepping away from their firm feels overwhelming. In this conversation with Jeff Krieger, we explore what it really takes to prepare a practice for life beyond the founder. Jeff reveals candid lessons from nearly four decades of leadership, touching on both the practical and the deeply personal sides of transition. You'll hear stories about navigating valuation surprises, handing over control, and the emotional tug of letting go. Rather than a checklist, Jeff shares the lived reality of how to position your firm so it thrives after you. This is about more than numbers—it's about legacy, freedom, and preparing people to carry the vision forward. Listen in and discover: The hidden trap most owners fall into when they think about selling their firm. Why a strong portfolio may not be the golden ticket you believe it is. A critical piece of the transition puzzle that too many overlook until it's too late. To learn more about Jeff, visit his website: https://kriegerarchitects.com/

In this conversation, Cody Johnston shares his journey of starting a business with his father, the challenges he faced during a buyout, and the emotional toll of navigating client relationships and financial struggles. He reflects on the lessons learned from his experiences, including the importance of contracts and the fear of failure that holds him back from pursuing entrepreneurship again. Despite the setbacks, Cody expresses a desire to return to business, driven by a passion for his work and a longing for freedom in his professional life. In this conversation, Kevin and Cody discuss the emotional ties between personal identity and business success, the importance of disconnecting from business-related emotions, and the lessons learned from past business challenges. They explore the dynamics of partnerships, customer relationships, and financial insights that can help in building a successful side hustle. The conversation emphasizes the need for clear goals, operational strategies, and the importance of a solid business plan for future endeavors.00:00 Introduction and Context03:02 Cody's Business Journey Begins05:56 The Buyout Agreement08:41 Challenges in Business Operations11:48 Valuation and Ownership Dynamics14:45 Work Acquisition and Client Relationships17:43 The Custom Home Builder Experience20:21 Contractual Oversights and Consequences22:53 Conflict and Resolution with the Client25:57 Final Reflections and Lessons Learned29:33 Navigating Payment Challenges30:33 Disputes and Their Consequences32:28 The Impact of Disputes on Business34:12 Personal Bankruptcy and Its Aftermath36:21 The Emotional Toll of Business Failures37:56 Legal Complications and Chargebacks39:54 Family Challenges and Business Decisions41:43 Dreams of Entrepreneurship43:33 Reflections on Leadership and Team Dynamics48:48 Overcoming Fear of Failure50:15 Identity and Business: The Emotional Connection56:21 Lessons Learned: Navigating Business Challenges01:02:37 Restarting the Journey: Insights for Future Success01:07:47 Building a New Business: Strategies and Considerations01:19:53 Outsourcing for Efficiency01:26:06 Building a Support Network01:33:29 Taking Action and Setting Goals01:44:08 Defining Your Business VisionTakeawaysCody's journey into business began with a partnership with his father.The buyout agreement was a significant financial burden for Cody.Cody faced challenges with a custom home builder that led to financial losses.The emotional impact of business failure was profound for Cody.Cody learned the importance of having contracts in place.Despite setbacks, Cody still dreams of running his own business.The fear of failure is a major barrier for Cody in pursuing entrepreneurship again.Cody values the freedom to work on his own schedule.He enjoys the challenges of handrail work and structural projects.Cody's experiences highlight the complexities of client relationships in business. We tie our personal identity to our business success.Disconnecting from business emotions is crucial.Not every customer is a good fit for your business.Financial management is key to business sustainability.Building a side hustle requires strategic planning.Defining clear business goals is essential for success.Learning from past mistakes can guide future decisions.Having a supportive partner is important in business.Cash flow management is critical for business health.Outsourcing tasks can save time and increase efficiency.

Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. In this must-listen episode of Ahead in the Count, BIP Wealth's Chief Investment Officer Eric Cramer delivers his highly anticipated 2026 Annual Market Report, breaking down the most important investment trends and opportunities for the year ahead. Hosts Nolan Alexander and the baseball division's Jeremy Hermida explore what last year's market performance means for investors and how to position portfolios for success in an evolving global economy. Discover how international markets performed relative to the S&P 500 in 2025, learn strategic shifts in fixed income investing, and understand how AI is reshaping corporate America. Whether you're a professional athlete managing career earnings or an investor seeking clarity in uncertain times, this episode provides actionable insights for building wealth in 2026.   Key Topics  2025 Market Performance Review  S&P 500 returns: Up 17.5% in 2025 International developed markets: Gained 32% (nearly 2x US performance) Emerging markets: Up 33%+ Tech stock volatility and recovery Cryptocurrency market challenges The Great International Outperformance  Why foreign markets crushed US returns Dollar weakness and currency effects How diversification paid off for BIP Wealth clients Compound returns from foreign equity and currency appreciation AI Revolution: From Hype to Reality  Shift from AI creators to AI users Valuation concerns for Big Tech Corporate America's AI adoption wave Why non-AI companies face unprecedented volatility 2026 Investment Themes & Strategies  Price-earnings ratios: Top 10 tech stocks vs. S&P 490  Global economic power structure transformation Tariff impacts and trade realignments Currency revaluation effects on sovereign debt Municipal Bonds: The New Safe Haven?  Why munis may replace treasuries for taxable accounts State balance sheets vs. federal debt concerns Tax-advantaged investing strategies Private credit opportunities yielding 8%+ Portfolio Construction in Volatile Times  The "Moneyball approach" to asset allocation Building portfolios with 50%+ probability strategies Private market flexibility and liquidity improvements Incremental gains philosophy Political & Economic Uncertainty Ahead  Midterm election implications National debt sustainability concerns Tax policy changes on the horizon Bipartisan cooperation potential To contact the hosts, send an email to jhester@bipwealth.com, kschmidt@bipwealth.com, cmurray@bipwealth.com, or jhermida@bipwealth.com

Are you tipping the dealer, or are you tipping away your survival?In this episode, we channel the Jimmy Buffett mindset ("The Job to be Different") and break down the math of the "Transaction."THE BATTLE PLAN:Casino Wisdom #14: I watched a player fight back from a $6k deficit, only to tip away her break-even. We analyze the leak.The Valuation: A full After Action Report from Seneca Allegany. How a losing session on the felt became a massive ROI date night.Squad Q&A: Tier Credits vs. Actual Comps & getting a spouse on board with the "Play All Day" strategy.LINKS:Join the Squad: casinokombat.com/chipWest Coast Cruise 2026: Email TRG@casinokombat.comThe House owns the math. We own the transaction.

This week on the SDH Week In Review, we bring you three conversations that show how soccer's story is growing in every direction — locally, financially, and globally. First, Kurt Badenhausen of Sportico joins us to break down rising MLS club valuations and why the league's business future is still built market by market, city by city. Then, former Atlanta United homegrown Lagos Kunga reflects on his journey from growing up in Atlanta soccer to starting a new chapter with his club in Portland, Maine and what it means to chase health, form, and belief again. And finally, Kelly Shouldice stops by to discuss the launch and momentum of Canada's Northern Super League, a major step forward for the women's game and the next evolution of the sport's professional landscape. Three interviews, three angles, one week in the world of soccer, right here from the SDH Network.

Today's guest is Jim Reid, Global Head of Macro Research at Deutsche Bank. In today's episode, Jim walks through lessons from his annual report, The Ultimate Guide to Long-Term Investing, which covers over 200 years of market data from 56 countries. He explains why cash is one of the riskiest long-term assets, how inflation quietly destroys wealth, and why valuation is the single most reliable predictor of long-term returns. He also discusses how fiat money has reshaped bonds, gold, and equities since 1971.  To close, Jim reminds us that history consistently rewards investors who buy cheap, diversify globally, and respect long-term market cycles. (0:00) Starts (1:54) Importance of real vs nominal returns (5:36) Historical returns of gold (8:28) Global investment opportunities (18:06) Bond market performance and growth's impact on asset prices (23:11) Potential impact of AI (30:34) Valuation importance (37:03) Index weighting strategies (42:43) Predictors of bond performance and equity return distribution (47:01) Historical periods of high valuations (52:45) Global banking and stock market performance (55:12) Impact of AI on economics ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Visit ⁠⁠⁠Alpha Architect's 351 Education Center⁠⁠⁠ for use cases, tools, FAQs, upcoming launches, and more. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

