IBM, every mention
13 scenes (2023), the whole family · ← back to IBM
tap a year for its mentions
every year 2023 anyone Ted Seides 7Tom Steyer 4Steve Papa 4John Kim (Kimmer) 4Jim Falbe 4Charlie Ellis 4Tom Russo 3Mike Maples, Jr. 3Rick Heitzman 2Richard Tedlow 2
Verbatim, from the transcripts: the passages where IBM comes up
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 25:40 Rick Heitzman Why the legacy monolithic software systems from places like IBM maybe were working for Macy's, but weren't working for the latest entrepreneurs.
- ▶ 32:36 Rick Heitzman A lot of people thought that social curation wasn't an interesting category, or that these Canadian guys who were selling snowboards didn't seem to follow the IBM playbook.
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Alan Forman – Yale Endowment Real Estate (EP.340)
- ▶ 6:16 Ted Seides So the next time you buy a device, or a family member, colleague, friend, casual acquaintance, or random person you meet in the store is about to buy one, and whether that device is from Apple, Google, Dell, IBM, or even the classic ENIAC,…
- ▶ 25:05 Alan Forman We were in charge of managing it with IBM Pension Fund, and they were helped out by Equitable.
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 41:28 Seth Klarman So don't call us with IBM Insights or your new rating of Microsoft, but when you find that secondary partnership interest, or you find that illiquid stake in a private company, call us with that, because we'll have a bid for you.
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- ▶ 1:02:02 Don Mullen The infrastructure of it is a little bit reminiscent of the Apple, IBM computer debate of the nineties, where it's like you were never incented to buy an Apple product if you were a corporate purchasing person, because you got no penalty… 2 times in the scene
Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
- ▶ 17:35 Eric Resnick It was like the IBM corporate headquarters.
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
- ▶ 6:18 Adam Shapiro I grew up during the period of early computers, Commodore VIC-X, IBM PC Junior, the basic language.
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 19:36 Tom Steyer It wasn't like buying IBM. 2 times in the scene
- ▶ 54:24 Tom Steyer Because in the public market, if you own a thousand shares of IBM, or I own a thousand shares of IBM, that doesn't make a heck of a lot of difference. 2 times in the scene