Warren Buffett, every mention
35 scenes (2021) · ← back to Warren Buffett
tap a year for its mentions
every year 2021 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
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