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100th Episode Special: Value After Hours: The Value / Growth Reversal, Munger's Mental Models, $VIX With Special Guests Ian Cassel, Mike Mitchell and Jason Buck

The Acquirers Podcast

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Is It a Problem With D T C?

I don't know enough to talk about the unit economics and stuff, selling mattresses and boxes as always seem to be tough business to me. If i were betting man, i would say that probably a lot of the businesses continue to execute. And maybe they do totally like work out from a business sense, but you may not go anywhere for ten years on a stock priceand you have to grow into your valuation. A j t wod what? What do you think? Where are we in the the turn? Have we seen?"

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