America

part of Americas

16 statements across 13 episodes · 3 bullish · 2 bearish · 4 people on the record · first statement Sep 22, 2021 by David Rosenthal · across every show →

Everything said about America, oldest first

Sep 22, 2021
Assertion Supported
Standard Oil controlled 90% of the US oil business
“Standard Oil controls 90% of the oil business in America.”
David Rosenthal Sep 22, 2021 ▶ 1:33:13 Standard Oil Part I · Acquired
Jul 19, 2022 neutral
Assertion Partly supported
Discount retailers now account for roughly 87% of US retail market share
“I think it's 87% of market share in America is discounters.”
David Rosenthal Jul 19, 2022 ▶ 1:11:03 Walmart · Acquired
Jul 19, 2022 neutral
Assertion Supported
90% of the US population lives within 10 miles of a Walmart
“Today, 90% of America lives within 10 miles of a Walmart, but there are three places where that is not true, and a fourth kind of where it's technically true but not in spirit.”
David Rosenthal Jul 19, 2022 ▶ 2:14 Walmart · Acquired
Nov 29, 2022
Assertion Partly supported
Rosenthal: InterNorth was America's largest pipeline company in 1985
“InterNorth, at this point in time, no Berkshire Hathaway involvement, is the largest pipeline company in America.”
David Rosenthal Nov 29, 2022 ▶ 22:43 Enron · Acquired
Dec 19, 2022 bullish
Opinion
Rosenthal: Walmart was the first applied technology company in America
“I still think that they were the first applied technology company in America.”
David Rosenthal Dec 19, 2022 ▶ 32:23 Holiday Special 2022 · Acquired
May 30, 2023
Assertion Not yet assessed · timeframe May 2023
Rosenthal: Over half of Americans in 1955 feared nuclear death most
“In 1955, there was a national poll that asked the question, what do you think you are most likely to die from? And over half of America responded that they thought they were most likely to die in thermonuclear war.”
David Rosenthal May 30, 2023 ▶ 35:59 Lockheed Martin (Audio) · Acquired
Jul 25, 2023 neutral
Assertion Not checkable as stated
Running for Recreational Fitness Was a Foreign Concept in 1960s America
“The idea of running not to win, but to run for joy or for physical fitness was an entirely foreign concept.”
David Rosenthal Jul 25, 2023 ▶ 50:41 Nike (Audio) · Acquired
Aug 21, 2023 positive
Assertion Supported
Kirkland Signature is America's largest consumer packaged goods brand
“It's America's largest consumer package brand.”
Ben Gilbert Aug 21, 2023 ▶ 1:38:05 Costco (Audio) · Acquired
Oct 30, 2023 negative
Opinion
Munger says sports betting and casinos are not good for America
“No, of course not. Are the dog tracks and racetracks of America, are the casinos good for America? Of course not. They're just very popular.”
Charlie Munger Oct 30, 2023 ▶ 5:55 Charlie Munger (Audio) · Acquired
Oct 30, 2023 positive
Assertion Not checkable as stated
Costco sold cheaper than anyone with efficient stores and 10-foot parking spaces
“Well, they really did sell cheaper than anybody else in America, and they did it in big efficient stores, and all the parking spaces were 10 feet wide instead of eight feet nine or whatever they normally are.”
Charlie Munger Oct 30, 2023 ▶ 13:10 Charlie Munger (Audio) · Acquired
Jan 22, 2024 negative
Assertion Supported
United States life expectancy declined recently despite higher healthcare spending
“The thing that isn't good is that the average life expectancies have actually declined in America the last few years, despite the fact that we're spending more money.”
Ben Gilbert Jan 22, 2024 ▶ 3:16:25 Novo Nordisk (Ozempic) · Acquired
Jan 22, 2024
Assertion Supported
Eli Lilly's United States insulin sales grew from $700M to $2.6B
“In 1999, I think it was, Eli Lilly sold seven hundred million dollars of insulin in America. 1999. By 2017, just two of their products sold 2.6 billion dollars in America.”
Ben Gilbert Jan 22, 2024 ▶ 2:44:24 Novo Nordisk (Ozempic) · Acquired
Jun 4, 2024 neutral
Assertion Partly supported
Schultz: Starbucks introduced the caffè latte to America without trademarking it
“The other thing I didn't do is we introduced cafe latte to the, to America. We didn't trademark it. You know, we trademarked Frappuccino later on, but we didn't trademark cafe latte.”
Howard Schultz Jun 4, 2024 ▶ 46:47 Starbucks (with Howard Schultz) · Acquired
Dec 16, 2024
Assertion Supported
Over 40,000 different candy bars were manufactured in 1920s America
“So by the end of the 19 twenties, there are more than 40,000 different candy bars being made in America.”
David Rosenthal Dec 16, 2024 ▶ 36:56 Mars Inc. - The Chocolate Story (Audio) · Acquired
Feb 24, 2025 neutral
Assertion Not checkable as stated
Gilbert: In the 1980s, Europe had a watch culture while America did not
“And it's important to say here, in Italy, there is a real watch culture. This is true in various parts of Europe at this point in time, in a way that, in America, there's actually not watch culture.”
Ben Gilbert Feb 24, 2025 ▶ 2:35:34 Rolex (Audio) · Acquired
Nov 24, 2025
Assertion Supported
Sprite actually originated in Germany as 'Fanta Clear Lemon' before US rebranding
“Sprite is Fanta clear lemon from Germany. That they brought over to America and rebranded it as Sprite.”
David Rosenthal Nov 24, 2025 ▶ 3:19:29 Coca-Cola: The Complete History & Strategy (Audio) · Acquired
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