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Why I Don’t Like Bill Ackman’s UMG Deal

welcome everyone time for an update we,have a lot of different subjects to,cover in today's video as always,we're going to be going over my,portfolio as you know this story fund,this is the growth centric portfolio i,have a lot of different holdings in it,and they all have commonalities i think,that they're they're fast growing,rapidly expanding reliable income,uh technology companies that have big,addressable markets they have big,opportunities that they can take,advantage of now,we're gonna we're gonna do an update on,this portfolio so let you know how the,performance,is we'll benchmark it against the s p,500 but,another thing i want to talk about is,this holding right here,psth pershing square taunting,holdings however you pronounce that it's,bill ackman's spec,it's the big spec the spec to end all,specs,we've been waiting for about a year for,this investors have been,excitedly and patiently waiting with,bill ackman the,the man himself the legendary investor,for what he's going to select with the,four billion dollars he has for the spec,now,as it turns out the target for this was,none other than universal music group,and the reaction i would say to put it,mildly has been mixed,to be more direct i would say that it,was,overwhelmingly uh underwhelming that the,majority of people were underwhelmed by,this,this selection now in my opinion just to,give you a little synopsis i'm,a part of the group that was initially,underwhelmed with this and,for various reasons i think that a lot,of the things that umg is doing,is being replaced by spotify and,different music apps like that i think,that umg and,the the label itself what type of value,do they offer right they,they own music they license it out,they used to do production and,distribution of music but now,spotify does that and apple music does,that they help,artists get discovered through their,algorithms to help promote them and,social media,they help them connect with the end user,i just see umg is,an older company that's that's a little,bit in my opinion riding on the,coattails of its previous,business what it previously did which,was really promote artists so we're,going to talk about the whole deal i'll,give,some context and some information some,background,of why bill ackman selected universal,music group,we'll unpack the whole situation and,take a look at it another thing i want,to look at,is another holding in my portfolio which,is twilio this is a new addition,if you're familiar with twilio you're,probably a software developer because,that's who,typically interacts with the company,itself it's a company that helps you,automate,all sorts of different interactions for,instance anything where you're receiving,automated text messages where they say,like hey,hit stop or type back stop right for us,to stop texting you,that's probably done using twilio they,automate all the text messaging,phone calls they automate a lot of stuff,that data centers do they have,web hooks and apis and all sorts of,ana

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Spring Summit 2021: Media & Ad

now more than ever,innovative technologies are fueling,change and sparking new ways of thinking,collaboration between corporations and,startups is key to staying at the,forefront of these trends,however finding the right startups can,be expensive,consuming and ineffective but plug and,play is here to help,as a corporate partner you will gain,access to a whole ecosystem of,innovation,discover startups that meet your tech,interests,stay updated on the latest trends and,network with industry peers,we will help you during every stage of,your innovation journey,no matter where you are and where you,want to go,get in touch today,how do you track your team's innovation,efforts however that is,we've got an easier way let us introduce,playbook,playbook is plug and play's innovation,software it is an exclusive tool only,available for our ecosystem's corporate,partners,with it you and your team will be able,to browse your curated startups database,create discover and rate lists of,startups,track your engagement pilots and,investments,analyze data from the tech ecosystem,organize private sessions with select,startups,and so much more,hundreds of corporations count on,playbook to empower their innovation,journey,get in touch to start using playbook,today,hello i'm will decker director of the,media advertising program,you're here at day three of plug and,play spring summit,and this is the median advertising batch,three,expo we could not be more excited we're,still,just getting started in this new program,along with some of our founding partners,if you're joining us in the audience,today and it's your very first,plug-and-play event,it's great to know that plug-and-play,has been very active,and very lucky within the innovation,space connecting,some of the greatest startups with the,leaders within the industries they work,in,what we do typically is we have a lot of,activity on venture capital we're the,most,active venture capitalist in silicon,valley for early stage investments,and plug and play also has over 500,corporate partners,around the world in various industries,that come to work with us to solve some,of their most difficult problems,and grab hold of the most incredible,opportunities,engaging with the external community and,the world of startups,we also have different industries with,open programs,where leaders in the industry define,themes and plug and play runs programs,to bring in the most incredible,entrepreneurs all over the world to,solve those problems,that's what we're doing today at media,and advertising,we have a group of incredible founding,partners that have worked with us,and new ones that are joining to define,themes,and then get the technology that's,transforming the industry,tested into pilots into proof of,concepts and then scaled,throughout so what we're doing today is,we're focusing on different themes,we have themes around content generation,and consumption,that's always evolving and changing how,things are produced,and then the way pe

