Microsoft, every mention
220 scenes, the whole family · ← back to Microsoft
tap a year for its mentions
every year anyone Mason Morfit 23Chris Dixon 16Ted Seides 14Josh Wolfe 14Morgan Housel 7Jose Feliciano 6Chris Douvos 6Stephen McKeon 5Rob Hale 5Ben Gilbert 5
Verbatim, from the transcripts: the passages where Microsoft comes up
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 29:57 Jordi Visser One of the major reasons was because we had this shift to where these mega companies, Apple, Amazon, Facebook, Netflix, Microsoft, all of them dominated from the oh eight period.
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- ▶ 13:12 Matt Botein And I had done strategy consultant Excel, which is a different language.
Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- ▶ 1:08:36 Chris Ailman Well, it turns out there were, the Sandy Hook principles, but nobody had really picked them up and done stuff, and so I went through, I'll show my age here, I went through my Rolodex, I went through my Outlook file,
Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
- ▶ 23:01 Donna Snider Some like a rigorous Excel analysis. 2 times in the scene
Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72)
- ▶ 21:37 Ted Seides And were you using just hardcore Excel in front of a computer?
- ▶ 57:09 Michael Schwimer I'm gonna go with Bill Gates, and the reason isn't the Microsoft stuff, it's, it's what he's decided to do with his wealth, and you're on this earth, I want to make a ton of money and then use it to help as many people as I possibly can,…
Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
- ▶ 1:16:47 Raphael Arndt So we're using Confluence and SharePoint, for example, for internal teams to be able to communicate with each other and work on things together.
Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
- ▶ 42:10 Stephen McKeon Like IMAP, the thing that allows me to write an email in Gmail and send it to you maybe in Outlook, and both of the interfaces can make sense of the information.
- ▶ 51:06 Stephen McKeon So I guess another unbundling example would be if just going back to this cash flow and voting right, like say I hold a share of Microsoft, it has these two rights. 3 times in the scene
- ▶ 56:34 Stephen McKeon If you're Google, like, you don't want to sign on to Microsoft's centralized standard and vice versa.
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 29:39 Josh Wolfe Like Kinect from Microsoft Xbox or Leap Motion, and we felt that the next logical thing would be not visually detecting what you were doing, but actually picking up the signal off of your own body. 2 times in the scene
Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
- ▶ 8:09 Anthony Scaramucci So I was an investment banking associate in the real estate department, and so that was basically being a glorified analyst, so you had to know spreadsheets, you had to know macros on Lotus one, two, three, and then there was a new…
Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
- ▶ 36:12 Brian Portnoy My PowerPoints have almost no words in them.
Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
- ▶ 10:29 Basil Qunibi When you're analyzing a company, you're gonna go through the 10 Q's and the 10 K's, and you're gonna pull down the financials, and you're gonna start building models in Excel and things like that.
- ▶ 18:50 Basil Qunibi There was an Excel problem that I couldn't solve.
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 11:33 Chatri Sityodtong Um, and I had a spreadsheet, Excel spreadsheet on my laptop, uh, you know, in my dorm room and, um, it's four dollars and 13 cents.
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
- ▶ 50:39 Chris Douvos So the whole emerging growth market that brought us, you know, Apple and Microsoft and all that is gone today, right?
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 57:09 Josh Brown So if someone says to me, oh, so you're saying cost matters, and you're saying less is more, and you're saying bias toward inactivity, and blah, blah, blah, but you're aware of what's going on with John Deerstock, and you're aware of…
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 53:28 Ted Seides They buy Microsoft.
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