S&P 500

part of S&P

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Mar 19, 2024 by Brad Jacobs · said 30 times in 18 episodes since 2018 · across every show →

Mentions by year

brought up most by Shane Parrish (15), Bill Ackman (3), Howard Marks (2), Christopher Davis (2), Brad Jacobs (2), Bill Gurley (2), Adam Robinson (2), Morgan Housel (1)

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004284201820192020202120222023202420252026episodesmentions
024201820192020202120222023202420252026episodes it came up in
001.322.54201820192020202120222023202420252026episodesmentions per episode
2026 8 mentions in 4 episodes 2 per episode
2025 5 mentions in 4 episodes 1 per episode
2024 6 mentions in 4 episodes 2 per episode
2021 2 mentions in 2 episodes 1 per episode
2020 5 mentions in 2 episodes 3 per episode
2019 2 mentions in 1 episode
2018 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about S&P 500, oldest first

Mar 19, 2024 bullish
Disclosure
Jacobs structures executive equity to double-vest only at top-tier shareholder returns
“So that if our shareholder returns are less than 55% or so, I don't want it to vest. If it's 65%, it vests some. If it's 75%, it vests more. If it, if it's 85%, 90%, 95%, I want it to, I want them to make, I want it to double vest.”
Brad Jacobs Mar 19, 2024 ▶ 1:26:37 Brad Jacobs: How To Build a Billion Dollar Company
Apr 22, 2025 positive
Assertion Supported
Teledyne Delivered 20.4% Annual Returns From 1963 to 1990
“From 1963 to 1990, Teledyne, the company that Henry Singleton helped build from scratch, delivered annual returns of 20.4%, while the S&P 500 managed a mere eight percent. If you'd invested 10,000 dollars in Teledyne in 1963, by 1990, you'd have over 1.8 Milli…”
Shane Parrish Apr 22, 2025 ▶ 3:55 Henry Singleton: The Greatest Capital Allocator in History [Outliers]
Oct 28, 2025 neutral
Assertion Partly supported
Scilipoti: S&P 493 Shows Zero Earnings Growth Versus Magnificent Seven
“And so if you look at the earnings expectations of the sloppy four 93 for this year is virtually no growth. But if you look at the growth of the mag seven, it continues to go higher.”
Anthony Scilipoti Oct 28, 2025 ▶ 1:12:59 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
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