Adam Carr

President and Portfolio Manager, Orbis Investments · 1 appearance on the record.

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investorexecutivefounderorbis.com ↗

Adam Karr directs client capital in the Orbis Global Equity Strategy and leads the global investment teams at Orbis Investments, which he joined in 2002. He also serves as vice chair of Northwestern University's Board of Trustees and founded the education initiative SEO Scholars San Francisco.

27statements → 2claims → 2claims resolved → 3.81/5average certainty → 1.74/5average debate potential → ≈4.5/5argument clarity, estimated →

1 supported 0 partly supported 1 contradicted how the 2 claims stand · each chip opens the sources

2 assertions · 1 opinion · 15 insights · 9 disclosures · every statement was checked. The predictions and assertions are the 2 claims: statements the public record can support or contradict. 2 are resolved. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Adam argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Karr: Studies show emotional awareness improves investor performance
“There are studies that show that those people that are better at describing what emotions they're feeling end up demonstrating better investment performance.”
Adam Carr Nov 12, 2024 ▶ 21:11 Adam Karr: The Investing Blueprint

Their most notable contradicted claim

Assertion Contradicted
Karr: Average S&P 500 CEO tenure is three to four years
“I think the average S&P tenure is somewhere between three and four years.”
Adam Carr Nov 12, 2024 ▶ 9:35 Adam Karr: The Investing Blueprint

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
0% certainty 3
100% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Adam Carr on measured tape to publish a rate. This says nothing about how they speak.

Everything Adam Carr said on the Knowledge Project that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Karr: Frame questions with specific premises so CEOs cannot deflect
“It can be a really valuable way when you sit down with a CEO is to frame a question in a way that they have to respond. So Like you might sit down and say, we've been hearing that you're having a lot of turnover in your sales department. Why is that? It puts i…”
Adam Carr Nov 12, 2024 ▶ 42:39 Adam Karr: The Investing Blueprint
Disclosure
Karr: Orbis held PG&E in 2018 before unexpected wildfire hit
“We had a position in a company called PG&E, which is a California utility. Shane Parrish: the wildfires. SPEAKER_05: Yeah. Adam Carr: So we went into it after they had had their wildfires thinking that, Legislation had passed, but there was this little loophol…”
Adam Carr Nov 12, 2024 ▶ 1:00:05 Adam Karr: The Investing Blueprint
Assertion Contradicted
Karr: Average S&P 500 CEO tenure is three to four years
“I think the average S&P tenure is somewhere between three and four years.”
Adam Carr Nov 12, 2024 ▶ 9:35 Adam Karr: The Investing Blueprint

Appearances (1)

EpisodeDateSpeaking time
Adam Karr: The Investing Blueprint Nov 12, 2024 47m
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