Jim Lebenthal

speaker

650 appearances 1 recordings 1 series first heard Jul 2026 last heard 28 Jul

Jim Lebenthal’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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And I'm sorry, this is so macabre.

But think about if you were to pass today and your wife or your kids or your accountant or whomever are looking at your finances.

Would they understand why you've done what you've done?

Would they see behind it a noble purpose?

Maybe that purpose is investing for the long run.

Maybe that purpose is, as I've said, helping people out as they're starting businesses.

Maybe it's patriotic.

I'm not going to wave the flag here, but there can be any of a number of reasons.

But your portfolio is a fingerprint of your personality.

I have a journal of my investments and what's behind it.

Now, it's a little bit in shorthand.

I'm not going to take the time to write prose, but I do that because it also helps me.

You and I have both spoken about an investment thesis in anything we invest in and having to go back to that when the stock goes against you.

If you've written it down, it's so much easier to understand.

I also do this, now this is, I'm a stock analyst at heart.

So when quarterly earnings come out, I make it a point of getting on the earnings call and writing up what I think of the earnings call right there.

And I go back to it from time to time because there are times where you're shaken in your investment thesis.

Ryan, you're clearly a risk taker.

Nobody starts a company the way you did without being comfortable with risk.

But I'm sure there are moments where you woke up in the middle of the night, that 3 a.m.

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