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Zack Tabudlo - Binibini (Official Music Video)

Binibini,Alam mo ba kung pano nahulog sa 'yo,Naramdaman lang bigla ng puso,Aking sinta ikaw lang nagparamdam nito,Kaya sabihin mo sa 'kin,Ang tumatakbo sa isip mo,Kung mahal mo na rin ba ako,Isayaw mo ako,Sa gitna ng ulan mahal ko,Kapalit man nito'y buhay ko,Gagawin ang lahat para sa 'yo,Alam kong mahal mo na rin ako,Binibini,Sabi mo noon sa 'kin ayaw mo pa,Pero ang yakap ngayo'y kakaiba,Hindi ka ba nalilito,Totoo na bang gusto ako,'Wag nang labanan ang puso,Alam kong mahal mo na ko,Kung ganon halika na't wag lumayo,Isayaw mo ako,Sa gitna ng ulan mahal ko,Kapalit man nito'y buhay ko,Gagawin ang lahat para sa 'yo,Alam kong mahal mo na rin ako,Isayaw mo ako,Sa gitna ng ulan mahal ko,Kapalit man nito'y buhay ko,Gagawin ang lahat para sa 'yo,Alam kong mahal mo na rin ako

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Mandolin: Activating Your Data to Drive Fan Growth

oh hi everyone I'm Sharon Tapper I'm the,executive director of the music managers,Forum us the mmfus uh great to see folks,here today if you are new to the MMF us,uh welcome if you've participated before,welcome back,uh for the less familiar uh of those,here I'll just give you a quick uh,background on who we are established in,1993 the mmfus is the leading trade,Association for artist managers and,self-managed artists in the US,we Endeavor to service the needs of this,community in the form of webinars like,today's,networking opportunities,at our our music Summits and our,community made up happy hours that take,place Nationwide,um we also work really hard on advocacy,and are always trying to,um Provide support and a legislative,level,um for managers and on behalf of,managers and the artists that they,manage in the self-managers who are part,of our community and quite honestly the,whole music ecology at large we are a,registered 501c6 non-for-profit,organization we rely on School of our,members and the generosity of our,sponsors to provide our programming if,you aren't already a member,uh please consider joining you can do,that on our website and just click the,join button on the membership page,um if you want to stay informed of our,events as they are announced simply sign,on for our newsletter and our website,and that's mmfus.com follow us on our,social media channel subscribe to our,YouTube channel uh and that's where once,edited this webinar will appear so you,can re-watch it at your leisure,um the MMF is also part of a larger,organization we're part of the INF which,is the international music managers,Forum uh they represent music manager,forums in more than 60 countries around,the world uh in Europe Latin America,um Asia Australia New Zealand Africa,it's it's it's a great organization and,we interact with those uh other mmfs as,much as we can it enables us to connect,artist managers across business,opportunities globally,and it's a wonderful Dynamic that I,really enjoy when we're able to do those,events now the reason we're all here,please join me in welcoming mandolin's,vice president of marketing Evelyn,Thompson and artist manager Mike Kopp,who are here today to discuss new,tactics to engage fans in the future of,artists,so we're super excited to be here today,um It's Hot Topic on everyone's mind how,do I harness the power of my data to,drive fan growth Drive Revenue,opportunity and,I'd love to give you a little bit of,background on ourselves but before I,talk about myself,star of the hour is actually Mike so,Mike can you give everyone a little bit,on your background,sure welcome everybody uh um dialing in,from rainy Nashville Tennessee,uh sure my my background I'll just give,a quick quick summary uh I've only been,in the music,industry for about 10 years,prior to that uh for about 30 plus years,I was in the political Arena working uh,in the federal state and local,government political arenas,um involved in about 250 political,campaigns inc

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Facebook Stock! FB Stock - Risks / Rewards and 200% Upside?

