Europe

6 statements across 5 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Sep 22, 2021 by David Rosenthal · said 192 times in 35 episodes since 2021 · across every show →

Mentions by year

brought up most by David Rosenthal (122), Ben Gilbert (52), Brendan Eich (4), Howard Schultz (3), Doug DeMuro (3), Jim Weber (2), Daniel Ek (2), Peter Fenton (1)

tap a year for its mentions
003056010202120222023202420252026episodesmentions
0510202120222023202420252026episodes it came up in
007.551510202120222023202420252026episodesmentions per episode
2026 42 mentions in 4 episodes 11 per episode
2025 23 mentions in 8 episodes 3 per episode
2024 57 mentions in 5 episodes 11 per episode
2023 30 mentions in 6 episodes 5 per episode
2022 34 mentions in 9 episodes 4 per episode
2021 6 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Europe, oldest first

Sep 22, 2021
Assertion Supported
Rockefeller's business exported two-thirds of its kerosene overseas by 1866
“Well, so by the very next year in 1866, the fledgling standard oil company is already selling two thirds of their kerosene overseas, primarily to Europe.”
David Rosenthal Sep 22, 2021 ▶ 56:27 Standard Oil Part I · Acquired
Jun 27, 2023
Assertion Supported
Porsche's Dealership Business Earned More Revenue Than Its Manufacturing Arm
“So by the time in the early 2000, when it all gets consolidated back into one company for most of the two separate histories, that was the larger company by revenue. So the Austrian Porsche company becomes the largest Car dealer network in Europe, not just for…”
David Rosenthal Jun 27, 2023 ▶ 36:42 Porsche (with Doug DeMuro) · Acquired
Jun 27, 2023 neutral
Assertion Partly supported
Porsche's 2022 Re-IPO Is Europe's Largest IPO Ever
“The Porsche re-IPO is the largest European IPO of all time.”
David Rosenthal Jun 27, 2023 ▶ 2:40:20 Porsche (with Doug DeMuro) · Acquired
Oct 30, 2023 negative
Opinion
Munger warns modern democracies risk becoming dysfunctional like Europe after blow-ups
“Yes, an unpleasant blow up of some kind. And God knows what happens after an unpleasant blow up with our modern democracies. You would get to see a lot like Europe, which is quite dysfunctional.”
Charlie Munger Oct 30, 2023 ▶ 47:44 Charlie Munger (Audio) · Acquired
Jan 22, 2024 neutral
Assertion Contradicted
Germany directed Novo to supply insulin across Nazi-occupied Europe
“They are now essentially the official Nazi-sanctioned insulin provider for all of Nazi-occupied Europe. So, the German government basically directs Novo To massively expand production and supply insulate, you know, not only to Germany, but to France, to Poland…”
David Rosenthal Jan 22, 2024 ▶ 54:01 Novo Nordisk (Ozempic) · 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
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