Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
10 Feb 2022 Acquired Peloton
“Our friend Mario Gabriele wrote I think the best piece out there on them, which is still without insider access but shaped their strategy too.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 10 Feb 2022
- Publisher
- Acquired
- Episode
- Peloton
Transcript context
…I do think, by the way, this is one of the things that gave—among many other very successful investments but was a big part of the story for Lee when he left and started Addition and raised over a billion dollars for Addition's first fund. Peloton was a big part of that. For Lee, for Addition, and for Tiger itself too. Got to imagine that that was a big part. They're notoriously tight-lipped. Our friend Mario Gabriele wrote I think the best piece out there on them, which is still without insider access but shaped their strategy too. Yep.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.