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GE Vernova

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 22, 2025 by Dan Sundheim · said 4 times in 1 episodes since 2025 · across every show →

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brought up most by Dan Sundheim (4)

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2025 4 mentions in 1 episode

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Everything said about GE Vernova, oldest first

Oct 22, 2025 bullish
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
Oct 22, 2025 neutral
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
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