hi today we're talking about facebook,stock the ticker is,fb a lot of people know about it it's a,huge company over 3.2,billion people use one of their core,services every day,2.5 billion people use facebook service,every day and,and the reality is i use a facebook,service every day,and the reality is there's only 4.7,billion people,on the planet that have internet access,you got to back out,you know a country like china that has a,great chinese firewall,so that means about 80 of internet users,are using the facebook platform i mean,that that is just an exceptional figure,it reflects that you're looking at an,exceptional company and it reflects,ultimately the social nature of mankind,we'll get into these aspects in a second,but it's also a lightning rod in a lot,of ways you know comedian,sasha baron cohen he thinks that uh mark,zuckerberg is evil and facebook's,effectively an evil platform and they,haven't done enough,to silence the wrong doers that are out,there that are spreading,bad information or wrong information uh,and don't get me wrong,there are people that are misusing the,internet and facebook is inherently part,of the internet that's out there,and shareholders should have concerns,about this and other things as well,like you know every month it seems like,there's a new stressor,for facebook shareholders you know these,advertisers are boycotting facebook or,the delete facebook memes you know,starts picking up or,you know you have faster growth,competitors start showing up tick tock,signal um there's new legislative or,technology risks,and then you know you block the,president of the united states,you should expect that there are going,to be consequences so what are my,thoughts ultimately i think,facebook is an exceptional company it's,by far,one of the best financial models in the,world in terms of businesses,you know in terms of numbers that you're,going to look at and based on the back,of the envelope evaluation,that i talk about towards the end of,this video i think in an upside scenario,shareholders could see,over 200 return in the coming years i'll,talk about that later on in this video,but keep in mind it's not without risks,and let me let me do a quick plug so,that way you can you know before we do,this detailed into,into facebook let me give a quick plug,so you know what you're watching,my name is daniel you're watching,unrivaled investing this is a no hype,mission focus channel to try to find you,exceptional companies,and unrivaled investments if you enjoy,learning about potential multi-baggers,make sure you subscribe multibaggers are,the type of stocks that go up hundreds,of thousands of percent,if you're already a subscriber i really,do appreciate that thumbs up help spread,the proliferation of these videos so,others can,learn about it and if you want to follow,my personal journey to see what stocks,i'm buying and selling what do i hold,go to unrivaled investing.com click on,journey now let's dig in,to analyze facebook and so

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YouTube Won't Exist In 5 Years. Here's Why.

in five or ten years it's very possible,that youtube may no longer exist with a,few bad decisions youtube could soon,become the new myspace and right now it,looks like tick tock would take its,place with tick tock developing a system,for 10 minute plus videos in its attempt,to destroy youtube but even today with,its short addictive videos tick tock's,growth is soon going to overtake,youtubes youtube was made 17 years ago,and amassed over 2.1 billion active,monthly users in this time however in,just two years tate talk has amassed,over 1 billion active monthly users and,it shows no signs of stopping which is,why some of the biggest youtubers and,creators are moving their content onto,tick tock and hedging their bets against,youtube and now investors are also,following suit with recent studies,showing that gen z now engages with tick,tock far more than youtube and while,some like mr beast the certain of,youtube's continued growth due to,youtube being pre-installed on every,android phone and youtube stolen revenue,model this could all change very soon in,as soon as five years youtube could soon,lose its monopoly on video content so,what caused youtube's decline and how,did tick tock manage to take over the,titan that is youtube well this was,largely a result of a few key business,decisions that slowly poison youtube's,creativity and weirdly enough this all,started back with paypal,story of youtube starts with paypal at,the time paypal was revolutionary,changing banking and commerce,dramatically it was because of paypal,that everyone could buy and sell things,securely without the hassle of bank,transfers it was a quick simple process,to send money paypal's changes to the,online banking industry were,unprecedented but paypal was seizing on,just one tiny opportunity in the sea of,the whole internet and paypal employees,chad harley steve chen and jarrod karam,understood this they needed to build,their own internet project before it was,too late so their first idea was for a,site called tune and hook up a video,dating site where people could upload,videos of themselves to find dates but,like most silicon valley stories their,first idea would be a flop and tune in,hookup was abandoned however the paypal,employees weren't giving up this easy,because they didn't have time this was,their one shot to take over the internet,they just needed to get the right idea,where was their untapped demand what do,people want what value could they,provide it was why they were discussing,these thoughts that jared would talk,about janet jackson's nipple gate or in,other words the time when janet jackson,unleashed her breast to the public for a,micro second jared would mention how,hard it was to find any footage of the,incident it was almost impossible to go,back and watch this historic moment and,it was on this day that they had struck,gold this was the answer they'd been,looking for a market need with untapped,potential and no competition so the,paypal employees used the in

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The Truth About SEO for eCommerce Brands With Kevin Miller, CEO of GR0

