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Renowned forensic accounting expert Steve Clapham, Analyst Author Podcaster Substacker told Keith McCullough today that he's been an analyst for 30+ years and he's never seen so much cheating and earnings management as today. 🚨 🔊 Watch the full on-demand replay free: "I'm not out there saying there's loads... of frauds, you need to worry. What I'm saying is actually something quite different and almost more dangerous. What I'm saying is there are lots of 'high quality' companies that aren't as high quality as you think. It's fine as long as their business carries on doing well. But what happened with Nike was it hit a small air pocket. It was doing great DTC. But it kind of didn't do as well as it had been doing with its distributors. And then what happened to the stock price? The stock price completely cratered. Would that stock price have cratered, fallen as much, if they hadn't been managing their earnings and hadn't been as aggressive on the way up? Well I suspect not. There are lots of instances like Nike. I don't mean to single out Nike. I mean, it's a good company. But there are lots of companies like Nike where they've boosted their valuation, and when there is a problem, the loss is much greater than it otherwise would be. And that's the risk for you as an investor."show more

Hedgeye

208,626 subscribers

33,126 просмотров • 1 год назад •via X (Twitter)

Финансы Новости и политика

Anya Rossi• Live Now

Private livecam show

Комментарии: 2

Фото профиля WOLF

WOLF1 год назад

@steveclapham @KeithMcCullough Honestly this goes largely overlooked, I’m glad a light is being shined on it

Фото профиля Michael Johnstone

Michael Johnstone1 год назад

@steveclapham @KeithMcCullough Why does it matter? Just pull a Trevor Milton.

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🎙️: are there any repercussions for the little contact with oscar in singapore and will it change any of the racing? lando: “i mean of course things are reviewed, and there are and will be repercussions for me till the end of the season. so it's not like i've got away with anything. it was also an incident that let's say was small and there was potential to try and avoid it. it's something i never want to- i said it back after the race, i can't afford to make contact and have anything happen like what happened because i put just as much risk on my own championship from something going wrong as i do on whoever i might be racing against. so of course repercussions for myself but otherwise the engagement and how we go racing is the same as it's always been”

🎙️: are there any repercussions for the little contact with oscar in singapore and will it change any of the racing? lando: “i mean of course things are reviewed, and there are and will be repercussions for me till the end of the season. so it's not like i've got away with anything. it was also an incident that let's say was small and there was potential to try and avoid it. it's something i never want to- i said it back after the race, i can't afford to make contact and have anything happen like what happened because i put just as much risk on my own championship from something going wrong as i do on whoever i might be racing against. so of course repercussions for myself but otherwise the engagement and how we go racing is the same as it's always been”

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Bill Maher DEFENDS Charlie Kirk after actor David Cross tried to paint him as racist. Maher refused to let Cross run away with the narrative. MAHER: “But like the the the rank and file Republican, I don’t think is a racist.” “I think you can get them into positions that look racist, but I don’t think in their bones they’re like what the racists kind of what I grew up was like a racist was somebody who didn’t want to shake a black person’s hand.” CROSS: “Yes...I don’t think that’s a thing, but I think there is...I mean I know there is because they say as much.” “There’s a feeling, a sense that...uh...I mean like Charlie Kirk stuff that women and black people and black women especially are just not...” “I’m not being an a**hole guys, I’m just saying they don’t have the mental, you know...” MAHER: “There was a little more [to it].” “I read that when he died, of course lots of places put his greatest hits...worst hits, worst things.” “And then somebody else printed something and this is what always happens with the media like I never trust it because you never get the full story, where like each one was put in with the full context.” “It was never quite as bad as they said.” CROSS: “I mean, context is everything, right?” MAHER: “It is. I’m just saying it was easy to pull from his quote bed and find stuff that I certainly don’t agree with even in the context, but it wasn’t quite what...it wasn’t quite what you were saying there.”

Bill Maher DEFENDS Charlie Kirk after actor David Cross tried to paint him as racist. Maher refused to let Cross run away with the narrative. MAHER: “But like the the the rank and file Republican, I don’t think is a racist.” “I think you can get them into positions that look racist, but I don’t think in their bones they’re like what the racists kind of what I grew up was like a racist was somebody who didn’t want to shake a black person’s hand.” CROSS: “Yes...I don’t think that’s a thing, but I think there is...I mean I know there is because they say as much.” “There’s a feeling, a sense that...uh...I mean like Charlie Kirk stuff that women and black people and black women especially are just not...” “I’m not being an a**hole guys, I’m just saying they don’t have the mental, you know...” MAHER: “There was a little more [to it].” “I read that when he died, of course lots of places put his greatest hits...worst hits, worst things.” “And then somebody else printed something and this is what always happens with the media like I never trust it because you never get the full story, where like each one was put in with the full context.” “It was never quite as bad as they said.” CROSS: “I mean, context is everything, right?” MAHER: “It is. I’m just saying it was easy to pull from his quote bed and find stuff that I certainly don’t agree with even in the context, but it wasn’t quite what...it wasn’t quite what you were saying there.”

