One of the things I have come to believe is that most successful companies in the history of the world are built on a first derivative of the core business. Let me give an example. >> Union Pacific railway massively successful made more money selling land and homes than building rail than carrying stuff on a railway. Google like you search you get ads like first derivative. First derivatives are what build enduring companies and also misunderstands first derivative businesses. Hey everybody, we have Cass on ...