Gemma Dale

speaker
925 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

Gemma Dale’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
2 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

Appearances

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Used to be an index fund if you were around a long time ago.
When you buy an ETF that tracks an index, generally speaking, they've got a whole lot of strict rules about when a company can or won't be included.
Tesla's the classic example.
Tesla was a top 10 company by market cap and was not in the S&P 500.
And the reason it wasn't in the S&P 500 is it didn't meet the profitability requirements.
And that's only one of the three requirements it had to meet.
So there's a free float requirement, which is basically how much of the company is available on market versus how much is held by private investors.
SpaceX, very little is available to the public market, even though it's the biggest IPO.
Yeah, yeah, yeah, teeny tiny, right, relative to the amount that's still held by earlier investors.
So there's a free float requirement.
There's a profitability requirement.
And that profitability requirement, Tesla just did not meet.
It was unprofitable for a long time.
And then it finally got across the line.
And there's also the amount of time it has been listed, so generally 12 months.
Tesla finally got there and went into the top 10, which was pretty crazy, right?
It was enormous and trading on 300 times PE at the time.
By the time it made it into the S&P 500, there are so many implications from that.
Part of it is there's a huge run up before it's included in the index because everybody goes, once you're in the index, you get all the passive flows and the passive flows we now know are an enormous proportion of the market.
So that is just
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