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← An ideal passive portfolio consists of a broad collection of highly asymmetric long-term bets.
13 connected korrents · 12 moments from 21 May 2025 to 6 Nov 2026.
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venture capital 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: An ideal passive portfolio consists of a broad collection of highly asymmetric long-term bets. An ideal passive portfolio consists of a broad collection of highly asymmetric long-term bets. Last stated today
6 Nov 2026
NR
Naval Ravikant — holds since 2026-11-06 — tap for who they are
Same subject: A portfolio optimized on historical returns is the ideal solution to the past, not a reliable guide to the future, which makes the idea of a single 'best portfolio' an illusion. — tap to centre the map on it A portfolio optimized on historical returns is the ideal solution to the past, not a reliable guide to the future, which makes the idea of a single 'best portfolio' an illusion. Last stated 2 months ago
15 Sept 2026
NM
Nick Maggiulli — holds since 2026-09-15 — tap for who they are
Same subject: The optimal portfolio is the one an investor can actually stick with no matter what happens in the world, not the mathematically best-performing one. — tap to centre the map on it The optimal portfolio is the one an investor can actually stick with no matter what happens in the world, not the mathematically best-performing one. Last stated 2 months ago
15 Sept 2026
NM
Nick Maggiulli — holds since 2026-09-15 — tap for who they are
Same subject: In a dynamic climate, multi-quarter bets with a real business case beat assuming every team will last forever. — tap to centre the map on it In a dynamic climate, multi-quarter bets with a real business case beat assuming every team will last forever. Last stated 3 weeks ago
15 Oct 2026
JC
John Cutler — holds since 2026-10-15 — tap for who they are
Same subject: The claim that passive investing has made markets less efficient is overwrought. — tap to centre the map on it The claim that passive investing has made markets less efficient is overwrought. Last stated 5 months ago
18 Jun 2026
AD
Aswath Damodaran — holds since 2026-06-18 — 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: 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 a month ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
Same subject: A big venture firm's edge is deploying capital into what is obviously working; a small firm's is backing a founder or idea that is not yet obvious. — tap to centre the map on it A big venture firm's edge is deploying capital into what is obviously working; a small firm's is backing a founder or idea that is not yet obvious. Last stated a year ago
23 Jul 2025
JS
Jon Sakoda — holds since 2025-07-23 — tap for who they are
Same subject: A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support. — tap to centre the map on it A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support. Last stated 7 months ago
12 Apr 2026
ES
Evan Spiegel — holds since 2026-04-12 — 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 5 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. — tap to centre the map on it “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. Last stated 3 months ago
28 Jul 2026
BS
Blake Scholl — holds since 2026-07-28 — tap for who they are
Same subject: A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. — tap to centre the map on it A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. Last stated 3 months ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: A billboard buys only short, shallow awareness, so it does not work for education or for a startup before product-market fit. — tap to centre the map on it A billboard buys only short, shallow awareness, so it does not work for education or for a startup before product-market fit. Last stated 5 months ago
9 Jun 2026
EK
Emily Kramer — holds since 2026-06-09 — tap for who they are
At the centre
An ideal passive portfolio consists of a broad collection of highly asymmetric long-term bets.
Holds Read this korrent →
A portfolio optimized on historical returns is the ideal solution to the past, not a reliable guide to the future, which makes the idea of a single 'best portfolio' an illusion.
Holds
The optimal portfolio is the one an investor can actually stick with no matter what happens in the world, not the mathematically best-performing one.
Holds
In a dynamic climate, multi-quarter bets with a real business case beat assuming every team will last forever.
Holds
The claim that passive investing has made markets less efficient is overwrought.
Holds
A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price.
Holds
A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack.
Holds
A society's prosperity comes from its productivity, not from the financial system or stock market.
Holds
A big venture firm's edge is deploying capital into what is obviously working; a small firm's is backing a founder or idea that is not yet obvious.
Holds
A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support.
Holds
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.
Holds
“Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now.
Holds
A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero.
Holds
A billboard buys only short, shallow awareness, so it does not work for education or for a startup before product-market fit.
Holds