Nominating this for the silver lining award
May 7, 2025 at 6:48 PM
Nominating this for the silver lining award
I would love how the globe decides which picture they chose for their front page..
May 6, 2025 at 5:46 PM
I would love how the globe decides which picture they chose for their front page..
“USTR and India’s Ministry of Commerce and Industry have finalized the Terms of Reference to lay down a roadmap for the negotiations on reciprocal trade,” said Ambassador Greer.
ustr.gov/about/policy...
ustr.gov/about/policy...
April 22, 2025 at 2:02 PM
“USTR and India’s Ministry of Commerce and Industry have finalized the Terms of Reference to lay down a roadmap for the negotiations on reciprocal trade,” said Ambassador Greer.
ustr.gov/about/policy...
ustr.gov/about/policy...
Really not escaping the Maoist allegations…
April 13, 2025 at 6:20 PM
Really not escaping the Maoist allegations…
Logging into bsky the day tesla misses deliveries..
April 2, 2025 at 2:22 PM
Logging into bsky the day tesla misses deliveries..
Ok this is pretty hilarious since the Liberal Party introduced the carbon tax to begin with...
March 17, 2025 at 4:22 PM
Ok this is pretty hilarious since the Liberal Party introduced the carbon tax to begin with...
Gotta love a company where adjusted EBITDA > Gross Profit $TSLA
January 29, 2025 at 9:59 PM
Gotta love a company where adjusted EBITDA > Gross Profit $TSLA
Interesting data on inflation from the OECD. The Canadian inflation picture looks fairly good (with the exception of Food, which is elevated in virtually all regions).
Interesting to note that Canadian inflation is even lower than Japan!
Interesting to note that Canadian inflation is even lower than Japan!
August 3, 2023 at 2:20 PM
Interesting data on inflation from the OECD. The Canadian inflation picture looks fairly good (with the exception of Food, which is elevated in virtually all regions).
Interesting to note that Canadian inflation is even lower than Japan!
Interesting to note that Canadian inflation is even lower than Japan!
heh, ChatGPT does a pretty good job of it already!
August 1, 2023 at 2:48 PM
heh, ChatGPT does a pretty good job of it already!
Great episode, Joe! I'm hoping that more conversions start happening here in Canada. CBRE just released its Q2 2023 report showing that office vacancies have reached a 30 year high, while there is a massive residential housing shortage...
July 6, 2023 at 1:31 PM
Great episode, Joe! I'm hoping that more conversions start happening here in Canada. CBRE just released its Q2 2023 report showing that office vacancies have reached a 30 year high, while there is a massive residential housing shortage...
Issues Facing Privately Held Businesses: Although the number of firms where access to capital was an immediate issue has remained ~constant since 2013, in 2023, 28% of firms identified access to capital as a future concern (vs. 7% in 2018 and 16% in 2013).
July 5, 2023 at 6:26 PM
Issues Facing Privately Held Businesses: Although the number of firms where access to capital was an immediate issue has remained ~constant since 2013, in 2023, 28% of firms identified access to capital as a future concern (vs. 7% in 2018 and 16% in 2013).
Premiums paid by Strategic vs. Financial Buyers: Premiums paid by Strategics (vs. Financial Groups) have come down significantly over the last 10 years. In 2013, 20% of deals had a strategic premium of 30% or more, with the same number being 2% in 2023 (and 8% in 2018)!
July 5, 2023 at 6:25 PM
Premiums paid by Strategic vs. Financial Buyers: Premiums paid by Strategics (vs. Financial Groups) have come down significantly over the last 10 years. In 2013, 20% of deals had a strategic premium of 30% or more, with the same number being 2% in 2023 (and 8% in 2018)!
Deal structure: Drastic increase in the number of deals that include vendor financing - 48% of deals in 2023 vs. 36% in 2018 and 24% in 2013. I found this trend very surprising, especially since the amount of deals that included a rollover (equity re-investment) stayed flat since 2018.
July 5, 2023 at 6:23 PM
Deal structure: Drastic increase in the number of deals that include vendor financing - 48% of deals in 2023 vs. 36% in 2018 and 24% in 2013. I found this trend very surprising, especially since the amount of deals that included a rollover (equity re-investment) stayed flat since 2018.
Valuation: For virtually all company sizes, valuations seem to have round tripped back to pre-COVID valuation ranges. Average multiples (across industries and company size ranges) rose from ~6x EBITDA pre-COVID to almost 7x in 2021 but returned to 6x in 2023.
July 5, 2023 at 6:21 PM
Valuation: For virtually all company sizes, valuations seem to have round tripped back to pre-COVID valuation ranges. Average multiples (across industries and company size ranges) rose from ~6x EBITDA pre-COVID to almost 7x in 2021 but returned to 6x in 2023.