Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
12 May 2021 Acquired Berkshire Hathaway Part II
“At the same time, Warren is also so emotional and nostalgic, and has this—I think you said it in the last episode—sense of what he looks for in companies and what he absolutely wants to be himself is viewed as an artist painting a painting.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 12 May 2021
- Publisher
- Acquired
- Episode
- Berkshire Hathaway Part II
Transcript context
…It's just crazy. Worked for his grandpa. It's also funny that Warren and Charlie, more Warren here than I think Charlie. He's so smart and so analytical. Charlie Munger thinks Warren is the smartest person he's ever met. That's saying something. At the same time, Warren is also so emotional and nostalgic, and has this—I think you said it in the last episode—sense of what he looks for in companies and what he absolutely wants to be himself is viewed as an artist painting a painting. Of course, we're talking here about GEICO. Back to GEICO. At this point, it was 20 years or so, two decades since Buffett had tragically sold his GEICO stake. The company grew immensely. It made the Acquired-like growth in its target market when we went from just acquisitions to telling the story of all the great companies. It’s like, where are you going there?…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.