Special: 2016 Review and 2017 Predictions
Acquired11 Jan 2017

Special: 2016 Review and 2017 Predictions

Ben & David wrap up 2016 with a review of the top tech themes we discussed on the show this year, and look forward to which themes we think will be relevant in the coming year. Can our hosts predict the future? Tune-in in 2018 to find out! Note: we apologize for the less-than-amazing audio quality on this one. We’re still working on tuning our remote recording setup!

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Topics covered include:
  • Our top tech themes of 2016, including the first annual Acquired "Theme of the Year”: Aggregation Theory (surprise, surprise)
  • Themes we think will be most relevant as we head into 2017
  • Extended Carve Outs!

The Carve Out(s):

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Avsnitt(217)

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Disney: The Renaissance and the Empire

Disney: The Renaissance and the Empire

In 1984, the Walt Disney Company was worth more dead than alive. Disney Animation — the heart of Walt's famous flywheel — had stagnated for years, bleeding away talent while corporate raiders circled,...

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The Walt Disney Company

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Vanguard is the most effective vehicle ever created for participating in the fruits of American capitalism. Today it’s the single largest equity owner of the majority of corporations in the S&P 500, o...

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Ferrari

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Ferrari is the pinnacle of luxury scarcity — across its entire 79-year history, the company has sold just 330,000 cars at an average price today of $500,000. For context, Hermès sells that many Birkin...

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Costco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an absolutely fascinating study in how seemingly opposite characteristics can combine to create i...

4 Mars 2h 53min

Formula 1

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Formula 1 is three competitions in one: a 200mph battle of the world's best race car drivers, the world cup of engineering where thousand-person teams spend hundreds of millions designing cars from sc...

2 Mars 4h 18min

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