Clear Secure ($YOU) podcast mentions
Per Ticker.id: 1 Clear Secure ($YOU) mention across 1 podcast (30 days) — timestamped, verifiable quotes, updated 2026-09-23.
There was a significant lag after a very clear order that they had to restore that badge access allowing those 3 outlets and their personnel to go inside the White House and to continue to do their jobs. It's unclear why that lag happened. In part, there are systems involved. There's the computer system that allows a reporter to clear security, things like that. Maybe that was some of it, the bureaucracy of getting the day moving. But it became concerning enough that the lawyer for those outlets went back to the court and said, you must enforce what you have ordered, we're concerned that it won't be done, and set a new deadline. And within that deadline, what we saw happen was there was a sworn statement from a White House official outlining the timeline of their actions, and then we saw personnel from those three outlets being admitted to the White House. Was it additional pressure that brought that about? Was it always the plan? It's hard to know right now.
Kelly O'Donnell · Meet the Press · Meet the Press NOW — September 24 · 2026-09-24well, let's go to Baltimore. We'll have some crab cakes anyway. So it's funny, I read this today. This has been on my tab since August 21st when I saw it. And I read Miller owns a few stocks besides Amazon, such as biometric security company Clear Secure, where he had been on the board. He said, quote, I am one of the larger owners. It's still significantly underpriced. That made me feel pretty good. Bill Miller, not a bad investor. Next chart. So we've got 21 straight quarters of revenue growth. Their EBITDA margin passed a key metric for them. They were targeting 35% at the IPO. It's now 36%. And Carrot Saban Becker, who I spoke first— I first spoke about her chart off, please. I first spoke about buying her stock, which I never did. When I did in March of 2025, I think it was, she was on Patrick O'Shaughnessy's podcast and I said, this person is incredible. I should invest in her. I never did. I should have because the stock is up a decent amount since. But she said on the call last week. We founded CLEAR with a profound conviction that proving you are, you are you securely, privately, and instantly would one day sit at the center of how Americans live, work, and travel. For a long time it was a vision. Now it is our reality. CLEAR is the trusted secure identity company, and after 16 years of building our identity platform, CLEAR Travel and CLEAR One, we have never been stronger or better positioned. It feels like day one around CLEAR because it is driving. But she said we ended this quarter with almost 44 million total clear members, driving bookings of $296 million and free cash flow of $189 million. 33% bookings growth and free cash flow is up 60% year over year. And they also did announce a deal after the close yesterday with CrowdStrike. So the company is relatively small, $7 billion market cap, very volatile. I bought a little today and I am probably going to add to it over the years.
Michael Batnick · The Compound and Friends · Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reactions to Ed Zitron · 2026-09-01