Warren Buffett, every mention
29 scenes (2018) · ← back to Warren Buffett
tap a year for its mentions
every year 2018 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
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.