These Are the Goods

Articles

Management using buybacks to get paid instead of applying it within a proper capital allocation framework is why share repurchases get a bad rap (By Nongaap Investing)

The business with the most dollars wins (By Morgan Housel)

In the summer of 2014 Amazon embarked an all-out attack on Square (By Marc Rubinstein)

Stocks are rising and no one is selling (By Josh Brown)

This is why investing is sometimes more art than science (By Nick Maggiulli)

The evolution of investing over the past 70 years (By Ben Carlson)

Podcasts

When Daryl and others came in we lost our advantage (With Bill Simmons and Mark Cuban)

Make it better (With Patrick O’Shaughnessy and Sam Hinkie)

We have a finite amount of will power (With Josh Brown and Ben Carlson)

They have a cultural shelf life (With Sean Fennessey, Amanda Dobbins, and Steven Soderberg) 

Books

Expect nothing. Accept anything. (By Jerry Seinfeld)


My little guy got stuck inside this Tupperware

 

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