Vulcan Value Partners

“When I first started at Vulcan, we owned Apple, and at the time, I mean, it was just unbelievably cheap. It was like, and the iPhone that they'd released that year was not as popular as the Samsung Galaxy, which is hard to believe today, but everybody was kind…”

“One of the things I really respect about CT that he did right was he always built a firm and prepared for the best case scenario. So I think a lot of people, they're like, I'll prepare for worst case scenario. You need to be prepared if something bad happens. …”

“We hit ten billion. We had a retreat and CT said, you know what? We are not taking any more money. And it took us, I think, to like, 12 or 13 before it actually stopped. We were bringing in a hundred million dollars a week in AUM because the performance was ju…”

“So five previous people at Vulcan who are all co-founders of this thing, principles, that really believed that we think we can do something that's going to add value for that next generation of value investors.”

“When I signed on to Vulcan, it was a one billion dollar boutique. They were large enough that I was very confident they'd be able to pay the bills. There'd be some stability, but also small enough to still be able to really perform. And that was important to m…”

“Ended up with us doing kind of a full AI effort at Vulcan, where we, you know, had eight people at the peak, and we're spending a lot of money, but just added a ton of value.”