Andrew Marks

Everything Andrew Marks said on any show that made the record, most notable first. Each card names its show and opens the statement there.

ACQUIRED Opinion

Andrew Marks: Amazon proves great founders trump static business models

“And so he sort of talks about the primacy of business model over management, but I think Amazon's a great example of the opposite because You could have never dreamed that if you owned Amazon when the story was about growing as a retailer, you could have never…”

Andrew Marks Aug 30, 2022 ▶ 13:36 Howard Marks & Andrew Marks: Something of Value · Acquired

ACQUIRED Insight

Andrew Marks: Buffett avoided tech moats because they were outside his comfort zone

“I mean, one critique you could make of Buffett is he just totally ignored technology, and technology not only became much more pervasive, but I also think that, I mean, he's an incredibly smart guy, and he understands lots of different elements of business, an…”

Andrew Marks Aug 30, 2022 ▶ 57:09 Howard Marks & Andrew Marks: Something of Value · Acquired

ACQUIRED Opinion

Andrew Marks: Venture capital is not an inefficient market

“First of all, I think you'd be hard pressed to say that venture is super inefficient. It's not a market where everyone can transact, and it's actually hard to get in the place where you can invest in seemingly great companies, but the competition to invest in …”

Andrew Marks Aug 30, 2022 ▶ 37:26 Howard Marks & Andrew Marks: Something of Value · Acquired

ACQUIRED Opinion

Andrew Marks: Corporate Durability Is Far Lower Today Than in 1950

“It was very possible for companies to be much more durable. Back then than it is today, in my opinion. I mean, if you transport yourself back to 1950 and you think about, well, how many businesses are there where I think I can say with high conviction that the…”

Andrew Marks Aug 30, 2022 ▶ 27:06 Howard Marks & Andrew Marks: Something of Value · Acquired

ACQUIRED Insight

Andrew Marks: Consensus qualitative praise is dangerous without checking asset price

“It's very dangerous to just make qualitative judgments about a company that seemingly everyone has. Oh, this is a great company, whatever, and it'll just continue winning without also saying, well, to what extent is this reflected in the price? And so that's t…”

Andrew Marks Aug 30, 2022 ▶ 36:21 Howard Marks & Andrew Marks: Something of Value · Acquired

The other half of the tape: Andrew Marks's own voice is left out of every number here. Other people bring the name up 16 times in 4 episodes across the shows. every mention, with the transcript →

Who brings them up most David Rosenthal 9Ben Gilbert 7

Every mention by year

One line per show, most statements first. The link opens Andrew's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
ACQUIREDLEDGER	Co-Founder and Managing Partner, TQ Ventures	2	5	—	full record on Acquired →