Morningstar, Inc.
includes Morningstar Investment Conference, Morningstar Sustainalytics
9 statements across 7 episodes · 0 bullish · 0 bearish · 0 people on the record · said 74 times in 19 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Ted Seides (19), Ryan Batchelor (13), Brian Portnoy (9), Mike Trigg (8), Wayne Wicker (4), Pat Dorsey (4), Paul Black (3), Patrick O'Shaughnessy (2)
tap a year for its mentions
2026 16 mentions in 2 episodes 8 per episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode
2023 2 mentions in 2 episodes 1 per episode
2021 29 mentions in 5 episodes 6 per episode
- Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
- Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
- Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)
- Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
- Fran Kinniry – The Comfort of Paradox at Vanguard Group (Capital Allocators, EP.173)
- every mention in 2021, scene by scene →
2020 7 mentions in 2 episodes 4 per episode
2018 16 mentions in 5 episodes 3 per episode
- Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
- Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
- Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
- Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
- every mention in 2018, scene by scene →
2017 2 mentions in 1 episode
Everything said about Morningstar, Inc., oldest first
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