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← The market is judging winners and losers on a quarterly basis with increasing extremity.

17 connected korrents · 18 moments from 2 Dec 2016 to 30 Oct 2026.

Everything filed under market efficiency market efficiency Everything filed under stock market stock market Everything filed under startups startups Everything filed under capitalism capitalism Everything filed under investing investing Everything filed under venture capital venture capital Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: The market is judging winners and losers on a quarterly basis with increasing extremity. The market is judging winners and loserson a quarterly basis with increasingextremity. Last stated yesterday 30 Oct 2026 MS M.G. Siegler — holds since 2026-10-30 — 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 usedto reverse market momentum hasweakened, so betting on meanreversion is more dangerous than itwas. Last stated 2 months ago 2 Sept 2026 AD Aswath Damodaran — holds since 2026-09-02 — tap for who they are Same subject: The public markets may cause the late-stage private markets to begin valuing companies based on margins. — tap to centre the map on it The public markets may cause thelate-stage private markets to beginvaluing companies based on margins. Last stated 7 years ago 29 Sept 2019 FW Fred Wilson — holds since 2019-09-29 — tap for who they are Same subject: Competition breaks down once someone accrues dominant market power — tap to centre the map on it Competition breaks down once someoneaccrues dominant market power Last stated 5 years ago 13 Jan 2022 DH David Heinemeier Hansson — holds since 2022-01-13 — tap for who they are Same subject: Hopefully competition authorities around the world will finally be forced to act — tap to centre the map on it Hopefully competition authoritiesaround the world will finally beforced to act Last stated 5 years ago 15 Feb 2022 DH David Heinemeier Hansson — holds since 2022-02-15 — tap for who they are Same subject: Markets reward growth until it stalls, then they reward profitability instead. — tap to centre the map on it Markets reward growth until itstalls, then they rewardprofitability instead. Last stated 5 months ago 15 Jun 2026 BF Brad Feld — holds since 2026-06-15 — tap for who they are Same subject: The nonfiction market may be experiencing a serious contraction or significant down cycle that nothing will reverse. — tap to centre the map on it The nonfiction market may beexperiencing a serious contractionor significant down cycle thatnothing will reverse. Last stated 2 months ago 13 Sept 2026 JW John Warner — holds since 2026-09-13 — tap for who they are Same subject: The new wave of businesses is not lightweight slop: the median one is doing better than a year ago, and more of them clear every revenue threshold. — tap to centre the map on it The new wave of businesses is notlightweight slop: the median one isdoing better than a year ago, andmore of them clear every revenuethreshold. Last stated 3 months ago 31 Jul 2026 PC Patrick Collison — holds since 2026-07-31 — tap for who they are Same subject: It may be more difficult to endure prolonged periods of underperformance while the rest of the world is performing well than it is to stay in stocks through a bear market. — tap to centre the map on it It may be more difficult to endureprolonged periods ofunderperformance while the rest ofthe world is performing well than itis to stay in stocks through a bearmarket. Last stated 10 years ago 2 Dec 2016 MB Michael Batnick — holds since 2016-12-02 — 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 openstandards in its data exportswithout documenting the deviationcreates an artificial vendorlock-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 marketshare compounds over time andbecomes harder for competitors toclose, 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 becentrally planned, because planningremoves the price signal thatcarries information about demand. Last stated a year ago 2 Sept 2025 BE Benedict Evans — holds since 2025-09-02 — 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 thatcan display quarter-on-quarter stockgrowth, not one that makes goodproducts 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 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 givesa stock's valuation a downside floorthat growth stocks without dividendslack. 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 fromits productivity, not from thefinancial system or stock market. Last stated a month ago 25 Sept 2026 MM Mr. Money Mustache — holds since 2026-09-25 — tap for who they are Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has anadvantage over a repeat winner,because past success makes it tooeasy to raise money and hire againsta big vision before there isproduct-market fit. Last stated 5 months ago 14 Jun 2026 MP Mark Pincus — holds since 2026-06-14 — tap for who they are Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half thevaluation if it buys all of thecontrol, because the right to bewrong in your own way is whatfounding was for. Last stated 5 months ago 2 Jun 2026 MP Mark Pincus — holds since 2026-06-02 — tap for who they are Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common finalownership stake for the founder of aVC-funded startup that works out. Last stated 3 months ago 18 Jul 2026 PL Pieter Levels — holds since 2026-07-18 — tap for who they are
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At the centre The market is judging winners and losers on a quarterly basis with increasing extremity. Last stated 30 Oct 2026 · yesterday Holds M.G. Siegler Read this korrent →