Samsung, every mention
8 scenes, the whole family · ← back to Samsung
tap a year for its mentions
every year anyone Howard Smith 3Daniel Graña 3Josh Wolfe 2Tom Russo 1Rajiv Jain 1Neal Foard 1Jim Falbe 1
Verbatim, from the transcripts: the passages where Samsung comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 53:41 Rajiv Jain Why would you own Samsung, which is as classic as it gets?
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 39:00 Josh Wolfe I immediately went and looked and said, okay, you've got SK Hynix, Samsung on the Korean side. 2 times in the scene
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
- ▶ 32:45 unnamed speaker iPhone and Samsung phones, the insurance contracts.
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Neal Foard – The Art of Storytelling (Capital Allocators, EP.290)
- ▶ 12:45 Neal Foard We were pursuing large global accounts like Samsung on a global level.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 32:56 Howard Smith But the ultimate producers of those semiconductors are companies like TSMC, or Samsung, or Micron, or Intel. 3 times in the scene
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 40:33 Daniel Graña For example, the largest exporter of Vietnam today is not shoes and t-shirts and it's actually Samsung. 3 times in the scene