Philippines

also referred to as: the philippines

4 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Jul 20, 2020 by Taimur Hyat · said 21 times in 16 episodes since 2017 · across every show →

Mentions by year

brought up most by Rashmi Kwatra (3), Chris Voss (3), Rodney Comegys (2), Tim Recker (1), Taimur Hyat (1), Richard Lawrence (1), Michael Cembalest (1), Louis-Vincent Gave (1)

tap a year for its mentions
0043862017201820192020202120222023202420252026episodesmentions
0362017201820192020202120222023202420252026episodes it came up in
0013262017201820192020202120222023202420252026episodesmentions per episode
2026 2 mentions in 1 episode
2024 3 mentions in 3 episodes 1 per episode
2022 4 mentions in 2 episodes 2 per episode
2021 8 mentions in 6 episodes 1 per episode
2020 1 mention in 1 episode
2019 1 mention in 1 episode
2018 1 mention in 1 episode
2017 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Philippines, oldest first

Jul 20, 2020 positive
Prediction Held up
Philippines, Vietnam, Bangladesh, and Mexico will gain as supply chains leave China
“Places like the Philippines, Vietnam, Bangladesh, Mexico will gain as a result of that kind of second location as they scale back in China and scale up there.”
Taimur Hyat Jul 20, 2020 ▶ 24:03 Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
Apr 15, 2021 positive
Assertion Supported
Xie: Players in the Philippines earn living wages playing blockchain games
“There's a DAO called Yield Guild Games that I've been participating and active in, and there have been people in the Philippines who have been earning a living wage playing.”
Linda Xie Apr 15, 2021 ▶ 46:25 a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)
Oct 28, 2021 neutral
Disclosure
Kwatra: Sixteenth Street Capital holds approximately 40% of its portfolio in India
“So we have about 40% of our book in India, and it's the fact that ultimately we are looking for great companies that have long runways to really compound capital, and today India is a deeper market. There are more than 3000 listed companies, and so our ability…”
Rashmi Kwatra Oct 28, 2021 ▶ 1:05:57 Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
Sep 30, 2024 positive
Opinion
Salem: The US military and geopolitical alliance with Japan is vastly underestimated
“Our alliance with Japan in a military and geopolitical sense is vastly underestimated to a lesser extent with the Philippines, but emphatically with Japan.”
David Salem Sep 30, 2024 ▶ 42:27 David Salem - Investment Wisdom from the Owner's Box (EP.409)
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