Acquired10 Years of Acquired (with Michael Lewis)
Hosts Ben Gilbert and David Rosenthal celebrate a decade of Acquired alongside legendary author Michael Lewis, reflecting on their journey from startup podcast to must-listen business show. The conversation reveals hard-won insights about company durability, unexpected origins, and the gap between great stories and investment performance—lessons earned through analyzing hundreds of companies over ten years.
Key takeaways
- •Great companies often emerge from morally ambiguous or surprising origins, as Nintendo's transformation from yakuza-serving gambling card maker to beloved gaming giant demonstrates.
- •Company longevity and fascinating history don't automatically translate to strong investment returns—even century-old businesses can underperform market benchmarks.
- •Durability matters more than most investors realize, with truly great companies surviving multiple business model pivots across decades or centuries.
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