Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
27 Jun 2023 Acquired Porsche (with Doug DeMuro)
“Prospects going forward, though, for revenue growth, I think are still quite strong.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 27 Jun 2023
- Publisher
- Acquired
- Episode
- Porsche (with Doug DeMuro)
Transcript context
…Closing your eyes to where they're trading today because you always have to evaluate entry price and all that. Are you excited about the company's prospects, 10, 20, 30 years from now? All right, let's do revenue growth first. Growth has been impressive at this scale, not at the rate of the highest growers that we've seen, but still, nonetheless, impressive. Prospects going forward, though, for revenue growth, I think are still quite strong. We're obviously in a very different market environment than we have been in the past few years, but Porsche is incredibly well-positioned on EVs relative to other traditional manufacturers. That's actually my whole bull case.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.