service / likes
Vanguard
“Ben and David love their index funds. You know, we love Vanguard here. If you had bought the S&P 500 with that same $1,000, instead of $17 million today, you would have $170,000.”
Public evidence record
Host · Acquired
Books, apps, and tools
service / likes
“Ben and David love their index funds. You know, we love Vanguard here. If you had bought the S&P 500 with that same $1,000, instead of $17 million today, you would have $170,000.”
other / recommends
“There's a great one on the Florida Project, so I highly recommend Defunctland.”
other / recommends
“I highly recommend the channel, Animagraffs.”
hardware / likes
“The sightlines, man. The, the—I, I like going to Disneyland just to walk around.”
other / recommends
“I highly recommend Tifosi. They're also pretty cheap. I bought three pairs. They're goofy in different colors and they're fun.”
book / uses
“One great book I read for research was Last Man Standing to prep for the Jamie Dimon interview.”
other / uses
“I listened to an episode of Invest Like the Best about a year ago, which was a really, really long interview with Graham Duncan.”
app / uses
“I find switching costs to be relatively low. I use Gemini for some stuff, then it’s really easy to switch away.”
other / uses
“I watched the Google IO keynote with Glass and I watched a bunch of Glass content.”
paper / uses
“In fact, in particular, for each of these episodes now, I read the Worldly Partners research on the company we’re covering from front of the show, Arvind.”
app / uses
“Think about how I watch Netflix. I will watch Netflix tonight after we record on my Apple TV upstairs.”
other / recommends
“I highly recommend the Visa one as discussed earlier in the Network of Networks idea, if you haven't heard that”
Claim ledger
50 transcript-backed records
01 / uncertainty
“The cable side is declining, but the thesis is maybe they can, using the ESPN streaming service, I don't know that Disney would acknowledge that as a declining asset.”
02 / uncertainty
“Sure, people are churning off cable, but I don't know, that's manageable as long as your costs stay fixed.”
03 / uncertainty
“I mean, you can criticize them all you want today for raising prices, but they had, I don't know, 5 to 10x of you can raise the price and it wouldn't impact demand for a second back then.”
04 / uncertainty
“I haven't been in, I don't know, 15 years or something, but I have a visceral memory of the parade of animals walking down the aisle and just how uniquely they did the costume designs with the faces of the animals that sort of hover above their heads.”
05 / uncertainty
“Could you run a high-quality skinny service that reaches, I don't know, 30 to 50 million people who really just want the straight drip of Disney, but also make hundreds of millions of dollars licensing that content elsewhere, but just kind of spreading it around to make sure that when you have a big thing that you think is the equivalent of a box office hit, you do release it on Netflix to their 350-ish million people.”
06 / uncertainty
“The B-team is clearly working on the thing that's going to be lower budget, lower distribution, direct-to-video. We don't know how to do it.”
07 / uncertainty
“I turned over every stone I possibly could on this company and we spent, I don't know, the better part of the year so far researching this and I found zero evidence of that.”
08 / uncertainty
“I don't know, actually, that's almost like a capitalism moat to go pursue Snow White because there was no one else who really could have done it.”
09 / uncertainty
“In the long run, it's a pretty amazing strategy since they'd been paying I don't know, what is it, about a third of the total rentals to another distributor.”
10 / uncertainty
“Most of the time it's suggestions of how we should vote the shares, but I get where you're going that the fund manager of, let's say, one of these Vanguard or BlackRock grows to be, I don't know, 60% ownership of every company in America.”
11 / uncertainty
“I don't know. Everyone involved in these stories is long dead. It could be some of column A and some of column B.”
12 / uncertainty
“Even in, I don’t know, 2010 or something, you could walk into a jeweler who’s an authorized Rolex dealer and you could just buy something out of the case, which you cannot do today.”
13 / uncertainty
“This is where I think Rolex may have bought the shares back from Aegler. But again, we don’t know and we’ll never know because no one at Rolex will ever talk about that.”
14 / uncertainty
“Actually, they condemned the pier and took it down because it was really last year that it was still… I don't know.”
15 / uncertainty
“I don't know, it'd be hard, though. Their faces are so squeezed in those helmets.”
16 / uncertainty
“Assuming there's, I don't know, 15 races or something, that would be 135 distinct agreements between teams and local races.”
17 / uncertainty
“If you do the quick math on that $630 million and call it, I don't know, $30 a ticket, you come to the number of 21 million tickets sold at the box office.”
