Mason Morfit

3 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 29, 2025 by Mason Morfit · across every show →

On the record as a speaker too: Mason Morfit's record, appearances and statements → this page counts the times other people say the name.

Everything said about Mason Morfit, oldest first

Sep 29, 2025 negative
Opinion
Morfit: Dot-com era Wall Street research relied on executive hero worship
“I looked around and I saw a system that was built on hero worship. Number one, we used to bring folks like Jeff Skilling of Enron in and have these big town hall meetings, and everybody would ooh and ah about how brilliant he was, and next in would be Hank Gre…”
Mason Morfit Sep 29, 2025 ▶ 9:44 Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Sep 29, 2025
Insight
Morfit: The three fundamental ways to win in equity investing
“There's only three ways to win equity investing. One is you have better information or faster information and computer programs and fiber optic cables that you tunnel through railway Lines and stuff, and we don't do that. The second way is you understand the w…”
Mason Morfit Sep 29, 2025 ▶ 19:03 Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Sep 29, 2025 neutral
Disclosure
Morfit: ValueAct bought $60M of stock directly from Martha Stewart
“We got her to sell the only share she'd ever sold in our company, sixty million dollars to us, because we told her how scary it was to see all these scandals.”
Mason Morfit Sep 29, 2025 ▶ 17:44 Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
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