Warren
person on 7 shows · 7 statements across 6 episodes · said 5 times in 2 episodes since 2024
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2026 1 mention in 1 episode
2024 4 mentions in 1 episode
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7 statements about Warren, every show
Pabrai: Evaluate companies by asking leaders which competitor to buy or short
“Well, one of the things that which I got from Warren is he says that when you go meet a company, you ask the company leadership that If I were not investing in your business, which of your competitors would you suggest I should invest in? And which of your com…”
Davis details Warren Buffett's five root causes of money manager underperformance
“In our research department, we have a letter that Warren wrote in 1965, I think that, or 66 that lists the reason that he believes most money managers, institutional managers tend to underperform.
And we framed that letter and put it on the wall in the researc…”
Senra: No other investor has Buffett and Munger's patience to copy them
“One of the reasons Charlie and Warren have never worried about anyone mimicking their investment style, because no other institution or individual has the discipline or the patience to wait as long as they can.”
Munger predicts device-distracted multitaskers will achieve far less success than Buffett
“Look at this generation with all of its electronic devices and multitasking. I will confidently predict less success than Warren, who just focused on reading.”
Armstrong: Biden administration crypto policy pushed tech jobs overseas
“The Biden administration with Warren and Gensler has not been Good for Americans on this dimension, and it's pushed a lot of tech jobs overseas.”
Falbe: Emotional temperament outweighs intellectual capability for investment success
“As a faithful disciple of Warren and Charlie realized the emotional makeup may be a more important part.”
Seides: Buffett is right that aggregate active management loses after fees
“When Warren looks at this, he's looking at the entire universe of active managers, and saying that if you take all these people together, and they charge fees, together they make the market, you charge fees, and you're going to lose. And he's absolutely right.”