David Solomon
speaker
1,572 appearances
35 recordings
8 series
first heard Oct 2025
last heard 8 Jul
David Solomon’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 — 35 in all, peaking in Feb 2026 with 14.
Appearances
And so hold it as approximate.
The top 10 companies are trading on forward earnings in the low 30s.
In the late 90s, 2000 internet boom, those companies were trading at more like high 40s to 50.
You think about Cisco when its market cap was over $600 billion.
So these multiples, yeah, are high, but the growth's pretty good.
The earnings are real.
Those numbers are on the high end of the distribution, for sure, but not crazy.
The other 490...
are trading between kind of 17 to 20, which by the way, 20 high side, when you add it all together, it's kind of 22 times forward.
A lot of it's at 17.
I actually think the 17 sounds pretty attractive if you think that all these companies are going to be able to use technology, not all of them will execute successfully, but be able to use technology to improve operating processes and create more efficiency and therefore faster earnings growth and more investment in their business.
You should see over the next five years improvement
in the earnings growth of that other 490.
I'm talking on average.
So is the market running?
Yes.
Are people crowding into a handful of stocks because they're fearing of missing out?
Yes.
That's what I meant about the greed versus fear.
But this could go for quite some time because it's narrow and on a historical context,
Showing 621–640 of 1,572 · page 32 of 79
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