Warren Buffett, every mention
285 scenes · ← back to Warren Buffett
tap a year for its mentions
every year anyone Ted Seides 219Tom Russo 69Marcel van der Hoef 36Hayden Brain 25Patrick O'Shaughnessy 17Morgan Housel 17Sarah Samuels 15Charlie Ellis 12Seth Klarman 11Josh Brown 11
Verbatim, from the transcripts: the passages where Warren Buffett comes up
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
- ▶ 52:24 Ted Seides Um, in fact, Warren made some comments that gave me an indication of if he lost the bet, at least what he was going to say about starting points and ending points and time series as long as 10 years. 6 times in the scene
- ▶ 54:39 Ted Seides Um, I, I do think there's a, you know, the high level lesson that Warren wanted to impart was basically right, which is, it's just really, really hard to beat the market. 5 times in the scene
- ▶ 59:14 Ted Seides And I think that's what you find that some people are wired in a certain way that have made them truly exceptional investors, a Warren Buffett, a Sam Zell.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 56:54 Howard Smith I mean, I was obviously familiar with the work of Benjamin Graham and how he influenced Warren Buffett, and I've read a lot about Peter Lynch at Fidelity.
Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
- ▶ 24:59 Sarah Samuels Warren Buffett is quoted as saying that once you have ordinary intelligence, an IQ of a hundred or so, you can be a great investor.
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 4:40 Ted Seides We discussed his beyond Markowitz portfolio management framework, application of it to high net worth individuals, foundations, the Yale endowment, Warren Buffett, and a single family office.
- ▶ 44:31 Ted Seides Now, somewhere along the way, you wrote The Aspirational Investor, so a wonderful book that describes the framework, and in it, in particular, you talked about both Yale and Warren Buffett as it applies to your framework, and I'd love you… 7 times in the scene
Sam Zell – Common Sense and Uncommon Profits (Capital Allocators, EP.253)
Chris Voss – Listening, Human Nature, and Negotiations (Capital Allocators, EP.252)
- ▶ 16:20 Chris Voss Whether you're Warren Buffett, or whether you're Joe Biden, or whether or not you're the guy in the corner that's selling newspapers.
Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)
- ▶ 55:26 Larry Kochard Warren Buffett's obviously, not that I'm Warren Buffett at all, or even close to that, but, you know, there are plenty of people that have invested well beyond 70 and to their eighties and nineties, but, and I will always have a love and… 2 times in the scene
Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
- ▶ 10:05 Sahil Bloom His dad had worked at Goldman, and he had always talked to me about the Warren Buffett shareholder letters.
Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)
- ▶ 12:37 Greg Dowling We're going to try to find those smaller managers and paraphrase Warren Buffett. 2 times in the scene
Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
- ▶ 13:39 Greg Dowling Yes, you want to find that undiscovered alpha, but to paraphrase Warren Buffett, he talks about investments not being the Olympics, that you get no points in
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
- ▶ 9:07 Florian Bartunek You may probably not be able to have Warren Buffett as a mentor today, but why not spend some hours alone with him reading his books? 3 times in the scene
- ▶ 13:22 Florian Bartunek Warren Buffett
- ▶ 44:37 Florian Bartunek I always tell people, read how to make friends and influence people, which is actually Warren Buffett's recommendation as well.
Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
- ▶ 23:43 Chris Douvos Now, a bigger question for me is, I keep coming back to Buffett's equation.
Jamie Montgomery – March Capital (Manager Meetings, EP.26)
- ▶ 16:34 Jamie Montgomery You know, as Warren Buffett says, diversification is particularly important if you don't know what you're doing, you know, and I think we feel like we know what we're doing, so we'll concentrate at the 15% in any fund in one company, and…
Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
- ▶ 1:02:25 Paul Black As Buffett said, you're born in America and won the lottery.
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- ▶ 6:08 Savneet Singh And I got obsessed with Warren Buffett.
- ▶ 8:52 Savneet Singh And at the time I said, hey, I want to be Warren Buffett. 3 times in the scene
- ▶ 21:53 Savneet Singh I started to realize that, you know, I used to tell all my friends, this is years ago now, that if Warren Buffett was 30 years old, he'd just be buying software businesses, because they have every aspect of a great business that he talks…
- ▶ 55:13 Savneet Singh My dad sent me a Warren Buffett book.
