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 2 min read Bill Miller's (Miller Value 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 • Bill Miller • Miller Value Partners 15 min read ICONIQ'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 • ICONIQ 1 min read Stockbridge'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 • Stockbridge 4 min read Brad Gerstner's (Altimeter) 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 • Brad Gerstner • Altimeter 1 min read Bill Gates' (Cascade Investment) 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 Gates • Cascade Investment 1 min read Hamilton Helmer's (Strategy 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 • Hamilton Helmer • Strategy Capital 7 min read Sequoia Capital's (SCGE) 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 • Sequoia Capital 31 min read Special Operations Mental Toughness: The invincible mindset of Delta Force, Navy SEALs, and Army Rangers. And how to develop it. 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 8, 2025 • Book Summaries • Leadership • Decision Making 11 min read Four Seasons by Isadore Sharp: The story of the bricklayer who refused to compromise and redefined luxury 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 7, 2025 • Book Summaries • Luxury • Four Seasons 10 min read IKEA Leading by Design: What happens when you refuse to accept that quality requires high prices 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 7, 2025 • Book Summaries • Founder Stories & Interviews • Business Models 9 min read Against the Odds by James Dyson: One prototype a day for 14 Years and James Dyson's insane quest to build a vacuum that actually works 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 6, 2025 • Book Summaries • James Dyson • Dyson 12 min read Principles for Life and Work by Ray Dalio: How Writing Down Your Failures Can Build an $80 Billion Fortune 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 5, 2025 • Book Summaries • Principles: Life and Work • Ray Dalio Load More You've reached the end of the list
2 min read Bill Miller's (Miller Value 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 • Bill Miller • Miller Value Partners
15 min read ICONIQ'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 • ICONIQ
1 min read Stockbridge'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 • Stockbridge
4 min read Brad Gerstner's (Altimeter) 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 • Brad Gerstner • Altimeter
1 min read Bill Gates' (Cascade Investment) 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 Gates • Cascade Investment
1 min read Hamilton Helmer's (Strategy 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 • Hamilton Helmer • Strategy Capital
7 min read Sequoia Capital's (SCGE) 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 • Sequoia Capital
31 min read Special Operations Mental Toughness: The invincible mindset of Delta Force, Navy SEALs, and Army Rangers. And how to develop it. 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 8, 2025 • Book Summaries • Leadership • Decision Making
11 min read Four Seasons by Isadore Sharp: The story of the bricklayer who refused to compromise and redefined luxury 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 7, 2025 • Book Summaries • Luxury • Four Seasons
10 min read IKEA Leading by Design: What happens when you refuse to accept that quality requires high prices 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 7, 2025 • Book Summaries • Founder Stories & Interviews • Business Models
9 min read Against the Odds by James Dyson: One prototype a day for 14 Years and James Dyson's insane quest to build a vacuum that actually works 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 6, 2025 • Book Summaries • James Dyson • Dyson
12 min read Principles for Life and Work by Ray Dalio: How Writing Down Your Failures Can Build an $80 Billion Fortune 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 5, 2025 • Book Summaries • Principles: Life and Work • Ray Dalio