Dan Caplinger
speaker
1,715 appearances
16 recordings
4 series
first heard Oct 2023
last heard 18 Sep
Dan Caplinger’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Nov 2025 with 3.
Appearances
But I kid, we're not going to do that.
Elon Musk doesn't need my advice.
Yeah.
Every banker is already on this deal.
But Elon, I might say, we talked at the beginning, they're only selling a small number of shares to get a massive valuation.
That's impressive on paper.
Given the XAI need, maybe though,
get a lower valuation, sell more shares and actually fill the cash coffers?
I don't know, just an idea.
I know it wouldn't be as cool as $2 trillion, but maybe they're making the wrong move here, Travis.
I'm going to play the hits here.
I'm going to play my hits.
I'm going to start out with one of my oldest investments and I think it's just a great opportunity today.
Transdyn, ticker TDG, this aerospace parts manufacturer that somehow over time has managed 45% plus gross margins and continuously.
They do it in a neat way.
This is a stock that's only up 2,360% in the last two decades, Travis, so not bad.
That's not bad.
Not bad.
They are right now trading near a 52-week low.
They are not exposed to the right part of the cycle right now, which has been holding them back.
Showing 681–700 of 1,715 · page 35 of 86
← Previous
Next →