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← Portfolios get changed because of life events far more often than because of market events.
17 connected korrents · 16 moments from 7 Sept 2022 to 25 Sept 2026.
Everything filed under investing
investing
Everything filed under stock market
stock market
Everything filed under market efficiency
market efficiency
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venture capital
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value investing
Everything filed under design
design 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: Portfolios get changed because of life events far more often than because of market events. Portfolios get changed because of life events far more often than because of market events. Last stated 2 months 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 things behave as they do, never what happens next, because the details never repeat. Last stated 3 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 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: 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: A portfolio should show the one or two recent projects where you have developed as a designer and honed the craft, rather than older, weaker ones. — tap to centre the map on it A portfolio should show the one or two recent projects where you have developed as a designer and honed the craft, rather than older, weaker ones. Last stated a month ago
15 Sept 2026
NF
Nev Flynn — holds since 2026-09-15 — tap for who they are
Same subject: An investor with a 20-, 30- or 50-year game should not take cues from people playing a different game, such as trading for the next quarter, and that is where much of investing's danger comes from. — tap to centre the map on it An investor with a 20-, 30- or 50-year game should not take cues from people playing a different game, such as trading for the next quarter, and that is where much of investing's danger comes from. Last stated 2 years ago
28 May 2024
MH
Morgan Housel — holds since 2024-05-28 — 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 very often the new products that blow up, because they have not yet been through 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 a career and returns dominate saving later, because compounding is back-loaded. Last stated 2 months ago
3 Sept 2026
BC
Ben Carlson — holds since 2026-09-03 — tap for who they are
Same subject: Risk is best defined as whatever could keep a person from their own goals, so stock-market volatility is a risk for a day trader and not for someone retiring in fifty years. — tap to centre the map on it Risk is best defined as whatever could keep a person from their own goals, so stock-market volatility is a risk for a day trader and not for someone retiring in fifty years. Last stated 2 years ago
28 May 2024
MH
Morgan Housel — holds since 2024-05-28 — 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
Portfolios get changed because of life events far more often than because of market events.
Holds Read this korrent →
Market history teaches why things behave as they do, never what happens next, because the details never repeat.
Holds
A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet.
Holds
Most investment returns come from long-term compounding rather than the price paid at purchase.
Holds
A portfolio should show the one or two recent projects where you have developed as a designer and honed the craft, rather than older, weaker ones.
Holds
An investor with a 20-, 30- or 50-year game should not take cues from people playing a different game, such as trading for the next quarter, and that is where much of investing's danger comes from.
Holds
In financial services it is very often the new products that blow up, because they have not yet been through a cycle.
Holds
Saving dominates returns early in a career and returns dominate saving later, because compounding is back-loaded.
Holds
Risk is best defined as whatever could keep a person from their own goals, so stock-market volatility is a risk for a day trader and not for someone retiring in fifty years.
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