Mark Casey
9 statements across 1 episodes · 5 bullish · 2 bearish · 1 people on the record · first statement Jul 23, 2024 by Mark Casey · across every show →
On the record as a speaker too: Mark Casey's record, appearances and statements → this page counts the times other people say the name.
Everything said about Mark Casey, oldest first
Jul 23, 2024
Jul 23, 2024 positive
Casey: Capital allocation is a learnable, critical CEO skill
“One of the unheralded skills that CEOs can really study is capital allocation. You know, if you have a 20 PE stock, and you grow your earnings 12 or 13% a year, after a decade, your earnings will add up to 90% of the market cap the day you started as CEO. So t…”
Jul 23, 2024 bullish
Jul 23, 2024
Casey regrets not trimming Meta at $380 before it fell to $90
“The twenty-twenty-two period was rough and, you know, I kinda, my big mistake in twenty-twenty-two was not trimming a lot of stocks at the end of twenty-twenty-one. You know, I looked at Netflix at 6:30 then, and Amazon at one 80, and Facebook at three 80, Fac…”
Jul 23, 2024 bullish
Jul 23, 2024 positive
Casey: Study Buffett, Tan, and Howley for capital allocation mastery
“There's three people who I think are just the best. Warren Buffett at Berkshire Hathaway, obviously the GOAT, When he took over, ah, Berkshire Hathaway at 19 dollars a share 59 years ago, and now it's 641 thousand dollars a share, and it was all capital alloca…”
Jul 23, 2024 bullish
Jul 23, 2024 negative
Casey: Capital Group avoids investing in companies with overly high margins
“There's a lot of companies I won't invest in because they're not investing enough, right? I'm like, your margins are too high. I don't think you're being aggressive enough about future investments. And if you lowered your margins and it showed some progress on…”
Jul 23, 2024 negative
Casey admits making disastrous investments by confusing fintech growth with moats
“Can be very straightforward for fintech companies to grow a lot but then if they grow a lot and you pay the price of a growing company, but then at the end of it turns out to be much more competitive than you thought, and profit margins are low, that's sort of…”