David Rosenthal: preference

Transcript context

…Oh, yeah. The big thing that we're doing today is we're going to try and answer the question, how did Amazon succeed to such an incredible degree that it has where so many of its dot-com siblings burst into flames? First, we have some big, big news here at Acquired world HQ. After seven years of beating back requests, we are finally launching a merch store. We've been holding on to this bit for a while because we can think of no better episode to launch our Internet storefront than here on the Amazon episode. We're partnering with what I think is the single highest quality merchandise platform on the Internet, Cotton Bureau. They make really nice stuff that I have tons of in my closet. We're launching with men's and women's T-shirts, sweatshirts, tanks, and even onesies. If you like David, have a little one at home. If you decide to be first in this first wave of people to sport the fashionable Acquired merch, you should tweet at us @acquiredfm, and we will retweet some of our favorites. The link is in the show notes, or you can go to acquired.fm/store. After you finish this episode, go check out the LP Show by searching Acquired LP Show in the podcast player of your choice. Our next episode will be an interview with Austin Federa who many, many of you know from the Acquired Slack where he's been a member since 2016. Austin is at the Solana Foundation, very deep in the world of Web3 and crypto. He gave us a great primer on the world of Web3 today, so check that out. If you want early access, it's already live for paid Acquired LPS at acquired.fm/lp. All right, without any further ado, David, onto our story. Listeners, this show is not investment advice. David and I may have investments and certainly have investments in the companies we discussed this time. Do your own research. This is for entertainment purposes only. Oh man, Amazon was not only my idea dinner pick at The Arena show but has been my favorite company, stock, and number one position in my portfolio for more than 10 years now, I think. It's an incredible company. I had some conversation with you in maybe 2014 about how you basically owned Amazon stock by owning Seattle real estate, and you were doubly long Amazon with your very concentrated holdings in the company and owning your house in Seattle.…

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