balance sheet

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Nov 12, 2019 by Stephen Schwarzman · across every show →

Everything said about balance sheet, oldest first

Nov 12, 2019
Insight
Schwarzman: Financial firms collapse when wiped-out equity triggers lender runs
“The way financial firms work is that if you have no equity, and people have lent you money to support Your balance sheet, and they realize there's nothing underneath them, then they panic and call their loans, and everyone calls them at the same time, more or …”
Stephen Schwarzman Nov 12, 2019 ▶ 20:37 #69 Stephen Schwarzman: What It Takes
Nov 12, 2024 positive
Insight
Adam Karr: Breakthrough Investment Insights Come From the Last 5% of Research
“Like I like to say the magic's in the last five percent, you know, all of the standard stuff, you know, you've got to do and looking at the balance sheet and understanding the core strategies and the key drivers of P&L, et cetera. But really like getting to th…”
Adam Carr Nov 12, 2024 ▶ 29:15 Adam Karr: The Investing Blueprint
Apr 1, 2025
Disclosure
Flatt: All Brookfield Balance Sheet Debt Is Single-Asset Financing
“All of our financing is asset by asset by asset by asset or business by business by business by business. So any debt that we accumulate onto our consolidated balance sheet is just the accumulation of a whole bunch of single asset financings.”
Bruce Flatt Apr 1, 2025 ▶ 39:07 Bruce Flatt on Value, Discipline, and Durability
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