What podcasts say about David Sewell
Every statement, with the speaker, the exact quote and the moment it was said.
What David Sewell has said on podcasts
25 statements · 22 positive · 1 mixed · 2 neutral
Solstice sees generational growth opportunities in semiconductors and electronics.
“we're at a generational growth opportunity in semiconductors and advanced electronics.”
Open the episode · Mad Money w/ Jim Cramer 7/6/26Listen at 12:42
The merger will create a comprehensive, world-leading advanced-materials business.
“the combination of our two companies, we believe, gives us a comprehensive product portfolio and really a world-leading advanced materials business”
Open the episode · Mad Money w/ Jim Cramer 7/6/26Listen at 12:49
The merger consideration includes half a Solstice share and $10 cash per Element share.
“Element Solutions received a half a share of Solstice stock, as well as $10 in cash”
Open the episode · Mad Money w/ Jim Cramer 7/6/26Listen at 14:14
Solstice’s nuclear business is fully booked through 2030.
“our nuclear business has sold out through 2030.”
Open the episode · Mad Money w/ Jim Cramer 7/6/26Listen at 14:54
Solstice is critical infrastructure for AI and data centers.
“we are a critical infrastructure for AI and data centers. We're really well positioned for the future.”
Open the episode · Mad Money w/ Jim Cramer 7/6/26Listen at 15:25
Demand for Solstice’s advanced-materials portfolio will grow unprecedentedly for a decade.
“It's growing at unprecedented levels for the next decade.”
Open the episode · Mad Money w/ Jim Cramer 7/6/26Listen at 16:00
Solstice’s share price will rise as it executes its promises.
“as we execute and deliver. on what we promise the share price will follow.”
Open the episode · Mad Money w/ Jim Cramer 7/6/26Listen at 16:16
The merger will produce 3.5x leverage initially and below 3x within 18 months.
“We are only going to be three and a half times net leverage with this deal. We'll be down below three times levered. within 18 months.”
Open the episode · Mad Money w/ Jim Cramer 7/6/26Listen at 17:32
The merger will be earnings-accretive in its first year.
“This deal is accretive in year one.”
Open the episode · Mad Money w/ Jim Cramer 7/6/26Listen at 17:41
The merger will streamline Solstice and enable above-market growth.
“it'll allow us to tailor make the portfolio be maybe a little bit more streamlined and focused so we can just. get down the fairway and grow faster than the market”
Open the episode · Mad Money w/ Jim Cramer 7/6/26Listen at 18:23
Solstice Advanced Materials is optimistic about future growth
“we're really excited about the future”
Open the episode · Mad Money w/ Jim Cramer 5/6/26Listen at 31:32
Solstice is accelerating expansions because demand is strong
“we're trying to accelerate that expansion because of the demand”
Open the episode · Mad Money w/ Jim Cramer 5/6/26Listen at 32:00
Solstice operates the only U.S. uranium hexafluoride conversion site
“We have the only uranium hexafluoride converting site in the United States. One of four in the world, basically.”
Open the episode · Mad Money w/ Jim Cramer 5/6/26Listen at 32:17
Solstice electronics business is experiencing significant growth
“The growth there has been significant.”
Open the episode · Mad Money w/ Jim Cramer 5/6/26Listen at 32:59
Solstice refrigerant transition will pressure margins before aftermarket recovery
“we'd see a little bit of margin pressure until the aftermarket kicked in, which we'll start to see in the second half of this year”
Open the episode · Mad Money w/ Jim Cramer 5/6/26Listen at 33:38
Solstice is well positioned for secular growth trends
“We are really at the forefront of these secular growth trends, and we're very well positioned.”
Open the episode · Mad Money w/ Jim Cramer 5/6/26Listen at 34:15
Solstice is integral to the SMR uranium-conversion supply chain
“we're an integral part of that uranium conversion”
Open the episode · Mad Money w/ Jim Cramer 5/6/26Listen at 35:41
The earnings multiple is the most important factor in investing.
“Because it's the most important thing in investing.”
Open the episode · Mad Money w/ Jim Cramer 3/20/26Listen at 29:14
Most of Walmart’s return came from multiple expansion rather than earnings growth.
“80% of the return came from the multiple, not the earnings.”
Open the episode · Mad Money w/ Jim Cramer 3/20/26Listen at 29:55
Brands offering greater customer value historically grow 5–8% faster.
“They grow historically five to eight percent faster than low value for the price brands.”
Open the episode · Mad Money w/ Jim Cramer 3/20/26Listen at 30:37
Higher-value brands have 7–9% greater future purchase intent.
“Their future purchase intent, what we look at, is 7% to 9% higher.”
Open the episode · Mad Money w/ Jim Cramer 3/20/26Listen at 30:45
High-value brands can receive 15–20% higher valuation multiples.
“they also get the added benefit if they trade up 15% to 20% multiple.”
Open the episode · Mad Money w/ Jim Cramer 3/20/26Listen at 30:50
Future AI agents will compare products by value, not only price.
“your AI agent is not only going to do price comparisons for you, they're going to do value comparisons.”
Open the episode · Mad Money w/ Jim Cramer 3/20/26Listen at 35:12
U.S. housing construction will eventually support Weyerhaeuser’s business.
“We've got to build millions of homes. That's going to be a strong tailwind for our business ultimately.”
Open the episode · Mad Money w/ Jim Cramer 12/11/25Listen at 28:53
Weyerhaeuser is currently undervalued.
“there's no question at this point we're undervalued.”
Open the episode · Mad Money w/ Jim Cramer 12/11/25Listen at 34:06
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.