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Chas Cocke

Founder and CIO, LB Partners · 1 appearance on the record.

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investorfounderanalyst

Chas Cocke co-founded Investure, an outsourced CIO firm managing university endowments and foundations, before founding LB Partners in 2019 to run concentrated investment strategies. He previously worked as an investment analyst at the University of Virginia Investment Management Company and co-created the IO Digital Infrastructure Index.

28statements → 5claims → 3claims resolved → 67%fully supported → 3.79/5average certainty → 1.82/5average debate potential → ≈4.5/5argument clarity, estimated → 1said about them ↓

2 supported 1 partly supported 0 contradicted 2 not checkable as stated how the 5 claims stand · each chip opens the sources

5 assertions · 2 opinions · 13 insights · 8 disclosures · every statement was checked. The predictions and assertions are the 5 claims: statements the public record can support or contradict. 3 are resolved, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Chas argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Cocke: Valuing MoneyGram's digital unit at 7x revenue would double its stock
“MoneyGram, the whole company trades for less than one times revenue. And if all you did was put seven times revenue on just the digital business, the stock would be a double from here. That would give no value to everything else.”
Chas Cocke Nov 29, 2021 ▶ 40:17 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Chas Cocke on measured tape to publish a rate. This says nothing about how they speak.

Everything Chas Cocke said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure
Cocke: LB Partners fund investors receive equity in the BYTE Index business
“I actually took a piece of the ownership of that index firm and just granted it to my fund investors. So the idea there is if we raise money for our partners who actually own an ETF and license the index from us, I actually just to be clear, don't own the ETF …”
Chas Cocke Nov 29, 2021 ▶ 50:53 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
Insight
Cocke: Good investment ideas become terrible when treated as dogma
“There's a very fine line between a mantra and a dogma, and you risk taking a good idea and turning it into a terrible idea when you get attached to your initial thought.”
Chas Cocke Nov 29, 2021 ▶ 1:05:07 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
Disclosure
Cocke: Anchoring to Amazon as a short was my most expensive mistake
“Missing that and getting anchored to Amazon as a short is the most expensive mistake in my life. And I've still never owned it.”
Chas Cocke Nov 29, 2021 ▶ 1:07:11 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
Assertion Not checkable as stated
Cocke: Concentrated 10-position equity managers were distinctly uncommon in early 2000s
“A concentrated long manager who might only have 10 positions at that time was distinctly uncommon, but that was also the kind of thing that would have fallen within my purview.”
Chas Cocke Nov 29, 2021 ▶ 11:42 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)

The other half of the tape: Chas Cocke's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode on Capital Allocators. every mention, with the transcript →

Who brings them up most Ted Seides 1

Every mention by year

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

Appearances (1)

EpisodeDateSpeaking time
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224) Nov 29, 2021 55m
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