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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)

That's not true for Acquired.

Acquired
10 Years of Acquired (with Michael Lewis)

So every time, if you were to take time off to go do something in Hollywood, you'd be abandoning this glorious network.

Acquired
10 Years of Acquired (with Michael Lewis)

Right.

Acquired
10 Years of Acquired (with Michael Lewis)

Yeah.

Acquired
10 Years of Acquired (with Michael Lewis)

They learn to trust you that if you're interested, they'll be interested.

Acquired
10 Years of Acquired (with Michael Lewis)

In fact, what they're buying into is not the subject, but your interest in the subject.

Acquired
10 Years of Acquired (with Michael Lewis)

Are you more terrified than you were two years ago?

Acquired
10 Years of Acquired (with Michael Lewis)

The terror is growing.

Acquired
10 Years of Acquired (with Michael Lewis)

At some point, it's not going to be a good thing.

Acquired
10 Years of Acquired (with Michael Lewis)

I mean, it's good to be a little on edge.

Acquired
10 Years of Acquired (with Michael Lewis)

Yes, yeah, yeah.

Acquired
10 Years of Acquired (with Michael Lewis)

But you don't want to get yourself in a situation where you feel like you have to do the same thing over and over again.

Acquired
10 Years of Acquired (with Michael Lewis)

Yes.

Acquired
10 Years of Acquired (with Michael Lewis)

Because eventually it will get old.

Acquired
10 Years of Acquired (with Michael Lewis)

This is where we're going to get to the bull and the bear case at the end.

Acquired
10 Years of Acquired (with Michael Lewis)

Okay, okay, great, great, great, great, great.

Acquired
10 Years of Acquired (with Michael Lewis)

But this is so back to the lesson that you gleaned from Munger and Buffett.

Acquired
10 Years of Acquired (with Michael Lewis)

it's okay to have a too hard pile.

Acquired
10 Years of Acquired (with Michael Lewis)

And you said, and the too hard pile is like doing things in Hollywood.

Acquired
10 Years of Acquired (with Michael Lewis)

But when I asked the question, did you ever run across this?