Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
21 Apr 2021 Acquired Berkshire Hathaway Part I
“Not until Apple and I think—I haven’t done the research yet—Apple bubbles up within Berkshire from Todd Combs, not from Warren.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 21 Apr 2021
- Publisher
- Acquired
- Episode
- Berkshire Hathaway Part I
Transcript context
…Basically held to that for another 45+ years. Totally. Not until Apple and I think—I haven’t done the research yet—Apple bubbles up within Berkshire from Todd Combs, not from Warren. Talk about sins of omission. This is before Sequoia. Imagine if Warren had financed Intel, Warren Buffett could have been Warren Buffet plus Sequoia Capital. Wow. Realistically, what would he have done with it if he did invest in it? First of all, he’s never invested in technology business to this point. He's never invested in something that early. Everything he's bought has been pieces of public companies.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.