Warren Buffett, every mention
31 scenes (2019) · ← back to Warren Buffett
tap a year for its mentions
every year 2019 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
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
- ▶ 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.