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Excel

also referred to as: excel ventures

5 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement May 20, 2019 by Tim Recker · across every show →

Everything said about Excel, oldest first

May 20, 2019
Assertion Supported
Recker: Michigan Retirement System Backed Accel, Blackstone, and Berkshire in Fund I
“But they were first fund investors with Excel Ventures, with Blackstone, with Berkshire Partners, just a long list of firms that were excellent firms. They were there in fund one.”
Tim Recker May 20, 2019 ▶ 12:40 Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
Sep 4, 2023 negative
Insight
Birmingham: Excel is a calculation engine, not a database
“Many folks might still be in the Excel world where you use Excel as a database, but Excel is actually a calculation engine. It's not supposed to be a database.”
Jen Birmingham Sep 4, 2023 ▶ 35:06 Jenn Birmingham – Organizational Alpha at PRINCO (EP. 336)
Jul 22, 2024
Insight
Seetharam: Spreadsheet valuations fail to model great companies creating their own luck
“Excel-based valuation methodology doesn't really capture the full distribution of outcomes. A good business with great tailwinds and a great management team can create their own luck, and it's hard to model that.”
Anil Seetharam Jul 22, 2024 ▶ 52:02 Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
Sep 9, 2024 positive
Assertion Not checkable as stated
Python has largely replaced Excel in institutional finance, says Auby
“Python has certainly taken over everything that we do on the finance side, even at Texas teachers. I mean, kids show up and it's not necessarily just Excel anymore. It's Python programming.”
Jace Auby Sep 9, 2024 ▶ 12:38 Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Mar 12, 2026 positive
Opinion
Excel is effectively programming and arguably the greatest software ever made
“Most people, when they're using Excel, they're programming and they don't know it. It's possibly the greatest piece of software ever made.”
Ryan Lovell Mar 12, 2026 ▶ 7:19 Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
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