Cheeky Pint / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
12 published records
01 / evaluation
“Not as much as you would think, because most of the business is: I sell you an engine for not much money, but I make a lot of money in aftermarket, which is much more predictable.”
02 / evaluation
“I think the biggest mistakes, if we look back, I mean it's easy to think about the mistakes where you lost money and you think about those a lot. But the biggest mistakes are selling the Costcos too early because the IRR is totally dependent upon what you assume the exit multiple is, and that is difficult to be precise about, what the right exit multiple is for a business.”
03 / evaluation
“I think obviously it's bad to be undervalued as a company because then you're issuing stock to employees at too low of a value and then they don't appreciate it usually.”
04 / belief
“I think if you roll forward like 20 years, there's going to be some companies that didn't exist 10 years ago but are going to become enormously large banks.”
05 / commitment
“I actually have—without an alarm clock—I will wake up almost exactly between 2:55 and 3:00 AM almost every day.”
06 / belief
“I think that I have a pretty good sense but it takes even five years to really get a sense because some people start out where they're analytically really solid and they work incredibly hard, but the actual intuition of stock picking hasn't come to them yet.”
07 / belief
“A lot of them went to Singapore. And that to me, I think that's a shame because with the right government and with the right economic system, China should be the most important economy in the world and it should be a technological leader.”
08 / belief
“I think even if you spoke to—I know when Dario was sitting here… It's like they invest, they keep investing in training but at some point the returns on that training are going to be disappointing and then people will be freaked out a little bit.”
09 / belief
“I think over the very long term there will be more nuclear, but I think that people miss that—the United States has been pretty early in building out these huge clusters.”
10 / belief
“I think the public markets— It's kind of ironic because you're a public markets investor.”
11 / belief
“Our public business went through some big ups and downs and I think our public business we are, and look, there is a limit to how much we can manage on the public side.”
12 / belief
“If Rolls-Royce was trading in the US, I'm fairly confident that after the first few quarters and people meeting the CEO, it was very clear to me that the CEO was excellent. And why is that functionally, do hedge fund managers, or most of them presumably, are in the US and they mostly like to buy American stocks or— I think the American markets are just much more efficient.”