Tap a claim on the ring to put it at the centre.
← Short selling is inherently treacherous and should almost never be done.
17 connected korrents · 16 moments on record from 20 Feb 2024 to 7 Sept 2026.
Everything filed under America
America
Everything filed under startups
startups
Everything filed under China
China
Everything filed under market efficiency
market efficiency
Everything filed under vibe coding
vibe coding 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: Short selling is inherently treacherous and should almost never be done. 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: 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… Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American market capitalisation is private. — tap to centre the map on it The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American… Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: Enterprises buy from startups now because the risk of keeping the status quo has come to look larger than the risk of the startup. — tap to centre the map on it Enterprises buy from startups now because the risk of keeping the status quo has come to look larger than the… Last stated a month ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — 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 be followed blindly in investing, where value added is zero-sum and what is widely… Last stated 3 months ago
10 Jun 2026
RD
Ray Dalio — holds since 2026-06-10 — tap for who they are
Same subject: At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. — tap to centre the map on it At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen… Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — 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… Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: The claim that passive investing has made markets less efficient is overwrought. — tap to centre the map on it The claim that passive investing has made markets less efficient is overwrought. Last stated 3 months ago
18 Jun 2026
AD
Aswath Damodaran — holds since 2026-06-18 — tap for who they are
Same subject: The pull of fundamentals that used to reverse market momentum has weakened, so betting on mean reversion is more dangerous than it was. — tap to centre the map on it The pull of fundamentals that used to reverse market momentum has weakened, so betting on mean reversion is… Last stated 5 days ago
2 Sept 2026
AD
Aswath Damodaran — holds since 2026-09-02 — tap for who they are
Same subject: A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. — tap to centre the map on it A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. Last stated 3 weeks ago
18 Aug 2026
CH
Casey Handmer — holds since 2025-10-31 — tap for who they are
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
Same subject: A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. — tap to centre the map on it A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people… Last stated a year ago
13 Aug 2025
KJ
Keyu Jin — holds since 2025-08-13 — tap for who they are
Same subject: A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade. — tap to centre the map on it A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would… Last stated today
7 Sept 2026
PK
Paul Krugman — holds since 2026-09-07 — 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… Last stated a month ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: A founder cannot delegate judgment: the chief executive has to make the decision that makes sense to them, however much momentum the alternative has. — tap to centre the map on it A founder cannot delegate judgment: the chief executive has to make the decision that makes sense to them, however… Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: A founder needs ambition rather than a sense of duty, because a startup is grueling enough that dutifulness will not carry anyone through it. — tap to centre the map on it A founder needs ambition rather than a sense of duty, because a startup is grueling enough that dutifulness will… Last stated 4 days ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: A country cannot fund its own industrial strategy and call the same policy cheating when China does it. — tap to centre the map on it A country cannot fund its own industrial strategy and call the same policy cheating when China does it. Last stated a year ago
15 May 2025
HR
Hannah Ritchie — holds since 2025-05-15 — tap for who they are
Same subject: A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms. — tap to centre the map on it A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets… Last stated 3 weeks ago
18 Aug 2026
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
Same subject: A large, sustained AI capability lead by either the US or China could shift the global balance of power between them. — tap to centre the map on it A large, sustained AI capability lead by either the US or China could shift the global balance of power… Last stated 2 days ago
5 Sept 2026
NS
Noah Smith — holds since 2026-09-05 — tap for who they are
At the centre
Short selling is inherently treacherous and should almost never be done.
Holds BA Bill AckmanRead this korrent →
An investor who never borrows against their securities can afford to think, because no fall in price can force them to sell.
Holds BA Bill Ackman
The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American market capitalisation is private.
Holds PT Phil Trammell
Enterprises buy from startups now because the risk of keeping the status quo has come to look larger than the risk of the startup.
Holds
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.
Holds
At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk.
Holds JD Jamie Dimon
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 MH Max Hodak
The claim that passive investing has made markets less efficient is overwrought.
Holds AD Aswath Damodaran
The pull of fundamentals that used to reverse market momentum has weakened, so betting on mean reversion is more dangerous than it was.
Holds AD Aswath Damodaran
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.
Holds CH Casey HandmerEB Eric Berger
A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation.
Holds KJ Keyu Jin
A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade.
Holds PK Paul Krugman
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 founder cannot delegate judgment: the chief executive has to make the decision that makes sense to them, however much momentum the alternative has.
Holds MH Max Hodak
A founder needs ambition rather than a sense of duty, because a startup is grueling enough that dutifulness will not carry anyone through it.
Holds
A country cannot fund its own industrial strategy and call the same policy cheating when China does it.
Holds HR Hannah Ritchie
A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms.
Holds EB Eric Berger
A large, sustained AI capability lead by either the US or China could shift the global balance of power between them.
Holds