Joel Greenblatt
7 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement May 18, 2021 by Joel Greenblatt · said 1 times in 1 episodes since 2025 · across every show →
On the record as a speaker too: Joel Greenblatt's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Josh Wolfe (1)
tap a year for its mentions
2025 1 mention in 1 episode
Everything said about Joel Greenblatt, oldest first
May 18, 2021 bearish
Greenblatt: Wide 52-week price swings disprove efficient market hypothesis
“And so they would show every single stock really, the high for the year was a hundred, the low for the year was 42. And every year that happened for every stock. And it didn't make sense to me that the value of the business was right at all those times. And in…”
May 18, 2021 negative
Greenblatt: Incomprehensible Financial Statements Usually Signal Intentional Obfuscation
“And I just figure if I can't figure it out, they don't want me to figure it out. And I got to go to the next one. I mean, I'll spend a lot of time doing it, but if I can't figure it out, then I just assume that's intentional. And I don't view that as a good th…”
May 18, 2021 positive
Greenblatt: Selling at cost and profiting from memberships creates an unbeatable flywheel
“So it's a flywheel where if you sell people products at cost, it's very hard for people who are trying to make a profit to beat you. But if you can make all your money on the memberships, just selling more and more memberships for the ability to buy it costs, …”
May 18, 2021
Greenblatt: Past capital allocation predicts future performance better than executive stories
“And the best rule of thumb that I learned was if this management team was good at allocating capital, before I walked in the door, the assumption that they would continue to be good was a really good assumption. And if they were really bad at it, no matter wha…”
May 18, 2021 neutral
Greenblatt: Position sizes are determined by downside risk, not upside potential
“The biggest positions I've had are not my best ones. The ones that I think will go up five or 10 times. I'm really looking down, not up when I take a big position. So in other words, I will size the position larger if I don't think I can lose much money.”
May 18, 2021
Greenblatt: Skip unpredictable businesses with fierce competition and fast tech change
“What do you do with a business where the competition's really fierce, technology's always changing, you know, you're always coming up with new products, you know, how do you predict what, you know, when you figure out a value of a business, you're trying to fi…”
May 18, 2021
Greenblatt: Interview performance correlates poorly with job performance compared to references
“It's like they say when you interview people, some people are good at being interviewed and some people are not. Has little correlation with how they will perform if you hire them. Really, the best advice I got is talk to the people that they've worked with in…”