After years of trading at the steepest discount in the broader market—dead last among all major sectors—the banking industry is finally positioned to narrow that gap, according to KBW CEO Tom Michaud.  In the episode, Michaud said that the best fundamental environment in years, historic levels of excess capital, a once in generational change in the regulatory environment and rebounding M&A activity should support stronger valuations for regional banks in 2026. The executive also shared his takeaways from the annual Acquire or Be Acquire conference and his outlook for bank deal activity. He further discussed why scale matters and the impact of shareholder activism in the banking sector. 

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down the recent software selloff and the broader AI scare trade.Inflation is cooling.Jobs are stable.Earnings are holding up.Yet parts of software are trading as if AI is about to eliminate entire business models.Does that make sense?Chapters:00:00 Welcome + Disclaimer00:40 Software Selloff vs AI Boom02:20 Inflation Cooling: CPI, Break-evens, Rates03:55 Jobs & Wages: Stability vs AI Fears07:00 Zillow: Growth in a Flat Market08:10 Airbnb: Global Growth + AI Tailwinds08:45 The AI Scare Trade11:05 Bonds Calm, Stocks Volatile12:10 If AI Wins: Model Layer + Zoom's Anthropic Upside15:50 What Flips the Narrative: CapEx, Valuations, Retention, Buybacks19:05 Positioning: Earnings Up, Prices Down20:55 Closing: AI Expands Software, Not Shrinks ItWe cover macro signals, earnings from Zillow and Airbnb, headline-driven AI panic across industries, why credit markets look far calmer than equities, and the asymmetric upside in model-layer winners.AI is transformative. But transformation does not automatically mean extinction.When narrative and fundamentals diverge, opportunity can emerge.—Hosted by:Sean Emory — Founder & Chief Investment Officer, Avory & Co.https://www.avory.xyzQuestions: team@avoryco.comPodcast: Around the DeskYouTube: @AvoryCo—Disclaimer:This content is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Opinions expressed are as of the recording date and are subject to change. We may hold positions in companies discussed. Investing involves risk, including loss of principal. Please conduct your own research or consult a licensed financial advisor before making any investment decisions.© 2026 Avory & Co. All rights reserved.

In this episode, Matthew Jarvis and John Poole discuss the current trends in the financial advisory industry, particularly focusing on valuations and liquidity events. They explore the implications of market changes, the importance of preparing practices for potential sales, and the impact of personal health on business valuations. The conversation also addresses concerns about client interests during liquidity events and highlights the significance of due diligence in acquisitions. John shares insights on red flags to watch for in potential buyers and emphasizes the need for advisors to be proactive in understanding their practice's value. Understanding Valuation Trends in Today's Market With John Poole Resources in today's episode: Resources - Matt Jarvis: Website | LinkedIn - John Poole: Website | LinkedIn - Get your practice valuation here - Learn More about our Coaching Programs  

AGENDA: 03:43 Anthropic Predicts $149B in ARR in 2029 09:27 Will FDEs Become More or Less Powerful 26:17 Harvey Raises $200M at an $11BN Valuation 42:45 Is Customer Support a Terrible or Terrific Investment Category 56:14 Anthropic's Superbowl Ad: Who Won and Who Lost 01:11:30 Do CEOs Have to Work Harder Today Than Ever  

In hour two, Dolphins and Heat top the list of the most valuable South Florida sports franchises but Inter Miami jumps one of the “big 4” teams. Plus, recapping the Super Bowl and what the Seahawks victory means for the Dolphins with Oronde Gadsden.