Tap a claim on the ring to put it at the centre.
← Outside well-established public companies, stock options and RSUs are…
17 connected korrents · 15 moments from 10 Feb 2016 to 22 Sept 2026.
Everything filed under startups
startups
Everything filed under market efficiency
market efficiency
Everything filed under investing
investing
Everything filed under management
management
Everything filed under stock market
stock market
Everything filed under value investing
value investing
Everything filed under venture capital
venture capital 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: Outside well-established public companies, stock options and RSUs are almost all BS next to sharing real profits in cash. Outside well-established public companies, stock options and RSUs are almost all BS next to sharing real profits in cash. Last stated 8 months ago
15 Feb 2026
JF
Jason Fried — holds since 2026-02-15 — tap for who they are
Same subject: A pay package that pays nothing unless the stock rises enormously is a good deal for shareholders, and most chief executives would refuse it. — tap to centre the map on it A pay package that pays nothing unless the stock rises enormously is a good deal for shareholders, and most chief executives would refuse it. Last stated 5 months ago
9 Jun 2026
BG
Bill Gurley — holds since 2026-06-09 — tap for who they are
Same subject: Nobody should take on a concentrated, illiquid asset that is correlated with their main source of income, because that same risk is why outsized rewards exist in the first place. — tap to centre the map on it Nobody should take on a concentrated, illiquid asset that is correlated with their main source of income, because that same risk is why outsized rewards exist in the first place. Last stated a month ago
22 Sept 2026
NM
Nick Maggiulli — holds since 2026-09-22 — tap for who they are
Same subject: Samuelson's random-walk analogy for stock prices was mathematical showing-off dressed up as a claim about the real world. — tap to centre the map on it Samuelson's random-walk analogy for stock prices was mathematical showing-off dressed up as a claim about the real world. Last stated 3 years ago
30 May 2023
AG
Andrew Gelman — holds since 2023-05-27 — tap for who they are
AG
Andrew Gelman — no longer holds since 2023-05-30 — tap for who they are
Same subject: Stocks are the best investment option available. — tap to centre the map on it Stocks are the best investment option available. Last stated 11 years ago
10 Feb 2016
MB
Michael Batnick — holds since 2016-02-10 — 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: Short selling is inherently treacherous and should almost never be done. — tap to centre the map on it Short selling is inherently treacherous and should almost never be done. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: Telling your investors after a Series A that you are going to vibe-code your own purchasing system is contrarian enough that any reasonable board would question it. — tap to centre the map on it Telling your investors after a Series A that you are going to vibe-code your own purchasing system is contrarian enough that any reasonable board would question it. Last stated 3 months ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — 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: 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 business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use. — tap to centre the map on it A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use. Last stated 5 months ago
2 Jun 2026
JJ
Justin Jackson — holds since 2026-06-02 — tap for who they are
At the centre
Outside well-established public companies, stock options and RSUs are almost all BS next to sharing real profits in cash.
Holds Read this korrent →
A pay package that pays nothing unless the stock rises enormously is a good deal for shareholders, and most chief executives would refuse it.
Holds
Nobody should take on a concentrated, illiquid asset that is correlated with their main source of income, because that same risk is why outsized rewards exist in the first place.
Holds
Samuelson's random-walk analogy for stock prices was mathematical showing-off dressed up as a claim about the real world.
No longer holds
Stocks are the best investment option available.
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
Short selling is inherently treacherous and should almost never be done.
Holds
Telling your investors after a Series A that you are going to vibe-code your own purchasing system is contrarian enough that any reasonable board would question it.
Holds
An investor who never borrows against their securities can afford to think, because no fall in price can force them to sell.
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 business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use.
Holds