Jon Quast

speaker

8,012 appearances 79 recordings 2 series first heard Oct 2025 last heard 10 Sep

Jon Quast’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 — 79 in all, peaking in Aug 2026 with 10.

newest first · ▶ plays the moment

Motley Fool Hidden Gems Investing · The Challenges of the China Market · 2 Jul 2026 podcast

With even AI tooling, I can make some prompts and start going down some rabbit holes and discovering some companies. voice-verified

So I think that that will lead to more people discovering things. voice-verified

I think that does increase the possibility of herd mentality. voice-verified

And I will point out that herd mentality isn't necessarily wrong. voice-verified

The herd can be right. voice-verified

And so I want to play devil's advocate right there. voice-verified

And I'll play devil's advocate here, too. voice-verified

I mean, you look at Caterpillar stock. voice-verified

trading at 51 times earnings. voice-verified

Yeah, that's unusual. voice-verified

It's five-year average down at 20 times earnings. voice-verified

So more than double what it normally trades at. voice-verified

But does it have above average earnings growth potential on the horizon? voice-verified

And I would say it potentially does there as well. voice-verified

Some analysts are calling for 60% earnings per share growth over the next three years. voice-verified

You can imagine a scenario where in particular it's reciprocating engines. voice-verified

It's looking to triple its capacity to produce those. voice-verified

You could see a scenario where three years and beyond earnings growth even picks up more because business demand is so strong. voice-verified

So maybe those earnings growth do carry it and justify the valuation today. voice-verified

Now, that's not my highest bet for the future. voice-verified

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