Coca-Cola

also referred to as: the coca-cola company

4 statements across 4 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jan 9, 2024 by David Senra · said 50 times in 15 episodes since 2024 · across every show →

Mentions by year

brought up most by David Senra (50)

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2025 26 mentions in 6 episodes 4 per episode
2024 24 mentions in 9 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Coca-Cola, oldest first

Jan 9, 2024
Assertion Partly supported
Berkshire Hathaway's 1994 Net Worth Surpassed Coca-Cola and PepsiCo Combined
“In 1994, Berkshire's 11.9 billion dollar net worth was greater than Coca-Cola and PepsiCo combined.”
David Senra Jan 9, 2024 ▶ 2:14 What I Learned Before I Sold to Warren Buffett
Mar 2, 2024 positive
Assertion Supported
Berkshire's $1.3B Coca-Cola stake grew past $17B, yielding $528M annually
“Berkshire decides to put one point, let's, let's call it 1.3 billion dollars In Coke in 1988 over the last 27 years of that investment alone has grown to over seventeen billion, but that does not include all the dividends that I received in that time period in…”
David Senra Mar 2, 2024 ▶ 23:12 I had dinner with Charlie Munger
Oct 15, 2024 bullish
Assertion Supported
Coca-Cola shares rose 10x after divesting a shrimp farm in the 1980s
“In the mid-nineteen eighties, because at that time Coca-Cola had become a poorly defined conglomerate, including a shrimp farm, winery, and a film studio. As the poor businesses were cut away to reveal the jewel that is syrup manufacturing and marketing operat…”
David Senra Oct 15, 2024 ▶ 4:46 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters
Mar 21, 2025
Assertion Supported
Michael Ovitz returned Coke's $10M check and renegotiated a $31M payment
“He says, they sent me a check for ten million for the ads. I returned the check with a post-it note attached. Hey, let's discuss this. We did, and they wind up talking to the people at Coca-Cola. I was friendly but unrelenting, and they finally sent me a new c…”
David Senra Mar 21, 2025 ▶ 1:20:06 The Rise and Fall (and Rise) of the Most Powerful Man in Hollywood: Michael Ovitz
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