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Scottie Scheffler says they didn’t find his ball on 17 and he actually asked people to stop searching for it: “The rules official said it landed just barely left of the grandstand thing. I don't know what you call that, like a sponsor area or something. And Teddy had a beat right on where it was coming down. So when we get up there, it's past the fence that marks the TIO, so he said anything that's in there is it part of the TIO. So then we said -- we tried to figure it out. I said, if I find it, does that help me; can I drop it -- since that would be about 50 yards closer to the hole. He said, yes, you can then use that spot, but you might have to go to the other side of the TIO, which I didn't know exactly where that would be, and that's not a great angle coming across there. “So decided to stop the search and go back and drop it doing point-of-entry TIO relief. Actually I did that once this year during the Byron as well. Not something I'm proud of but I was familiar with.” He went on to say: “I stopped them. They had guys pointing from up there, like it landed right here, and I just kind of hauled up there, and I was like, guys, get out of there, stop, do not find the ball. Fortunately it was my security guy that I've had for a few years here. His name is Brucey. And then Woody was up there as well. So both those guys are pretty -- I know them quite well, so when I said, please don't look for the ball, they got out of there.” The Open

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Nick Nurse, on Joel Embiid's mobility and whether there has been any discussion of resting him: "I would agree that he's not moving nearly as well as we was. We were hoping maybe something conditioning, rhythm, that kind of stuff would get that going, but it doesn't appear that way right now." "So they're doing everything they can do to see what the status is for tomorrow and see if it can get a little bit better."

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🐨: Okay, everyone. So you know... It's been a while since I've felt such mixed feelings like this. 13 years... Thank you, It's been a while since I heard that(armys were chanting "Kim Namjoon). Everyone, you know a lot of time has passed, hasn't it? There were so many things we did in our old practice rooms, and it feels like it was yesterday, and the time has passed so much. Compared to the past, we've changed quite a bit. And as we did our best in Korea, we've ended up spending a lot of time overseas. There has been a lot of changes, and the K-pop industry has grown as a whole. And our juniors get to come to us, they ask us, how is it possible to keep going as one team? Even before I got to army and now as well I'm not sure, though. With these 6 others with me, as well as everyone who watches us, I think I had a lot to reflect on. Didn't really express my inner thoughts as much and maybe not even my truth as much as I should have. It's been a while to talk about my sincerity to you, but anyways, there's been [Love Yourself] [Dynamite], and other things like [Magic Shop]. While doing the [Magic Shop] I got to look back all the 13 years of period It really took me be back. I'm so honored we could do this together for so long, and grateful as well. Wherever we are or whatever we are, we will keep doing our best, showing you how we are. Please continue staying with us. Thank you very much, love you. Thank you!

🐨: Okay, everyone. So you know... It's been a while since I've felt such mixed feelings like this. 13 years... Thank you, It's been a while since I heard that(armys were chanting "Kim Namjoon). Everyone, you know a lot of time has passed, hasn't it? There were so many things we did in our old practice rooms, and it feels like it was yesterday, and the time has passed so much. Compared to the past, we've changed quite a bit. And as we did our best in Korea, we've ended up spending a lot of time overseas. There has been a lot of changes, and the K-pop industry has grown as a whole. And our juniors get to come to us, they ask us, how is it possible to keep going as one team? Even before I got to army and now as well I'm not sure, though. With these 6 others with me, as well as everyone who watches us, I think I had a lot to reflect on. Didn't really express my inner thoughts as much and maybe not even my truth as much as I should have. It's been a while to talk about my sincerity to you, but anyways, there's been [Love Yourself] [Dynamite], and other things like [Magic Shop]. While doing the [Magic Shop] I got to look back all the 13 years of period It really took me be back. I'm so honored we could do this together for so long, and grateful as well. Wherever we are or whatever we are, we will keep doing our best, showing you how we are. Please continue staying with us. Thank you very much, love you. Thank you!

