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Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/309 The Outsourcing Summit 2020 - Session 2 This episode features the second of six sessions from the Outsourcing Summit 2020, held on the 8th of October. For this session entitled “The technology tools & infrastructure enabling global workforces”…
 
In this episode, you'll learn: Why you would like your counterpart to say “No” and not “Yes” when you negotiate with them Why you need agreement from your counterparty three times to close a business deal How to use loss aversion to your advantage in negotiations How to use the Ackerman model in negotiations Ask the Investors: Should I include shor…
 
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/308 The Outsourcing Summit 2020 - Session 1 This episode features the first of six sessions from the Outsourcing Summit 2020, held on the 8th of October. In this portion entitled “Outsourcing: a high tech industry poised for global prominence”, De…
 
Solar energy stocks have been on a tear, but is now the time to buy? What happens to the ever-popular PE Ratio if a company’s profits don’t exist? Jim Gillies tackles those questions and shares what he’s watching this earnings season. To get 50% off our flagship service, Motley Fool Stock Advisor, just go to www.StockIdeas.Fool.com.…
 
In this episode, you'll learn: What is the intrinsic value of Charles Schwab The importance of networking effects in wealth management Why the two most important metrics in wealth management is AUM growth and NIM How to value a financial service company What the expectation is for inflation, and the impact for Charles Schwab Ask the Investors: When…
 
Disney CEO Bob Chapek reorganizes the business in an even greater commitment to streaming video. Johnson & Johnson’s 3rd-quarter earnings take a back seat to news about its Covid-19 vaccine trial. Shares of Ethan Allen pop on increased guidance for actual profits in the 1st quarter. Jason Moser analyzes these stories and gives a quick preview of wh…
 
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/307 Smarter Software Outsourcing Podcast In this episode, Derek Gallimore guests in Smarter Software Outsourcing Podcast. Hosted by Frederic Joye of Arcanys, Smarter Software Outsourcing is a business's gateway to what goes on inside and outside a…
 
Twilio uses $3.2 billion worth of stock to buy Segment, a privately-held provider of customer data platforms. Apple and Amazon have big events on Tuesday, so how should investors be thinking about them? Jim Gillies analyzes those stories and discusses whether investors in their 20s should have a place in their portfolios for dividend-paying stocks …
 
In this episode, you'll learn: The relationship between the velocity of money and liquidity Why we’re not living in a time of uncertainties, but actually living with certainty more than ever Why Ray Dalio’s idea of predicting cycles is not valid Why passive investing has Ponzi scheme traits when the money stops flowing in Why Paul Volker was a terr…
 
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/306 Fortun, Narvasa & Salazar Derek Gallimore talks with Walter Robin Go, a partner at Fortun, Narvasa & Salazar Law Firm. Located in Makati, Fortun, Narvasa & Salazar is one of the leading firms in the country that handle several cases relating t…
 
In this episode, you'll learn: What is the intrinsic value of Fairfax Financial Holdings? What is the intrinsic value of Fairfax Africa? How to analyze and value an insurance company How to analyze and value an investment holding company Ask The Investors: Should I invest in preferred shares? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Preston an…
 
Bed Bath & Beyond pops more than 30% on a surprisingly strong 2nd-quarter report. Pepsi treads water as 3rd-quarter sales of snacks make up for weak soda sales. Playboy Enterprises plots a return to the public markets via a reverse-merger with Mountain Crest Acquisition. Jim Gillies analyzes those stories and shares why he’s intrigued by companies …
 
In this episode, you'll learn: Why Warren Buffett is buying Bank of America Which stocks Warren Buffett is selling right now Why Warren Buffett has bought into Japanese trading houses Which stocks Preston and Stig find interesting given the current market conditions Ask The Investors: What is the optimal asset allocation right now? BOOKS AND RESOUR…
 
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/305 Six Eleven BPO Derek Gallimore talks with Michael Mogan, operations manager at Six Eleven BPO. Located in Davao City, Six Eleven is one of the leading contact center and lead generation outsourcing company outside of Metro Manila. Michael give…
 
In this episode, you'll learn: Why the performance of gold miners are lagging the performance of the price of gold How to invest in gold miners The details of Warren Buffett’s investment in gold Why the fear of deflation keeps Chair of the Federal Reserve Jay Powell up at night BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Marin Katusa’s special of…
 
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/304 Alvin Juban Derek Gallimore talks with Alvin Juban, current president of the Game Development Association of the Philippines (GDAP). A subbranch of IBPAP, GDAP focuses mostly in the video game industry and the companies that develop these. the…
 
FedEx hits a new all-time high after 1st-quarter revenue hits a record $19.3 billion. Adobe shares fall a bit despite record revenue in the 3rd quarter. Apple unveils a new watch and new iPads, but it’s the Fitness+ service that’s getting more of the media’s attention. Brian Feroldi analyzes those stories and shares why more investors should know a…
 
Lennar Corp beats expectations (and improves gross margins) in Q3. Lowe’s launches their own “Shark Tank” to help small businesses. ViacomCBS announces that their “CBS All Access” streaming service will get a rebranding in 2021. Jason Moser analyzes those stories and more. HELPFUL TIP: If your podcast platform doesn’t show the latest episode of you…
 
In this episode, you'll learn: Where Ray Dalio predicts money to flow after COVID-19 is over How Peter Thiel thinks about how technology is changing education from the outside in How Sam Zell thinks about the commercial mortgage-backed securities, and whether there is an opportunity for investors. Eric Schmidt's thoughts about big tech monopolies a…
 
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/302 Jonathan De Luzuriaga Derek Gallimore talks with Jonathan De Luzuriaga, CEO of Spring Valley Tech and current President of the Philippine Software Industry Association (PSIA). He has been a guest of the podcast from the previous episodes 211, …
 
In this episode, you'll learn: How the low yield has changed the investment thesis for growth and value investors What is the optimal investing strategy dependent on your view on the COVID-19 vaccine What the dollar index is indicating for investors right now The difference and similarities of the US and European economies Whether the Euro and othe…
 
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/302 Probe Group Derek Gallimore talks with Andrew Hume, CEO of Probe Group. The company offers a wide range of outsourced services, from credit and collection, customer support and experience, to knowledge process outsourcing and shared services. …
 
In this episode, you'll learn: How to identify high-quality businesses and their moat How to make growth assumptions for your stock picks Why the vast majority of losses in the stock market come from picking the wrong business and not picking the wrong valuation on the right business. How is the COVID-19 crisis different and similar to other crises…
 
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