General Motors, every mention
30 scenes · ← back to General Motors
tap a year for its mentions
every year anyone Richard Tedlow 7Jonathan Lewinsohn 6Rick Selvala 3Josh Wolfe 3Jeremy Grantham 2Wayne Wicker 1Tony Davis 1Tim Sullivan 1Ted Seides 1Scott Bessent 1
Verbatim, from the transcripts: the passages where General Motors comes up
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 17:37 Bruce MacDonald Tactical asset allocation model that we ran, that particular hedge fund had been anchored by General Motors.
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 42:29 Jeremy Grantham For a second was worth more than General Motors. 2 times in the scene
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 46:36 Gavin Baker You can't be long a stock like GM and be short Tesla.
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 12:08 Tim Sullivan So to take some ex-CEO of General Motors or General Electric and expect him to be on the board of a hundred million dollar company and add some value was not a great strategy.
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
- ▶ 17:12 Jon Glidden He's now the CFO at General Motors.
Scott Bessent - Macro Maven (EP.415)
- ▶ 12:42 Scott Bessent And this, the big decision for the month, are we going to buy Ford versus GM, Citibank versus JP Morgan?
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 28:51 Brett Barakett General Motors has a lot of capex, and so ROIC is lower than, say, Nike, which has almost no capex because they outsource all the production to somebody else.
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 18:02 Chris Dixon I think the best counter argument to my argument is something like, if you look at radio and TV and just newspapers or car companies, there were a thousand car companies in 1910, and then eventually you had GM and Ford, and there's some…
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
- ▶ 36:44 Michael Mauboussin For example, you think about the leaderboard, the top 20 greatest wealth creators of all times, and it would include some suspects you would guess, which would be Apple and Microsoft and Amazon and Alphabet and so forth, but it also…
Jon Ballis – In the Room Where Private Equity Happens at Kirkland & Ellis (Capital Allocators, EP.277)
- ▶ 32:17 Jon Ballis It's different than walking into the boardroom of the proverbial IBM or General Motors.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 9:50 Josh Wolfe Acquired Toyota and GM.
Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
- ▶ 19:04 Richard Tedlow But that was, if you looked at the CEOs at the time, the company of companies in the industry of industries in the 19 fifties was General Motors. 6 times in the scene
- ▶ 28:50 Richard Tedlow Which made possible the raids of the 19 eighties, and the raids of the 19 eighties also pushed change because you couldn't manage Robert Mercer, who was the CEO of Goodyear when he was being raided by Sir James Goldsmith, couldn't manage…
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 54:36 Barry Sternlicht They hired General Motors to build the car.
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 18:23 Jonathan Lewinsohn And it feels like a bit of a crazy question, but instead of first going to look at General Motors or Ford or American Axle or Lear, we first said we built a model to think how many cars should we sell? 2 times in the scene
- ▶ 55:21 Jonathan Lewinsohn Who would you rather ask the CEO of General Motors or our autos analyst? 4 times in the scene
Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)
- ▶ 37:14 Dan Ariely And he found out that during some years, GM had antennas in the windshield, so there was tiny amounts of metal, and that was what created the cracks.
Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
- ▶ 11:59 Colette Chilton There were a small group of corporate pension funds like AT&T and GM and GE, and they were early to those asset classes, so we actually had a great venture and private equity portfolio, and so that was the illiquid part, which was a…
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 47:44 Morgan Housel You probably would have said Exxon Mobil, General Motors.
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- ▶ 47:59 Matthew Granade You want to think about GM.
Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
- ▶ 31:33 Tony Davis But you get these bizarre effects where on scope one and two, for example, Tesla has the same or even more emissions per unit volume than do GM and Ford.
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- ▶ 26:45 Gregory Zuckerman It's not like Ford versus GM.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 16:15 Jonathan Tepper What you trade is GM and Ford stocks, and stocks themselves are leading indicators because they're essentially forward-looking, and investors talk to management, they go to showrooms, they're gathering a lot of data points, and so what you…
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 23:21 Jordi Visser It was 2005 when we met and earlier on in that year, there was some issues that were going on with Delphi and General Motors and some downgrades and things along those lines that caused some disruptions in the credit market.
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 45:47 Josh Wolfe In the course of diligence, we introduced them to GM. 2 times in the scene
Charley Ellis - Indexing and Its Alternatives (EP.62)
- ▶ 8:12 Charlie Ellis Up until that time, you had to pick up the phone and call a broker and say, what was the last price of IBM or General Motors or whatever?
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 22:24 Paul Black And, you know, so when you're trying to assess a culture, really one of the best ways, if I wanted to, you know, assess GM's culture and get a, you know, one of the best things to do is not just talk to the CEO or the CFO, but it would be…
Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
- ▶ 17:40 Wayne Wicker We had the CIO from General Motors and the former CIO at IBM.
Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
- ▶ 4:21 Ted Seides After starting his career in the Treasury Department at General Motors in the mid-nighties, Rick has spent nearly three decades trading derivatives on the sell side and buy side.
- ▶ 6:51 Rick Selvala Growing up in Detroit, I was a third generation GM guy, person. 3 times in the scene