Daniel Scrivner All Posts 13Fs of Great Investors Podcast Episodes History's Greatest Life Lessons Peak Performance Book Summaries Incredible Speeches Leadership Creativity Founder Stories & Interviews Money & Investing 20 Minute Playbook Strategy Investor Interviews Berkshire Hathaway Charlie Munger Steve Jobs Warren Buffett Decision Making Incredible Letters Expert Interviews Apple Author Interviews Incredible People Crypto Incredible Interviews Venture Capital Sequoia Capital Capital Allocation Pixar Business Models ICONIQ Chuck Akre Akre Capital Management Swiss National Bank (SNB) Hamilton Helmer Strategy Capital Stanley Druckenmiller Polen Capital William Alexander von Mueffling Egerton Capital AltaRock Partners Bill Gates Mark Massey Scott Bradford Risk Coaching Sir Christopher Hohn Bill Ackman Pershing Square Li Lu Himalaya Capital Michael Burry Scion Asset Management Stockbridge Neil Mehta Greenoaks Daniel Loeb Third Point Cantillon Bill Miller Miller Value Partners Brad Gerstner Altimeter Cascade Investment Category Creation Shareholder Letters Top 5 Highlights Horizon Kinetics David Tepper Cliff Sosin CAS Investment Partners Duquesne Michael Larsen Jeff Bezos Space Simplicity Brand Building Frameworks Murray Stahl Appaloosa John Armitage Real Estate Differentiation Strategy Worldly Partners Arvind Navaratnam Situational Awareness Ben Horowitz Writing Nicolas Cole General Catalyst Private Credit Bitcoin 1-800-GOT-JUNK Business Breakdowns Joey Cofone Tom Russo Mohnish Pabrai Maren Capital Dhandho Funds Posts Previous Posts 41 min read 35 Mental Models That Help Me Spot Great 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 Jun 1, 2025 • Frameworks 6 min read Brad Gerstner and Altimeter's Trades in Q2 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 Jun 1, 2025 • 13Fs of Great Investors • Brad Gerstner • Altimeter 8 min read Answers to Annie Leibovitz's top 10 most asked questions from her book At Work. 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 Jun 1, 2025 • Creativity • Annie Leibovitz • Incredible Interviews 4 min read Michael Burry's Trades and Holdings in Q1 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 May 20, 2025 • 13Fs of Great Investors • Michael Burry • Scion Asset Management 2 min read Hamilton Helmer's Trades and Holdings in Q1 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 May 20, 2025 • 13Fs of Great Investors • Hamilton Helmer • Strategy Capital 4 min read Stockbridge's Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • Stockbridge 2 min read AltaRock Partners' Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • AltaRock Partners • Mark Massey 2 min read Li Lu's Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • Li Lu • Himalaya Capital 3 min read Bill Ackman's Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • Bill Ackman • Pershing Square 3 min read Sequoia Capital's Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • Sequoia Capital 2 min read Sir Christopher Hohn's Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • Sir Christopher Hohn 3 min read Bill Gates' Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • Bill Gates • Cascade Investment Load More You've reached the end of the list
41 min read 35 Mental Models That Help Me Spot Great 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 Jun 1, 2025 • Frameworks
6 min read Brad Gerstner and Altimeter's Trades in Q2 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 Jun 1, 2025 • 13Fs of Great Investors • Brad Gerstner • Altimeter
8 min read Answers to Annie Leibovitz's top 10 most asked questions from her book At Work. 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 Jun 1, 2025 • Creativity • Annie Leibovitz • Incredible Interviews
4 min read Michael Burry's Trades and Holdings in Q1 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 May 20, 2025 • 13Fs of Great Investors • Michael Burry • Scion Asset Management
2 min read Hamilton Helmer's Trades and Holdings in Q1 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 May 20, 2025 • 13Fs of Great Investors • Hamilton Helmer • Strategy Capital
4 min read Stockbridge's Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • Stockbridge
2 min read AltaRock Partners' Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • AltaRock Partners • Mark Massey
2 min read Li Lu's Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • Li Lu • Himalaya Capital
3 min read Bill Ackman's Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • Bill Ackman • Pershing Square
3 min read Sequoia Capital's Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • Sequoia Capital
2 min read Sir Christopher Hohn's Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • Sir Christopher Hohn
3 min read Bill Gates' Trades and Holdings in Q1 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 May 15, 2025 • 13Fs of Great Investors • Bill Gates • Cascade Investment
