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

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

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...

(With apologies for Doug's audio) Doug leads with a TV ratings statistics that points to the atomization of mass culture and Gerry shoe...

Gerry dissects the headlines on a major website as an illustration of why the news is broken and our focus on the immediate hasn't serve...