Warren Buffett, every mention
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every year anyone David Senra 1017
Verbatim, from the transcripts: the passages where Warren Buffett comes up
How Henry Singleton Worked
- ▶ 1:47 David Senra As Warren Buffett observed, very few CEOs come prepared for this critical task of capital allocation. 3 times in the scene
- ▶ 4:28 David Senra Here's a quote from Warren Buffett and Buffett said, Henry Singleton,
- ▶ 13:51 David Senra As Charlie Munger said of Singleton's investment approach, like Warren and me, he was comfortable with concentration and bought only a few things that he understood well.
- ▶ 15:35 David Senra I want to go back to this section in The Outsiders, where it actually compares, uh, Warren Buffett and Henry Singleton. 9 times in the scene
- ▶ 18:23 David Senra Singleton wanted to apply semiconductors and digital technology to many fields of commerce, and so one thing that I loved about him is the fact that he is a student of business history, just like Buffett, just like Munger, just like you…
- ▶ 34:43 David Senra And you're going to see here when Henry talks about this, he sounds a lot like Buffett does in his shareholder letters.
- ▶ 43:48 David Senra And then what I did after finishing both books is I organized another section where it's actually Munger and Buffett on Singleton, and there's just some interesting ideas in here.
- ▶ 43:56 David Senra So it says, uh, sharing Buffett's admiration for Henry Singleton, Charlie wondered, I think this is at one of the Berkshire meetings, given the man's talent and record, have we learned enough from him? 6 times in the scene
How to Make Ads That Sell: Scientific Advertising by Claude Hopkins
- ▶ 35:35 David Senra This is just a random thing that I think, uh, has to do with like the circle of competence that Buffett talks about a lot. 7 times in the scene
How Claude Shannon Invented The Future
- ▶ 37:14 David Senra If you go back to what Munger says about the importance of having an inner clock, Buffett calls it an inner scorecard.
- ▶ 43:37 David Senra Now, there's a couple crazy stories, and again, this is one of my favorite parts of reading his biographies, is like, you know, the higher you go, the world gets smaller and smaller, and so, you know, he's working, he's talking to John Van… 4 times in the scene
How Obsession Built Christopher Nolan
- ▶ 7:05 David Senra I found him because I was reading through all of, uh, Warren Buffett's shareholders, and he kept calling this guy David Ogilvie a genius. 2 times in the scene
The Merchant Bankers
- ▶ 12:49 David Senra Go back to, remember that, that, um, that hearing, I think it was in front of Congress, uh, where Buffett was testifying on behalf of Salomon Brothers when they had that huge scandal that's covered in, like, every life story of Buffett. 5 times in the scene
- ▶ 18:00 David Senra So he said that him and Warren bought, like, this pipeline or something. 4 times in the scene
- ▶ 21:24 David Senra Buffett and Munger said, we are individual opportunity driven.
The Simple Genius of Jony Ive
- ▶ 19:59 David Senra Warren Buffett from a young age, obsessed.
Excellent Advice For Living: 79 Maxims from a Wise Old Man
- ▶ 3:14 David Senra The next bit of wisdom makes me think of Buffett and Munger. 5 times in the scene
- ▶ 17:15 David Senra So I told you I was reading this book on Warren Buffett and he was like to keep his, his calendar very clear. 2 times in the scene
How Rick Rubin Works
- ▶ 9:31 David Senra He's going to say something here that I found almost the identical thought when I read all of Warren Buffett's shareholder letters. 7 times in the scene
- ▶ 23:22 David Senra He talks about the role he played with Warren Buffett. 2 times in the scene
Red Bull's Billionaire Maniac Founder
- ▶ 49:14 David Senra If you really think about it, I think, I think it was Warren Buffett said, it was either Warren Buffett or 2 times in the scene
How Jensen Works
- ▶ 6:20 David Senra Warren Buffett would repeat this over and over again in his shareholder letters.
- ▶ 35:33 David Senra I discovered Henry Singleton because Charlie Munger said that Henry Singleton was the smartest person he ever met, and Warren Buffett said that it's a crime that business schools don't study Singleton.
