David Rosenthal
👤 PersonVoice Profile Active
This person's voice can be automatically recognized across podcast episodes using AI voice matching.
Appearances Over Time
Podcast Appearances
The thesis was that he may have started out being who he says he is,
but that he's become this very different thing in the marketplace.
His money is not like other people's money.
And you don't have a couple of things Warren Buffett has.
And his money is valued differently.
But secondly, he was willing to do deals that at the time bothered the hell out of me.
And what had happened was... Like the Goldman deal?
It was a Salomon Brothers deal that bothered the hell out of me.
He kept a CEO in place who I thought should not have been allowed... Were you there?
Yeah, you lived through it.
No, I was through it.
This is a huge part of our Berkshire series.
It turned me briefly, only briefly actually, cynical about Warren Buffett.
And then I came out of it and fell in love with him all over again.
But I had written this thing.
Pissed him off entirely.
I mean, it would clearly upset him.
And then kind of started watching him for longer.