← Daniel Manka

What podcasts say about Daniel Manka

Every statement, with the speaker, the exact quote and the moment it was said.

What Daniel Manka has said on podcasts

11 statements · 8 positive · 2 negative · 1 neutral

  1. GE represents more than 30% of Chris Hohn’s $50 billion portfolio.

    “with GE being more than 30% of his $50 billion portfolio”

    Listen at 2:16

    Open the episode · TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
  2. GE Aerospace is the highest-quality business in the aviation industry.

    “GE Aerospace really is the pinnacle of quality in that industry”

    Listen at 2:33

    Open the episode · TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
  3. GE shares had recently declined approximately 20%.

    “GE's shares are down about 20% recently”

    Listen at 3:51

    Open the episode · TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
  4. GE’s engine went from near cancellation to becoming the best-selling commercial jet engine.

    “it went from 2 weeks away from cancellation to being the best-selling commercial jet engine in history”

    Listen at 16:18

    Open the episode · TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
  5. “GE was removed from the Dow Jones after having been a member for over 100 years”

    Listen at 23:07

    Open the episode · TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
  6. GE’s three successor companies are collectively worth over $600 billion.

    “the 3 companies that he would then split it into are now collectively worth over $600 billion today”

    Listen at 25:31

    Open the episode · TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
  7. GE’s annualized return roughly doubled the S&P 500’s over eight years.

    “GE pretty comfortably doubled it”

    Listen at 26:04

    Open the episode · TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
  8. The LEAP holds approximately 55–60% of its relevant engine market.

    “the LEAP has somewhere between 55 to 60% of that market”

    Listen at 37:02

    Open the episode · TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
  9. The LEAP backlog is probably near 15,000 engines, representing six to eight years of production.

    “it's probably closer to 15,000, which is 6 to 8 years of production”

    Listen at 40:52

    Open the episode · TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
  10. GE’s long-term debt has declined to approximately $17 billion.

    “by now that debt is down to a much more manageable $17 billion”

    Listen at 58:55

    Open the episode · TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
  11. GE could warrant an exit multiple of approximately 30 times earnings or higher.

    “a business that's as well insulated and competitively advantaged as GE would warrant something like a 30 times exit multiple or more”

    Listen at 1:12:25

    Open the episode · TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.