These Are the Goods

Posted October 1, 2023 by Michael Batnick

Articles

What are all these GPUs being used for? Who is the customer’s customer? (By David Cahn)

The company’s global parks attendance is not much higher than it was a decade ago; the primary driver of improved financial results in Disney’s Parks business has been a more than 100% increase in per capita guest spending. (By Alex Morris, paid)

Life is about change (By Michael Antonelli)

Some things I believe about investing (By Ben Carlson)

Some beliefs that are objectively false can be practically useful (By Nick Maggiulli)

Podcasts

If you’re following the rules, the defense has the advantage (With Bill Simmons and Michael Lombardi)

How pessimistic do you have to be to think rocks are going to outperform humans? (With Joe Weisenthal, Tracy Alloway, and Morgan Housel)

We got the fuckn money (With Matt Belloni and Adam Conover)