Acquired
Rolex
Every company has a story.
Learn the playbooks that built the world’s greatest companies — and how you can apply them.
Show Notes
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 comparable to a Hermès Birkin bag in price, luxury status and waitlist times… yet they produce over 1m units / year (roughly 10x annual Birkin production). They make the most universally recognized and desired Swiss watches… yet their founder wasn’t Swiss and didn’t start the company in Switzerland! If Rolex were publicly traded, they’d almost certainly be among the top 50 market cap companies in the world… yet they’re 100% owned by a charitable foundation in Geneva that (among other things) literally just gives away money to local people in the city.
Tune in for one of the most fascinating and admirable companies we’ve ever covered on Acquired. We had an absolute blast making the episode, and hope you enjoy it as much as we did!
This episode was released on February 23, 2025.
Sponsors:
WorkOS: https://bit.ly/workos25
Intapp: https://bit.ly/intappceleste
Sentry: https://bit.ly/acquiredsentry
Anthropic: https://bit.ly/acquiredclaude25
Links:
The Renaissance of the Swiss Watch Industry - Marc Bridge
HODINKEE - Inside All Four Rolex Manufacturing Facilities
“If you were…” campaign
Worldly Partners’ Multi-Decade Rolex Study
Episode sources
Carve Outs:
Bluey
Acquired on Armchair Expert
Eleven Reader
More Acquired!
Get email updates with hints on next episode and follow-ups from recent episodes
Join the Slack
Subscribe to ACQ2
Merch Store!
© Copyright 2015-2026 ACQ, LLC
Note: 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.
Transcript not yet processed.
Sign in to unlock (1 credit)
Free to start
Full transcripts, AI insights,
Full transcripts, AI insights,
episode chat — free.
Sign up with Google in one click. 10 unlock credits included. No card needed.
Google sign-in · No credit card · Cancel anytime