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Simpson Manufacturing (SSD) Earnings Call Presentation
2025-06-25 09:10
Company Highlights - Simpson Manufacturing Co, Inc has a compound annual growth rate of approximately 15% since its 1994 IPO as of March 1, 2024 [9] - Since 2021, approximately 36% of free cash flow has been returned to stockholders [7] - The company's North America operations are outperforming U S housing starts, with an average of approximately 8% above market growth [87] Market and Product Portfolio - The company's core addressable market includes wood connectors & truss at $13 billion with SSD share at $296 million (23%), fasteners at $17 billion with SSD share at $135 billion (54%), and concrete at $25 billion with SSD share at $492 million (29%) [36] - The company offers a broad portfolio of solutions, including 18000 standard and custom products for wood, concrete, and steel [27] - The company has approximately 740 field sales representatives [31] Financial Performance and Capital Allocation - In 2023, North America sales were $1716 million, Europe sales were $481 million, and Asia/Pacific sales were $17 million [84] - In 2023, wood construction sales were $1882 million, concrete construction sales were $321 million, and other sales were $12 million [84] - The company defines free cash flow as cash flow from operations less capital expenditures [101]
China’s Li Highlights Entrepreneurship at WEF
Bloomberg Television· 2025-06-25 06:58
The Chinese government will, as always, encourage and support entrepreneurs in their undertakings and endeavours and continue to foster a market oriented world class business environment governed by a sound legal framework. With arms wide open, we warmly welcome enterprises from around the world to invest in China, deepen your roots in China, develop alongside China, and work with us for a better future. To conclude, I wish this annual meeting a full success.Thank you. That was the Chinese premier, Li Qiang ...
X @Tesla Owners Silicon Valley
SpaceX is all about smashing boundaries and learning at warp speed. Even after the Starship 36 fireball, SpaceX will dissect the chaos, level up, and iterate like nobody’s business. https://t.co/NOOFPaj1Iq ...
Unlocking the True Potential of Academia for Viksit Bharat | Umesh Rathod | TEDxSAKEC
TEDx Talks· 2025-06-24 16:16
Let's not begin with what we are but what we could have been. Imagine India of 1947 we have just got independence. What could have happened if we could have adopted not the clerical you know job creation uh education system for the British Empire but rather an opportunity for education uh you know ecosystem where we cultivated creators risktakers and nation builders.What if our classrooms were not about silence and obedience but about dialogue, discovery and dissent. Right. What if we instead of rewarding m ...
Unleashing Bharat’s Startup Potential: Why Now Is the Best Time to Build | Chintan Oza | TEDxSAKEC
TEDx Talks· 2025-06-24 16:15
Startup Ecosystem Overview - The ecosystem boasts 165万 (1.65 million) startups and is projected to double by 2030 [6] - India has 180 unicorns and is rapidly adding more [6] - There are over 870 registered accelerators and incubators, supported equally by government and private institutions [7] - The government has allocated 10,000 crore (100 billion) rupees for nurturing startups, with another 10,000 crore (100 billion) rupees fund being created [9] Technological Advancement & Infrastructure - In 2018, the ratio of internet-connected devices to humans was 240%, and it has grown to approximately 360% [3] - India is transitioning from fossil fuels to electric vehicles and then to hydrogen power [5] - 4G or 5G networks are available in approximately 7,900 towns and over 140,000 villages [15] - The average cost of internet data is just 9.08 rupees per gigabyte [16] Investment & Talent - The country has received over 155 billion USD in funding from venture capitalists in the last decade [11] - The education system is expected to produce another 18 million STEM graduates by 2027 [12] - The median age of the population is 28.4 years [13] Digital Adoption & Usage - India is the second-largest internet user base globally [14] - Average Indian consumes around 24 GB of data [16] - India is number one in terms of real-time bank payments [17]
X @Cathie Wood
Cathie Wood· 2025-06-24 14:17
RT ARK Funds (@ARK_Funds)Three months ago, we launched "The Investment Opportunity Report"—a bold new report rooted in ARK’s “Big Ideas,” designed to guide investors through high-impact innovation themes.Haven’t read it yet? Now’s the time.https://t.co/x4KYVF67eL ...
