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Jan 3, 2025
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after company.soap & glory, fitflop and beauty pie. on this week's show, we're looking at the importance of the ceo to a company, and you've started a string of companies of your own. in your experience, what is it that a ceo can do for a company that no—one else can? you know, i think it's so important to have a great ceo and to have somebody who can really look at the different streams of work that need to be done, make those organised, prioritised, make sure that the different teams in the company are working together harmoniously and ensuring that time is not wasted, money is not wasted and energy is not wasted on things that are not going to move the dial for the company, while ensuring that there is a great, enterprising and inspiring corporate culture throughout. marcia, when you're running a company responsible for the livelihoods of hundreds or thousands of people, but also have to think about other things like shareholders, climate change and products — to name a few — what weighs most hea
after company.soap & glory, fitflop and beauty pie. on this week's show, we're looking at the importance of the ceo to a company, and you've started a string of companies of your own. in your experience, what is it that a ceo can do for a company that no—one else can? you know, i think it's so important to have a great ceo and to have somebody who can really look at the different streams of work that need to be done, make those organised, prioritised, make sure that the different teams in...
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Jan 12, 2025
01/25
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and that power manifests itself in social media companies, in cybersecurity companies and, in ai companies. so it's, it's not unique to ai or unique to other applications of technology. what i'm describing. so it's more of a problem of an ecosystem of companies, some big ones some small ones, some visible, invisible, some in our own country on the other side of the world, where i think the lack of access to information in the lack of independent processes of oversight and accountability are the challenge and the whole ai wave is basically the next iteration of the tech cool, but it's not unique to a.i. so i've i've woven in some i examples would have probably also before judge made the world aware of generative ai but haven't changed the book dramatically. i just see it as the sort of last frontier of the tech right and tie it to the very real energy consumption problem. and i was wondering if you could say a little bit about some proposals around that. it seems like we are just at the cusp of a huge acceleration in consumption and we see nuclear reactors coming into play here in the us, l
and that power manifests itself in social media companies, in cybersecurity companies and, in ai companies. so it's, it's not unique to ai or unique to other applications of technology. what i'm describing. so it's more of a problem of an ecosystem of companies, some big ones some small ones, some visible, invisible, some in our own country on the other side of the world, where i think the lack of access to information in the lack of independent processes of oversight and accountability are the...
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the french came with the company, they, tanya ends with the companies, the things with the company, this swings with the company, the spaniards, the portuguese, and the whole idea, what to take off with con resources and indeed by lean was about to divide things 3030. you go and get you a board and a gun, a you go and get you a union in charge. you go and get you a call. you go and get you a dial me on africa was the us. but the issue on this petitioning led to the margins over major conglomerates, which i've been putting a system upon the continent of africa. and one of the most notorious, and i'm using the word notorious very deliberately, has been ws, does, which has its origin, in oper, tied to south africa, is a company that was present in that, that is that he's particularly because of damages on. we know the b as was involved in mining, particularly in countries such as books on, on countries such as not media on south africa. and one of the most important thing of the notes about the b as before, we talk about on those use, the b plus suite, the african countries to and in some o
the french came with the company, they, tanya ends with the companies, the things with the company, this swings with the company, the spaniards, the portuguese, and the whole idea, what to take off with con resources and indeed by lean was about to divide things 3030. you go and get you a board and a gun, a you go and get you a union in charge. you go and get you a call. you go and get you a dial me on africa was the us. but the issue on this petitioning led to the margins over major...
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Jan 5, 2025
01/25
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after company after company. run company after company after com an . �* , , company.ny thing, i still don't - company. here's the funny thing, i still don't know- thing, i still don't know really, truly, that i'm a successful entrepreneur. part of being wired as an entrepreneur is you never actually believe it, using a full part tomorrow, you think everything isjust going full part tomorrow, you think everything is just going to explode if you do once more make one small misstep. so i am really down right in the details, most likely to my own detriment, just because i really want everything to work and i always believe that it's too good to be true. one of your companies is the footwear brand fitflop, and i know you're not the ceo yourself, but this year, the brand has been launching a refresh of its line—up and a global expansion. when you're leading a company, how do you know it's time to take major steps like that? with any brand, in fact, every few years you do need to have a refresh. so you need to look back at what made you successful in the first place, and the
after company after company. run company after company after com an . �* , , company.ny thing, i still don't - company. here's the funny thing, i still don't know- thing, i still don't know really, truly, that i'm a successful entrepreneur. part of being wired as an entrepreneur is you never actually believe it, using a full part tomorrow, you think everything isjust going full part tomorrow, you think everything is just going to explode if you do once more make one small misstep. so i am...
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Jan 14, 2025
01/25
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question mark sarah -- company?arah: they have and evaluating options for tiktok should the ban go through which it looks like based on the supreme court arguments. it is likely that we will see the law be enacted. elon musk's appeal -- musk appeals to the chinese government. he has a long-standing relationship with that country. the thing i want to give pause on, the whole point of this entire exercise of trying to disentangle tiktok from its ownership was to reduce the links to china. with the u.s. government go with a solution that involved somebody that is expected to be friendly with china? maybe it won't matter because of elon musk's ties to donald trump, which the chinese government sees as a positive. he has been at trump's side. he gave more than $250 million in support of his campaign. we are trying to get -- they are trying to get this app out of connection to the chinese government and the chinese government has a say in how that happens because of the tiktok algorithm. it is getting very complicated ver
question mark sarah -- company?arah: they have and evaluating options for tiktok should the ban go through which it looks like based on the supreme court arguments. it is likely that we will see the law be enacted. elon musk's appeal -- musk appeals to the chinese government. he has a long-standing relationship with that country. the thing i want to give pause on, the whole point of this entire exercise of trying to disentangle tiktok from its ownership was to reduce the links to china. with...
