Warren Buffett, every mention
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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
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
- ▶ 46:41 Tom Russo It's all about how Warren himself, over the past 30 years, has been the HR office of Berkshire Hathaway on the most critical decision that he can make, which is how does he incent the people who sit in the seats to do what is best for… 11 times in the scene
- ▶ 52:33 Tom Russo I'd say Warren has often described the issues in business, the mistakes in business, as being 6 times in the scene
Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- ▶ 24:51 Chris Ailman Basically, they're saying, I think I can be like Warren Buffett.
Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
- ▶ 56:31 Steve Kuhn For most people, that's great advice just by index funds, but specifically when Warren Buffett kind of beats up on hedge funds, but when he beats up on hedge funds, he does it in ways that are both true and not true, and I think he knows… 2 times in the scene
Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)
- ▶ 6:22 Ron Biscardi In between my engineering classes, I was reading things like One Up on Wall Street by Peter Lynch and reading about Warren Buffett, so I always had a love for investing.
Tom Bushey – Launching a Hedge Fund (Capital Allocators EP.78)
- ▶ 52:00 Tom Bushey And then obviously the annual report from Buffett, but I'm sure, uh, that's like a lot of folks in our business.
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
- ▶ 31:45 Andrew Tsai He's like, I want you to read Lowenstein's book on, on Buffett, the making of an American capitalist.
- ▶ 57:09 Ted Seides So you start talking about Buffett and people, which is true, but there's also a, hey, own US equities and long term compound and be patient in that way.
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
- ▶ 15:06 Michael Batnick Though, the part about Buffett putting 90% of his money in the S&P 500 index, well, that really resonated with me.
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 11:15 Josh Wolfe So if you are looking where everybody is looking, as Buffett has said very famously, you pay a high price for a cherry consensus. 2 times in the scene
- ▶ 1:01:11 Josh Wolfe I actually believe that when Buffett was talking about sort of weapons of mass destruction and derivatives,
Charley Ellis - Indexing and Its Alternatives (EP.62)
- ▶ 49:37 Charlie Ellis I know Warren is a person. 3 times in the scene
- ▶ 1:14:37 Charlie Ellis I said, you mean Warren Buffett's outfit? 2 times in the scene
Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
- ▶ 53:23 Anthony Scaramucci Well, my pet peeve is that a lot of people think we're in the investing business, but I sort of think we're in the fashion business, and so the skirts come up and down in our industry, so you have to be very, very careful about that, you…
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 1:19:10 Ted Seides You know, you mentioned that Warren Buffett has an empty calendar. 2 times in the scene
Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
- ▶ 50:47 Brian Portnoy Uh, Warren Buffett and Howard Marks have it wrong.
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 9:25 Paul Black You know, I, I spent a lot of time reading the classics, stuff that Buffett talks about.
- ▶ 12:18 Paul Black I think optimists are the ones who ultimately get it right, because if you look back through history, Buffett says it all the time, never bet against America.
- ▶ 18:51 Ted Seides Buffett talked about brands when he went from being sort of a classic Ben Graham investor to a Phil Fisher investor.
- ▶ 34:01 Paul Black Gratitude, again, stealing from Buffett, you're born in America, you won the lottery.
Steven Galbraith – In the Boardroom (Capital Allocators, EP.48)
- ▶ 10:02 Steve Galbraith And so that ended up being, in fact, that's where we had our Omaha experience where you took me out to meet Warren and I asked him about endowment management.
- ▶ 20:07 Ted Seides I think I'd be remiss, you know, you mentioned a conversation we had with Warren Buffett about the Tufts endowment. 9 times in the scene
- ▶ 42:32 Steve Galbraith I'm sure it's just, but I, I have to believe I, I still prefer what Todd and Warren and Ted do, which is kind of the three of them have very little incremental analytical, analytical resources.
Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46)
- ▶ 34:00 Andy Redleaf And I've always thought that Warren Buffett is not a great investor. 2 times in the scene
It's Not About the Money (Capital Allocators, EP.45)
- ▶ 28:23 Ted Seides You know, I ended up, as you know, making a, sort of a public bet with Warren Buffett that I, I didn't realize how public it would be.
Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
- ▶ 8:06 Basil Qunibi I had gone through a journey in my life where I read everything Buffett ever wrote, 2 times in the scene
Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
- ▶ 22:13 Ted Seides Warren Buffett and Berkshire Hathaway, right, who coined derivatives as weapons of financial mass destruction, and around that same time, around the financial crisis, he sold long-dated puts, I guess, on the S&P. 6 times in the scene
Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
- ▶ 23:20 Bill Spitz And I think, I think, I don't know whether it was Buffett or Ben Graham or someone said, if you can't really calculate a valuation, it's not investing in speculation.
