Warren Buffett, every mention
28 scenes (2022) · ← back to Warren Buffett
tap a year for its mentions
every year 2022 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
Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
- ▶ 25:52 Ted Seides The baseball analogy, a little more like a Warren Buffett, wait for your fat pitch, which in some sense is the antithesis of indexing.
- ▶ 50:35 Charlie Ellis Well, first they went to Omaha, Nebraska and talked to Warren Buffett.
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 1:04:05 Farouk Miah And then subsequent to that, obviously Howard Marks, Buffett, et cetera, but Peter Lynch and one up on Wall Street was a big one.
Adam Wyden - ADW Capital (Manager Meetings, EP.37)
- ▶ 30:56 Adam Wyden I would say Joel Greenblatt and Buffett, this combination of understanding why things are cheap and what I would call structural mispricings. 2 times in the scene
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
- ▶ 4:33 Ted Seides Hayden asked me some great questions that cover the difference in retail and institutional investing, aspects of my professional experience, insights from my conversations with Sam Zell, Joel Greenblatt, Chamath Palihapitiya, Mike…
- ▶ 22:17 Hayden Brain Uh, during the interview, he referenced Buffett who said, and I'm sure most people have heard this quote, buying when no one else wants to buy creates opportunity.
- ▶ 32:11 Hayden Brain Chamath talks about Buffett again, about how he accelerated his own worldview, which seems to be largely centered around US exceptionalism. 6 times in the scene
- ▶ 46:48 Ted Seides He certainly would have done a lot better if he had met Warren Buffett and owned Berkshire Hathaway.
- ▶ 47:38 Hayden Brain Uh, and you mentioned Buffett there, obviously it's been almost a constant theme throughout the podcast. 18 times in the scene
- ▶ 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.