The Minutes of Brad Gerstner on earnings growth https://minutesof.com/brad-gerstner/on/earnings-growth/ Everything Brad Gerstner has said on earnings growth: 2 verbatim quotes between January 2024 and July 2024, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:54 +0000 Gerstner says earnings are up 38% for major tech companies while the other 495 S&P stocks are down 5%. https://minutesof.com/q/18f74001-1861-45d9-a92b-20e36c386c0c/ https://minutesof.com/q/18f74001-1861-45d9-a92b-20e36c386c0c/ “And if you look at if you take out those tech stocks, the other 495 earnings are actually down 5%.” — BG2 Pod Thu, 11 Jul 2024 20:24:05 +0000 earnings growth Gerstner cites ten-year data showing tech earnings compounded at 13% versus 6% for non-tech. https://minutesof.com/q/ba435bff-0a95-4d72-a56f-b2048fade289/ https://minutesof.com/q/ba435bff-0a95-4d72-a56f-b2048fade289/ “But if you look at non tech, so if you take the S and P and you strip out all the tech companies, they've only compounded earnings at about 6%.” — BG2 Pod Thu, 25 Jan 2024 16:07:19 +0000 earnings growth