David Rosenthal
1,366 posts
David Rosenthal
@djrosent
- Sorry for the delay on this one y'all... Jennie and I had a kid between Volumes 1 and 2 😀👶In your podcast players now. (Finally!)
- Learning that Walmart sells Rolexes (and they're on Cyber Monday sale!) is the craziest thing I've heard in quite a while.
- If anyone worries a 3.5hr podcast on a defense contractor isn’t relevant to them (as I was before we dove into research) — there is SO much to learn from Lockheed’s Skunk Works philosophy. So glad our LPs had us do this one!
- The only thing that makes me sad about this release is the finality that it's over. This ep is the culmination of a 12-month journey (starting with LVMH), and I don't think we've ever grown so much, had this much fun, or learned so many things to apply @AcquiredFM itself. Enjoy!
- Also just for scale/context on RenTec, if you'd invested $1000 in their Medallion Fund in 1988, that would've compounded to $46.5 BILLION today. That is, if you'd been allowed to keep your $ in, which you most certainly wouldn't have been!
- Picked up my copy of Made in America and was reminded that Sam Walton put his own blurb on the back cover. Legend.
- Pretty sure this is my favorite piece of @AcquiredFM research to date: Phil Knight's commencement address (which was also the ~first draft of Shoe Dog) at my @StanfordGSB graduation in 2014. 🙂 Hard to tell but I think that's me circled in the audience.
- Ok folks, researching our next @AcquiredFM episode on @LockheedMartin (as chosen by LPs!). Prophets of War is good, but pretty light on actual LMT corporate history and clearly has an agenda. What other sources (besides Skunk Works which is up next) should I read/consume?
