Sauli ja Juha syventyvät suosituksien ja tavoitehintojen toimintaan. Podissa avataan ajatuksia suositusmuutoksien ja hyväksyttävien arvostustasojen taustalla. Lisäksi kaksikko käsittelee osakekurssien ja tavoitehintojen yhteyttä.

00:00 Alkusanat
07:28 Miksi analyytikoiden ennusteet ovat tyypillisesti liian positiivisia?
 13:58 Seuraavatko tavoitehinnat osakekurssien muutosta?  
20:08 Arvonmäärityksen työkalut (DCF, verrokkianalyysi, historiallinen arvostus) 
1:02:05 Tavoitehinta vs. käypä arvo
 1:06:25 Muutokset tavoitehinnoissa
 1:09:56 Muutokset hyväksytyissä arvostustasoissa
1:18:02 Seuraavatko tavoitehinnat osakekursseja?
 1:24:56 Suositusten merkitys ja määritelmä 
1:38:50 Yhteenveto

inderesPodi 117: Suositukset ja tavoitehinnat (7.2.2022)

Minimal Peace  (disquiet0530)

Bob Moriarty discusses Ukraine losing the war and how someone in the military might assassinate Zelensky. WEF is desperate, losing, and will fail. In his 2016 book "Art of Peace" he predicted a collapse of the banking system and the world's first worldwide revolution which he believes is now just starting. We're going to have some of the most significant and rapid changes in world history in the upcoming months. The United States is falling into the same trap as the Roman Empire. He discusses strategic relocation and why he ended up in Europe.

*Support Geopolitics & Empire:
Donate https://geopoliticsandempire.com/donations
Consult https://geopoliticsandempire.com/consultation
Become a Member https://geopoliticsandempire.com/become-member
Become a Sponsor https://geopoliticsandempire.com/sponsors

**Visit Our Sponsors
Expat Money Show & Summit https://expatmoney.com
Unz Review https://www.unz.com/page/covid-biowarfare-articles
Nomos Time Bank https://www.nomos.net
Borderless Health Insurance http://www.borderlesshealthinsurance.com

Websites
321 Gold http://321gold.com
321 Energy http://321energy.com
Robert Moriarty's BOOKS https://www.amazon.com/Robert-Moriarty/e/B01A9I4TJU

About Robert Moriarty
Robert Moriarty was born in New York state in 1946. He began training as a military pilot in 1965 and became the youngest Naval Aviator during the Vietnam War in 1966. With two years in Vietnam and some 832 missions in combat, he left the Marine Corps in 1970. He worked in computers for a few years before beginning a 2nd career as a ferry pilot delivering small airplanes all over the world. He made over 240 ocean crossings mostly in single engine airplanes.

He and his wife of 25 years were computer consultants and began one of the earliest online computer retail outlets in 1995 before retiring in 2000. He began another career running a financial website in 2001 specializing in resource companies. He continues to travel the world looking for the next great mineral discovery and writes in his spare time.

*Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Bob Moriarty: On the Cusp of the World's First Worldwide Revolution #310

a track by Marco Lucchi reworked by Walter Fini

ottobre 2022

Walter Fini & Marco Lucchi - Regenbogenekstase (Teil 1)

Gabriel Custodiet discusses the intellectual history of the era which spawned the true death of privacy: 1890-1930. He argues that during this time the concepts of the plasticity of man found in Darwinism and liberalism led to the birth of statism and of eugenics, as well as the belief that we have inherited today: that a scientific elite can and should try to solve all of society’s problems. Privacy as an explicit concern arises during this time as a response to growing centralization: centralization being the antithesis of privacy.

*Support Geopolitics & Empire:
Donate https://geopoliticsandempire.com/donations
Consult https://geopoliticsandempire.com/consultation
Become a Member https://geopoliticsandempire.com/become-member
Become a Sponsor https://geopoliticsandempire.com/sponsors

**Visit Our Sponsors
Above Phone https://abovephone.com/?above=geopolitics
Nomos Time Bank https://www.nomos.net
Borderless Health Insurance http://www.borderlesshealthinsurance.com

Websites
Watchman Privacy https://watchmanprivacy.com
The Watchman Guide to Privacy https://watchmanprivacy.com/book
Watchman Privacy Podcast https://watchmanprivacy.com/podcast

About Gabriel Custodiet
Gabriel Custodiet is host of The Watchman Privacy Podcast. He has been living a privacy lifestyle for many years and figuring things out from research and sheer experimentation. He enjoys consulting and teaching others to live more genuine lives through techniques of secrecy and the cultivation of a worldview that sustains individual freedom.

*Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Gabriel Custodiet: An Intellectual History of the Era that Spawned the Death of Privacy #343

Disquiet Junto Project 0581: Helsinki Downspout

The Assignment: Use a rhythmic field recording as the foundation for a new track.

Step 1: This is a shared sample project, one in which all the participants will utilize the same provided recording, about a minute and a half long, as the rhythmic element for their own music. Access the track, originally recorded by Scott Fletcher and used with his permission, here:

https://soundcloud.com/disquiet/helsinki-downspout 30

Step 2: Listen to the provided track several times. Think about ways to map its content, perhaps making notations about when certain unique, momentary aspects surface.

Step 3: Record an original piece of music for which the provided music is the underlying rhythm. You might take this quite literally, using the source as it is, resulting in a track that is precisely 1:35 long. Alternately, you might elect to sample and rework the source material. If you go the latter route, make certain that the original sound is, at least at some point in the finished track, recognizable.

Step 4: Because this is a Creative Commons resource, be sure to identify Scott Fletcher as the original recorder of the source material, and include a link to the source track. Identify the license as: Attribution-NonCommercial-ShareAlike 3.0 Unported (CC BY-NC-SA 3.0).

Eight Important Steps When Your Track Is Done:

Step 1: Include “disquiet0581” (no spaces or quotation marks) in the name of your tracks.

Step 2: If your audio-hosting platform allows for tags, be sure to also include the project tag “disquiet0581” (no spaces or quotation marks). If you’re posting on SoundCloud in particular, this is essential to subsequent location of tracks for the creation of a project playlist.

Step 3: Upload your tracks. It is helpful but not essential that you use SoundCloud to host your tracks.

Step 4: Post your track in the following discussion thread at llllllll.co:

https://llllllll.co/t/disquiet-junto-project-0581-helsinki-downspout/

Step 5: Annotate your track with a brief explanation of your approach and process.

Step 6: If posting on social media, please consider using the hashtag #DisquietJunto so fellow participants are more likely to locate your communication.

Step 7: Then listen to and comment on tracks uploaded by your fellow Disquiet Junto participants.

Step 8: Also join in the discussion on the Disquiet Junto Slack. Send your email address to marc@disquiet.com for Slack inclusion.

Note: Please post one track for this weekly Junto project. If you choose to post more than one, and do so on SoundCloud, please let me know which you’d like added to the playlist. Thanks.

Additional Details:

Length: The length is up to you. How long did the rain last?

Deadline: Deadline: This project’s deadline is the end of the day Monday, February 20, 2023, at 11:59pm (that is, just before midnight) wherever you are. It was posted on Thursday, February 16, 2023.

Upload: When participating in this project, be sure to include a description of your process in planning, composing, and recording it. This description is an essential element of the communicative process inherent in the Disquiet Junto. Photos, video, and lists of equipment are always appreciated.

Download: It is always best to set your track as downloadable and allowing for attributed remixing (i.e., a Creative Commons license permitting non-commercial sharing with attribution, allowing for derivatives).


Thanks to Scott Fletcher for having provided the original material. It is used thanks to a Creative Commons license: Attribution-NonCommercial-ShareAlike 3.0 Unported (CC BY-NC-SA 3.0). Original track at: https://soundcloud.com/disquiet/helsinki-downspout/ 30

More on the Disquiet Junto at: https://disquiet.com/junto/

Subscribe to project announcements here: https://tinyletter.com/disquiet-junto/

Project discussion takes place on llllllll.co: https://llllllll.co/t/disquiet-junto-project-0581-helsinki-downspout/

Like a butterfly caught inside - disquiet0581

Analyytikot Thomas Westerholm ja Rauli Juva keskustelevat tässä podissa kuluttajatuoteyhtiöistä. 

inderesPodi 78: Kuluttajasektori (16.10.2020) https://www.inderes.fi/fi/videot/inderespodi-78-kuluttajasektori-16102020

Aiheet: 
00:00 Aloitus
00:41 Kuluttajatuoteyhtiö
05:51 Kysyntä
14:57 Kasvu
20:12 Yritysostot
26:20 Strategia
34:50 Jakelukanavat
43:45 Näkymät

inderesPodi 149: Kuluttajatuoteyhtiöt (17.3.2023)

NATO leaders met in Lithuania this week, and Finland and Sweden are now joining NATO, continuing the vast expansion of the military alliance. Ukraine was promised a path to NATO membership — despite the risk of further widening the war in Ukraine. Where is the newly emerging world order headed? How will the increasing contradictions resolve? And how can we better understand this historical moment to bring about an end to the scourge of imperialist war?

Brian Becker is joined by Vijay Prashad, the Executive Director of the Tricontinental Institute for Social Research, Chief Editor of LeftWord Books, and a prolific author, most recently with Noam Chomsky of “The Withdrawal: Iraq, Libya, Afghanistan, and the Fragility of U.S. Power.”

