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← Bad loans are bad revenue that will eventually kill you, even though for a while they look like profit.
15 connected korrents · 15 moments from 9 Aug 2022 to 5 Oct 2026.
Everything filed under behavioural science
behavioural science
Everything filed under stock market
stock market
Everything filed under venture capital
venture capital
Everything filed under education
education
Everything filed under data centers
data centers
Everything filed under investing
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 Read this korrent: Bad loans are bad revenue that will eventually kill you, even though for a while they look like profit. Bad loans are bad revenue that will eventually kill you, even though for a while they look like profit. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: In financial services what kills you is leverage and aggressive accounting, not bad luck. — tap to centre the map on it In financial services what kills you is leverage and aggressive accounting, not bad luck. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: Good economic times tend to produce bad financial ideas, while bad times produce good ones. — tap to centre the map on it Good economic times tend to produce bad financial ideas, while bad times produce good ones. Last stated 3 months ago
14 Jul 2026
JZ
Jason Zweig — holds since 2026-07-14 — tap for who they are
Same subject: Making it harder for schools to build a business model around nonperforming loans is a good idea — tap to centre the map on it Making it harder for schools to build a business model around nonperforming loans is a good idea Last stated 2 weeks ago
5 Oct 2026
MY
Matthew Yglesias — holds since 2026-10-05 — tap for who they are
Same subject: In this industry, profit means you underestimated demand and loss means you overestimated it, because the datacentres are bought years ahead. — tap to centre the map on it In this industry, profit means you underestimated demand and loss means you overestimated it, because the datacentres are bought years ahead. Last stated 8 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Debt is best understood as narrowing the range of outcomes you can survive, not as a cost of capital. — tap to centre the map on it Debt is best understood as narrowing the range of outcomes you can survive, not as a cost of capital. Last stated 2 years ago
30 Apr 2024
MH
Morgan Housel — holds since 2024-04-30 — tap for who they are
Same subject: Leverage in the AI build-out is neither to be applauded nor feared; what matters is how much debt there is and what backs it. — tap to centre the map on it Leverage in the AI build-out is neither to be applauded nor feared; what matters is how much debt there is and what backs it. Last stated 10 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: A belief system combining cosmic stakes, privileged knowledge, personal vocation and an imperative to act can license extraordinary behavior when it conflicts with ordinary constraints. — tap to centre the map on it A belief system combining cosmic stakes, privileged knowledge, personal vocation and an imperative to act can license extraordinary behavior when it conflicts with ordinary constraints. Last stated a month ago
17 Sept 2026
VR
Venkatesh Rao — holds since 2026-09-17 — tap for who they are
Same subject: A cancellation-reason drop-down measures list order rather than reasons: randomise the options and every one of them gets picked equally. — tap to centre the map on it A cancellation-reason drop-down measures list order rather than reasons: randomise the options and every one of them gets picked equally. Last stated 9 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: A decision cannot be judged by its outcome, because good decisions fail through no fault of the decider and bad ones succeed by luck. — tap to centre the map on it A decision cannot be judged by its outcome, because good decisions fail through no fault of the decider and bad ones succeed by luck. Last stated 4 years ago
9 Aug 2022
GK
Gary Klein — holds since 2022-08-09 — 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 4 weeks ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — 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 4 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — 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 3 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — tap for who they are
At the centre
Bad loans are bad revenue that will eventually kill you, even though for a while they look like profit.
Holds Read this korrent →
In financial services what kills you is leverage and aggressive accounting, not bad luck.
Holds
Good economic times tend to produce bad financial ideas, while bad times produce good ones.
Holds
Making it harder for schools to build a business model around nonperforming loans is a good idea
Holds
In this industry, profit means you underestimated demand and loss means you overestimated it, because the datacentres are bought years ahead.
Holds
Debt is best understood as narrowing the range of outcomes you can survive, not as a cost of capital.
Holds
Leverage in the AI build-out is neither to be applauded nor feared; what matters is how much debt there is and what backs it.
Holds
A belief system combining cosmic stakes, privileged knowledge, personal vocation and an imperative to act can license extraordinary behavior when it conflicts with ordinary constraints.
Holds
A cancellation-reason drop-down measures list order rather than reasons: randomise the options and every one of them gets picked equally.
Holds
A decision cannot be judged by its outcome, because good decisions fail through no fault of the decider and bad ones succeed by luck.
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 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
A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for.
Holds
About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.
Holds