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tech companies

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jul 19, 2022 by David Rosenthal · across every show →

Everything said about tech companies, oldest first

Jul 19, 2022 positive
Opinion
Walmart's partnership model is psychologically superior to modern tech stock options
“I actually think this is super brilliant. I was thinking about this with regard to tech companies today and everything. And like, even though employees of tech companies get much better economic deals with stock options, I think psychologically, this is a bett…”
David Rosenthal Jul 19, 2022 ▶ 1:02:44 Walmart · Acquired
Aug 30, 2022 neutral
Disclosure
Howard Marks: Oaktree Historically Avoided Contact With Tech Companies
“In the credit field, where I've spent the last 44 years, we historically have not had contact with what you would call a tech company.”
Howard Marks Aug 30, 2022 ▶ 14:24 Howard Marks & Andrew Marks: Something of Value · Acquired
Nov 27, 2023 bullish
Opinion
Visa's financial profile is superior to any major tech company
“The financial profile of Visa's business is more tech than any of the tech companies. It is what they all wish they could have.”
Ben Gilbert Nov 27, 2023 ▶ 3:14:59 Visa (Audio) · Acquired
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