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These Are the Goods

By Ilene
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These Are the Goods

Courtesy of 

Articles

Management using buybacks to get paid instead of applying it within a proper capital allocation framework is why share repurchases get a bad rap (By Nongaap Investing)

The business with the most dollars wins (By Morgan Housel)

In the summer of 2014 Amazon embarked an all-out attack on Square (By Marc Rubinstein)

Stocks are rising and no one is selling (By Josh Brown)

This is why investing is sometimes more art than science (By Nick Maggiulli)

The evolution of investing over the past 70 years (By Ben Carlson)

Podcasts

When Daryl and others came in we lost our advantage (With Bill Simmons and Mark Cuban)

Make it better (With Patrick O’Shaughnessy and Sam Hinkie)

We have a finite amount of will power (With Josh Brown and Ben Carlson)

They have a cultural shelf life (With Sean Fennessey, Amanda Dobbins, and Steven Soderberg) 

Books

Expect nothing. Accept anything. (By Jerry Seinfeld)

My little guy got stuck inside this Tupperware

  

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Note: The material presented in this commentary is provided for informational purposes only and is based upon information that is considered to be reliable. However, neither PSW Investments, LLC d/b/a PhilStockWorld (PSW) nor its affiliates warrant its completeness, accuracy or adequacy and it should not be relied upon as such. Neither PSW nor its affiliates are responsible for any errors or omissions or for results obtained from the use of this information. Past performance, including the tracking of virtual trades and portfolios for educational purposes, is not necessarily indicative of future results. Neither Phil, Optrader, or anyone related to PSW is a registered financial adviser and they may hold positions in the stocks mentioned, which may change at any time without notice. Do not buy or sell based on anything that is written here, the risk of loss in trading is great.

This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities or other financial instruments mentioned in this material are not suitable for all investors. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only intended at the moment of their issue as conditions quickly change. The information contained herein does not constitute advice on the tax consequences of making any particular investment decision. This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation to you of any particular securities, financial instruments or strategies. Before investing, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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