XOutlier
Download .zipAdd to Chrome

The Transcript

@TheTranscript_104k followers

We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |

Open on X
Top outlier
162×
Best organic post
Peak views
2.3M
Single post
Bookmarks
36k
Across 95 organic posts
Last scan
Oct 17
Community cache
Posts 95 posts
#DatePost↓ OutlierViewsLikesRepostsBookmarks
1May 3, '25Buffett while holding up his Coca-Cola can: "For 94 years, I’ve been able to drink what I want, do what I want & I’ve defied all the predictions of what should’ve happened to m162×2.3M11k9902.3k
2Sep 14, '24$ORCL CTO Larry Ellison: "I went to dinner with @elonmusk, Jensen Huang..& I would describe the dinner as Oracle & me & Elon begging Jensen for GPUs. Please take our mo91.8×1.3M3.2k5301.6k
3Mar 11, '24$NVDA CEO's advice to students: "resilience matters in success...I don't know how to teach it to you except for, 'I hope suffering happens to you'..greatness comes from character &73.5×1.1M4.9k1.3k2.9k
4Sep 20, '25Who makes the data center $BAC70×1M3.4k4863.6k
5Apr 6, '25$JPM CEO Jamie Dimon Last month: "America First is fine. America alone—if we end up alone because, you know, we're tearing the world asunder—we will have made a mistake"66.4×966k2.6k269233
6May 3, '25The end of an era at Berkshire Hathaway: "At year-end, Greg would be the CEO of Berkshire. I would still hang around and could conceivably be useful in a few cases. But the final w63.8×927k5.2k714839
7May 3, '25Buffett on reading financials: "That’s something we’ve never really talked about publicly, but I actually spend more time looking at balance sheets than income statements. Wall Str52.9×770k4.6k5121.9k
8Feb 8, '23$MSFT CEO is declaring war: "From now on, the [gross margin] of search is going to drop forever...There is such margin in search, which for us is incremental. For Google it’s not, 48×698k1.8k172162
9Jun 1, '24$NVDA CEO on why he does not fire people: "I rather improve you than give up on you...I don't like giving up on people because I think they could improve. And it's tongue in cheek 47.6×691k3.5k4591.2k
10Mar 11, '25$JPM CEO Jamie Dimon commenting on the viral leaked audio clip on his comments on remote work: " So I tell you, [remote work] doesn't work in our business....it's impossible to do 42.8×622k2.2k2071.1k
11May 3, '25Buffett: "Life today is better in almost every way. You’ve got to figure that you started at a pretty lucky spot just by being born when you were. Imagine staying in some cosmic wa42.2×614k5.8k8761.3k
12May 30, '23$COST CFO: "Historically,...we've always seen, when there's a recession, whether it was '99 or '00 or '09 -- '08, '09, '10, we would see -- some sales penetration shift from beef t36.7×533k903229144
13Feb 9, '23$MSFT CEO in an interview with @reckless talking about Google's likely response to the new Bing: "...they will definitely want to come out & show that they can dance. And I wan35.1×510k4918871
14May 4, '24Buffett on his general advice: "If you get lucky, like Charlie and I, you'll find things that interest you young. But if you don't find them right away, you keep looking. And I alw32.8×477k1.1k168503
15Jan 29, '23Former Ford CEO Mark Fields: "...to me the most impressive thing is, if you think about the trajectory, their first full-year profitability was back in 2020 & they made $720M. 32.4×471k81310340
16May 3, '25Buffett: "Who you associate with is enormously important. And don’t expect to make every decision right on that. But your life is going to progress in the general direction of the 31.1×452k5.6k7551.3k
17May 3, '25Buffett with some career advice: "Don’t worry too much about starting salaries. Be very careful about who you work for, because you’ll take on the habits of those around you. Some 28.4×413k6.7k6081.3k
18Mar 12, '25$JPM CEO Jamie Dimon on how he keeps productivity high in meetings: " I'm never harried, I'm never late, I've always done my pre-reads. In my meetings, I do not have my phone, I do26.7×388k2.4k1881.1k
19May 3, '25Buffett after the long standing ovation he received after announcing his exit as CEO: " The enthusiasm shown by that response can be interpreted in two ways, but I'll take it"24.5×356k1.8k180227
20Apr 2, '25Buffett during market downturns:24×349k2.7k202236
21Jan 20, '25Druckenmiller: "I've been doing this for 49 years, and we're probably going from the most anti-business administration to the opposite. We do a lot of talking to CEOs and companies22.6×329k2.9k359515