How Bill Gates Works
- ▶ 5:47 David Senra Warren Buffett said that a good manager of a business should be a demon on costs.
Steve Jobs In His Own Words (Make Something Wonderful)
- ▶ 1:33:54 David Senra And this is what I love about Charlie Munger and Warren Buffett. 2 times in the scene
Jiro Ono: Simplicity Is The Ultimate Advantage
- ▶ 35:25 David Senra And to take a line from Warren Buffett and Charlie Murray, it's the most inner scorecard
The Outsiders Who Changed F1 Forever
- ▶ 22:09 David Senra So I got to this section and made me think of one of my favorite things that Buffett ever said, Warren Buffett ever said.
This Orphan Built a $116 Billion Empire Without You Noticing
- ▶ 52:57 David Senra And there's something that Warren Buffett said that I think was simple and profound. 3 times in the scene
Michele Ferrero's $40 Billion Privately Owned Chocolate Empire
- ▶ 43:27 David Senra It's like the, it's what Warren Buffett and Charlie Munger said.
- ▶ 52:13 David Senra You know how, um, Buffett says that the difference between successful people and really successful people is really successful.
How Tamara Mellon Built Jimmy Choo
- ▶ 49:33 David Senra I was thinking about what Warren Buffett says about this, because when you're reading about the, the, the direction that some of the, her partners want to take the company in some of the ideas they have for product, which essentially just… 5 times in the scene
Ken Griffin: Founder of Citadel and Citadel Securities
- ▶ 3:26 David Senra He has dinner with Warren Buffett when Warren Buffett's 38 years old, uh, Ed Dorp, I think is 35 at the time. 2 times in the scene
- ▶ 27:14 David Senra Really, I'm going to read this Warren Buffett quote that came to mind first, because this is exactly what he's talking about. 3 times in the scene
- ▶ 34:52 David Senra So a few episodes ago, I think it's episode three, 80 on Buffett and Munger. 3 times in the scene
- ▶ 42:21 David Senra Buffett says that it's a crime that more business schools don't study him, that he put up one of the greatest records in American business history.
The Rise and Fall (and Rise) of the Most Powerful Man in Hollywood: Michael Ovitz
- ▶ 13:05 David Senra Uh, in fact, uh, one of the things that, that we talked about at dinner was that he, you know, he, he said it, he's like, I obviously read about the Carnegies and the Rockefellers and the Buffetts, but what he loved, and I've heard this…
- ▶ 1:01:51 David Senra Obviously, Munger and Buffett are like this, and you just understand that, like, what you're seeing is not what they're seeing.
Dinner With Michael Ovitz
- ▶ 23:39 David Senra This is what Charlie Munger and Warren Buffett warned about over and over again.
400 Pages of Warren Buffett and Charlie Munger In Their Own Words
- ▶ 0:00 David Senra So the book that I want to talk to you about today is Buffett and Munger Unscripted, Three Decades of Investment and Business Insights from the Berkshire Hathaway Annual Shareholder Meetings.
- ▶ 1:25 David Senra Warren says he was lucky to find Geico, but not every twenty-one-year-old was going to go down to Washington, D.C., start knocking on the doors of empty buildings to try to find something out that he was curious about. 6 times in the scene
- ▶ 4:03 David Senra Of Munger and Buffett in their own words. 6 times in the scene
- ▶ 6:42 David Senra I feel like a horse's ass for not identifying Google better at Warren ads. 2 times in the scene
- ▶ 8:32 David Senra This is a great line, uh, from Warren Buffett, but it could definitely be something that Charlie Munger says over and over again. 3 times in the scene
- ▶ 11:24 David Senra So Buffett says you can't expect anybody else to do this for you. 3 times in the scene
- ▶ 14:04 David Senra And Warren's talking about some of the due diligence and really like he went out, he wasn't just sitting in his office in Omaha, especially in his early career. 8 times in the scene
- ▶ 18:34 David Senra And so Warren Buffett is talking about, you know, there's, there's a different, a bunch of different ways to run your business. 4 times in the scene
- ▶ 22:34 David Senra I think it's a Buffett and Munger, Uncommon Common Sense, something like that. 4 times in the scene
- ▶ 27:10 David Senra Two things that, that, that Buffett and Munger both repeat is these mistakes that, that tend to be hidden, hidden, which is not buying when you know you have a great opportunity and then selling too early.
