StarZero All shows Try the podcast clipper →

earnings power

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 12, 2021 by Yen Liow · across every show →

Everything said about earnings power, oldest first

Apr 12, 2021 positive
Insight
Liow: Valuation multiples matter little for 10-year equity returns
“In the short term, multiple is a very large driver. By the time year three through five, it's almost exclusively earnings power that's driving total return, and by year 10, multiple almost has nothing to do with it.”
Yen Liow Apr 12, 2021 ▶ 15:44 Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)
Jan 11, 2024 positive
Insight
Stock prices are predominantly driven by business earnings power over 5–7 years
“Really five to seven years is the minimum you need when the horse really starts pulling the cart, and so that's a fundamental sort of relationship that you have to believe in. Now, that doesn't mean you can completely ignore valuation, and valuation is One of …”
Brian Christensen Jan 11, 2024 ▶ 12:57 Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more