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 14:15 Rashmi Kwatra We think today, and maybe growing up, you know, my age in the West, Warren Buffett was still kind of an iconic, and children had been introduced to investing, but in Asia, not as much.
Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)
- ▶ 42:50 John Brolin And if people want to invest and they say, well, I'm interested in sending docs, great, but I've never asked anyone that came from an old Warren Buffett practice. 2 times in the scene
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
- ▶ 12:07 Brett Barth The second view that I'd say we're forming around all this is that it's a little bit like online retailing or even Warren Buffett in his comment about airplanes.
Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
- ▶ 6:56 Paul Black I think it was Buffett that said, right, he's never done a good deal with a bad person.
- ▶ 16:00 Ryan Batchelor And during that second year, read dozens of investment books, studied the patterns of the best investors, Warren Buffett, Benjamin Graham, Seth Klarman, Phil Fisher, a nod to your growth side, Paul.
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- ▶ 23:13 Bruce Martin And he looks, he goes, Warren Buffett. 2 times in the scene
- ▶ 25:41 Donna Snider And I didn't know as much about the Warren Buffett 2 times in the scene
- ▶ 36:28 Bruce Martin So in equities, after reading all the Buffett stuff, two books I read that pretty much put me over the hump and convinced me that I'm going to do this alone and do it this way.
- ▶ 40:47 Bruce Martin Buffett says you can learn a lot about people from the way they play cards. 3 times in the scene
- ▶ 47:27 Bruce Martin I feel like people read way more than me, like Buffett, Buffett and Munger and the people who really followed, they would say you need to read 500 pages a day. 2 times in the scene
- ▶ 59:28 Bruce Martin You're trying to, you're trying to imply something, and, and he was right, and he totally called me out on it, and so there was a big level of not just maturity, but just a different way of thinking, and again, I learned a lot of that at… 2 times in the scene
Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
- ▶ 47:39 Chuck Davis Warren Buffett, who buys things forever, but our model is flawed in the sense that we can't own things forever.
- ▶ 53:28 Chuck Davis Todd sat on our floor and ran a great business, and then along came Charlie Munger and Warren Buffett, and hard to argue that
Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
- ▶ 33:15 Eli Casdin I remember I was in the value investing class at Columbia Business School, and you got a ticket to go to Omaha and see Buffett for their annual meeting, and I went 2 times in the scene
- ▶ 40:01 Eli Casdin And then we are over capitalizing these businesses, so they're not going to run out of money, which is the equivalent of a growth investor sort of Buffett sins.
Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
- ▶ 4:47 Ted Seides Our conversation covers Alex's early interest in business, lessons he learned from Warren Buffett, Magic Johnson, and Greg Norman, the strategy of A-Rod Corp, time management, leadership, and identification of partners.
- ▶ 9:25 Ted Seides I want to dive into all the different investments, but I know somewhere along the way you touched base with our friend Warren Buffett. 22 times in the scene
- ▶ 22:19 Alex Rodriguez And me as, as a founder and leader of our company, I can go out and do the really big things, whether that's a Warren Buffett or doing things with other types of leaders like magic with strategy and the vision and finding the capital and…
- ▶ 52:19 Alex Rodriguez I like predictability and, you know, something that Warren's taught me, predictable cashflow, predictable management team, things that you can actually control.
Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)
- ▶ 5:08 Brian Bares So I'm from Omaha, Nebraska, which doesn't really matter much to the story other than there's clearly a interest in Warren Buffett that was peaked, and that was kind of late eighties, early nineties, before he became the international… 3 times in the scene
- ▶ 8:11 Brian Bares And I thought about doing this Buffett model where 2 times in the scene
- ▶ 33:16 Brian Bares The, the important thing I think to remember is a lot of our peers just sort of read a bunch of Buffett and say, well, we're just looking for great capital allocators, right?
- ▶ 52:33 Brian Bares And so if I look back, it's not quite Buffett where if you take out the best four decisions he's made is performance would be no better than average or whatever that quote is.
Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184)
- ▶ 26:14 Patrick O'Shaughnessy It kind of goes against all the Swenson training, all the Buffett training, all the things that I think a lot of professional allocators came up on are being violated in front of us.
- ▶ 54:18 Ted Seides So I've asked Warren Buffett three times. 5 times in the scene
Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
- ▶ 37:36 Damien Bisserier If you look at Warren Buffett, it's a probably a similar success rate.
Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)
- ▶ 18:55 Paul Salem And even Warren Buffett says size is the enemy of returns, but it's okay because if you make a double digit IRR in today's world, you're doing pretty well, but I think size is, is hard to manage those outsized returns, and, and I've never…
- ▶ 42:44 Paul Salem And everyone, if we were really all smart, we would have just been Warren Buffett, right? 2 times in the scene
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
- ▶ 22:10 Chamath Palihapitiya And when Warren Buffett describes his job every day as reading and thinking, I think a lot of people think what a checked out dilettante, how dare he read and think all day. 4 times in the scene
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- ▶ 6:28 Joel Greenblatt Benjamin Graham eventually led me to Buffett. 3 times in the scene
- ▶ 24:10 Joel Greenblatt You know, I had learned from reading Buffett.
- ▶ 26:20 Joel Greenblatt And Buffett made that little twist that made him one of the richest people in the world. 3 times in the scene
Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164)
- ▶ 29:15 Shane Parrish It's like Warren Buffett does this perfect example, right?
Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
- ▶ 9:36 Mike Trigg And it was sort of rooted in, I'd say more of a classic Warren Buffett methodology.
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
- ▶ 14:34 Scott Wilson It's probably most famous because of the connection with Buffett. 4 times in the scene
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 36:05 unnamed speaker And there's this great quote from Buffett where he says, if you risk something that you need in order to gain something that you don't need, that is foolish. 17 times in the scene
- ▶ 39:58 Ted Seides So I love the corollary that you used, you know, you said Buffett's maybe call it worth ninety billion dollars, and Jim Simons at Renaissance is worth a lot, but a lot less. 18 times in the scene
- ▶ 44:20 Ted Seides Well, one of the things you talk about, and you can go back to the Bill Gates example, people think of Warren Buffett this way, is this notion that the tails more than sort of a steady state compounding are really what drives returns. 2 times in the scene
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 34:27 Larry Siegel And Warren Buffett still is.
James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
- ▶ 30:16 James Aitken I know everyone trots out Mr.
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- ▶ 15:43 James Aitken But it is true what Mr. 3 times in the scene
Ted Seides – A Rational Reminder (Capital Allocators, EP.121)
- ▶ 5:37 Cameron Passmore And then famously made that debt with Warren Buffett in 2008, whether or not the pool of hedge funds would beat the S&P 500.
- ▶ 11:09 Ted Seides I think you could take a corollary of something that, you know, Warren Buffett said about companies and industries.
- ▶ 23:31 Benjamin Felix You gained quite a bit of notoriety or whatever you want to call it with your bet with Buffett. 2 times in the scene
- ▶ 36:49 Cameron Passmore And this is also the same time period where you had your, your famous bet we talked about earlier with Warren Buffett. 8 times in the scene
- ▶ 41:53 Ted Seides So I, I think that it's probably fifty-fifty if you had a good hedge fund portfolio versus the market for the next 10 years, but I would never make what I thought was a fifty-fifty bet in public with Warren Buffett.
- ▶ 43:13 Ted Seides I assumed that no matter what, the bet and having lost the bet to Warren would be sort of part of my public legacy, and I wasn't gonna be able to do anything about that.
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- ▶ 27:35 Gregory Zuckerman And the journal has all kinds of restrictions, so I don't really trade, but somebody who was interested in markets from birth, someone who read, you know, Buffett,
Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
- ▶ 6:54 Kip McDaniel Guy named Jerry Goodman, who wrote under the pen name Adam Smith, was really the first one to get to know and profile Warren Buffett.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 25:08 Jonathan Tepper Rather, they end up with pricing power, which of course is what Buffett talks about.