- ▶ 29:18 David Senra Buffett says when we bought the Scott and Feltzer company in 1986, it had been shopped by first Boston to more than 30 partners. 10 times in the scene
- ▶ 33:54 David Senra So Buffett says before I ran this, I had a partnership. 4 times in the scene
- ▶ 38:51 David Senra Really Buffett has his own version of this, right? 5 times in the scene
- ▶ 42:27 David Senra The fact that him and Buffett, everybody obviously knows they were super rich, but they were also really beloved. 5 times in the scene
- ▶ 45:03 David Senra Buffett continues. 8 times in the scene
- ▶ 50:31 David Senra There's a great line where, um, I think it's Buffett that says, if you have doubts about something being in your circle of competence, it isn't.
- ▶ 53:23 David Senra Buffett says, 15 years ago, print encyclopedias were the best tool for educating, not only young children, but for educating me or Charlie when we wanted to look something up on a subject. 3 times in the scene
- ▶ 57:24 David Senra One thing that Buffett and Munger taught me is that learning is not memorizing information. 10 times in the scene
- ▶ 1:06:17 David Senra And Buffett makes the point here.
- ▶ 1:07:37 David Senra I forgot, I forgot what it was on the podcast, but he was making something like seventy million dollars a year, and when you read about how he did that, it's because he had all these license agreements that were using, like, the Buffett… 4 times in the scene
- ▶ 1:14:37 David Senra And then, interesting enough, this book ends with a bunch of book recommendations from Charlie and Warren over the years, so I just want to read a few to you. 6 times in the scene
The Life Story of Jerry Jones: Owner of The Dallas Cowboys
- ▶ 48:04 David Senra Warren Buffett, from a young age, obsessed.
How Jensen Thinks
- ▶ 20:28 David Senra Buffett shareholder letters, and you go and watch his, the way he answers questions at the AGM. 4 times in the scene
- ▶ 30:05 David Senra People like Sol Price, Henry Singleton, Warren Buffett, Bill Walsh, Steve Jobs.
- ▶ 1:06:38 David Senra Buffett says that it is a crime that business schools don't study Singleton. 2 times in the scene
- ▶ 1:15:39 David Senra All over with Warren Buffett.
- ▶ 1:38:33 David Senra All the examples from sole price, from Henry Singleton, from Warren Buffett, from Bill Walsh, from Steve jobs, that came from Sage.
The Richest Woman In America: Hetty Green
- ▶ 1:36 David Senra Warren Buffett, who has a lot in common with Hetty Green said that a good manager must be a demon on costs.
- ▶ 18:58 David Senra Much later, Warren Buffett would do the same.
- ▶ 49:07 David Senra In fact, I think I discovered, originally discovered Hedy Green because Warren Buffett and Charlie Munger had studied her. 2 times in the scene
Rare Jeff Bezos Interview
- ▶ 31:06 David Senra It reminds me of, you know, Charlie Munger and Warren Buffett saying that they both had this inner scorecard, this inner clock.
Breakfast with Brad Jacobs + How To Make A Few Billion Dollars
- ▶ 31:04 David Senra So there is a video of Warren Buffett you can see on YouTube. 10 times in the scene
James J. Hill: The Empire Builder
- ▶ 21:16 David Senra Warren Buffett has this great quote where he says, writing a check separates conviction from conversation.
Rockefeller's Autobiography
- ▶ 8:18 David Senra The way I would think about this is Warren Buffett has this great quote where he says, writing a check separates conviction from conversation.
- ▶ 18:23 David Senra That sounds like Warren Buffett. 3 times in the scene
Inside the Contrarian Mind of Sam Zell
- ▶ 21:09 David Senra He's like, uh, you know, I met Buffett when I was, when he was 28.
