Evidence receipt / evaluation
Published · transcript-backedDavid Rosenthal: evaluation
19 Jul 2022 Acquired Walmart
“I think the war was already won with Kmart, but this was really the death knell with supercenters because Kmart tried their own hypermarket concept called Super Kmart.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 19 Jul 2022
- Publisher
- Acquired
- Episode
- Walmart
Transcript context
…For a part of the business that didn't exist for the first 30 years, that is an iPhone scale company reinvention. And barely existed when Sam died. It reminded me of Ted and Todd within Berkshire Hathaway buying Apple. The best Berkshire Hathaway investment, probably ever, happened in the public markets after Warren had brought on Ted and Todd, crazy. One last little bit about supercenters. I think the war was already won with Kmart, but this was really the death knell with supercenters because Kmart tried their own hypermarket concept called Super Kmart. I remember that.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.