Tap a claim on the ring to put it at the centre.
← In markets you need aggression to make money and defense to keep it
17 connected korrents · 14 moments from 2 Dec 2016 to 22 Sept 2026.
Everything filed under startups
startups
Everything filed under investing
investing
Everything filed under market efficiency
market efficiency
Everything filed under venture capital
venture capital
Everything filed under value investing
value investing
Everything filed under stock market
stock market 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: In markets you need aggression to make money and defense to keep it In markets you need aggression to make money and defense to keep it
RD
Ray Dalio — holds since c. 2017 — tap for who they are
Same subject: Not every market system is inherently violent — tap to centre the map on it Not every market system is inherently violent
NK
Naomi Klein — holds since c. 2007 — 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 to sell. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: Investing requires mental toughness bordering on insanity to significantly outperform the market. — tap to centre the map on it Investing requires mental toughness bordering on insanity to significantly outperform the market. Last stated 9 years ago
11 May 2017
MB
Michael Batnick — holds since 2017-05-11 — tap for who they are
Same subject: An investor who ends up competing over a seed deal is a bad capitalist limiting their returns. — tap to centre the map on it An investor who ends up competing over a seed deal is a bad capitalist limiting their returns. Last stated 3 months ago
29 Jul 2026
SL
Sam Lessin — holds since 2026-07-29 — tap for who they are
Same subject: It may be more difficult to endure prolonged periods of underperformance while the rest of the world is performing well than it is to stay in stocks through a bear market. — tap to centre the map on it It may be more difficult to endure prolonged periods of underperformance while the rest of the world is performing well than it is to stay in stocks through a bear market. Last stated 10 years ago
2 Dec 2016
MB
Michael Batnick — holds since 2016-12-02 — tap for who they are
Same subject: The main fight in investing is with oneself: panicking, overreacting, underreacting, refusing to observe the present, living in the past or over-believing in the future are psychological traps. — tap to centre the map on it The main fight in investing is with oneself: panicking, overreacting, underreacting, refusing to observe the present, living in the past or over-believing in the future are psychological traps. Last stated 6 years ago
13 Oct 2020
CP
Chamath Palihapitiya — holds since 2020-10-13 — 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, you invest in people — which is why an honest founder who cannot deliver still gets kept alive. Last stated 3 months ago
26 Jul 2026
JH
Jensen Huang — holds since 2026-07-26 — tap for who they are
Same subject: Refusing to commit is the right strategy inside a portfolio and the wrong one everywhere else in life. — tap to centre the map on it Refusing to commit is the right strategy inside a portfolio and the wrong one everywhere else in life. Last stated 3 months ago
28 Jul 2026
NM
Nick Maggiulli — holds since 2026-07-28 — 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 5 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: A venture capital "regatta", where most of the race happens before the Series A, is replacing the VC factory model. — tap to centre the map on it A venture capital "regatta", where most of the race happens before the Series A, is replacing the VC factory model. Last stated 2 years ago
9 Dec 2024
SL
Sam Lessin — holds since 2024-12-09 — 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 open standards in its data exports without documenting the deviation creates an artificial vendor lock-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 market share compounds over time and becomes harder for competitors to close, especially in technology. Last stated a month ago
22 Sept 2026
BR
Barry Ritholtz — holds since 2026-09-22 — tap for who they are
Same subject: A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand. — tap to centre the map on it A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand. Last stated a year ago
2 Sept 2025
BE
Benedict Evans — holds since 2025-09-02 — tap for who they are
Same subject: “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. — tap to centre the map on it “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. Last stated 3 months ago
28 Jul 2026
BS
Blake Scholl — holds since 2026-07-28 — 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 people who agree with you is small but not zero. Last stated 3 months ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: A billboard buys only short, shallow awareness, so it does not work for education or for a startup before product-market fit. — tap to centre the map on it A billboard buys only short, shallow awareness, so it does not work for education or for a startup before product-market fit. Last stated 5 months ago
9 Jun 2026
EK
Emily Kramer — holds since 2026-06-09 — tap for who they are
At the centre
In markets you need aggression to make money and defense to keep it
Last stated c. 2017
Holds Read this korrent →
Not every market system is inherently violent
Last stated c. 2007
Holds
An investor who never borrows against their securities can afford to think, because no fall in price can force them to sell.
Holds
Investing requires mental toughness bordering on insanity to significantly outperform the market.
Holds
An investor who ends up competing over a seed deal is a bad capitalist limiting their returns.
Holds
It may be more difficult to endure prolonged periods of underperformance while the rest of the world is performing well than it is to stay in stocks through a bear market.
Holds
The main fight in investing is with oneself: panicking, overreacting, underreacting, refusing to observe the present, living in the past or over-believing in the future are psychological traps.
Holds
You do not invest in companies, you invest in people — which is why an honest founder who cannot deliver still gets kept alive.
Holds
Refusing to commit is the right strategy inside a portfolio and the wrong one everywhere else in life.
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
A venture capital "regatta", where most of the race happens before the Series A, is replacing the VC factory model.
Holds
A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in.
Holds
A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology.
Holds
A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand.
Holds
“Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now.
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 billboard buys only short, shallow awareness, so it does not work for education or for a startup before product-market fit.
Holds