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Viking Global Investors

also referred to as: viking

6 statements across 3 episodes · 5 bullish · 1 bearish · 3 people on the record · first statement Mar 16, 2020 by Greg Fleming · said 24 times in 6 episodes since 2019 · across every show →

Mentions by year

brought up most by Ted Seides (7), Paul Enright (7), Greg Fleming (5), Ricky Sandler (3), Stan Miranda (1), Jon Harris (1)

tap a year for its mentions
0081152201920202021202220232024episodesmentions
012201920202021202220232024episodes it came up in
007.51152201920202021202220232024episodesmentions per episode
2024 3 mentions in 1 episode
2023 1 mention in 1 episode
2022 13 mentions in 1 episode
2020 6 mentions in 2 episodes 3 per episode
2019 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Viking Global Investors, oldest first

Mar 16, 2020 positive
Disclosure
Fleming: Viking Global backed Rockefeller Capital shortly after Morgan Stanley exit
“Our private equity partner is Viking through their private vehicle, and they've been great partners. They and I talked about doing something like this virtually from the first month or two I left Morgan Stanley.”
Greg Fleming Mar 16, 2020 ▶ 45:01 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Aug 15, 2022 positive
Disclosure
Enright: Viking Flexed Gross Leverage Dynamically for Top-Decile Performance
“From 2008, really through 2016, we were in top decile performance. And I think that's part of that because we were willing to flex our gross.”
Paul Enright Aug 15, 2022 ▶ 38:13 Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
Aug 15, 2022 positive
Opinion
Enright: David Ott Was Viking Global's Secret Weapon
“David is, I think, the secret weapon inside Viking, right? David is, if you took all of the aspects of Michael Mobison that everybody thinks is amazing, and then all the aspects of Steve Mandel, and you put them together, that's David Ott.”
Paul Enright Aug 15, 2022 ▶ 10:43 Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
Aug 15, 2022 negative
What-if
Enright: Viking's 2008 Returns Suppressed by the Volkswagen Short Squeeze
“I saw this firsthand in 2008, we were up in a way we're up in equities and we would have been up a lot in equities if you strip out the Volkswagen effect. Cause we got caught up in that just like everybody else.”
Paul Enright Aug 15, 2022 ▶ 42:48 Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
Aug 15, 2022 positive
Assertion Not checkable as stated
Enright: Every Viking Global Success in Its First 15 Years Came From Purcell
“Every single big successful person in the first 15 or so years of Viking came from Tom.”
Paul Enright Aug 15, 2022 ▶ 11:24 Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
Oct 28, 2024 positive
Assertion Not checkable as stated
Sandler: Viking promotes investors to PMs at relatively inexperienced levels
“Something that I know Viking does is they make folks PMs at relatively inexperienced levels and a little bit of trial by fire.”
Ricky Sandler Oct 28, 2024 ▶ 56:26 Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)
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