What podcasts say about Sean Russo
Every statement, with the speaker, the exact quote and the moment it was said.
What Sean Russo has said on podcasts
10 statements · 3 positive · 5 negative · 1 mixed · 1 neutral
The market’s trailing price-to-sales ratio is at an all-time high.
“This is the trailing price of sales. And it's at all-time highs.”
Open the episode · Stocks Aren't as Expensive as You Think | WAYT?Listen at 7:55
Higher profit margins raise price-to-sales multiples even when earnings multiples remain unchanged.
“If a company turns more of each sales dollar into profit, its price of sales goes up, even if you're paying the exact same multiple.”
Open the episode · Stocks Aren't as Expensive as You Think | WAYT?Listen at 8:09
The current earnings-growth theme is likely in its first half but will not continue indefinitely.
“I would think we're in the first half of the innings. But I don't think it's going to continue on forever.”
Open the episode · Stocks Aren't as Expensive as You Think | WAYT?Listen at 10:27
The market currently trades at a 19-times multiple below its five-year median.
“The market multiple is 19x right now, excuse me, which is below the five-year median multiple.”
Open the episode · Stocks Aren't as Expensive as You Think | WAYT?Listen at 11:16
Recent technology earnings growth is meaningful because it follows a high earnings base.
“the earnings growth that we're looking at here it's not off of a low base it's actually off of a high base which makes it all the more meaningful”
Open the episode · Stocks Aren't as Expensive as You Think | WAYT?Listen at 14:00
Nike’s share price is approximately unchanged since 2014.
“Nike's at its same price since 2014. It has its own lost decade”
Open the episode · Stocks Aren't as Expensive as You Think | WAYT?Listen at 18:35
Familiarity with a brand does not by itself justify investing in its stock.
“just because you know a brand and use their product does not mean that they're a stock that you should be investing in.”
Open the episode · Stocks Aren't as Expensive as You Think | WAYT?Listen at 21:16
Fraud involving complex IPO structures is more likely during massive bull markets.
“that type of stuff probably only happens during massive bull markets when there's incredible IPOs happening.”
Open the episode · Stocks Aren't as Expensive as You Think | WAYT?Listen at 27:23
Healthcare and energy are supporting the index while other sectors weaken.
“health care and all the other sectors energy are kind of holding us up holding the index up as these other sectors kind of you know feel the pain”
Open the episode · Stocks Aren't as Expensive as You Think | WAYT?Listen at 32:35
Consumers will resist paying $2,000 for Apple’s foldable phone.
“people aren't going to want to pay $2,000 for something that's just like they're already getting tired of.”
Open the episode · Stocks Aren't as Expensive as You Think | WAYT?Listen at 36:10
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.