Who is on this subjectordered by the date of their first quote here
5 of 5 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 23 Jun 2020 — a date, and nothing else. It is not a claim about who reached a view first.
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David Friedberg
4
thin
8 Oct 2011 – 19 Mar 2026
-3181 d
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Gavin Baker
1
thin
26 Nov 2019 – 26 Nov 2019
-210 d
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Brad Gerstner
3
thin
23 Jun 2020 – 4 Dec 2025
+0 d
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Marc Rowan
1
thin
1 Dec 2020 – 1 Dec 2020
+161 d
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Howard Marks
4
thin
2 May 2022 – 21 Apr 2026
+678 d
The chronologysourced and dated, oldest first
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David Friedberg
Friedberg defines his entrepreneurial motivation as existential: creating lasting impact on the world beyond his lifetime.
“So the only way I am going to be able to do that is through entrepreneurism and that's why I call it existential entrepreneurism.”
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Gavin Baker
Baker says growth investors must assume multiple compression and be paid on business outcomes, not valuation.
“It's critical in growth investing to assume multiple compression. It doesn't always happen, but you want to be paid based on business outcomes and assume valuation is not part of the outcome.”
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Brad Gerstner
Gerstner warns his team that being too early on investments is as dangerous as being too late.
“When we think about the future we're always paying attention you know one thing that I would say is I remind my team it's just as dangerous to be too early as it is to be too late.”
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Brad Gerstner
Gerstner warns his team that being too early on a trend is as dangerous as being too late.
“And I was talking of I was worried about the future of search and the future of vertical search starting in 2010,”
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Marc Rowan
Rowan quotes Rabbi Sacks distinguishing good leaders who create followers from great leaders who create leaders.
“He said, good leaders create followers, great leaders create more leaders. That is what I see looking at all of you.”
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David Friedberg
Friedberg argues sustainability comes from technology enabling more consumption, not convincing consumers to consume less.
“I'm a big believer that sustainability in the twenty first century does not arise from convincing consumers to consume less. I think sustainability arises from building technology based solutions that let consumers consume more”
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Howard Marks
Marks invokes Einstein's quote that not everything that counts can be counted and not everything that can be counted counts.
“Einstein, there's a great quote from Einstein, who said that not everything that counts can be counted, and not everything that can be counted counts.”
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Howard Marks
Marks argues that risk cannot be quantified even after the fact, citing an example of a doubled investment.
“You buy something for 100. A year later, sell it for 200. Was it risky? You can't tell. Even when it's over, you can't tell.”
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Howard Marks
Marks states good investing is not buying good things but buying things well; price determines risk.
“it's not what you buy, it's what you pay that determines whether your investment is risky or not. B, that good investing is not a matter of buying good things, but buying things well.”
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David Friedberg
Friedberg's coaching philosophy is move on from the past to focus on the present to create the future.
“When I work with students, something that I started saying is move on from the past to focus on the present to create the future.”
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Brad Gerstner
Gerstner argues going from zero to something is a bigger move than going from one to five.
“But going from nothing to something. Yes. Going from zero and the prospect of zero your whole life to one, that is a far bigger move than going from one to five.”
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David Friedberg
Friedberg argues humans have incredible undefined potential that most people never realize due to social and economic barriers.
“I don't think humans have, like, very well defined limits. Like, we have incredible potential. Every person has unbelievable potential.”
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Howard Marks
Marks says the only basis for buying is that things are cheap, not timing the bottom.
“And so, the only basis for buying is that things are cheap. You can tell when things are cheap.”
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Where they overlapsame programme, same subject
- Invest Like the Best also carries Brad Gerstner and Gavin Baker on this subject, at different times.