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← Wesco was not just a smaller, equally good version of Berkshire --…

11 connected korrents · 11 moments on record from 13 Mar 1998 to 3 Sept 2026.

Everything filed under investing investing Everything filed under semiconductors semiconductors Everything filed under venture capital venture capital Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame 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 goodversion of Berkshire -- each dollar of itsbook value was plainly worth less, and thegap was widening in Berkshire's favor. Last stated 28 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 isnot thereby overpriced; the test iswhat revenues and margins that priceactually requires. Last stated 9 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 itsfoundry rivals is that it canoutspend them, not that it istechnically 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 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 aself-fulfilling ('sunspot') debtcrisis simply by credibly committingto buy as many bonds as needed atthe 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 that grows enough eventually has no need for investors. — tap to centre the map on it A company that grows enougheventually has no need forinvestors. Last stated a week ago 1 Sept 2026 PG Paul Graham — holds since 2026-09-01 — 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 theirown goal dies by a thousandcompromises and ends up running acompany they do not want to work at. Last stated 3 months ago 2 Jun 2026 MP Mark Pincus — holds since 2026-06-02 — tap for who they are Same subject: A chip that can do nothing but low-precision dense linear algebra is enough for machine learning, even though it cannot run Chrome. — tap to centre the map on it A chip that can do nothing butlow-precision dense linear algebrais enough for machine learning, eventhough it cannot run Chrome. Last stated a month ago 30 Jul 2026 JD Jeff Dean — holds since 2026-07-30 — tap for who they are Same subject: A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade. — tap to centre the map on it A computer company has to live fiveto ten years in the future, becausea system takes three years to build,two to ramp, and is then used for adecade. Last stated a month ago 26 Jul 2026 JH Jensen Huang — holds since 2026-07-26 — tap for who they are Same subject: A foundry is a trust business before it is a technology business: a customer whose wafers yield badly misses its own revenue. — tap to centre the map on it A foundry is a trust business beforeit is a technology business: acustomer whose wafers yield badlymisses its own revenue. Last stated 3 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — 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 2 months ago 18 Jul 2026 PL Pieter Levels — holds since 2026-07-18 — tap for who they are Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are toocapital-intensive for venture money;they need government or sovereignfunds behind them. Last stated 3 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting whatyou want in any situation, and thatis exactly why investors want it: aformidable founder's interests andtheirs are the same. Last stated 5 days ago 3 Sept 2026 PG Paul Graham — holds since 2026-09-03 — tap for who they are
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At the centre 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 13 Mar 1998 · 28 years ago Holds Charlie Munger Read this korrent →