Strategy Sprints – Details, episodes & analysis

🐬 Simon's Portfolio: https://www.strategysprints.com ⚡️ Free Tools: https://www.strategysprints.com/tools 💎 The Investing Show Newsletter: https://theinvestingshow.beehiiv.com/ This 'unknown' ad-tech stock crashed 40% while insiders quietly bought the dip. Here's why it could be the next 10-bagger hiding in plain sight. Complete fundamental analysis of TTD stock - the programmatic advertising platform that's crushing competition with 25% growth and 95% customer retention. Real Use Case: Deutsche Telekom achieved 11x better conversions + 18x lower costs Strong Fundamentals: 25% growth, 15%+ ROIC with upward trend Triple Moat Defense: Network effects, 95% retention, 1200+ AI models Massive Opportunity: Only 12% international vs 60% of global ad spend "Switzerland of Ads" - Neutral platform vs Google/Meta walled gardens Connected TV (CTV) segment exploding - 40% of business Solved attribution problem with logged-in viewing data Growing faster than programmatic advertising market (25% vs 15%) 67% gross margins with AI-powered optimization Perfect for growth investors, tech stock enthusiasts, and anyone building a long-term wealth portfolio. Includes real portfolio decisions and Sprint Club entry timing. Chapter Markers: 00:46 - Investment Framework: Use case, profitability, growth, moats, risks 01:10 - Use Case Example: Deutsche Telekom's Magenta TV subscription campaign 01:44 - TTD Platform Benefits: AI targeting, better ROI, seed data usage 02:25 - Results: 11x improvement in conversions, 18x lower costs 03:05 - Attribution Solution: CTV users are logged in (no cookie problems) 04:18 - Customer Loyalty: 95% retention rate, sophisticated media buyers 04:36 - Profitability Test: ROIC above 15% requirement - TTD passes with upward trend 05:25 - Sprint Club Alpha: Real-time trade alerts for members 05:42 - Growth Analysis: Currently 25% growth (above 15% requirement) 06:17 - Three Moats: Network effects, 95% loyalty, proprietary IP/algorithms 07:28 - SWOT Strengths: 25.8% market share, 67% gross margins, 1200 ML models 07:54 - Major Weakness: Poor AI transition execution caused 40% crash 08:23 - CTV Opportunity: 40% of business, growing faster than market 08:42 - International Expansion: US 88% vs Rest of World 12% (huge opportunity) 09:14 - Investment Thesis: "Switzerland of Ads" - neutral, transparent platform 10:17 - Competitive Advantage: Open internet vs closed walled gardens (Google, Meta) 11:00 - Buy Decision: Yes, bought the dip at $72 (worth $82) SOCIAL MEDIA ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ 🐦 X: https://x.com/simonseverino 👋 LinkedIn: https://at.linkedin.com/in/simonseverino 🎉 Free Community: https://www.strategysprints.com/offers/q5PdV9FV DISCLAIMER ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ I am not a professional investor and have never claimed to be. I'm a private investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. I am a strategy advisor. Over the years as an advisor, I compounded my knowledge. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, timeline, and overall circumstances.

