These Are the Goods

Posted September 3, 2023 by Michael Batnick

Articles

All the lessons I’ve learned over the years (By Corey Hoffstein)

If you have to choose between understanding how the world should work in theory vs. how it actually works in practice, lean towards the latter (By Morgan Housel)

Operating in an industry where mid-single digit margins are a sign of success, starting with a high single-digit cost disadvantage makes for a difficult path. (By Byrne Hobart)

It’s only companies operating in extremely competitive environments that boast they are in a league of their own (By Marc Rubinstein)

Life is too short to work on things that don’t make you come alive. (By Nick Maggiulli)

I want to share some stuff about where we are taking it all (By Josh Brown)

Podcasts

Evaluate the evaluators (With Bill Simmons and Michael Lombardi)

Apple TV+ only has 15 million subscribers (With Matt Belloni and Julia Alexander)

You need to make yourself a big target for luck (With David Senra)