"There was a time when you could say, "I'm just going to punt on tech and focus on industrials and consumer and whatever." I think you have to be a tech person today. It's such a it's a big and growing..."

"the whole thing >> you know I'm not like natively a tech person but I think given where the world is today I think there was a time when you could say I'm just going to punt on tech and focus on indus..."

"so of assets. How do you think of yourself as stylistically as an investor? So the the roots of Third Point really come out of my experience as a credit investor and my time at Jeffre. And Jeff was li..."

"and looking for uh something that combines that with business quality lens. So let's talk about how my business evolved and how we evolved. I think if you look at a lot of the people who have underper..."

"favorite books reminiscences of a stock operator guy who wrote it quotes uh I think it's from Ecclesiastes which says there's nothing new under the sun and human nature the question is will AI take hu..."

"like in in in the public where the governance structure and the people on a board matter can matter tremendously to outcomes. This has been an area where you've spent a huge amount of time thinking wr..."

"on the board to get those things done. kind of an you hear about the extreme cases where we you have to or try to shake things up where we actually you know we have to our presence is needed on the bo..."

"saw that gap as an opportunity. Do you think that's like a is that a thing? Am I do I see a correct pattern? >> That's interesting. Uh certainly was the case in Sabes. >> Can you tell that story? That..."

">> Yeah. But um private credit, CLOS's operating structured credit, a high yield business, they all have their own PMS. I will come in if there's like an interesting opportunity like we superersize bo..."

"don't see you don't have the valuation bubble now on those companies that you had on on on those companies back in those days. You you you look at Anthropic's revenue growth and the adoption and the u..."

"operating system. My partner then, Munie, and I actually went to Danaher and uh got them to boil down their five-day DBS, Danaher business system training into a one-day >> uh thing for us. It was rea..."

">> We were backed by myself, uh, Kelso and Pinebrook, and we started a Bermuda based reinsurance company. And the thesis there when we started was we have an executive that will do these reinsurance d..."

"know, it wasn't what we thought it was. And, you know, it was painful because, you know, I think in general, one of the amazing things about our capitalist system and the ability to go out and that th..."

"years ago was like someone that could build a a model really fast and understand um some really complicated restructuring like when I was I'll use myself as the example of that ancient dinosaur of an ..."

"watch this era what excites you the most about this next 10ear period as an investor and you're lucky you have all these resources and you can invest in anything and credit, equity, whatever. And then..."

"a characteristic that you want to elevate in your hierarchy of things that you want to be honest and truthful and smart clever innovative whatever. Like I think kindness is it's it's it's it's very im..."