22Mar 30, '25$JPM CEO Jamie Dimon last week: "We've gone from—I'm going back like 20 years now—8,000 public companies to 4,000. We are driving companies out of the public markets because of lit22.1×321k1.2k109168
23Aug 15, '24Walmart CEO on using AI: "We've used multiple LLMs to accurately create or improve over 850,000,000 pieces of data in the catalog. Without the use of generative AI, this work would20.3×295k657104264
24Mar 7, '25$BAC with a chart on who makes the humanoid robot:19.4×282k764178731
25Jun 6, '23Ford CEO: "In the first quarter of this year, no one noticed, but we noticed that something monumental happened in our industry where China became the number one exporter of vehicl18.5×268k48714539
26Feb 15, '23Charlie Munger: "I hate to advertise my own product but this [See's Candies peanut brittle] is the key to longevity...I've done almost no exercise on purpose in my life...For the f17.8×258k6626657
27Feb 6, '25$AMZN CEO: "Chips are the key ingredient in the compute that drives training and inference. Most AI compute has been driven by Nvidia chips, and we obviously have a deep partnershi17.7×258k1k123108
28Jun 10, '24Roger Federer: "In tennis, perfection is impossible... In the 1,526 singles matches I played in my career, I won almost 80% of those matches... Now, I have a question for all of yo17.5×254k938153399
29Jan 12, '25A very busy January in Earnings:17×248k1.2k275494
30Aug 24, '24$AMZN CEO @ajassy on impact of its GenAI assistant "average time to upgrade an application to Java 17 plummeted from ~50 developer-days to just a few hours. We estimate this has sa16×233k794136330
31Mar 19, '23Good chart this one:15.3×222k74122375
32Feb 10, '25Patrick Mahomes was reportedly "distracted" during the Super Bowl, allegedly frustrated and confused over why big tech keeps burning billions on AI capex without a clear game plan,14.9×217k2.5k10995
33Mar 8, '25Question to $JPM CEO Jamie Dimon: " If you had to pick one big risk that keeps you up at night right now, what is it?" His response: "It's geopolitics. I think we're at a crossroad14.2×206k72698298
34May 4, '24Buffett closes the Berkshire 2024 meeting with this: "Thank you very, very much for coming. And I not only hope that you come next year, but I hope I come next year....& again,14.1×205k1.1k125111
35Jul 2, '25Zuckerberg approaching OpenAI employees: $META11.9×173k3.5k412554
36Oct 23, '25$IBKR CEO: "Our margin balances are at their all-time high. Should there be a sudden dislocation in the market, I would expect that risk taking to decrease. What we like and what w11.6×169k66183139
37Jan 7, '25$NVDA CEO laid out the future as being Physical AI: "Physical AI will revolutionize the $50T manufacturing and logistics industries. Everything that moves — from cars and trucks to10.9×158k556109144
38May 19, '25$JPM CEO Jamie Dimon: "Forward P/E ratios are around 20 or 21 today. And you know, tariffs do affect the E...Earnings forecasts will come down. We started the year expecting earnin10.7×156k721124216
39Oct 2, '25BYD sold 396,270 vehicles in Sept 2025, down 5.5% YoY, its first monthly sales decline in 19 months:10.4×151k4686467
40Jun 10, '22Stanley Druckenmiller this week: 1. On the bear market "My best guess is that we’re 6 months into a bear market. For those tactically trading, it’s possible the first leg of that h9.9×03.5k728907
41May 6, '23Warren Buffett introducing Charlie Munger: "When I woke up this morning, I realized that we had a competitive broadcast going out somewhere in the UK and they were celebrating a ‘K9.7×140k1.1k10229
42Nov 10, '24Druckenmiller: Invest then investigate9.6×140k60083345
43Nov 9, '24Druckenmiller on his advice to young people getting into finance: "if they're going in it for the money, they should go elsewhere. There's too many people in the business like me t9.5×138k910110310
44May 3, '25Buffett: "It’s obvious that the country needs major reinvestment and rethinking — especially in critical infrastructure. America has outgrown parts of its current model....But it’s9.1×132k1.4k164213
45Feb 6, '25$AMZN CEO: "...sometimes people assume that if you're able to decrease the cost of any type of technology component—in this case, we're really talking about inference—it will someh9.0×131k47292130
46Feb 2, '25Moving on swiftly:9.0×130k1.2k15263
47May 3, '25Buffett recognizing $AAPL CEO @tim_cook at the Berkshire AGM: "I'm somewhat embarrassed to say that Tim Cook has made Berkshire a lot more money than I've ever made Berkshire Hatha8.9×129k8257372
