White Mountains

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 25, 2019 by Matt Botein · said 1 times in 1 episodes since 2024 · across every show →

Mentions by year

brought up most by David Salem (1)

tap a year for its mentions
0011112024episodesmentions
0112024episodes it came up in
000.50.5112024episodesmentions per episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about White Mountains, oldest first

Feb 25, 2019 positive
Disclosure
Gallatin Point provided a $210M convertible preferred backstop for SPAC merger
“We ended up writing a variable-sized convertible preferred with warrant coverage, and so we were willing to put in up, and we brought in partners up to Two hundred and ten million dollars, but the company could reduce that amount to the extent that the SPAC mo…”
Matt Botein Feb 25, 2019 ▶ 47:10 Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
Mar 4, 2019 negative
Assertion Supported
Russo: Olympus Re collapsed after Hurricane Katrina from concentrated regional risk
“I remember after Katrina, where they survived with barely a nick relative to the kind of crushing consequences that even Jack Byrne suffered with White Mountains, and then they had something called Olympusry. And it was blown up. They aggregated too much risk …”
Tom Russo Mar 4, 2019 ▶ 31:28 Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.