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🐹 2nd track DREAMER, as for DREAMER, I've actually gave my thoughts on the sequence of the tracks. And I've asked if it's ok for me to put it in this sequence, and it ended up being the way I want it to be. Hertz is like a punch in your face and DREAMER is like 'ohhh~' and then MOMENTUM is like 'ughahhhhhhhhh! Let's go!!' This is the sequence I want it to be. I hope that you can focus on the lyrics and mood for DREAMER. I think everyone has dreams, it's just when you'll make a move to achieve it. All of you have dreams when you were young right? Like 'what should I be when I grow up' or something like 'I want to eat this tomorrow' all these can be dreams too right? Those are the words I want to delivery to people who have dreams. Myself Moonbyul, sense of accomplishment is actually my drive to move. What if I'm actually not a bright person? Eventhough I laugh and cry alot infront of all of you, just like the lyrics at the beginning of the song, there are times where I look in the mirror and feel puzzled, like 'what should I do?'. I'm a person with these kind of thoughts as well. And there are times where I can't even take care of myself when life get busy. There are times where I couldn't take care of the people around me as well, it's nothing much but there are times where I'm not a good person. But that's just who I am, moving forward, that side of mine as well as my dreams, I'll cherish all of them and not forgetting my own identity. Those were my thought behind writing the song DREAMER. Everyone, it's ok if you dreams are not something big, that's why I've said that little things are important, those little things in life allows you to appreciate happiness. Big happiness doesn't mean that it'll last long, it's the accumulation of little things that builds happiness. #우리의_헤르츠_문별 #HertzOutNow #REV #MOONBYUL #문별

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Garry Nolan says there are more groups doing what skywatcher is doing right now “we know how to call them” “Skywatcher is one group of several that I'm aware of that are doing it independently.” Source -Sol Foundation 🔗 in comments Garry -“The, the information's out there, we, you know, it's already pretty well understood. I mean, look, there's been enough whistleblower types where the information of how to do this has leaked out. You know, we know how to call them. Whether you believe in psionics or not, it seems to be part of the process. So we know how to call them. The question is not can you video them? Skywatcher has already shown that you can video them and there'll be more of that kind of stuff, I think coming in the future, you know, so Skywatcher is one group of several that I'm aware of that are doing it independently. So that's citizen science. I mean, I think the answer is you don't wait for the government to do it, for you. Don't wait for daddy or mommy to tell you what's going on. You just do it yourself. Because as long as you're not going out there with, with guns or energy, weapons, trying to pull something down and, you know, get yourself in a bad situation, there's no reason people can't do it themselves and organize. So, you know, that's, that I think is the threat in a way that one needs to use against the governmental authorities who think that they hold all the, all the, all the marbles at this point, they don't anymore because the people who've been in the program, like Jake and others who've, you know, made that statement publicly, have basically made their knowledge and ability public. So do it.”

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🚨💰🇪🇺 #COST OF DOING BUSINESS — Justin Rose calls on Jon Rahm to pay his outstanding fines… “Yeah, listen, I would like to see Jon -- how many guys, eight? The other seven did it. So obviously eight did it and Jon didn't. So I mean, there's pretty decent precedent that the deal wasn't outrageous that they were proposing….” “But at the same time, I would like to see Jon pay his fines for sure and be a part of the Ryder Cup. For me, obviously playing on LIV was a decision that he made and wanted to make, and fair play to him for making it and good for him….” “He's playing good golf out there. He's winning. He's making a lot of money, and he's - you know, you can't argue, can't knock what he's been able to achieve out there….” “So I would just see it as a cost of doing business for Jon. Like for me, being in the Ryder Cup is more than about money. What I would say, where he may have a point is the Tour making him play extra events. Maybe he has a point there.” “So maybe there's some middle ground where he would do his best to support the Tour as and when, but not necessarily have that hung over his head, but paying his fines is obviously step No. 1.”

🚨💰🇪🇺 #COST OF DOING BUSINESS — Justin Rose calls on Jon Rahm to pay his outstanding fines… “Yeah, listen, I would like to see Jon -- how many guys, eight? The other seven did it. So obviously eight did it and Jon didn't. So I mean, there's pretty decent precedent that the deal wasn't outrageous that they were proposing….” “But at the same time, I would like to see Jon pay his fines for sure and be a part of the Ryder Cup. For me, obviously playing on LIV was a decision that he made and wanted to make, and fair play to him for making it and good for him….” “He's playing good golf out there. He's winning. He's making a lot of money, and he's - you know, you can't argue, can't knock what he's been able to achieve out there….” “So I would just see it as a cost of doing business for Jon. Like for me, being in the Ryder Cup is more than about money. What I would say, where he may have a point is the Tour making him play extra events. Maybe he has a point there.” “So maybe there's some middle ground where he would do his best to support the Tour as and when, but not necessarily have that hung over his head, but paying his fines is obviously step No. 1.”