48Apr 23, '25Ken Griffin: "America rose beyond just being a country. It was like an aspiration for most of the world, and we're eroding that brand right now."8.5×124k1k114261
49Jan 28, '25$META Chief AI Scientist Yann LeCun: "To people who see the performance of DeepSeek and think: 'China is surpassing the US in AI.' You are reading this wrong. The correct reading i8.2×119k632110102
50Jun 2, '25$UBER CEO on the Verge Podcast: "Right now, what we’re seeing in Austin is that the average Waymo is 99% more productive in terms of trips per day than the average driver. So we ca8.1×117k70055109
51May 4, '24Warren Buffett accidentally calls Greg Abel the name "Charlie": ❤️ "I had actually checked myself a couple of times already. I'll slip. I'll slip again" $BRK7.8×113k69110275
52May 8, '25Alphabet CEO: "Waymo is now safely serving over a quarter of a million paid passenger trips each week. That's up 5x from a year ago" $GOOG $GOOGL7.3×107k6416340
53May 3, '25Buffett: "We will make our best deals when people are the most pessimistic. That’s been true ever since I was born in 1930. "7.3×106k1.1k125131
54Oct 12, '24$FAST has calculated ROIC for you.7.2×104k50836456
55Jan 7, '23Delta Airlines CEO on the plans to offer free Wi-Fi starting Feb. 1st: "It’s free. There’s no fine print. We have invested over $1 billion to create this.” $DAL7.0×102k430279
56May 30, '25Dimon: "I just got back from China last week. They're not scared, folks. This notion that they're going to come bow to America: I wouldn't count on that, you know. And when they ha7.0×101k58990105
57May 3, '25End of an era:6.4×93k1.5k9465
58Mar 8, '25$JPM CEO: "I'm not in favor of treating allies badly. But a little shock therapy is not bad. I mean, Europe's got to do a better job defending itself, and they have to do a better 6.4×93k52192147
59Sep 18, '24$JPM CEO Jamie Dimon's advice to students: "For most of you guys, turn off TikTok, Facebook. A total stupid waste of time....My advice to students: learn, learn, learn, learn, lear6.4×92k62597194
60May 3, '25Buffett: "Incidentally, if Berkshire Hathaway had paid just 1% in investment management fees last year, it would have cost $8B— for something we didn’t really need help with. Inves6.3×92k83476166
61May 3, '25Buffett: "You get resentment when a nation that just won the game tries to tell everyone else how to play. A few hundred years ago, it was other countries running the world. Now it6.0×87k5457469
62May 3, '25The two questions Buffett asked CEOs: "Ask them this: 'If you were stuck on a desert island for 10 years and could only own the stock of one of your competitors, which one would it6.0×87k57462331
63May 3, '25Buffett: "If you live in the United States, you’ve already won the game to a great degree. There are 8 billion people in the world, and only 330 million live in the U.S. So make th5.6×81k1.4k131172
64May 3, '25Buffett on what he learned from being in school: "Look around, find what fascinates you, and don’t try to be somebody else. Follow your own curiosity. You’ll find teachers — at sch5.4×79k967122318
65Dec 6, '24$AMZN Founder @JeffBezos: "I gave up on being well-understood a long time ago. I realized it was it would take so much energy and you'd probably still fail. So to be understood is 5.1×74k56660306
66May 3, '25Buffett on emotions and investing: "The more sophisticated the system gets, the more unpredictable the shocks. That’s part of the stock market. That’s also what makes it a good pla5.0×72k774107276
67May 3, '25Buffett only listens to only one earnings call: $AAPL "I listened to them on Thursday afternoon. It's the only investment quarterly call that I listen to. But I listened to Tim Coo4.9×72k6004353
68Apr 19, '25$LVMH CEO: "Europe is not run by a political power but by a bureaucratic power that spends its time issuing regulations that are unfortunately imposed on all member states and that4.9×71k5827552
69May 4, '25Buffett: "I like to look at the balance sheets over an 8 or 10-year period before I even look at the income statement. Because there are certain things that are harder to hide or p4.9×71k55575221
70May 3, '25Buffett: "Nobody knows what the market is going to do tomorrow, next week, next month. And nobody knows what business is going to do tomorrow, next week, or next month. But they sp4.8×70k1.2k153200
71May 31, '25$JPM CEO Jamie Dimon: "The bottom 20% of our population—wages didn’t go up for 20 years. They’re dying seven years younger. When the administration is giving all this money to EVs 4.7×69k52179109
