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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 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: AI-enhanced access to information makes copying top investors' strategies smarter than ever before.
AI-enhanced access to information makes copying top investors' strategies smarter than 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 a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the 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 is not thereby overpriced; the test is what revenues and margins that price actually 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 enough eventually has no need for investors.
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 their own goal dies by a thousand compromises and ends up running a company 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 is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement.
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 a discount deep enough that being wrong about what a company is worth still 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 are still investing heavily, because cutting the investment raises this year's margin and lowers the long-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 not evidence of expertise, because among many forecasters some are right by chance.
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 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: 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's exuberance turned out to be warranted; we remember the failures and forget the value that era created.
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 of index funds for decades outperforms most people who trade to beat the market, including most professionals.
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 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.
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 the valuation if it buys all of the control, because the right to be wrong in your own way is what founding 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 final ownership stake for the founder of a VC-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 be centrally planned, because planning removes the price signal that carries 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 price ceilings are a distinct source of cross-market misallocation, separate from Harberger quantity loss and within-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 for stock prices was mathematical showing-off dressed up as a claim about 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 wording a cloud: claims about one subject, named for it bar: when it was last stated, on a scale from 2015 to today — full is today a face: someone on record holding the claim — tap it for who they are faded, dashed ring: they no longer hold it — they changed their mind