France

6 statements across 3 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Jun 27, 2023 by David Rosenthal · said 78 times in 14 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (56), Ben Gilbert (20), Doug DeMuro (2)

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007.5215420222023202420252026episodesmentions per episode
2026 9 mentions in 3 episodes 3 per episode
2025 12 mentions in 3 episodes 4 per episode
2024 45 mentions in 4 episodes 11 per episode
2023 10 mentions in 2 episodes 5 per episode
2022 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about France, oldest first

Jun 27, 2023 neutral
Assertion Supported
Ferdinand Porsche and Anton Piëch Were Imprisoned Following World War II
“After the war, Ferdinand and the son-in-law, Anton Piache, are both arrested by the French as war criminals. Tried in France, they end up being imprisoned for two years in France.”
David Rosenthal Jun 27, 2023 ▶ 22:55 Porsche (with Doug DeMuro) · Acquired
Feb 20, 2024 positive
Assertion Partly supported
62% of Hermès' 21,000 employees are based in France.
“So they have 21,000 total employees. 7000 are artisans. 62% of employees work in France, so they really have stayed French. They've not outsourced. They have 54 production sites in France, or what they call workshops, and they manufacture 76% of the objects th…”
Ben Gilbert Feb 20, 2024 ▶ 3:13:26 Hermès (Audio) · Acquired
Feb 20, 2024 positive
Assertion Partly supported
Hermès manufactures 85% of its products by hand in France.
“And uniquely, Hermes still does 85% of their production by hand by Mastercraft's people in France, as we will talk a lot about.”
David Rosenthal Feb 20, 2024 ▶ 5:05 Hermès (Audio) · Acquired
Feb 20, 2024 positive
Insight
French nobility heritage creates an irreplicable competitive moat for luxury houses.
“No matter where you live in the world and no matter what your cultural background is, when you attain this status, there's still something about this connection to French and European nobility that you cannot buy from a brand from any other country.”
David Rosenthal Feb 20, 2024 ▶ 1:44:54 Hermès (Audio) · Acquired
Feb 20, 2024 neutral
Assertion Partly supported
76% of Hermès production is in France, while 85% is sold abroad.
“Today, 76% of their production is in France, and 85% is sold outside of France.”
Ben Gilbert Feb 20, 2024 ▶ 2:27:28 Hermès (Audio) · Acquired
Feb 24, 2025
Assertion Supported
Gilbert: French Huguenot refugees brought watchmaking expertise to Geneva in the 1500s
“In the late 1500, the French had been rising as a watchmaking powerhouse. And when the balance of power changed in France and the Catholics came to power, the French Huguenot refugees who had talents in jewelry and metalwork and watchmaking fled to Geneva.”
Ben Gilbert Feb 24, 2025 ▶ 52:48 Rolex (Audio) · Acquired
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