Howard Marks, every mention
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every year anyone Harry Stebbings 22Bill Gurley 16Mike Maples 7Michael Eisenberg 3Scooter Braun 2Mitchell Green 1Julio Vasconcellos 1Everett Randle 1
Verbatim, from the transcripts: the passages where Howard Marks comes up
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 9:27 Everett Randle Where you basically, you know, you read Benjamin Graham and Howard Marks and think you're smarter than everyone else and buy things that like, you know, five times PE.
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 33:00 unnamed speaker So it's Howard Marks left.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 4:59 Harry Stebbings I was always a big fan of Howard Marks and his investor letters, and one of his big things is, you know, never try and catch a falling knife.
- ▶ 15:17 Mitchell Green Like, it's incredible, like, why don't, it's amazing that people are listening to some random research firm versus listening to people like Stan Druckenmiller, Howard Marks,
Mike Maples: Three Frameworks to Evaluate Startups and Founders | E1242 · 20VC with Harry Stebbings
- ▶ 58:34 Mike Maples I would say different from Fund of the Year, uh, just as a, as an homage, I'd say it to Charlie Munger, uh, because I, I think the world's really gonna miss him, and, uh, I mean, probably of all the investors, you know, I'd say that, that,… 4 times in the scene
Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
- ▶ 12:31 Michael Eisenberg Those are classic areas where people run to first, and I think the more interesting places to invest, not to overuse Howard Marks's four quadrants of non-consensus right, but is, is to look for kind of out there things that it's hard for…
20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
- ▶ 8:26 Bill Gurley I think I told you this on a previous call, but I had this amazing meeting with, with Howard Marks, where he asked me to explain the venture industry to him. 3 times in the scene
Is the VC Model Broken? Jason Lemkin, Mike Maples, Eric Paley & Harry Stebbings Debate | E1062 · 20VC with Harry Stebbings
- ▶ 13:50 Mike Maples There's an investor I have a great deal of regard for, um, Howard Marks, um, from Oak Tree Capital, and he has an idea that I think applies to any category of investing, including seed, which is, 2 times in the scene
Scooter Braun on Being Enough, Insecurity, Wealth, Investing, Fame, Marriage and Much More | E1002 · 20VC with Harry Stebbings
- ▶ 42:09 Scooter Braun Um, but I've been fortunate enough to be part of so many different rides, and then now, you know, building a fund with some friends, and it's, I just, I've been very, you know, Howard Marks, someone I look up to, uh, he wrote a really… 2 times in the scene
Mike Maples: Lessons from SVB; Crisis Management Tips; USD's Status as the Reserve Currency | E993 · 20VC with Harry Stebbings
- ▶ 37:55 Mike Maples I think I learned this from Howard Marks, and if I look at what's happening in the present, we have not had an honest discussion about what it means to have responsible stewardship of our money.
Julio Vasconcellos: Scaling to $100M and 1,200 Employees and then Cratering | 20VC #928 · 20VC with Harry Stebbings
- ▶ 40:11 Julio Vasconcellos Sort of the, the, the Howard Marks, uh, two by two matrix.
20VC: 13 of the Great Investing Minds on When to Pay Up vs When To Remain Disciplined and Walk Because the Price is too High: The Ultimate Guide to Price Sensitivity
- ▶ 5:39 Bill Gurley I think I told you this on a previous call, but I had this amazing meeting with, with Howard Marks, where he asked me to explain the venture industry to him afterwards. 3 times in the scene
20VC: The Memo: Bill Gurley, Doug Leone, Keith Rabois; Investing Lessons from Prior Busts, How Their Investor Psychology Changed, What Can Be Applied To Today's Market
- ▶ 3:33 Bill Gurley Funny story, about two or three years ago, when interest rates were heading into unprecedented territory, I told my partners I needed to talk to some macro experts, and I did everything I could to find my way to Howard and Stan…
Fabrice Grinda: The First Person to Predict the Collapse of Credit Suisse? | 20VC #886 · 20VC with Harry Stebbings
- ▶ 45:02 Harry Stebbings I think one thing I find interesting here, I would love your thoughts on this, you know, Howard Marks said about the alignment between labor productivity and GDP in terms of when one increases, the other increases historically.
20VC: WTF Is Going On? 3 Outcomes for What Could Happen From Here; What Needs to Happen To Avoid Recession? Why Stagnation is Most Likely and What This Means for Startups and Venture & Why Catastrophe is More Likely Than Ever and Switzerland Could Be a "H
- ▶ 38:21 Harry Stebbings And one thing I find interesting here, I would love your thoughts on is, you know, Howard Marks said about the alignment between labor productivity and GDP in terms of when one increases, the other increases.