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the companies looking for resources, as the friend came with the company, the don units with the companies, the things with the company, this swings with the company, the spaniards and the portuguese. and the whole idea of what to take off with con resources. and indeed, by lean was about divide things. 33, you go and get you a board in a gun or you go and get you a union. i'm in charge. you go and get you a call. you go on, get to a dime on africa was the us. but the issue on this petitioning led to the margins over major conglomerates, which i've been putting a system upon the continent of africa. and one of the most notorious, and i'm using the wagner towed yes. very deliberately has been w, w guys which has its origin in opposite side. the south africa is a company that was present in the 30 studies, particularly because of damage. and we know the b as was involved in mining, particularly in countries such as puts on on countries such as need be on sauls, africa. and one of the most important things to note about the b a default we talk about on the, is the big bus suite, the african c
the companies looking for resources, as the friend came with the company, the don units with the companies, the things with the company, this swings with the company, the spaniards and the portuguese. and the whole idea of what to take off with con resources. and indeed, by lean was about divide things. 33, you go and get you a board in a gun or you go and get you a union. i'm in charge. you go and get you a call. you go on, get to a dime on africa was the us. but the issue on this petitioning...
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Jan 26, 2025
01/25
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they're supposed to invest passively in a group of companies and let the ceos of those companies run them. they solicit money from investors and put that put those monies into what are called index funds, which are groups of companies that share common characteristics. for example, you probably all heard of the s&p 500, that is an index that consists of 500 of the largest companies in the united states. the big three each offer products based on the s&p 500 index. the idea is that with the 500 largest u.s. corporate ations, you probably have pretty good ceo those. you probably have pretty good products. you probably have a pretty good business plans. so you invest in the group, that group of companies. rather than trying to cherry pick individual companies that you hope will be successful that cherry picking is called active investing. active investing is very expensive. it's an expensive to invest because you have to analyze each company of the company individually and track its progress. so you know, whether to buy or sell a particular stock. the costs of doing that research are hi
they're supposed to invest passively in a group of companies and let the ceos of those companies run them. they solicit money from investors and put that put those monies into what are called index funds, which are groups of companies that share common characteristics. for example, you probably all heard of the s&p 500, that is an index that consists of 500 of the largest companies in the united states. the big three each offer products based on the s&p 500 index. the idea is that with...
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Jan 22, 2025
01/25
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if it were company by company, i would understand. competitive arms race. when they're all working together, what's the goal? >> who are you going to sell the processing power to. that's where what companies want the fastest processing. whether it's themselves or competitors or large industry. >> just one second. steve, i want to go back to you quickly. we know that this is not all entirely new, but you heard satya nadella say i'm good for my 80 billion. i think, we're going to editorialize, i think why these stocks, more are moving, is because when you have the president of the united states full faith and credit in the united states treasury saying we're all in, you don't have to worry about the capital because it's not about the 80 billion. it's about the taxpayer backing this. at least theoretically. >> so much of this investment already planned. again, not a surprise that they were going to spend tens of billions of dollars. >> microsoft sort of openai super computer, let's build it in texas, that was already planned. for softbank to be involved. >> th
if it were company by company, i would understand. competitive arms race. when they're all working together, what's the goal? >> who are you going to sell the processing power to. that's where what companies want the fastest processing. whether it's themselves or competitors or large industry. >> just one second. steve, i want to go back to you quickly. we know that this is not all entirely new, but you heard satya nadella say i'm good for my 80 billion. i think, we're going to...
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company. of the statement he put out in this morning announcing that he's rejecting the deal. he says, this acquisition would place one of america's largest steel producers under foreign control and create risk for our national security and our critical supply chains. even though, as you noted, japan is a close ally of the united states and nippon steel offered to allow the u.s. government the ability to veto any reductions to the company's steel production, biden has chosen to reject this $15 billion takeover to. the steel workers' union commends biden's decision, but a lot of its members, the workers themselves, wanted the deal to go through because they believed it would have protected their jobs. in a joint statement, the two companies are calling this decision politically motivated. they say blocking this transaction means denying billions of committed investment to extend the life of u.s. steel's aging facilities and putting thousands of good paying, family-sustaining, union jobs at risk
company. of the statement he put out in this morning announcing that he's rejecting the deal. he says, this acquisition would place one of america's largest steel producers under foreign control and create risk for our national security and our critical supply chains. even though, as you noted, japan is a close ally of the united states and nippon steel offered to allow the u.s. government the ability to veto any reductions to the company's steel production, biden has chosen to reject this $15...
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Jan 17, 2025
01/25
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that is a company that has ties to bytedance, the chinese owned company that owns tiktok. so again, like whether or not you see tiktok perhaps go away at some point, you know, be it six months from now or a year from now, does bytedance just start up another company and then use a shell game with a domicile in some other jurisdiction to get around that? >> like you cut off the head of the snake and then two new ones go back. but but brian is the us media social media environment not competitive when it comes to this sort of thing? i mean, is there a reason why it's more chinese companies and apps or chinese owned businesses that are seemingly pulling users from tiktok to the other platforms versus pulling them to an american owned company? >> as i mean, it's the algorithm, right? the algorithm is what kept people going to tiktok. not that it was chinese. the algorithm was super powered, and i think that people that preferred to build a brand off of themselves or whatever they were creating online on tiktok versus let's say, instagram versus a snapchat, is because of the al
that is a company that has ties to bytedance, the chinese owned company that owns tiktok. so again, like whether or not you see tiktok perhaps go away at some point, you know, be it six months from now or a year from now, does bytedance just start up another company and then use a shell game with a domicile in some other jurisdiction to get around that? >> like you cut off the head of the snake and then two new ones go back. but but brian is the us media social media environment not...
