Peter Kaufman
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 5, 2025 by Ryan Petersen · said 25 times in 7 episodes since 2020 · across every show →
Mentions by year
brought up most by Shane Parrish (21), Ryan Petersen (3), Brent Beshore (1)
tap a year for its mentions
2025 22 mentions in 4 episodes 6 per episode
2024 2 mentions in 2 episodes 1 per episode
2020 1 mention in 1 episode
Everything said about Peter Kaufman, oldest first
Aug 5, 2025 positive
Holding excess inventory yields massive pricing power in mission-critical industries
“Everybody went to business school and learned that extras inventory is evil and carries working capital costs, et cetera. But he's in his business, which is airline, airport, airplane parts, aviation, aviation parts having excess inventory means you can provid…”