PepsiCo Bets on Innovation: Will It Boost Global Market Share?
ZACKS· 2025-06-23 16:46
Core Insights - PepsiCo's growth strategy emphasizes innovation to enhance global market share, focusing on health, functionality, and affordability in its product portfolio [1][7] - The company is actively modernizing legacy brands and capturing demand in emerging consumer niches through product innovations [1][2] Product Innovations - In the beverage category, PepsiCo is prioritizing zero-sugar offerings and expanding into functional hydration products, with successful items like Pepsi Zero Sugar and Gatorade Zero [2] - The acquisition of brands like Poppi aims to strengthen PepsiCo's presence in wellness trends, particularly in prebiotic sodas [2] - Innovations in protein-based products are being developed to cater to the growing GLP-1 consumer base, indicating a proactive approach to consumer behavior [2] International Growth - PepsiCo views international markets as a long-term growth engine, investing in infrastructure and talent in regions like India and Brazil [3] - The international business is contributing positively to revenues and profits, with expected mid- to high-single-digit growth in key regions [3] Competitive Landscape - Competitors like Coca-Cola and Monster Beverage are also focusing on innovation, with Coca-Cola expanding its zero-sugar and functional drink offerings, and Monster Beverage refreshing its energy drink lineup [4][5] Financial Performance - PepsiCo's shares have declined by 15.3% year to date, contrasting with the industry's growth of 5.2% [6] - The company trades at a forward price-to-earnings ratio of 15.99X, below the industry average of 18.23X [8] - Earnings estimates for 2025 suggest a decline of 3.6%, while 2026 estimates indicate a potential increase of 5.4% [9]
Flipping your AI script | Stela Solar | TEDxCanberra
TEDx Talks· 2025-06-23 16:12
[Music] Hello everyone. I need your help. I need your help to flip the script on the narratives we tell ourselves.I have for the past three years been leading the national AI center and I was employee number one and now we have reached over six million Australians. Now our mission is to accelerate positive AI adoption and innovation that helps business and community and we help businesses who are adopting AI and using AI and also those who are creating AI and as we have been meeting with thousands and thous ...
Kako nastaju inovacije: iz unutrašnjeg nemira ka nečemu većem od nas | Jasna Pejovic | TEDxPodgorica
TEDx Talks· 2025-06-23 15:45
Znate li koja će vještina biti najvažnija na tržištu rada do 2030? Prema Svjetskom ekonomskom forumu - to nije kodiranje, već emocionalna inteligencija. U ovom inspirativnom govoru, Jasna Vukićević dijeli ličnu i profesionalnu priču koja je vodi do stvaranja Flourish - digitalnog trenera za razvoj emocionalne inteligencije, dostupan svima. O viziji, borbi, neuspjesima, uspjesima - i snazi da ne odustaneš kad svi kažu da je nemoguće. Jasna Pejović is the founder of Digitalna Akademija and CEO of the startup ...
Steve Jobs' Hidden Blueprint for Insane Success
Garry Tan· 2025-06-23 15:38
Key Principles for Innovation & Entrepreneurship - Build products that the company itself desires, rather than solely focusing on market research or investor demands [2][3] - Embrace the "maze mindset," viewing the startup journey as non-linear and pivoting when encountering obstacles instead of giving up [9][14] - Encourage interdisciplinary thinking and hiring diverse talent beyond specialists, integrating humanities and arts with technology [15][17] Steve Jobs' Early Ventures & Lessons - Steve Jobs' early experiences, such as hacking AT&T's phone network, were formative in shaping Apple's revolutionary DNA [1][4] - Jobs and Wozniak sold their prized possessions, including Wozniak's HP65 calculator (valued at $500) and Jobs' VW van (valued at $1,500), to fund their early ventures [7] - The initial sale of 50 Apple 1 units to a local computer shop generated $25,000 in revenue [7][8] Apple's Trajectory & Impact - NeXT's initial hardware failure led to a pivot to software, which was later acquired by Apple for $400 million and became macOS [10][14] - Apple's success stems from integrating a liberal arts perspective into technology, attracting a broader audience [16] - Apple's current valuation is in the trillions of dollars, with over a billion users worldwide, originating from humble beginnings in a garage [22]