Evidence receipt / commitment
Published · transcript-backedDavid Rosenthal: commitment
16 Jul 2020 Acquired Pinduoduo
“I promise I will pick a horse in a minute, but I actually wonder—thinking about this a little bit—if this might be a case where the right move is just to buy shares in all three.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- commitment
- Recorded
- 16 Jul 2020
- Publisher
- Acquired
- Episode
- Pinduoduo
Transcript context
…They look like Amazon, and they have a very affluent base. Yup. This is a little bit of a cop-out. I promise I will pick a horse in a minute, but I actually wonder—thinking about this a little bit—if this might be a case where the right move is just to buy shares in all three. I figure this is such a rising tide. Ecommerce in China is growing. It's something insane—like 30% [...]. If it went from 6%-24% over the last 8 years. They went from behind the US to ahead of the US in terms of penetration.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.