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Published · transcript-backed

David Rosenthal: evaluation

16 Jul 2020 Acquired Pinduoduo

“Maybe rearranging deck chairs on a Falcon Heavy. It doesn't matter. You should just buy shares in all of them.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
evaluation
Recorded
16 Jul 2020
Publisher
Acquired
Episode
Pinduoduo

Transcript context

…If it went from 6%-24% over the last 8 years. They went from behind the US to ahead of the US in terms of penetration. Right. It's like what's the opposite of rearranging deck chairs on the Titanic? Maybe rearranging deck chairs on a Falcon Heavy. It doesn't matter. You should just buy shares in all of them. Right. I like that.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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