Win Murray

FPL team #16748. DoR at Diamond Hill, previously DoR at Harris Associates. Timeline is way more casual than business.

[Win Murray @WinMurray]

Recent presentation I gave for GuruFocus. Note that it starts 1 minute in, and there are technical difficulties from minute 20-23. Freaking virtual forum... 🙂 https://t.co/sMFokCJouR

[Win Murray @WinMurray]

@JRogrow Ha, that's awesome! Thanks for highlighting; I'd never have seen that.
I've had a bunch of investment people randomly tell me how much they enjoyed listening to that, despite the incredibly niche-y topic. I'm glad we recorded it.

[Win Murray @WinMurray]

My favorite ways to make a restaurant reservation, in rank order:
1) OpenTable
2) Resy
3) Yelp
4) Have concierge do it for me
5) Call the restaurant themselves
6) Write a letter to the chef
7) Tock

[Win Murray @WinMurray]

@JRogrow Congrats, John! I wondered where your podcasts went, and I figured a new compliance-related thing might've been the cause. You're going to be amazing in your new role! Let me know if there's anything I can do to help you get started.

[Win Murray @WinMurray]

@ShortSightedCap Watching X-Files with no lights on

[Win Murray @WinMurray]

@oknotsomuch I’ve lost track of Claire since the Bon Appétit YouTube site fell apart. I’ll check it out. Thanks!

[Win Murray @WinMurray]

@oknotsomuch What did you learn? I want to do that, but I want to start halfway up your learning curve, please…

[Win Murray @WinMurray]

@ShaneRyanHere Slow Horses is rock solid, and doesn’t fall off after the first season like Sherlock did.

[Win Murray @WinMurray]

@NateSilver538 Ooooh, do a New York City burrito bracket!!

[Win Murray @WinMurray]

@carlquintanilla Feels like a @carlquintanilla vacation week; usually by 9am on a Monday he'll have posted about 15 things already

[Win Murray @WinMurray]

@VincentZurzolo Awesome!

[Win Murray @WinMurray]

@ShortSightedCap Spoken like a true Tenet Healthcare analyst $THC

[Win Murray @WinMurray]

@howieschwab Your husband was one-of-a-kind. I’m sorry for your loss.

[Win Murray @WinMurray]

@BartMeerdink @JRogrow Yes, it didn’t come out in my 2nd example, but if I had answered it better on the fly, I should’ve said “a company where your estimate of future cash flows is much different than the market’s, for non-cyclical reasons”. Early stage growth companies would fit in that category.

[Win Murray @WinMurray]

@ArseneCapital @JRogrow Having analysts named & titled onto a PM team, giving advice and being part of the decision-making process, is important for many reasons: for their development, to give the star PM a sounding board, & for succession marketing. But the PM should have the only vote that matters.

[Win Murray @WinMurray]

@ArseneCapital @JRogrow I believe that if you truly have identified tail-of-the-curve investing talent and they are totally aligned with the firm’s philosophy, then diluting them with a team approach leads to worse outcomes.

[Win Murray @WinMurray]

@JRogrow Thanks so much for interviewing me, John. You do a wonderful job of really listening to answers and asking great follow-ups, as opposed to mechanically following a list of questions. I can’t believe it ended up 80 minutes long, but the conversation was so fun that time flew by.

[Win Murray @WinMurray]

@JRogrow Math is undefeated

[Win Murray @WinMurray]

At an undisclosed location, in Columbus @chicagobars

[Win Murray @WinMurray]

@patrick_oshag Chobani

[Win Murray @WinMurray]

@chicagobars @SouthportCor Jack’s was so good. Family staple of ours from 2003-05. Wonderful food, great service, awesome patio.