welcome to the ecommerce profits podcast,where we feature top founders and,experts in the e-commerce industry and,take an in-depth look at the struggles,and successes in growing e-commerce,brands profitably,all right guys josh chin here i'm the,host of the ecommerce profits podcast,where we feature top experts and,entrepreneurs in the e-commerce industry,and go behind the scenes of the,struggles and successes in growing a,brand,now this episode is brought to you by,the ecommerce growth hackers facebook,group if you own or operate a direct,consumer e-commerce business you're,probably drowning in a sea of,conflicting information and advice from,people who may or may not have even been,in your shoes so skip the noise join the,ecommerce growth hackers facebook group,uh that's private learn from a curated,group of e-commerce founders and,operators and tap into the genius of,features specialists on e-com,growth and marketing and the best part,it's free,so uh check out the group on facebook,that's facebook.com,groups board slash ecommerce growth,hackers with a z at the end the link is,also in the description of this episode,and i'll see you guys on the inside,today's guest is someone i'm really,excited to speak with kevin miller uh so,kevin grew up in florida before moving,to washington dc to attend georgetown,university,uh he then moved to california to pursue,an entrepreneurial career in the,epicenter of tech,kevin's worked at google at their hq in,mountain view,for two years,um as well as smaller startups,looking to improve their online,advertising strategies and,most recently kevin was also the head of,growth and marketing and open listings,which was acquired by open door and he,then left open words co-found,grow that's called gr0,the country's fastest seo uh fastest,growing seo agency with his long-time,friend johnson secaris in 2020,uh so very recently,and since then he's grown from,zero to a run rate of 20 million dollars,with over,i want to say 100 employees kevin's all,right like across the entire group,oh yeah well we have about 77 full-time,employees and we have 100 writers so,it's approaching 200 total people that,are paid monthly,right that is that's incredible and grow,works with incredible brands like better,again ritual pressed juicery,universal music group and many many more,grow is one of the only seo,firms that my company kronos refers,business to,and that speaks a lot and we're also,uh a new client i'm not sure kevin if,you know that but i do i do i'm thrilled,by it yeah yeah i'm super excited um i'm,just about to get on board at uh,post bfcn and all that stuff,but i'm looking forward to that kevin,welcome to the show,thank you for having me i'm uh you know,i haven't really had a chance to do too,many podcasts and when we met at geek,out i was really impressed by,what you have built,um and i'm thrilled to chat with you you,know about about everything e-commerce,today,thank you,thank you so kevin talk to us a little,bit about your exp

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Talk Commerce | TJ Gamble BigCommerce

welcome to talk commerce where we talk,about how merchants agencies and,developers experience commerce this week,we interview tj gamble with jamerson we,discuss big commerce and how the choice,of a simple,is often better than complex for your,average merchant,we discuss his show e-commerce aholic,and how it has garnered worldwide fame,we close out the episode with another,pitch for a hackathon in orlando florida,in 2022,who doesn't love disney world and,hacking magento or other software or,whatever you want to do to get to,orlando florida magento creative,partnering with the client to help,fulfill their strategic growth serving,the world as an adobe gold partner and,big commerce elite partner,magento the code of commerce,this episode is sponsored by e-way,corporation the partner of choice for,technology infrastructure and enterprise,level digital solutions and aws select,consulting partner e-way corporation,forward together my name is brent,peterson and i'm your host please,remember to subscribe wherever you,download your podcasts and now,talk commerce welcome to talk commerce,this week i have tj gamble,tj go ahead and introduce yourself,hello tj here as brent said uh i am the,ceo and founder of jamerson an,e-commerce agency,and most folks know me from my,e-commerce-a-holic content we put out on,youtube but pretty much any social,channel,yeah and i just just done that note i i,have toured one of your one of your,distilleries in in dublin and it was,fantastic the free samples were great,uh my kids came along and my son is not,big in in jamerson jameson,and um,but i got his free sample so i,appreciate that,you make that joke but it was uh you,know when we started doing the,e-commerce aholic stuff and really dying,it around bourbon and you know having,having conversations around whiskey that,that was a a concern that we discussed,for quite some time before deciding it,doesn't really matter yeah so that does,bring up a good idea for a topic and i,know we didn't discuss should we talk,about,scotch versus whiskey versus bourbon and,then we go into japan and all their new,whiskies and actually have a i have a,whiskey from india that i got so but,maybe maybe we can do that on a,different show maybe one of your shows,sure let me know,all right so um,today i kind of wanted to go over big,commerce we haven't had anybody on the,on on my show yet that does a lot of big,commerce and i know that you do big,commerce and i'm interested in to get,your i'm interested in your perspective,and,what you feel about it and and uh and,then let's talk about some of the,strengths,yeah absolutely i mean we're a big fan,of big commerce you know obviously we,came from magento like a lot of a lot of,folks that you probably have had on the,show,uh we've been doing magento for as long,as magento has been doing magento we,picked it up in a beta in 2007 launched,our first site in 2008 and we we went,all in we did just about only that for,you know nine or so years and then we we,sta

