Best Direct Investment Securities Association Podcasts (2025)

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FF, PBF, MT - oil & biofuel & getting a jumpstart on valuations 26:10

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3d ago26:10

26:10

Dale talks about how PBF stock might be undervalued despite a refinery fire a few months ago. Dale also talks about how FF stock has surprisingly low cyclically adjusted valuation ratios (even as the current US administration shows signs of support for the biofuels industry), and how a stock with a few rough years in the past might quietly climb ba…

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The Kids Aren’t Alright: Addressing the Behavioral Health Crisis Among Adolescents and Young Adults 17:29

16d ago17:29

17:29

Today’s adolescents and young adults face unique challenges affecting their development and mental health. Cain Brothers’ Managing Director Erika Haanpaa talks with Dave about the factors driving the rising demand for age-appropriate mental health services and the new generation of innovative service providers leading the way with highly effective …

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Defining the "perfect stock", plus Initial takes on RGP, GRVY, MZDAY, FUJHY 46:49

26d ago46:49

46:49

In this episode, Dale defines what he looks for in a perfect stock: 1. A business with five low cyclically adjusted ratios. 2. A business with low competition, several clients, not capital intensive. 3. A business with a solid management team. Verbal disclosures read from 0:16 - 1:21 . General information and full disclosures for Dale’s Solo Invest…

1
Quick Hits: The Future is Now - The Increasing Prevalence of Augmented, Virtual, and Mixed Reality in Orthopedic Surgery 12:13

1M ago12:13

12:13

Cain Brothers’ Vice President JP Mills talks about exciting technological advances in orthopedic surgery – including augmented reality, mixed reality, virtual reality and surgical robots – and the potential impact on health outcomes, healthcare costs, and access. Cain Brothers is a division of KeyBanc Capital Markets.…

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Quick Hits: Now It’s Medicaid’s Turn 11:26

2M ago11:26

11:26

Big changes are clearly coming to Medicaid. Cain Brothers’ Managing Director Mike Elizondo discusses why Medicaid funding is so complex, how states might respond to funding cuts, and where investors should be looking for opportunities. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

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BDL a value play? Plus thoughts on SG & BLMN 22:20

2M ago22:20

22:20

Dale values symbol BDL and talks about the benefits of diverse menus in the restaurant business. Verbal disclosures read from 1:18-2:27. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click …

1
Quick Hits: History Repeats Itself - No Margin, No Mission, Therefore Reality Drives Healthcare M&A 11:30

2M ago11:30

11:30

Cain Brothers’ Managing Director Todd Rudsenske talks with Dave about the debate over the impact of for-profit enterprises on healthcare in the early 1990s – and why the same challenges, trends, and market needs are still in play today. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

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Five Cyclically Adjusted Valuation Ratios 20:04

3M ago20:04

20:04

Dale talks about five Cyclically Adjusted Valuation Ratios: Cyclically Adjusted Enterprise Value to EBIT (CAEE™) , Cyclically Adjusted Price to Book (CAPB™), Cyclically Adjusted Enterprise Value to EBITDA (CAEVE™), Cyclically Adjusted Enterprise Value to Free Cash Flow (CAEF™), and Cyclically Adjusted Enterprise Value to Gross Profit (CAEG™) . Verb…

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CAEE™ Ratio 18:55

3M ago18:55

18:55

Dale discusses a novel approach to valuing individual stocks. Verbal Disclosures read from 2:54 - 3:50 . General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo" CAEE™ Ratio — Pate…

1
BFH , Credit card duopolies , retail stocks benefit? 23:14

3M ago23:14

23:14

Dale talks about BFH , Credit card duopolies , and how retail stocks benefit. Episode starts at 0:15 . Verbal Disclosures read from 0:50 - 2:00. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 …

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Quick Hits: The Intersection Of Specialty Cancer Care And Private Equity Investment 12:35

3M ago12:35

12:35

Cain Brothers’ Managing Director Patrick Allen talks about the growing role of private equity in the $209 billion cancer care market. As treatments become increasing specialized, complex and costly, the need to coordinate specialty physicians and ancillary care services has created compelling opportunities for investment. Cain Brothers is a divisio…

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Dole Foods an asset play? 35:46

4M ago35:46

35:46

Correction: In this episode, I mistakenly referenced the wrong land valuation for Dole. Dole had a certain number of acres publicly listed on their website. However, just because a company operates on land doesn’t necessarily mean they own it. I initially assumed Dole owned certain land in the Philippines, but after revisiting their 10-K and 20-F f…

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S1E5 - Chandler Lilly and Matt Iak Talk Energy in the Alternative Investment Space 29:27

