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 Incredible People Author Interviews Venture Capital Crypto Incredible Interviews Business Models Pixar Capital Allocation Coaching Risk Stanley Druckenmiller Sequoia Capital Bill Gates ICONIQ Shareholder Letters Top 5 Highlights Category Creation Scott Bradford Mark Massey Cascade Investment Altimeter Brad Gerstner AltaRock Partners Miller Value Partners Bill Miller Egerton Capital William Alexander von Mueffling Polen Capital Third Point Daniel Loeb Greenoaks Neil Mehta Strategy Capital Hamilton Helmer Swiss National Bank (SNB) Sir Christopher Hohn Chuck Akre Stockbridge Akre Capital Management Bill Ackman Pershing Square Li Lu Scion Asset Management Michael Burry Himalaya Capital Brand Building Frameworks Horizon Kinetics Michael Larsen Cantillon Jeff Bezos David Tepper Simplicity Duquesne CAS Investment Partners Cliff Sosin Space Murray Stahl Differentiation Strategy Real Estate Appaloosa John Armitage Situational Awareness Private Credit General Catalyst 1-800-GOT-JUNK Business Breakdowns Craftsmanship Worldly Partners Arvind Navaratnam Joey Cofone Bitcoin Writing Nicolas Cole Thomas Gayner Markel Group Orlando Bravo Aquamarine Posts Previous Posts 4 min read William Alexander von Mueffling's Trades in Q1 2024 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 May 15, 2024 • 13Fs of Great Investors • William Alexander von Mueffling • Cantillon 2 min read Cliff Sosin's Trades in Q1 2024 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 May 15, 2024 • 13Fs of Great Investors • Cliff Sosin • CAS Investment Partners 3 min read Neil Mehta's Trades in Q1 2024 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 May 15, 2024 • 13Fs of Great Investors • Neil Mehta • Greenoaks 4 min read Egerton Capital's Trades and Holdings in Q1 2024 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 May 13, 2024 • 13Fs of Great Investors • Egerton Capital • John Armitage
4 min read William Alexander von Mueffling's Trades in Q1 2024 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 May 15, 2024 • 13Fs of Great Investors • William Alexander von Mueffling • Cantillon
2 min read Cliff Sosin's Trades in Q1 2024 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 May 15, 2024 • 13Fs of Great Investors • Cliff Sosin • CAS Investment Partners
3 min read Neil Mehta's Trades in Q1 2024 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 May 15, 2024 • 13Fs of Great Investors • Neil Mehta • Greenoaks
4 min read Egerton Capital's Trades and Holdings in Q1 2024 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 May 13, 2024 • 13Fs of Great Investors • Egerton Capital • John Armitage
