These Are the Goods

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Articles

Great companies will attract good investors, but great companies at the right price will attract great investors.

By Jamie McGurk

While the rise of Technology stocks is a significant component of the reason that Growth outperformed Value over this turning point, about three quarters of the underperformance comes from Financials

By Chris Meredith

A moving target forecasting a moving target

By Josh Brown

The US stock market has underperformed equal weighting in 8 of 12 decades

By Meb Faber

There is no magic genie

By Nick Maggiulli

The details should be flexible

By David Perell

More than two-thirds of its employees are now under the age of 35.

By Ryan Krueger

College was never designed for the majority.

By Tony Isola

Podcasts

My role is essentially to be difficult

With Christine Benz, Jeffrey Ptak, and James Montier

90% of trading is still done by active traders

With Phil Bak and Craig Lazzara

Diversification is a terrible strategy in venture

With Barry Ritholtz and Scott Kupor

Books

For a moment, nothing happened. Then, after a second or so, nothing continued to happen.

By Douglas Adams

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