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David Rosenthal

๐Ÿ‘ค Speaker
36685 total appearances
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Appearances Over Time

Podcast Appearances

Acquired
10 Years of Acquired (with Michael Lewis)

But I'm going to hold back on what I think you learned because I want to see if you get to it.

Acquired
10 Years of Acquired (with Michael Lewis)

So what's the third episode that you have learned a lesson from?

Acquired
10 Years of Acquired (with Michael Lewis)

God, I have not listened to it, and I am a big investor in Berkshire Hathaway.

Acquired
10 Years of Acquired (with Michael Lewis)

Good for you.

Acquired
10 Years of Acquired (with Michael Lewis)

Congratulations.

Acquired
10 Years of Acquired (with Michael Lewis)

Since when?

Acquired
10 Years of Acquired (with Michael Lewis)

I bought it right in the middle of the financial crisis.

Acquired
10 Years of Acquired (with Michael Lewis)

because I thought, I mean, I had done a take, I mean, it's not, it's a little, putting it a little strongly, but oddly, I had written a takedown of Warren Buffett on the cover of the New Republic magazine called The Temptation of St.

Acquired
10 Years of Acquired (with Michael Lewis)

Warren.

Acquired
10 Years of Acquired (with Michael Lewis)

You can probably dig it off of the way back.

Acquired
10 Years of Acquired (with Michael Lewis)

What was the thesis?

Acquired
10 Years of Acquired (with Michael Lewis)

The thesis was that he may have started out being who he says he is,

Acquired
10 Years of Acquired (with Michael Lewis)

but that he's become this very different thing in the marketplace.

Acquired
10 Years of Acquired (with Michael Lewis)

His money is not like other people's money.

Acquired
10 Years of Acquired (with Michael Lewis)

And you don't have a couple of things Warren Buffett has.

Acquired
10 Years of Acquired (with Michael Lewis)

And his money is valued differently.

Acquired
10 Years of Acquired (with Michael Lewis)

But secondly, he was willing to do deals that at the time bothered the hell out of me.

Acquired
10 Years of Acquired (with Michael Lewis)

And what had happened was... Like the Goldman deal?

Acquired
10 Years of Acquired (with Michael Lewis)

It was a Salomon Brothers deal that bothered the hell out of me.

Acquired
10 Years of Acquired (with Michael Lewis)

He kept a CEO in place who I thought should not have been allowed... Were you there?