Anthony Scilipoti
11 statements across 2 episodes · 1 bullish · 4 bearish · 1 people on the record · first statement Oct 28, 2025 by Anthony Scilipoti · across every show →
On the record as a speaker too: Anthony Scilipoti's record, appearances and statements → this page counts the times other people say the name.
Everything said about Anthony Scilipoti, oldest first
Oct 28, 2025
Scilipoti: Read financial statement footnotes before looking at the statements themselves
“You have to read the notes to the financial statements first before you actually read the statements. The notes to the financial statements tell you how the company modified the accounting because it made accounting choices. We decided to account for this, the…”
Oct 28, 2025 positive
Scilipoti: Boards must represent broad stakeholders, not just calculated shareholder value
“The role of the board is to embrace the position of and the viewpoint of the shareholder, and or the stakeholder, I, we always, always focus on the shareholder, but stakeholders, stakeholders, employees customers, the communities the company works in, the comp…”
Oct 28, 2025 negative
Scilipoti: Compensation rewarding acquisitions over organic growth is problematic
“If the company's incentives aren't linked to that, so if they're not tied to, you know, cost control, if they're not tied to driving revenues from an organic standpoint, not just from acquisitions if they're not, you know, if they're tied, if they're driven by…”
Oct 28, 2025 neutral
Scilipoti: Investors Must Master Financial Fundamentals Before Relying on AI
“You need to learn it without the calculator, and then you can use the calculator, which is the same with AI. You need to understand how the financial statements are prepared, understand the linkages, developmental models, so that when the AI gives you informat…”
Oct 28, 2025 negative
Scilipoti: Lowering bonus targets when management misses goals undermines governance
“Did a company say, you know, we're going to pay management on X performance metric. If they hit it, they get a hundred percent. If they don't, they get some graduated scale. Well, then management doesn't hit it and they change the metric and management still g…”
Oct 28, 2025
Scilipoti: Investors should adopt a "verify then trust" posture toward management
“Another rule is don't trust management. I'm sure there's many management teams and I run my, you know, we're a operating business private company. And it's not that they, that, you know, you shouldn't trust anything they say, but again, it's a mindset. Everyth…”
Oct 28, 2025 bearish
Oct 28, 2025
Scilipoti: The primary investing rule is avoiding catastrophic, embarrassing losses
“My number one rule is avoid embarrassing loss. You want to avoid the loss of a company potentially blowing up. If the company might, you know, if it looks like it's a little bit expensive and it might potentially go down five percent or something or 10% or 20,…”
Oct 28, 2025 neutral
Scilipoti: AI Cannot Link Historical Patterns Without Directed Human Mental Models
“And I think that's something that the AI can't quite do, unless you tell it where to look, because it doesn't know the link to it that I'm thinking about. But if I can make the initial stage, it can help me get there quicker. And more accurately, but if I don'…”
Dec 23, 2025 neutral
Scilipoti: AI information is useless without prior domain expertise and direction
“The AI makes me get to the answer perhaps more quickly, but it's my, if I don't already know where I want to go, then AI just gives me information. But that information doesn't help my decision if I didn't start with where I want to get to.”
Dec 23, 2025 bearish