🐬 Join the Sprint Club: https://www.strategysprints.com ⚡️ Receive our newsletter: https://thesalesshow.beehiiv.com/ 💎 Free Sales Tools: https://www.strategysprints.com/tools Your face is being stolen right now. Small business owners, creators, even people with tiny social media accounts are being impersonated by AI. Here's how to fight back. Luke Arrigoni, CEO of Lodi AI, exposes the reality of AI impersonation attacks targeting entrepreneurs and reveals the protection strategies that actually work. Even small creators are being impersonated on Instagram, X, YouTube Scammers use your face to sell crypto, fake products, extort customers Big platforms can't keep up - you're on your own Legal frameworks are struggling to catch up with AI speed Who legally owns your digital face (the answer will surprise you) What to do when you discover impersonators using your likeness How face/voice recognition tools can automate takedown requests Why triage response beats prevention for most businesses Real case studies of extortion attempts and recovery How small businesses can use AI to compete with giants LinkedIn content strategy that converts without ChatGPT Industry-specific sales techniques for technical services Team building and hiring strategies for AI companies Perfect for entrepreneurs, content creators, business owners, and anyone with an online presence who wants to protect their digital identity while leveraging AI for growth. Chapter Markers: 01:07 - Digital Face Ownership: Complex legal question varies by context 02:25 - Lawmakers vs AI: EU aggressively legislating, US struggling to keep up 03:18 - Real Impersonation Case: Simon's Instagram meme coin scam experience 04:13 - Protection Strategy: Face recognition, voice recognition, name checks 05:33 - Google Review Extortion: Outside Lodi AI's scope of protection 06:13 - Emergency Response: Not too late to call - great for triage situations 06:47 - Deep Fake War Status: Bad guys currently winning the coercion battle 08:00 - AI Arbitrage Opportunity: Small businesses can move faster than big companies 10:41 - Client Acquisition: Partnerships over cold calling for public figures 11:46 - LinkedIn Marketing: Know your channel, focus where audience lives 12:52 - Content Strategy: High-quality research beats AI-generated content 14:15 - Sales Follow-up: Blogs create touchpoints in sales conversations 15:37 - Technical Learning: Trial and error, no magic formula 16:24 - Neural Network Pivot: Recognized existential crisis in 2015-2016 18:04 - Team Structure: 40 people, closers only (no setters) 18:38 - Sales Training: Industry expertise more important than technique 🐬 Join the Sprint Club: https://www.strategysprints.com ⚡️ Free Tools: https://www.strategysprints.com/tools CONNECT WITH ME 🐦 X: https://x.com/simonseverino 👋 LinkedIn: https://at.linkedin.com/in/simonseverino 🎉 Free Community: strategysprints.com ACCELERATE YOUR SALES 🐬 Business Coaching: https://www.strategysprints.com 🌴 Sales Show: https://www.youtube.com/@simonseverinosales 💪 Investing Show: https://www.youtube.com/@InvestingShow SIMON SEVERINO Simon Severino is the CEO of Strategy Sprints. He has created +2B in additional sales for his clients over the last 21 years. As an advisor who became CEO, he had to learn the importance of working ON the business more than IN it. Now, he shares his proven templates with high-ticket entrepreneurs. They reclaim 14 hours per week using the Strategy Sprints™ Method and enjoy sales that soar. Author of "Strategy Sprints", Podcast Host Ranking Top 2,5%, TEDx speaker, Forbes contributor, Triathlete. Has appeared on over 1300 podcasts. When he is not supercharging sales, you'll find him swimming, biking, running and tricking his 3 kids into outdoor activities so they can't escape his annoying shrinky questions.

🐬 Join the Sprint Club: https://www.strategysprints.com Eric Lofholm shares decades of sales experience gained from working with top sales gurus. Hear practical sales tips and behind-the-scenes stories from the world of high-level sales. Gain insight on sales techniques and sales training from decades of experience. CONNECT WITH ME 🐦 X: https://x.com/simonseverino 👋 LinkedIn: https://at.linkedin.com/in/simonseverino 🎉 Free Community: https://www.strategysprints.com ACCELERATE YOUR SALES 🐬 Business Coaching: https://www.strategysprints.com 🌴 Sales Show: https://www.youtube.com/@simonseverinosales 💪 Investing Show: https://www.youtube.com/@InvestingShow SIMON SEVERINO Simon Severino is the CEO of Strategy Sprints. He has created +2B in additional sales for his clients over the last 21 years. As an advisor who became CEO, he had to learn the importance of working ON the business more than IN it. Now, he shares his proven templates with high-ticket entrepreneurs. They reclaim 14 hours per week using the Strategy Sprints™ Method and enjoy sales that soar. Author of "Strategy Sprints", Podcast Host Ranking Top 2,5%, TEDx speaker, Forbes contributor, Triathlete. Has appeared on over 1300 podcasts. When he is not supercharging sales, you'll find him swimming, biking, running and tricking his 3 kids into outdoor activities so they can't escape his annoying shrinky questions.