Please make an urgently-needed contribution to The Socialist Program by joining our Patreon community at https://patreon.com/thesocialistprogram. We rely on the generous support of our listeners to keep bringing you consistent, high-quality shows. All Patreon donors of $5 a month or more are invited to join the monthly Q&A seminar with Brian.

NATO Expands, Again. Will the Ukraine War Spread? w/ Vijay Prashad

Suomi-neito makaa kanveesissa ja sote-sotku sen kuin syvenee. Miten valtiontalous saataisiin kuntoon ja Suomi pois “Kreikan tieltä” – tieltä, jolta Kreikka itsekin näyttää jo päässeen kohti vehreämpiä oliivilehtoja? #rahapodi-vieraana valtiovarainministeriön budjettipäällikkö Mika Niemelä. Miikka Luukkonen ja Martin Paasi haastattelevat.

0:00 Intro
2:00 Vieraan taustoja
7:48 "Niemelän lista"
12:42 Miten kasvua Suomeen, VM?
20:46 Miksi Suomi-neito on nyt ns. teho-osastolla?
28:20 Euro vs. markka
32:21 Hyvinvointialueiden budjetit
41:41 Sukupolvien välinen kuilu
44:50 Korot
47:40 Pelastuspakettia paketin päälle
53:38 Kaikki etsimään säästökohteita
59:09 Isot virrat vs. pienet purot
1:03:59 Niemelän leikkauslista
1:08:31 Mika Niemelä, Bad Cop?
1:14:15 Kolme tärkeintä toimenpidettä

Vastuunrajoitus.

Rahapodiin kerätyt tiedot on voitu hankkia useista eri julkisista lähteistä. Nordnetin pyrkimyksenä on käyttää luotettavaa ja kattavaa tietoa, mutta tämä ei sulje pois mahdollisuutta siitä, että tiedoissa ei voisi esiintyä virheitä. Nordnet ja sen palveluksessa oleva henkilökunta eivät vastaa vahingoista, jotka aiheutuvat tässä rahapodissa kuultujen tietojen käytöstä tai näiden perusteella tehtävien sijoituspäätösten taloudellisesta tuloksesta.

Mikään tässä rahapodissa esitetty ei ole, eikä sitä tule käsittää sijoitussuositukseksi, tarjoukseksi tai kehotukseksi ostaa tai myydä rahoitusvälineitä. Sijoittajan tulee sijoituspäätöksiä tehdessään perustaa päätöksensä omaan tutkimukseensa, arvioonsa rahoitusvälineen arvoon vaikuttavista seikoista ja ottaa huomioon omat tavoitteensa, taloudellinen tilanteensa sekä tarvittaessa käytettävä neuvonantajia. Sijoitustoimintaan liittyy aina riskejä. Sijoittajan tulee myös ymmärtää, että historiallinen kehitys ei ole tae tulevasta.

Tässä rahapodissa esitetyn tiedon sisältö voi muuttua milloin tahansa. Nordnet ei sitoudu ilmoittamaan mahdollisista materiaalin sisällön muutoksista. Tämä rahapodi on tarkoitettu ainoastaan kuuntelijan yksityiseen käyttöön. Materiaalin muokkaaminen, levittäminen ja kaupallinen hyödyntäminen ilman Nordnetin kirjallista lupaa on kielletty.

Nordnet eri kanavissa:
Kotisivut: https://www.nordnet.fi
Google Play: https://play.google.com/store/apps/details?id=com.nordnet&hl=fi
App Store: https://apps.apple.com/fi/app/nordnet/id345038631
Nordnet Blogi: https://blogi.nordnet.fi/
Facebook: https://www.facebook.com/nordnetsuomi/
X (ent. Twitter): https://www.twitter.com/nordnetfi
Youtube: https://www.youtube.com/nordnetsuomi
Instagram: https://www.instagram.com/nordnetsuomi/
Linkedin: https://www.linkedin.com/company/nordnet-bank-ab
TikTok: https://vm.tiktok.com/ZMR53BsU6/

Mistä kestävää kasvua, Mika Niemelä? | #rahapodi 347

In this episode of the Mel K Show, Matt continues his lecture series on 'The Dynamics of the Holy Land' with a deep dive into Khazaria. Is it the evil Mordor of all things evil as so many believe or was it possibly a positive force in world history?

