Coca-Cola, every mention
42 scenes, the whole family · ← back to Coca-Cola
tap a year for its mentions
every year anyone Ted Seides 15Jeremy Grantham 5Daniel Graña 4Pat Dorsey 3Mike Mauze 3Michael Sonnenshein 2Jon Glidden 2Dan Schorr 2Chris Dixon 2Brett Barakett 2
Verbatim, from the transcripts: the passages where Coca-Cola comes up
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 18:23 Pat Dorsey I'm talking about the inevitables with Gillette and Coke and whatnot. 3 times in the scene
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 18:45 Jeremy Grantham That was the heart of the nifty-fifty Avon, IBM, Kodak, Coca-Cola.
- ▶ 37:29 Jeremy Grantham 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. 2 times in the scene
- ▶ 41:30 Jeremy Grantham That is pretty weird that the Coca-Colas once again were grinding up 17% to offset the leading growth stocks getting trash.
- ▶ 1:03:00 Jeremy Grantham You'd buy them a few shares of Coca-Cola.
Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
- ▶ 31:25 Katelin Holloway Oh, who do I know at Coca-Cola?
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 17:29 Jonathan Lewinsohn Because no matter what happens, no matter what recession we have, JP Morgan, Coca-Cola, Goldman Sachs, they're not unplugging their cybersecurity.
Year in Review 2025 (EP.478)
- ▶ 40:04 Ted Seides The first was recent Coca-Cola. 3 times in the scene
- ▶ 42:26 Ted Seides I follow all the health stuff, and I get it, and Warren Buffett says this thing about if he had a twin, and that twin only ate broccoli, he's sure that he, the current Warren Buffett, would be much happier drinking his Cherry Cokes and…
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 43:18 Alex Sacerdote Leading payments companies, and those two are like Coke and Pepsi.
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 1:13:08 Tim Sullivan And I always felt if David were the CEO of Coca-Cola, that he gave away the secret formula.
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
- ▶ 4:37 Ted Seides In his time at CAA, Michael shaped the trajectories of artists, filmmakers, and companies, including actors Tom Cruise, Kevin Costner, Bill Murray, Sylvester Stallone, and Barbra Streisand, filmmaker Steven Spielberg, author Michael…
- ▶ 23:13 Ted Seides As you extended at CA from representing agents, later you got into banking, famously advertising with Coca-Cola.
- ▶ 25:55 Michael Ovitz The minute I knew I had the Coca-Cola account,
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
- ▶ 1:11:22 Brett Barth Little league umpire, seven bucks a game, and a free coke.
Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
- ▶ 17:50 Mitchell Green I would email our LPs, hey, Bizarre Voice needs an intro to the NFL, to Coke, to Pepsi, to Nike.
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
- ▶ 12:35 Jon Glidden So Emory was heavily concentrated in Coca-Cola stock.
- ▶ 13:37 Jon Glidden Emory, even back in those days with six billion, we sold three billion dollars worth of Coca-Cola stock in the pretty early days.
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
- ▶ 7:50 Chris and Rob Michalik As we got through high school, then we became truck drivers, so my brother and I actually joined the Teamsters Union right out of high school, got our class one truck driver's licenses, and started driving delivery routes for Coca-Cola in…
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 46:11 Brett Barakett And an easy example on this one would be like, okay, Ted, we're going to get long Coca-Cola. 2 times in the scene
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 37:21 Chris Dixon The dollar, then Coca-Cola and Marvel.
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 8:48 Chad Summe I jokingly say, Ted, there's probably a handful of brands that translate every language in the world called McDonald's and Budweiser and Coca-Cola and Pampers is one of them.
Morgan Housel – Same as Ever (EP.359)
- ▶ 13:54 Morgan Housel Here's what the PE ratio of Coca-Cola is.
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 32:31 Adam Rodman For all the electricity used and power they used, I think half a Coke can is about how much uranium
Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
- ▶ 38:51 Christopher Zook Opendoor, we thought it was going to be Coke and Pepsi, and now it's just going to be Coke and Coke.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 3:03 Daniel Graña A new shareholder to the company managed to gain majority share of the carbonated soft drink market in Mexico City area over Coke. 4 times in the scene
Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
- ▶ 33:26 Eli Casdin And it was Charlie Munger and Buffett up there eating the peanut brittle or drinking the cherry Cokes or whatever they're doing.
Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
- ▶ 30:57 Michael Sonnenshein But when it would come time for them to figure out, well, what's my price target, or what do you mean there's no cash flows, and this is not Coca-Cola, this is not Google, 2 times in the scene
Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
- ▶ 10:09 Chris Dixon So back then it was this Coke and Pepsi of security were McAfee and Symantec, which makes Norton products and ended up in 2006 selling the company to McAfee.
Daylian Cain – Master Class in Negotiations (Capital Allocators, EP.138)
- ▶ 22:27 Daylian Cain The core thing we teach with Barry Nailbuff, who has done this, I'm drinking Honesty, or a company that he and a Yale student invented and sold off to Coca-Cola, and he's a serial entrepreneur.
Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
- ▶ 12:44 Mike Mauze And we came up, he flew up to San Francisco where we had lunch at Coke already.
- ▶ 22:24 Mike Mauze When I grew up, we drank a lot of Coca-Cola's. 2 times in the scene
- ▶ 35:28 Ted Seides On the spectrum of Coca-Cola to water, as drinks as an example, where are we on this journey towards healthier living?
Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
- ▶ 16:52 Beezer Clarkson Maybe it's Walmart or Coca-Cola or a bank or some other sort of infrastructure enterprise, and so they'll do innovation sessions for a whole range of entities.
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
- ▶ 14:05 Ana Marshall I mean, Coca-Cola has been playing by the French rules of labeling or whatever for years.
Ted Seides – Interviewing and Manager Meetings (Capital Allocators, EP.94)
- ▶ 15:46 Ted Seides Sometimes people will criticize him for being contradictory or, you know, what he'll say about Coca-Cola and sugar, but he'll put down something else.
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
- ▶ 37:41 Ted Seides Everything around homes, and home building, and insurance, and a lot of the early investments, or Coca-Cola, American Express.
- ▶ 52:15 Ted Seides Last year, I think, came up this question of sugar and Coca-Cola, and how does he feel about it? 6 times in the scene
Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19)
- ▶ 12:22 Dan Schorr And the second thing is she goes, if you haven't noticed, I haven't been to a grocery store with you in like two years and you move around Pepsi on the shelves and put Coke at the bottom.
- ▶ 15:32 Dan Schorr Arguably, there is nowhere else in the supermarket that one brand, not even Coke, not even Pepsi, water, chips, Frito-Lay, no one has 40 different flavors and dominates a door.