High Signal Podcasts Evidence ledger
Method
Browse
← Back to evidence

Evidence receipt / evaluation

Published · transcript-backed

David Rosenthal: evaluation

12 May 2021 Acquired Berkshire Hathaway Part II

“Mary Poppins had just come out and made $30 million at the box office, and the stock went down because Wall Street was like, well, movies, that's a hit-driven business.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
evaluation
Recorded
12 May 2021
Publisher
Acquired

Transcript context

…Disney, the freaking guy owned Disney and he sold it, after what? Two years or something of owning it when it reached what he felt was a good price for him to get out. Unbelievable. I think it was one year. In 1966, Disney has been trading at an $80 million market cap. The Walt Disney Company at an $80 million market cap. It's not like Disney was much smaller back then, it was still freaking Walt Disney. It had theme parks and everything. Mary Poppins had just come out and made $30 million at the box office, and the stock went down because Wall Street was like, well, movies, that's a hit-driven business. In the next couple of years, comps are going to be really tough after Mary Poppins. Mary Poppins just made $30 million in revenue and the whole company is valued at a market cap of $80 million?…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

Search evidence