Evidence receipt / belief
Published · transcript-backedSpeaker unverified: belief
30 Oct 2023 Acquired Charlie Munger
“Do you think that number is the same today, or do you think it's much higher than that? I think most places have a lot of change and threat in their future.”
— Speaker unverified
Source trail
Everything needed to verify it.
- Speaker
- Speaker unverified
- Attribution
- Not verified from this transcript
- Claim type
- belief
- Recorded
- 30 Oct 2023
- Publisher
- Acquired
- Episode
- Charlie Munger
Transcript context
…Final question to wrap up. What is the set of companies that you think are the greatest that you've ever seen, either that you've owned or that you've not owned? There are a lot of great companies. Hermes is a great company. In its heyday, General Motors was a great company. It just gradually went to hell one contract at the time. What do you think about the predictability of… there were a number of companies back when you started where you could have said this business will be the same in 10 years? Do you think that number is the same today, or do you think it's much higher than that? I think most places have a lot of change and threat in their future. Do you think most places had a lot of change and threat in their future even 50 years ago, and this story is over-blown?…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.