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Jan 6, 2025
01/25
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no applications in health care, companies -- new applications in health care, companies that provideew ways to monitor health, new medical devices that will bring smarter analytics. and industrials, whether it is the infrastructure bill or software to oversee cultural development, that sort of thing. there are a lot of opportunities sprayed we do like the big names, microsoft, amazon. online retail is still gaining share. there is still a lot of opportunities in the tech space for continued growth this year. caroline: joanne feeney, brilliant to have your take on the trends and individual companies. we will be talking trump's tariff position. the president-elect denying reports of potentially paring back his tariff plans. we return to another key leader who today resigned his position as liberal party leader. justin trudeau. the canadian parliament will be suspended until march 24. this is "bloomberg technology." >> you spoke about the liberal party as an institution and the internal battles right now. i am wondering if you feel another leader will have more success than you will. ♪
no applications in health care, companies -- new applications in health care, companies that provideew ways to monitor health, new medical devices that will bring smarter analytics. and industrials, whether it is the infrastructure bill or software to oversee cultural development, that sort of thing. there are a lot of opportunities sprayed we do like the big names, microsoft, amazon. online retail is still gaining share. there is still a lot of opportunities in the tech space for continued...
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Jan 19, 2025
01/25
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company as we are a danish company.ate headquarter is based in denmark for the foreseeable future. francine: you think of denmark, and really, now, you think of novo, because of the size of revenues, which is, i think, bigger than gdp. is that uncomfortable? lars: i think maybe the perspective should be corrected a bit, because there is this comparison about our market cap with the danish gdp. and we all know that gdp is an economic flow matrix for the flow on a yearly basis, and the market cap is the total value of the company. i'm sure if we compare the market cap of novo nordisk with the market cap of everything that's in denmark, we would be tiny. but, of course, there's also the point that, with our expansions, our more than 30,000 employees in denmark, huge capex investment, we are fueling the gdp growth. and, and you know, we take that quite seriously. so, the jobs we create i don't think will disappear again. and, now we talk about expanding in the u.s. it does not come in the shape or form of moving activities
company as we are a danish company.ate headquarter is based in denmark for the foreseeable future. francine: you think of denmark, and really, now, you think of novo, because of the size of revenues, which is, i think, bigger than gdp. is that uncomfortable? lars: i think maybe the perspective should be corrected a bit, because there is this comparison about our market cap with the danish gdp. and we all know that gdp is an economic flow matrix for the flow on a yearly basis, and the market cap...
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Jan 16, 2025
01/25
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company as -- company. the corporate headquarters is based for the foreseeable future.rancine: you think of denmark and then you think of novo because of the size of revenues, which is bigger. is that uncomfortable? lars: i think may be their perspective should be corrected a bit because there is comparison about the market cap with the danish gdp. we are know if gdp is an economic flow metrics for the flow and the market cap is the total value of the company. i'm sure if we compared the market cap of novo nordisk with everything in denmark, we would be tiny. but there is also the point of will our expansions, our more than 30,000 in denmark huge capex investment, we are fueling the gdp growth and you know we take that quite seriously. so the jobs that we create, i don't think will disappear again and now we talk about expanding in the u.s. it doesn't come from moving. it's growth in the u.s. we would be careful and respectful in how we grow. so, we could do that in a sustainable way. francine: that's also increasing supply within the factories. lars: we have made huge
company as -- company. the corporate headquarters is based for the foreseeable future.rancine: you think of denmark and then you think of novo because of the size of revenues, which is bigger. is that uncomfortable? lars: i think may be their perspective should be corrected a bit because there is comparison about the market cap with the danish gdp. we are know if gdp is an economic flow metrics for the flow and the market cap is the total value of the company. i'm sure if we compared the market...
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the company is looking for resources, the french came with the company, they tanya and with the companies, the things with the company, this swings with the company, the spaniards and the portuguese. and the whole idea of what to take off work on resources. and indeed by lean was about to divide things 3030. you go and get you on board and the gun a, you go and get you a union in charge. you go and get you a call. you go and get you a dial on africa was the us but issue. and this partitioning led to the margins of my just calling room rates, which i've been putting a system upon the continent of africa. and one of the most notorious, and i'm using the wide notorious very deliberately, has been w w guys, which has its origin in oper, tied to south africa, is the company that was present in that, that is that he's particularly because of damages on. we know that the b as was involved in mining, particularly in countries such as puts on on countries such as need be on south africa, on one of the most important thing of the notes about the bill before we talk about on those use the b plus swe
the company is looking for resources, the french came with the company, they tanya and with the companies, the things with the company, this swings with the company, the spaniards and the portuguese. and the whole idea of what to take off work on resources. and indeed by lean was about to divide things 3030. you go and get you on board and the gun a, you go and get you a union in charge. you go and get you a call. you go and get you a dial on africa was the us but issue. and this partitioning...
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Jan 21, 2025
01/25
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this company loses a lot of money. money. let's go to conner in pennsylvania please. connor. >> hey jim. >> kyle, what's up. >> hey i'm a young investor and i've been watching your show for about a year now and i want to thank you for your 2025 dividend stocks they're off to a great start. >> thank you. >> my question is, that i spent most of my last year buying cleveland patient that it would go up based on the election. it did go up a bit in november but it's been very flat since. do you think i should sell. >> a lot of the commodities i think can bottom here. this stock has gone down down down down. i do not at this level. that's the conclusion of the lightning round. >> the lightning round is >> the lightning round is sponsored by charles schwab. client: yes, and let them manage some investments for me too. let's move on, shall we? no can do. client: i'll get out here. where you go? schwab. schwab! schwab. a modern approach to wealth management. ehh... hmm. oh, that's very, uh... - right? - mmm... this store doesn'
this company loses a lot of money. money. let's go to conner in pennsylvania please. connor. >> hey jim. >> kyle, what's up. >> hey i'm a young investor and i've been watching your show for about a year now and i want to thank you for your 2025 dividend stocks they're off to a great start. >> thank you. >> my question is, that i spent most of my last year buying cleveland patient that it would go up based on the election. it did go up a bit in november but it's...