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Setup And Launch Zendesk 7 Days

hey everybody in this presentation i'm,going to walk you through how to,minimize your zendesk spin up time go,live in seven days and save thousands of,dollars and dozens of hours on setup i,did this my name is tamir and i started,the zendesk solutions company called,adelante and after more than 60 zendesk,setups we're ready to make this,available for everybody so let's get,started,all right so let's dive in and so we're,going to speak about how you can,minimize your zendesk spin of time go,live in seven days or less and save,thousands of dollars and dozens of hours,on implementations so just before we,dive here here is a real quick,overview of customers we've worked with,a high tech zone they're an israeli,e-commerce club and they moved from a,local platform called combox,to zendesk and managed to take control,of their customer service again,proacti is a company from israel that,were trying to implement zendesk for,nine months and before reaching out to,us and we were able to make zendesk work,for them instead of them working for,zendesk,smartright,is a global company that sells their,children cards and they switch from,salesforce to zendesk and the unified,order support channels in a single,platform and they also connected zendesk,to their shopify and magento stores so,customers agents sorry have a clear 360,view of their customers,and terminal x is the largest e-commerce,brand in israel and we help them,implement automation e-commerce,automations that are doing the work of,20 customer service agents you can see,that in,november 21 black friday cyber monday,they had about 12 000 tickets coming,through the automation and about 11 000,were solved automatically,and they had a chatbot that deflected to,offline or solved um automatically 36,almost 36 percent of their charts,and they had about 28 000 uh duplicate,tickets that were solved also,automatically in total during november,21 they uh solved automatically 50 000,000 tickets,which come down to about 300 000,minutes of employees which is roughly,equal if you do the calculation,and to about two full time full 20 sorry,full-time employees,so who is this for,if you're a ceo or a customer experience,manager looking to implement zendesk,you're afraid your customer experience,level isn't where you want it to be and,you have constant pressure in the,customer service department then this is,for you,we're we've been working with ceos and,customer experience managers that have,been dealing mainly with unhappy,customers and we've been helping them,move to xander's get this up and running,and then improve their customer,experience operations substantially,so here's the truth you can make,significant time and cost savings,getting zendesk up and running you can,reduce the onboarding period getting it,working as quickly as possible you can,eliminate the risk of costly mistakes,and you can scale your business with,fewer employees than you think are,necessary,most of you you've probably researched,that you've bee

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Designs for Movies, Celebrities, Tv Shows and Music Artistes | Print On Demand Is it Safe ?

hello my goodness please on the internet,it's your boy with emmanuel,and in today's video i'm gonna be,answering the question if,it is lego to make,designs surrounding,movies artists celebrities songs song,lines,and the rest,now this video is inspired by,one of you,one of the viewers of this channel and,she also happens to be,a youtuber in,this,space i got print on demand,and we had a background for us to,realize later,to make designs as regards,artists movies you know using lines from,songs,and um,i'm going to go ahead and show you how,that conversation,went,okay i'm going to go ahead and show you,how the conversation went,her name is meg argoyou,and um i hope i'm pronouncing this the,right way so she,is of the opinion that,it's not lega like i said like i said,it's not legal to make you know,designs pertaining to singers you know,musicians lines from songs and this is,how the whole conversation started you,know,she,i'm kind of looking for the very first,comment she made on my,my video okay,let me head back to that video so,i'm gonna show you the very first,comment she made and how that,conversation went and i'm the reason i'm,making this video is because i want to,clarify the a as to what my thoughts are,regarding these because a lot of people,also share,in her opinion they also share in her,in our view,as to,it being illegal to make videos,regarding artisans singers and all of,that okay now this is the very first,thing she says she says,your second idea,was basically religion of the rights of,someone else,using the name of a celebrity to make,profit is not legal,also using song lyrics is copyright,infringement,design things about,design things about the tv show is also,not legal three of your,of your five ideas are not legal just,because they are trending,doesn't make them okay to sell,and this is a comment on one of my,videos you know i publish daily videos,telling you the top 5 hot selling,designs to jump on with very high,completely high um demand and low,competition,and i,also encourage you to go check out those,videos i also published one today,now,you can see i gave her my response over,here i says i appreciate your view it,depends on how you go about your designs,agreed you've got to be careful when,making signs around celebrities movies,and songs it doesn't like the fact that,you can still make designs on these,topics like i said in the video i do not,recommend anyone to strip off designs,and slap them on products you can make,silhouettes and original illustrations,for these dishes,cause think of it why are there fun art,programs,there's room for entering these niches,wisely and she goes on to say the fun,art programs are for specific tv shows,movies participating in these,and all of those have got to be accepted,to make designs for these using names of,celebrities is your logo there is no,design that goes around it his national,unique is not legal and it's not my view,is law and all of that so she kind of,shares this um,legal framewor

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