Gerry talks about the potential market size and the company's place in that market impacts how much he thinks a company is worth.
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Tuesday, June 20, 2023
Episode 57: SPAC Attacke
Gerry talks about Special Purpose Acquisition Companies, unintended consequences of things like decimalization and liquidity.
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Monday, June 12, 2023
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.
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Wednesday, June 07, 2023
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.
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