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← Investment returns can surpass business revenue.
17 connected korrents · 17 moments from 1 Jun 2022 to 23 Sept 2026.
Everything filed under investing
investing
Everything filed under startups
startups
Everything filed under market efficiency
market efficiency
Everything filed under Apple
Apple
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 returns can surpass business revenue. Investment returns can surpass business revenue. Last stated a week ago
23 Sept 2026
PL
Pieter Levels — holds since 2026-09-23 — tap for who they are
Same subject: Most investment returns come from long-term compounding rather than the price paid at purchase. — tap to centre the map on it Most investment returns come from long-term compounding rather than the price paid at purchase. Last stated 4 years ago
7 Sept 2022
BC
Boris Cherny — holds since 2022-09-07 — tap for who they are
Same subject: The new wave of businesses is not lightweight slop: the median one is doing better than a year ago, and more of them clear every revenue threshold. — tap to centre the map on it The new wave of businesses is not lightweight slop: the median one is doing better than a year ago, and more of them clear every revenue threshold. Last stated 2 months ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: Selling an undifferentiated product while expecting returns above the cost of capital is unrealistic. — tap to centre the map on it Selling an undifferentiated product while expecting returns above the cost of capital is unrealistic. Last stated 2 years ago
1 Oct 2024
TG
Tren Griffin — holds since 2024-10-01 — tap for who they are
Same subject: Pursuing more profitability is not always the right business decision. — tap to centre the map on it Pursuing more profitability is not always the right business decision. Last stated 2 weeks ago
21 Sept 2026
HD
Horace Dediu — holds since 2026-09-21 — tap for who they are
Same subject: Buying the best business in the world at too high a price still produces poor returns. — tap to centre the map on it Buying the best business in the world at too high a price still produces poor returns. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: An ads business's revenue tomorrow is essentially caused by the return it delivers advertisers today. — tap to centre the map on it An ads business's revenue tomorrow is essentially caused by the return it delivers advertisers today. Last stated 2 weeks ago
20 Sept 2026
PS
Peter Sellis — holds since 2026-09-20 — tap for who they are
Same subject: Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. — tap to centre the map on it Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. Last stated 2 months ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: The things worth building a business around are the ones that will not have changed in ten years, and those are identifiable in advance. — tap to centre the map on it The things worth building a business around are the ones that will not have changed in ten years, and those are identifiable in advance. Last stated 3 years ago
14 Dec 2023
JB
Jeff Bezos — holds since 2023-12-14 — tap for who they are
Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 10 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — 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 a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the 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 that grows enough eventually has no need for investors. — tap to centre the map on it A company that grows enough eventually has no need for investors. Last stated a month ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — 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 fees it charges, so most investors are better 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 should be the portfolio that is best to hold independent of any tactical market view Last stated a month 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: At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. — tap to centre the map on it At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 4 weeks ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: Growth impresses investors more than any credential does. — tap to centre the map on it Growth impresses investors more than any credential does. Last stated a month ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — tap for who they are
Same subject: The median venture capitalist has produced no more excess return than the median mutual-fund or private-equity manager. — tap to centre the map on it The median venture capitalist has produced no more excess return than the median mutual-fund or private-equity manager. Last stated 4 weeks ago
2 Sept 2026
AD
Aswath Damodaran — holds since 2026-09-02 — tap for who they are