Buffett
person on 4 shows · 6 statements across 6 episodes
the Knowledge Project 
the Startup Ideas Podcast 
Capital Allocators 
All-In
6 statements about Buffett, every show
Scilipoti: Buffett's operating cash flow frees him from fund manager benchmark constraints
“Buffett has built a business that generates cash. So he has operating businesses, Geico, Prudalum, etc. These generate cash. He takes that cash and invests it when he wants to invest it. In the way that he wants to invest it. You know, the average portfolio ma…”
Parrish: Berkshire Hathaway holds roughly $300B in cash
“And if you think about it now, it's like they have three hundred billion ish in cash.”
Chamath: Warren Buffett has almost completely exited his Bank of America position
“I don't think B of A acted quickly enough, and so what did Buffett do? He just basically started dumping, and he's almost completely out of B of A if not completely out altogether.”
Helgeson: Holding companies can successfully decentralize capital allocation to CEOs
“Buffett has a view that basically it's his job to allocate capital and nobody else's. And I think there's a world where you can train your management teams to also be buyers of businesses in their sector and to Smartly allocate capital”
Palihapitiya: AQR study found Warren Buffett ran 20-30% leverage via Geico float
“There's a really great study by AQR, I think is the name of the hedge fund, and they reverse engineered Buffett's returns. And what they saw was that Buffett ran about 20 to 30% levered his entire career. And the way he did that was synthetically by the float …”
Tepper: High corporate margins stem from pricing power, not efficiency
“That paper itself started tied the high profit margins to competition and pointed out that it's not because these firms are just that much better and more efficient. They're getting a higher return on assets and it comes from scale. Rather, they end up with pr…”