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IMPORTANT LEGAL DISCLAIMERS AND DISCLOSURES (Applies to All Content): -------------------- Summary Notice: We are not investment advisers. We do not offer personalized advice. Our portfolios and commentary are impersonal, educational, and created under the publisher exemption. Past performance is not a guarantee of future results. Read our full legal disclaimers below. -------------------- Not Investment Advice: The content provided by Dale’s Solo Investors Podcast LLC ( ”the Company”, ”the ...
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Hello Mother, Hello Daughter

Drs. Allison Alford & Michelle Miller-Day

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The adult mother-daughter relationship can be incredibly close and fulfilling as well as potentially frustrating, complicated, and hurtful. Each week our communication experts, Dr. Allison Alford and Dr. Michelle Miller-Day, explore contemporary issues of adult mother-daughter relationships. Learn new ways to think about your mother-daughter relationship and listen until the end of each episode for tips every week!
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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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In this week's episode of the Nonprofit Newsfeed, George and Nick delve into the critical issue of donor data ownership within donation platforms. They reveal that for 25% of platforms, nonprofits cannot seamlessly migrate recurring donors, potentially severing relationships with monthly contributors. George emphasizes the importance of understandi…
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In this episode of the Whole Whale podcast, host George Weiner speaks with Sal Alpietro, Chief Community Officer at Fundraise Up, about a critical issue affecting nonprofits: the ownership and transfer of payment tokens for monthly donors. Sal shares alarming stories of nonprofits facing exorbitant fees and resistance when trying to move donor data…
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In this episode of the Nonprofit Newsfeed, hosts George and Nick explore the intricacies of recent mass mobilizations and the challenges facing nonprofits. The podcast focuses on the recent "No Kings" protests, a massive mobilization across all 50 states with participation from an estimated 5 to 7 million people. Nick shares his firsthand experienc…
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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…
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This week on the Nonprofit Newsfeed by Whole Whale, George and Nick delve into the ramifications of the GOP's newly proposed tax bill and its potential impact on the nonprofit sector. As the bill progresses from the House to the Senate, nonprofits face several looming challenges. These include the "foundation tax bomb," which proposes a tiered exci…
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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 …
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In this week's episode of the Nonprofit Newsfeed from Whole Whale, hosts Nick and George focus on significant shifts in nonprofit tech strategy and community recognition initiatives. Main Topics: Microsoft's Software Grant Changes: Microsoft announced the end of its decade-long grant program providing free Microsoft 365 business premium accounts an…
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Understanding Microsoft Nonprofit Licensing Changes: Survival Guide and Solutions In this episode, Joshua Pesky, the Chief Product Officer at RoundTable, discusses with George the partial termination of Microsoft's grants program around Office 365 licenses. The discussion covers the impact on nonprofits, the timeline for changes, and possible solut…
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Gates Foundation's Bold Plan and Legislative Challenges for Nonprofits In this week's episode of the Nonprofit Newsfeed, George and Nick dive into significant developments affecting the nonprofit sector. The discussion kicks off with Bill Gates' groundbreaking announcement regarding the Gates Foundation, the largest American foundation by asset vol…
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Social Imprints CEO Jeff Scheinbein warns of an impending June "cliff" for the promotional products industry as Chinese tariffs threaten to disrupt the $25 billion swag market. As a workforce development company where 85% of employees face employment barriers, Social Imprints exemplifies the American social enterprise success story now at risk from…
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Nonprofit Technology Conference Insights: Navigating Change and Building Community Resilience In this special episode of the Nonprofit Newsfeed, Whole Whale's Nick hosts colleagues Axel and Kathleen as they share experiences and insights from the recent Nonprofit Technology Conference (NTC), hosted by NTEN. This premier event for nonprofit technolo…
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Nonprofit News Podcast Recap: The Threat to 501(c)(3) Status and Social Media Strategies In this week's episode of Nonprofit News Feed, hosts George and Nick delve into critical topics affecting the nonprofit sector. The discussion kicks off with an exploration of the potential repercussions for nonprofits if they lose their 501(c)(3) status—a conc…
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Revolutionizing Nonprofit Fundraising with AI: An Interview with PosterChild.ai CEO Leandrew RobinsonIn this episode, we delve into the innovative world of nonprofit fundraising with Leandrew Robinson, the CEO and founder of PosterChild.ai. Discover how their peer-to-peer fundraising strategy helped their first customer achieve a 350% increase in i…
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The Corporate Capture of Carbon Footprints: A Nonprofit Perspective In the latest episode of the Nonprofit Newsfeed, hosted by George and Nick from Whole Whale, the discussion takes a thought-provoking turn towards the concept of "corporate capture" and the real origins of the term "carbon footprint." This episode delves into how corporations, part…
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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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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…
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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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In this week's episode of Nonprofit Newsfeed by Whole Whale, George and Nick dive into an engaging discussion packed with insights for nonprofit enthusiasts. AI in Fundraising: The conversation shifts to an intriguing experiment reported by TechCrunch, where Sage Future, backed by Open Philanthropy, tasked AI models with fundraising for charity. Th…
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In this episode, George interviews Allison Fine, President of Every.org, about their innovative donation platform for nonprofits. Fine discusses Every.org's unique value proposition, including no transaction or setup fees, acceptance of various payment methods including cryptocurrency, and a focus on meaningful donor engagement. The conversation al…
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Navigating Nonprofit Challenges: Political Pressures, Greenwashing, and AI Innovations In the latest episode of Nonprofit Newsfeed by Whole Whale, hosts George and Nick delve into pressing issues affecting the nonprofit sector, from political pressures to environmental challenges and technological advancements. Key Topics and Insights: Political At…
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In this episode of the Nonprofit News Feed by Whole Whale, hosts George and Nick delve into the financial turmoil facing Sesame Workshop, the nonprofit behind the beloved children's program, Sesame Street. The organization is grappling with the expiration of its HBO contract, which previously served as a significant revenue stream. This development…
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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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Main News StoriesGreenpeace Lawsuit Energy Transfer (owners of Dakota Access Pipeline) is suing Greenpeace for $300 million in damages The lawsuit claims Greenpeace orchestrated protests near Standing Rock, which Greenpeace denies Potential damages could reach $800 million with punitive damages, potentially bankrupting Greenpeace USA Greenpeace mai…
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In this episode of the Nonprofit News Feed, George and Nick discuss recent challenges facing the nonprofit sector under the Trump administration. They examine two major concerns: changes to the Public Service Loan Forgiveness program potentially excluding certain nonprofit employees, and federal agencies removing progressive terminology from govern…
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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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In this episode, we focus on declining nonprofit website traffic due to AI search tools. Key points include: Nonprofit website traffic is declining as AI tools like ChatGPT and Google's AI overviews reduce the need for users to visit original content sources. Major content creators like HubSpot have lost up to 80% of their traffic due to these chan…
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Ami Dar, founder of Idealist.org, joins George for an insightful conversation on the groundbreaking merger between Idealist and VolunteerMatch.org—a rare consolidation poised to reshape nonprofit and volunteer engagement globally. Ami shares candid insights into why nonprofit mergers rarely happen, systemic challenges in nonprofit funding, and how …
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Nonprofit NewsFeed Podcast: Trump Administration Impact & Philanthropy's ResponseEpisode Summary In this episode of the Nonprofit News Feed Podcast, host Nick Azulay is joined by Whole Whale COO and President Megan Anhalt to discuss the new Trump administration's impact on the social impact sector and philanthropy. The conversation covers the feder…
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