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← "If you're not growing, you're dying" is truer of the person than of the company.

14 connected korrents · 10 moments on record from 11 Jan 2021 to 25 Aug 2026.

Everything filed under stock market stock market Everything filed under value investing value investing Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: "If you're not growing, you're dying" is truer of the person than of the company. "If you're not growing, you're dying" istruer of the person than of the company. Last stated 7 months ago 25 Jan 2026 JC Jason Cohen — holds since 2026-01-25 — tap for who they are Same subject: You do not invest in companies, you invest in people — which is why an honest founder who cannot deliver still gets kept alive. — tap to centre the map on it You do not invest in companies, youinvest in people — which is why anhonest founder who cannot deliverstill gets kept alive. Last stated a month ago 26 Jul 2026 JH Jensen Huang — holds since 2026-07-26 — tap for who they are Same subject: A company with ten customers has no data, and a growth team cannot function without data. — tap to centre the map on it A company with ten customers has nodata, and a growth team cannotfunction without data. Last stated 2 years ago 19 Jan 2025 EV Elena Verna — holds since 2025-01-19 — tap for who they are Same subject: A company that grows on virality rather than retention is a sinking speedboat, trying to drive faster than it takes on water. — tap to centre the map on it A company that grows on viralityrather than retention is a sinkingspeedboat, trying to drive fasterthan it takes on water. Last stated 3 months ago 14 Jun 2026 MP Mark Pincus — holds since 2026-06-14 — tap for who they are Same subject: Growing forever is not automatically the goal; a company that has hit its limit can choose to maximise profit instead of revenue. — tap to centre the map on it Growing forever is not automaticallythe goal; a company that has hit itslimit can choose to maximise profitinstead of revenue. Last stated 7 months ago 25 Jan 2026 JC Jason Cohen — holds since 2026-01-25 — tap for who they are Same subject: Every question about stalled growth reduces to whether the customer is actually getting the value you promised. — tap to centre the map on it Every question about stalled growthreduces to whether the customer isactually getting the value youpromised. Last stated 7 months ago 25 Jan 2026 JC Jason Cohen — holds since 2026-01-25 — tap for who they are Same subject: A company can treat AI as a way to grow and do more or as a cost-cutting exercise, and the growth reading is the better one. — tap to centre the map on it A company can treat AI as a way togrow and do more or as acost-cutting exercise, and thegrowth reading is the better one. Last stated 11 months ago 16 Oct 2025 DF Dylan Field — holds since 2025-10-16 — tap for who they are Same subject: If every growth initiative is an experiment, the team has a paralysing disease rather than a process. — tap to centre the map on it If every growth initiative is anexperiment, the team has aparalysing disease rather than aprocess. Last stated 2 years ago 19 Jan 2025 EV Elena Verna — holds since 2025-01-19 — tap for who they are Same subject: The value-versus-growth distinction does not serve investors well in a fast-changing world. — tap to centre the map on it The value-versus-growth distinctiondoes not serve investors well in afast-changing world. Last stated 6 years ago 11 Jan 2021 HM Howard Marks — holds since 2021-01-11 — tap for who they are Same subject: A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet. — tap to centre the map on it A portfolio you cannot hold throughan ordinary market cycle is not aportfolio but a bet. Last stated 2 weeks ago 25 Aug 2026 NM Nick Maggiulli — holds since 2026-08-25 — tap for who they are Same subject: Readily measurable indicators of cheapness are no longer sufficient on their own to produce a sustainable investing edge. — tap to centre the map on it Readily measurable indicators ofcheapness are no longer sufficienton their own to produce asustainable investing edge. Last stated 6 years ago 11 Jan 2021 HM Howard Marks — holds since 2021-01-11 — tap for who they are Same subject: The S&P 500’s price-to-sales ratio no longer signals what it once did, because today’s companies earn higher margins. — tap to centre the map on it The S&P 500’s price-to-sales rationo longer signals what it once did,because today’s companies earnhigher margins. Last stated 2 weeks ago 25 Aug 2026 NM Nick Maggiulli — holds since 2026-08-25 — tap for who they are Same subject: Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created. — tap to centre the map on it Almost all of the dot-com era'sexuberance turned out to bewarranted; we remember the failuresand forget the value that eracreated. Last stated a year ago 18 Aug 2025 BT Bret Taylor — holds since 2025-08-18 — 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 earns the feesit charges, so most investors arebetter off buying an index fund. 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's starting point should be the portfolio that is best to hold independent of any tactical market view — tap to centre the map on it An investor's starting point shouldbe the portfolio that is best tohold independent of any tacticalmarket view Last stated 2 weeks ago 25 Aug 2026 RD Ray Dalio — holds since 2026-02-19 — tap for who they are NM Nick Maggiulli — holds since 2026-08-25 — tap for who they are
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At the centre "If you're not growing, you're dying" is truer of the person than of the company. Last stated 25 Jan 2026 · 7 months ago Holds Jason Cohen Read this korrent →