Warren Buffett

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 26, 2021 by Hilton Gisenau · said 28 times in 12 episodes since 2021 · across every show →

Mentions by year

brought up most by Sean Weisbrot (16), Austin Netsley (3), Angela Druckman (3), Travis Jamison (1), Sherry Shannon-Vanstone (1), Hilton Gisenau (1), Cecil Robles (1), Caruana D (1)

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2025 7 mentions in 3 episodes 2 per episode
2024 5 mentions in 2 episodes 3 per episode
2023 11 mentions in 4 episodes 3 per episode
2022 4 mentions in 2 episodes 2 per episode
2021 1 mention in 1 episode

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Everything said about Warren Buffett, oldest first

Mar 26, 2021
Insight
Gisenau: Platform apps require complex IP moats to survive platform competition
“I think what one needs to do is in considering whether the product makes sense is not just whether it's a, you know, fulfills a business need, but whether it's the kind of product that you can build significant IP into to make sure that your moat's big enough.…”
Hilton Gisenau Mar 26, 2021 ▶ 28:47 Microsoft Launched a Free App That Competes With Ours
Jul 4, 2025 bearish
Opinion
Jamison: AI Venture Bets Resemble Airlines With High Capital and No Moats
“If you take all the profits of all the airlines over time, it's negative for investors. Like shareholders have had a negative return for that because they've just kind of competed themselves away. There's no giant moat to get those monopoly profits. And it's a…”
Travis Jamison Jul 4, 2025 ▶ 4:46 30% IRR From Plumbers and Dry Cleaners? Here Is How
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