Dan Dreyfus

speaker

166 appearances 3 recordings 2 series first heard Jun 2026 last heard 12 Jun

Dan Dreyfus’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 3.

Appearances

newest first · ▶ plays the moment

All-In with Chamath, Jason, Sacks & Friedberg · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live · 12 Jun 2026 podcast

Just sit there and run the business.

Let their Amazon data center contract roll up.

These guys will be generating $50 a share of free cash flow per year.

Again, the stock is in the high 300.

So it's about seven times free cash flow.

Good infrastructure assets in the US traded about 15 times.

So that's pretty good.

You get a double for basically management just sitting around and doing nothing.

But if they continue to figure out ways to sign contracts with data centers at premium prices, or if power prices go up, I mean, the amazing thing right now is in the PJM, where these guys operate, the power price is still too low to stimulate new capacity.

The math still doesn't work, which is really mind-boggling.

So if power prices go up a bit, they do more deals, you get to $70 a share of recurring annual free cash flow.

Put a 15 multiple on that, that's 1,050.

But then if they get into building power plants, right?

And right now the regulator is telling these companies to go sit in a room, power producer, data center, come in a room, make a deal so that you build power and get a good return on it.

And the data center gets their power, gets a good return on it.

And Talon is in a pole position to be able to do this.

If they just build like four gigawatts of the 100 gigawatts that we need,

you could get up to over $100 a share of free cash flow.

The stock's in the high 300s today.

So go and buy the shares.

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