4M ago29:27

29:27

The oil and gas industry is possibly one of the most recognized sectors of the alternative investments space, but also potentially misunderstood. Listen in as Chandler Lilly, a junior at Florida A&M University, interviews Matt Iak, executive vice president at U.S. Energy Development Corporation. Together, they discuss Iak’s career path to the energ…

1
Net net stock - VNDA 29:18

4M ago29:18

29:18

Dale values symbol VNDA and talks about the benefits and risks of "net-net" stocks. Verbal disclosures read from 2:27 - 3:40. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Dem…

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S1E4 - Elias Carson and John Grady Discuss New Products in Alternative Investments 28:47

4M ago28:47

28:47

Alternative investments are growing in popularity and are well-poised to keep expanding, especially with changes in technology. In this episode, join Elias Carson, graduate student at Georgetown University, as he interviews John Grady, ADISA president and co-chair of the legislative and regulatory committee, and chief operating officer and general …

1
Quick Hits: The Duals Opportunity 12:30

5M ago12:30

12:30

Cain Brothers’ Managing Director Stacy Guffanti talks about the challenges of delivering and administering care for the nation’s 12.8 million dual eligible beneficiaries and how new policy initiatives will increase market interest in Medicaid M&A and higher acuity programs. Cain Brothers is a division of KeyBanc Capital Markets.…

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S1E3 - Cori’Anna White and John Grady Discuss the Legislative and Regulatory Background of Alts 17:54

5M ago17:54

17:54

Alternative investments are a fascinating asset class, but how are they regulated? Join Spelman College junior honors student Cori’Anna White as she interviews John Grady, ADISA president, and chief operating officer and general counsel at ABR Dynamic Funds. Tune in as they discuss the skills needed to pursue a career in alts, how legislation aroun…

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Quick Hits: The Rate of Hospital Consolidation in the US - Too Little, Too Slow. 11:39

5M ago11:39

11:39

Cain Brothers’ Managing Director David Cohen talks about the rate of hospital consolidation in the US and why hospital operates are unlikely to match the level of concentration of managed care organizations. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

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S1E2 - Learn About The Fundamentals Of Alts With Miles Durant And Greg Mausz 26:54

5M ago26:54

26:54

Interested in alternative investments? North Carolina A&T senior Miles Durant interviews Greg Mausz, ADISA board member and senior managing director at Skyway Capital, about the fundamentals of alts. They discuss what alternative investments are, their evolution, how to start investing and more. -----------------------------------------------------…

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S1E1 - Madison Oliver and Jade Miller Discuss Important Topics For Next-Gen Financial Leaders 22:01

5M ago22:01

22:01

Join Madison Oliver, a student at Florida A&M University, as she interviews Jade Miller, president of capital markets at Bourne Financial Group and 2024 ADISA board president, as they discuss her journey through the financial industry, including the importance of financial education, technology in the alternatives space, DEI initiatives and much mo…

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Restoring the Roar: Private Equity’s Insights on the Recovering M&A Markets and Unique Investment Perspectives for 2025 52:14

7M ago52:14

52:14

At Cain Brothers’ Annual Private Company Healthcare Conference in New York, Managing Director Matt Margulies led a panel discussion with private equity leaders about a range of strategic issues including Medicare Advantage, value-based care, PBM and pharmacy market dynamics, opportunities in pediatric home health, and challenges with provider inves…

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Disruptive Healthcare Purchasing by Self-Insured Employers 58:29

7M ago58:29

58:29

At Cain Brothers’ Annual Private Company Healthcare Conference in New York, Dave Johnson, CEO of 4sight Health spoke with Donald Trigg, CEO of apree health and Glenn Tullman, CEO of Transcarent about the power of self-insured employers to transform the experience and cost of healthcare. Cain Brothers is a division of KeyBanc Capital Markets.…

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Quick Hits: Back to the Future - Self-Directed Care in the U.S. 12:04

8M ago12:04

12:04

Cain Brothers’ Managing Director Matt Margulies talks about the emerging self-directed care market, and why it’s the fastest growing segment of the US home health care sector. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

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What’s Happening to Medicare Advantage? A Panel Discussion 43:49

9M ago43:49

43:49

Between lawsuits, recalculated payments, and health plans leaving markets, Medicare Advantage has been in the news a lot recently. The Cain Brothers Managed Care team digs in on what’s happening, why, and how MA will likely evolve over next year and beyond. Cain Brothers is a division of KeyBanc Capital Markets.…

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Health Systems, Private Equity, and the Government: It’s Complicated 25:04

10M ago25:04

25:04

Is PE the cause of or solution to all of healthcare’s problems? Managing Director and Head of Cain Brothers Wyatt Ritchie joins Dave for an adult conversation about PE’s role in healthcare transformation. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

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Quick Hits: Opportunities in School-Based Healthcare Services in the United States 7:06