- ▶ 34:05 Bill Spitz I heard the other day, and I haven't verified this, but I heard that if you look at Warren Buffett's track record, more than a third of three-year periods he underperformed throughout his history. 2 times in the scene
- ▶ 41:41 Ted Seides There's a gentleman in Omaha that says, just buy the S&P, 500, everything will be fine.
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
- ▶ 19:28 Ted Seides And the academic data, what you read, what Warren Buffett says, all lends itself to, by and large, active managers underperform.
- ▶ 1:03:06 Ted Seides At a simple level, you know, our friend Warren Buffett will come out and say, oh, just index. 3 times in the scene
- ▶ 1:11:49 Michael Mauboussin By the way, I'm a Buffett fan. 2 times in the scene
Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
- ▶ 30:38 Ted Seides And if you dig in, so I, you know, I've scratched my head on this probably more than most people have because of the, what's happened over the last 10 years, but Warren Buffett says U.S. is just fine.
Deep Dive into Hedge Funds (Capital Allocators, EP.34)
- ▶ 5:12 Ted Seides For the first, I asked him to interview me about the Buffett bet.
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 28:45 Paul Sonkin Then what we thought is, ok, so you have a pitch that's written down on a piece of paper, and the example that we talk about in the book is like, you have Warren Buffett read the words on that piece of paper, and 2 times in the scene
- ▶ 53:57 Paul Johnson You know, Buffett says it. 3 times in the scene
- ▶ 56:16 Paul Sonkin So maybe it's a dozen, a 102 hundred, and then you can't count all the people that just bought Berkshire stock because that's just Warren Buffett and they're just copying.
Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
- ▶ 49:00 Ted Seides You are betting against Warren Buffett. 2 times in the scene
Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
- ▶ 42:26 Scott Malpass You know, Warren Buffett is so great about cautioning people about that, you know, and I, he always talked about the stock, he always talks about the stock market as being the transfer, uh, 2 times in the scene
- ▶ 58:47 Ted Seides There's a degree to which, as I'm sitting here listening to you, it's just, it almost feels like in a different context when you're talking to Warren Buffett that you've been here so long and have done so many things right that you're in a…
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 21:02 Chatri Sityodtong That I couldn't see myself doing this until I was 80 years old, like Buffett did. 2 times in the scene
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 14:00 Richard Lawrence Yeah, well, see, I had found Buffett in the early eighties and was reading Buffett. 2 times in the scene
- ▶ 40:44 Ted Seides But as an aside, you have people like Tom Russo, who I had on the show and Warren Buffett, who would tell you, if you have tomorrow's price today,
- ▶ 59:45 Richard Lawrence But, you know, Buffett was saying, oh, just buy, don't look at the economy, just buy stocks.
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
- ▶ 5:20 Ted Seides Our conversation covers how Tom created an investment strategy by personalizing early lessons he learned from Warren Buffett,
- ▶ 6:30 Tom Russo Well, it really, it goes back to Stanford Business School when I was a second year student in the joint program with the law school, and Warren Buffett came to our investor seminar hosted by 12 times in the scene
- ▶ 10:34 Tom Russo He also said, you know, something that turned out to be extremely profound, which is you can't make a good deal with a bad person. 2 times in the scene
- ▶ 17:20 Tom Russo If Warren's message, which is try to find businesses that
- ▶ 32:59 Ted Seides There's an interesting parallel, both in what Warren Buffett does and, you know, my first mentor, Dave Swenson, where both have talked at times about a systematic bias to hold on, and maybe you hear Warren talk about Dexter Shoe Company… 4 times in the scene
- ▶ 37:54 Ted Seides The passive indexing trend, active managers, including Warren, have significantly underperformed.
- ▶ 40:55 Tom Russo Allah Warren Buffett at my business school class.
- ▶ 42:29 Ted Seides Warren Buffett and Berkshire don't own a lot of the same names you do. 10 times in the scene
- ▶ 44:30 Ted Seides So I want to talk about a live case study of a name you and Warren have owned in common, which is Wells Fargo.
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
- ▶ 14:55 Chris Douvos You'll be CEO of Burlington Northern within 15 years and watch Warren Buffett will buy it.
- ▶ 25:48 Chris Douvos I call it Buffett's equation. 2 times in the scene
- ▶ 45:22 Chris Douvos You know, I'm kind of constantly cognizant of this question of, you know, Buffett's equation, you know, opportunity equals value minus perception, and I, I tend to get really skeptical of, you know, areas that are overfunded, and as a…
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
- ▶ 25:16 Ted Seides Which is a very much a business owner mindset, complete, very Warren Buffett-like, very different from the asset allocation structure in a lot of pools of capital in the U.S.
Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
- ▶ 21:27 Jeffrey Solomon With Mr.
- ▶ 27:53 Ted Seides Or it sounds like it's more like a, hey, Warren Buffett model.
Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
- ▶ 24:13 Ted Seides And now we know the story, my friend Warren Buffett's told it ad nauseum this year that nobody really cared. 4 times in the scene
- ▶ 35:31 Ted Seides So I want to take that lens and apply it to some of your thoughts on active investing, and the reason is that as opposed to some of the other luminaries that are talking about the difference between active and passive, Jack Bogle, even…
- ▶ 48:49 Charlie Ellis In the same way that when that young woman said to Warren Buffett, Mr. 3 times in the scene
- ▶ 1:10:14 Charlie Ellis And as I got off the elevator, Sandy Gottesman, who's the chairman of Berkshire Hathaway for many, many years, and the guy that stands and says, thank you, Warren, which is what closes us to the annual meeting. 3 times in the scene
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 58:44 Josh Brown We did a poll, and we asked, could Warren Buffett, if he started today with a million dollars, 11 times in the scene
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 4:37 Ted Seides As you probably know, about nine and a half years ago, I made a bet with a certain oracle in Omaha that pitted the performance of a group of five hedge fund funds against the S&P 3 times in the scene
- ▶ 6:36 Patrick O'Shaughnessy So Ted, we're going to talk a lot about your famous or infamous bet with Warren Buffett today, but I thought a fun place to start would be, and you don't know this question's coming, for you to describe your first trip to a Berkshire…
- ▶ 9:16 Patrick O'Shaughnessy A good, uh, good excuse for us to talk about, uh, your famous bet with Buffett. 10 times in the scene
- ▶ 11:44 Ted Seides So it started, I didn't know exactly what he had said, so I wrote him a letter that said, hey, I heard you suggested this, and I 6 times in the scene
- ▶ 14:52 Ted Seides This is only going to be good for us to be associated with Warren, and that made a lot of sense. 10 times in the scene
- ▶ 17:55 Ted Seides I, I think it's really important to make the, to, to reassert the point that Warren made in his letter, which is fees are high for hedge funds. 3 times in the scene
- ▶ 26:17 Patrick O'Shaughnessy To your point about him being the patsy at the table, the odds were in your favor.
- ▶ 27:00 Ted Seides So the audience that Warren is playing to, that Jack Bogle is playing to, 2 times in the scene
- ▶ 32:53 Patrick O'Shaughnessy And the paper basically said, okay, here's Buffett's track record. 3 times in the scene
- ▶ 50:03 Ted Seides If I were changing it, and let's keep in mind that this started as Warren saying hedge funds can't beat the S&P, and I said, okay, I'll, I'll make that bet.
- ▶ 54:15 Ted Seides So in this exact same period of time has been probably the only period in Warren's history where Berkshire Hathaway, for the most part, has underperformed the S&P 500 for a prolonged period of time. 6 times in the scene
- ▶ 58:43 Ted Seides I have had the great fortune of a consistent stream of the least expensive dinners with Warren and Ted Weschler and Todd Combs that's just been so fun. 2 times in the scene
- ▶ 1:03:41 Ted Seides So the first is very Buffett-like. 3 times in the scene
- ▶ 1:06:36 Patrick O'Shaughnessy Buffett is obviously the most famous one, but there's two others that I've come across quite famous, which I, I've read the annual letters, I've read books about them, and, and it's just fascinating.
- ▶ 1:13:29 Ted Seides I called Warren one day and said, oh, by the way, do you remember what we did with the collateral?
André Perold – Academic Practitioner (Capital Allocators, EP.02)
- ▶ 17:44 André Perold Um, Warren Buffett, I think, said it very nicely. 2 times in the scene
- ▶ 21:05 Ted Seides So a lot of people, if you think about how Warren Buffett might talk about risk, the time horizon 2 times in the scene
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
- ▶ 35:46 Steve Galbraith And, and your, your good friend from Omaha kind of made that point in his last letter.
- ▶ 41:20 Steve Galbraith And, and, and if you, one of my students, Todd Combs, actually works with, uh, Mr.
- ▶ 52:09 Steve Galbraith And if you look at the HBO documentary on Buffett or you, you know him, I mean, he, he's a very social guy in the sense when you meet him, he's incredibly engaging.
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