David Rosenthal: evaluation

Transcript context

…Yeah, put yourself 5 years from now was this a good purchase for this price. I mean, I think today sitting here, I say this is a great buy because a year ago-ish, LinkedIn was worth twice this much and it’s this incredibly unique, incredibly defensible asset that is now part of Microsoft, so I’m like huge thumbs-up. But by that rubric, God, it's really just going to be like they can execute on this? The opportunity is massive but with great opportunity comes great, you know, there’s a lot of complexity here and it is very difficult to do these things. It's all going to come down to execution. So right now, I’m going to give it an A- right now just accounting for the huge amount of risk to come in the execution. How are we both positive on this? I was going to give it an A. I woke up Monday morning being like, “What?” And here I am, all right, but I have some couple of rationales. But one is in November of 2015, the stock price was at 255.…

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