72Jan 20, '25Druckenmiller: "The economy looks very, very strong—at least for the next six months, which is about as far out as one can see with any degree of confidence"4.7×68k6667787
73Nov 9, '24Druckenmilller: "I compete against what I would call the opportunity set. If there was a great opportunity set that year and I missed it, I'm disappointed in myself. If I'm up 20 a4.6×66k47246163
74May 3, '25Buffett on Charlie Munger: "Charlie did more real estate. Charlie enjoyed real estate transactions, and he actually did a fair number of them in the last five years of his life. He4.2×62k72044126
76May 3, '25Buffett: "The main thing is: trade should not be a weapon. In the United States, we've won. I mean, we have become an incredibly important country starting from nothing 250 years a4.1×60k4486163
77May 3, '25Buffett on recent market volatility: "What’s happened in the last 30, 45, 100 days...it’s really nothing. There have been 3 times since we acquired Berkshire when the stock went do4.0×58k4463584
78Dec 10, '22LinkedIn CEO @ryros: "Pre-pandemic, ~1% of all jobs posted on LinkedIn were remote. As of today, that number is ~14%...but that's not the fascinating part. What's fascinating is no3.7×01.4k334182
79May 3, '25Buffett on patience: "So patience — it’s a combination of patience and willingness to do something that afternoon if it comes to you. You don’t want to be patient about acting on d3.6×52k60974196
80May 3, '25Buffett: "You don’t want to do stupid things just because others around you are making more money — borrowing excessively or speculating in junk. That’ll bite you at some point. Fo3.5×50k992136144
81Jul 9, '25Looks like Google isn't dead yet: $GOOG $GOOGL $MSFT3.4×50k49046137
82Feb 22, '25Buffett: "...our experience is that a single winning decision can make a breathtaking difference over time. ...Mistakes fade away; winners can forever blossom"3.4×50k45062117
83Jan 20, '25Druckenmiller on Scott Bessent: "Scott's extremely capable—big brain, very thoughtful. He's in the unique position that I don't think any other Treasury Secretary has been in, havi3.4×49k4674351
84May 3, '25Buffett: "There are people out there who want to copy Berkshire’s model. But usually, they don’t want to copy it completely. They don’t want to copy the part where the CEO has virt3.3×48k4664254
85Nov 5, '22Apollo CEO: "We have an entire generation of investors, investment analysts who have really grown up just seeing the market go in one direction..they are also discovering that most3.1×01.2k248200
86Dec 15, '22FYI:2.7×0986268171
87Jul 21, '22$RDFN CEO: "You have 15% to 25% of the homes under contract being canceled in the past month. 62% of Boise homes have dropped their price, >50% have done do in Salt lake city &a2.7×01.2k21084
88May 3, '25Buffett on DOGE & the US deficit: "We’re running roughly a 7% fiscal gap & probably a 3% gap is what’s sustainable. The further you drift from that, the closer you get to t2.6×39k6298067
89May 3, '25Warren Buffett kicking off the 2025 Berkshire AGM: "This is my 60th annual meeting. It is the biggest, and I think it will be the best." $BRK.A $BRK.B2.6×38k7193225
90Jul 23, '25Alphabet CFO: "Google Cloud has reached an annual revenue run rate of $50B+." $GOOGL $GOOG2.3×33k4804220
91Oct 7, '22How big tech income statements look now vs the time they IPOed: $MSFT $GOOG $GOOGL $AAPL $AMZN2.1×0715173206
92Oct 30, '22$MSFT, $AMZN, $AAPL and GOOG all reported earnings this week. Any key takeaways you took from their earnings calls?1.9×0743142165
93May 3, '25Buffett: "You really want to work at something you enjoy...If you find people who are wonderful to work with, that’s the place to go"1.8×26k5425952
94Sep 28, '22A short thread from Druckenmiller's talk at @DeliveringAlpha: 1. On shorting the Pound 30 years ago: "What I did know was that if they didn't devalue...my fund was going to lose 501.7×0515115215
96Oct 23, '22$UAL CEO: "There has been a permanent structural change in leisure demand because of the flexibility that hybrid work allows. With hybrid work, every weekend could be a holiday wee1.2×05208342
101Oct 16Netflix, Tesla & Meta among those reporting next week: 💻 Tech & Media: $NFLX $TSLA $META $IBM $SPOT 🏭 Industrials: $GE $RTX $LMT $GM $MMM 🛒 Consumer: $PG $KO $PM 🏦 Fina0.3×4.1k20106

Scan another creator

@
@karpathy@levelsio@paulg@naval@marclou@illyism

Run this on any account.

XOutlier builds this table for every public profile you open on x.com, with live data and every post, not just the top 50.

Add to Chrome Download .zip