$KO Coke Tape Reports
Per Ticker.id: $KO Coke Tape Reports — 47 podcast mentions across 10 podcasts (30 days), latest 2026-08-21 14:14 UTC.
Yeah, I mean, you gave me a lot of hints along the way, but isn't that amazing? Oh, so you know, this is the, this is the thing with, this is the thing with technicals and charts. I have a bias about every company I hear about, especially if it's a consumer-facing company. Like, in other words, I have no, I have no bias about let's say we're talking about Micron and Western Digital, 'cause I don't interact with their products. So those are easy for me. I just, it's charts only, right? I look at the earnings growth, I read the analyst comments, and then I look at the price. Those are easy to not have a bias. Walmart and Target, I mean, McDonald's, Coca-Cola, Anheuser-Busch, Disney, Netflix, Spotify, impossible not to have a bias, right? You have— you have got to use charts and technicals to tell you when your stupid bias is being laughed at by the people who are actually putting their own money on the line with trades. And so this is why I've— my— almost my entire career, I have just been like a chart and fundamentals person, not one or the other. Because what you saw in that Target chart when it started to outperform Walmart, you might have looked at the stock price and said, Target, what a piece of shit. Because that's how we all, we're all predisposed to make snap judgments. Do you know why that's the case? Not to belabor this, because it's survival. You see a group of people that look dangerous, you turn around and walk the other way. And you live on to pass your genes to the next generation. So these snap judgments that we make in one second where we decide this looks like it's safe to eat, this looks like it might kill me, that's necessary for human life. It works against you in investing. Humanity did not develop, um, its, its survival instincts alongside financial markets. We have 100,000 years of human evolution. We have 400 years of stocks back to Amsterdam, right? So we don't have these built-in mechanisms for no reason. It keeps us alive, right? But it doesn't help when we're thinking about stocks. Oh, I love this company. I hate this product. I like that CEO. What are you, an idiot? How could that possibly work?
Josh Brown — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25Doesn't matter if the deal was canceled by some governor. But we know the multiple was shrinking. Anyway, because of the chatter, because of the rhetoric, does that mean you need to sell your stocks that are involved with the data center? Be like us in the trust. I think you sell some. You can't be as heavily invested in this theme because the price earnings multiples are not going to expand. And if the dwindling supporters of data centers lose their positions coming election, the people selling these stocks now will look like geniuses after the election. But let's say, how about the money that's flowing into Procter Gamble and Coca-Cola or UnitedHealth and the Hinge Health, the JPMorgans and the Targets. Can the Alphabet, the SanDisk, Western Digital, Seagate, Micron, among others, keep their groups afloat? The answer is yes, because it isn't just these stocks. The list is as long as your arm. Virtually anything healthcare works. Same with travel and leisure. People just want out of data center. And these are the convenient places to put. One saving grace, though, and it's a big one right now. The cost of building a data center is being boosted by many companies constructing these things on spec. Not just the hyperscalers. It's not a coincidence, is it, that the stocks of Amazon, Alphabet, Microsoft, and Meta are ramping, going up hot, furiously, furiously. Bye-bye. See, they're the biggest beneficiaries because they can afford to compensate local communities and get their warehouses full of servers built while the spec builders will indeed get obliterated. And they have the ability again to create that code of conduct. If they weren't such a bunch of knuckleheads, they would. If you get rid of the smaller speculative builders, you get rid of the insane competition that's pushed up the price of everything from land to construction to labor, electricity, and of course, the inside of, of a data center like NVIDIA, which reports Wednesday and has now been down for 7 straight days, I think largely because of worries about data center slowdowns. The Magnificent Four are the winners. All right. How about the Fab Four? It's probably better. I think they'll keep winning as they've been the losers when people extrapolate the cost of building these data centers. Right. They always think, oh, more CapEx, more CapEx. Sell, sell, sell.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/24/26 · 2026-08-24Well, the, the, the club, the Hells Angels name, the logo is— people claim this, and I, I think there's a lot of merit to it, that that the Hells Angels brand is one of the most powerful and recognized brands of— in existence. Whether that's true or not, you know, I guess that's up for debate. When we established in the late '70s, we thought we got to establish a trademark board, we've got to protect our trademark. Uh, I was on the board. Uh, a gentleman I do not get along with to this day, uh, Flash was on the board, done a lot for the club, did a lot for the trademark. I'm not going to take that away from Irish, was on the trademark board, you know. You know, Irish was murdered, uh, different individuals. I think there might have been 7 or 8 of us on the initially on the board. We used Limbach, Limbach and Sutton, some very powerful trademark attorneys on the West Coast. They were located up in the Bay Area, and they handled— I may have some of these wrong, but I don't, I don't think so— they handled Levi Strauss. I know that one for sure. Coca-Cola, perhaps Pepsi-Cola, MasterCard. The rest of them I couldn't really remember. They were insignificant to me. And the Hells Angels. So you had these trademark lawyers representing these powerful trademarks, recognizable trademarks, Levi trademark, the MasterCard, whatever it may be. I get a phone call from Mr. Sutton. He says, "George, I'd like to talk to you." And I said, "Well, I'm in Southern California. I got it." He goes, "It's very important you come up here. I want to talk to you." No misunderstandings, I want to tell you something. So, you know, I'm going, this is not going to be good. So I, I go up there. This is back, like I say, in early '80s. Uh, you could fly to San Francisco for $30. There's a plane every 45 minutes, you know, there and then one back. So I jump on a plane, I go up there, and Mr. Sutton says that the other trademark brands have discovered they're also representing the Hells Angels. And he said, they don't want their trademark brushing up against yours because it's not a good image. The Hells Angels don't have a good image.