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"The worse thing you can do when you get on the range is to try and smack it as hard as you can. I just try to hit lots of small shots, hit the middle of the club face. Then build it up from there, that makes the difference. You can the build the reps up from there. Hit it a bit harder, find a bit of confidence. It seems really simple, that's actually what all the guys are doing. Nobody's coming out and trying to smack it as hard as they can. Nick Dougherty and Ewen Ferguson chat all things practice sessions on the driving range in Dubai. #HeroDubaiDesertClassic | #RolexSeries

"The worse thing you can do when you get on the range is to try and smack it as hard as you can. I just try to hit lots of small shots, hit the middle of the club face. Then build it up from there, that makes the difference. You can the build the reps up from there. Hit it a bit harder, find a bit of confidence. It seems really simple, that's actually what all the guys are doing. Nobody's coming out and trying to smack it as hard as they can. Nick Dougherty and Ewen Ferguson chat all things practice sessions on the driving range in Dubai. #HeroDubaiDesertClassic | #RolexSeries

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41,129 просмотров • 6 месяцев назад

"I know it's been reported there was an acrimonious fallout, what is staggering to me is how the club actually functioned as well as it did." 🗣️ Caroline Wilson on the Western Bulldogs' handling of Luke Beveridge and Chris Grant

"I know it's been reported there was an acrimonious fallout, what is staggering to me is how the club actually functioned as well as it did." 🗣️ Caroline Wilson on the Western Bulldogs' handling of Luke Beveridge and Chris Grant

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64,300 просмотров • 1 год назад

Sam Altman on Elon Musk 🔊 “This is tremendously sad.. I grew up with Elon as like a mega hero. I thought what Elon was doing was absolutely incredible for the world. And I'm still, of course, I mean I HAVE DIFFERENT FEELINGS ABOUT HIM NOW, but I'm still glad he exists… And not just because, no I mean that genuinely, not just because I think his like companies are awesome, which I do think, but because… I think he like at a time when most of the world was not thinking very ambitiously, he pushed a lot of people, me included, to think much more ambitiously. And…….. I'm grateful is like the wrong kind of word,…but I'm like thankful. I'm positive about that. You know, we started OpenAI together and then at some point he like totally lost faith in OpenAI and decided to go his own way. And that's fine too, but I think of Elon as a builder and someone who like, you know….. known thing about Elon, he really cares about being the guy. But I think of him as someone that if he is not, that just competes in the market and in technology and whatever else and doesn't resort to lawfare and, you know, whatever the stated complaint is, what I believe is he's just like, he's a competitor and we're doing well. And that's sad to see.”

Sam Altman on Elon Musk 🔊 “This is tremendously sad.. I grew up with Elon as like a mega hero. I thought what Elon was doing was absolutely incredible for the world. And I'm still, of course, I mean I HAVE DIFFERENT FEELINGS ABOUT HIM NOW, but I'm still glad he exists… And not just because, no I mean that genuinely, not just because I think his like companies are awesome, which I do think, but because… I think he like at a time when most of the world was not thinking very ambitiously, he pushed a lot of people, me included, to think much more ambitiously. And…….. I'm grateful is like the wrong kind of word,…but I'm like thankful. I'm positive about that. You know, we started OpenAI together and then at some point he like totally lost faith in OpenAI and decided to go his own way. And that's fine too, but I think of Elon as a builder and someone who like, you know….. known thing about Elon, he really cares about being the guy. But I think of him as someone that if he is not, that just competes in the market and in technology and whatever else and doesn't resort to lawfare and, you know, whatever the stated complaint is, what I believe is he's just like, he's a competitor and we're doing well. And that's sad to see.”

NIK

388,967 просмотров • 1 год назад

I think people that are scared of beavers are the people that like to manage the land completely as if it's a garden. Farmers and people that breed birds for game shooting and all that kind of stuff. I mean, for them, the land is only natural when it's what they've set it out to be, to look like and to have in it. Beavers are wild creatures, they do their own thing but they’re superb for flood water management, an issue that we have to deal with, as the climate crisis continues to bite - they are also fantastic for habitat creation. An issue we have to deal with because we've lost so much of our wildlife.

I think people that are scared of beavers are the people that like to manage the land completely as if it's a garden. Farmers and people that breed birds for game shooting and all that kind of stuff. I mean, for them, the land is only natural when it's what they've set it out to be, to look like and to have in it. Beavers are wild creatures, they do their own thing but they’re superb for flood water management, an issue that we have to deal with, as the climate crisis continues to bite - they are also fantastic for habitat creation. An issue we have to deal with because we've lost so much of our wildlife.

