Daniel Schwartz
speaker
501 appearances
1 recordings
1 series
first heard Feb 2026
last heard 10 Feb
Daniel Schwartz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
And so if you want a Whopper, you're coming to a Burger King.
Or in the case of our Hunter Douglas business, if you want blinds, you're coming to a Hunter Douglas dealer or one of our shop at home dealers.
And so I think we have a much better appreciation for that.
We have some mutual friends who are much better suited to invest in the next technological.
The AI to automate workflow.
Exactly.
We're just not that.
We've managed to stay pretty disciplined to stick to good, relatively easy to understand, well-moded businesses that we and our partners here could kind of wrap our heads around.
Businesses that have ideally been around for a long time with strong brand franchises that we could own and grow and maybe improve a little bit.
One additional large difference in our case is...
the folks here have largely all been in both investing roles and operating roles.
And so in Alex's case, he was the CEO of the largest Brazilian rail and logistics company, the largest Latin American rail and logistics company.
I was the CFO and CEO of
what was Burger King and now is today Restaurant Brands International.
That applies to some of our other partners here as well.
I think this experience of being an operator and an investor allows us to ultimately be a better investor and allows us, when we get involved in these businesses, to be able to send our own people in who are partners of ours here, who have also been CEOs and CFOs and operators of businesses and
who are well incentivized to create value at the company that's directly linked and aligned with us and our limited partners.
I like that we're inserting the word window here many times, but...
Maybe just some additional color.
You had a longstanding relationship with Ralph.
Showing 41–60 of 501 · page 3 of 26
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