Who is on this subjectordered by the date of their first quote here
2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 14 Jan 2019 — a date, and nothing else. It is not a claim about who reached a view first.
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Howard Marks
1
thin
14 Jan 2019 – 14 Jan 2019
+0 d
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David Friedberg
2
thin
11 Sep 2025 – 11 Sep 2025
+2432 d
The chronologysourced and dated, oldest first
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Howard Marks
Marks argues good investing is not buying good things but buying things well.
“And there's a really important lesson in that, that good investing is not a matter of buying good things, but buying things well.”
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David Friedberg
Friedberg advocates pricing ag products at one-third of value created, citing the Monsanto model.
“I generally think that ag products should be built and priced on a value creation system. So, you know, this is the Monsanto pricing model.”
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David Friedberg
Friedberg estimates Ohalo's potato seed could create $1,500 per acre operating profit improvement for growers.
“You could probably see that you could save at least 15 or create at least $1,500 an acre of operating profit improvement for that potato grower.”
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