The mark of true quality is the closer you look, the more compelling it becomes.
Things with only a veneer of quality will become less impressive the closer you look.
They are hollow.
In the worst case, gilded turds.
From other episodes
- Gilded Turd and Grubby Truffle aren't the only two combinations.2026-04-20
- Steve Strassmann has a frame, Delicious Poison and Disgusting Cleanup.2026-04-13
- LLMs do the gilding better than the fundamentals.2026-04-13
- Can you muscle through the process or do you need a compounding process?2026-04-06
- Everyone can tell a Gilded Turd has value at the beginning.2026-03-30
- Selecting for good enough and selecting for great pull you in two different directions.2026-03-30
- Short time horizons structurally select for Gilded Turds.2026-03-30
- HP was injecting mandatory 15-minute support call wait times.2026-03-23