U.S. companies

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 21, 2019 by Ana Marshall · across every show →

Everything said about U.S. companies, oldest first

Oct 21, 2019 neutral

Insight

Marshall: US Equity Multiples Are Higher Due to Lighter Corporate Regulation

“So in the United States, especially in the last 30 years, it's been basically very light regulation, and the corporate sector gets to do a lot of things. Whereas in the rest of the world, that doesn't happen. And so you see, in some ways, that's why multiples …”

Ana Marshall Oct 21, 2019 ▶ 13:04 Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Jul 6, 2026 positive

Opinion

Dorsey: The SEC Is the Toughest Securities Regulator on the Planet

“One is called the SEC, which is the nastiest securities regulator on the planet, which is great for us as investors.”

Pat Dorsey Jul 6, 2026 ▶ 44:20 Moat Investing Nuances – Pat Dorsey (EP.509)

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U.S. companies

Everything said about U.S. companies, oldest first

Turn any episode into a week of clips.