David’s Articles

David has been writing and publishing since 2006.  

09/17/2021 – Issue 441

Sep 17, 2021 | Fifteen on Friday

This week’s highlights:  Social Media, Dud Stocks, and Daily Movement


Breathtaking views on the Independence Pass this week – literally – air was so thin up there

Issue 441

Happy Friday!

Hope the week has been a great one for you.  Back in action here after a ton of travel over the Labor Day weekend, last weekend, and this week.  While the Delta variant may be raging, I can definitively say that airports remain jam packed.  Every flight I was on this week was sold out – thank goodness for N95s…

Original Content:

Best,

David


Food for Thought


Business

  • OSAM – The Concentrated Stock Puzzle  – IMO, this is a great example of what massive, cheap, distributed computing power combined with asset management will begin to deliver for clients.
  • TEBI – Most Stocks are Duds (Yes, You Read That Right) Recent research has demonstrated that around the globe the majority of individual common stocks have generated long-run shareholder losses relative to a Treasury-bill benchmark. The implication is that the large, long-term equity risk premium delivered by the broad stock market was attributable to outsize gains generated by a relatively few high-performing stocks
  • Businessweek – ‘Just Get Me a Box’: Inside the Brutal Realities of Supply Chain Hell
  • Entrepreneur – Let the Family Build (And Then Let The Professionals Run)As a business matures, it is essential to bring in people with experience, and for a founder to assume that his or her child is the most knowledgeable person out there is fundamentally flawed.
  • Bloomberg – Boards Have to Pay AttentionThe implications of shareholder derivative lawsuits re: Boeing. “For instance instead of suing the company for failing to disclose that its planes would crash, you could sue the executives and directors for failing to stop the planes from crashing.”

Culture / Arts/ Tech / Science


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Yet, the first steps we take to manage this wealth are focused on avoiding negative outcomes (unnecessary taxes, estate issues, losses in the stock market), rather than articulating what we actually want to do with our wealth.

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