Shawn Ryan — The Shawn Ryan Show · #333 George Christie - Surviving 40 Years in the Hells Angels · 2026-08-24Tonight I'm helping you translate the cryptic and occasionally unfathomable terminology that makes owning stocks so darn difficult. Yep, I'm giving you the phrasebook to navigate your way through the world of investing. Hey, well, why don't we call it the Michelin Guide to Fine Stock Timing? Consider it the televised Encyclopedia of Craymerica for tearing back the cloak of mystery that can make managing your own money seem like an impossible task. The process of picking stocks shouldn't seem as difficult as, say, conducting triple bypass heart surgery on yourself. You don't have to be Stephen Hawking or Albert Einstein to understand this stuff. Although with the way a lot of the pros talk about stocks, I bet even Einstein would have a tough time figuring out what the heck they're saying. Now, I just explained the difference between cyclical companies. I think industrial smokestack businesses that need a healthy economy in order to grow earnings versus secular growth names. Think toothpaste, okay? That consistently expand at about the same pace regardless of where we are in the business cycle. How you have to sell the cyclicals and buy secular growth when the economy starts to slow, then do the reverse as it starts to pick up steam. This is the playbook that all the hedge funds use. And even though these hedge funds can often behave like herd animals, wildebeests who often buy and sell the same stocks at the same time, they operate this way because their playbook works. The reason for that has to do with another piece of Wall Street gibberish lexicon that you absolutely absolutely must know if you're going to pick stocks by yourself. It's called the price-to-earnings multiple, or P/E multiple, or just the multiple. They all refer to the same thing, and it's the cornerstone of how we value stocks. In fact, when you hear talking heads pontificate about how some stock has become overvalued or undervalued, they're almost always really talking about the price-to-earnings multiple. When you hear someone say that Pepsi is more expensive than Coke, okay, They don't mean that Coke's cheap because it's trading in the 50s while Pepsi's trading in the triple digits. No, the share price tells you nothing about a stock's valuation vis-à-vis another stock. To make any kind of apples-to-apples comparison, you take a step back.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/21/26 · 2026-08-21See, when you buy a stock, you're actually buying— paying for a piece, small piece of a company's future earnings stream. That's what the stock is. So to value a stock, you have to look at where it's trading relative to the earnings per share. Which you often see rendered as EPS. And that's what the multiple allows you to do. Now, here's the basic algebra, not even math, that any 4th grader, I think, should be able to do. The share price P equals the earnings per share E times the multiple M. Okay. The multiple tells you how much investors are willing to pay for a company's earnings. We don't care that Coke stock might be at $55. We care that it sells for 19 times earnings. We don't care that Pepsi Vasco, say, might be at the time 165. We care that it sells for more than 20 times earnings. Or to put it another way, the multiple is the special sauce of valuation. The main ingredient in that sauce? Growth. How much bigger the earnings will be next year than they were this year and the year after that and the year after that. On and on. The stocks of companies with faster growth tend to get rewarded with higher price earnings multiples. Why? Okay. Remember, the multiple is all about what we're willing to pay for future earnings. And the more rapidly a business grows, the bigger its earnings will be down the road. So if a fast-growing software sell— stock sells for, let's say, at 25 times earnings, that doesn't make it more expensive than a slow but steady grower like Pepsi at 20 times earnings. The faster grower actually deserves the bigger multiple. Now here's where it gets really interesting. Price-to-earnings multiples aren't static. In different markets, people pay more or less for the same amount of earnings. When they pay more, we call that multiple expansion, and when they pay less, it's called multiple contraction. Two more terms that sound much more complicated than they really are. For example, whenever interest rates skyrocket, making the bond market competition a lot more attractive, we see market-wide multiples contract because everybody's future earnings are suddenly worth less by comparison. Of course, the earnings aren't static either.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/21/26 · 2026-08-21So let's take again, I'll use the example of Coca-Cola. Coca-Cola is an extremely profitable, cash-generative, well-run business. It has existed for, I don't know, 100+ years at this point. It will exist for many hundreds more if left to their own devices. It is a global business. Right? Take Pfizer, same situation. Well-run business, global business. And now what you will tell them is— unless you tell them, "Hey, anywhere you operate, you need to follow American rules." Okay, that's one thing. Or it'll say, "Inside of America, you need to follow our rules, and other governments will have different rules." Now what is Coca-Cola to do? Run the slower, more costly, less effective, less valuable model in the United States? Sure, they'll do that, and their US business will cripple. They will have a better flourishing business abroad. They will invest abroad. And what you will see is FDI, foreign direct investment, in the United States go off of a cliff. And what you will see is direct investments into other countries of the world rise. You've seen this, by the way, in China when China made all these moves to cripple the Chinese tech companies. I think this is the best analogy. There was a moment where China was at a fork in the road, where the large oligopolists there, the large tech oligarchs, were trying to seize power. And the tip of that spear was when Jack Ma gave that very famous speech on the eve of the IPO of Ant Financial. What happened? Xi Jinping cracked down. They took complete control. They said, we are now operating together. Everybody that is worth anything will have a representative from the Chinese government on their board. We have the golden vote. We're going to work together. When you look at what happened to foreign direct investment and you look at what happened in their economy, it fell off of a cliff. That will happen here if this happens. So they can try, and everybody will say okay. And what, what the Coke CEO will do is redirect all of his capital allocation to outside of America. So will Pfizer, so will I, so will anybody. And then what are you going to do, take away our passports so you can't travel? So I think it will be a very visible way of just destroying the United States.
Chamath Palihapitiya — All-In with Chamath, Jason, Sacks & Friedberg · Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up · 2026-08-21No, no, we don't want Seltzer. Sure, we got Coca-Cola.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/20/26 · 2026-08-20Coke is—
Speaker E — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/20/26 · 2026-08-20