Aramark ($ARMK) podcast mentions

Timestamped Aramark ($ARMK) mentions across our podcast corpus.

  1. CarTech, Philadelphia's best, other than of course Aramark, which is doing very well. I think CarTech is a buy. I would buy the stock right here, right now. And that, ladies and gentlemen, is the conclusion of the Lightning Round.
    Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/13/26 · 2026-08-13
  2. That and the fact that, look, we just had Michael Lynch here. Let's put him in perspective. He's at the heart of this whole idea of the securitization of the data center, which is still, I think, one of the bigger stories that we've had this year. And it's obviously put in a very positive light. And David, you know that there's just the data Data center touches so many companies. Cisco, the food service, you can say they have Aramark food service. Do you think they have it? Ferguson, I had them on, they have it. Honeywell has it. I mean, hell, they all have it in little bits. But it is a pervasive theme that the analysts are crazy about.
    Jim Cramer · Squawk on the Street · 9am Hour: CoreWeave CEO Mike Intrator, July CPI Report, SpaceX’s AI Outlook 8/12/26 · 2026-08-12
  3. But each day we find companies that have data center exposure that we didn't know. I mean, today, one that just struck me, it's a Philadelphia zone as well, was Aramark, the food services company, put an excellent quarter. One of the reasons they're providing hospitality solutions to the data center, including Texas. Now, that's just a plain vanilla company figuring out how to create wealth by being affiliated with the data center, being affiliated with NVIDIA. Or take tonight, we have Cisco, not the networking company, which is all in the data center anyway. But the food service company, which says that artificial intelligence made them more nimble, more responsive to customers, more profitable. You may or may not believe it. Maybe you think it is, I don't know, AI washing. But Cisco clearly believes it. Maybe that's what matters, though. Look, NVIDIA has become the barometer for what might be as much as a third, some would say a half of the economy. I'm not kidding. We often think that there has to be a top brewing in the data center concept. I still don't see it. Maybe CoreWeave can influence NVIDIA tomorrow as it did report on an amazing quarter tonight, send the stock up, and then I'd have to rethink all my thinking. Well, not really. I'm just talking about shorthand. See, I can't ask you about the CPI like we have tomorrow. I can't say, okay, how's Amazon? How's Apple? What's going on with Alphabet? No one's going to listen to that with me. I would say if Nvidia is doing fine, then the day's okay and I can forget about it and go back to fishing. And we have some other forms of leadership. The financials are acting better. Healthcare is more positive. But the bottom line, my 3 questions tell me what I need to know. Which is that yesterday it was just fine and dandy to go back to fishing for tarpon. And that's exactly what I did. Let's go to Jeff in California. Jeff. Hey, Kramer, I'm wondering if Palantir might be the greatest stock ever in AI history. It keeps going up and up and up. It exploded the last 5 days. Jim, get this. It popped up 44.1% in less than a week. 44% in less than a week, Jim. They have no competition, zero competition.
    Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/11/26 · 2026-08-11
  4. Yeah. So Jake, I think you talked about this with Chris Bloomstrand. Chris has done this work that I think since 2000, I can't remember how many billions, maybe even trillions of share repurchase there's been over time. But the share count of the s and P500, despite all that buyback activity has actually gone up. We're focused on. There's a little company in the UK I love called Johnson Service Group. Johnson Service Group is a. It's an industrial laundry company. If you're familiar with CentOS in the United States or Unifirst or Aramark or G and K Services, these are laundry businesses. And just to point out sort of the, the divergence between US valuations and UK valuations, CentOS recently bought a company called Unifirst in the United States and they paid 28 times EBIT A, 17 times EBITDA and 39 times earnings. Now there's big synergies projected in this deal.
    Jay Hill · The Acquirers Podcast · Tweedy Browne's John Spears and Jay Hill on value investing and insider buying | S08 E17 · 2026-05-14