Clorox ($CLX) podcast mentions
Per Ticker.id: 2 Clorox ($CLX) mentions across 2 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-09.
And the, yeah, it was like, it was Clorox, IBM, Xerox. And the irony is that all of those companies through that 48% bear market in '73, '74, they all delivered on their earnings. Their earnings didn't skip a beat, but they still got annihilated because valuations, right? Inflation will kill valuations. And that's what happened. And at that extreme, the top 50 stocks were trading at 2x the PE of the bottom 450. Same thing happened in late '90s. From 1998, that LTCM moment, the melt-up started. From that point, the top 50 doubled their PE from 20 to 40 while the rest of the market stayed at 20.
Jurrien Timmer · The Compound and Friends · This Is Where the Rubber Meets the Road, with Jurrien Timmer · 2026-10-09I was so self-absorbed and assumed that everybody just thought, oh, he's awesome, and when he gets successful, he'll be nice to all of us. I should have done a much better job understanding their priorities, investing in their desires, and really taking time to understand what their unique needs were, outlining what was going on in the company and how that success was gonna translate to their success, and proving to them with my actions that I understood their priorities and I was trying to adapt to it. One thing I did do well in the '90s before it was cool, I hired a lot of mothers, a lot of women with graduate degrees from Darden, from Tuck, who had left the brand management world, in America, Nestlé or P&G or Clorox. I was, uh, my company was in San Francisco and I would say to them, come into the office 2 days a week and you can stay at home 3 days a week and be with your kids and work remotely.
Scott Galloway · The Prof G Pod with Scott Galloway · Protecting Your Portfolio in a Bubble, and Is a Move to America Worth the Money? · 2026-09-28