Tap a claim on the ring to put it at the centre.
← Readily measurable indicators of cheapness are no longer sufficient on…
17 connected korrents · 17 moments from 3 Sept 1888 to 8 Oct 2026.
Everything filed under value investing
value investing
Everything filed under stock market
stock market
Everything filed under courage
courage
Everything filed under management
management
Everything filed under solar
solar
Everything filed under capitalism
capitalism
Everything filed under startups
startups
Everything filed under investing
investing In tension 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: Readily measurable indicators of cheapness are no longer sufficient on their own to produce a sustainable investing edge. Readily measurable indicators of cheapness are no longer sufficient on their own to produce a sustainable investing edge. Last stated 6 years ago
11 Jan 2021
HM
Howard Marks — holds since 2021-01-11 — tap for who they are
In tension: The stock market has become less informationally efficient over the past thirty-plus years, particularly in the relative pricing of common stocks over medium horizons. — tap to centre the map on it The stock market has become less informationally efficient over the past thirty-plus years, particularly in the relative pricing of common stocks over medium horizons. Last stated 2 years ago
3 Sept 2024
CA
Cliff Asness — holds since 2024-09-03 — tap for who they are
Same subject: All genuinely intelligent investing is, by nature, sustainable investing. — tap to centre the map on it All genuinely intelligent investing is, by nature, sustainable investing. Last stated a year ago
2 Jun 2025
GS
Guy Spier — holds since 2025-06-02 — tap for who they are
Same subject: Value investing should mean buying whatever offers the better value proposition on all factors, not buying one side of the value/growth divide. — tap to centre the map on it Value investing should mean buying whatever offers the better value proposition on all factors, not buying one side of the value/growth divide. Last stated 6 years ago
11 Jan 2021
HM
Howard Marks — holds since 2021-01-11 — tap for who they are
Same subject: Value investing today is simply buying something for less than it is worth, which all intelligent investing should be — tap to centre the map on it Value investing today is simply buying something for less than it is worth, which all intelligent investing should be Last stated 4 years ago
3 Mar 2023
MM
Michael Mauboussin — holds since 2023-03-03 — tap for who they are
Same subject: Cheap clean energy has broken the old trade-off between raising living standards and cutting environmental harm. — tap to centre the map on it Cheap clean energy has broken the old trade-off between raising living standards and cutting environmental harm. Last stated 10 months ago
9 Dec 2025
CH
Casey Handmer — holds since 2023-10-11 — tap for who they are
HR
Hannah Ritchie — holds since 2025-12-09 — tap for who they are
Same subject: A market becomes commodified through fungibility of alternatives, not merely through lower price. — tap to centre the map on it A market becomes commodified through fungibility of alternatives, not merely through lower price. Last stated 2 months ago
26 Aug 2026
RK
Rohit Krishnan — holds since 2026-08-26 — tap for who they are
Same subject: Making a commodity cheaply is a harder startup problem than making something valuable, because the product cannot carry a premium. — tap to centre the map on it Making a commodity cheaply is a harder startup problem than making something valuable, because the product cannot carry a premium. Last stated 2 years ago
6 Mar 2025
AV
Austin Vernon — holds since 2025-03-06 — tap for who they are
Same subject: For investors today, the idea not worth engaging with is the one that is too small, where it used to be the one that was too ambitious. — tap to centre the map on it For investors today, the idea not worth engaging with is the one that is too small, where it used to be the one that was too ambitious. Last stated a month ago
6 Sept 2026
AA
Anish Acharya — holds since 2026-09-06 — 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 distinction does not serve investors well in a fast-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: 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 3 weeks 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 a week ago
8 Oct 2026
BD
Brad DeLong — holds since 2026-10-08 — tap for who they are
Same subject: A person should not play the coward to their own deeds by repudiating them once done; pangs of conscience are indecent. — tap to centre the map on it A person should not play the coward to their own deeds by repudiating them once done; pangs of conscience are indecent. Last stated 138 years ago
3 Sept 1888
FN
Friedrich Nietzsche — holds since 1888-09-03 — tap for who they are
Same subject: A society that intensely values intelligence is unprecedented in human history; the Bible, Homer and other ancient texts value strength, courage and beauty instead. — tap to centre the map on it A society that intensely values intelligence is unprecedented in human history; the Bible, Homer and other ancient texts value strength, courage and beauty instead. Last stated 5 months ago
8 May 2026
DR
David Reich — holds since 2026-05-08 — tap for who they are
Same subject: All great literature is about what a bummer it is to be a human being — tap to centre the map on it All great literature is about what a bummer it is to be a human being Last stated 22 years ago
10 May 2004
KV
Kurt Vonnegut — holds since 2004-05-10 — tap for who they are
Same subject: "Hire great people and get out of their way" is dangerous advice for anyone in a leadership role. — tap to centre the map on it "Hire great people and get out of their way" is dangerous advice for anyone in a leadership role. Last stated 2 years ago
17 Dec 2024
CM
Charity Majors — holds since 2024-12-17 — tap for who they are
Same subject: A career goes better attached to the part of a business that brings the money in than to a cost centre, whatever the work itself is. — tap to centre the map on it A career goes better attached to the part of a business that brings the money in than to a cost centre, whatever the work itself is. Last stated 15 years ago
28 Oct 2011
PM
Patrick McKenzie — holds since 2011-10-28 — tap for who they are
At the centre
Readily measurable indicators of cheapness are no longer sufficient on their own to produce a sustainable investing edge.
Holds Read this korrent →
The stock market has become less informationally efficient over the past thirty-plus years, particularly in the relative pricing of common stocks over medium horizons.
Holds
All genuinely intelligent investing is, by nature, sustainable investing.
Holds
Value investing should mean buying whatever offers the better value proposition on all factors, not buying one side of the value/growth divide.
Holds
Value investing today is simply buying something for less than it is worth, which all intelligent investing should be
Holds
Cheap clean energy has broken the old trade-off between raising living standards and cutting environmental harm.
Holds
A market becomes commodified through fungibility of alternatives, not merely through lower price.
Holds
Making a commodity cheaply is a harder startup problem than making something valuable, because the product cannot carry a premium.
Holds
For investors today, the idea not worth engaging with is the one that is too small, where it used to be the one that was too ambitious.
Holds
The value-versus-growth distinction does not serve investors well in a fast-changing world.
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 society's prosperity comes from its productivity, not from the financial system or stock market.
Holds
AI stocks are behaving as if they are insensitive to interest rate changes.
Holds
A person should not play the coward to their own deeds by repudiating them once done; pangs of conscience are indecent.
Holds
A society that intensely values intelligence is unprecedented in human history; the Bible, Homer and other ancient texts value strength, courage and beauty instead.
Holds
All great literature is about what a bummer it is to be a human being
Holds
"Hire great people and get out of their way" is dangerous advice for anyone in a leadership role.
Holds
A career goes better attached to the part of a business that brings the money in than to a cost centre, whatever the work itself is.
Holds