Morningstar, every mention
13 scenes · ← back to Morningstar
tap a year for its mentions
every year anyone Sanjay Ayer 5Ted Seides 4Pat Dorsey 4Mike Trigg 3Paul Black 1Jordi Visser 1Brian Portnoy 1Brett Barth 1
Verbatim, from the transcripts: the passages where Morningstar comes up
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 11:24 Pat Dorsey Moats were the lens through which we looked at every business at Morningstar. 2 times in the scene
- ▶ 39:26 Pat Dorsey Concentrated, because that was something I hadn't had the opportunity to do at Morningstar, because we covered 17, 1800 companies.
- ▶ 42:22 Pat Dorsey To be clear, we had to cover the waterfront at Morningstar.
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 17:20 unnamed speaker We started with size, large, medium, small, value, gross, or the Morningstar nine box.
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- ▶ 2:09 Ted Seides Capital Allocators is brought to you by Morningstar. 3 times in the scene
- ▶ 8:21 Mike Trigg We've always told the story back to the days when we both worked at Morningstar. 3 times in the scene
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 8:12 Sanjay Ayer Yeah, so out of college, my first job was an equity analyst at a company called Morningstar in Chicago, and when I joined, it was kind of an upstart equity research service within a bigger shop known for mutual fund analysis, and it was… 4 times in the scene
- ▶ 11:32 Sanjay Ayer So it was similar to Morningstar in that you're given a lot of responsibility, and it's up to you to define your own career path.
Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
- ▶ 9:18 Paul Black So it was at that point, and actually adding Mike to the equation where he came over from Morningstar, that we began to wrestle with that whole idea of what is important with a competitive advantage, and part of that was it wasn't about…
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 52:07 Jordi Visser The first one is their performance measures, which is very traditional morning start type stuff.
Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
- ▶ 4:33 Ted Seides At Chicago Equity Partners, Mesereau Financial, and Morningstar.
- ▶ 21:07 Brian Portnoy And so we have something in life called choice overload, or decision fatigue, where you have 24,000 share classes on Morningstar.com.
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- ▶ 47:21 Brett Barth At the end of the day, managers who are focused on earning a management fee and keeping assets and just not underperforming, you know, your average mutual fund whose job it is, is to never be below three or four Morningstar stars so that…