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← A "good business" now means one that can display quarter-on-quarter…
17 connected korrents · 17 moments from 9 Dec 2023 to 8 Oct 2026.
Everything filed under stock market
stock market
Everything filed under capitalism
capitalism
Everything filed under startups
startups
Everything filed under value investing
value investing
Everything filed under design
design Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — tap for who they are
Same subject: A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at. — tap to centre the map on it A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at. Last stated 2 years ago
19 Jun 2024
AS
Aravind Srinivas — holds since 2024-06-19 — tap for who they are
Same subject: In startups, people generally make more money by being good. — tap to centre the map on it In startups, people generally make more money by being good. Last stated a month ago
8 Sept 2026
PG
Paul Graham — holds since 2026-09-08 — tap for who they are
Same subject: Growth without profit is not yet a company: fast growth only makes a business durable once it has been converted into sustained profit. — tap to centre the map on it Growth without profit is not yet a company: fast growth only makes a business durable once it has been converted into sustained profit. Last stated 7 months ago
1 Apr 2026
TP
Thuan Pham — holds since 2026-04-01 — tap for who they are
Same subject: If you cannot quantitatively define what good enough means, you are not building a product — you are iterating on a demo. — tap to centre the map on it If you cannot quantitatively define what good enough means, you are not building a product — you are iterating on a demo. Last stated 3 months ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: A business is fundamentally about solving a problem for someone while yielding a profit from the transaction. — tap to centre the map on it A business is fundamentally about solving a problem for someone while yielding a profit from the transaction. Last stated 2 years ago
9 Aug 2024
TS
Tobias Sjösten — holds since 2024-08-09 — tap for who they are
Same subject: Buying the best business in the world at too high a price still produces poor returns. — tap to centre the map on it Buying the best business in the world at too high a price still produces poor returns. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: A business succeeds through a small number of highly effective distribution channels, not many mediocre ones. — tap to centre the map on it A business succeeds through a small number of highly effective distribution channels, not many mediocre ones. Last stated 3 years ago
17 Feb 2024
AW
Adam Wiggins — holds since 2024-02-17 — tap for who they are
Same subject: What is best for humans is no longer necessarily best for business. — tap to centre the map on it What is best for humans is no longer necessarily best for business. Last stated 3 weeks ago
4 Oct 2026
GR
Guillermo Rauch — holds since 2026-10-04 — tap for who they are
Same subject: A competitive market involves no personal rivalry and no personal haggling — tap to centre the map on it A competitive market involves no personal rivalry and no personal haggling
MF
Milton Friedman — holds since c. 1962 — tap for who they are
Same subject: A market becomes commodified through fungibility of alternatives, not merely through lower price. — tap to centre the map on it A market becomes commodified through fungibility of alternatives, not merely through lower price. Last stated 2 months ago
26 Aug 2026
RK
Rohit Krishnan — holds since 2026-08-26 — tap for who they are
Same subject: A market economy rewards putting land under campsites and horse liveries rather than under food, and that is the wrong thing to reward. — tap to centre the map on it A market economy rewards putting land under campsites and horse liveries rather than under food, and that is the wrong thing to reward. Last stated 3 years ago
9 Dec 2023
CS
Chris Smaje — holds since 2023-12-09 — tap for who they are
Same subject: A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. — tap to centre the map on it A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. Last stated 8 months ago
3 Mar 2026
SB
Sanjay Bakshi — holds since 2026-03-03 — tap for who they are
Same subject: A society's prosperity comes from its productivity, not from the financial system or stock market. — tap to centre the map on it A society's prosperity comes from its productivity, not from the financial system or stock market. Last stated 4 weeks ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
Same subject: AI stocks are behaving as if they are insensitive to interest rate changes. — tap to centre the map on it AI stocks are behaving as if they are insensitive to interest rate changes. Last stated 2 weeks ago
8 Oct 2026
BD
Brad DeLong — holds since 2026-10-08 — tap for who they are
Same subject: Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. — tap to centre the map on it Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: An investor's starting point should be the portfolio that is best to hold independent of any tactical market view — tap to centre the map on it An investor's starting point should be the portfolio that is best to hold independent of any tactical market view Last stated 2 months ago
25 Aug 2026
RD
Ray Dalio — holds since 2026-02-19 — tap for who they are
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. — tap to centre the map on it At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are