20VC: Former Governor of the Bank of England, Mark Carney on Why "Only the Niche Will Survive" in Crypto, How Governments and Central Banks Retain Control in a World of Decentralised Finance & The Winners and Losers in Crypto Exchanges and NFTs
- ▶ 28:55 Harry Stebbings I'm so pleased you brought this up because I love Howard Mars' memos. 3 times in the scene
20VC: Bill Gurley and Michael Eisenberg on The First Signs of an Impending Bust, What Happens with a Market Crash, How Do Public Markets Impact Private Valuations & The Biggest Lessons from 20 Years Investing in Venture
- ▶ 6:32 Harry Stebbings And then two, as Howard Marks said in his latest report, there's kind of five new fundamentally game-changing industries to invest in, whereas before we had the web and then the mobile. 2 times in the scene
- ▶ 20:02 Bill Gurley I think I told you this on a previous call, but I had this amazing meeting with Howard Marks where he asked me to explain the venture industry to him, and he, afterwards, he told me, well, that sucks. 3 times in the scene
- ▶ 38:49 Michael Eisenberg You know, I think in Howard Mark, you have this notion that bus reallocate talent to where it needs to be and money.
20VC: Benchmark's Peter Fenton on The Single Question That Defines The Art of Early Stage Venture, Marketing Timing Risk, Why The Oversupply of Capital Is Good & His Biggest Lessons from 12 Years On The New Relic Board
- ▶ 15:23 Harry Stebbings I mean, speaking of capital allocation and comparing to this day, it was interesting when I had Bill on the show the first time, not with Howard Marks, but Solo, he said that his biggest challenge today is the oversupply of capital.
20VC: Aleph's Michael Eisenberg on Why Generalists Over Specialists, Why Boutique Smaller Firms Over Multi-Stage Firms, Portfolio Construction Theory, Capital Concentration Limits and How To Think Through Reserve Allocations with Market Cycles in Mind?
- ▶ 14:41 Michael Eisenberg The second thing is, and I think Gurley and Howard Marks touched on this in your podcast, zero interest rates just screws with the model.
20VC: Twitter Co-Founder Biz Stone on The 3 Stages of Wealth, The Return To Twitter in 2017 and the Associated Missions and Challenges & Why Silicon Valley is not an "Insiders Only" Universe?
- ▶ 0:00 Harry Stebbings Welcome back to the 20 Minute VC with me, Harry Stebbings, and following from our episode with Howard Marks and Bill Gurley on Monday, we have another blockbuster episode for you today.
20VC: Upfront's Mark Suster on COVID Redefining What A Great Company Looks Like and What Valuations Look Like, Why Pay-To-Play Is Back On The Table & Why We Will See The Death of Party Rounds
- ▶ 5:26 Harry Stebbings Economy virtually shut down, as Howard Mark said on the show recently.
20VC: How To Assess Risk and Value Creation, Why It Would Be Better If VCs Had Smaller Portfolios & How To Optimise Internal Decision-Making with Misha Esipov, Founder & CEO @ Nova Credit
- ▶ 5:50 Harry Stebbings I'm constantly reading the words of Howard Marks, Charlie Munger in terms of kind of value investing and the principles.
20VC: Portfolio Construction, Optimising SPVs, Opportunity Investing "Between Rounds", Being Distribution-Centric Over Product-Centric and Capital Concentration Within Funds With Sumeet Gajri, Chief Strategy Officer @ Carta
- ▶ 49:39 unnamed speaker And the other is actually a memo by Howard Marks, which is titled, The Value of Predictions Are Where All This Rain Come From. 4 times in the scene
- ▶ 57:15 Harry Stebbings As always, I so appreciate all your support, and I can't wait to bring you a fantastic episode on Monday with the legend that is Howard Marks.
20VC: Raising $105m in Just 13 Months Over 3 Separate Rounds, The 5 Core Ways VCs Can Add Value & How Founders Can and Should Fully Leverage Their Cap Table with Kurt Rathmann, Founder & CEO @ ScaleFactor
- ▶ 0:05 Harry Stebbings We have such a special year of episodes ahead for you, with the likes of Vino Koestler, Howard Marks, Patrick Collison, and more incredible guests coming on the show, so stay tuned there.
20VC: Why Now Is The Hardest Time To Raise an Institutional Pre-Seed in the Last Decade, What To Do When The Founder and VC Interests Do Not Align & The Rise of Pre-Emptive Rounds with Gaurav Jain, Founder & Managing Partner @ Afore Capital
- ▶ 0:00 Harry Stebbings We are back for the very first 20 VC of 2020, and I'm so excited, so in the coming months we have the likes of Vinod Kostler, Patrick Collison, and Howard Marks coming on the show.
20VC: Ash Fontana on The 5 Core Characteristics That Make Data Valuable, What VCs Can Learn From Italian Craftsmen and Howard Marks & The Importance of Vertical Integration In Scaling Today
- ▶ 25:45 Harry Stebbings And something that we actually have in common, we both love Howard Marks. 5 times in the scene
- ▶ 28:43 Harry Stebbings Tough to draw a correlation to Howard Marks with this one, but Italian craftsman. 2 times in the scene
20VC: Benchmark's Bill Gurley on 5 Traits Benchmark Look For When Adding To The Partnership, Why The Abundance of Capital Is Today's Biggest Challenge in VC & The Right Way To Think About Market Size When Assessing Opportunities
- ▶ 7:37 Bill Gurley I spent a ton of time in the past couple of years thinking about the cyclicality and venture markets, and I was actually in this really interesting, I was fortunate enough to get to spend some time with Howard Marks, the famous bond… 4 times in the scene
- ▶ 24:57 Bill Gurley It's equally mystifying to Howard, Marx, and just from reading the commentary, Munger and Buffett. 2 times in the scene