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david solomon

T2 · manager / operator

Chairman and CEO of Goldman Sachs since 2018; oversees global investment banking, securities, and asset management operations.

1 call·1 name·100% bull·last heard 3 months ago·In Good Company with Nicolai Tangen
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$GSGoldman Sachsposition

Solomon sees strong fundamentals despite geopolitical headwinds after record quarter

Goldman Sachs delivered its second-best quarter ever, and core business drivers remain intact despite Middle East tensions; the stock decline reflects forward geopolitical concerns not current fundamentals.

In Good Company with Nicolai Tangen2026-05→

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$GS
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Goldman Sachs
MEDdavid solomon·In Good Company with Nicolai Tangen·3 months ago· position
Solomon sees strong fundamentals despite geopolitical headwinds after record quarter
Goldman Sachs delivered its second-best quarter ever, and core business drivers remain intact despite Middle East tensions; the stock decline reflects forward geopolitical concerns not current fundamentals.
"We had earnings today. And on our earnings call, a lot of the focus-- we had a really good quarter. We had the second best revenue the firm's ever had. We had the second best earn…"
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