David Rosenthal
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Appearances Over Time
Podcast Appearances
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.
And I thought, you know, I just liked him.
You couldn't help but like him.
So I started to soften.
And when we get to the financial crisis, I thought, well, his money is going to be so valuable here.
What is needed is credit.
And I think if he stays alive long enough, it might happen again soon.
And so I bought a chunk of the A shares, and I've just sat on them.