18 / uncertainty
“I don't know if you knew this, David. I talked to Zach Brown, the CEO of McLaren Racing to prep for this episode.”
19 / uncertainty
“One other point that I did miss while we're in TV broadcast land on the episode. David, I don't know if you knew this.”
20 / uncertainty
“"Walking up the stairs of the rotunda when the vote looked like a sure thing, Rozelle was ever his usual humble self. Congressman Boggs, I don't know how I can ever thank you enough for this.”
21 / uncertainty
“Let's assume it's 10%. I don't know if that's conservative or not, but it's less than 20%.”
22 / uncertainty
“I don’t know who the Coke II fans were, but it was available for you at some point.”
23 / uncertainty
“I don’t know if anyone’s told you this yet, but I think AI is the future, and it was quite helpful for me.”
24 / uncertainty
“Now, margins are a different story. They famously only mark up 11 to 14%, and Trader Joe's is probably, I don't know, it seems like about twice that.”
25 / uncertainty
“I don’t know, but at steady state it probably will be something like 25%, maybe up to 50%.”
26 / uncertainty
“I don’t know about that. I don’t know that Google would’ve become the dominant player in display ads.”
27 / uncertainty
“I don’t know if Larry said, hey, I really think you should do this on our behalf.”
28 / uncertainty
“Then the question becomes how profitable is the 50 billion in revenue? And officially we don’t know, but there are these great things called research firms out there that make our jobs that Acquired here much easier.”
29 / uncertainty
“I don’t know, it’s a little bit loose, but that’s what I’ve been kicking around.”
30 / uncertainty
“Most fairly good ideas are adjacent to even better ones.” I just thought, I don’t know.”
31 / uncertainty
“I have three institutions that I’ve gone to over the years for various other stuff that are all on Epic. I don’t know why that one hospital is still on Cerner.”
32 / uncertainty
“I don’t know about the industry, but for Epic, which I guess now for the industry.”
33 / uncertainty
“I think that’s a red herring. We don’t know what the bottom line price looks like.”
34 / uncertainty
“I don’t know anything you just said, so I got to go look it up because none of that made any sense to me.”
35 / uncertainty
“Many, many times—I don’t know if the number is close to 100% or some large percent of the time—they just don’t interview you.”
36 / uncertainty
“I don't know if it’s called an umpire or referee, but someone wearing a hat has a little camera on the top of their hat.”
37 / uncertainty
“I don't know why I would watch one of the first three periods of an NBA game or the first three quarters of the season.”
38 / uncertainty
“I don’t know if Lalit was thinking he would actually call IPL the Indian Cricket League, but then something else launches called the Indian Cricket League.”
39 / uncertainty
“I keep thinking about the fact that they can spend $20 billion to build a building, and the stuff that they spit out is so valuable that that $20 billion was a profitable investment in a matter of, I don’t know how many years.”
40 / uncertainty
“We don’t know the margin of the pet hospitals versus the dog food, versus the candy.”
41 / uncertainty
“Everybody who eats sugar today knows that if you’re eating sugar, it is triggering, I don’t know if it’s dopamine or serotonin, but there’s definitely a stimulus of a happiness release.”
42 / uncertainty
“In part, this is American capitalists coming into an industry. I don’t know if you know this or not, both of those families were Quakers.”
43 / uncertainty
“There’s a thing I want to bring up with you, and this has been a debate in the acquired Slack, I don’t know if you’ve seen it at all, around branding.”
44 / uncertainty
“There are two versions of the story, and we don’t know which one is true. Either way, David, it leads to this thing that you’re talking about, which is there’s a little bit of a funk or a little bit of a sourness in Hershey’s chocolate.”
45 / uncertainty
“I’m sure they don’t lose, but they don’t make as much money. I don’t know. Maybe they do lose money on online orders.”
46 / uncertainty
“I don’t know if it’s 860 million unique people or 860 million times a person walked into the door, but whatever.”
47 / uncertainty
“Maybe there’s, I don’t know, but yeah, you and I ran the numbers, I’ll pull up the spreadsheet real quick.”
48 / uncertainty
“I wish it had a new processor. I don’t know. It’s a bummer. They don’t care and it’s clear.”
49 / uncertainty
“I don’t know if it’s as religious, but they are looking to make money on everything they sell.”
50 / uncertainty
“I don’t know if you could walk up and try to order a hot dog that’s less than $1, but it is $1.”