Microsoft, every mention
16 scenes (2020), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2020 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
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- ▶ 58:41 Joel Greenblatt So the example I would give you is let's say Microsoft is hired for its HR department or its accounting department. 4 times in the scene
Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164)
- ▶ 38:57 Shane Parrish Whereas if you think of a PowerPoint, it's designed to persuade you.
- ▶ 49:10 Shane Parrish And I think that the world is just really rich and detailed and there are structured approaches to decision-making and a lot of people use decision trees and they complicated Excel sheets, but all
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 28:42 Morgan Housel He said, if there were no Lakeside High, there would be no Microsoft. 5 times in the scene
- ▶ 48:46 Morgan Housel Like in the last 10 years, it's been Amazon, Apple, Google, Microsoft, Facebook, Netflix.
- ▶ 50:10 Morgan Housel They make them at the dinner table with their spouse, with their family, where all these emotions and nuance comes into play that moves the needle in a way that you can't really summarize neatly in Excel.
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- ▶ 20:24 Matthew Granade How much technical acumen a team has, and so we have a lot of teams that have analysts that are fairly technical, and those teams plug directly into our databases and things like that, and can pull the data into Excel models and manipulate…
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 10:31 Taimur Hyat You recognize that some of the real challenges around talent and organization and how to convince people to do things rather than what the five-page PowerPoint answer is.
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 49:31 Adam Fisher Now you could say, oh, Microsoft or Amazon or whatever, but by the way, it's actually deceiving.
- ▶ 59:06 Adam Fisher It's better than Microsoft.
Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143)
- ▶ 29:59 David Blood We've owned Microsoft, for example.
Clarke Futch – Healthcare Royalty Partners (First Meeting, EP.20)
- ▶ 46:51 Clark Futch So that's a case where we're trying to get, it's not a Excel spreadsheet, but we're trying to get a little more exposure to those areas.
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 21:03 Larry Siegel Facebook, Apple, Netflix, Microsoft, Amazon, and Google.
Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128)
- ▶ 11:34 Mark Baumgartner I think something came through on, uh, learning Excel skills. 2 times in the scene
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
- ▶ 9:13 Dan Rasmussen I couldn't do Excel models.
- ▶ 21:10 Dan Rasmussen Would you rather put it in Apple or Microsoft or something?