philosophy: everyone on the record — The Minutes https://minutesof.com/on/philosophy/ Everyone on the record about philosophy: 13 verbatim quotes from 5 people, October 2011 to April 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:33:09 +0000 Howard Marks: Marks says the only basis for buying is that things are cheap, not timing the bottom. https://minutesof.com/q/94298815-8f6f-4db4-96d5-81226d30eb10/ https://minutesof.com/q/94298815-8f6f-4db4-96d5-81226d30eb10/ “And so, the only basis for buying is that things are cheap. You can tell when things are cheap.” — Howard Marks, Wharton School Tue, 21 Apr 2026 16:17:40 +0000 philosophy David Friedberg: Friedberg argues humans have incredible undefined potential that most people never realize du https://minutesof.com/q/6c7df826-a3e6-45e6-8db0-770325c665cf/ https://minutesof.com/q/6c7df826-a3e6-45e6-8db0-770325c665cf/ “I don't think humans have, like, very well defined limits. Like, we have incredible potential. Every person has unbelievable potential.” — David Friedberg, Jill & Jenna Thu, 19 Mar 2026 09:00:12 +0000 philosophy Brad Gerstner: Gerstner argues going from zero to something is a bigger move than going from one to five. https://minutesof.com/q/3d9e183d-1dda-4fdc-a506-b15fb2eafed0/ https://minutesof.com/q/3d9e183d-1dda-4fdc-a506-b15fb2eafed0/ “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.” — Brad Gerstner, Prof G Markets Thu, 04 Dec 2025 14:00:48 +0000 philosophy David Friedberg: Friedberg's coaching philosophy is move on from the past to focus on the present to create th https://minutesof.com/q/25fb435c-f175-4805-8093-53c757a06f5a/ https://minutesof.com/q/25fb435c-f175-4805-8093-53c757a06f5a/ “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.” — David Friedberg, NPTE Final Frontier Fri, 03 Oct 2025 11:51:33 +0000 philosophy Howard Marks: Marks states good investing is not buying good things but buying things well; price determines r https://minutesof.com/q/4a53d38b-1ab0-4b95-85e3-08b3a4fadbe7/ https://minutesof.com/q/4a53d38b-1ab0-4b95-85e3-08b3a4fadbe7/ “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.” — Howard Marks, Wharton School Mon, 02 May 2022 13:42:01 +0000 philosophy Howard Marks: Marks argues that risk cannot be quantified even after the fact, citing an example of a doubled https://minutesof.com/q/55ddea35-f930-4c78-9ffc-656b6f03fd4f/ https://minutesof.com/q/55ddea35-f930-4c78-9ffc-656b6f03fd4f/ “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.” — Howard Marks, Wharton School Mon, 02 May 2022 13:42:01 +0000 philosophy Howard Marks: Marks invokes Einstein's quote that not everything that counts can be counted and not everything https://minutesof.com/q/b4f3e994-0349-4ec8-9634-7cadf1d44ca4/ https://minutesof.com/q/b4f3e994-0349-4ec8-9634-7cadf1d44ca4/ “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.” — Howard Marks, Wharton School Mon, 02 May 2022 13:42:01 +0000 philosophy David Friedberg: Friedberg argues sustainability comes from technology enabling more consumption, not convinci https://minutesof.com/q/9ce02045-94d1-4249-9949-cf903785073e/ https://minutesof.com/q/9ce02045-94d1-4249-9949-cf903785073e/ “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” — David Friedberg, My First Million Thu, 03 Mar 2022 20:57:55 +0000 philosophy Marc Rowan: Rowan quotes Rabbi Sacks distinguishing good leaders who create followers from great leaders who c https://minutesof.com/q/27d61920-3e9b-40d4-9ec3-e9d70be3bc60/ https://minutesof.com/q/27d61920-3e9b-40d4-9ec3-e9d70be3bc60/ “He said, good leaders create followers, great leaders create more leaders. That is what I see looking at all of you.” — Marc Rowan, The LionTree Podcast Tue, 01 Dec 2020 19:23:32 +0000 philosophy Brad Gerstner: Gerstner warns his team that being too early on a trend is as dangerous as being too late. https://minutesof.com/q/8e0c196b-bfc0-4efe-ad27-28128dde9827/ https://minutesof.com/q/8e0c196b-bfc0-4efe-ad27-28128dde9827/ “And I was talking of I was worried about the future of search and the future of vertical search starting in 2010,” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 philosophy Brad Gerstner: Gerstner warns his team that being too early on investments is as dangerous as being too late. https://minutesof.com/q/17e528fc-9a14-4b9c-acd2-5f1673f9daea/ https://minutesof.com/q/17e528fc-9a14-4b9c-acd2-5f1673f9daea/ “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.” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 philosophy Gavin Baker: Baker says growth investors must assume multiple compression and be paid on business outcomes, no https://minutesof.com/q/1d5c3f92-851f-462b-90f8-b51a5cade07f/ https://minutesof.com/q/1d5c3f92-851f-462b-90f8-b51a5cade07f/ “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.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 philosophy David Friedberg: Friedberg defines his entrepreneurial motivation as existential: creating lasting impact on t https://minutesof.com/q/13382c49-4d6d-40e1-b9ff-8002210f8e0d/ https://minutesof.com/q/13382c49-4d6d-40e1-b9ff-8002210f8e0d/ “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.” — David Friedberg, Stanford eCorner Sat, 08 Oct 2011 00:24:09 +0000 philosophy