Matt Nahm, welcome to Allin. >> Thanks, David. I have no idea who you are. Who are you? I mean, you're a guy who kind of popped up running for governor of California last minute. How'd that come about? And who is Matt Mayan? >> Well, David, like everybody, I'm frustrated with a state that keeps spending more and seemingly getting less, which is why I jumped in. But to back up, I grew up in a little farming town here in California, a town called Watsonville, where your strawberries come from. Home >> I do wo ...

The cycle of wars in the Middle East “can only be broken if Israel faces accountability, as any other state committing the same violations would,” contends the Palestinian ambassador to Britain in a guest essay https://t.co/LQUzJjVC0O ...

Epstn's inner circle. His personal lawyer, Darren Indyke, is being questioned behind closed doors from members of the House Oversight Committee. Indyke was instrumental in creating Epstein's complex web of businesses, trusts, properties and legal teams and is still the co-executor of his estate.Today's deposition comes less than 24 hours after Democrats stormed out of a last-minute closed-door briefing with Attorney General Pam Bondi. They believe she only came in yesterday to get out of testifying under oa ...

It's so easy to say it can be done tomorrow. Honestly, speed is absolutely everything. Like making sure that you just retain velocity and also like ownership.I think it's quite easy over time to just feel like someone else, ah, they can pick it up. Oh, they can do it. It's not really my fault if we don't actually hit the CTAs across these campaigns. It's really the CMO's fault.Never like them anyway. Like retaining the accountability. ...

Gates Industrial Conference Call Summary Company Overview - Gates Industrial Corporation is a global leader in power transmissions and fluid power, with significant growth in personal mobility, data centers, and robotics. Over 70% of sales come from resilient aftermarket channels [4][10]. - The company has a long history of over 100 years, focusing on material science and innovation, with a strong customer-centric approach [5][6]. Financial Performance - Gates has improved profitability by over 300 basis points, increasing EBITDA from mid-teens to mid-twenties [10]. - The company has reduced leverage from 4.8x to under 2x since 2020, achieving midterm targets ahead of schedule [10]. - Gates has repurchased about 15% of its float since 2020, indicating strong cash flow generation and capital deployment [10][76]. Market Dynamics - The automotive aftermarket business is stabilizing, with expected growth of 2-4% in 2024 and 2025, driven by strong margins and pricing power [17][18]. - The industrial side has faced headwinds but shows signs of recovery, with improved OEM orders and cautious optimism for future growth [20][56]. Growth Engines - **Personal Mobility**: The market is experiencing significant electrification, with Gates targeting a 30% CAGR through 2028. The company has seen close to 30% growth year-over-year in this segment [25][26]. - **Data Centers**: Gates is focusing on liquid-cooled applications, with a target of $100-$200 million in revenue by 2028. The company expects to grow significantly from a base of under $10 million last year [27][29]. - **Robotics and Automation**: Gates aims to penetrate the robotics market by offering competitive belt-driven solutions, focusing on cost efficiency and energy savings [32][34]. Innovation and Technology - Gates emphasizes material science and digital tools to enhance product development and efficiency. The company is exploring new material combinations and digital monitoring technologies [40][44]. - The focus on cost proximity with chain-driven systems is crucial for gaining market share in robotics and automation [36][34]. Operational Excellence - Gates has maintained record margins and strong free cash flow despite macroeconomic challenges by focusing on continuous improvement and cost management [45][46]. - The company is undergoing ERP implementations to enhance operational efficiency and visibility in inventory management and customer demand forecasting [51][52]. Regional Performance - Gates has outperformed peers in Europe and China, with solid growth driven by improved demand trends and a strong franchise in the region [53][54]. - The transition from an auto-centric business model to a more balanced mix, including industrial applications, has contributed to growth in China [55]. Capital Allocation Strategy - Gates prioritizes organic investments with high IRRs, followed by stock buybacks and debt paydown. The company is also exploring M&A opportunities that align with its core business [60][64]. - The management believes that the company's strong cash generation capabilities provide flexibility for future capital allocation decisions [76][77]. Key Takeaways - Gates Industrial is well-positioned for growth in key markets, driven by innovation and a strong brand presence. - The company has demonstrated resilience in financial performance and operational efficiency, with a focus on continuous improvement and strategic investments. - Future growth will be supported by expanding into emerging markets and leveraging technological advancements in material science and automation.

And joining me now we have New Hampshir Congresswoman Maggie Goodlender. She serves on the House Armed Services Committee as a former intelligence officer for the U .S. Navy Reserve.It's awfully good to have you back, ma'am. But my question to what we were just hearing there from my colleague Ines, when you can make a direct line between what is happening in this war to a domestic terrorism attack, as it was on that synagogue in Michigan. What goes through your mind.What is the first thought well Alex thank ...

fallout from its handling of the Jeffrey Epstein files, including from both chambers of Congress. A bipartisan group of senators is calling for a probe into the Justice Department's redactions of the files accusing the Trump administration of violating the Epstein Files Transparency Act and re-victimizing survivors. In the House, Oversight Committee Chairman James Comer said this week that they are moving quickly to schedule depositions from Attorney General Pam Bondi and Commerce Secretary Howard Lutnig.Th ...

RT New Direction AFRICA (@Its_ereko)🇮🇹🇮🇷 Italian Prime Minister Giorgia Meloni just condemned the attack on Iranian school girls. Called it a massacre. Demanded accountability.Not from Iran. From those who did it.This is huge. A Western leader naming the crime. No spin. No deflection. Just truth.The attack on school girls. The massacre. The accountability must be fixed.Meloni said it. The world heard it. The silence is breaking. The narrative is cracking. The truth is getting through. ...

Let's bring in Democratic Senator Patty Murray of Washington State, Vice Chair of the Appropriations Committee. Senator Murray, thanks for joining us. The fact that outdated targeting data may have led to the death of more than 100 Iranians, teachers, children, your reaction to that.I'm just sickened by this, to go into this war unprepared, to use outdated data and to have this horrific thing happen where children were killed in a school, sends a horrible message to those that are in a war with us and to ou ...

out of this White House are staggering. Everything they say feels like it was kind of made up on the spot and not coordinated in any way to justify whatever they did, not just yesterday, but maybe just a few hours ago. And perhaps the best example we have of that involves one of the most serious and tragic incidents in this war so far.As you probably know by now, in the early hours of this war, an Iranian girl's school was struck by a missile. Iranian officials estimate that around 175 people were killed, m ...