These Are the Goods

Articles

In my investing lifetime, I’ve seen countless companies fall from grace

By Jonathan Clements

You don’t necessarily get a real cheapening of the value factor despite its losses. If you lose on fundamentals you just lost. That happens. It’s fair.

By Cliff Asness

Snapshot-based analyses don’t correspond to the experience that most investors have in the markets.

By Nick Maggiulli

In 1973, 40% of homes had 1.5 bathrooms or fewer. In 2015, just 4% had fewer than 1.5 bathrooms.

By Ben Carlson

Many films today are perfect products manufactured for immediate consumption

By Martin Scorsese 

Advisors are still answering to clients for fund choices every day, week, month, quarter and year

By Josh Brown

 

Podcasts

The most rewatchable movie I’ve ever seen

With Sean Fennessey, Chris Ryan, and Adam Nayman

You were thinking of getting out of the biz

With Conan O’Brien and Zach Galifianakis 

I was addicted to risk

With Joe Rogan and Artie Lange

Books

Google searches are the most important dataset ever collected on the human psyche

By Seth Stephens-Davidowitz


 

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