PortalsOS

Daniel Ek's philosophy on investing is aligned with understanding one's temperament and focusing on a few key assets rather than diversifying widely.

Jamie Dimon, who I think is a leader, should recuse himself from decisions where the government has input and have a panel of thoughtful, smart people decide what's best.

Investing in ETFs that bet against the Magnificent 10 is risky. You could lose everything, but it's a hedge against a potential market crash.

At Sequoia, investment decisions are made by consensus. If one person says no, it doesn't happen. This blew my mind when I first got there.

Investors are advised to focus on their unique insights and passions rather than following herd mentality, as this can lead to more successful outcomes.

There is a movement to ban stock trading by Congress members to prevent conflicts of interest. One proposal is to require assets to be placed in a trust, eliminating direct control.

In 2019, the Business Roundtable signed the stakeholder capitalism thing, but four companies didn't sign it, and I invested in those. They all did really well!

Investors should focus on unique conviction rather than following the herd, especially in the AI space.

The current investment environment is characterized by a mix of caution and FOMO, with some investors hesitant due to macroeconomic factors while others are driven by fear of missing out on high-growth opportunities.

Investors are encouraged to focus on unique conviction and passion when choosing startups, rather than following herd mentality or bargain hunting.