korrents

On the map

Tap a claim on the ring to put it at the centre.

← Portfolios get changed because of life events far more often than because of market events.

16 connected korrents · 16 moments on record from 20 Apr 2020 to 3 Sept 2026.

Everything filed under stock market stock market Everything filed under SaaS SaaS Everything filed under market efficiency market efficiency Everything filed under value investing value investing Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Portfolios get changed because of life events far more often than because of market events. Portfolios get changed because of lifeevents far more often than because ofmarket events. Last stated 4 days ago 3 Sept 2026 BC Ben Carlson — holds since 2026-09-03 — tap for who they are Same subject: Market history teaches why things behave as they do, never what happens next, because the details never repeat. — tap to centre the map on it Market history teaches why thingsbehave as they do, never whathappens next, because the detailsnever repeat. Last stated 2 years ago 7 Apr 2024 MH Morgan Housel — holds since 2024-04-07 — 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: In financial services it is very often the new products that blow up, because they have not yet been through a cycle. — tap to centre the map on it In financial services it is veryoften the new products that blow up,because they have not yet beenthrough a cycle. Last stated a year ago 16 Jul 2025 JD Jamie Dimon — holds since 2025-07-16 — tap for who they are Same subject: Saving dominates returns early in a career and returns dominate saving later, because compounding is back-loaded. — tap to centre the map on it Saving dominates returns early in acareer and returns dominate savinglater, because compounding isback-loaded. Last stated 4 days ago 3 Sept 2026 BC Ben Carlson — holds since 2026-09-03 — tap for who they are Same subject: There is no average year in the stock market; the long-run average only shows up over a very long horizon. — tap to centre the map on it There is no average year in thestock market; the long-run averageonly shows up over a very longhorizon. Last stated 2 weeks ago 27 Aug 2026 BC Ben Carlson — holds since 2026-08-27 — tap for who they are Same subject: Life change never comes from one transforming plan; it comes from small adjustments to the life you already have. — tap to centre the map on it Life change never comes from onetransforming plan; it comes fromsmall adjustments to the life youalready have. Last stated 5 years ago by 16 Aug 2021 OB Oliver Burkeman — holds since 2021-08-16 — tap for who they are CN Cal Newport — holds since 2020-04-20 — tap for who they are Same subject: The value-versus-growth distinction does not serve investors well in a fast-changing world. — tap to centre the map on it The value-versus-growth distinctiondoes not serve investors well in afast-changing world. Last stated 6 years ago 11 Jan 2021 HM Howard Marks — holds since 2021-01-11 — 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: 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: Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. — tap to centre the map on it Even the most advanced AI cannot befollowed blindly in investing, wherevalue added is zero-sum and what iswidely known is therefore worthlittle. Last stated 3 months ago 10 Jun 2026 RD Ray Dalio — holds since 2026-06-10 — tap for who they are Same subject: Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction. — tap to centre the map on it Stocks sustained by persistentonline attention can stay overpricedfor long periods, so overvaluationalone does not imply a near-termcorrection. Last stated 4 years ago 25 Jul 2022 NS Noah Smith — holds since 2022-07-25 — tap for who they are Same subject: Technology has made markets less efficient at long horizons rather than more efficient. — tap to centre the map on it Technology has made markets lessefficient at long horizons ratherthan more efficient. Last stated 2 years ago 3 Sept 2024 CA Cliff Asness — holds since 2024-09-03 — tap for who they are Same subject: Agents will increase the number of users of SaaS rather than get rid of it. — tap to centre the map on it Agents will increase the number ofusers of SaaS rather than get rid ofit. Last stated 3 months ago 24 May 2026 DS Dan Shipper — holds since 2026-05-24 — tap for who they are Same subject: AI companies are disrupting entire industries, causing a partial collapse of the traditional SaaS business model. — tap to centre the map on it AI companies are disrupting entireindustries, causing a partialcollapse of the traditional SaaSbusiness model. Last stated 6 days ago 1 Sept 2026 PL Pieter Levels — holds since 2026-09-01 — tap for who they are Same subject: AI-assisted ('vibe') coding has made it so easy to build competing SaaS apps that a plain, unremarkable SaaS product can no longer easily attract signups. — tap to centre the map on it AI-assisted ('vibe') coding has madeit so easy to build competing SaaSapps that a plain, unremarkable SaaSproduct can no longer easily attractsignups. Last stated 6 days ago 1 Sept 2026 PL Pieter Levels — holds since 2026-09-01 — tap for who they are
same subject or similar wordinga cloud: claims about one subject, named for itbar: when it was last stated, on a scale from 2015 to today — full is todaya face: someone on record holding the claim — tap it for who they are

At the centre Portfolios get changed because of life events far more often than because of market events. Last stated 3 Sept 2026 · 4 days ago Holds Ben Carlson Read this korrent →