Apple, every mention

14 scenes (2023), the whole family · ← back to Apple

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every year 2023 anyone Ted Seides 23Richard Tedlow 11Alex Sacerdote 9Josh Wolfe 8Chris Dixon 7Michael Mauboussin 6Kyle Samani 6Jordi Visser 6Bobby Jain 6Jim Falbe 5

Verbatim, from the transcripts: the passages where Apple comes up

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Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350) Nov 13, 2023 · 1 mention

  • ▶ 55:30 Rick Heitzman I have an Apple Watch, which will tell me everything for how cold the water is if I go into the ocean, all the way through my turn-by-turn signals through AI.

Alan Forman – Yale Endowment Real Estate (EP.340) Sep 25, 2023 · 5 mentions

  • ▶ 5:28 Ted Seides The Apple ecosystem is a sight to behold. 3 times in the scene
  • ▶ 5:41 Ted Seides So I went to the Apple store and followed the instructions.
  • ▶ 27:29 Alan Forman They wanted to open up their first Apple store in our building, and we were very close to wrapping up a deal with someone else.

Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333) Aug 14, 2023 · 2 mentions

  • ▶ 37:57 Kimberly Sargent Yeah, there's definitely a lot of zany stuff going on in the U.S. markets these days, so you have seven stocks make up 30% of the S&P, you have Apple with a market cap greater than the Russell 2000, you have the rise of the zero-day… 2 times in the scene

Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324) Jun 29, 2023 · 2 mentions

  • ▶ 1:02:02 Don Mullen The infrastructure of it is a little bit reminiscent of the Apple, IBM computer debate of the nineties, where it's like you were never incented to buy an Apple product if you were a corporate purchasing person, because you got no penalty… 2 times in the scene

Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321) Jun 12, 2023 · 1 mention

  • ▶ 54:50 Chris Sacca Or we have a team that is basically a bunch of ex-Apple guys who are insane at building a consumer device and

Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320) Jun 8, 2023 · 5 mentions

  • ▶ 37:40 Jim Falbe When I first started at Vulcan, we owned Apple, and at the time, I mean, it was just unbelievably cheap. 4 times in the scene
  • ▶ 57:57 Jim Falbe I think he gave you the example of Apple earlier that really changed it for us, which is this idea of if we truly have quality, valuation matters, but let's be humble and realize that the upside can also be much better than we think it's…

Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318) May 29, 2023 · 1 mention

  • ▶ 22:12 Dan Fagan I mean, the equity capital of the hedge fund space, I believe most people put around four trillion dollars today, which maybe that sounds big because there's a trillion involved, but keep in mind, you just combine Apple and Microsoft,…

Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314) May 11, 2023 · 1 mention

  • ▶ 15:56 Richard Craib And then you don't know what the rows mean, but row one could be Tesla, row two could be Apple.

Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309) Apr 17, 2023 · 3 mentions

Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292) Jan 16, 2023 · 2 mentions

  • ▶ 35:53 Anthony Scaramucci And that was obviously a really stupid decision because the ensuing 22 years, the sector of technology, which includes Facebook and Amazon and Apple Computer and Google, that sector is arguably one of the best investments in US economic…
  • ▶ 49:28 Anthony Scaramucci And lo and behold, he's one of the largest holders of Apple Computer, which is outside of the bailiwick of his original thesis of not investing in things like technology.
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