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← Investment performance should be judged at the level of a portfolio, never at the level of an individual investment.

12 connected korrents · 13 moments on record from 14 Mar 2014 to 2 Sept 2026.

Everything filed under investing investing Everything filed under venture capital venture capital 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 subject Read this korrent: Investment performance should be judged at the level of a portfolio, never at the level of an individual investment. Investment performance should be judged atthe level of a portfolio, never at thelevel of an individual investment. Last stated 5 years ago 25 Jan 2022 MA Marc Andreessen — holds since 2022-01-25 — tap for who they are Same subject: Venture capitalists are judged on the price they entered and exited at, not on the quality of the business they built. — tap to centre the map on it Venture capitalists are judged onthe price they entered and exitedat, not on the quality of thebusiness they built. Last stated 6 days ago 2 Sept 2026 AD Aswath Damodaran — holds since 2026-09-02 — 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 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: 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: Cash transfers are the index fund of development: the benchmark every actively managed aid programme should have to beat. — tap to centre the map on it Cash transfers are the index fund ofdevelopment: the benchmark everyactively managed aid programmeshould have to beat. Last stated 12 years ago 14 Mar 2014 CB Chris Blattman — holds since 2014-03-14 — 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 enougheventually has no need forinvestors. Last stated a week 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 finalownership stake for the founder of aVC-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 toocapital-intensive for venture money;they need government or sovereignfunds behind them. Last stated 3 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — 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 9 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 3 months ago 2 Jun 2026 MP Mark Pincus — holds since 2026-06-02 — tap for who they are
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At the centre Investment performance should be judged at the level of a portfolio, never at the level of an individual investment. Last stated 25 Jan 2022 · 5 years ago Holds Marc Andreessen Read this korrent →