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← Proxy advisers judge companies by rule-compliance rather than…
17 connected korrents · 16 moments from 14 Dec 2023 to 25 Sept 2026.
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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: Proxy advisers judge companies by rule-compliance rather than shareholder interest, because they grew out of fraud prevention. Proxy advisers judge companies by rule-compliance rather than shareholder interest, because they grew out of fraud prevention. Last stated 5 months ago
9 Jun 2026
BG
Bill Gurley — holds since 2026-06-09 — tap for who they are
Same subject: Venture boards govern badly because a VC director's interest in winning the next deal outweighs their interest in this company. — tap to centre the map on it Venture boards govern badly because a VC director's interest in winning the next deal outweighs their interest in this company. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: Investors have collectively absorbed the idea of increasing returns and power laws, and that belief is what makes them take ever more risk. — tap to centre the map on it Investors have collectively absorbed the idea of increasing returns and power laws, and that belief is what makes them take ever more risk. Last stated 5 months ago
9 Jun 2026
BG
Bill Gurley — holds since 2026-06-09 — tap for who they are
Same subject: If you do not get your company's governance right, none of your other decisions will matter for the long term, because you will not be the one making them. — tap to centre the map on it If you do not get your company's governance right, none of your other decisions will matter for the long term, because you will not be the one making them. Last stated 5 months ago
10 May 2026
ER
Eric Ries — holds since 2026-05-10 — tap for who they are
Same subject: The judgement call about whether to absorb a hack is distorted right now, because the agent will simply do the hacky thing and deal with the consequences for you. — tap to centre the map on it The judgement call about whether to absorb a hack is distorted right now, because the agent will simply do the hacky thing and deal with the consequences for you. Last stated 5 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — tap for who they are
Same subject: An audience is not buying the subject you cover; it is buying your interest in the subject. — tap to centre the map on it An audience is not buying the subject you cover; it is buying your interest in the subject. Last stated 10 months ago
15 Dec 2025
ML
Michael Lewis — holds since 2025-12-15 — tap for who they are
Same subject: People who actively participate in a field give better commentary on it than pure observers with no stake in the outcome. — tap to centre the map on it People who actively participate in a field give better commentary on it than pure observers with no stake in the outcome. Last stated 7 months ago
14 Mar 2026
SW
swyx — holds since 2026-03-14 — 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: 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: A company that is a genuine climate champion should not need to be forced into climate action. — tap to centre the map on it A company that is a genuine climate champion should not need to be forced into climate action. Last stated 2 months ago
19 Aug 2026
EA
Emily Atkin — holds since 2026-08-19 — tap for who they are
Same subject: A company's staff-engineer bar should be set against the best companies in the industry rather than against its own history, which is what makes title inflation a real cost. — tap to centre the map on it A company's staff-engineer bar should be set against the best companies in the industry rather than against its own history, which is what makes title inflation a real cost. Last stated 7 months ago
1 Apr 2026
TP
Thuan Pham — holds since 2026-04-01 — tap for who they are
Same subject: A crewed rocket cannot be made safe by making the booster reliable, so the only real way to improve safety is to carry an escape system. — tap to centre the map on it A crewed rocket cannot be made safe by making the booster reliable, so the only real way to improve safety is to carry an escape system. Last stated 3 years ago
14 Dec 2023
JB
Jeff Bezos — holds since 2023-12-14 — 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
At the centre
Proxy advisers judge companies by rule-compliance rather than shareholder interest, because they grew out of fraud prevention.
Holds Read this korrent →
Venture boards govern badly because a VC director's interest in winning the next deal outweighs their interest in this company.
Holds
Investors have collectively absorbed the idea of increasing returns and power laws, and that belief is what makes them take ever more risk.
Holds
If you do not get your company's governance right, none of your other decisions will matter for the long term, because you will not be the one making them.
Holds
The judgement call about whether to absorb a hack is distorted right now, because the agent will simply do the hacky thing and deal with the consequences for you.
Holds
An audience is not buying the subject you cover; it is buying your interest in the subject.
Holds
People who actively participate in a field give better commentary on it than pure observers with no stake in the outcome.
Holds
An investor who never borrows against their securities can afford to think, because no fall in price can force them to sell.
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
A company that is a genuine climate champion should not need to be forced into climate action.
Holds
A company's staff-engineer bar should be set against the best companies in the industry rather than against its own history, which is what makes title inflation a real cost.
Holds
A crewed rocket cannot be made safe by making the booster reliable, so the only real way to improve safety is to carry an escape system.
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