The Long Only Podcast

Gerry discusses the features and bugs of investing in private companies versus public companies.

Gerry and Doug talk about an article in The Free Press about men leaving the dating pool and what this could mean for all of us.

Gerry and Doug peruse the headlines...which basically just turns into a discussion about the UAW strike and a mild rant about rich power being obsessed with (allegedly) elite colleges. 

Some things never change. Some do. Successful investing requires us to recognize the difference between the two.

Doug complains about his checking account balance needing constant monitoring, which Gerry uses to springboard into a conversation about George Gilder's  concept of time as it relates to inflation. Find George on Amazon here .

Gerry pulls rank and asks the questions this week, getting to the reasons for why we do what we do.

It's episode 65! That means this show is old enough to apply for Medicare. Gerry and Doug talk about another analyst  who shares their belief that the Fed is beating a dead horse when it comes to inflation.

Bad management is sometimes hard to define, but obviously, it can kill a company and ruin an otherwise good product. Gerry opines on some management red flags. Visit our website . Follow us on Instagram .

After talking about country music and college football, Gerry tries to keep his blood pressure down as he breaks down the Madoff series on Netflix.

Gerry minces no words when it comes to his opinion of short selling and discusses the short squeeze on one of our companies. Like in  all short squeezes, what goes around comes around.

Gerry and Doug talking about business efficiency, paradigm shifts and bowling with two hands.

Bad news is bad news. Good news is bad news. Medium news is good news.

What do aging baby boomers have in common with poor investing? Listen and find out as Gerry makes the connection. (Actually, given the average person's investing habits, it's not that much of a leap.)

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 it comes to evaluating a company.

(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.

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 served us well at all.

In a word, "yes". Gerry opines on why stocks are saying "normal" movements in some stocks that would have raised some eyebrows back in the old days.

Mark Zuckerberg's choice of hobby during the pandemic shows us once again that, whatever the rules are, the rich are going to get by.

Gerry and Doug parlay years of watching LA Law and Ally McBeal into a discussion on an upcoming SCOTUS case and bitcoin happenings.

Gerry and Doug talk about the regulatory state, crypto, sitting in cash for decades and  bank panics during the Gilded Age.

Why are healthcare, college and housing so expensive? You get one guess.

Is "go woke, go broke" true and how does what is "good" fit into free enterprise? Gerry and Doug   talk about  Bud Light.

Gerry explains the art of valuing companies.