US Public Equities
topic on 3 shows · 4 statements across 4 episodes
Invest Like the Best 
Catalyst 
Capital Allocators
4 statements about US Public Equities, every show
Escobari: US equities trade at 97th valuation percentile over 25 years
“US public equities are trading at 26 times earnings for a four percent Forecasted growth, which is at the 97th percentile of the last 25 years.”
Charles: US public equities top 90th percentile, PE entry multiples hit record highs
“You're in the 90th percentile plus in every valuation metric that matters for US public equities, and entry multiples in private equity have never been this high, and holding multiples have rarely been this high.”
Matthew: Only 50 to 100 US public stocks are pure-play climate tech
“If you break down that universe of what you're calling, you know, the pure climate technology or climate service companies, you might end up with a universe of, let's call it, 50 to a hundred names just using rough approximate numbers, and so that's often chal…”
New York Yankees equity compounded at 9.7% annually over 115 years
“Over the last, I think it's 115 years, US inflation has run at an annualized rate of around, I think it's 3.1%.
US public equities have compounded at around a 5.9%.
And equity in the New York Yankees has compounded at 9.7% per year for a 115 years.”