Jim Cramer

Ditch the pitch! 'We keep trying to jam our funds into allocators portfolios with 20 charts, 30 slides, and in 60 minutes or less,' writes Stacy Havener for Citywire Selector's fund distribution newsletter this week. 'There is a way out...' Presenting is killing your sale, she argues, instead think about: 🧙‍♂️ Storytelling 🙉 Listening 🦄 USPs Read the latest in our ongoing series on improving your sales craft to discover three ways to transform client meetings. #funddistribution #pitching #assetmanagement https://lnkd.in/d_SKAB9P

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Large #privateequity firms are weighing the possibility of buying the catalogs of YouTube content creators and securitizing their shares of #advertising revenues – creating an entirely new type of asset-backed bond deal. The #strategy is still early in development but already involves several of the #streaming service’s biggest personalities. Get the exclusive details plus other leading-edge news and authoritative statistics on worldwide securitization activities in this week’s issue of Asset-Backed Alert, a Green Street News title. https://lnkd.in/euAbgSZb

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Trader TV with Dan Barnes: In preparation for Worldwide Business Research (WBR)'s Fixed Income Leaders Summit we speak with valantic FSA's Andrea Pirino about the evolution in #trading #technology for the #sellside. What are the key issues facing trading desks right now? valantic FSA is speaking next week on balancing buy and build to achieve a fully interoperable and streamlined desk. #fixedincome #electronictrading #capitalmarkets

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Thrilled to announce BBG Ventures second institutional fund – a $60M early-stage fund backing overlooked founders who are building for the Polycultural Future of America. Thanks Emma Hinchliffe at Fortune for sharing the news: https://lnkd.in/gSwqpHpq We’ve spent the last few years observing the passage of the country from a monoculture to one where women were a bigger part of the story, to today - where identity and lived experience matter more than ever. We call this the Polyculture – a new status quo in which America is a mosaic of unique segments; where identity is multivariate and dynamic; and where individuals can identify with multiple communities at once. I began using this term over 2 years ago, as a cross-culture kid myself: the child of Indian immigrants, growing up in rural Australia - and now an immigrant in America. We wondered - how do Americans perceive identity, and how does that drive their most fundamental needs? We conducted research with +2000 Americans across equal cross sections of race, gender, age and income. Here’s what we found: 1. We have surprisingly common priorities, needs and concerns despite our unique identities. 2. The biggest areas of the economy are still on the table, with Americans highlighting huge areas of opportunity in health, work, financial security, climate safety, and the underserved. 3. But we need new, more nuanced-solutions and personalization considering the emerging majority minority generation, an aging population, widening wealth gaps and continued differences along gender lines. To that end, we’ve officially expanded our mandate to embrace this evolution, backing underestimated founders – female or diverse – addressing the biggest pain points for our polycultural population. Read the full report here: The Mind of Polycultural America - https://lnkd.in/gdtiFE7v We’re proud to partner with new LPs including Fairview Capital, Pivotal Ventures, The California Endowment in addition to our many returning partners like Illumen Capital, George Kaiser Family Foundation who believe as we do: when you make change, you make money. If you’re an early-stage founder working to move the world forward in health, work, financial security, climate safety or for the underserved - in B2B or B2C - we want to talk to you. Susan Lyne Claire Biernacki Drew Silverman Fennessy Carol Magalhães Isaacs, CFA Addison B. Marsh, Jr.

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This blog - featuring Michael Levin - describes how a shareholder proponent was able to include five shareholder proposals in a company's proxy, way more than the single one that Rule 14a-8 - the shareholder proposal rule - allows by leveraging universal proxy #corpgov #shareholderproposals https://lnkd.in/es3CavdC