11M ago7:06

7:06

Cain Brothers’ Director Jenny Watson talks about the massive need for school-based healthcare services including dental care, primary care, and behavioral health. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

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Quick Hits: Current Challenges & Trends Impacting the Medical Manufacturing Market 8:05

11M ago8:05

8:05

In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Carl Hardie about the outsourced medical manufacturing market’s “crazy ride”, how industry leaders are navigating a host of operating challenges, and why the sector is stronger than ever and continues to grow. Cain Brothers is a division of KeyBanc Capital Markets.…

1
Quick Hits: Medicare Redo or Delay? 12:31

11M ago12:31

12:31

In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Mike Elizondo about tumult in the Medicare Advantage market and why this could be an historic opportunity for health plans to drive growth. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

1
Quick Hits: Rocky Mountain Highlights - Cain Brothers’ Inaugural MedTech & Life Sciences Summit 10:59

1y ago10:59

10:59

In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director and Head of M&A John Soden about the recent MedTech and Life Sciences CEO Summit he hosted in Aspen, Colorado which brought innovative leaders together to discuss the complex challenges they’re facing today. Cain Brothers is a division of KeyBanc Capital Markets.…

1
Quick Hits: Leveraging AI to Drive Better Conversations with Patients 11:48

1y ago11:48

11:48

In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Jill Frew about the exciting potential of AI-powered tools to derive insights from physician-patient communications and reduce the burden of documentation, paving the way for more personalized care and greater administrative efficiency. Cain Brothers is a division of KeyB…

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Quick Hits: The Intersection of Ambulatory Care, Health Systems, and Private Equity 12:31

1y ago12:31

12:31

In this Quick Hits House Calls, Dave talks to Cain Brothers’ Managing Director Dave Morlock about health system turmoil and transformation, the role of private equity, and the upcoming Cain Brothers’ Health System and Private Equity Collaboration Conference on June 12-13 in Nashville. Cain Brothers is a division of KeyBanc Capital Markets.…

1
Quick Hits: A Ground-Breaking Transaction 11:54

1+ y ago11:54

11:54

In this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Andy Labovitz about General Catalyst’s proposed acquisition of Summa Health – and whether that transaction represents the future for more health systems around the country. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

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Quick Hits: The Case for Additional Partnership Between Skilled Nursing and Acute Care Providers 10:16

1+ y ago10:16

10:16

In this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Dom Porretta about the intense pressure on skilled nursing facilities and health systems and the need for fresh thinking on joint ventures that reduce discharge bottlenecks and improve day-to-day operations and overall care quality. Cain Brothers is a division of KeyBanc Capital …

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Quick Hits: New Initiatives from CMS to Improve Access to Behavioral Health Services  7:32

1+ y ago7:32

7:32

In this Quick Hits House Calls, Dave talks to Cain Brothers’ Managing Director Erika Haanpaa about exciting new developments in access to behavioral health care. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

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MedTech Follows Pharma: The Rapid Growth of Outsourcing in Medical Device Manufacturing 32:40

1+ y ago32:40

32:40

Why did Indiana become a hotbed of modern medical device manufacturing? Why did Henry Ford build a city in the Amazon? Every manufacturing sector has its origin story. Most turn to outsourcing as processes and components become increasingly complex, costly, and challenging for compliance. Cain Brothers’ Managing Director Carl Hardie shares these st…

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Kickstarting Innovation Part 2: Why Health Systems and PE Need Each Other 34:28

2y ago34:28

34:28

Why now? Once a rarity, today, health systems and private equity are increasingly working together to transform health system operations through new strategic partnerships. Cain Brothers’ President Wyatt Ritchie joins Dave to discuss the forces bringing private equity and health systems together to power value creation and system transformation. Ca…

1
Kickstarting Innovation Part 1: Bringing Health Systems and Private Equity Together for Good 35:50

2y ago35:50

35:50

How should health systems fundamentally rethink their strategies, capital sources and partnerships? Cain Brothers’ President Wyatt Ritchie and Managing Director Dave Morlock join Dave to discuss insights and perspectives from the first-ever health system private equity (PE) collaboration conference hosted by Cain Brothers in Nashville in June. Cain…

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Promises and Perils of Healthcare Innovation: A Conversation with Dr. Zeke Emanuel 42:37

2+ y ago42:37

42:37

As one of the chief architects of the Affordable Care Act – signed into law 13 years ago last week – and a healthcare thought leader today, Dr. Zeke Emanuel understands how healthcare policy gets forged, how crisis continues to create opportunity, and how innovation can break through industry inertia to transform business and care delivery models. …

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The Bold Predictions Podcast: U.S. Healthcare in 2023 and Beyond 33:27

