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← You can't turn a dull business into a sparkle by obsessing about metrics
13 connected korrents · 15 moments from 1 Jun 2022 to 25 Sept 2026.
Everything filed under investing
investing
Everything filed under market efficiency
market efficiency
Everything filed under stock market
stock market
Everything filed under startups
startups 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: You can't turn a dull business into a sparkle by obsessing about metrics You can't turn a dull business into a sparkle by obsessing about metrics Last stated 3 years ago
23 May 2023
DH
David Heinemeier Hansson — holds since 2023-05-23 — tap for who they are
Same subject: For investors today, the idea not worth engaging with is the one that is too small, where it used to be the one that was too ambitious. — tap to centre the map on it For investors today, the idea not worth engaging with is the one that is too small, where it used to be the one that was too ambitious. Last stated 4 weeks ago
6 Sept 2026
AA
Anish Acharya — holds since 2026-09-06 — tap for who they are
Same subject: Selling an undifferentiated product while expecting returns above the cost of capital is unrealistic. — tap to centre the map on it Selling an undifferentiated product while expecting returns above the cost of capital is unrealistic. Last stated 2 years ago
1 Oct 2024
TG
Tren Griffin — holds since 2024-10-01 — tap for who they are
Same subject: A work does not have to be unlike everything before it to be worth making; what makes it new is that this particular person made it. — tap to centre the map on it A work does not have to be unlike everything before it to be worth making; what makes it new is that this particular person made it. Last stated 3 months ago
29 Jun 2026
TC
Ted Chiang — holds since 2024-08-31 — tap for who they are
NC
Nick Cave — holds since 2026-06-29 — tap for who they are
Same subject: The things worth building a business around are the ones that will not have changed in ten years, and those are identifiable in advance. — tap to centre the map on it The things worth building a business around are the ones that will not have changed in ten years, and those are identifiable in advance. Last stated 3 years ago
14 Dec 2023
JB
Jeff Bezos — holds since 2023-12-14 — tap for who they are
Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 10 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — 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 that grows enough eventually has no need for investors. — tap to centre the map on it A company that grows enough eventually has no need for investors. Last stated a month ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — 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 open standards in its data exports without documenting the deviation creates an artificial vendor lock-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 market share compounds over time and becomes harder for competitors to close, especially in technology. Last stated a week 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 be centrally planned, because planning removes the price signal that carries 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 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 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 7 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 from its productivity, not from the financial system or stock market. Last stated a week ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are