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Jan 27, 2025
01/25
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but the ten companies together. and this is all in figures nine of 22 black rock was at 9.5 trillion. vanguard at 8.1. ubs in switzerland at 4.3. but bellamy management at 4.5. state street four. morgan stanley at 3.3. jpmorgan chase. they still, you know, almost $3 trillion that they were managing amundi and france at 5 trillion. allianz and allianz owns pimco, which pimco is a u.s. investment company, but they totally bought out by allianz. and at 4.8 trillion, then capital 2.7 capital group privately held at there. kind of an interesting outlier in of a lot of the elite factions there's on the chart it shows that the um um. was $49 trillion in 22 or 26 trillion of the from these companies. so that's nearly double and and in three i looked up just recently blackrock now at 10.4 and vanguard's at 9.3 so there's an extra trillion you plus right there. so we know growing and expanding quite rapidly. and the global. 0.505% represents 40 million people. this includes. 6 million millionaires, usually multiples millionai
but the ten companies together. and this is all in figures nine of 22 black rock was at 9.5 trillion. vanguard at 8.1. ubs in switzerland at 4.3. but bellamy management at 4.5. state street four. morgan stanley at 3.3. jpmorgan chase. they still, you know, almost $3 trillion that they were managing amundi and france at 5 trillion. allianz and allianz owns pimco, which pimco is a u.s. investment company, but they totally bought out by allianz. and at 4.8 trillion, then capital 2.7 capital group...
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Jan 8, 2025
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it will benefit numerous companies. it can spawn froth speculators seize on businesses that could do better than the accelerated computing and artificial intelligence that are the hallmarks of nvidia and that i love so much the worst and i mean -- i'm talk about the worst, the most dangerous, least popular, most hyped, quantum computing stocks. wizardry mixed in with alchemy that represent the worst of all worlds yesterday, an unlikely source flattened the froth. yesterday, wong told us about the truth about this group i want you to listen >> we are ably somewhere between -- order of -- five orders or six of magnitude away. if you said 15 years for very useful quantum computers, that would -- that would be on the early side if you said 30 is on the late side if you picked 20, i think a bunch of us would believe it what we are interested in is, we want to help the industry get there as fast as possible and to create the computer of the future we will be a significant part of it >> 20 years? holy cow the quantum computing
it will benefit numerous companies. it can spawn froth speculators seize on businesses that could do better than the accelerated computing and artificial intelligence that are the hallmarks of nvidia and that i love so much the worst and i mean -- i'm talk about the worst, the most dangerous, least popular, most hyped, quantum computing stocks. wizardry mixed in with alchemy that represent the worst of all worlds yesterday, an unlikely source flattened the froth. yesterday, wong told us about...
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Jan 7, 2025
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visionaries that brought a company from zero to a billion, but not necessarily the best public companyhereas the private equity sponsored companies have been built for the public market. >> you kind of mentioned very quickly -- and the point i was trying to make was our own company being spun off, it was more serious, which is if everyone just wants to buy the mag seven and the qqq or whatever it is, and there's no appetite for anything else, it won't matter how good the companies are. it's how the stock performs, right? >> well, today as you mentioned, mag seven is down. and if that's a trend that continues, it would bode well for ipos, stocks that people aren't investing in the mag seven as much. >> i think the counter would be, if you're a professional money manager and it's your job to beat the indexes, and mag seven comprises such a large portion, then you have to find other ideas to show the outperformance at the end of the year. >> guys, thanks. leslie, thanks. ken sticks around for the hour, as mentioned. >>> on deck, why trump's tariffs could add more volatility to one of the
visionaries that brought a company from zero to a billion, but not necessarily the best public companyhereas the private equity sponsored companies have been built for the public market. >> you kind of mentioned very quickly -- and the point i was trying to make was our own company being spun off, it was more serious, which is if everyone just wants to buy the mag seven and the qqq or whatever it is, and there's no appetite for anything else, it won't matter how good the companies are....
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Jan 24, 2025
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>> it's a very good company. matter of fact, it's come up so much. it's up 28% for the year, so i cannot sanction buying it. given the fact that there's an incredibly high price earnings. multiple. let's go to ann in indiana. ann. >> hey. >> jim, i just. >> renewed my. club membership. so thank. >> you, thank. >> you, thank you. >> of course. >> so students, we. >> should be concerned about abbott new lingo because. >> i was reading. >> about these smart rings. so would abbott still. >> be a buy. >> hold or sell. >> or could they? >> abbott you know, abbott was, along with intuitive surgical, one of the stars of the j. of the j.p. morgan healthcare conference last week. i'm glad i went out there. regina gold and i went and really kicked the tires on abbott. and we love what we saw. robert ford is doing a remarkable job in the stock is up in a straight line at 125. i can't recommend anything on a straight line if it pulls back a couple of bucks, though, it's good because this should be one of the great pharma stor
>> it's a very good company. matter of fact, it's come up so much. it's up 28% for the year, so i cannot sanction buying it. given the fact that there's an incredibly high price earnings. multiple. let's go to ann in indiana. ann. >> hey. >> jim, i just. >> renewed my. club membership. so thank. >> you, thank. >> you, thank you. >> of course. >> so students, we. >> should be concerned about abbott new lingo because. >> i was reading....
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Jan 13, 2025
01/25
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we had 25 companies that are early- stage companies.rically, we have acquired one third of those companies from our venture portfolio to drive beyond what we do with interventional r&d. we have eight divisions with the largest endoscopy company in the world and we just acquired a company to treat overactive bladder. we have an large neuromodulation and there are eight divisions. most all of them going well above their peer group . >> what should be we be watching next? talk about some of these others. people feel that right now you are watchman and not much else . >> there is procedure to do both at the same time . >> how many doctors know how to do that . >> almost all electrophysiologist and interventional cardiologists are doing that. we have a drug for the coronaries. and another called intravascular ultrasound . >> talk about that. i thought it was really exciting and it's pretty invasive without that . >> we have the widest portfolio to treat coronary artery every disease, the plumbing of the heart. this will break up calcium to p
we had 25 companies that are early- stage companies.rically, we have acquired one third of those companies from our venture portfolio to drive beyond what we do with interventional r&d. we have eight divisions with the largest endoscopy company in the world and we just acquired a company to treat overactive bladder. we have an large neuromodulation and there are eight divisions. most all of them going well above their peer group . >> what should be we be watching next? talk about some...
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Jan 16, 2025
01/25
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i didn't have experience running that company. i'd absently no business running this company. people made the exact some criticism. what the hell does palmer know about the military? he is not qualified. the leap from where people say his credentials are is a much smaller leap than the best leaps i've seen people make in my career. i'm never going to be the guy to say, "oh, i don't think he's qualified." he's way more qualified than i've ever been to do any job i've ever done. god bless him. i think he is a great pick. i read his book "the war on warriors," so i was familiar with him, although not his name being in the arena. i think he is what is been bird as -- he is going to kick ass. ed: that's talk about president elected trump. you think changes needed in the military-industrial complex what changes are needed to allow for arsenal want to be a success? palmer: i think it's going to be a success, the amount of change we have already had in the system will allow that. i don't think we need radical changes in the system for anduril to do well. but for our country to do well
i didn't have experience running that company. i'd absently no business running this company. people made the exact some criticism. what the hell does palmer know about the military? he is not qualified. the leap from where people say his credentials are is a much smaller leap than the best leaps i've seen people make in my career. i'm never going to be the guy to say, "oh, i don't think he's qualified." he's way more qualified than i've ever been to do any job i've ever done. god...
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Jan 27, 2025
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so, julian, i've always admired your company because you are the dominant company. 50 states.'re doing incredible work. everybody knows that when we think of roofing in our business, we always think of beacon. so how is business? >> so jim, you know it's been a terrific run for us. i mean. this this company is in in great shape. >> we've we've. >> transformed the. >> business over the last several. >> years since. >> you came in. >> frankly. >> since i. >> joined the company. >> yeah, we the. >> stock has performed. >> you know. we've done that transformation. >> the stock has performed. >> we're up. >> 300% since. >> i joined. >> the company. that's about. >> four and a half, $5 billion. >> of value created over that. >> period of time. >> so incredibly. >> proud of that. and we. >> navigated the pandemic. >> we focused. >> the. >> portfolio on our core business. we brought. >> in. >> some great talent, and we. >> launched. >> our ambition 2025. >> plan, which was to grow top line. >> grow bottom line. and we've. >> been continuing. >> to do that. >> and that's been an enviro
so, julian, i've always admired your company because you are the dominant company. 50 states.'re doing incredible work. everybody knows that when we think of roofing in our business, we always think of beacon. so how is business? >> so jim, you know it's been a terrific run for us. i mean. this this company is in in great shape. >> we've we've. >> transformed the. >> business over the last several. >> years since. >> you came in. >> frankly. >>...
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Jan 16, 2025
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a larger company that is better resourced, able to use the intellectual property of a smaller company who has less resources, may not be able to find the infringement, may not be able to sustain litigation to stop the infringement. that seems rather more predatory than efficient. >> you use the example of someone being a squatter in your home. i think that's accessible to people, the idea that your home is your property and someone manages to get into a room of your house and just live there. until you're able to physically evict them, which would be the equivalent of injunctive relief rather than paying you the rent that they decide they'd like to years later, which would be a predatory infringement. why do you think that intellectual property rights aren't treated or viewed the same as physical property rights? >> thank you, yeah, so i believe particularly with homes there's a level of personhood and so we're much more attached to our homes. maybe you'd be less concerned if they lived out in the corner of your yard. but for some inventors, especially small inventors, small companies
a larger company that is better resourced, able to use the intellectual property of a smaller company who has less resources, may not be able to find the infringement, may not be able to sustain litigation to stop the infringement. that seems rather more predatory than efficient. >> you use the example of someone being a squatter in your home. i think that's accessible to people, the idea that your home is your property and someone manages to get into a room of your house and just live...
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Jan 11, 2025
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companies in the world. i sat down with their c.e.o. to talk about this anti-obesity phenomenon and how it's changing -- transforming america. let's talk about the phenomenon that's changed the world to some extent, which is the anti-obesity drug. now make sure everybody is on the same page, what is the name of your anti-obesity drug. dave: so the name is zepbound. the active ingredient is tirzapetide. david: who comes up with these names? >> not me, david. we can't have names too close to each other because of mistakes, -- because doctors make prescribing errors. we can't have drugs that say what they do, and can't have drugs that are only good in english. so we end up with strange names. david: was that the intention when the drug was developed? rick we launched the first gp-1 : medication in the world in 2005. it was a twice daily injection for people with diabetes. that was the effort. on the cover of our next report is a woman using the drug. she said my diabetes is under control and i'm losing some wei
companies in the world. i sat down with their c.e.o. to talk about this anti-obesity phenomenon and how it's changing -- transforming america. let's talk about the phenomenon that's changed the world to some extent, which is the anti-obesity drug. now make sure everybody is on the same page, what is the name of your anti-obesity drug. dave: so the name is zepbound. the active ingredient is tirzapetide. david: who comes up with these names? >> not me, david. we can't have names too close...
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Jan 13, 2025
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then he was able to then get on to h-1b once he started his company and the company then sponsored him for the visa. that this process he went through and many other founders of companies, look at 55% of the billion-dollar started in the united states were founded by immigrants. if you look at artificial intelligence companies, 65% of those companies were started by founders, and when he's talking about critical positions, ceos, ct owes, chief technology officers. these positions overwhelmingly filled by immigrants, , skilled immigrant workers. 80% of these billion-dollar startups had at least one immigrant in one of these positions within the company. extremely important to the growth of these types of companies in the united states. >> host: why are some republicans oppose to this program? >> guest: really it's because of the messaging that they see from the america first maga movement in the united states. well, we have to put u.s. workers first and the only policy should be that americans do all of the jobs in the economy and that any job that goes to a foreign worker then takes aw
then he was able to then get on to h-1b once he started his company and the company then sponsored him for the visa. that this process he went through and many other founders of companies, look at 55% of the billion-dollar started in the united states were founded by immigrants. if you look at artificial intelligence companies, 65% of those companies were started by founders, and when he's talking about critical positions, ceos, ct owes, chief technology officers. these positions overwhelmingly...
