Sean Russo
speaker
443 appearances
3 recordings
1 series
first heard Jun 2026
last heard 8 Sep
Sean Russo’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 — 3 in all, peaking in Sep 2026 with 1.
Appearances
But I don't think it's gonna continue on forever.
The the market multiple is nineteen X right now, excuse me.
Which is below the five year median multiple.
It's right at the average median over the last ten years.
So we're pricing in those fears of circular spending or non stable earnings.
Like that's priced in.
That's why we're trading at nineteen X.
growth?
This is my earnings growth chart.
Walk us through it.
So this is from Jim Bianca at Bianca Research.
Uh we're looking at quarterly year over year earnings growth.
I'm sorry, it's it's Bianco.
He is not uh I'm sorry.
A lady of the night.
Bianco, Jim Bianco.
Um anyway, we're looking at quarterly year over year earnings growth of the S P five hundred and we're looking at just operating earnings in the blue.
And that gray bar, that last Q2 2026 gray bar, is what the year over year earnings growth would be if you included the realized investments.
All of the other blue bars do not include it.
So t two things I want to point out here.
Showing 41–60 of 443 · page 3 of 23
← Previous
Next →