Caryn Seidman-Becker
speaker
1,227 appearances
1 recordings
1 series
first heard Jul 2025
last heard Jul 2025
Caryn Seidman-Becker’s voice in public audio — every appearance, attributed to the second.
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Appearances
There's a lack of questions on free cash flow and how we spend the free cash flow.
I don't even know that one looks at the cash on the balance sheet.
People tell me that I wouldn't understand how people invest today because there's all these pods and quants and that wasn't there when I left 15 years ago.
So I was a value-oriented investor, which means different businesses have different return and growth characteristics and should be valued accordingly.
That's how I looked at it.
So I thought Apple, when we bought it for $14, with I think $9 share of cash on the balance sheet, was a value stock.
And the street thought they could earn 60 cents and I thought they could earn a dollar.
And then from there, here's where we go.
Apparently that doesn't happen as much.
But I still think that long-term value-oriented investing is the thing that yields the greatest fruit.
I had the pleasure of sitting with Charlie Munger two years ago in his backyard mesmerizing.
I believe that that is how you create long-term value.
I mean, probably the fact that he still lives in that house.
And he was just in his backyard.
His grandchild was in the house.
The stories that he would tell, the crispness of his mind, his humor and his humility.
For someone with that kind of storied success, he signed his almanac.
I think it was his humility and his curiosity.
Like, tell me about your company.
Tell me about what you think biometrics can do.
Showing 1161–1180 of 1,227 · page 59 of 62
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