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Jan 23, 2025
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on some picture that some company took of their roof. but to do more mandates now when insurance companies are saying we have one foot out the door was to risky for public policy makers is it is a tricky dynamic for lawmakers. do we put new restrictions on insurance companies knowing that they might be able to say fine, we are going to go to another state with is -- what is happening in florida. you see names there you have never heard of. we are trying to hold the market together in california so we have this balancing act. the moratoriums are great. insurance companies don't like them. they are really important. but every time a ladies and gentlemen -- legislature talks about forcing an insurance company to take customers they would reject they hit a wall because they are afraid the insurance company will sigh bye, we are going somewhere else. so it is -- i don't want to say there is no solution. the solution is reasonable restrictions. so we are advancing a legislative proposal that would require insure ebbers to be more transparent a
on some picture that some company took of their roof. but to do more mandates now when insurance companies are saying we have one foot out the door was to risky for public policy makers is it is a tricky dynamic for lawmakers. do we put new restrictions on insurance companies knowing that they might be able to say fine, we are going to go to another state with is -- what is happening in florida. you see names there you have never heard of. we are trying to hold the market together in california...
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Jan 8, 2025
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shaping up to be quite _ insurance company. shaping up to be quite the _ insurance company.e the year ahead. - insurance company. shaping up to be quite the year ahead. do| to be quite the year ahead. do keep it here on bbc news. hey, it's lucy with the catch—up. tonight allegations against mcdonald's, meta makes changes and a well earned retirement. first night of 14—year—old boy has been stabbed to death on a bus in southeast london. he was killed this afternoon. no arrests have been made. that story is on the bbc news website. mcdonald's workers have said they are still facing harassment and sexual abuse. ago the boss promise to clean ahead at the company. to work in mcdonald's. he said he quit because of a toxic work environment.— because of a toxic work environment. for me it was bein: environment. for me it was being bullied _ environment. for me it was being bullied for _ environment. for me it was being bullied for having - environment. for me it was being bullied for having a i being bullied for having a learning disability, having a statement is with mine. the boss
shaping up to be quite _ insurance company. shaping up to be quite the _ insurance company.e the year ahead. - insurance company. shaping up to be quite the year ahead. do| to be quite the year ahead. do keep it here on bbc news. hey, it's lucy with the catch—up. tonight allegations against mcdonald's, meta makes changes and a well earned retirement. first night of 14—year—old boy has been stabbed to death on a bus in southeast london. he was killed this afternoon. no arrests have been...
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Jan 15, 2025
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if you are a ceo of a tech company or any company you would rather start of the second donald trump termve relationship.— trump term with a positive relationship. there are many stories he — relationship. there are many stories he will— relationship. there are many stories he will have - relationship. there are many stories he will have to - relationship. there are many stories he will have to take l relationship. there are many stories he will have to take a stance on, what are his views on text or even the potential breakup of google? fine on text or even the potential breakup of google?- on text or even the potential breakup of google? one of the thins breakup of google? one of the things you _ breakup of google? one of the things you see _ breakup of google? one of the things you see with _ breakup of google? one of the things you see with trump - breakup of google? one of the l things you see with trump when he talks about tech it is usually through the lens of is this service nice to me? i think it's a mistake to interpret ideology when it might be ego. when he has talked about he w
if you are a ceo of a tech company or any company you would rather start of the second donald trump termve relationship.— trump term with a positive relationship. there are many stories he — relationship. there are many stories he will— relationship. there are many stories he will have - relationship. there are many stories he will have to - relationship. there are many stories he will have to take l relationship. there are many stories he will have to take a stance on, what are his views...
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Jan 23, 2025
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so we think that this company is overvalued.or transparency. they levered up the balance sheet to buy this underperforming asset in texas. and so we just think the valuation doesn't make sense. it's the highest valued company relative to its peers. so we would expect it to underperform. >> have you spoken with management. and do you typically engage with the company while you're working on these reports? >> no. all of our research is based on public information. so we review all the transcripts that are put out there, all the sec filings. we do, the freedom of information request, we talk to people in the industry. so, you know, we think we have a good understanding of the business. the company's response is pretty much boilerplate to what we get, that we misunderstand it. you know, we'll let the market decide. and so far, the market seems to be agreeing with us. >> finally, let me turn back to something else that the founder of hindenburg said when he was shutting shutting up shop and he said he might pivot to an open source mo
so we think that this company is overvalued.or transparency. they levered up the balance sheet to buy this underperforming asset in texas. and so we just think the valuation doesn't make sense. it's the highest valued company relative to its peers. so we would expect it to underperform. >> have you spoken with management. and do you typically engage with the company while you're working on these reports? >> no. all of our research is based on public information. so we review all the...
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Jan 3, 2025
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little tech companies benefit when big tech companies are able to acquire them.any company startups want the ability to vehicle -- to be acquired as an exit path. this will be a real test for the trump administration. little tech, do they or do they not want big tech to be free to acquire companies again? that will be attention within the antitrust enforcement. tim: quickly, adam, what have been your conversations with members of the incoming administration so far? adam: it's been interesting, i think they have people that really want to get it right on things like ai, crypto, people like david sachs, they are talking to people in the administration and frankly i think there's a lot of optimism that on things like crypto the trump folks will reverse the hostility that the biden administration brought to the industry. there's a lot of optimism that the artificial intelligence executive order will be overturned with a mode of -- let's beat china and other countries on technology. but a lot of debates are up for grabs, like visas and elements of the republican coali
little tech companies benefit when big tech companies are able to acquire them.any company startups want the ability to vehicle -- to be acquired as an exit path. this will be a real test for the trump administration. little tech, do they or do they not want big tech to be free to acquire companies again? that will be attention within the antitrust enforcement. tim: quickly, adam, what have been your conversations with members of the incoming administration so far? adam: it's been interesting,...
