SME Leaders Show Strong Growth, Lower Valuations
Two popular SME recent results - 1. Prizor Viztech : Revenue 105.93 Cr vs 40.06 Cr (+164.42% YoY) PAT 14.84 Cr vs 5.87 Cr (+152.83% YoY) PE down from ~48x to ~29x post results Margins up Sector Tailwinds Management beats guidance 2. Rajesh Power : Revenue 990 Cr vs 759 Cr (+30% YoY) PAT 79.5 Cr vs 60.5 Cr (+32% YoY) PE down from ~19x to ~14x post results Very honest management & conservative Only concern is receivables which is normal for this business. Mainboard level company listed in SME.
Middle East Still Holds Trillion in Dollar Assets, Not Switching
Tony Nash is right that the Middle East isn't de dollarizing. Iran wants sanctions relief so it (in some ideal world) can re dollarize and stop selling to China at a discount ... 1/2
Building Apprentice Pathways for Tomorrow's AI Workforce
I hope you can join me at tomorrow's discussion - Tomorrow's Workforce: Apprentice Pathways for the AI-Driven Organization https://t.co/znyc8k1HIp #AI https://t.co/H115SjcJ9N
Vrabel Photos Highlight NFL Privacy and Conduct Issues
You can read A LOT of gossipy Mike Vrabel stories. Or you can read something smart 👇 Vrabel Photos Test Realities of NFL Privacy, Workplace Conduct: https://t.co/QKLdXLCqpY via @sportico @McCannSportsLaw
How to Leverage Your Sponsored Event
Founders regularly ask me: how do we make the most of this event we’re sponsoring? The thread below is your guide.
Global PMIs Surpass Forecasts; Eurozone Contracts
The Composite PMIs - timely proxies for GDP for the major economies - largely beat expectations for April's update. The exception was the Eurozone and major member components, which missed forecasts significantly and slipped into contraction: https://t.co/g0G7ZJWDN1
DOJ Shifts Sports Broadcasting Act Probe to Vegas
DOJ probe into Sports Broadcasting Act moved to Vegas this week as officials met with TV station operators at NAB convention to discuss sports TV marketplace and the SBA. W/@DanaMattioli https://t.co/1oyi55NoJX via @WSJ
Marketing Must Shift From Off‑Site to On‑Platform Trust
The old internet trained marketers to get people off platforms and onto our sites. The new internet mostly rewards the opposite: say it here, prove it here, build trust here. But a lot of marketing teams are still optimizing for a world...
Top Athletes Team Up with New Investment Platform
Star Athletes Join Investment Platform. - Cade Cunningham - Cooper Flagg - Kevin Durant - Tyrese Haliburton - Azzi Fudd - Cameron Brink - Sophie Cunningham - Dak Prescott - Justin Jefferson - Bobby Witt Jr. - Corbin Carroll - Logan Webb - Mike Trout - Tarik Skubal - Nacho...
Shareholders OK Paramount‑Skydance Deal, Awaiting Regulators
Warner Bros. Discovery shareholders approved Paramount Skydance's acquisition. Now the deal is just awaiting regulatory approval.
Sports Powers TV
Front Office Sports Takes Big TV Swing With Daily Syndicated Show: Sports Is ‘What’s Really Driving Broadcast Television These Days,’ Jeff Zucker Says (EXCLUSIVE) https://t.co/zk3rdR1f4P via @variety
Future Iran Deal Mirrors JCPOA: Limits for Relief
“… Any future nuclear deal with the current Iranian regime will rest on a familiar foundation: constraints on Iran’s nuclear program in exchange for meaningful economic relief…”
China’s New Supply‑Chain Rules Pose Risk to US Companies
AFP: China’s new supply chain regulations could be a “concern” for US firms, @AmCham_China warned. The regulations, released April 7, allow authorities to take measures against foreign companies that “harm China’s industrial and supply chain security.” https://t.co/bmnFKekxT7
Amazon Teams with Grow Therapy for Employee Mental Health
Whoa... The employer behavioral health wars are heating up! Amazon is partnering with Grow Therapy on EAP. 👇 https://t.co/jVDA2xBhsE
Google Uses Click Data to Influence SEO Rankings
How Google's systems treat click data, and the straight facts about what it means for SEO and rankings. https://t.co/3hJjjfp9A9 via @martinibuster, @sejournal
NYT Digital Ads Surge 25% After Video Pivot
Yes, and to add a bit more context: The New York Times Company saw its digital advertising revenue stall -- even decline, as it did by nearly 4% in Q4 2023 -- until it strategically embraced video. In Q4 2025, its...