Dale Vince

14,374 просмотров • 7 месяцев назад

Roy Hattersley's plea to Gordon Brown on the eve of the 2000 budget: 'So this is my message to Gordon Brown. You've got money to spend as a result of 2.5 years of prudence. If you use it to cut taxes, particularly for the well off, that would be a betrayal of all you and I stand for. There are people out there who need it. They need it spent on their hospitals, need it spent on their schools, need it spent on their pensions. That's what you ought to do tomorrow. Not simply to keep a promise, but to keep faith with all that the Labour Party stands for'.

Roy Hattersley's plea to Gordon Brown on the eve of the 2000 budget: 'So this is my message to Gordon Brown. You've got money to spend as a result of 2.5 years of prudence. If you use it to cut taxes, particularly for the well off, that would be a betrayal of all you and I stand for. There are people out there who need it. They need it spent on their hospitals, need it spent on their schools, need it spent on their pensions. That's what you ought to do tomorrow. Not simply to keep a promise, but to keep faith with all that the Labour Party stands for'.

Richard Johnson

36,034 просмотров • 1 месяц назад

Two years ago today, Elon Musk introduced xAI with these words: “The overarching goal of xAI is to build a good AGI with the purpose of trying to understand the universe. I think the safest AI, the safest way to build an AI is actually make one that is maximally curious and truth seeking. So you go for try to aspire to the truth with acknowledged error. Does one ever actually get fully to the truth? It's not clear, but one should always aspire to that and try to minimize the error between what you think is true and what is actually true. My theory behind the maximally curious, maximally truthful as being probably the safest approach is that I think to a superintelligence, humanity is much more interesting than not humanity. One can look at the various planets in our solar system, the moons and the asteroids, and really probably all of them combined are not as interesting as humanity. As people know, I'm a huge fan of Mars, but Mars is just much less interesting than Earth with humans on it. And so I think that that kind of approach to growing an AI, and I think that is the right word for it, growing an AI is to grow it with that ambition. I've spent many years thinking about AI safety and worrying about AI safety. And I've been one of the strongest voices calling for AI regulation or oversight just to have some kind of oversight, some kind of referee, so that it's not just up to companies to decide what they want to do. I think there's also a lot to be done with AI safety, with industry cooperation. I kind of like Motion Pictures association, so I think there's value to that as well. But I do think there's got to be some like in any kind of situation that is, even if it's a game, they have referees. So I think it is important for there to be regulation. Like I said, my view on safety is like try to make it maximally curious, maximally truth seeking. And I think this is, this is important that you to avoid the inverse morality problem. Like if you try to program a certain morality, you can have the, you, you can basically invert it and get the opposite, what is sometimes called the Waluigi problem. If you make Luigi, you risk creating Waluigi at the same time. So I think that's a metaphor that a lot of people can appreciate.”

Two years ago today, Elon Musk introduced xAI with these words: “The overarching goal of xAI is to build a good AGI with the purpose of trying to understand the universe. I think the safest AI, the safest way to build an AI is actually make one that is maximally curious and truth seeking. So you go for try to aspire to the truth with acknowledged error. Does one ever actually get fully to the truth? It's not clear, but one should always aspire to that and try to minimize the error between what you think is true and what is actually true. My theory behind the maximally curious, maximally truthful as being probably the safest approach is that I think to a superintelligence, humanity is much more interesting than not humanity. One can look at the various planets in our solar system, the moons and the asteroids, and really probably all of them combined are not as interesting as humanity. As people know, I'm a huge fan of Mars, but Mars is just much less interesting than Earth with humans on it. And so I think that that kind of approach to growing an AI, and I think that is the right word for it, growing an AI is to grow it with that ambition. I've spent many years thinking about AI safety and worrying about AI safety. And I've been one of the strongest voices calling for AI regulation or oversight just to have some kind of oversight, some kind of referee, so that it's not just up to companies to decide what they want to do. I think there's also a lot to be done with AI safety, with industry cooperation. I kind of like Motion Pictures association, so I think there's value to that as well. But I do think there's got to be some like in any kind of situation that is, even if it's a game, they have referees. So I think it is important for there to be regulation. Like I said, my view on safety is like try to make it maximally curious, maximally truth seeking. And I think this is, this is important that you to avoid the inverse morality problem. Like if you try to program a certain morality, you can have the, you, you can basically invert it and get the opposite, what is sometimes called the Waluigi problem. If you make Luigi, you risk creating Waluigi at the same time. So I think that's a metaphor that a lot of people can appreciate.”

ELON CLIPS

21,519 просмотров • 1 год назад