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← Almost all of the dot-com era's exuberance turned out to be warranted;…
17 connected korrents · 13 moments on record from 14 Mar 2014 to 6 Sept 2026.
Everything filed under stock market
stock market
Everything filed under SaaS
SaaS
Everything filed under market efficiency
market efficiency
Everything filed under value investing
value investing 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: 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. 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: 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 weeks 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: Cash transfers are the index fund of development: the benchmark every actively managed aid programme should have to beat. — tap to centre the map on it Cash transfers are the index fund of development: the benchmark every actively managed aid programme should… Last stated 12 years ago
14 Mar 2014
CB
Chris Blattman — holds since 2014-03-14 — tap for who they are
Same subject: Investing well requires reversing the human instinct to grow excited as prices rise and fearful as they fall. — tap to centre the map on it Investing well requires reversing the human instinct to grow excited as prices rise and fearful as they fall. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: Losing money periodically is a normal part of owning stocks, not a sign that something has gone wrong. — tap to centre the map on it Losing money periodically is a normal part of owning stocks, not a sign that something has gone wrong. Last stated 2 weeks ago
27 Aug 2026
BC
Ben Carlson — holds since 2026-08-27 — tap for who they are
Same subject: Rising concentration in the stock market is a feature of bull markets rather than a warning sign. — tap to centre the map on it Rising concentration in the stock market is a feature of bull markets rather than a warning sign. Last stated yesterday
6 Sept 2026
BC
Ben Carlson — holds since 2026-09-06 — tap for who they are
Same subject: SaaS stocks are a buy right now. — tap to centre the map on it SaaS stocks are a buy right now. Last stated 3 months ago
24 May 2026
DS
Dan Shipper — holds since 2026-05-24 — tap for who they are
Same subject: Shareholder activism restored the balance of power between a company's owners and its managers, and that has been good for the US stock market. — tap to centre the map on it Shareholder activism restored the balance of power between a company's owners and its managers, and that has been… Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — 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: Technology has made markets less efficient at long horizons rather than more efficient. — tap to centre the map on it Technology has made markets less efficient at long horizons rather than more efficient. Last stated 2 years ago
3 Sept 2024
CA
Cliff Asness — holds since 2024-09-03 — tap for who they are
Same subject: The efficient market hypothesis is at best a very lossy heuristic — tap to centre the map on it The efficient market hypothesis is at best a very lossy heuristic Last stated 3 days ago
4 Sept 2026
NF
Nat Friedman — holds since 2026-09-04 — tap for who they are
Same subject: A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet. — tap to centre the map on it A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet. Last stated 2 weeks ago
25 Aug 2026
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: Readily measurable indicators of cheapness are no longer sufficient on their own to produce a sustainable investing edge. — tap to centre the map on it Readily measurable indicators of cheapness are no longer sufficient on their own to produce a sustainable… Last stated 6 years ago
11 Jan 2021
HM
Howard Marks — holds since 2021-01-11 — tap for who they are
Same subject: The value-versus-growth distinction does not serve investors well in a fast-changing world. — tap to centre the map on it The value-versus-growth distinction does not serve investors well in a fast-changing world. Last stated 6 years ago
11 Jan 2021
HM
Howard Marks — holds since 2021-01-11 — tap for who they are
Same subject: Agents will increase the number of users of SaaS rather than get rid of it. — tap to centre the map on it Agents will increase the number of users of SaaS rather than get rid of it. Last stated 3 months ago
24 May 2026
DS
Dan Shipper — holds since 2026-05-24 — tap for who they are
Same subject: AI companies are disrupting entire industries, causing a partial collapse of the traditional SaaS business model. — tap to centre the map on it AI companies are disrupting entire industries, causing a partial collapse of the traditional SaaS business… Last stated 6 days ago
1 Sept 2026
PL
Pieter Levels — holds since 2026-09-01 — tap for who they are
Same subject: AI-assisted ('vibe') coding has made it so easy to build competing SaaS apps that a plain, unremarkable SaaS product can no longer easily attract signups. — tap to centre the map on it AI-assisted ('vibe') coding has made it so easy to build competing SaaS apps that a plain, unremarkable SaaS… Last stated 6 days ago
1 Sept 2026
PL
Pieter Levels — holds since 2026-09-01 — tap for who they are