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David Christian, CFA, CFP®

David Christian, CFA, CFP®

We are pleased to announce that David Christian, CFA, CFP®, has been named a shareholder at Johnson Investment Counsel. His leadership and dedication since joining in 2017 have played a key role in the firm's continued growth. He holds the Chartered Financial Analyst® (CFA®) designation and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Johnson Investment Counsel serves clients in 50 states, with 6 offices across Ohio and Michigan.
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Big Ten reportedly floating radical new College Football Playoff idea
Big Ten reportedly floating radical new College Football Playoff idea

Yahoo

time21 hours ago

  • Yahoo

Big Ten reportedly floating radical new College Football Playoff idea

The future of the College Football Playoff has been a key topic of discussion all offseason. ESPN secured a six-year, $7.8 billion contract that ensures the network will remain the sole media rights holder of the event through the 2031-32 season in March of 2024. But, whether or not the CFP stays at a 12-team model or expands has been one of the hot button issues of college football. After plenty of back-and-forth and a spring and summer full of discussion and disagreements, the Big Ten has suddenly introduced a radical new idea for the CFP's future. According to Pete Thamel of ESPN, the Big Ten has floated the idea of massive expansion to the College Football Playoff that could bring the postseason field to 24 or 28 teams. While Thamel reports that the idea is in its very early stages, the proposal eliminates conference title games and offers a large number of auto bids for all four power leagues, sources said. In the proposed 28-team CFP model, the Big Ten and SEC would each get seven auto bids while the ACC and Big 12 would each receive five. There would be two auto bids for the non-Power 4 conferences and two at-large teams. The 28-team format would put 20 playoff games on campus, which would accentuate the success of that from last year's CFP. The CFP Committee would seed the field and pick the at-large teams. Per Thamel, Big Ten commissioner Tony Petitti ran the idea by his conference Wednesday, sources said, and that it has begun being shared by others. In order to expand the playoff before the 2026 season, the expectation is that leaders need to reach a resolution before the end of this year. Momentum for a 16-team CFP format picked up steam throughout the spring, but leaders throughout college athletics haven't seen eye to eye on exactly how bids to a 16-team CFP would be awarded. The 5+11 model is supported by both the Big 12 and the ACC and it gained more support from the SEC after the league's spring meetings. The 5+11 model would include the five highest-ranked conference champions and 11 at-large bids. Another 16-team CFP model featured the Big Ten and SEC each receiving four automatic bids, the ACC and Big 12 receiving a pair of automatic qualifiers, one bid to the Group of 6 champion and then three at-large bids. Contact/Follow us @HawkeyesWire on X (formerly Twitter) and like our page on Facebook to follow ongoing coverage of Iowa news, notes and opinions. Follow Josh on X: @JoshOnHawks This article originally appeared on Hawkeyes Wire: Big Ten reportedly floating radical new College Football Playoff idea

Big Ten reportedly floating radical new College Football Playoff idea
Big Ten reportedly floating radical new College Football Playoff idea

USA Today

timea day ago

  • USA Today

Big Ten reportedly floating radical new College Football Playoff idea

The future of the College Football Playoff has been a key topic of discussion all offseason. ESPN secured a six-year, $7.8 billion contract that ensures the network will remain the sole media rights holder of the event through the 2031-32 season in March of 2024. But, whether or not the CFP stays at a 12-team model or expands has been one of the hot button issues of college football. After plenty of back-and-forth and a spring and summer full of discussion and disagreements, the Big Ten has suddenly introduced a radical new idea for the CFP's future. According to Pete Thamel of ESPN, the Big Ten has floated the idea of massive expansion to the College Football Playoff that could bring the postseason field to 24 or 28 teams. While Thamel reports that the idea is in its very early stages, the proposal eliminates conference title games and offers a large number of auto bids for all four power leagues, sources said. In the proposed 28-team CFP model, the Big Ten and SEC would each get seven auto bids while the ACC and Big 12 would each receive five. There would be two auto bids for the non-Power 4 conferences and two at-large teams. The 28-team format would put 20 playoff games on campus, which would accentuate the success of that from last year's CFP. The CFP Committee would seed the field and pick the at-large teams. Per Thamel, Big Ten commissioner Tony Petitti ran the idea by his conference Wednesday, sources said, and that it has begun being shared by others. In order to expand the playoff before the 2026 season, the expectation is that leaders need to reach a resolution before the end of this year. Momentum for a 16-team CFP format picked up steam throughout the spring, but leaders throughout college athletics haven't seen eye to eye on exactly how bids to a 16-team CFP would be awarded. The 5+11 model is supported by both the Big 12 and the ACC and it gained more support from the SEC after the league's spring meetings. The 5+11 model would include the five highest-ranked conference champions and 11 at-large bids. Another 16-team CFP model featured the Big Ten and SEC each receiving four automatic bids, the ACC and Big 12 receiving a pair of automatic qualifiers, one bid to the Group of 6 champion and then three at-large bids. Contact/Follow us @HawkeyesWire on X (formerly Twitter) and like our page on Facebook to follow ongoing coverage of Iowa news, notes and opinions. Follow Josh on X: @JoshOnHawks