Mr Beast's Leaked Memo
- ▶ 2:33 David Senra He arrives at a conclusion and realize, wait, I'm buff to figure this out 50 years ago. 2 times in the scene
- ▶ 5:36 David Senra It reminds me of what Buffett said about Munger, that he says, Charlie's got the best 32nd mind in the world. 2 times in the scene
- ▶ 41:47 David Senra The last line of the memo made me think of this line from Les Schwab, who's one of Charlie Munger and Warren Buffett's favorite founders.
Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters
- ▶ 0:00 David Senra Dear Mr. 6 times in the scene
- ▶ 4:46 David Senra And so Nick talks about the fact that Munger and Buffett saw this in Coca-Cola in the, in the mid-nineteen eighties, because at that time, uh, Coca-Cola had become a poorly defined conglomerate, including a shrimp farm, winery, and a film…
- ▶ 15:17 David Senra As far as we are aware, only the early Buffett partnership portfolios had anyone near this level of concentration, and then mainly in companies in which Buffett was a controlling shareholder. 3 times in the scene
- ▶ 19:17 David Senra In fact, I like the way Buffett put this in his shareholder letters better. 2 times in the scene
- ▶ 45:06 David Senra Who wrote margin of safety was once challenged on whether Buffett's track record was statistically significant since he traded so little to which Clareman answered that each day Buffett chose not to do anything was a decision taken too. 2 times in the scene
Nick & Zak’s Excellent Adventure: How Nick Sleep & Qais Zakaria Built Their Partnership
- ▶ 7:54 David Senra From Nick's leap to Warren Buffett and then the response by Buffett. 3 times in the scene
- ▶ 9:54 David Senra Warren Buffett and Charlie Munger spoke about companies they expected to own for decades. 6 times in the scene
- ▶ 12:03 David Senra It's going to sound a lot like Buffett and Munger too.
- ▶ 22:18 David Senra Their story is going to reflect just like Buffett and just like Lou Lou. 2 times in the scene
- ▶ 30:06 David Senra This time, they're like, hey, let's take a look at what Buffett's investing in. 2 times in the scene
- ▶ 34:46 David Senra Let me give you a story from a founder first, and I think Warren Buffett's an example of this, and Leeloo is as well. 2 times in the scene
- ▶ 39:45 David Senra After they closed the partnership, Nick wrote a letter to Buffett thanking him for his role in Nomad's success. 4 times in the scene
Li Lu and Charlie Munger and Warren Buffett
- ▶ 1:32 David Senra The structure was changed into that of the early investment partnerships of Buffett and Munger. 8 times in the scene
- ▶ 8:23 David Senra But if you think about it, if Munger and Buffett weren't so unique, how could they have built Berkshire's performance over 50 years into one that is unprecedented in the history of investing, and one that has yet to be replicated?
- ▶ 10:13 David Senra The fact that he attends a lecture from Buffett that changes his life, becomes partners with Charlie Munger, founds a wildly successful investment company that produces billions and billions of dollars in returns.
- ▶ 12:38 David Senra And his whole point was that the fact that he attended a lecture by Warren Buffett when he was a student at Columbia, when Lila was a student, changed his entire life. 15 times in the scene
- ▶ 24:39 David Senra He hears Buffett speak and then he realized, wait, there's a book that does this in-depth analysis on all the stocks. 6 times in the scene
- ▶ 37:23 David Senra The only thing I can add to this is that there's a lot of money in it as has been repeatedly proved by people from Ben Graham to buffet and everybody else.
- ▶ 38:57 David Senra If you want to do the Buffett and Munger type, which is more of the kind that I want to do, he's describing, this is Lee. 5 times in the scene
- ▶ 43:16 David Senra He is the Chinese Warren Buffet. 6 times in the scene
- ▶ 51:59 David Senra At Berkshire Hathaway, Warren and I raised the prices of seized candy, and of course, we invested in Coca-Cola, which had untapped pricing power.
- ▶ 53:03 David Senra Okay, so the second talk is a lecture at Columbia again, but this one happens four years later, and I'm not going to repeat the ones we just went over, but he does tell slightly different stories in this where, uh, after discovering, uh,… 5 times in the scene
- ▶ 1:03:19 David Senra And usually that requires experimenting with things and realizing what you don't like first, which was obviously true in Lee Lou's and Charlie Munger and Warren Buffett's case. 3 times in the scene
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