value: everyone on the record — The Minutes https://minutesof.com/on/value/ Everyone on the record about value: 3 verbatim quotes from 2 people, January 2019 to September 2025, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:33:19 +0000 David Friedberg: Friedberg estimates Ohalo's potato seed could create $1,500 per acre operating profit improve https://minutesof.com/q/63064cdc-d6ca-45f2-a900-01cfe59ea5a1/ https://minutesof.com/q/63064cdc-d6ca-45f2-a900-01cfe59ea5a1/ “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.” — David Friedberg, The Modern Acre Thu, 11 Sep 2025 16:54:41 +0000 value David Friedberg: Friedberg advocates pricing ag products at one-third of value created, citing the Monsanto mo https://minutesof.com/q/b9b60343-f004-428f-ad12-f04b19914c13/ https://minutesof.com/q/b9b60343-f004-428f-ad12-f04b19914c13/ “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.” — David Friedberg, The Modern Acre Thu, 11 Sep 2025 16:54:41 +0000 value Howard Marks: Marks argues good investing is not buying good things but buying things well. https://minutesof.com/q/0304bdfe-e91a-4009-bc31-5761b6510206/ https://minutesof.com/q/0304bdfe-e91a-4009-bc31-5761b6510206/ “And there's a really important lesson in that, that good investing is not a matter of buying good things, but buying things well.” — Howard Marks, Milken Institute Mon, 14 Jan 2019 19:09:05 +0000 value