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Xerox

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 4, 2021 by Howard Marks · said 7 times in 4 episodes since 2021 · across every show →

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brought up most by René Haas (4), Shervin Pishevar (1), Howard Marks (1), Daniel Dines (1)

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Everything said about Xerox, oldest first

Jan 4, 2021
Assertion Supported
Marks: Supposedly invincible Nifty 50 giants eventually collapsed or lost dominance
“Kodak and Polaroid lost their market. IBM and Xerox got killed by competitors. AIG went bankrupt in the global financial crisis.”
Howard Marks Jan 4, 2021 ▶ 26:34 20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021?
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