Warren Buffett, every mention
34 scenes (2023) · ← back to Warren Buffett
tap a year for its mentions
every year 2023 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
Gary Sernovitz - Inside the CIO Seat (EP.357)
- ▶ 41:26 Gary Sernovitz It's Buffett. 2 times in the scene
Ted Seides – Unlocking Investment Wisdom (EP.352)
- ▶ 23:03 Sarah Samuels Ok, so tell us about Warren Buffett. 14 times in the scene
WTT - NAV Loans: Canary or the Gold Mine?
- ▶ 10:38 Ted Seides It's a bit like Warren Buffett's centralized capital allocation at Berkshire Hathaway.
- ▶ 11:12 Ted Seides Lightly leveraged loans may not have much risk, but as Buffett says, what the wise man does in the beginning, the fool does in the end.
Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
- ▶ 30:52 Finny Kuruvilla The third type of alpha he talks about is a behavioral alpha, where the most famous line here is from Buffett's, be fearful when everyone's greedy, be greedy when everyone is fearful, where you can do better than most people if you…
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 2:19 Ted Seides I would have told you not to make any bets on active management, especially against Warren Buffett.
Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
- ▶ 6:02 Ted Seides If you told me going into this year that the big seven tech names would be up a hundred percent in the first half, I would have told you not to make any bets on active management, especially against Warren Buffett.
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 24:01 Seth Klarman There's description among other things of the super investors article that Warren Buffett wrote in 5 times in the scene
- ▶ 45:28 Seth Klarman In the way Warren Buffett would describe it.
- ▶ 53:54 Seth Klarman Looking, being early and being wrong look exactly the same, and you can start to get confused, and your people can start to get confused, and your clients can start to get confused, and so I don't know anybody other than maybe Warren…
- ▶ 56:10 Seth Klarman And we know Warren Buffett wrote in the 73, 74 timeframe on fortune.
- ▶ 1:14:52 Seth Klarman I think Warren and Charlie are great exemplars that you can still be doing this into your nineties, but I don't think I should be running bow post more than another 15 or so years.
- ▶ 1:19:02 Seth Klarman The David Abrams section on the lessons of investing in both public and private assets, and how they hand in hand can make you better at each, which is what Warren Buffett says, that I'm a better businessman because I'm an investor, and… 2 times in the scene
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- ▶ 36:29 James Aitken So Japanese equities, and to be clear, not just because Mr. 2 times in the scene
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 33:43 Porter Collins And you sit around and I feel like that's what Buffett does. 4 times in the scene
- ▶ 47:51 Porter Collins The true value of where Warren Buffett or a private equity would come in and pay actual physical dollars for some of these
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- ▶ 4:50 Don Mullen Similar to what Warren Buffett says, you know, we can't ignore the benefits we get from being born in an era. 2 times in the scene
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
- ▶ 8:25 Jim Falbe I'd also heard a lot about Warren Buffett. 5 times in the scene
- ▶ 11:22 Jim Falbe Ended up doing pretty good on that test and wanted to go to Columbia, because that's what Warren Buffett did, but ended up not being able to go to Columbia, and the university which was willing to take a chance on me was Notre Dame.
- ▶ 13:44 Jim Falbe Well, I think coming into Vulcan, I was more of a special situations guy, and I really wanted to make the same evolution that Warren Buffett himself had made, which is how do I really find these high quality businesses that can compound…
- ▶ 20:57 Jim Falbe Warren Buffett used to talk about when you go through the Moody's manuals, he'd look at every single business, but some of them he didn't look at that long.
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 3:19 Kiyan Zandiyeh And then I think, yeah, 1314, read the Lowenstein book and Buffett, The Making of an American Capitalist, and that's when you have your cliche aha moment as 2 times in the scene
- ▶ 4:41 Kiyan Zandiyeh And being ingrained in the school of Buffett, I've said, okay, well, let me just be unoriginal and copy exactly what he did in his partnership.
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
- ▶ 45:42 Richard Craib I think in the investment industry, there's a thing Warren Buffett says.
Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 12:16 Tom Steyer The Warren Buffettism applied in different ways, but first rule of investing is don't lose money.
- ▶ 18:11 Tom Steyer I was trying to do arbitrage, distress, deep value, things where I felt like we were obeying Warren Buffett's first rule of investing, don't lose money.
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
- ▶ 38:59 Ted Seides You know, you go through periods like this, and you get the proverbial tide going out, and a Warren Buffett line about who's swimming naked.
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
- ▶ 21:02 Jose Feliciano You think that we are Warren Buffett. 2 times in the scene
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 21:56 Anthony Scaramucci And of course, if we've got it completely wrong, let's say Warren Buffett and Charlie Munger are right. 2 times in the scene
- ▶ 48:19 Anthony Scaramucci The next person to speak was a guy named Warren Buffett. 7 times in the scene
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- ▶ 38:52 Gregg Lemkau Yeah, so BDT, it's a phenomenal firm and a phenomenal business built by a former partner of mine at Goldman Sachs named Byron Trott, and he left, I think, in about 2009, and with the original backing of Warren Buffett and then a number of…
Neal Foard – The Art of Storytelling (Capital Allocators, EP.290)
- ▶ 15:05 Neal Foard On your website, Ted, you have this wonderful quote from Warren Buffett, 3 times in the scene
- ▶ 20:25 Neal Foard The same way that Warren Buffett is able to communicate, market downturns are not all bad.