Rolex

Acquired by Ben Gilbert and David Rosenthal

Jan 3, 2026299:43Technology

Rolex is a series of paradoxes. They sell obsolete and objectively inferior mechanical devices for 10-1000x the price of their superior digital successors… and demand is stronger than ever in history! Their products are...

Related Episodes

Continue listening to more episodes from Acquired.

The Home Depot

Sep 13, 2026 - 215:02

The Home Depot's founding story is like an Avengers movie… if the Avengers got fired, went broke, and sta...

Disney: The Renaissance and the Empire

Aug 9, 2026 - 272:56

In 1984, the Walt Disney Company was worth more dead than alive. Disney Animation — the heart of Walt's f...

The Walt Disney Company

Jun 21, 2026 - 271:29

The Walt Disney Company is the most successful enterprise ever created for monetizing human nostalgia. To...

Vanguard

May 17, 2026 - 228:05

Vanguard is the most effective vehicle ever created for participating in the fruits of American capitalis...

Ferrari

Apr 12, 2026 - 239:20

Ferrari is the pinnacle of luxury scarcity — across its entire 79-year history, the company has sold just...

Formula 1

Mar 2, 2026 - 269:31

Formula 1 is three competitions in one: a 200mph battle of the world's best race car drivers, the world c...

The NFL

Jan 27, 2026 - 257:18

The NFL is nearly synonymous with America today. Practically nothing is more quintessentially and univers...

Costco

Jan 2, 2026 - 181:47

Costco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an...