These Are the Goods

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Articles

Experience is not the same thing as expertise.

By Ben Carlson

The difference between Value and Momentum lies in where the mistake happens

By Jesse Livermore, Chris Meredith, CFA, and Patrick O’Shaughnessy, CFA

So, once more I raise my lance, spur on my faithful destrier, and charge, dreaming the impossible dream that this time I’ll be more convincing.

By Cliff Asness

How many investors buy stocks thinking they will sell at the bottom?

By Nick Maggiulli

I think Einhorn should short Einhorn

By Michelle Cellarier

Podcasts

Rooting for the underdog is a form of moral weakness

With Malcolm Gladwell and Adam Grant

Since I was born I’ve seen nothing in this country but war.

With Rukmini Calliamachi

Millennials didn’t pull $180 billion out of Fidelity.

With Michael and Ben

GOATs by generation.

With Bill Simmons and Rich Kleiman

Taking advantage of the darkest night.

With Patrick O’Shaughnessy and Mike Zapata

Books

Holmes and her company had overpromised and then cut corners when they couldn’t deliver.

By John Carreyrou

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