Chas Cocke
12 statements across 1 episodes · 5 bullish · 1 bearish · 1 people on the record · first statement Nov 29, 2021 by Chas Cocke · said 1 times in 1 episodes since 2024 · across every show →
On the record as a speaker too: Chas Cocke's record, appearances and statements → this page counts the times other people say the name.
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2024 1 mention in 1 episode
Everything said about Chas Cocke, oldest first
Nov 29, 2021 positive
Cocke: Journaling is an investor's equivalent to reviewing game film
“I also think it's an important part of deliberate practice. So if you were a basketball player and you were playing a game at the end of the game, you get video that you can go break down, you know, how'd you do, you know, did you show some tendency to me and …”
Nov 29, 2021
Cocke: Great investors operate at the intersection of hubris and humility
“The great investors live at the intersection of hubris and humility. You have to be arrogant enough to believe in yourself and your ideas and your research. And yet you've got to know that you're going to be wrong almost as often as you're right. And that set …”
Nov 29, 2021
Cocke: Kept calendar permanently blocked to protect reading and thinking time
“I have this ridiculous calendar system where basically I made it look like every day was fully blocked off so that no, nobody would ever schedule a meeting without coming and asking, are you actually busy or are you available?”
Nov 29, 2021 bearish
Nov 29, 2021
Cocke: LB Partners holds 70% of capital in top five positions
“We probably own 60, 50 positions. Very long tail of small things where they're still doing diligence, or we started buying and it ran away from us, or the purpose it serves is small. And we're too concentrated. Our top five positions are 70% of capital. Our la…”
Nov 29, 2021
Cocke: LB Partners uses multi-year incentive measurement and clawbacks
“And so when I built LBP, we intentionally built it with a multi-year measurement period. We built it with a hurdle so that if I'm having a down year or a down moment, In year two, and I was up in year one, well, our clients can actually begin to claw back some…”
Nov 29, 2021
Cocke: LB Partners fund investors receive equity in the BYTE Index business
“I actually took a piece of the ownership of that index firm and just granted it to my fund investors. So the idea there is if we raise money for our partners who actually own an ETF and license the index from us, I actually just to be clear, don't own the ETF …”
Nov 29, 2021 bullish
Cocke: Digital infrastructure is the Class A real estate of the 21st century
“I think that digital infrastructure, which is in the bite index, is 40 digital infrastructure businesses. So think data centers, fiber, towers, cable. I believe that is the class A real estate of the 21st century. It's incredibly recurring, inflation protected…”
Nov 29, 2021 positive
Cocke: The greatest value of financial Twitter lies in private DMs
“A lot of the magic of Twitter happens behind the scenes on DMs. And I have since become, I would say, very close with maybe 10 new people in my network. I trust their insights. I trust their feedback. I share ideas with them. We meet in real life. And disclose…”
Nov 29, 2021
Cocke: Investor complacency during winning streaks is harder to manage than losses
“For me, the heaviest bags are actually not when you're getting punched in the face. It's when you're succeeding. That's where I start to slip. You start to believe your own press clippings a little too much and might get a little bit lazy about buttoning down …”
Nov 29, 2021 positive
Cocke: It is better to risk being screwed over than to act untrustworthy
“You come to the world a little bit vulnerable and willing to trust, and honestly, I think I would rather have somebody screw me over a hundredfold than vice versa, and so she errs to that side, and I think it served her really well”
Nov 29, 2021 positive
Cocke: Investure differentiated its diligence by acting as co-pilot to managers
“And the way to differentiate, and for me, frankly, to enjoy it, was to sit co-pilot with our managers from the diligence process on through when we were partners. And that meant if we were going into a meeting with a prospective manager, it might be that we sp…”