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← Wesco was not just a smaller, equally good version of Berkshire --…
11 connected korrents · 11 moments from 3 Sept 1888 to 25 Sept 2026.
Everything filed under value investing
value investing
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stock market
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courage
Everything filed under semiconductors
semiconductors 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: Wesco was not just a smaller, equally good version of Berkshire -- each dollar of its book value was plainly worth less, and the gap was widening in Berkshire's favor. Wesco was not just a smaller, equally good version of Berkshire -- each dollar of its book value was plainly worth less, and the gap was widening in Berkshire's favor. Last stated 29 years ago
13 Mar 1998
CM
Charlie Munger — holds since 1998-03-13 — 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: TSMC's real advantage over its foundry rivals is that it can outspend them, not that it is technically ahead. — tap to centre the map on it TSMC's real advantage over its foundry rivals is that it can outspend them, not that it is technically ahead. Last stated 6 years ago
29 Jan 2021
JY
Jon Y — holds since 2021-01-29 — 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: 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 months ago
25 Aug 2026
NM
Nick Maggiulli — holds since 2026-08-25 — 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 6 months ago
8 May 2026
DR
David Reich — holds since 2026-05-08 — tap for who they are