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The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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CHEEKY PINT Assertion Supported
Sundheim: GE Vernova trades at 2x Siemens Energy's enterprise value
“G Renova trades at two x the enterprise value of Siemens energy, just to give you a sense of like, and ultimately, there's no reason why the margin should be higher at G Renova. The revenue base is the same.”
Dan Sundheim Oct 22, 2025 ▶ 1:08:13 Dan Sundheim of D1 Capital on the art of public market investing
CHEEKY PINT Assertion Partly supported
Sundheim: Siemens Energy and GE Vernova have near-identical revenue and businesses
“Siemens Energy and GE Vinova are basically the same company. Like, there's no two companies I've ever looked at that are more similar. They have almost the same revenue, dollar revenue, I think it's like, 45, 50.”
Dan Sundheim Oct 22, 2025 ▶ 1:07:43 Dan Sundheim of D1 Capital on the art of public market investing
CHEEKY PINT Prediction Held up
Sundheim: Neobanks like Nubank and Revolut will increasingly take market share
“Iterate on product faster, have better engineers, and I think that those banks are going to increasingly take market share.”
Dan Sundheim Oct 22, 2025 ▶ 1:33:28 Dan Sundheim of D1 Capital on the art of public market investing
CHEEKY PINT Assertion Supported
Sundheim: Clean Harbors owns majority of US hazardous waste incinerators
“There's a couple called Clean Harbors, which I like a lot, which is, they do hazardous waste, and they own the majority of the incinerators in the United States. You can't really build more incinerators because of NIMBY.”
Dan Sundheim Oct 22, 2025 ▶ 1:00:32 Dan Sundheim of D1 Capital on the art of public market investing
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