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Evidence receipt / recommendation

Published · transcript-backed

David Rosenthal: recommendation

25 Nov 2019 Acquired Disney, Plus

“I think, rather than acquisition category because there's so many of them, what if we do bull and bear narratives here?”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
recommendation
Recorded
25 Nov 2019
Publisher
Acquired
Episode
Disney, Plus

Transcript context

…And honestly, if that's $18–$19, that's not that much more than that word Netflix has raised their prices for HD and definitely when you compare to their 4K offering. Exactly. It's promising, I think, but as always, they're a bunch of nuances to tease out here. Let's see. Where should we start? I think, rather than acquisition category because there's so many of them, what if we do bull and bear narratives here? Yeah, that sounds great. So, the bull narrative is the image that I always picture in this scenario. It's the hero running out the building that is exploding behind them and managing to just barely make it out alive.…

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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