These Are the Goods
Posted July 7, 2019 by Michael Batnick
Articles
The overstated earnings hypothesis carries significant implications for individual stock selection and overall stock market valuation
By Jesse Livermore
These things are harder to stick with than they look like in presentations
By Cliff Asness
He built six hundred and twenty-seven miles of parkways and expressways, every modern bridge in New York, reshaped the whole park system, et cetera. And I didn’t have any idea where he got the power to do this.
By David Remnick
The sad fact of life for active managers is that they devote their careers to making markets more efficient, but if they succeed too well then they put themselves out of work
By Matt Levine
Somewhere along the way, the “lost decade” got lost and the last decade became all that mattered.
By Phil Huber
Construction requires engineers; demolition only requires a sledgehammer.
By Morgan Housel
If a tweet doesn’t come to me within 5-15 seconds, there isn’t anything there.
By Ramp Capital
Our final memories of an event– whether it’s a concert, a vacation or even an examination – is disproportionately impacted by how we recall the end of the experience
By Barry Ritholtz
All of these questions come down to making tradeoffs
By Nick Maggiulli
How does an online community of your own colleagues help you grow your own business?
By Douglas Boneparth
Podcasts
People work three times as hard on their own ideas versus ideas that are put on them
With Corey Hoffstein and Chris Meredith
Instead of a shared culture, it’s a million little cults
With Derek Thompson and Matt Zoller Seitz
The single most challenging and difficult business strategy question
With Patrick O’Shaughnessy and Bill Gurley
The absurdity of American meritocracy
With Malcolm Gladwell
It’s hard to think objectively about one’s own personal experiences
With Russ Roberts and Adam Cifu
Monster tail risk selling with a huge amount of leverage
With Corey Hoffstein and Benn Eifert
Books
It’s a gold mine. Cash just comes in every day.
By Anita Elberse
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