Steve Gorelik
PersonHeard in 1 episode across 1 show since Aug 2026
Steve Gorelik is a fund manager at Firebird Management, an investment firm. He is known for developing and presenting investment theses on publicly traded companies.
Episodes
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
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| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 1 |
| Sep 2026 | 0 |
| Oct 2026 | 0 |
What Steve Gorelik has said on podcasts
19 statements
DNow’s acquisition-led distribution model can produce efficient growth and strong returns on capital.
“And as a result of that, you get a fairly good, efficient growth and returns on capital.”
Open the episode · $DNOW: the boring distributor that could double on 2029 numbers | Firebird ManagementListen at 5:30
DNow’s oil-and-gas market may be stabilizing or beginning to grow.
“But I think there is something that's happening here.”
Open the episode · $DNOW: the boring distributor that could double on 2029 numbers | Firebird ManagementListen at 9:01
Rising U.S. rig counts are helping DNow.
“So like in US, we're talking about the rate counts. Right now, I think we're around something 590. We started six months ago, we were at 530. So we're already seeing about a 10% increase in number of rigs in the United States, which is actually helping companies like Dinao.”
Open the episode · $DNOW: the boring distributor that could double on 2029 numbers | Firebird ManagementListen at 12:46
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.
Episodes
1 episode featuring Steve Gorelik, newest first
