Episode 58: Overrated/Underrated

Gerry talks about the potential market size and the company's place in that market impacts how much he thinks a company is worth.

Episode 57: SPAC Attacke

Gerry talks about Special Purpose Acquisition Companies, unintended consequences of things like decimalization and liquidity.

Episode 56: Are You Experienced?

Gerry proposes a new name for the podcast. Gerry uses the example of Carvana (full disclosure: we own it) as a window into his thinking when it comes to evaluating a company.

Episode 55: Backdoor Pilots

(With apologies for Doug's audio) Doug leads with a TV ratings statistics that points to the atomization of mass culture and Gerry shoehorns in his (justified) disdain for ESG.