- ▶ 46:21 Jonathan Tepper And it was quite clear as I started doing that, I was finding Buffett behind loads of them, right? 6 times in the scene
André Bourbonnais – Blackrock Long-Term Private Capital (First Meeting, EP.04)
- ▶ 25:54 Ted Seides And as you go out, when I think of other people who have similar type of duration capital, right, you think of Berkshire Hathaway and Warren Buffett, you could think of places like your former employers that do this directly.
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 17:11 Ash Williams To this day is a unique model in that we manage about 60% of that book, or a little over half, in what we call our principal portfolio, which means we own the properties directly, and we manage them ourselves, and we often have them with…
Jon Wertheim – Sports and… (Capital Allocators, EP. 102)
- ▶ 44:03 Jon Wertheim I mean, sometimes doing nothing, sort of the Warren Buffett investment model, but I think it applies to a lot more than investing.
Khe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101)
Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
- ▶ 41:43 Michael Mauboussin You think about guys like Warren Buffett, you know, one of the advantages is he's constantly has flowed.
Ted Seides – Interviewing and Manager Meetings (Capital Allocators, EP.94)
- ▶ 11:31 Marcel van der Hoef The bat with Warren Buffett. 18 times in the scene
- ▶ 14:56 Marcel van der Hoef What I found out when I also prepared, of course, for this conversation with you is that also preparing and looking into Warren Buffett to some extent. 8 times in the scene
- ▶ 17:52 Ted Seides 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. 3 times in the scene
- ▶ 37:08 Ted Seides So someone like Warren, obviously, Seth Klarman at Bowpost, just a brilliant, brilliant communicator.
- ▶ 48:02 Marcel van der Hoef Is Warren ever going to come on your show? 10 times in the scene
Thomas Russo – All About Google (Capital Allocators, EP.90)
- ▶ 10:32 Tom Russo Now, mind you, I covet businesses that are owner managed, and the initial underwriting documents for Google had a letter to potential interested investors saying, don't even think about voting control, because as Warren Buffett said, we… 2 times in the scene
- ▶ 30:57 Tom Russo As Warren described, Doris' philanthropic opportunities is retail, and his is wholesale at billions of dollars, and she does small things. 2 times in the scene
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
- ▶ 4:45 Ted Seides The conversation covers Tom's initial purchase of Berkshire, company meetings, reaffirming his thesis and searching for disconfirming information, the genius of Warren Buffett, research on MyTech, 2 times in the scene
- ▶ 5:48 Tom Russo Well, that would have been just after I first spent time with Warren, and it was in 1981 or 82, and it was at Stanford Business School, and Professor Jack McDonald, who was the value investing professor, the 6 times in the scene
- ▶ 8:49 Tom Russo Named Pat Ryan and I grew up together in a small town in Wisconsin called Janesville, and lo and behold, years after he went to Stanford Business School, as did I, we were sitting at some point, and he said about Berkshire and about Warren… 2 times in the scene
- ▶ 11:11 Tom Russo A pretty straight, unobstructed march towards profit land partnering with Warren. 2 times in the scene
- ▶ 16:08 Tom Russo And Warren referred at one point an annual report that had gone up a thousand times.
- ▶ 18:04 Tom Russo And then he said, and you get with it the world's smartest consultant, Warren. 8 times in the scene
- ▶ 20:41 Ted Seides Of the CEO saying, you know, Warren is the guy who asks those three questions. 13 times in the scene
- ▶ 27:23 Ted Seides There's a degree to which Warren says they're underwriting at a premium. 5 times in the scene
- ▶ 33:22 Tom Russo Yeah, well, you know, Warren has said that these are both people who are blessed with the gift of knowing what's important and knowable, and so they don't operate outside that sphere. 10 times in the scene
- ▶ 40:52 Ted Seides For a long period of time, Warren has talked about just the law of large numbers, and there shouldn't be an expectation that they can compound book value or intrinsic value at the same level they did in the past, and this seems like it's a… 3 times in the scene
- ▶ 43:49 Tom Russo Now, Warren has said repeatedly that he would not sell the insurance business for book value plus float without the burden of paying tax on either, so. 3 times in the scene