David Rosenthal
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Appearances Over Time
Podcast Appearances
But I'm going to hold back on what I think you learned because I want to see if you get to it.
So what's the third episode that you have learned a lesson from?
God, I have not listened to it, and I am a big investor in Berkshire Hathaway.
I bought it right in the middle of the financial crisis.
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.
You can probably dig it off of the way back.
What was the thesis?
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?