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← Stocks of companies in the physical world are currently the best place…
17 connected korrents · 18 moments from 20 Feb 2024 to 8 Oct 2026. Nearly all of them are about stock market .
Everything filed under semiconductors
semiconductors
Everything filed under investing
investing
Everything filed under market efficiency
market efficiency
Everything filed under value investing
value investing
Everything filed under interest rates
interest rates 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: Stocks of companies in the physical world are currently the best place to be while the disruption question hangs over software and services. Stocks of companies in the physical world are currently the best place to be while the disruption question hangs over software and services. Last stated 8 months ago
22 Feb 2026
JB
Josh Brown — holds since 2026-02-22 — 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: 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 2 weeks ago
8 Oct 2026
BD
Brad DeLong — holds since 2026-10-08 — 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's exuberance turned out to be warranted; we remember the failures and forget the value that era created. 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 fees it charges, so most investors are better 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 should be the portfolio that is best to hold independent of any tactical market view Last stated 2 months 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: Because stock returns are concentrated in a few winners that are very hard to know in advance, owning the whole index guarantees owning whichever ones turn out to be the drivers. — tap to centre the map on it Because stock returns are concentrated in a few winners that are very hard to know in advance, owning the whole index guarantees owning whichever ones turn out to be the drivers. Last stated 2 years ago
28 May 2024
MH
Morgan Housel — holds since 2024-05-28 — tap for who they are
Same subject: Buying and holding a handful of index funds for decades outperforms most people who trade to beat the market, including most professionals. — tap to centre the map on it Buying and holding a handful of index funds for decades outperforms most people who trade to beat the market, including most professionals. Last stated 2 years ago
24 Aug 2024
JZ
Jason Zweig — holds since 2024-08-24 — tap for who they are
Same subject: A ban on self-recursive improvement in AI models would create a big incentive for some other parts of the world to invest a lot more in compute. — tap to centre the map on it A ban on self-recursive improvement in AI models would create a big incentive for some other parts of the world to invest a lot more in compute. Last stated a month ago
22 Sept 2026
TC
Tyler Cowen — holds since 2026-09-22 — tap for who they are
Same subject: A chip that can do nothing but low-precision dense linear algebra is enough for machine learning, even though it cannot run Chrome. — tap to centre the map on it A chip that can do nothing but low-precision dense linear algebra is enough for machine learning, even though it cannot run Chrome. Last stated 3 months ago
30 Jul 2026
JD
Jeff Dean — holds since 2026-07-30 — tap for who they are
Same subject: A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade. — tap to centre the map on it A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade. Last stated 3 months ago
26 Jul 2026
JH
Jensen Huang — holds since 2026-07-26 — tap for who they are
Same subject: AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. — tap to centre the map on it AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. Last stated 4 weeks ago
24 Sept 2026
GO
Gergely Orosz — holds since 2026-09-24 — tap for who they are
Same subject: Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts. — tap to centre the map on it Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts. Last stated 11 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Data centres in orbit will be a better business than Starlink, because an inference token is worth far more per byte than a video packet. — tap to centre the map on it Data centres in orbit will be a better business than Starlink, because an inference token is worth far more per byte than a video packet. Last stated 8 months ago
10 Feb 2026
CH
Casey Handmer — holds since 2026-02-10 — 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
Stocks of companies in the physical world are currently the best place to be while the disruption question hangs over software and services.
Holds Read this korrent →
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
AI stocks are behaving as if they are insensitive to interest rate changes.
Holds
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.
Holds
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Holds
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Holds
Because stock returns are concentrated in a few winners that are very hard to know in advance, owning the whole index guarantees owning whichever ones turn out to be the drivers.
Holds
Buying and holding a handful of index funds for decades outperforms most people who trade to beat the market, including most professionals.
Holds
A ban on self-recursive improvement in AI models would create a big incentive for some other parts of the world to invest a lot more in compute.
Holds
A chip that can do nothing but low-precision dense linear algebra is enough for machine learning, even though it cannot run Chrome.
Holds
A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade.
Holds
AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1.
Holds
Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts.
Holds
Data centres in orbit will be a better business than Starlink, because an inference token is worth far more per byte than a video packet.
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