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← Leadership at scale includes a second job: the long-term foundational work only the leader can do.
17 connected korrents · 18 moments from 1 Jun 2022 to 9 Oct 2026.
Everything filed under investing
investing
Everything filed under AI alignment
AI alignment
Everything filed under stock market
stock market
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: Leadership at scale includes a second job: the long-term foundational work only the leader can do. Leadership at scale includes a second job: the long-term foundational work only the leader can do. Last stated 8 months ago
5 Mar 2026
AR
Ada Chen Rekhi — holds since 2026-03-05 — 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 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 is not thereby overpriced; the test is what revenues and margins that price actually requires. Last stated 11 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 their own goal dies by a thousand compromises and ends up running a company they do not want to work at. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. Last stated 2 months ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
Same subject: A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole. — tap to centre the map on it A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one. — tap to centre the map on it A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance. — tap to centre the map on it A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance. Last stated 4 years ago
9 Aug 2022
GK
Gary Klein — holds since 2022-08-09 — tap for who they are
Same subject: A slowdown in IPOs does not mean investor sentiment is deteriorating — tap to centre the map on it A slowdown in IPOs does not mean investor sentiment is deteriorating Last stated 3 weeks ago
9 Oct 2026
PK
Paul Kedrosky — holds since 2026-10-09 — tap for who they are
Same subject: A company that uses an algorithm to nudge customers into behavior that isn't good for them is doing something bad. — tap to centre the map on it A company that uses an algorithm to nudge customers into behavior that isn't good for them is doing something bad. Last stated a year ago
7 Oct 2025
MM
Mr. Money Mustache — holds since 2025-10-07 — tap for who they are
Same subject: A control evaluation that reports under one per cent risk should be read as several per cent, because the evaluation can itself fail. — tap to centre the map on it A control evaluation that reports under one per cent risk should be read as several per cent, because the evaluation can itself fail. Last stated 2 years ago
7 May 2024
BS
Buck Shlegeris — holds since 2024-05-07 — tap for who they are
Same subject: A feedback loop that reinforces a behavior pulls it toward whatever improves the loop's own score. — tap to centre the map on it A feedback loop that reinforces a behavior pulls it toward whatever improves the loop's own score. Last stated 2 months ago
26 Aug 2026
HK
Henrik Karlsson — holds since 2026-08-26 — 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 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 a month ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
Same subject: AI stocks are behaving as if they are insensitive to interest rate changes. — tap to centre the map on it AI stocks are behaving as if they are insensitive to interest rate changes. Last stated 3 weeks ago
8 Oct 2026
BD
Brad DeLong — holds since 2026-10-08 — tap for who they are
Same subject: A human being is not an AGI: we lack a huge amount of knowledge and rely on continual learning instead, so continual learning is what superintelligence should mean. — tap to centre the map on it A human being is not an AGI: we lack a huge amount of knowledge and rely on continual learning instead, so continual learning is what superintelligence should mean. Last stated 11 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: A proposal to pace frontier AI development is unrealistic and mainly serves political control of AI. — tap to centre the map on it A proposal to pace frontier AI development is unrealistic and mainly serves political control of AI. Last stated a month ago
18 Sept 2026
BT
Ben Thompson — holds since 2026-09-18 — tap for who they are
Same subject: Adapting over time is a workable answer to humans misusing AI and no answer at all to losing control of systems smarter than us. — tap to centre the map on it Adapting over time is a workable answer to humans misusing AI and no answer at all to losing control of systems smarter than us. Last stated 2 years ago
5 Apr 2025
HT
Helen Toner — holds since 2025-04-05 — tap for who they are