Mike Trigg

9 statements across 3 episodes · 5 bullish · 2 bearish · 2 people on the record · first statement Nov 2, 2020 by Mike Trigg · said 22 times in 6 episodes since 2021 · across every show →

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

Mentions by year

brought up most by Sanjay Ayer (8), Ted Seides (6), Paul Black (4), Sloan Payne (1), Ryan Batchelor (1), Mike Tian (1), Jim Falbe (1)

tap a year for its mentions
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012202120222023202420252026episodes it came up in
0051102202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 2 mentions in 1 episode
2024 10 mentions in 1 episode
2023 1 mention in 1 episode
2021 8 mentions in 2 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Mike Trigg, oldest first

Nov 2, 2020 positive
Insight
Trigg: Four criteria define durable economic moats in outsourcing businesses
“The first thing we would look for is we want a runway of outsourcing. You don't want to invest in outsourcers when the majority of the market has already been outsourced. And that can take a really long time to be honest with you. These things are actually pre…”
Mike Trigg Nov 2, 2020 ▶ 25:00 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Nov 2, 2020 negative
Assertion Not publicly verifiable
Trigg: WCM Underperformed by Over 2,000 Basis Points in Five Quarters
“We're underperformed by over 2000 basis points in the first five quarters that I joined the firm.”
Mike Trigg Nov 2, 2020 ▶ 15:36 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Nov 2, 2020 positive
Insight
Trigg: Enduring luxury compounders require ultra-high pricing and direct distribution
“And we studied about 50 luxury companies over the course of 30 years and tried to find What were the markings of the ones that really compounded returns at really high rates for a long period? I'm not the ones that, you know, sure, there's many of them that ha…”
Mike Trigg Nov 2, 2020 ▶ 30:30 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Nov 2, 2020 positive
Insight
Trigg: Writing clarity is a key tool for effective investing
“And I still, to this day, think being a good writer is a really great tool to being a good investor. It's important to be able to, I think, articulate how you're thinking about things. It's important to Be able to simplify your ideas down to a few key principl…”
Mike Trigg Nov 2, 2020 ▶ 8:09 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Nov 2, 2020 negative
Insight
Mike Trigg: Investment analysts must generate unique insights, not just gather information
“Ultimately we're paid and we're supposed to be making unique insights. And so people that just are more information gatherers, as opposed to making insights, that tends to be a pet peeve of mine as well.”
Mike Trigg Nov 2, 2020 ▶ 57:18 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Dec 20, 2021 positive
Insight
Trigg: Caring more than competitors is asset managers' best competitive edge
“We're not smarter than anyone else, and we're not going to work harder than anyone else either, but we have to care more than anyone else. That's our best chance. We have to care more, and that's the types of people that are typically attracted to this industr…”
Mike Trigg Dec 20, 2021 ▶ 47:17 Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
Dec 20, 2021 neutral
Insight
Trigg: Employees usually signal when a colleague must be fired
“The reality is, nine out of 10 times, your people tell you that that needs to get done before you actually have to make that decision yourself”
Mike Trigg Dec 20, 2021 ▶ 49:25 Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
Feb 5, 2024 positive
Insight
Ayer: Meaningful personal growth requires mentors who both encourage and challenge
“If you really want to grow as a person, find someone in your life who, when you're down, will pick you up. And when you're up, we'll push you, often beyond your comfort zone. I think there's a lot of people out there who'll do one or the other. Exceptionally f…”
Sanjay Ayer Feb 5, 2024 ▶ 1:04:44 Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
Feb 5, 2024
Disclosure
WCM leaders presented a 50-point deck of their past mistakes at offsite
“We did an offsite several years ago where Mike Trigg and myself, we got up, and we just talked about every mistake we made over the last 10 years, and that was, it was like a fifty-point PowerPoint deck, and showing about these mental models that were just, yo…”
Sanjay Ayer Feb 5, 2024 ▶ 1:02:13 Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
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