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← Investment performance should be judged at the level of a portfolio, never at the level of an individual investment.
17 connected korrents · 18 moments from 27 Feb 2020 to 25 Sept 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 benchmarks
benchmarks
Everything filed under documentation
documentation
Everything filed under value investing
value 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 Same subject Same 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 at the level of a portfolio, never at the level 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: Successful investing is fundamentally about self-control rather than understanding markets. — tap to centre the map on it Successful investing is fundamentally about self-control rather than understanding markets. Last stated 2 years ago
19 Oct 2024
JZ
Jason Zweig — holds since 2024-10-19 — 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 on the price they entered and exited at, not on the quality of the business they built. Last stated 2 months ago
2 Sept 2026
AD
Aswath Damodaran — holds since 2026-09-02 — tap for who they are
Same subject: Success is probably measured wrongly when it is judged by the amount of output or the quality of that output. — tap to centre the map on it Success is probably measured wrongly when it is judged by the amount of output or the quality of that output. Last stated 3 months ago
21 Jul 2026
PS
Pablo Stanley — holds since 2026-07-21 — 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 should be the portfolio that is best to hold independent of any tactical market view Last stated 2 months 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: In investing, extra effort tends to correlate negatively with results for the vast majority of people, with some exceptions such as Renaissance Technologies. — tap to centre the map on it In investing, extra effort tends to correlate negatively with results for the vast majority of people, with some exceptions such as Renaissance Technologies. Last stated 2 years ago
28 May 2024
MH
Morgan Housel — holds since 2024-05-28 — tap for who they are
Same subject: A portfolio shows that a person's work is visible, not that they are skilled. — tap to centre the map on it A portfolio shows that a person's work is visible, not that they are skilled. Last stated 5 months ago
26 May 2026
CB
Carlos Alexandro Becker — holds since 2026-05-26 — 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 through an ordinary market cycle is not a portfolio but a bet. Last stated 2 months ago
25 Aug 2026
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: Where accurate feedback is scarce, as in investing, progress depends on creating feedback loops — tap to centre the map on it Where accurate feedback is scarce, as in investing, progress depends on creating feedback loops Last stated 7 years ago
27 Feb 2020
JW
Josh Waitzkin — holds since 2020-02-27 — 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
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
At the centre
Investment performance should be judged at the level of a portfolio, never at the level of an individual investment.
Holds Read this korrent →
Successful investing is fundamentally about self-control rather than understanding markets.
Holds
Venture capitalists are judged on the price they entered and exited at, not on the quality of the business they built.
Holds
Success is probably measured wrongly when it is judged by the amount of output or the quality of that output.
Holds
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Holds
In investing, extra effort tends to correlate negatively with results for the vast majority of people, with some exceptions such as Renaissance Technologies.
Holds
A portfolio shows that a person's work is visible, not that they are skilled.
Holds
A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet.
Holds
Where accurate feedback is scarce, as in investing, progress depends on creating feedback loops
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
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