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Real People is a podcast hosted by Jason Dunstone, the founder and managing director of Square Holes. Jason builds on his 25 years of conducting human-centred research, interviewing average and not so average people (rich, poor, old, young, content and vulnerable) to understand what they believe and how they behave. On this podcast, Jason interviews academics, researchers, leading thinkers, and other interesting people. Jason also interviews “actual real people” about their passions, aspirat ...
 
Insights for long-term stock pickers. Make better decisions when faced with the inherent uncertainty of stock picking. Hi! I’m André. Here’s my investing style: Fundamental approach Ten year timeframes or more Very concentrated, with almost 90% of my invested portfolio in a few individual companies Low turnover: a median and average of two individual stock trades per year Circle of competence: consumer brands Geographies: Europe and US
 
The Tech Cat show will give you the vital information that you need to stay ahead of the curve in technology as it relates to consumers and trends in marketing, entertainment and ‘business to consumer’ opportunities. You’ll hear from leading experts in the media and content business as they talk with Lori and share meaningful advice on how to navigate. Every show delivers insights and “nuggets” of information that you can take off line and activate on. Whether it’s a piece of business advice ...
 
MediaJobs.com: Focusing on Making your Job Search Easier by Finding the Great Companies First. Job Seekers will want to listen to our Strategic Insight series with great companies that are either growing fast or ready to take off. MediaJobs.com is a digital news platform that combines the power of news articles with listings for media jobs to bring rich context and strategic insight to job seekers in the media landscape. MediaJobs.com provides source insider information from the hottest medi ...
 
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show series
 
Written Post: http://stockpickinginsights.com/investing-in-timber-vs-buying-pulp-stocks 00:00 Intro 00:12 Summary 3:00 Investing in timber: oligopoly controls the market 4:58 There is also geographical concentration… 6:43 Final remarks 11:45 Action points Summary Portugal is a huge Eucalyptus Globulus producer; Portuguese timber investors depend on…
 
In this episode, Merijn Te Booij returns to provide an insightful update into how Genesys is rethinking WEM now and in the future, and why undertaking digital transformation without considering employee engagement is doomed to fail.Genesys Influencer Relations による
 
Written Post: http://stockpickinginsights.com/altri-production-costs-overview 0:00 Intro 0:17 Summary 3:30 Altri production costs 7:54 Summing it up 9:05 Action points Summary Altri produces mainly BHKP, most of which BEKP; Altri’s operational costs are ~500€/ton; Its operational efficiency gains are getting more and more limited. Action points Is …
 
Written Post: http://stockpickinginsights.com/inditex-shipping-and-returns-analysis 00:00 Intro 00:10 Summary 03:15 Inditex shipping and returns: Europe 07:34 Inditex shipping and returns: United Kingdom (UK) 12:30 Inditex shipping and returns: United States (US) 15:16 To sum it up 18:19 Action points Summary Inditex (Zara) ships the fastest, and i…
 
In this episode, Claire Beatty and Ginger Conlon return to discuss their new and insightful Human Values Study on engaging high-performing contact center agents based on their top personal values.Genesys Influencer Relations による
 
Written Post: http://stockpickinginsights.com/inditex-store-profitability-per-store-per-m² 0:00 Intro 0:14 Summary 1:22 Inditex store profitability on a per store basis 3:31 Inditex store profitability on a per m² basis 5:51 Inditex profitability per concept, per m² 7:37 Action points Summary Inditex has an EBIT/store of 450k€, compared to H&M’s 27…
 
Written Post: http://stockpickinginsights.com/inditex-expansion-of-physical-stores 0:00 Intro 0:14 Summary 4:10 Inditex expansion by physical store count 8:29 Action points Summary Stores play a logistics and advertising role today, being an important chess piece; There’s 94k potential store openings worldwide, with emphasis on China and U.S.; Indi…
 
Written Post: http://stockpickinginsights.com/investing-is-a-zero-sum-selfish-game 0:00 Intro 0:18 Summary 2:15 Passive ownership = zero-sum 4:48 Action points Summary The company you own produces new goods and services, so it isn’t a zero-sum case; Passive ownership is useless to everyone but yourself; Entrepreneurship is a direct contribution to …
 
In this podcast, Gordon Sexton, an Industry designer at Genesys, explains the value that end-to-end journey orchestration brings companies, and how it’s fueled by rich data from Genesys and strategic partners like Adobe.Genesys Influencer Relations による
 
Written Post: http://stockpickinginsights.com/mcdonalds-expansion-potential 00:00 Intro 00:15 Summary 01:59 Mcdonald’s expansion due to volume 03:32 Mcdonald’s expansion sensitivity analysis 10:01 To sum it up Summary The U.S. is the benchmark of restaurants per 100K, with a value of ~4; China is 1/3 to 1/2 of the potential restaurant count upside;…
 
Written Post: http://stockpickinginsights.com/stock-analysis-checklist-updated-version 0:00 Intro 1:20 A few quick notes 3:24 Stock analysis checklist: latest questions Because new analyses were made since then, new questions came in too. This is an update to that checklist, and here’s the updated pdf I promised. Spotify: https://open.spotify.com/s…
 
In this podcast, Scott Nagel interviews Erica Deahl, Senior Manager of Solution Consulting at Genesys. She explains the power that the new Genesys DX solution set brings to companies, and how AI powered support enables them to meet their customers where they are, allowing agents to me more empathetic in their engagement, while improving productivit…
 
Written Post: http://stockpickinginsights.com/shareholder-focused-companies-no-thanks 00:00 Intro 00:12 Summary 02:11 Facebook’s shareholder focused approach 05:47 Alphabet: shareholder focused or not? 12:14 To end… 15:22 Action points Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1 Website: http://stock…
 
Written Post: http://stockpickinginsights.com/bitcoin-disruption-in-financial-services 00:00 Intro 00:13 Summary 02:34 Bitcoin disruption: merchant side 07:07 Credit cards, fraud and privacy 09:04 Bye Paypal, bye Wise, bye Revolut 11:36 Bitcoin disruption via Lightning Network (Strike) 20:03 Competition is good 25:57 Action points Spotify: https://…
 
In this podcast, Tim Keighley, Director of Pricing at Genesys, explains why providing customers control and flexibility is critical to the success of a pricing model, and how Genesys Choice is successfully simplifying pricing for customers.Genesys Influencer Relations による
 
Written Post: http://stockpickinginsights.com/the-impact-of-dividend-in-total-returns 00:00 Intro 01:15 Summary 02:17 Impact of dividend distributions: the good and the bad 07:25 Do you want risk or return? The impact of dividend in your portfolio 10:05 Action points Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_…
 
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