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← No credential gives more credibility with investors than growth does.

17 connected korrents · 16 moments from 1 Jun 2022 to 8 Oct 2026.

Everything filed under investing investing Everything filed under venture capital venture capital Everything filed under stock market stock market Everything filed under market efficiency market efficiency Everything filed under value investing value investing In tensionSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: No credential gives more credibility with investors than growth does. No credential gives more credibility withinvestors than growth does. Last stated 2 months ago 1 Sept 2026 PG Paul Graham — holds since 2026-09-01 — tap for who they are In tension: The way to stay small is never to take other people's money: the moment you do, they want the largest return, and the enterprise playbook follows. — tap to centre the map on it The way to stay small is never totake other people's money: themoment you do, they want the largestreturn, and the enterprise playbookfollows. Last stated a year ago 12 Jul 2025 DH David Heinemeier Hansson — holds since 2025-07-12 — tap for who they are Same subject: 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. — tap to centre the map on it A central bank can eliminate aself-fulfilling ('sunspot') debtcrisis simply by credibly committingto buy as many bonds as needed atthe low interest rate. Last stated 4 years ago 1 Jun 2022 OB Olivier Blanchard — holds since 2022-06-01 — 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 the trillions isnot thereby overpriced; the test iswhat revenues and margins that priceactually requires. Last stated 11 months ago 3 Dec 2025 AD Aswath Damodaran — holds since 2025-12-03 — tap for who they are Same subject: 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. — tap to centre the map on it A founder who does not know theirown goal dies by a thousandcompromises and ends up running acompany they do not want to work at. Last stated 5 months ago 2 Jun 2026 MP Mark Pincus — holds since 2026-06-02 — tap for who they are Same subject: A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis ismeasurable and therefore visiblewell in advance; the diagnostic ismechanical rather than a matter ofjudgement. Last stated 2 months ago 21 Aug 2026 RD Ray Dalio — holds since 2026-08-21 — 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 adiscount deep enough that beingwrong about what a company is worthstill leaves you whole. Last stated 3 years ago 20 Feb 2024 BA Bill Ackman — holds since 2024-02-20 — 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 you arestill investing heavily, becausecutting the investment raises thisyear's margin and lowers thelong-term one. Last stated a year ago 16 Jul 2025 JD Jamie Dimon — holds since 2025-07-16 — tap for who they are Same subject: A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance. — tap to centre the map on it A run of correct forecasts is notevidence of expertise, because amongmany forecasters some are right bychance. Last stated 4 years ago 9 Aug 2022 GK Gary Klein — holds since 2022-08-09 — 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 capturesnearly all the benefit ofdiversification; going to fifty addsalmost nothing. Last stated 3 years ago 20 Feb 2024 BA Bill Ackman — holds since 2024-02-20 — 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 thevaluation if it buys all of thecontrol, because the right to bewrong in your own way is whatfounding 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: 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 toocapital-intensive for venture money;they need government or sovereignfunds behind them. Last stated 4 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: Burn rate is a measure of risk, and preemptive rounds push successful companies to raise it whether or not they need to. — tap to centre the map on it Burn rate is a measure of risk, andpreemptive rounds push successfulcompanies to raise it whether or notthey need to. Last stated 4 months ago 9 Jun 2026 BG Bill Gurley — holds since 2026-06-09 — 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 thatcan display quarter-on-quarter stockgrowth, not one that makes goodproducts 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 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 fromits productivity, not from thefinancial 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: AI stocks are behaving as if they are insensitive to interest rate changes. — tap to centre the map on it AI stocks are behaving as if theyare insensitive to interest ratechanges. Last stated 2 weeks ago 8 Oct 2026 BD Brad DeLong — holds since 2026-10-08 — tap for who they are Same subject: A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in. — tap to centre the map on it A company that deviates from openstandards in its data exportswithout documenting the deviationcreates an artificial vendorlock-in. Last stated 2 years ago 3 Mar 2025 TS Tobias Sjösten — holds since 2025-03-03 — tap for who they are Same subject: A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. — tap to centre the map on it A dominant company's lead in marketshare compounds over time andbecomes harder for competitors toclose, especially in technology. Last stated 4 weeks ago 22 Sept 2026 BR Barry Ritholtz — holds since 2026-09-22 — tap for who they are
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At the centre No credential gives more credibility with investors than growth does. Last stated 1 Sept 2026 · 2 months ago Holds Paul Graham Read this korrent →