Tap a claim on the ring to put it at the centre.
← At a market price-earnings ratio of twenty-three there is little…
17 connected korrents · 14 moments on record from 20 Feb 2024 to 3 Sept 2026.
Everything filed under startups
startups
Everything filed under health and fitness
health and fitness
Everything filed under venture capital
venture capital
Everything filed under America
America 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: At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: Health optimisation has overshot: minimising a measured risk is not worth it if the cost is not having lived. — tap to centre the map on it Health optimisation has overshot: minimising a measured risk is not worth it if the cost is not having… Last stated 2 weeks ago
26 Aug 2026
DH
David Heinemeier Hansson — holds since 2026-08-26 — tap for who they are
Same subject: The pull of fundamentals that used to reverse market momentum has weakened, so betting on mean reversion is more dangerous than it was. — tap to centre the map on it The pull of fundamentals that used to reverse market momentum has weakened, so betting on mean reversion is… Last stated 5 days ago
2 Sept 2026
AD
Aswath Damodaran — holds since 2026-09-02 — tap for who they are
Same subject: About a dozen holdings captures nearly all the benefit of diversification; going to fifty adds almost nothing. — tap to centre the map on it About a dozen holdings captures nearly all the benefit of diversification; going to fifty adds almost… Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — 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 inherently treacherous and should almost never be done. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: Enterprises buy from startups now because the risk of keeping the status quo has come to look larger than the risk of the startup. — tap to centre the map on it Enterprises buy from startups now because the risk of keeping the status quo has come to look larger than the… Last stated a month ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American market capitalisation is private. — tap to centre the map on it The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American… Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — 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… 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 who never borrows against their securities can afford to think, because no fall in price can force them to sell. — tap to centre the map on it An investor who never borrows against their securities can afford to think, because no fall in price can force them… Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: A human lifespan of about 90 to 100 years is right, and living forever is not something to want. — tap to centre the map on it A human lifespan of about 90 to 100 years is right, and living forever is not something to want. Last stated 2 weeks ago
26 Aug 2026
DH
David Heinemeier Hansson — holds since 2026-08-26 — tap for who they are
Same subject: Eight hours of sleep is the best investment in cognitive capacity, and trading sleep, health or exercise for more agent work is a bad deal even in the short term. — tap to centre the map on it Eight hours of sleep is the best investment in cognitive capacity, and trading sleep, health or exercise for more… Last stated 5 months ago
8 Apr 2026
DH
David Heinemeier Hansson — holds since 2026-04-08 — tap for who they are
Same subject: He does not drink, because alcohol damages the one tool you most need for success and happiness, and trading that for short-term pleasure is ridiculous. — tap to centre the map on it He does not drink, because alcohol damages the one tool you most need for success and happiness, and trading that… Last stated 11 months ago
30 Sept 2025
PD
Pavel Durov — holds since 2025-09-30 — 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… Last stated a month ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: A founder cannot delegate judgment: the chief executive has to make the decision that makes sense to them, however much momentum the alternative has. — tap to centre the map on it A founder cannot delegate judgment: the chief executive has to make the decision that makes sense to them, however… Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: A founder needs ambition rather than a sense of duty, because a startup is grueling enough that dutifulness will not carry anyone through it. — tap to centre the map on it A founder needs ambition rather than a sense of duty, because a startup is grueling enough that dutifulness will… Last stated 4 days ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — 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 6 days ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — 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: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds… Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
At the centre
At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk.
Holds JD Jamie DimonRead this korrent →
Health optimisation has overshot: minimising a measured risk is not worth it if the cost is not having lived.
Holds
The pull of fundamentals that used to reverse market momentum has weakened, so betting on mean reversion is more dangerous than it was.
Holds AD Aswath Damodaran
About a dozen holdings captures nearly all the benefit of diversification; going to fifty adds almost nothing.
Holds BA Bill Ackman
Short selling is inherently treacherous and should almost never be done.
Holds BA Bill Ackman
Enterprises buy from startups now because the risk of keeping the status quo has come to look larger than the risk of the startup.
Holds
The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American market capitalisation is private.
Holds PT Phil Trammell
A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole.
Holds BA Bill Ackman
An investor who never borrows against their securities can afford to think, because no fall in price can force them to sell.
Holds BA Bill Ackman
A human lifespan of about 90 to 100 years is right, and living forever is not something to want.
Holds
Eight hours of sleep is the best investment in cognitive capacity, and trading sleep, health or exercise for more agent work is a bad deal even in the short term.
Holds
He does not drink, because alcohol damages the one tool you most need for success and happiness, and trading that for short-term pleasure is ridiculous.
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 founder cannot delegate judgment: the chief executive has to make the decision that makes sense to them, however much momentum the alternative has.
Holds MH Max Hodak
A founder needs ambition rather than a sense of duty, because a startup is grueling enough that dutifulness will not carry anyone through it.
Holds
A company that grows enough eventually has no need for investors.
Holds
About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds LT Lip-Bu Tan