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 Crypto Venture Capital Incredible Interviews Sequoia Capital ICONIQ Scott Bradford Mark Massey Bill Gates Egerton Capital AltaRock Partners William Alexander von Mueffling Stanley Druckenmiller Strategy Capital Hamilton Helmer Swiss National Bank (SNB) Chuck Akre Akre Capital Management Brad Gerstner Altimeter Miller Value Partners Cascade Investment Bill Miller Cantillon Polen Capital Third Point Daniel Loeb Greenoaks Neil Mehta Business Models Capital Allocation Sir Christopher Hohn Pixar Li Lu Stockbridge Himalaya Capital Michael Larsen Coaching Duquesne Pershing Square Cliff Sosin Risk CAS Investment Partners Bill Ackman Category Creation Top 5 Highlights Shareholder Letters Worldly Partners Arvind Navaratnam Situational Awareness Michael Burry Scion Asset Management Frameworks Semper Vic Partners Gardner Russo & Quinn Simplicity Jeff Bezos Brand Building Tom Russo Horizon Kinetics David Tepper Ben Horowitz Marc Andreessen Leopold Aschenbrenner Space Guy Spier Thoma Bravo General Catalyst Maren Capital Mohnish Pabrai Thomas Gayner Markel Group Pabrai Investment Funds Aquamarine A16Z Dhandho Holdings Dhandho Funds 4 posts Business Breakdowns 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 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 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
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
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
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