Urgency Drives Sales: Master the Art Now
Can you create urgency? I think you can and if you say no I think it's just semantics. Scott Leese - Create Urgency To Win More Sales https://t.co/fJeZY5tcR1
AI Fears Slash Software CLO Exposure, Widen Valuation Gap
Software Sector Debt Market Shifts (data via Mizuho): • CLO software allocations dropped from 15% to 5-8% • AI risk fears have pushed some performing credits into the 70s-80s • Refinancing private credit into Term Loan B is currently stalled AI disruption fears are...
Warren: Paramount‑Warner Merger Still Faces Antitrust Battle
"The Paramount-Warner Bros. merger isn't a done deal," Sen. Elizabeth Warren (D-MA) said after the shareholder vote. "State attorneys general across the country are stepping up to stop this antitrust disaster. We need to keep up this fight." https://t.co/SuUqxaA7dz
Gulf States' Disunity Over Iran War Explained
the gulf states have been far from unified in their response to the iran war. here’s one big reason:
Intangible Forces Drive Success, Yet Leaders Overlook Them
“Many of the critical factors for org. success are intangible agencies that can’t be measured by KPIs. Managers & leaders miss this insight b/c they suffer muddled thinking—largely due to distorted influences.” 🔗 https://t.co/6cwj8cMUdN #leadership #management #futureofwork https://t.co/DP4u0Dqwhj
Mayor Sadiq Khan’s Decade of Crisis Leadership, Climate Commitment
This week's guest on Zero is London's mayor Sadiq Khan. We had a wide-ranging conversation about his 10 years guiding the UK's capital through Brexit, the pandemic and two energy crises. All through it, he has remained deeply committed to...
Go Asset-Light: Empower Locals, Franchise Epic Pass Globally
Time for a change in strategy. Go asset light. Let local owners and communities create unique experiences. Work with them to franchise the Epic Pass and market to the world.
Nowcast IQ Nails US PMI, Flags Europe Slowdown
The best Nowcast data on Earth? Solid PMIs from the US were just released, showing that economic momentum is gaining pace despite the war, and this was spot on with our live growth data from Nowcast IQ. The same applies to...
Warner Bros Acquisitions Crash, Raising Prices and Layoffs
My colleague Patrick Gallaher traces the history of the last decade of Warner Bros. acquisitions. TL;DR, every super-genius who bought this company crashed like Acme rocket roller-skate users, but we all got burned with higher prices and massive layoffs
Rethinking Inflation: Ratios, Income Gaps, Price Levels
Enjoyed @mtkonczal latest piece. Exciting to see people seriously considering differing rates of inflation, ratios vs differences in income & wealth, and price levels. https://t.co/4nbD049Wvh
Iran War Inflation Shrinks Wage Growth Gap
Inflation from the War in Iran is eating into wage growth. Last month, the gap between the two almost closed, a trend that will likely continue into April. My @morningjoe Chart
Beyond $10K: Mindset, Not Tactics, Limits Success
The gap between: • $0 and $10k is tactics • $10k and $100k is psychology You already know what to do. You just don't believe you deserve it yet.
Accidental Pricing Call Sparked Teleport Enterprise Product
After 480 founder interviews, my favorite pricing story: A stranger cold-called him asking what it cost. He made a crazy number up on the spot. This is Ev Kontsevoy , co-founder of Teleport . Teleport was a free open-source tool...
GenAI Enables Asking Right Questions, Not More Dashboards
In healthcare, we never really had a data problem. And honestly, the same is true in most industries I’ve worked in. There was 𝗯𝗹𝗲𝗻𝘁𝘆 𝗼𝗳 𝗱𝗮𝘁𝗮. Usually too much of it. 📊 Claims data. Operational data. Financial data. Customer data. Supply chain data. Workflow data. The real problem was...
Dropping US‑Iran Talk Deadlines From My Calendar
I am going to stop putting in proposed deadlines for the US-Iran talks into my macro calendar. Changing it intraday at this point...
A Top EA Handles Everything, Transforms Your Day
A great executive assistant will change your life. For me, these folks: - Monitor my inboxes so I don’t miss important requests and opportunities being sent to me daily. - They filter and tag these messages/requests + FWD key asks to core members...
