Enron, every mention
19 scenes · ← back to Enron
tap a year for its mentions
every year anyone Todd Boehly 9Kieran Goodwin 3Allison Thacker 3Will Cook 2Mason Morfit 2Blythe Masters 2Tony Davis 1Steve Galbraith 1Sir Paul Marshall 1Pat Dorsey 1
Verbatim, from the transcripts: the passages where Enron comes up
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 22:22 Pat Dorsey Theranos, Wirecard, or a lot of the great corporate frauds, or corporate hubris, like in the case of Enron.
Kieran Goodwin – Private Credit Concerns (EP.494)
- ▶ 12:34 Kieran Goodwin I was learning from the ground up, coming over there, and there were still remnants of Enron's, which was a great case study to understand how you have this going through chapter 11, which for Enron was pretty much a liquidation. 2 times in the scene
- ▶ 47:31 Kieran Goodwin When it goes away, truly, whether it's during the GFC or the early 2000 around Oralcom Enron, all that stuff, it's always shocking.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 9:50 Mason Morfit Number one, we used to bring folks like Jeff Skilling of Enron in and have these big town hall meetings, and everybody would ooh and ah about how brilliant he was, and next in would be Hank Greenberg from AIG, and then Sandy Weil from…
- ▶ 16:54 Mason Morfit Enron, WorldCom, Adelphia,
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- ▶ 11:07 Adrian Meli You had debt in pipelines and cable systems and cell phone towers and Enron bonds, big alpha pool there, and a lot of interesting spinoffs and special situations.
Ben Forman – Unlocking Blockchain's Potential (EP.441)
- ▶ 7:23 Ben Forman The industry had its Lehman and Enron moment, beginning with Luna, followed by BlockFi, followed by FTX, and then Genesis.
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 15:49 Blythe Masters Enron 2 times in the scene
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- ▶ 6:56 Allison Thacker Those guys were the Enron bankers. 3 times in the scene
Will Cook - Sunriver Management (Manager Meetings, EP.22)
- ▶ 15:01 Will Cook So Enron, WorldCom, some smaller ones like Global Crossing and others.
- ▶ 30:11 Will Cook And, you know, back when I went back to business school, as I said, it was after the days of Enron and WorldCom, and one of my favorite classes was actually called Earnings Quality, and it was digging through the footnotes to see, you…
Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
- ▶ 11:49 Todd Boehly And if you recall, that was right when Enron, WorldCom, Tyco, there was these large investment grade businesses that were basically, if you boil it all down, they were showing earnings, but their capex was so large that their capex was… 9 times in the scene
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- ▶ 37:36 Bruce Martin The fraud era with Enron and Adelphi, etc.
Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
- ▶ 32:47 Sir Paul Marshall It's, for your US listeners, I mean, Wirecard is pretty much the European Enron, really.
Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
- ▶ 9:33 Tony Davis We had Enron.
Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143)
- ▶ 14:11 David Blood This was at the time of some of the terrible corporate crises, Enron, WorldCom, etc.
Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)
- ▶ 49:22 Karl Scheer I started in investing world in the mid nineties, which means I get to see long-term capital management and the Thai bot and the ruble, and then the bursting, the internet bubble and world comp Enron, and then the global financial crisis…
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 22:32 Michael Cembalest And remember, you're also, by the time you're in 2002 and 2003, you're spending a lot of time cleaning up the wreckage from Enron, Adelphia, Tyco, Global Crossing.
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
- ▶ 10:40 Steve Galbraith So this is kind of like when you're buying Enron on the way down, you know, or whatever.