Matt and Cynthia's books:
https://canadianpatriot.org/untold-history-of-canada-books/

Support the Canadian Patriot Review in the following ways:

1) Make a donation to the Canadian Patriot
www.patreon.com/canadianpatriot
canadianpatriot.org/support-us/
2) Subscribe to Matt and Cynthia's Substack
matthewehret.substack.com
cynthiachung.substack.com
3) Buy some books!
https://canadianpatriot.org/untold-history-of-canada-books/

4) Subscribe to our Telegram Channels
t.me/CanadianPatriotPress

Since it is likely just a matter of time before this Youtube channel gets suspended again or taken down entirely, check out our alternative platforms:

On Rumble
rumble.com/user/MattEhret
On Bitchute:
www.bitchute.com/channel/FPD8fbk6o541/
On Soundcloud:
@user-944855923-787575842
On Telegram: T.me/Canadianpatriotpress

Correcting the Record on Khazaria [Mel K Show with Matt Ehret]

Dr. Francis Boyle discusses the coronavirus outbreak in Wuhan, China and the Biosafety Level 4 laboratory (BSL-4) from which he believes the infectious disease escaped. He believes the virus is potentially lethal and an offensive biological warfare weapon or dual-use biowarfare weapons agent genetically modified with gain of function properties, which is why the Chinese government originally tried to cover it up and is now taking drastic measures to contain it. The Wuhan BSL-4 lab is also a specially designated World Health Organization (WHO) research lab and Dr. Boyle contends that the WHO knows full well what is occurring.

*Support/Donate to Geopolitics & Empire:
SubscribeStar https://www.subscribestar.com/geopolitics
PayPal https://www.paypal.me/geopolitics
Bitcoin http://geopoliticsandempire.com/bitcoin-donate

Show Notes
Interview with Francis Boyle on Biowarfare: U.S. Germ Warfare Program a "Criminal Enterprise" https://worldbeyondwar.org/boyle-charges-u-s-germ-warfare-program-is-criminal-enterprise
Anthrax War (documentary): https://www.youtube.com/watch?v=PquqlX8wnT0
Weaponizing Biotech – China’s War for Biological Dominance https://greatgameindia.com/weaponizing-biotech-chinas-war-for-biological-dominance
China Wants Wuhan Activists to Stay Out of Its War on Pollution https://www.bloomberg.com/features/2020-china-wuhan-pollution
2019: Gates Foundation, Others, Simulate, Outbreak of Novel Coronavirus http://www.centerforhealthsecurity.org/event201/about
2017: Inside Chinese lab poised to study world's most dangerous pathogens https://www.nature.com/news/inside-the-chinese-lab-poised-to-study-world-s-most-dangerous-pathogens-1.21487
2015: Lab-Made Coronavirus Triggers Debate https://www.the-scientist.com/news-opinion/lab-made-coronavirus-triggers-debate-34502

Website
https://law.illinois.edu/faculty-research/faculty-profiles/francis-boyle

Books
https://law.illinois.edu/faculty-research/faculty-profiles/francis-boyle/#publications

About Francis Boyle
Francis Boyle is a professor of international law at the University of Illinois College of Law. He received an AB (1971) in Political Science from the University of Chicago, then a JD degree magna cum laude from Harvard Law School, and AM and PhD degrees in Political Science from Harvard University. He practiced tax and international tax with Bingham, Dana & Gould.

Professor Boyle serves as counsel to Bosnia and Herzegovina and to the Provisional Government of the Palestinian Authority. He also represents two associations of citizens within Bosnia and was involved in developing the indictment against Slobodan Milosević for genocide, crimes against humanity, and war crimes in Bosnia and Herzegovina.

Over his career, he has represented national and international bodies including the Blackfoot Nation (Canada), the Nation of Hawaii, and the Lakota Nation, as well as numerous individual death penalty and human rights cases. He has advised numerous international bodies in the areas of human rights, war crimes and genocide, nuclear policy, and bio-warfare. From 1991-92, he served as Legal Advisor to the Palestinian Delegation to the Middle East Peace Negotiations.

Professor Boyle served on the Board of Directors of Amnesty International, as a consultant to the American Friends Service Committee, and on the Advisory Board for the Council for Responsible Genetics. He drafted the U.S. domestic implementing legislation for the Biological Weapons Convention, known as the Biological Weapons Anti-Terrorism Act of 1989, that was approved unanimously by both Houses of the U.S. Congress and signed into law by President George H.W. Bush.

*Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Francis Boyle: Wuhan Coronavirus is an Offensive Biological Warfare Weapon #131

Inderes on linkki sijoittajien ja pörssiyhtiöiden välillä. Palvelemme laajaa sijoittajayhteisöämme tarjoamalla palkittua osakeanalyysia ja näkemyksellisiä sisältöjä yli sadasta suomalaisesta pörssiyhtiöstä.

inderesPodi 117: Suositukset ja tavoitehinnat (7.2.2022)

Inderes

Related tracks