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← AI-enhanced access to information makes copying top investors' strategies smarter than ever before.

17 connected korrents · 18 moments on record from 1 Jun 2022 to 1 Sept 2026.

Everything filed under investing investing Everything filed under stock market stock market Everything filed under venture capital venture capital Everything filed under market efficiency market efficiency Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: AI-enhanced access to information makes copying top investors' strategies smarter than ever before. AI-enhanced access to information makescopying top investors' strategies smarterthan ever before. Last stated a year ago 30 May 2025 GS Guy Spier — holds since 2025-05-30 — tap for who they are Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate aself-fulfilling ('sunspot') debtcrisis simply by credibly committingto buy as many bonds as needed atthe low interest rate. Last stated 4 years ago 1 Jun 2022 OB Olivier Blanchard — holds since 2022-06-01 — 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 the trillions isnot thereby overpriced; the test iswhat revenues and margins that priceactually requires. Last stated 10 months ago 3 Dec 2025 AD Aswath Damodaran — holds since 2025-12-03 — tap for who they are Same subject: A company that grows enough eventually has no need for investors. — tap to centre the map on it A company that grows enougheventually has no need forinvestors. Last stated 3 weeks ago 1 Sept 2026 PG Paul Graham — holds since 2026-09-01 — tap for who they are Same subject: A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. — tap to centre the map on it A founder who does not know theirown goal dies by a thousandcompromises and ends up running acompany they do not want to work at. Last stated 4 months ago 2 Jun 2026 MP Mark Pincus — holds since 2026-06-02 — tap for who they are Same subject: A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis ismeasurable and therefore visiblewell in advance; the diagnostic ismechanical rather than a matter ofjudgement. Last stated a month ago 21 Aug 2026 RD Ray Dalio — holds since 2026-08-21 — 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 adiscount deep enough that beingwrong about what a company is worthstill leaves you whole. Last stated 3 years ago 20 Feb 2024 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 you arestill investing heavily, becausecutting the investment raises thisyear's margin and lowers thelong-term one. Last stated a year ago 16 Jul 2025 JD Jamie Dimon — holds since 2025-07-16 — tap for who they are Same subject: A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance. — tap to centre the map on it A run of correct forecasts is notevidence of expertise, because amongmany forecasters some are right bychance. Last stated 4 years ago 9 Aug 2022 GK Gary Klein — holds since 2022-08-09 — tap for who they are Same subject: A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. — tap to centre the map on it A "good business" now means one thatcan display quarter-on-quarter stockgrowth, not one that makes goodproducts 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: Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created. — tap to centre the map on it Almost all of the dot-com era'sexuberance turned out to bewarranted; we remember the failuresand forget the value that eracreated. Last stated a year ago 18 Aug 2025 BT Bret Taylor — holds since 2025-08-18 — tap for who they are Same subject: Buying and holding a handful of index funds for decades outperforms most people who trade to beat the market, including most professionals. — tap to centre the map on it Buying and holding a handful ofindex funds for decades outperformsmost people who trade to beat themarket, including mostprofessionals. Last stated 2 years ago 24 Aug 2024 JZ Jason Zweig — holds since 2024-08-24 — tap for who they are Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has anadvantage over a repeat winner,because past success makes it tooeasy to raise money and hire againsta big vision before there isproduct-market fit. Last stated 3 months ago 14 Jun 2026 MP Mark Pincus — holds since 2026-06-14 — tap for who they are Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half thevaluation if it buys all of thecontrol, because the right to bewrong in your own way is whatfounding was for. Last stated 4 months ago 2 Jun 2026 MP Mark Pincus — holds since 2026-06-02 — tap for who they are Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common finalownership stake for the founder of aVC-funded startup that works out. Last stated 2 months ago 18 Jul 2026 PL Pieter Levels — holds since 2026-07-18 — tap for who they are Same subject: A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand. — tap to centre the map on it A sophisticated economy cannot becentrally planned, because planningremoves the price signal thatcarries information about demand. Last stated a year ago 2 Sept 2025 BE Benedict Evans — holds since 2025-09-02 — tap for who they are Same subject: Corner allocations under price ceilings are a distinct source of cross-market misallocation, separate from Harberger quantity loss and within-market misallocation. — tap to centre the map on it Corner allocations under priceceilings are a distinct source ofcross-market misallocation, separatefrom Harberger quantity loss andwithin-market misallocation. Last stated 7 months ago 12 Feb 2026 AT Alex Tabarrok — holds since 2026-02-12 — tap for who they are Same subject: Samuelson's random-walk analogy for stock prices was mathematical showing-off dressed up as a claim about the real world. — tap to centre the map on it Samuelson's random-walk analogy forstock prices was mathematicalshowing-off dressed up as a claimabout the real world. Last stated 3 years ago 30 May 2023 AG Andrew Gelman — holds since 2023-05-27 — tap for who they are AG Andrew Gelman — no longer holds since 2023-05-30 — tap for who they are
same subject or similar wordinga cloud: claims about one subject, named for itbar: when it was last stated, on a scale from 2015 to today — full is todaya face: someone on record holding the claim — tap it for who they arefaded, dashed ring: they no longer hold it — they changed their mind

At the centre AI-enhanced access to information makes copying top investors' strategies smarter than ever before. Last stated 30 May 2025 · a year ago Holds Guy Spier Read this korrent →