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A Deep Dive into Paramount Global's Strategy and Valuation 🌐 Inside Paramount Global's Strategic Transition to Digital As the media landscape evolves, Paramount Global is adeptly shifting its focus to meet the surging demand for digital content. Here’s a deep dive into the company's operational segments and strategic initiatives: Key Business Segments: 1) TV Media: Includes powerhouses like CBS and cable networks like MTV and Comedy Central. Despite challenges from cord-cutting, this segment enjoys boosts from major events like the Super Bowl and election cycles. 2) Direct-to-Consumer: Rapidly expanding with Paramount+ and Pluto TV leading the way. The segment boasts a CAGR of 42.29% over the past two years, with Paramount+ experiencing a subscriber growth rate of 43.45% CAGR. 3) Filmed Entertainment: Focuses on theatrical releases that spur subsequent digital consumption and licensing revenues driving DTC viewership. Strategic Shifts and Financial Insights: - Revenue Trends: By 2028, DTC is expected to surpass TV Media in revenue generation. Key broadcasting events will bolster a projected 4% revenue growth in TV Media for 2024. - Operational Efficiency: Paramount is honing in on efficiencies and cost-cutting to balance declining traditional TV revenues, setting the stage for DTC to offer more stable revenue streams. - Technology Investment: Significant reinvestments are planned for cloud architecture and global advertising solutions to enhance the DTC user interface and overall subscriber experience. Market Position and Outlook: - Equity Structure Challenges: The company’s dual-class equity structure poses undervaluation risks, especially in potential mergers and acquisitions. - Growth Prospects: Despite competitive pressures, Paramount is strategically positioned for growth, particularly through international expansion and bolstering its DTC revenues. - Stock Valuation: Current market valuation may not reflect Paramount's intrinsic value, estimated between $41.823 and $51.117 by December 2025. A market revaluation could uplift the stock significantly. In Summary: Paramount Global is not just keeping pace but setting the pace in the industry’s transition from traditional broadcasting to digital streaming. With a focus on international expansion and optimizing its direct-to-consumer offerings, Paramount is steering towards greater profitability and market recognition. 📈 What are your thoughts on Paramount’s strategic moves in the evolving media landscape? #Media #DigitalTransformation #ParamountGlobal #StreamingWars #StrategicPlanning #Investment #ValueInvesting

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I sat down with CapitalG partners Jill (Greenberg) Chase and James Luo to learn about the key signals indicating a company is ready for growth-stage investment, how they leverage resources from Google and Alphabet Inc. to support portfolio companies, and the frameworks they’ve developed for assessing risk and potential returns. “No matter what stage we're looking at, there's always a little bit of the dream of what it could eventually be,” said Jill. “Could this company be a $100 billion company? Could it be a trillion-dollar company?” 📓 Substack: https://lnkd.in/gbg8bf4p 🎧 Apple Podcasts: https://lnkd.in/gUmScKeh 🎧 Spotify: https://lnkd.in/gC5dHzek #startup #siliconvalley #growthstage #earlystage #sanfrancisco #alphabet #google #capitalG

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New Funds, New Era for Andreessen Horowitz. For Newcomer this week, we broke down how the firm's latest $7.2 billion fundraise is a marker for what's "in" and "out" in VC world these days, and which GPs are leading the new charge. American Dynamism and AI are hot, while consumer and enterprise SaaS deals are slower. Since its founding in 2009, a16z has positioned itself as “a different kind of VC,” and now with its massive size and extensive set of services for founders, it may well be that. But its investment theses for these new funds fit right in line with the hype categories of our current moment, and with the sheer number of investments, a16z looks in some ways like an index fund for hype-y startups. Get an in-depth breakdown of the true power players at the firm in our VC DIrectory. https://lnkd.in/e-sRsT38

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In the melancholic yet hopeful lanes of the crypto universe, I found myself moderating a panel last week at the Fixed Income Leaders Summit, a gathering not just of minds but of prescient souls. The topic: "What changes are promoting a safer digital assets ecosystem and improving liquidity to further boost investor confidence and institutional adoption?" With me on this introspective journey were the visionary Simon Nursey from QCP Capital, the insightful Khai Lin Sng from the Singapore FinTech Association (SFA) Association & Alta (formerly Fundnel), and the innovative David Song from Green Link Digital Bank (GLDB). Here, amidst the shadows of our modern financial conundrum, I share with you my musings: 🚀 Institutional Adoption : The discourse revealed a poignant truth - the growing embrace of digital assets by institutions. It's a tale of diversification and optimization. 🔐 Blockchain: The role of blockchain and smart contracts transcends the mundane, offering a glimmer of security in the often unforgiving world of digital assets. 🌐 Investor Confidence: As the technological crescendo meets the steady rhythm of regulatory progress, investor confidence is emerging, both attracting more investment and crafting a sustainable and harmonious ecosystem. 🙌 Sending a shoutout to the masterminds behind the summit Yaroslava Bhandari and my fellow seafarers in the world of digital assets on the panel. Here's to our ongoing odyssey into uncharted territories!

