Blog All Posts 13Fs of Great Investors Podcast Episodes History's Greatest Life Lessons Peak Performance Book Summaries Incredible Speeches Leadership Founder Stories & Interviews Creativity Money & Investing 20 Minute Playbook Strategy Investor Interviews Berkshire Hathaway Charlie Munger Warren Buffett Steve Jobs Expert Interviews Incredible Letters Decision Making Apple Author Interviews Incredible People Crypto Venture Capital Incredible Interviews Sequoia Capital Pixar Capital Allocation Business Models Scott Bradford Mark Massey Bill Gates ICONIQ Chuck Akre AltaRock Partners Akre Capital Management Egerton Capital William Alexander von Mueffling Polen Capital Swiss National Bank (SNB) Hamilton Helmer Strategy Capital Stanley Druckenmiller Brad Gerstner Sir Christopher Hohn Bill Ackman Risk Pershing Square Li Lu Coaching Himalaya Capital Stockbridge Altimeter Cascade Investment Miller Value Partners Bill Miller Neil Mehta Cantillon Third Point Greenoaks Daniel Loeb Duquesne Michael Larsen Category Creation Shareholder Letters Top 5 Highlights Michael Burry Scion Asset Management Cliff Sosin CAS Investment Partners Jeff Bezos Horizon Kinetics David Tepper Space Frameworks Simplicity Brand Building Worldly Partners Arvind Navaratnam John Armitage Marc Andreessen A16Z Dhandho Holdings Appaloosa Pabrai Investment Funds Murray Stahl Dhandho Funds Mohnish Pabrai Differentiation Strategy Ben Horowitz General Catalyst Situational Awareness Maren Capital Thomas Gayner Gardner Russo & Quinn Tom Russo Real Estate Semper Vic Partners Posts Previous Posts 21 min read Renaissance Technologies: Breaking down Renaissance's quantitative model, returns, Medallion Fund economics, moat, culture, and origin story. Plus lessons learned from Jim Simons. Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Business Breakdowns • Renaissance Technologies • Jim Simons 16 min read Hermès: Breaking down the Hermès business model, moat, margins, culture, origin story, and journey to a €230B luxury empire. Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Business Breakdowns • Hermès • Axel Dumas 9 min read Sol Price Retail Revolutionary: How a misfit lawyer accidentally invented modern retail and taught everyone from Sam Walton to Jeff Bezos and James Sinegal Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Book Summaries • Business Models • Strategy 21 min read IKEA: Breaking down IKEA's business model, strategic moat, economics, culture, origin story, and journey to €100 billion Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Business Breakdowns • IKEA • Ingvar Kamprad 17 min read How to Make a Few Billion Dollars by Brad Jacobs: The hard won lessons from building 7 multi-billion dollar businesses Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Book Summaries • Brad Jacobs • Leadership 11 min read Pride in Performance by Les Schwab: How an 8th grade dropout built a 500-store tire dynasty by sharing half the profits Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Book Summaries • Founder Stories & Interviews • Les Schwab 20 min read Epic Systems: Breaking down Epic's business model, strategic moat, economics, culture, origin story, and journey to a $45 billion monopoly Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Business Breakdowns • Epic Systems • Judy Faulkner 3 min read Leopold Aschenbrenner's (Situational Awareness) Trades and Holdings in Q2 2025 Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 14, 2025 • 13Fs of Great Investors • Leopold Aschenbrenner • Situational Awareness 1 min read Arvind Navaratnam's (Worldly Partners) Trades and Holdings in Q2 2025 Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 14, 2025 • 13Fs of Great Investors • Worldly Partners • Arvind Navaratnam 1 min read Cliff Sosin's (CAS Investment Partners) Trades and Holdings in Q2 2025 Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 14, 2025 • 13Fs of Great Investors • Cliff Sosin • CAS Investment Partners 2 min read Neil Mehta's (Greenoaks) Trades and Holdings in Q2 2025 Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 14, 2025 • 13Fs of Great Investors • Neil Mehta • Greenoaks 3 min read Chuck Akre's (Akre Capital Management) Trades and Holdings in Q2 2025 Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 14, 2025 • 13Fs of Great Investors • Chuck Akre • Akre Capital Management Load More You've reached the end of the list
21 min read Renaissance Technologies: Breaking down Renaissance's quantitative model, returns, Medallion Fund economics, moat, culture, and origin story. Plus lessons learned from Jim Simons. Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Business Breakdowns • Renaissance Technologies • Jim Simons
16 min read Hermès: Breaking down the Hermès business model, moat, margins, culture, origin story, and journey to a €230B luxury empire. Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Business Breakdowns • Hermès • Axel Dumas
9 min read Sol Price Retail Revolutionary: How a misfit lawyer accidentally invented modern retail and taught everyone from Sam Walton to Jeff Bezos and James Sinegal Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Book Summaries • Business Models • Strategy
21 min read IKEA: Breaking down IKEA's business model, strategic moat, economics, culture, origin story, and journey to €100 billion Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Business Breakdowns • IKEA • Ingvar Kamprad
17 min read How to Make a Few Billion Dollars by Brad Jacobs: The hard won lessons from building 7 multi-billion dollar businesses Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Book Summaries • Brad Jacobs • Leadership
11 min read Pride in Performance by Les Schwab: How an 8th grade dropout built a 500-store tire dynasty by sharing half the profits Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Book Summaries • Founder Stories & Interviews • Les Schwab
20 min read Epic Systems: Breaking down Epic's business model, strategic moat, economics, culture, origin story, and journey to a $45 billion monopoly Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 15, 2025 • Business Breakdowns • Epic Systems • Judy Faulkner
3 min read Leopold Aschenbrenner's (Situational Awareness) Trades and Holdings in Q2 2025 Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 14, 2025 • 13Fs of Great Investors • Leopold Aschenbrenner • Situational Awareness
1 min read Arvind Navaratnam's (Worldly Partners) Trades and Holdings in Q2 2025 Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 14, 2025 • 13Fs of Great Investors • Worldly Partners • Arvind Navaratnam
1 min read Cliff Sosin's (CAS Investment Partners) Trades and Holdings in Q2 2025 Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 14, 2025 • 13Fs of Great Investors • Cliff Sosin • CAS Investment Partners
2 min read Neil Mehta's (Greenoaks) Trades and Holdings in Q2 2025 Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 14, 2025 • 13Fs of Great Investors • Neil Mehta • Greenoaks
3 min read Chuck Akre's (Akre Capital Management) Trades and Holdings in Q2 2025 Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Daniel Scrivner Daniel Scrivner Sharing what I learn studying history's greatest entrepreneurs and investors. Explore the best books, speeches, interviews, and letters with me. X Aug 14, 2025 • 13Fs of Great Investors • Chuck Akre • Akre Capital Management
