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Acquired

Holiday Special 2023

Sun, 17 Dec 2023

Description

Ben has some big news. Actually, double big news! On what has become a holiday tradition here at Acquired, we cozy up to the fire to do our annual review of the show “in public”. We reflect on what can only be described as an absolutely mind-blowing 2023 (LVMH! Jensen! Costco! Charlie! Half a million plus listeners!) and look ahead to some big things cooking for 2024. Plus as always, we wrap with extended carve outs (joined this year by some surprise guests) for anyone still shopping for those holiday perfect gifts.Huge thank you to everyone for making 2023 an amazing year again here in Acquired-land, and cheers to even greater things to come in 2023!Sponsors:Anrok: https://bit.ly/anrokacquiredStatsig: https://bit.ly/acquiredstatsig24Anthropic: https://bit.ly/acqclaudeMore Acquired!:Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!© Copyright 2015-2025 ACQ, LLCLinks / Extended Carve Outs!The Psychology of MoneyThe Artist’s WayTransitionsThinking, Fast and SlowZojirushi hot water heaterNike Pegasus Trail 4 GORE-TEXMillJune OvenSiloAliasWarby Parker Amari glassesHoka Ora recovery shoesAdobe Light RoomThe Eureka Theory of Everything is Wrong by Derek ThompsonThe Luxury StrategyCandideThe QB SchoolMNF ManningCastThe Eras TourUppababy VistaThe Joolz Aer PlusCocoAt Present‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Audio
Transcription

Full Episode

00:00 - 00:04 Ben Gilbert

I am loving that you also busted out the holiday sweater.

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00:05 - 00:17 David Rosenthal

Feels very appropriate. Yes, I purchased this holiday sweater at the Seattle Nordstrom for our 2019 live show at the University of Washington. It's like two months before the pandemic hit. That's right.

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00:18 - 00:34 Ben Gilbert

And I think I wore it last year, too. I feel like you did. Yeah, we were right behind me. I wish we were doing it again this year, but it seems prudent to not have a father of a toddler hopping on an airplane and then sit in a confined space with me for five hours right now.

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00:35 - 00:38 David Rosenthal

A lot of germs in my life right now.

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00:00 - 00:00 Ben Gilbert

Thank you for your precautions. Welcome to Season 13, Episode 5, the season finale and holiday special of Acquired, the podcast about great companies and the stories and playbooks behind them. I'm Ben Gilbert.

00:00 - 00:00 David Rosenthal

I'm David Rezenthal.

00:00 - 00:00 Ben Gilbert

And we are your hosts. You see what I did there, David? I did. I did. No technology. No technology. No technology. Yes, I motion to, you know, the whole board of directors here that we drop technology from our intro since I crunched the numbers and four of the 14 episodes we did this year were technology companies.

00:00 - 00:00 David Rosenthal

All right. Well, it's a good thing that there are no other board members required besides you and me because I am in full agreement. Unanimous. And otherwise we would have had a deadlocked vote there one to one.

00:00 - 00:00 Ben Gilbert

That's true. And I don't think our charter really actually ever accounts for what to do in that circumstance. So Yes, listeners, if you count Lockheed Martin, it's five. If you count Visa, it's six.

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