Dan Caplinger
speaker
1,715 appearances
16 recordings
4 series
first heard Oct 2023
last heard 3d ago
Dan Caplinger’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Nov 2025 with 3.
Appearances
So I think that there's enough timeline for them to bounce back and figure out how to adapt to this new environment in the restaurant world where you're getting more automation and dealing with a different supply chain than you used to.
Yeah, I'm there with Ferrari.
I think GM and Ford, a lot of Americans are underplaying the impact that the tariffs on Canada are having just on the Canadian mindset on the North American market generally, not just in autos, but especially in autos, because so much of southern Ontario's economy depends on this.
gm and ford if that starts to unravel if we start to get signs that this is not just a negotiating chip and things are never going to go back to the status quo which just seems as this goes on and on it seems more likely it's going to be a problem they're going to have to undo a lot of the things that they did in order to take advantage of these trade agreements if the trade agreements go away then they're going to have to do things
It's not necessarily that they're going to be less efficient in the long run, although plenty of people will make that argument.
It's just that they invested heavily to make it the most efficient for what may now be a time that is in the past.
So with that in mind, I prefer a company that can stand the test of time, that it has minimal tariff exposure, just in the sense that, hey, if you buy a Ferrari...
You're going to go ahead and pay the extra $100,000 or whatever it is.
You've been on that waiting list for however long you've been.
What are you going to do?
Leave the waiting list because there's a 20% tariff or whatever it might be?
I just don't see it.
So from that perspective, I think Ferrari, again, playing to that K-shaped economy as well, just has the most staying power, the most predictability going forward.
It's no big surprise.
The succession plan has always been kind of multivariate.
He wanted to have somebody that would be able to make smart investments and run the company well.
That's CEO Greg Abel, and he's been in place now long enough
Warren Buffett, in his letter to shareholders today, said that Greg's performance has exceeded his expectations.
And so that's the vote of confidence that shareholders would have wanted there.
With respect to Howard Buffett, the idea has always been that the chair of the board would be the person who was charged with guarding and protecting the corporate culture.
Showing 81–100 of 1,715 · page 5 of 86
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