Coca-Cola

also referred to as: coca-colas

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Mar 11, 2021 by Michael Sonnenshein · said 58 times in 31 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Ted Seides (15), Jeremy Grantham (5), Daniel Graña (4), Pat Dorsey (3), Mike Mauze (3), Michael Sonnenshein (2), Jon Glidden (2), Dan Schorr (2)

mentionsepisodesper episode tap a year for its mentions

2026 10 mentions in 4 episodes 3 per episode

Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493) Mar 23, 2026 · 5 mentions · from 18:45
Moat Investing Nuances – Pat Dorsey (EP.509) Jul 6, 2026 · 3 mentions · from 18:23
Katelin Holloway – Human Side of Venture Investing at 776 (EP.490) Mar 9, 2026 · 1 mention · from 31:25
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484) Feb 2, 2026 · 1 mention · from 17:29
every mention in 2026, scene by scene →

2025 11 mentions in 6 episodes 2 per episode

Year in Review 2025 (EP.478) Dec 22, 2025 · 4 mentions · from 40:04
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455) Jul 7, 2025 · 3 mentions · from 4:37
Top 5 of 2025: #4: Alex Sacerdote Dec 22, 2025 · 1 mention · from 43:18
Tim Sullivan – Yale's Private Portfolio (EP.456) Jul 14, 2025 · 1 mention · from 1:13:08
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433) Feb 24, 2025 · 1 mention · from 1:11:22
Mitchell Green - Lead Edge of Harnessing Networks (EP.429) Jan 27, 2025 · 1 mention · from 17:50
every mention in 2025, scene by scene →

2024 8 mentions in 6 episodes 1 per episode

Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417) Nov 18, 2024 · 2 mentions · from 12:35
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386) May 20, 2024 · 2 mentions · from 46:11
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416) Nov 11, 2024 · 1 mention · from 7:50
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380) Apr 15, 2024 · 1 mention · from 37:21
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364) Jan 25, 2024 · 1 mention · from 8:48
Morgan Housel – Same as Ever (EP.359) Jan 1, 2024 · 1 mention · from 13:54
every mention in 2024, scene by scene →

2023 1 mention in 1 episode

Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304) Mar 27, 2023 · 1 mention · from 32:31
every mention in 2023, scene by scene →

2022 1 mention in 1 episode

Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243) Mar 28, 2022 · 1 mention · from 17:24
every mention in 2022, scene by scene →

2021 9 mentions in 5 episodes 2 per episode

Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13) Sep 30, 2021 · 4 mentions · from 3:03
Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181) Mar 11, 2021 · 2 mentions · from 30:57
Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226) Dec 13, 2021 · 1 mention · from 38:51
Eli Casdin – Casdin Capital (Manager Meetings, EP.02) Jul 15, 2021 · 1 mention · from 33:26
Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172) Jan 11, 2021 · 1 mention · from 10:09
every mention in 2021, scene by scene →

2020 6 mentions in 3 episodes 2 per episode

Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16) Mar 2, 2020 · 4 mentions · from 12:44
Daylian Cain – Master Class in Negotiations (Capital Allocators, EP.138) May 18, 2020 · 1 mention · from 22:27
Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120) Jan 20, 2020 · 1 mention · from 16:52
every mention in 2020, scene by scene →

2019 9 mentions in 3 episodes 3 per episode

Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89) Mar 4, 2019 · 7 mentions · from 37:41
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111) Oct 21, 2019 · 1 mention · from 14:05
Ted Seides – Interviewing and Manager Meetings (Capital Allocators, EP.94) Apr 8, 2019 · 1 mention · from 15:46
every mention in 2019, scene by scene →

2017 3 mentions in 2 episodes 2 per episode

Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19) Jul 31, 2017 · 2 mentions · from 12:22
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16) Jul 10, 2017 · 1 mention · from 43:36
every mention in 2017, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Coca-Cola, oldest first

Mar 11, 2021 positive

Insight

Sonnenshein: Crypto valuation requires analyzing on-chain data rather than DCF models

“Investors should be thinking about valuing these assets in a way that is distinct from the way that they may look at valuation for more traditional assets, where they're, they might be able to do a discounted cash flow, For Coca-Cola, but for Bitcoin, they act…”

Michael Sonnenshein Mar 11, 2021 ▶ 31:06 Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)

Nov 18, 2024 neutral

Assertion Partly supported

Glidden: Emory Endowment Sold $3B in Coca-Cola Stock to Diversify

“Emory, even back in those days with six billion, we sold three billion dollars worth of Coca-Cola stock in the pretty early days.”

Jon Glidden Nov 18, 2024 ▶ 13:37 Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)

Mar 23, 2026

Assertion Supported

Grantham: In the Great Depression, value stocks went bust while quality survived

“What people found in 1929 Is the value stocks had a dangerous tendency to go bust in the Great Depression, and the Coca-Colas that were horrendously expensive did not go bust.”

Jeremy Grantham Mar 23, 2026 ▶ 37:26 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)

Coca-Cola

Mentions by year, the whole family

Everything said about Coca-Cola, oldest first

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