Warner Bros Shareholders Approve $111B Paramount Takeover Despite Backlash
News: Warner Bros. shareholders overwhelmingly approve controversial $111-billion Paramount takeover amid growing opposition in Hollywood and beyond. https://t.co/iHnN5ov2ML
Trump's Policies Turn Inflation From Crisis to Choice
Covid inflation was a global phenomenon. It went away when the covid supply shocks went away. Today, inflation is a policy choice. And all of Trump's policies so far have been--to one degree or another--inflationary War: inflationary Deficit: inflationary Tariffs:...
Mild Winter Averted Gas Price Spike Amid Hormuz Closure
Northern hemisphere’s mild winter averted worse gas crisis Global gas prices would have surged much higher as a result of the closure of the Strait of Hormuz if last winter had not been among the warmest on record across the northern...
Fonda Warns Warner‑Paramount Merger Threatens Media Diversity
Jane Fonda on WBD-Paramount shareholder vote: "Today’s decision by Warner Bros. Discovery shareholders to advance a merger with Paramount is a serious setback — for our industry, for the workers who sustain it, for consumers, and for the fundamental democratic values...
War Boosts Oil and Big Tech, Sinks Airlines and Staples
The impact of the war has been uneven across the stock market. Sectors like oil exploration and big tech have surged while others, like airlines, consumer staples, and materials have been hit hard. My @morningjoe Chart
Warner Discovery Shareholders Overwhelmingly Back Paramount Merger
Warner Discovery stockholders overwhelmingly approve sale to Paramount, WBD says. "Based on the preliminary vote count from today's Special Meeting, WBD stockholders voted overwhelmingly to approve the adoption of the merger agreement with Paramount."
15-Second Sports League for Addicted Digital Fans
All I need is 15 seconds of your attention. Our athletes will do the rest. We’re building a league to can breakthrough to even the most ADD, doomscrolling, digital-native sports fan 🤪 that’s my vision for @athlos - are you...
Revenue Up, EBITDA Soars After Betting Platform Cuts Marketing
Sports betting handle and monthly active users fell year-over-year in PENN's first full quarter since rebranding from ESPN BET to theSCcore bet, but the company increased revenue 5%; Adjusted EBITDA improved by nearly 88%, largely due to massive cutbacks in...
ESPN, NFL Network Still Won’t Leak Draft Picks
It has become an annual thing but once again on the record: ESPN and NFL Network front-facing reporters will not tip picks (if they find out early) on social during the first round of the Draft.
Push to Keep Bears in Chicago Amid Indiana Offer
Are #DaBearss #ArlingtonHeights bound? Push to keep storied #NFL team in #Chicago area, on the #IL side, after #IN makes tempting offer. #Bears #realestate #CRE #football https://t.co/59GtWMGcxR
Google Ranking Volatility Meets ChatGPT CPC Enthusiasm
It's New 4/23 - @mordyoberstein wants Google to want his commodity content, @gregfinn might apply as GEO at Google, there is Google ranking volatility and @TheMarketingAnu loves ChatGPT’s CPCs https://t.co/jW7kRtBC70
Cocounsel’s $650
FACT OF THE DAY: cocounsel was purchased for $650 million US dollars in 2023 and made thomson reuters flagship AI offering. 3 years later, real reviews state:
Shareholders Back Paramount Deal, Reject Exec Payouts
Warner Bros. Discovery Shareholders Overwhelmingly Approve Paramount’s Megadeal, but Vote Against Exit Pay Packages for Zaslav and Other Execs https://t.co/SuUqxaA7dz via @variety
Elite Founders Master ROI, Timing, and Rapid Learning
If you're an elite founder, you'll recognise yourself here: - You know when to pivot and when to persevere on an existing concept. - You know how to get the most out of every meeting and every person you meet. - You know...
Hackers Seize AI Security Tools, Now Targeting Firewalls
Adversaries hijacked AI security tools at 90+ organizations. The next wave has write access to the firewall https://t.co/khjZkpWhc0
NFL Draft Hosting Drives Surge in Local Viewership
Per @nielsen: You can see how hosting the NFL Draft amps up viewership in that city. https://t.co/hD1W2QpEmC
Lululemon's CEO Pick Could Slash Stock Half
$LULU should legitimately be down 50% or more on this CEO appointment. Absolutely horrendous choice.
Prolonged Oil Price Spikes Extend Equity Market Correction
With crude oil prices driving equities right now, let’s take a look at two examples of oil shocks. The 1990 Gulf War took oil prices from $41 to $100 (in today’s dollars) was short-lived and caused only a brief 19% drawdown...