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← An investor who never borrows against their securities can afford to…

8 connected korrents · 6 moments on record from 20 Feb 2024 to 27 Aug 2026.

Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: An investor who never borrows against their securities can afford to think, because no fall in price can force them to sell. An investor who never borrowsagainst their securities can affordto think, because no fall in pricecan force them to sell. BA Bill Ackman — holds since 2024-02-20 — 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 earnsthe fees it charges, so mostinvestors are better offbuying an index fund. BA Bill Ackman — holds since 2024-02-20 — tap for who they are Same subject: Most investments are really speculations, because only a handful of businesses can be predicted with any confidence. — tap to centre the map on it Most investments are reallyspeculations, because only ahandful of businesses can bepredicted with any confidence. BA Bill Ackman — holds since 2024-02-20 — tap for who they are Same subject: If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it. — tap to centre the map on it If a lab is off by a singleyear in its revenue forecast,no hedge on Earth stops thecompute it already bought from… DA Dario Amodei — holds since 2026-02-13 — tap for who they are Same subject: Short selling is inherently treacherous and should almost never be done. — tap to centre the map on it Short selling is inherentlytreacherous and should almostnever be done. BA Bill Ackman — holds since 2024-02-20 — 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: 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 anormal part of owning stocks,not a sign that something hasgone wrong. BC Ben Carlson — holds since 2026-08-27 — 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: Telling your investors after a Series A that you are going to vibe-code your own purchasing system is contrarian enough that any reasonable board would question it. — tap to centre the map on it Telling your investors after aSeries A that you are going tovibe-code your own purchasingsystem is contrarian enough… MH Max Hodak — holds since 2026-08-07 — tap for who they are
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At the centre An investor who never borrows against their securities can afford to think, because no fall in price can force them to sell. Holds Bill Ackman Read this korrent →