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Jan 6, 2025
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tesla's no longer a vehicle company. it's a tech company.th political connections and could become the self-driving car company. this is what i think, federal highway, that's the place where we can self-drive. i think palantir and tesla are going higher, but this is the kind of move you can only take advantage of if you can put it into strength. if you can't manage your portfolio like a hedge found, don't think about it. while we respect their ability to go much higher. i like to say there's always a bull market somewhere. i'm jim cramer. see you tomorrow! they'll investy or fight each other for a deal.y this is "shark tank." ♪♪ with a product inspired by his daughter. ♪♪♪ my name is travis perry. i'm from dothan, alabama, and i have invented a product that allows you to play the guitar instantly. put that finger there, okay. now strum the bottom four.
tesla's no longer a vehicle company. it's a tech company.th political connections and could become the self-driving car company. this is what i think, federal highway, that's the place where we can self-drive. i think palantir and tesla are going higher, but this is the kind of move you can only take advantage of if you can put it into strength. if you can't manage your portfolio like a hedge found, don't think about it. while we respect their ability to go much higher. i like to say there's...
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Jan 27, 2025
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and another way is when you look at these companies, the big tech companies that have had high valuationsason they have high valuations is that further out, there's more aggressive earnings growth. so if you look at the five-year earnings number of every company in the u.s. stock market, you would see that its valuation based on that forward earnings is the long-term average of 18 times. that's not reflecting all of the expectations that are in these stocks. but the flip side of that is when you have these high expectations, you're segment them up for let's say disappointment because a lot of these companies are not going to make them. something is going to come along and knock some of them off and in this case, it's deepseek. but it was probably going to be something. scarlet: it was probably going to be something. and dave, earning season is upon us. we're going to hear from a lot of the mag-7 names and there are estimates that meta, microsoft, alphabet may commit more than $200 billion in execs this year. what -- cap pecks this year. it got a lot tougher for these executives, didn't it
and another way is when you look at these companies, the big tech companies that have had high valuationsason they have high valuations is that further out, there's more aggressive earnings growth. so if you look at the five-year earnings number of every company in the u.s. stock market, you would see that its valuation based on that forward earnings is the long-term average of 18 times. that's not reflecting all of the expectations that are in these stocks. but the flip side of that is when...
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Jan 15, 2025
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if you are a ceo of a tech company or any company you would rather start off a second trump term withlationship. there are many tech stories that will have to be taking a stance on. what think his views are on tiktok or the potential break—up of google? one of the things you see with donald trump when he talks about tech it is usually through the lens of, is this service nice to me? i think it is a mistake to interpret ideology when it may be ego. when he spoke about google during the campaign he was asked about breaking up google and immediately the way that he talked about it was the way that he showed up in google search results, when he talks about tiktok he talks about his campaign content performing well on tiktok. and now that company executives know this when they go to meet with him they show him this data and show him this is how well your content performed on our service. that is really where it starts with donald trump. this is a person whose first term they sued to block the acquisition, the merger of at&t time warner because the company owns cnn and trump did not like th
if you are a ceo of a tech company or any company you would rather start off a second trump term withlationship. there are many tech stories that will have to be taking a stance on. what think his views are on tiktok or the potential break—up of google? one of the things you see with donald trump when he talks about tech it is usually through the lens of, is this service nice to me? i think it is a mistake to interpret ideology when it may be ego. when he spoke about google during the...
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they're zombie companies.hat you have with the russell 2000 is that you've seen a huge rally on the hopes and dreams that you're going to see lower interest rates. if interest rates stay higher for longer, that's a big problem for small cap companies. jack: we'll have you back to find out what they're actually doing. thank you so much, cameron. >>> next up, andrew berry joins the panel to tell us the best investments for income in 2025 the, plus a few trades that a barron's says to avoid. don't go it's a blood test. get it done! were it not for the prostate cancer foundation, i would not be here today. go to pcf.org today. remember, it's your life. i've lost 228 pounds on golo. i'm able to enjoy my life and keep off the weight. that's why golo works so well for me. golo has been really empowering for me. i just recently purchased my first swimsuit since high school. golo's different. it's smarter, it's better. it will change your life forever. golo is the only thing that gave me this. it gave me back me. go lo
they're zombie companies.hat you have with the russell 2000 is that you've seen a huge rally on the hopes and dreams that you're going to see lower interest rates. if interest rates stay higher for longer, that's a big problem for small cap companies. jack: we'll have you back to find out what they're actually doing. thank you so much, cameron. >>> next up, andrew berry joins the panel to tell us the best investments for income in 2025 the, plus a few trades that a barron's says to...
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Jan 24, 2025
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demands it and their parent company demands it. and for me, if you're a kentucky business, i'm not ideological about it. i'm trying to meet your needs so you'll stay and grow in kentucky. if you're a new business and you say you want to bring 400 jobs to kentucky but we need our energy portfolio to look like this. well, if you think of it in terms of business, if you're a state trying to attract it, it's your job to go out and make sure your energy portfolio can meet those demands. sustainability will be a part of the future and will be demanded by most companies that will locate in different places, and i want people to know that kentucky is not going to get caught up in national debates about it. but if it's a need you have as a business, we're going to meet it for you. governor sanders: let me add one thing, i do agree i think one of the important distinction is the private sector should be private. that's one of the big problems is it wasn't. it was being mandated by the government. and that's where i think the conflict lies. i
demands it and their parent company demands it. and for me, if you're a kentucky business, i'm not ideological about it. i'm trying to meet your needs so you'll stay and grow in kentucky. if you're a new business and you say you want to bring 400 jobs to kentucky but we need our energy portfolio to look like this. well, if you think of it in terms of business, if you're a state trying to attract it, it's your job to go out and make sure your energy portfolio can meet those demands....