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NEXUS is built for investors to have honest, off-the-record conversations with peers about hot private markets strategies and which partners to work with or avoid. Our agenda features dedicated LP segments including: - Institutional Limited Partners Council: comprised of peer-to-peer strategy-building sessions - Emerging Managers Forum: connecting institutional investors with leading emerging managers - Keynote Investor Panel: the five-year outlook on significant themes impacting allocations See the preliminary agenda: https://okt.to/vnzYbp #NEXUS2025 #privateequity #networking

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I spoke to Nicole Sherwood, MD of Jeffrey Altman's family office, about how and why they are helping Ryan Eisenman's Arch develop AI tools to better manage private investments. Details in my latest for Institutional Investor: https://lnkd.in/e_83bfHH #familyoffices #alternativeinvestments #fintech

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NewVest and the investable index of private funds. My latest PE in a Pod. Edward Talmor-Gera of NewVest explainshow his tech-enabled platform of index funds for private markets slashes the cost to investors of the fund of funds model. #Edwardtalmorgera #privateequity #privatecapital #indexfunds #NewVest https://lnkd.in/eEjY4ReX

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It's here! Now in its fourth year, Business Insider's Seed 100 illuminates the most successful and high-potential early-stage startup investors. These are not just check-writers but shrewd risk-takers, enthusiastic collaborators, and trend forecasters. They are on the front lines, locking arms with visionary founders to transform ideas into full-fledged businesses, often putting money and support behind those builders before others see the opportunity. This year saw the return of a familiar face at the top (Ed Sim), alongside 36 newcomers, including Anne Dwane, Zal Bilimoria, Nikhil Basu Trivedi, Ryan Hoover, and Josh Kopelman. For her list debut, I spoke to solo capitalist Shruti Gandhi about how she's returned her maiden fund and scored 15 exits in the past five years: https://lnkd.in/e8xMbPqv Each year, as soon as we publish this list, I get a barrage of emails asking, "How can we get our investor on the list?" Our statistical analysis looks at an investor's performance in 25 areas using PitchBook and Crunchbase data. So if an investor isn't getting deal attributions on those sites, they're not included in our data set. We can't rank what we can't measure. You can read our full methodology here: https://lnkd.in/e3RsMj4K Massive kudos to Vishal Persaud for managing this project, our designers Annie F. and Jenny Chang-Rodriguez, our illustrator Nick Little, and our reporters Ben Bergman, Leena Rao, Samantha Stokes, and Rebecca Torrence. https://lnkd.in/evCqpHcP

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🔴Lunchtime drop!🔴 In my latest deep-dive for IR Magazine I speak to four leading IROs and asked them what methods they use to capture insights from their shareholder base, whether they trust the feedback they receive and more. Thanks to the four incredible IROs featured in the article for their expertise: Mark Kinarney from Lantheus Irina Zhurba from Mister Spex Martin Ziegenbalg from DHL Pekka Rouhiainen from Valmet To read the piece for free, click on the link down below > create an account on IR Magazine > enjoy! #investors #buyside #perspectives #news #investorrelations #irchat #finance #business #ndrs #corporateaccess #sellside #brokers

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On The Investopedia Express podcast this week, Ray Dalio shares his Principles for dealing with this changing world order, and how to prepare for it as an #investor. Ray also shares how he would construct his 'All Weather Portfolio' today, and lessons for new investors entering the market. No one has done more to educate investors than Ray, and it is always a pleasure to spend some time with him. Tune in: https://bit.ly/3V0spZ1 Our convo begins around the 09:00 mark.

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