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 7 min read Michael Burry's (Scion) 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 • Michael Burry • Scion Asset Management 8 min read David Tepper's (Appaloosa) 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 • David Tepper 2 min read William Alexander von Mueffling's (Cantillon) 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 • William Alexander von Mueffling • Cantillon 1 min read Mark Massey and Scott Bradford's (AltaRock 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 • AltaRock Partners • Mark Massey 4 min read Egerton Capital's 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 • Egerton Capital 2 min read Christopher Hohn's (TCI Fund 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 • Sir Christopher Hohn 15 min read Polen Capital's 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 • Polen Capital 12 min read Daniel Loeb's (Third Point) 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 • Daniel Loeb • Third Point 2 min read Li Lu's (Himalaya Capital) 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 • Li Lu • Himalaya Capital 2 min read Bill Ackman's (Pershing Square) 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 • Bill Ackman • Pershing Square 16 min read Swiss National Bank's 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 • Swiss National Bank (SNB) 13 min read Peter Doyle and Murray Stahl's (Horizon Kinetics) 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 • Murray Stahl • Horizon Kinetics Load More You've reached the end of the list
7 min read Michael Burry's (Scion) 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 • Michael Burry • Scion Asset Management
8 min read David Tepper's (Appaloosa) 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 • David Tepper
2 min read William Alexander von Mueffling's (Cantillon) 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 • William Alexander von Mueffling • Cantillon
1 min read Mark Massey and Scott Bradford's (AltaRock 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 • AltaRock Partners • Mark Massey
4 min read Egerton Capital's 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 • Egerton Capital
2 min read Christopher Hohn's (TCI Fund 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 • Sir Christopher Hohn
15 min read Polen Capital's 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 • Polen Capital
12 min read Daniel Loeb's (Third Point) 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 • Daniel Loeb • Third Point
2 min read Li Lu's (Himalaya Capital) 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 • Li Lu • Himalaya Capital
2 min read Bill Ackman's (Pershing Square) 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 • Bill Ackman • Pershing Square
16 min read Swiss National Bank's 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 • Swiss National Bank (SNB)
13 min read Peter Doyle and Murray Stahl's (Horizon Kinetics) 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 • Murray Stahl • Horizon Kinetics