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← A margin of safety means paying a discount deep enough that being…

8 connected korrents · 6 moments on record from 1 Jun 2022 to 13 Feb 2026.

Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole. A margin of safety means paying adiscount deep enough that beingwrong about what a company is worthstill leaves you whole. BA Bill Ackman — holds since 2024-02-20 — tap for who they are Same subject: A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one. — tap to centre the map on it A margin only counts while youare still investing heavily,because cutting the investmentraises this year's margin and… JD Jamie Dimon — holds since 2025-07-16 — tap for who they are Same subject: A persistently low safe interest rate signals that capital is not very productive at the margin, an underlying economic problem rather than a policy variable. — tap to centre the map on it A persistently low safeinterest rate signals thatcapital is not very productiveat the margin, an underlying… OB Olivier Blanchard — holds since 2022-06-01 — tap for who they are Same subject: We cannot know how much safety a control measure buys until we understand elicitation, so control adds a margin of unknown size. — tap to centre the map on it We cannot know how much safetya control measure buys untilwe understand elicitation, socontrol adds a margin of… JL Jan Leike — holds since 2025-01-24 — 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-earningsratio of twenty-three there islittle upside and a long wayto fall, where at fifteen… JD Jamie Dimon — holds since 2025-07-16 — tap for who they are Same subject: An investor who never borrows against their securities can afford to think, because no fall in price can force them to sell. — tap to centre the map on it An investor who never borrowsagainst their securities canafford to think, because nofall in price can force them… BA Bill Ackman — holds since 2024-02-20 — tap for who they are Same subject: In this industry, profit means you underestimated demand and loss means you overestimated it, because the datacentres are bought years ahead. — tap to centre the map on it In this industry, profit meansyou underestimated demand andloss means you overestimatedit, because the datacentres… DA Dario Amodei — holds since 2026-02-13 — tap for who they are Same subject: A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. — tap to centre the map on it A company priced in thetrillions is not therebyoverpriced; the test is whatrevenues and margins that… AD Aswath Damodaran — holds since 2025-12-03 — tap for who they are Same subject: Being risk-conscious does not mean getting rid of risk; it means pricing it properly and understanding the range of outcomes. — tap to centre the map on it Being risk-conscious does notmean getting rid of risk; itmeans pricing it properly andunderstanding the range of… JD Jamie Dimon — holds since 2025-07-16 — tap for who they are
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At the centre A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole. Holds Bill Ackman Read this korrent →