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← The skill worth investing in is building intent and moving between…
17 connected korrents · 17 moments from 1 Jun 2022 to 24 Sept 2026.
Everything filed under investing
investing
Everything filed under design
design
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 Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: The skill worth investing in is building intent and moving between altitudes, from product thinking to the interaction moment to workflows. The skill worth investing in is building intent and moving between altitudes, from product thinking to the interaction moment to workflows. Last stated 5 months ago
19 May 2026
TG
Tommy Geoco — holds since 2026-05-19 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — 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 10 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — tap for who they are
Same subject: A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. — tap to centre the map on it A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. Last stated 4 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. Last stated a month ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — 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: A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one. — tap to centre the map on it A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance. — tap to centre the map on it A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance. Last stated 4 years ago
9 Aug 2022
GK
Gary Klein — holds since 2022-08-09 — tap for who they are
Same subject: About a dozen holdings captures nearly all the benefit of diversification; going to fifty adds almost nothing. — tap to centre the map on it About a dozen holdings captures nearly all the benefit of diversification; going to fifty adds almost nothing. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: A $1,299, 100-gram pair of slip-on glasses seems far more enticing than a $3,699, 700-gram headset strapped to the face. — tap to centre the map on it A $1,299, 100-gram pair of slip-on glasses seems far more enticing than a $3,699, 700-gram headset strapped to the face. Last stated 2 weeks ago
24 Sept 2026
MS
M.G. Siegler — holds since 2026-09-24 — tap for who they are
Same subject: A baby-step version of eval-driven design is to sketch out 10 to 20 hero flows and run the feature or interaction through them to see where it falls apart. — tap to centre the map on it A baby-step version of eval-driven design is to sketch out 10 to 20 hero flows and run the feature or interaction through them to see where it falls apart. Last stated 4 weeks ago
9 Sept 2026
EB
Ed Bayes — holds since 2026-09-09 — tap for who they are
Same subject: A blank chat box is lazy: it violates the first rule of a good user experience, that it is obvious what you can do. — tap to centre the map on it A blank chat box is lazy: it violates the first rule of a good user experience, that it is obvious what you can do. Last stated a year ago
12 May 2025
JZ
Julie Zhuo — holds since 2025-05-12 — tap for who they are
Same subject: A browser works better as a single window than as multiple separate windows. — tap to centre the map on it A browser works better as a single window than as multiple separate windows. Last stated 3 weeks ago
15 Sept 2026
CC
Chris Coyier — holds since 2026-09-15 — tap for who they are
Same subject: A designer's edge now is pulling things back, making them simpler and more understandable, because everyone can kind of execute right now. — tap to centre the map on it A designer's edge now is pulling things back, making them simpler and more understandable, because everyone can kind of execute right now. Last stated 2 months ago
29 Jul 2026
CD
Charlie Deets — holds since 2026-07-29 — tap for who they are
Same subject: A feature only truly reaches billions of users when they do not have to think about a switch or a mode. — tap to centre the map on it A feature only truly reaches billions of users when they do not have to think about a switch or a mode. Last stated 2 months ago
16 Aug 2026
IS
Ian Silber — holds since 2026-08-16 — tap for who they are
Same subject: A product's craft probably comes down to whether it works without pain and how it makes people feel. — tap to centre the map on it A product's craft probably comes down to whether it works without pain and how it makes people feel. Last stated 4 weeks ago
10 Sept 2026
RS
Robby Stein — holds since 2026-09-10 — tap for who they are
Same subject: A shadow in an interface implies a light source, so an elevated element needs a highlight where the light falls, not just a drop shadow. — tap to centre the map on it A shadow in an interface implies a light source, so an elevated element needs a highlight where the light falls, not just a drop shadow. Last stated 2 years ago
21 Feb 2025
TC
Thiago Costa — holds since 2025-02-21 — tap for who they are
Same subject: A twist works best when it is discoverable on rewatch rather than achieved by directly misleading the audience. — tap to centre the map on it A twist works best when it is discoverable on rewatch rather than achieved by directly misleading the audience. Last stated 11 months ago
18 Nov 2025
NE
Nat Eliason — holds since 2025-11-18 — tap for who they are
At the centre
The skill worth investing in is building intent and moving between altitudes, from product thinking to the interaction moment to workflows.
Holds Read this korrent →
A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate.
Holds
A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires.
Holds
A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at.
Holds
A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement.
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
A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one.
Holds
A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance.
Holds
About a dozen holdings captures nearly all the benefit of diversification; going to fifty adds almost nothing.
Holds
A $1,299, 100-gram pair of slip-on glasses seems far more enticing than a $3,699, 700-gram headset strapped to the face.
Holds
A baby-step version of eval-driven design is to sketch out 10 to 20 hero flows and run the feature or interaction through them to see where it falls apart.
Holds
A blank chat box is lazy: it violates the first rule of a good user experience, that it is obvious what you can do.
Holds
A browser works better as a single window than as multiple separate windows.
Holds
A designer's edge now is pulling things back, making them simpler and more understandable, because everyone can kind of execute right now.
Holds
A feature only truly reaches billions of users when they do not have to think about a switch or a mode.
Holds
A product's craft probably comes down to whether it works without pain and how it makes people feel.
Holds
A shadow in an interface implies a light source, so an elevated element needs a highlight where the light falls, not just a drop shadow.
Holds
A twist works best when it is discoverable on rewatch rather than achieved by directly misleading the audience.
Holds