An investor whose only act has ever been allocating money is one to be skeptical of; the ones worth talking to have built something.

Added to korrents 23 Oct 2026 · How quotes work · Something wrong? Tell us

Shared subject first, then similar wording. They may agree or disagree.

• 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. OBOlivier Blanchard1 Jun 2022investing
• A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. ADAswath Damodaran3 Dec 2025investing
• 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. MPMark Pincus2 Jun 2026investing
• A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. RDRay Dalio21 Aug 2026investing
• A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole. BABill Ackman20 Feb 2024investing

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