The Minutes of Marc Rowan on equity https://minutesof.com/marc-rowan/on/equity/ Everything Marc Rowan has said on equity: 2 verbatim quotes between May 2025 and December 2025, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:35 +0000 Rowan cautions that owning data center equity does not guarantee profits despite valuable data. https://minutesof.com/q/42ef63ef-e368-434a-bb3f-02700bb94588/ https://minutesof.com/q/42ef63ef-e368-434a-bb3f-02700bb94588/ “But I don't think it is a foregone conclusion that because you own a data center and you own equity in it and data is valuable that you will make money in data center equity.” — Yahoo Finance Wed, 10 Dec 2025 23:30:16 +0000 equity Rowan argues equity prices are not low, with average PE in mid-twenties versus historical 16. https://minutesof.com/q/32559c3c-51fa-4cb5-9eb9-31949c173a13/ https://minutesof.com/q/32559c3c-51fa-4cb5-9eb9-31949c173a13/ “I do not believe prices are low. They are lower, but we're still talking about an average PE as a reference in the mid twenties versus 16 over time.” — Bloomberg Podcasts Mon, 05 May 2025 14:48:44 +0000 equity