David Rosenthal
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Appearances Over Time
Podcast Appearances
Let's just briefly, since we're here, how you study a business.
That has been a useful analytical framework for you, whatever these seven powers are.
And I'll never remember any of them.
Network effects and all that stuff.
What is about Hamilton?
Where did you find him and why is he making him so famous?
I read the list, and it was all gobbledygook to me.
The words did not mean things.
You have to know what they mean.
What creates the moat?
So why did you decide you even needed that framework?
Buy or sell or hold.
His annotated books are.
So I have exactly the same issue.
I discovered I wanted to be a writer writing my senior thesis and no ambition to do it before then.