Philip Morris International, every mention
10 scenes · ← back to Philip Morris International
tap a year for its mentions
every year anyone Tom Russo 15Ted Seides 5Finny Kuruvilla 1Eric Ries 1
Verbatim, from the transcripts: the passages where Philip Morris International comes up
Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
- ▶ 22:03 Finny Kuruvilla So we have often marveled that Philip Morris, which is a widely known provisioner of cigarettes and tobacco, rates more highly on many of these databases than on companies that are actually trying to treat lung cancer.
Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (Capital Allocators, EP.107)
Thomas Russo – All About Google (Capital Allocators, EP.90)
- ▶ 4:34 Ted Seides Competition from Amazon, Google X's long-term moonshots, and related stories in Tom's portfolio companies, Philip Morris and Nestle.
- ▶ 19:12 Tom Russo Even Philip Morris, when I met with the CEO in Switzerland in September, suggested that they'd have a billion dollar savings potential over the next several years. 2 times in the scene
- ▶ 26:28 Tom Russo Philip Morris dropped from a 118 to 70 second half of last year.
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
- ▶ 18:24 Tom Russo Philip Morris, four years ago, decided that they were going to take about half a billion dollars a year from their income statement. 10 times in the scene
- ▶ 25:31 Ted Seides Philip Morris. 2 times in the scene
- ▶ 26:56 Tom Russo And so, perfect example was Philip Morris, and I, in 2012, it started the year at something close to 10%, and ended the year over 13%.
- ▶ 28:10 Ted Seides I have seen you spend years researching names that you don't own, and in that same moment in time in that example where a Philip Morris will have risen and perhaps gets ahead of itself in the market in your estimation, there must be times… 2 times in the scene