Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
25 Jul 2023 Acquired Nike
“Let me add on one more, I don't think this is really a bear case. But if you're viewing this through the lens of should I buy the stock, not investment advice, versus other companies that could put my money into, as incredible as this company is, operations, the power, the scale economies, the brand, I think the durability, it's still not a software gross margin business, nor is it ever going to be.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 25 Jul 2023
- Publisher
- Acquired
- Episode
- Nike
Transcript context
…Honestly, that's the best I got for bear case. Let me add on one more, I don't think this is really a bear case. But if you're viewing this through the lens of should I buy the stock, not investment advice, versus other companies that could put my money into, as incredible as this company is, operations, the power, the scale economies, the brand, I think the durability, it's still not a software gross margin business, nor is it ever going to be. I love it. Our complaint is always, it's not a SaaS company.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.