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← A company's edge comes from discovering valuable unknown truths,…
8 connected korrents · 9 moments on record from 20 Feb 2024 to 14 Aug 2026.
Everything filed under market efficiency
market efficiency Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: A company's edge comes from discovering valuable unknown truths, because knowing what others do not is what lets you do what others cannot. A company's edge comes from discovering valuable unknown truths, because knowing what others do not is what lets you do what others cannot. Last stated 3 weeks ago
14 Aug 2026
TK
Travis Kalanick — holds since 2026-08-14 — tap for who they are
Same subject: The single most valuable thing a founder can find is a belief they can hold with reason that the conventional wisdom says is wrong. — tap to centre the map on it The single most valuable thing a founder can find is a belief they can hold with reason that the conventional wisdom says… Last stated a month ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: The only way to build something that matters is to develop conviction in a set of beliefs nobody else agrees with yet, long before they become consensus. — tap to centre the map on it The only way to build something that matters is to develop conviction in a set of beliefs nobody else agrees… Last stated a month ago
29 Jul 2026
AW
Alexandr Wang — holds since 2026-07-29 — tap for who they are
Same subject: Good ideas come from asking how you would solve a problem from first principles, rather than staying anchored on how it is solved today. — tap to centre the map on it Good ideas come from asking how you would solve a problem from first principles, rather than staying anchored on how… Last stated a month ago
30 Jul 2026
JD
Jeff Dean — holds since 2026-07-30 — tap for who they are
Same subject: A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole. — tap to centre the map on it A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves… Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: A stated company value that nobody would take the other side of is a platitude, not a choice. — tap to centre the map on it A stated company value that nobody would take the other side of is a platitude, not a choice. Last stated 12 months ago
18 Sept 2025
TL
Tobias Lütke — holds since 2025-09-18 — tap for who they are
Same subject: Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. — tap to centre the map on it Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely… Last stated 3 months ago
10 Jun 2026
RD
Ray Dalio — holds since 2026-06-10 — tap for who they are
Same subject: A stated value means nothing without an apparatus that enforces it, and a company without one is lying to you however good its intentions. — tap to centre the map on it A stated value means nothing without an apparatus that enforces it, and a company without one is lying to you… Last stated 4 months ago
10 May 2026
ER
Eric Ries — holds since 2026-05-10 — tap for who they are
Same subject: A company should manufacture fresh internal challenges for its best people, because the alternative is that they go and find those challenges at another company. — tap to centre the map on it A company should manufacture fresh internal challenges for its best people, because the alternative is that they go… Last stated 5 months ago
1 Apr 2026
TP
Thuan Pham — holds since 2026-04-01 — tap for who they are