In this Episode we’ll discuss Competition in the context of a business pitch and the 3Cs and 4Ps of market strategy.

I’ll take a look at Canadian Premium Sands, a junior public company I find interesting.

And anything else a live audience might want to discuss!

Let’s talk Tangible Net Worth.

Identify common enemies early in a negotiation to create a bond far more powerful than common goals

Chinese control a lot of Canadian strategic mineral claims and mines.  This is not a bad thing.

#chatgpt is not beating the market no matter what they’re trying to sell you #stockmarket

Bud Light Backlash and Branding. Brands are a covenant and they broke that relationship.  

In this Episode, in response to several listener questions, I provide my hot takes on the Bed Bath & Beyond Bankruptcy.

Observations relevant to the methodology we discuss on this show include:

- Bankruptcy does not necessarily mean the end.  It is a tool for debtors to buy some time, raise some financing and facilitate a restructuring, sale or liquidation.

- There is a priority order to stakeholders' claims on the assets of the bankrupt.  The shareholders of BB&B will likely get zero.

- Turnarounds are always about Leadership.  BB&B is on their third turnaround leader in less than a year and it's not going well.

- BB&B bought back $1B in stock between 2020 and 2022, while going insolvent.

- and.. the most ridiculous court filing quote of the year.

In this Episode, I present a layered approach to help anyone think about due diligence.  

Due diligence is a process that is typically used in business or legal contexts to evaluate and investigate a particular situation, opportunity, or risk.  

Many people think of due diligence as an exercise in finding what’s wrong with a deal so they can reject it.  They are searching for red flags.

Instead, think of due diligence as a process of evaluating whether a deal makes sense for you, assuming everything you’re told is true.  Next, work to identify, quantify and mitigate risks.  That should be the end product of a due diligence process.

Also, in this episode, I address some questions sent to me about the due diligence process.

In this Episode, we respond to a listener question on Chief Restructuring Officers (CROs).  Specifically, what is a CRO, what are its roles and duties, and how can a young professional succeed in this business.

The Episode covers:

• the needs of a troubled business
• how a CRO can help
• when and how a CRO is appointed
• specific duties of a CRO
• required skills
• things to learn for success

TheScottSinclair.com

Silicon Valley Bank (SVB) was America’s 16th-largest bank with $175 billion in deposits.  Last Friday customers tried to withdraw $42 billion, a quarter of all deposits, in a 21st century bank run.  The FDIC stepped in and closed the bank.  All of that happened in 2 days - the bank is now gone and equity holders have probably lost everything.

In this Episode we discuss:

• The background leading up to the implosion
• Risk management failings at the bank
• Who gets hurt
• Will depositors get their money back - should they get their money back?
• Opposing viewpoints from leading influencers such as Mark Cuban and Vivek Ramaswamy
• ESG’s influence over risk management
• Liquidity and Net Worth are different

TheScottSinclair.com