Best Provision Analytics Podcasts (2025)

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Ep302: Insights from the 2025 kWh Solar Risk Assessment 23:11

2h ago23:11

23:11

Jason Kaminsky, CEO of kWh Analytics, returns to discuss key findings from the 2025 Solar Risk Assessment report. The report highlights growing threats from extreme weather. We also discuss how AI is being used to improve data analysis and the rising importance of cybersecurity and battery safety in renewable energy. The 2025 Solar Risk Assessment …

1
Ep301: Making Tax Credits Work for Clean Energy 36:43

8d ago36:43

36:43

Alfred Johnson, CEO of Crux, discusses how Crux is streamlining clean energy financing through a marketplace for transferable tax credits, insights on market growth, recent policy changes and more.By Norton Rose Fulbright

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Understanding The “Big Beautiful Bill’s” Nonprofit Provisions (news) 17:32

14d ago17:32

17:32

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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Ep300: Decoding the House Bill: Impacts on Energy Tax Credits 15:53

15d ago15:53

15:53

Keith Martin, Norton Rose Fulbright partner, breaks down the latest US legislative changes affecting renewable energy tax credits, including last-minute amendments and their implications for solar, wind, hydrogen and carbon capture projects.By Norton Rose Fulbright

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Ep299: FEOC Restrictions: The House Passed Foreign Entity of Concern Restrictions 25:42

22d ago25:42

25:42

Kristina Costa and Ted Lee, who were involved in FEOC guidance at the White House and Treasury during the Biden administration, and Kyle Sweeney with the NYU Tax Law Center, join us to discuss their concerns with the FEOC restrictions in the budget reconciliation bill that passed the US House this week.…

1
BDL a value play? Plus thoughts on SG & BLMN 22:20

22d 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 …

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Microsoft Pulls Free, Donated Software Licenses To Nonprofits 📊💰 (news) 17:26

23d ago17:26

17:26

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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Alert: Microsoft 365 Grant Cancelled & What you need to know 25:14

24d ago25:14

25:14

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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Taxes & Bill(s) & Foundations, oh my! (news) 19:30

26d ago19:30

19:30

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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Ep298: Summary of Tax Provisions from House Ways and Means Committee 19:07

29d ago19:07

19:07

Hilary Lefko, Norton Rose Fulbright partner, joins us to discuss the Republicans' proposed plans for the future of renewable tax credits to be folded into the budget reconciliation bill later this year.By Norton Rose Fulbright

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Ep297: Energy Management for Data Centers 20:09

1M ago20:09

20:09

Michael Stadler, CTO of Xendee, discusses how microgrids are designed and operated to minimize costs, enhance reliability and achieve emissions goals. He explains how microgrids can address the growing electricity demand driven by AI and the challenges of utility upgrades and discusses the benefits of technologies like combined heat and power syste…

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The June Cliff for Nonprofit SWAG | Social Imprints 44:36

1M ago44:36

44:36

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…

1
Whole Whale Went to NTC! A Chat About the State of the Nonprofit Sector. 19:42

1M ago19:42

19:42

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…

1
What Happens When A 501(c)3 Loses Their Status? 🧐 (news) 15:48

1M ago15:48

15:48

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…

1
Ep296: Ascend Analytics CEO on Navigating the Energy Market 26:32

1M ago26:32

26:32

Gary Dorris, CEO of Ascend Analytics, discusses how his company uses software and data to understand the economic dynamics of energy supply. He explains the complexities of predicting power prices due to the increasing influence of renewables and storage and the importance of advanced computing and machine learning in optimizing asset management.…

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How to turn Supporter Stories into 3.5x Donations | PosterChild.ai 42:07

2M ago42:07

42:07

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…

1
The Carbon Footprint: How Big Oil Reframed And Blamed Climate Change on the Consumer (news) 17:37

2M ago17:37

17:37

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…

1
Five Cyclically Adjusted Valuation Ratios 20:04

2M 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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Ep295: Giraffe Financial CEO on Tax Credit Monetization 17:45

2M ago17:45

17:45

Jason Prince, CEO of Giraffe Financial, discusses tax credit monetization and the challenges and opportunities in the evolving landscape of climate incentives, including dealing with transaction costs and regulatory compliance, as he explains Giraffe Financial’s approach to make tax credit monetization accessible and efficient.…

1
CAEE™ Ratio 18:55

2M 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

2M 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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Ep294: Navigating Utility-Scale Solar and BESS Development in 2025 34:44

2M ago34:44

34:44

Sabah Bayatli, president of OCI Energy, discusses the evolving policy and regulatory landscape shaping utility-scale solar and energy storage development in the US, including tariffs, the Inflation Reduction Act, interconnection challenges and contracting strategies and also explainsOCI Energy’s approach to geographic and technological diversificat…

1
Ep293: Data Center Financings 54:29

2M ago54:29

54:29

Four industry experts discuss what to expect from current financing structures for data centers. The four are Claus Hertel, managing director, Rabobank, Melih Ileri, SVP capital markets and strategy, DC BLOX, Mike Johnson, vice president, Nomura and Tim McGuire, senior director, project finance, Rowan Digital Infrastructure. The moderators are Chri…

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AI Fundraising Agent Experiments Hint At Potential Glimpse Into Future of Fundraising 🪄 (news) 20:25

2M ago20:25

20:25

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…

1
Building a Free Donation Platform: The Story Behind Every.org with Alison Fine 20:31

2M ago20:31

20:31

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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Ep292: Tariff Impact on the Infrastructure Sector 16:35

2M ago16:35

16:35

Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the newly imposed tariffs and how they may affect the infrastructure industry.By Norton Rose Fulbright

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When The Far-Right Attacked A Judge, The Rule of Law, & A Nonprofit Employee In One Fell Swoop 🚨 (news) 18:17

2M ago18:17

18:17

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…

1
Ep291: Not Science-Fiction: How Reflect Orbital is Creating Sunlight at Night 25:31

2M ago25:31

25:31

Ally DeGunther, vice president of strategy for Reflect Orbital, joins us to discuss the company’s development of technology that uses satellites to reflect sunlight after dark, and how this technology could be applied.By Norton Rose Fulbright

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DOGE BARKS AT BIG BIRD: SESAME'S STRUGGLES & PBS UNDER ATTACK 🐦📺🌈 (news) 18:02

3M ago18:02

18:02

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…

1
Ep290: New Solutions in Energy Storage 24:49

3M ago24:49

24:49

Rob Piconi, CEO of Energy Vault, joins host Todd Alexander to discuss the energy storage market and novel storage solutions that Energy Vault has been working on.By Norton Rose Fulbright

1
Dole Foods an asset play 35:46

3M 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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Greenpeace 🌳 Faces Potential Existential Threat From Lawsuit (news) 15:57

3M ago15:57

15:57

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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Ep289: Challenges of Greenfield Solar Development in 2025 21:04

3M ago21:04

21:04

Vitaly Lee, EVP and Chief Development Officer of Qcells, joins us to discuss the outlook of greenfield solar development in 2025, the M&A market outlook, and more.By Norton Rose Fulbright

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Trump Admin Attacks Public Service Loan Forgiveness (news) 17:09

3M ago17:09

17:09

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…

1
Net net stock - VNDA 29:18

3M 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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