Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
16 Mar 2023 Acquired Nintendo's Origins
“I think that's why it's hard to be an investor and specifically hard to be a public company investor.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 16 Mar 2023
- Publisher
- Acquired
- Episode
- Nintendo's Origins
Transcript context
…Yeah, and I think had some really unforced own goal errors there along the way. Nintendo very much could have embraced backward compatibility, their console cycles. Nintendo very much could have embraced the CD format and failed spectacularly, or both of those. I guess I'm an A. I would be an A+ but for the fact that we do know the future, and we do know that they weren't as positioned as well as the numbers would state. I think that's why it's hard to be an investor and specifically hard to be a public company investor. The numbers can tell you one story, but then there are either execution problems in the form of unforced errors, black swan events, or the world changes in ways that you absolutely could not have predicted by just looking at numbers. It's so hard. I'm absolutely inclined to agree with you, given that we know what happens next. On the other hand, if you purely scope it to this period of time, these guys executed 10 out of 10 during the 1970–1990.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.