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← The capital stock can grow quickly while the capital share falls,…
10 connected korrents · 7 moments on record from 11 Jan 2021 to 25 Aug 2026.
Everything filed under stock market
stock market
Everything filed under value investing
value investing Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: The capital stock can grow quickly while the capital share falls, because the price of capital goods relative to consumption goods can drop faster still. The capital stock can grow quickly while the capital share falls, because the price of capital goods relative to consumption goods can drop faster still. Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: If people become satiated with capital, the returns to accumulating it fall and the rich start consuming again instead of compounding. — tap to centre the map on it If people become satiated with capital, the returns to accumulating it fall and the rich start consuming again instead of compounding. Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: Whoever fails to satiate in capital rationally saves more, and therefore ends up holding most of the wealth in the long run. — tap to centre the map on it Whoever fails to satiate in capital rationally saves more, and therefore ends up holding most of the wealth in the long run. Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — 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: Customers leave faster when prices rise than they come back when prices fall, which is why sellers hold prices as long as they can. — tap to centre the map on it Customers leave faster when prices rise than they come back when prices fall, which is why sellers hold prices as long as they can. Last stated 10 months ago
25 Oct 2025
JC
John H. Cochrane — holds since 2025-10-25 — tap for who they are
Same subject: A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet. — tap to centre the map on it A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet. Last stated 2 weeks ago
25 Aug 2026
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: Readily measurable indicators of cheapness are no longer sufficient on their own to produce a sustainable investing edge. — tap to centre the map on it 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
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 weeks ago
25 Aug 2026
NM
Nick Maggiulli — holds since 2026-08-25 — 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 weeks 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