Meb Faber

Meb Faber has discussed 20 US public companies across 12 Excess Returns episodes, per Ticker.id. Top: $SPCX, $T, $AAPL, $IBM, $NVDA.

1. Win or lose, everyone gets what they want out of the market. Some people seem to like to lose, so they win by losing money.

   Meb Faber · The Acquirers Podcast · What 250 Years of Market Data Actually Tells Us | Meb Faber · 2026-07-30

2. Eventually it all comes home to cash flows. One of these days.

   Meb Faber · The Acquirers Podcast · What 250 Years of Market Data Actually Tells Us | Meb Faber · 2026-07-30

3. There's no ceiling on valuation. And if this engine just chugs along, there's no reason the Shiller CAPE ratio can't hit 50 or 60.

   Meb Faber · The Acquirers Podcast · What 250 Years of Market Data Actually Tells Us | Meb Faber · 2026-07-30

• $SPCX SpaceX — 17 mentions
• $T AT&T — 6 mentions
• $AAPL Apple — 3 mentions
• $IBM — 3 mentions
• $NVDA Nvidia — 2 mentions
• $UBER — 2 mentions
• $MSFT Microsoft — 2 mentions
• $PDI PIMCO Dynamic Income Fund — 2 mentions
• The Acquirers Podcast · What 250 Years of Market Data Actually Tells Us | Meb Faber · 2026-07-30
• Excess Returns · We Asked Meb Faber Why US Stocks Won for 250 Years — And If It Can Continue · 2026-07-05