Evidence receipt / evaluation
Published · transcript-backedDavid Rosenthal: evaluation
21 Feb 2023 Acquired LVMH
“Yes. This is very, very self-interested on Lazard's part, but it's actually also, I think, pretty good advice because Guinness is a much larger company and has much bigger financial resources.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 21 Feb 2023
- Publisher
- Acquired
- Episode
- LVMH
Transcript context
…You should buy this company, but maybe you should ally with the person I'm allied with. Yes. This is very, very self-interested on Lazard's part, but it's actually also, I think, pretty good advice because Guinness is a much larger company and has much bigger financial resources. Lazard is like, look, if you're going to be fighting Guinness, you guys are going to lose. This is not going to work. Clearly, what's happening here is Bernard is switching sides from the LV side to the MH side. Why does it matter who he's allied with? At the end of the day, he's just buying shares in the same company.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.