ExxonMobil, every mention
22 scenes · ← back to ExxonMobil
tap a year for its mentions
every year anyone Ted Seides 6Vincent Daniel 5Rajiv Jain 4Matt Miller 3John Reynolds 3Matt Levine 2Bob Litterman 2Tom Steyer 1Richard Tedlow 1Reuben Munger 1
Verbatim, from the transcripts: the passages where ExxonMobil comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 50:08 Rajiv Jain No diversity of their asset base, geographically, business lines, but Exxon can get AAA. 2 times in the scene
- ▶ 54:51 Rajiv Jain Exxon is almost similar market cap as AMD. 2 times in the scene
Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503)
- ▶ 59:20 John Kim (Kimmer) First term, he gets Rex Tillerson, the CEO of Exxon.
Mike Gitlin – The Century of Capital Group (EP.479)
- ▶ 38:35 Mike Gitlin Now, if someone wrote a report on ExxonMobil in 1957, it would be in the system.
Striking Oil – CrownRock by Lime Rock Capital (EP.428)
- ▶ 49:01 John Reynolds You kind of had the numbers in our favor, I think, in that moment in time, with, I think, a lot of influence and input from the merger community saying, the big boys are ready to come back and play, and really almost to that moment, Exxon 2 times in the scene
- ▶ 1:03:28 John Reynolds The decisions you're taking alongside partners and deals ultimately matter much differently than should I sell my Halliburton and buy my Exxon, which, you know, was sort of the day in the life before starting the business with John and Jay.
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 16:29 Matt Miller So the operator might be a name that you'd recognize like Exxon or Chevron, but it may be a name you don't recognize like an Admiral Permian or something along those lines.
- ▶ 35:40 Matt Miller So that looks like Duke and Dominion and DTE and Southern Company and Exxon and Chevron and Shell and Air Liquide and CF and Nutrien and Koch Industries and Little Old Grey Rock.
- ▶ 44:16 Matt Miller This isn't Exxon or Chevron doing this.
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 29:20 Vincent Daniel I mean, look, that was the beauty of it being your own capital because you could be brutally honest that we've never invested in ExxonMobil. 5 times in the scene
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 47:15 Ashby Monk I was complaining about ESG well before Elon Musk complained that Tesla had the same rating as Exxon or something.
Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
- ▶ 39:39 Ted Seides There's this interesting example of your work with Exxon, and would love you to tell the stories of that engagement over time. 6 times in the scene
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 40:40 Tom Steyer Every company, Exxon, is going to be a climate company.
Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)
- ▶ 54:08 Greg Dowling But for those who can, there's a real opportunity because when you hear Shell and Exxon say they're divesting, it doesn't go away.
Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
- ▶ 14:37 Richard Tedlow Elon Musk, who I think, or the last time I looked, Ted, was personally worth more than ExxonMobil.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 36:33 Marko Papic Because you have these ESG indices that are like everybody but poor exon.
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 47:44 Morgan Housel You probably would have said Exxon Mobil, General Motors.
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
- ▶ 52:17 Reuben Munger Exxon's down 40% in the last five years.
Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)
- ▶ 25:47 Bob Litterman I like to tell people we've got support from everyone from ExxonMobil to the World Wildlife Fund and everyone in between, so that's pretty broad support. 2 times in the scene
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- ▶ 28:17 Gregory Zuckerman You know, I wrote a book about the energy revolution, and it's called The Frackers, and it should have been BP and Exxon and all those guys that found all the oil in this country.
Martin Whittaker – JUST Capital (First Meeting, EP.02)
- ▶ 29:16 Martin Whittaker How do you think about Exxon or Chevron?
Matt Levine – Money Stuff (Capital Allocators, EP.97)
- ▶ 16:09 Matt Levine So there are state attorneys general and like people in Congress trying to get the SEC to do it, going after Exxon and other big oil and coal producers for global warming and pollution related things. 2 times in the scene