Enron, every mention

4 scenes (2021) · ← back to Enron

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

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Will Cook - Sunriver Management (Manager Meetings, EP.22) Dec 2, 2021 · 2 mentions

  • ▶ 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) Nov 22, 2021 · 9 mentions

  • ▶ 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) Aug 19, 2021 · 1 mention

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