Andrew Marks, every mention
16 scenes · ← back to Andrew Marks
tap a year for its mentions
every year anyone David Rosenthal 9Ben Gilbert 7
Verbatim, from the transcripts: the passages where Andrew Marks comes up
Holiday Special 2023 (Audio) · Acquired
- ▶ 46:35 David Rosenthal First, we just have to, you know, we said in the episode, but again, say a huge thank you to Andrew Marks, who's become such a good friend of the show.
- ▶ 46:43 Ben Gilbert I feel like Andrew sends us more research material than, like, Andrew is like a source for every episode.
- ▶ 46:49 Ben Gilbert We're not just gonna write his name in the sources, but like, 10 sources from every episode are things that Andrew texts us.
- ▶ 46:56 David Rosenthal The minute that we solidify what the next episode is gonna be, we text Andrew and say, you know, like, all right, what do you got?
- ▶ 47:18 David Rosenthal So big, big thank you to Andrew.
- ▶ 47:24 David Rosenthal It's Andrew.
- ▶ 50:48 Ben Gilbert It was once we started digging into Costco, Andrew suggested, hey,
- ▶ 2:20:16 David Rosenthal Uh, second thank you for this year is once again, MVP of acquired Andrew Marks, not only for Charlie, but really for being our thought partner behind like every episode and relationships that we've built.
Costco (Audio) · Acquired
- ▶ 1:53:12 Ben Gilbert To quote our friend Andrew Marks, I basically think that Costco has decided to only be a decent return on invested capital retailer, which allows them to have an insane return on invested capital membership club business.
- ▶ 1:53:27 Ben Gilbert Again, to quote Andrew, insanely stable growth on a huge capital light fee stream.
Enron · Acquired
- ▶ 2:39 David Rosenthal The idea for this episode came from our good friend and past Acquired guest, Andrew Marks.
- ▶ 2:45 David Rosenthal I was in New York on the way back from Lisbon, and I had breakfast with Andrew, and we were talking about FTX, of course, and everything going on.
- ▶ 2:57 David Rosenthal And he was like, I've got a good idea.
- ▶ 1:54:48 Ben Gilbert Thing that friend of the show Andrew Marks pointed out, when you see terrible returns on invested capital, and you see no free cash flow showing up ever, or poor free cash flow dynamics, that's probably when there's fraud.
- ▶ 2:00:45 David Rosenthal Of course, guest of the show and dad of Andrew.
Benchmark Part I · Acquired
- ▶ 3:15:56 Ben Gilbert And this is awesome because, like, we just had Howard and Andrew on the show, but Andy Ratcliffe says it, Bill Gurley says it all the time.