Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
27 Nov 2023 Acquired Visa
“I'm just saying, I think actually entering this arena introduces a significant amount of risk to the whole franchise that they have to weigh, in a way that some of these other markets don't.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 27 Nov 2023
- Publisher
- Acquired
- Episode
- Visa
Transcript context
…The cute Apple that we know of years past is gone, and we just have to think about, what would a good capital allocator do with their strategic position? True. I'm not making the argument that they're still the cute Apple. I'm just saying, I think actually entering this arena introduces a significant amount of risk to the whole franchise that they have to weigh, in a way that some of these other markets don't. That's super true. Okay, I have one trivia thing for you before carve outs. You may already know this, but did you know that you can get a BankAmericard today?…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.