These Are the Goods

Posted September 10, 2023 by Michael Batnick

Articles

You can’t always get what you want when you want it. (By Heather Boneparth)

While Bezos was probably a fantastic CEO, his company’s survival came down to a timely bond sale just before the market collapsed. (By Jack Raines)

The main challenge to pursuing a value investing strategy is that cheap assets can remain cheap for extended periods of time, leaving investors to wonder if they’ve bought a value trap or a melting ice cube. (By Brian Chingono)

The higher my desire for fancy stuff, the less real value I have to offer. (By Morgan Housel)

A brief summary of the doomer’s economic vision for America (By Scott Galloway)

This is the culmination of a 25-year shift in business model for the cable companies (By Ben Thompson)

Jimmy Buffett was the first person to create a business out of a personal brand (By Blair duQuesnay)

It’s easy to imagine how our financial lives would’ve turned out had we sold this or bought that. (By Nick Maggiulli)

Investors shouldn’t expect to see the same levels of drawdowns in bonds going forward. (By Ben Carlson)

With the benefit of hindsight, all of these things are obvious to us (By Barry Ritholtz)

Podcasts

Life is worth living (With David Senra)

The whole cable package in an app (With Bill Simmons and Ben Thompson)

What the fuck is this guy doing (With Ryen Russillo)