Warren

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Apr 8, 2019 by Ted Seides · across every show →

Everything said about Warren, oldest first

Apr 8, 2019 negative
Assertion Supported
Seides: Buffett is right that aggregate active management loses after fees
“When Warren looks at this, he's looking at the entire universe of active managers, and saying that if you take all these people together, and they charge fees, together they make the market, you charge fees, and you're going to lose. And he's absolutely right.”
Ted Seides Apr 8, 2019 ▶ 17:52 Ted Seides – Interviewing and Manager Meetings (Capital Allocators, EP.94)
Jun 8, 2023 positive
Insight
Falbe: Emotional temperament outweighs intellectual capability for investment success
“As a faithful disciple of Warren and Charlie realized the emotional makeup may be a more important part.”
Jim Falbe Jun 8, 2023 ▶ 9:47 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
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