These Are the Goods

Posted by

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

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

Now Read This