Coca-Cola, every mention
2 scenes · ← back to Coca-Cola
tap a year for its mentions
every year anyone Brad Gerstner 2Bill Gurley 2
Verbatim, from the transcripts: the passages where Coca-Cola comes up
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:47 Brad Gerstner You know, to say it another way and to give an example, people often ask me, they're like, you know, Coca-Cola may have low single digit growth and trade at a higher multiple than a tech company that's also profitable and has a high rate… 2 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 11:47 Bill Gurley You know, different businesses have different amount of durability, and so, you know, Coca-Cola might only have a three percent growth rate, but it might have a 40 or 50 PE because everyone is willing to bet that 75 years from now you'll… 2 times in the scene