2+ y ago33:27

33:27

Value-based care, consolidation, digital transformation, healthcare-at-home… Cain Brothers’ President Rob Fraiman joins Dave to talk about bold predictions for healthcare in 2023 – and how health systems are rethinking their business models and capital formation strategies to survive and thrive in an era of turbulence and opportunity. Cain Brothers…

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Reimagining Healthcare Staffing: Partnership-focused, Data-informed, Nurse-centric 21:27

2+ y ago21:27

21:27

Volatile labor costs, increased margin pressures, an ever-growing competition for nurses… what’s a health system to do? Cain Brothers’ Managing Director Andy Goldberg joins Dave to talk about health systems’ need for more dynamic, comprehensive workforce strategies, and the innovative staffing companies helping them meet the challenges to come. Cai…

1
Overlooked and Underfunded: Dental Care’s Massive Potential to Serve Disadvantaged Populations 19:55

2+ y ago19:55

19:55

Millions of Medicare and Medicaid beneficiaries lack access to dental care – a situation that not only affects their health and well-being but also increases America’s overall healthcare costs. Cain Brothers’ Director Jenny Watson joins Dave to talk about the role that private equity- and venture-backed dental providers and benefits administrators …

1
Home Medical Equipment Providers and the Promise of Value-Based Care 29:49

2+ y ago29:49

29:49

Stephen Griggs, the CEO of AdaptHealth, joins Cain Brothers’ Managing Director Andy Goldberg and Dave Johnson for a lively discussion about the important role that home medical equipment providers can play in supporting value-based care delivery in the home. Cain Brothers is a division of KeyBanc Capital Markets.…

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Home is Where the Healing Happens: Uniting Medicare Advantage Payers and Providers to Create Value 29:46

3y ago29:46

29:46

The market for home-based care delivery is growing rapidly, but what do providers and payers need to succeed in delivering high-quality care that serves patients/beneficiaries in the home? Cain Brothers’ Managing Director Matt Margulies joins Dave to talk about the challenging referral and payment dynamics impeding better care, and new models for b…

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Learning to Thrive: Integrating Mental Health Services within K-12 Education 24:53

3y ago24:53

24:53

How can we better meet the mental, emotional and behavioral health needs of America’s children and teenagers? Cain Brothers’ Director Erika Haanpaa joins Dave to discuss the surge in mental health conditions in young people and the innovative mental health provider organizations offering high-quality services through schools. Cain Brothers is a div…

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Fixing America’s Aching Backs, Bones and Joints: Orthopedic Care in the Digital Health Era by Ricky Ng and Dave Johnson 24:07

3y ago24:07

24:07

Oh, my aching back! Cain Brothers’ Director Ricky Ng joins Dave to discuss the new wave of digital companies working to meet U.S. healthcare’s enormous need for earlier, more effective musculoskeletal (MSK) care. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

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Fishing for Returns in Turbulent Waters: Healthcare Investors Adapt to New Competitors and Greater Risk 33:21

3y ago33:21

33:21

How are healthcare investors navigating the increasingly competitive and dynamic healthcare investment marketplace? Cain Brothers’ Directors Stacy Guffanti and Mike Elizondo join Dave to talk about what they learned from seasoned investors at leading PE and VC firms. Cain Brothers is a division of KeyBanc Capital Markets.…

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Looking Back, Looking Forward: A Golden Age of Healthcare Innovation? 25:29

3+ y ago25:29

25:29

Cain Brothers’ President Rob Fraiman and Dave look back on 2021, another remarkable year in U.S. healthcare investment and M&A activity, and debate the trends and market dynamics driving industry investment and innovation in 2022 and beyond. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

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The Many Roads to Value Part IV: Building The Last Mile to the Patient 21:29

3+ y ago21:29

21:29

On our last talk on the road to value, Cain Brothers’ Managing Director Bryan Cloncs and Dave cross the digital bridge to patient communication and connection, and gaze toward the future of true patient engagement and tech-enabled consumer-focused healthcare. Cain Brothers is a division of KeyBanc Capital Markets.…

1
All Roads Lead to Value Part III: Making Inroads in Rural America 22:13

3+ y ago22:13

22:13

Taking the scenic route on the road to value, Cain Brothers’ director Colby Kittrell joins Dave to talk about promising public and privately-funded initiatives bringing value-based care to underserved communities in rural America. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

1
Moving Healthcare Home and Beyond: A Conversation with Paul Kusserow, Chairman and CEO of Amedisys 46:59

3+ y ago46:59

46:59

As part of Cain Brothers’ 8th annual Healthcare Conference, Dave Johnson interviewed Amedisys CEO, Paul Kusserow, on his unusual approach to healthcare leadership and his company’s remarkable turnaround story in the dynamic home health sector. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets