seven companies
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 6, 2025 by Andrew Feldman · across every show →
Everything said about seven companies, oldest first
Oct 6, 2025 negative
Feldman: S&P 500 Investors Face Heavy Tech Concentration Risk, Not True Diversification
“If people continue to think the S&P is sort of an index of the global economy or, and it's not, It's 30% or 50%, seven companies. Then they're exposed to sector risk that they weren't signing up for. They thought they were diversified. And in fact, they're hea…”
Oct 27, 2025 neutral
David Cahn: Seven Tech Companies Account for 40% of S&P 500
“We're living in an anomalous monopoly era. And it's funny because there's so many comparisons to industrial revolution, and in some ways we're living in this new gilded age. And we have these seven companies, and they represent 40% of the S&P 500, which is jus…”