What podcasts say about Tracy Britt Cool

Every statement, with the speaker, the exact quote and the moment it was said.

What Tracy Britt Cool has said on podcasts

14 statements · 8 positive · 6 negative

on Undervalued companiesPositiveOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Tracy favored investing in undervalued companies and building great businesses.
“building great businesses, finding companies that are undervalued, investing in them. That concept resonated with me early on.”
Listen at 6:07
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
on Operating value creationPositiveOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Future investment value creation will increasingly come from operations.
“there was going to be more value created on the operating side going forward.”
Listen at 10:02
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
on Buyout multiple expansionNegativeOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Buying businesses cheaply and selling them at higher multiples is probably no longer viable.
“the days of buying businesses for seven times and selling them for 12 a few years later was probably gone”
Listen at 10:06
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
on Benjamin MooreNegativeOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Benjamin Moore deteriorated over the preceding decade.
“Over a 10-year period, it had lost its way.”
Listen at 10:43
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
on Benjamin MoorePositiveOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Reinvesting in Benjamin Moore’s core business can make its stores category leaders.
“If we do that well, we can reposition the stores as leaders in their space.”
Listen at 11:06
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
on Benjamin MoorePositiveOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Benjamin Moore’s earnings improved through channel strengthening and volume growth.
“Over the time, we significantly improved the earnings of the business while strengthening the channel, driving it through volume growth, not just financial engineering.”
Listen at 11:14
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
on Benjamin Moore management incentivesNegativeOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Benjamin Moore management incentives favored retaining earnings over reinvestment.
“their incentives were misaligned. They were focused on how do I retain earnings versus how do I reinvest in the future of the business?”
Listen at 11:40
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
on Benjamin MooreNegativeOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Benjamin Moore’s volume declined by more than 10% over ten years.
“When you look over 10 years, your volume's declined 10 plus percent.”
Listen at 12:55
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
on Sherman WilliamsPositiveOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Sherwin-Williams performed well during the relevant period.
“Sherman Williams had done a great job during this time period as an example.”
Listen at 13:07
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
on BerkshireNegativeOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Berkshire Hathaway’s growing cash balance makes meaningful capital deployment difficult.
“It was getting big in terms of capital. It had $150 billion in cash at the time. Now it's $300 billion plus. Hard to move the needle with that size of check.”
Listen at 17:56
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
on Family- and founder-owned midsize businessesNegativeOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Many family and founder-owned businesses are too small for Berkshire Hathaway.
“They wanted a Berkshire-like home, but they were just too small.”
Listen at 18:22
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
on CanberraPositiveOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Canbrick’s philosophy combines long-term thinking with a long-term structure.
“One is long-term thinking and a long-term structure.”
Listen at 18:52
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
on CanberraPositiveOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Canbrick provides operating expertise to midsize companies.
“Second was providing that operating lens and that operating expertise.”
Listen at 19:04
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
on CanberraPositiveOct 19, 2026· Capital Allocators – Inside the Institutional Investment Industry
Canbrick partners collaboratively with families and founders.
“Lastly was this partnership mindset. working with families and founders and coming alongside them.”
Listen at 19:20
Open the episode · Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.