Dan Kent

speaker

601 appearances 44 recordings 2 series first heard Apr 2026 last heard 7 Sep

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

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recordings per month · last 12 months

Recordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.

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okay, this is the one that I want to talk about to the audience.

This is the one that I want to use because how nice is it to be able to remix even just a passive S&P 500 type of index?

It's like, oh, I want S&P exposure, but I don't want 7% of the portfolio to be in Tesla or whatever the exposure is today.

That could be where some people...

I am also, while you're talking, Sean, I'm punching all of these names into a fiscal dashboard right now.

I want to do an analysis of all the performance too.

I should have thought of this before, but we're doing it live.

So should we get started?

I have some interesting facts on performance here, okay?

There's 21 names on a trailing one-year basis.

19 of them have had a positive performance over the last 12 months in terms of up.

It's pretty good.

Eight of them have more than doubled and two of them have nearly quadrupled during that time.

So very interesting.

I mean, anyone associated with the infrastructure here hasn't at this point, it's not just like, Ooh, this might be some speculative play.

Like a lot of the times you've already seen these come out in the financials, which I think is kind of more style, our style anyways.

Being an electrical engineering firm right now who specializes in working with data centers is a good place to be.

Well, you know what's a winner is natural gas power plants, which is not...

particularly clean.

Cleaner.

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