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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)

Have you run across this?

Acquired
10 Years of Acquired (with Michael Lewis)

Have you ever had a subject where you thought, ah, this is just too hard to do?

Acquired
10 Years of Acquired (with Michael Lewis)

What would be an example of that?

Acquired
10 Years of Acquired (with Michael Lewis)

Yeah.

Acquired
10 Years of Acquired (with Michael Lewis)

Yep.

Acquired
10 Years of Acquired (with Michael Lewis)

So you walked away from it.

Acquired
10 Years of Acquired (with Michael Lewis)

Yeah.

Acquired
10 Years of Acquired (with Michael Lewis)

There'll be a moment to come back to it.

Acquired
10 Years of Acquired (with Michael Lewis)

Yeah, yeah.

Acquired
10 Years of Acquired (with Michael Lewis)

I'm glad we didn't do it in the past.

Acquired
10 Years of Acquired (with Michael Lewis)

Although it's going to violate your rule about doing newsy things.

Acquired
10 Years of Acquired (with Michael Lewis)

Right, yeah.

Acquired
10 Years of Acquired (with Michael Lewis)

So does that mean you're picking institutions that you think will survive?

Acquired
10 Years of Acquired (with Michael Lewis)

Yes.

Acquired
10 Years of Acquired (with Michael Lewis)

Yes.

Acquired
10 Years of Acquired (with Michael Lewis)

OK, so that's like baseline, bedrock.

Acquired
10 Years of Acquired (with Michael Lewis)

So much of your stuff is tech and finance, where there's so much churn.

Acquired
10 Years of Acquired (with Michael Lewis)

Well, yes.

Acquired
10 Years of Acquired (with Michael Lewis)

This didn't used to be true.

Acquired
10 Years of Acquired (with Michael Lewis)

Having that, however you do it, you're getting to something that I try to get to when I'm picking subjects, but you're doing it in a slightly different way.