biggest companies
also referred to as: the biggest companies
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 30, 2020 by Ben Inker · across every show →
Everything said about biggest companies, oldest first
Mar 30, 2020 neutral
Inker: Profitability gap between mega-caps and peers widened most in US
“There is no question the gap between the biggest companies and everybody else in their industries, the gap in profitability has widened very significantly, and that widening has been much more pronounced in the U.S. Than it has been elsewhere.”
Feb 19, 2024 bullish
Mauboussin: Mega-Cap Economics Have Defied Classical Theory Since 2000
“Since 2000, roughly speaking, it feels like the economics of the biggest companies have been almost economic law defying by that. I mean, two things. One is they've grown faster than what we would expect big companies to do. And they've sustained very high ret…”