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company, leader in the industry for many, many decades.ne has to ask why are we here how did we get here what are we going to do it? we are here because of failed trade policy i mean u.s. steel is in a position of what their claiming now up desperation they need to make a move, the steel industry is fighting for theirs can say existence steel industry is nothing without consumer base people like myself are being eroded jumping to mexico being constantly impacted by unfairly traded imports without us those steel companies don't exist u.s. steel claiming nippon investments are needed, remember, u.s. steel made tremendous investments in their facilities built the river 1.5 billion dollars with equipment that they were going to put in the valley waited three years, to get an air permit from pennsylvania they couldn't so moved that equipment, to arkansas built big river two, vested in fasts continue to do that they don't need to rely on an acquisitions from a foreign integrity to save that company we need long term comprehensive trade policies
company, leader in the industry for many, many decades.ne has to ask why are we here how did we get here what are we going to do it? we are here because of failed trade policy i mean u.s. steel is in a position of what their claiming now up desperation they need to make a move, the steel industry is fighting for theirs can say existence steel industry is nothing without consumer base people like myself are being eroded jumping to mexico being constantly impacted by unfairly traded imports...
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Jan 7, 2025
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with these chinese companies.et an exclusion through the us courts _ exclusion through the us courts. but they're very inclusion in the first place can— inclusion in the first place can cause reputational damage. the world — can cause reputational damage. the world biggest technology fair is kicking off in las vegas today. the consumer electronics show is where big companies show off their latest wares. and new products are launched. they are trying to catch the attention of the tech world. it can make a unknown tech firm gain viral fame. from the latest _ tech firm gain viral fame. from the latest apps _ tech firm gain viral fame. from the latest apps to _ tech firm gain viral fame. from the latest apps to own - tech firm gain viral fame. from the latest apps to own manner| the latest apps to own manner of slick devices, there is something for everyone here. the event officially kicks off on tuesday. there will be 4500 exhibitors showing their wares across two and a half million square feet of convention space. w
with these chinese companies.et an exclusion through the us courts _ exclusion through the us courts. but they're very inclusion in the first place can— inclusion in the first place can cause reputational damage. the world — can cause reputational damage. the world biggest technology fair is kicking off in las vegas today. the consumer electronics show is where big companies show off their latest wares. and new products are launched. they are trying to catch the attention of the tech world....
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Jan 17, 2025
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kevin, you were saying in terms of smaller food companies, could be tough for larger companies.inking that the average company can continue to outperform because we had so many fits and starts where it looked like the market was broadening out, then we revert right back to mega cap growth leadership? >> we invest in terrific companies, but they tend to be less followed than the broader market. for us, aerospace is another area. we have seen deals. we had command bought last year. barns group is in the process of being bought. smaller aerospace suppliers like a triumph, those would be good consolidation candidates and they're going to benefit from the ramp of boeing's production through this year into next year as well. >> and what about, i guess, maybe more neglected parts of manufacturing and things like that? think about the auto food chain and all these other areas where there's not a lot of mop-up m&a that's happened. >> there are a lot of opportunities. the water space is one that in particular for us, we have a lot of investments in. mealer water would be a small company t
kevin, you were saying in terms of smaller food companies, could be tough for larger companies.inking that the average company can continue to outperform because we had so many fits and starts where it looked like the market was broadening out, then we revert right back to mega cap growth leadership? >> we invest in terrific companies, but they tend to be less followed than the broader market. for us, aerospace is another area. we have seen deals. we had command bought last year. barns...
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Jan 14, 2025
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we are a b to b company.mers' needs are taken care of. >> when i saw you last, you were talking about making acquisitions. they might change again. the face of the company. then you proceeded to do very big ones. it didn't hurt the balance sheet. >> right. consistent with our strategy. what we have done with specialty business, three of the four acquisitions that we have done more recently, is very much focussed on providing a broader capability for that specialty community physician. that physician has needs. they have received great service as relates to distribution and other contracting support. what we have done is augmented our capabilities to provide other data technology solutions like the pps analytics we acquired with the specialty network acquisition to provide full capability for helping those physicians manage the clinical and communication needs with their patients. also more recently, big in oncology and gi is msos to help physicians manage the back office as well as the complex administrative
we are a b to b company.mers' needs are taken care of. >> when i saw you last, you were talking about making acquisitions. they might change again. the face of the company. then you proceeded to do very big ones. it didn't hurt the balance sheet. >> right. consistent with our strategy. what we have done with specialty business, three of the four acquisitions that we have done more recently, is very much focussed on providing a broader capability for that specialty community...
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Jan 16, 2025
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i'm bringing my sitdown with the bio haven ceo as these companies work with new companies. i'm checking in with the top brass fresh off of coverage report. biden issued an 11 hour executive order aimed at protecting silent security. ♪♪ only servicenow connects every corner of your business, putting ai to work for people. pfft ... every corner? every corner, nick. ow! so kate in hr ... hey kate. can focus on people, not process. patty in it is using ai agents to deal with the small stuff, so she can work on the big stuff. and ai helps jim solve customer problems before they're problems. oh, so we all work better, together! my work here is done. excuse me, which way back? dave's been very excited about saving big with the comcast business 5-year price lock guarantee. excuse me, five years? -five years. and he's not alone. -high five. it's five years of reliable gig speed internet. five years of advanced securit. five years of a great rate that won't change. it's back. but only for a limited time. high five. five years? -nope. comcast business 5-year price lock guarantee. powe
i'm bringing my sitdown with the bio haven ceo as these companies work with new companies. i'm checking in with the top brass fresh off of coverage report. biden issued an 11 hour executive order aimed at protecting silent security. ♪♪ only servicenow connects every corner of your business, putting ai to work for people. pfft ... every corner? every corner, nick. ow! so kate in hr ... hey kate. can focus on people, not process. patty in it is using ai agents to deal with the small stuff, so...