These Are the Goods
Posted July 15, 2018 by Michael Batnick
Articles
Reading is incredibly important, but it won’t give you a big advantage over others. It will just allow you to keep up.
By Andrew Thrasher
There is nothing “normal” about the distribution of investment returns and nothing straightforward about arriving at a specific return number
By Charlie Bilello
CEO Reed Hastings has promised negative free cash flow will persist for “many years.”
By Matthew Ball
Heads I win, tails you lose, now stick with the process
By Corey Hoffstein
Sometimes just showing up is all it takes to show that you care
By Ashby Daniels
A portfolio approach that doesn’t require being able to predict the unpredictable
By Josh Brown
We tend to form tribes around these debates and then use certain people as evidence that one tribe is better than the other
By Cullen Roche
You cannot get the feeling of market history from looking at a chart or reading a book
By Nick Maggiulli
A question and not a promise
By Ben Carlson
People believe in the crazy stuff they do.
By Morgan Housel
Podcasts
I’ve never been an investor per se.
With Ted Seides and Anthony Scaramucci
Endemics of fear repeat themselves
With Malcolm Gladwell
Your portfolio may look and appear less suicidal than a lot of other value strategies
With Corey Hoffstein and J.D. Gardner
This is one of the rare cases where the best performance was out of sample.
With Corey Hoffstein and Meb Faber
There was a period where people didn’t care enough about statistics and now they care about them too much.
With Bill Simmons and Chuck Klosterman
Books
Beware of men with theories that explain everything.
By Mark Bowden
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