🐬 Join the Sprint Club: https://www.strategysprints.com

CONNECT WITH ME

🐦 X: https://x.com/simonseverino

👋 LinkedIn: https://at.linkedin.com/in/simonseverino

🎉 Free Community: https://www.strategysprints.com

ACCELERATE YOUR SALES

🐬 Business Coaching: https://www.strategysprints.com

🌴 Sales Show: https://www.youtube.com/@simonseverinosales

💪 Investing Show: https://www.youtube.com/@InvestingShow

SIMON SEVERINO Simon Severino is the CEO of Strategy Sprints. He has created +2B in additional sales for his clients over the last 21 years. As an advisor who became CEO, he had to learn the importance of working ON the business more than IN it. Now, he shares his proven templates with high-ticket entrepreneurs. They reclaim 14 hours per week using the Strategy Sprints™ Method and enjoy sales that soar. Author of "Strategy Sprints", Podcast Host Ranking Top 2,5%, TEDx speaker, Forbes contributor, Triathlete. Has appeared on over 1300 podcasts. When he is not supercharging sales, you'll find him swimming, biking, running and tricking his 3 kids into outdoor activities so they can't escape his annoying shrinky questions.

🐬 Join the Sprint Club: https://www.strategysprints.com

CONNECT WITH ME

🐦 X: https://x.com/simonseverino

👋 LinkedIn: https://at.linkedin.com/in/simonseverino

🎉 Free Community: https://www.strategysprints.com

ACCELERATE YOUR SALES

🐬 Business Coaching: https://www.strategysprints.com

🌴 Sales Show: https://www.youtube.com/@simonseverinosales

💪 Investing Show: https://www.youtube.com/@InvestingShow

SIMON SEVERINO Simon Severino is the CEO of Strategy Sprints. He has created +2B in additional sales for his clients over the last 21 years. As an advisor who became CEO, he had to learn the importance of working ON the business more than IN it. Now, he shares his proven templates with high-ticket entrepreneurs. They reclaim 14 hours per week using the Strategy Sprints™ Method and enjoy sales that soar. Author of "Strategy Sprints", Podcast Host Ranking Top 2,5%, TEDx speaker, Forbes contributor, Triathlete. Has appeared on over 1300 podcasts. When he is not supercharging sales, you'll find him swimming, biking, running and tricking his 3 kids into outdoor activities so they can't escape his annoying shrinky questions.

🐬 Join the Sprint Club: https://www.strategysprints.com

CONNECT WITH ME

🐦 X: https://x.com/simonseverino

👋 LinkedIn: https://at.linkedin.com/in/simonseverino

🎉 Free Community: https://www.strategysprints.com

ACCELERATE YOUR SALES

🐬 Business Coaching: https://www.strategysprints.com

🌴 Sales Show: https://www.youtube.com/@simonseverinosales

💪 Investing Show: https://www.youtube.com/@InvestingShow

SIMON SEVERINO Simon Severino is the CEO of Strategy Sprints. He has created +2B in additional sales for his clients over the last 21 years. As an advisor who became CEO, he had to learn the importance of working ON the business more than IN it. Now, he shares his proven templates with high-ticket entrepreneurs. They reclaim 14 hours per week using the Strategy Sprints™ Method and enjoy sales that soar. Author of "Strategy Sprints", Podcast Host Ranking Top 2,5%, TEDx speaker, Forbes contributor, Triathlete. Has appeared on over 1300 podcasts. When he is not supercharging sales, you'll find him swimming, biking, running and tricking his 3 kids into outdoor activities so they can't escape his annoying shrinky questions.

🐬 Join the Sprint Club: https://www.strategysprints.com

CONNECT WITH ME

🐦 X: https://x.com/simonseverino

👋 LinkedIn: https://at.linkedin.com/in/simonseverino

🎉 Free Community: https://www.strategysprints.com

ACCELERATE YOUR SALES

🐬 Business Coaching: https://www.strategysprints.com

🌴 Sales Show: https://www.youtube.com/@simonseverinosales

💪 Investing Show: https://www.youtube.com/@InvestingShow

SIMON SEVERINO Simon Severino is the CEO of Strategy Sprints. He has created +2B in additional sales for his clients over the last 21 years. As an advisor who became CEO, he had to learn the importance of working ON the business more than IN it. Now, he shares his proven templates with high-ticket entrepreneurs. They reclaim 14 hours per week using the Strategy Sprints™ Method and enjoy sales that soar. Author of "Strategy Sprints", Podcast Host Ranking Top 2,5%, TEDx speaker, Forbes contributor, Triathlete. Has appeared on over 1300 podcasts. When he is not supercharging sales, you'll find him swimming, biking, running and tricking his 3 kids into outdoor activities so they can't escape his annoying shrinky questions.

