Some of the Outsiders he talks around min 30: Nick Howley (TransDigm) , Mark Leonard (Constellation Software), Mike Pearson (Valeant), Arch Re, Markel Insurance, Fairfax, White Mountains, Allegheny, home Builder MVR. Others they talk about: Jack Welch, Rales Brothers ( Danaher, Colfax), Bill Anders(General Dynamics) , Tom Murphy (a Radio Company), Jeff Bezos?? (Amazon), Buffet (Berkshire Hathaway), Crown Castle International Corp, John Malone (Liberty Media), John Teledyne, Capital Cities, Henry Singleton, 3G?? , Oracle
I'm more fascinated by quality of questions... Reflection of general iq available in this room and in Google in general. Also great talk with caveat of survivorship bias
Jeff Bezos is the best CEO. He has taken Amazon from $500k in sales in 1995 to $280 billion dollars in sales at year ended in 2019. Jeff Bezos will go down in history as the best CEO to ever exist!!! Amazon will hit $1 trillion in sales in the future!!!!
Thanks a ton to Google and this investor group for sharing this with the world... just camera work needs to improve. Can you keep it one both and fixed given they are sitting down and not moving around? Thanks
so, due to the high correlation, your "statistician" friend says there is no doubt and no control group nor examination of survivorship bias is necessary. how can statisticians of all people still think that correlation is equal to causality... beyond me. or worse, liar. it simply would gp against your book. better read daniel kahneman