Frank Sands Reduces Shopify Inc. Holdings by 38.31% in Q2 2025
Frank Sands Reduces Shopify Inc. Holdings by 38.31% in Q2 2025

Yahoo

time3 days ago

  • Yahoo

Frank Sands Reduces Shopify Inc. Holdings by 38.31% in Q2 2025

Exploring the Strategic Moves of Sands Capital Management Frank Sands (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into his investment moves during this period. Frank M. Sands, Jr., CFA is the Chief Executive Officer and Chief Investment Officer of Sands Capital Management, an investment management firm focused on investing in quality growth businesses throughout the world. He spends most of his time on investment research and decision making, as well as business strategy. Sands Capital Management was founded by his father, Frank M. Sands, Sr. in 1992. Frank Sands (Trades, Portfolio), Jr. joined the firm in 2000 after working for six years as a research analyst and portfolio manager for Fayez Sarofim & Co., an institutional investment management firm based in Houston, Texas. Since joining Sands Capital Management, working alongside his father, the firm has continued to produce strong investment results for its clients. Sands Jr. earned a BA from Washington & Lee University, an MS from Johns Hopkins University and an MBA from the Darden School at the University of Virginia. Sands Capital believes that over time, stock prices reflect the earnings growth of their underlying businesses. Their team is dedicated to identifying the relatively small number of truly exceptional growth businesses that they expect to own for many years. The firm has two primary concentrated growth strategies: Select Growth, emphasizing rapidly growing innovative businesses, and Global Growth, emphasizing rapidly growing business all over the world. Warning! GuruFocus has detected 5 Warning Signs with NVDA. Summary of New Buy Frank Sands (Trades, Portfolio) added a total of 3 stocks, among them: The most significant addition was On Holding AG (NYSE:ONON), with 4,614,347 shares, accounting for 0.69% of the portfolio and a total value of $240.18 million. The second largest addition to the portfolio was Carlisle Companies Inc (NYSE:CSL), consisting of 426,360 shares, representing approximately 0.46% of the portfolio, with a total value of $159.20 million. The third largest addition was Palo Alto Networks Inc (NASDAQ:PANW), with 154,863 shares, accounting for 0.09% of the portfolio and a total value of $31.69 million. Key Position Increases Frank Sands (Trades, Portfolio) also increased stakes in a total of 25 stocks, among them: The most notable increase was Intercontinental Exchange Inc (NYSE:ICE), with an additional 2,620,310 shares, bringing the total to 5,313,039 shares. This adjustment represents a significant 97.31% increase in share count, a 1.38% impact on the current portfolio, with a total value of $974.78 million. The second largest increase was Arthur J. Gallagher & Co (NYSE:AJG), with an additional 918,618 shares, bringing the total to 1,121,249. This adjustment represents a significant 453.35% increase in share count, with a total value of $358.93 million. Summary of Sold Out Frank Sands (Trades, Portfolio) completely exited 12 holdings in the second quarter of 2025, as detailed below: Uber Technologies Inc (NYSE:UBER): Frank Sands (Trades, Portfolio) sold all 3,913,222 shares, resulting in a -0.97% impact on the portfolio. Nike Inc (NYSE:NKE): Frank Sands (Trades, Portfolio) liquidated all 3,754,580 shares, causing a -0.81% impact on the portfolio. Key Position Reduces Frank Sands (Trades, Portfolio) also reduced positions in 37 stocks. The most significant changes include: Reduced Shopify Inc (NASDAQ:SHOP) by 4,653,206 shares, resulting in a -38.31% decrease in shares and a -1.51% impact on the portfolio. The stock traded at an average price of $99.95 during the quarter and has returned 39.39% over the past 3 months and 41.15% year-to-date. Reduced Inc (NASDAQ:AMZN) by 1,864,520 shares, resulting in a -16.81% reduction in shares and a -1.21% impact on the portfolio. The stock traded at an average price of $197.77 during the quarter and has returned 6.24% over the past 3 months and 2.36% year-to-date. Portfolio Overview At the second quarter of 2025, Frank Sands (Trades, Portfolio)'s portfolio included 66 stocks, with top holdings including 9.78% in NVIDIA Corp (NASDAQ:NVDA), 5.81% in Inc (NASDAQ:AMZN), 5.56% in Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), 4.35% in Netflix Inc (NASDAQ:NFLX), and 4.22% in Microsoft Corp (NASDAQ:MSFT). The holdings are mainly concentrated in 8 of the 11 industries: Technology, Consumer Cyclical, Communication Services, Financial Services, Healthcare, Industrials, Energy, and Basic Materials. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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