🐬 Join the Sprint Club: https://www.strategysprints.com

CONNECT WITH ME

🐦 X: https://x.com/simonseverino

👋 LinkedIn: https://at.linkedin.com/in/simonseverino

🎉 Free Community: https://www.strategysprints.com

ACCELERATE YOUR SALES

🐬 Business Coaching: https://www.strategysprints.com

🌴 Sales Show: https://www.youtube.com/@simonseverinosales

💪 Investing Show: https://www.youtube.com/@InvestingShow

SIMON SEVERINO Simon Severino is the CEO of Strategy Sprints. He has created +2B in additional sales for his clients over the last 21 years. As an advisor who became CEO, he had to learn the importance of working ON the business more than IN it. Now, he shares his proven templates with high-ticket entrepreneurs. They reclaim 14 hours per week using the Strategy Sprints™ Method and enjoy sales that soar. Author of "Strategy Sprints", Podcast Host Ranking Top 2,5%, TEDx speaker, Forbes contributor, Triathlete. Has appeared on over 1300 podcasts. When he is not supercharging sales, you'll find him swimming, biking, running and tricking his 3 kids into outdoor activities so they can't escape his annoying shrinky questions.

🐬 Join the Sprint Club: https://www.strategysprints.com

CONNECT WITH ME

🐦 X: https://x.com/simonseverino

👋 LinkedIn: https://at.linkedin.com/in/simonseverino

🎉 Free Community: https://www.strategysprints.com

ACCELERATE YOUR SALES

🐬 Business Coaching: https://www.strategysprints.com

🌴 Sales Show: https://www.youtube.com/@simonseverinosales

💪 Investing Show: https://www.youtube.com/@InvestingShow

SIMON SEVERINO Simon Severino is the CEO of Strategy Sprints. He has created +2B in additional sales for his clients over the last 21 years. As an advisor who became CEO, he had to learn the importance of working ON the business more than IN it. Now, he shares his proven templates with high-ticket entrepreneurs. They reclaim 14 hours per week using the Strategy Sprints™ Method and enjoy sales that soar. Author of "Strategy Sprints", Podcast Host Ranking Top 2,5%, TEDx speaker, Forbes contributor, Triathlete. Has appeared on over 1300 podcasts. When he is not supercharging sales, you'll find him swimming, biking, running and tricking his 3 kids into outdoor activities so they can't escape his annoying shrinky questions.

🐬 Join the Sprint Club: https://www.strategysprints.com

CONNECT WITH ME

🐦 X: https://x.com/simonseverino

👋 LinkedIn: https://at.linkedin.com/in/simonseverino

🎉 Free Community: https://www.strategysprints.com

ACCELERATE YOUR SALES

🐬 Business Coaching: https://www.strategysprints.com

🌴 Sales Show: https://www.youtube.com/@simonseverinosales

💪 Investing Show: https://www.youtube.com/@InvestingShow

SIMON SEVERINO Simon Severino is the CEO of Strategy Sprints. He has created +2B in additional sales for his clients over the last 21 years. As an advisor who became CEO, he had to learn the importance of working ON the business more than IN it. Now, he shares his proven templates with high-ticket entrepreneurs. They reclaim 14 hours per week using the Strategy Sprints™ Method and enjoy sales that soar. Author of "Strategy Sprints", Podcast Host Ranking Top 2,5%, TEDx speaker, Forbes contributor, Triathlete. Has appeared on over 1300 podcasts. When he is not supercharging sales, you'll find him swimming, biking, running and tricking his 3 kids into outdoor activities so they can't escape his annoying shrinky questions.