These Are the Goods

Articles

The market’s tolerance for high growth, high valuation perennial money losers appears to have run out. (By Samantha McLemore)

In aggregate, Sequoia-backed companies account for more than 25% of NASDAQ’s total value. (By Marc Rubinstein)

Sometimes the best misdirection is not to use any (By Bob Seawright)

Resilience is an underrated superpower and it is something we can develop. (By Phil Pearlman)

In 2022, things will start to get weird (By Mario Gabriele)

Viva the Optimists. (By Packy McCormick)

 In the long-run, things almost always work out for the better; but in the short-run, anything and everything can go very badly. (By Sam Ro)

Two plus one equals ten (By Morgan Housel)

Podcasts

I see a lot of value in naive energy (With Patrick O’Shaughnessy and Ricky Sandler)

Investors are really excited about car companies even though car companies are barely selling any cars (With Tracy Alloway, Joe Weisenthal, and Nat Bullard)

Amazon spent more money on capex in the last two years than they did in the preceding 20 years (With Patrick O’Shaughnessy and Gavin Baker)