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← Technology companies are the wrong place to look for durable…
17 connected korrents · 17 moments from 3 Sept 1888 to 25 Sept 2026.
Everything filed under value investing
value investing
Everything filed under startups
startups
Everything filed under stock market
stock market
Everything filed under courage
courage
Everything filed under infrastructure
infrastructure
Everything filed under Apple
Apple 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: Technology companies are the wrong place to look for durable businesses, because someone is always building a better version. Technology companies are the wrong place to look for durable businesses, because someone is always building a better version. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: The half-life of a technology company is short, and the few that last decades are the exception rather than the rule. — tap to centre the map on it The half-life of a technology company is short, and the few that last decades are the exception rather than the rule. Last stated a year ago
18 Aug 2025
BT
Bret Taylor — holds since 2025-08-18 — tap for who they are
Same subject: Deep tech companies rarely fail because the technology does not work; they fail because nobody built the systems to run the organisation around it. — tap to centre the map on it Deep tech companies rarely fail because the technology does not work; they fail because nobody built the systems to run the organisation around it. Last stated 2 months ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: The technology a company is founded on can be exactly wrong and still not matter, so long as the founders confront reality and can learn. — tap to centre the map on it The technology a company is founded on can be exactly wrong and still not matter, so long as the founders confront reality and can learn. Last stated 3 months ago
26 Jul 2026
JH
Jensen Huang — holds since 2026-07-26 — tap for who they are
Same subject: Social and advertising businesses come and go; a technology company that wants to endure has to build hardware. — tap to centre the map on it Social and advertising businesses come and go; a technology company that wants to endure has to build hardware. Last stated 3 years ago
29 Jun 2023
GH
George Hotz — holds since 2023-06-29 — tap for who they are
Same subject: There are no bad ideas among qualified people starting technology companies; there is only timing and execution. — tap to centre the map on it There are no bad ideas among qualified people starting technology companies; there is only timing and execution. Last stated 5 years ago
25 Jan 2022
MA
Marc Andreessen — holds since 2022-01-25 — tap for who they are
Same subject: A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use. — tap to centre the map on it A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use. Last stated 5 months ago
2 Jun 2026
JJ
Justin Jackson — holds since 2026-06-02 — tap for who they are
Same subject: A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at. — tap to centre the map on it A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at. Last stated 2 years ago
19 Jun 2024
AS
Aravind Srinivas — holds since 2024-06-19 — tap for who they are
Same subject: The fastest-growing companies are not using data well, because they reached enormous scale before they had time to build any of the instrumentation. — tap to centre the map on it The fastest-growing companies are not using data well, because they reached enormous scale before they had time to build any of the instrumentation. Last stated a year ago
21 Sept 2025
JZ
Julie Zhuo — holds since 2025-09-21 — tap for who they are
Same subject: A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. — tap to centre the map on it A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. Last stated 11 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — 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 margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole. — tap to centre the map on it A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: The S&P 500’s price-to-sales ratio no longer signals what it once did, because today’s companies earn higher margins. — tap to centre the map on it The S&P 500’s price-to-sales ratio no longer signals what it once did, because today’s companies earn higher margins. Last stated 2 months ago
25 Aug 2026
NM
Nick Maggiulli — holds since 2026-08-25 — 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 4 weeks ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
Same subject: The best time to invest is when professional money managers are too fearful to act and the public is gripped by fear and anger. — tap to centre the map on it The best time to invest is when professional money managers are too fearful to act and the public is gripped by fear and anger. Last stated 10 months ago
10 Dec 2025
JZ
Jason Zweig — holds since 2025-12-10 — 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
At the centre
Technology companies are the wrong place to look for durable businesses, because someone is always building a better version.
Holds Read this korrent →
The half-life of a technology company is short, and the few that last decades are the exception rather than the rule.
Holds
Deep tech companies rarely fail because the technology does not work; they fail because nobody built the systems to run the organisation around it.
Holds
The technology a company is founded on can be exactly wrong and still not matter, so long as the founders confront reality and can learn.
Holds
Social and advertising businesses come and go; a technology company that wants to endure has to build hardware.
Holds
There are no bad ideas among qualified people starting technology companies; there is only timing and execution.
Holds
A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use.
Holds
A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at.
Holds
The fastest-growing companies are not using data well, because they reached enormous scale before they had time to build any of the instrumentation.
Holds
A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires.
Holds
A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack.
Holds
A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole.
Holds
The S&P 500’s price-to-sales ratio no longer signals what it once did, because today’s companies earn higher margins.
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
The best time to invest is when professional money managers are too fearful to act and the public is gripped by fear and anger.
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