Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
21 Feb 2023 Acquired LVMH
“Yup, I think that's right. All right. Moving out of playbook and closing our analysis, we're replacing grading.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 21 Feb 2023
- Publisher
- Acquired
- Episode
- LVMH
Transcript context
…It's super interesting. You're texting me some photos of luxury ad campaigns in the 90s. It was fun to look at them. But as we're looking at them, we're like, oh, wow. Clearly, the target market for these advertisements is Japan, not America. Yup, I think that's right. All right. Moving out of playbook and closing our analysis, we're replacing grading. We're talking about it with a bear and bull case from here. We're killing our darlings here.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.