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← Your growth problem is not unique, and treating it as unique is a pure opportunity cost.
17 connected korrents · 13 moments on record from 11 Jan 2021 to 1 Sept 2026.
Everything filed under government
government
Everything filed under value investing
value investing
Everything filed under public debt
public debt 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: Your growth problem is not unique, and treating it as unique is a pure opportunity cost. Your growth problem is not unique, and treating it as unique is a pure opportunity cost. Last stated 2 years ago
19 Jan 2025
EV
Elena Verna — holds since 2025-01-19 — tap for who they are
Same subject: If every growth initiative is an experiment, the team has a paralysing disease rather than a process. — tap to centre the map on it If every growth initiative is an experiment, the team has a paralysing disease rather than a process. Last stated 2 years ago
19 Jan 2025
EV
Elena Verna — holds since 2025-01-19 — tap for who they are
Same subject: To reward the instinct that a new idea is worth having, training would have to score the smallness of the concepts a solution needs, not just whether it solved the problem. — tap to centre the map on it To reward the instinct that a new idea is worth having, training would have to score the smallness of the concepts a solution needs, not just whether it solved the problem. Last stated 2 months ago
30 Jun 2026
GS
Grant Sanderson — holds since 2026-06-30 — tap for who they are
Same subject: A company should manufacture fresh internal challenges for its best people, because the alternative is that they go and find those challenges at another company. — tap to centre the map on it A company should manufacture fresh internal challenges for its best people, because the alternative is that they go and find those challenges at another company. Last stated 5 months ago
1 Apr 2026
TP
Thuan Pham — holds since 2026-04-01 — 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 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 2 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 value-versus-growth distinction does not serve investors well in a fast-changing world. — tap to centre the map on it The value-versus-growth distinction does not serve investors well in a fast-changing world. Last stated 6 years ago
11 Jan 2021
HM
Howard Marks — holds since 2021-01-11 — tap for who they are
Same subject: Most of the world fails to solve problems because of pride, excessive regulation, and low standards for what counts as a problem worth fixing. — tap to centre the map on it Most of the world fails to solve problems because of pride, excessive regulation, and low standards for what counts as a problem worth fixing. Last stated a week ago
1 Sept 2026
PL
Pieter Levels — holds since 2026-09-01 — tap for who they are
Same subject: Build on a customer problem somebody viscerally feels and would pay to fix, because it is very easy to imagine one that nobody does. — tap to centre the map on it Build on a customer problem somebody viscerally feels and would pay to fix, because it is very easy to imagine one that nobody does. Last stated a month ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: A broken criminal justice institution survives precisely because it serves the people who run it. — tap to centre the map on it A broken criminal justice institution survives precisely because it serves the people who run it. Last stated a week ago
1 Sept 2026
RB
Radley Balko — holds since 2026-09-01 — tap for who they are
Same subject: A country that builds a national health service becomes more aware of its own existence, because the experience of solidarity is what makes a nation real. — tap to centre the map on it A country that builds a national health service becomes more aware of its own existence, because the experience of solidarity is what makes a nation real. Last stated a week ago
30 Aug 2026
TS
Timothy Snyder — holds since 2026-08-30 — 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 3 weeks ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — 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 weeks ago
25 Aug 2026
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: Readily measurable indicators of cheapness are no longer sufficient on their own to produce a sustainable investing edge. — tap to centre the map on it Readily measurable indicators of cheapness are no longer sufficient on their own to produce a sustainable investing edge. Last stated 6 years ago
11 Jan 2021
HM
Howard Marks — holds since 2021-01-11 — 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 weeks ago
25 Aug 2026
NM
Nick Maggiulli — holds since 2026-08-25 — 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 government's debt dynamics are a household's or a company's, except that it can print money and tax -- and those two powers are what change the ending. — tap to centre the map on it A government's debt dynamics are a household's or a company's, except that it can print money and tax -- and those two powers are what change the ending. Last stated 3 weeks ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
Same subject: A longer average debt maturity protects a government from temporary interest-rate spikes and gives it more time to adjust to permanent rate increases. — tap to centre the map on it A longer average debt maturity protects a government from temporary interest-rate spikes and gives it more time to adjust to permanent rate increases. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
At the centre
Your growth problem is not unique, and treating it as unique is a pure opportunity cost.
Holds EV Elena VernaRead this korrent →
If every growth initiative is an experiment, the team has a paralysing disease rather than a process.
Holds EV Elena Verna
To reward the instinct that a new idea is worth having, training would have to score the smallness of the concepts a solution needs, not just whether it solved the problem.
Holds GS Grant Sanderson
A company should manufacture fresh internal challenges for its best people, because the alternative is that they go and find those challenges at another company.
Holds TP Thuan Pham
The things worth building a business around are the ones that will not have changed in ten years, and those are identifiable in advance.
Holds JB Jeff Bezos
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.
Holds TC Ted ChiangNC Nick Cave
The value-versus-growth distinction does not serve investors well in a fast-changing world.
Holds HM Howard Marks
Most of the world fails to solve problems because of pride, excessive regulation, and low standards for what counts as a problem worth fixing.
Holds
Build on a customer problem somebody viscerally feels and would pay to fix, because it is very easy to imagine one that nobody does.
Holds
A broken criminal justice institution survives precisely because it serves the people who run it.
Holds RB Radley Balko
A country that builds a national health service becomes more aware of its own existence, because the experience of solidarity is what makes a nation real.
Holds TS Timothy Snyder
A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement.
Holds
A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet.
Holds NM Nick Maggiulli
Readily measurable indicators of cheapness are no longer sufficient on their own to produce a sustainable investing edge.
Holds HM Howard Marks
The S&P 500’s price-to-sales ratio no longer signals what it once did, because today’s companies earn higher margins.
Holds NM Nick Maggiulli
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 government's debt dynamics are a household's or a company's, except that it can print money and tax -- and those two powers are what change the ending.
Holds
A longer average debt maturity protects a government from temporary interest-rate spikes and gives it more time to adjust to permanent rate increases.
Holds