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 Bill Gates Risk Sequoia Capital Stanley Druckenmiller Miller Value Partners Top 5 Highlights Shareholder Letters Category Creation ICONIQ Sir Christopher Hohn Chuck Akre Akre Capital Management Bill Ackman Pershing Square Li Lu Himalaya Capital Michael Burry Scion Asset Management Stockbridge Swiss National Bank (SNB) Hamilton Helmer Strategy Capital Neil Mehta Greenoaks Daniel Loeb Third Point Bill Miller Polen Capital William Alexander von Mueffling Egerton Capital AltaRock Partners Brad Gerstner Altimeter Cascade Investment Scott Bradford Mark Massey Jeff Bezos Frameworks CAS Investment Partners Cliff Sosin Cantillon Brand Building Simplicity Horizon Kinetics David Tepper Michael Larsen Space Duquesne Murray Stahl Differentiation Strategy Appaloosa Real Estate John Armitage Nicolas Cole Worldly Partners Arvind Navaratnam Joey Cofone Situational Awareness Business Breakdowns Writing Private Credit Bitcoin General Catalyst Craftsmanship 1-800-GOT-JUNK Chris Sparks Upholdings Philippe Laffont Baronfig 5 posts Differentiation Strategy Posts 43 min read Valve Employee Handbook: The Anti-Management Manifesto From the World's Most Profitable Per-Employee Game Company 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 • Book Summaries • Valve • Leadership 39 min read The Duolingo Handbook: How a Green Owl Built a $7 Billion Empire by Being Unhinged 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 • Book Summaries • Duolingo • Differentiation Strategy 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 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 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
43 min read Valve Employee Handbook: The Anti-Management Manifesto From the World's Most Profitable Per-Employee Game Company 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 • Book Summaries • Valve • Leadership
39 min read The Duolingo Handbook: How a Green Owl Built a $7 Billion Empire by Being Unhinged 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 • Book Summaries • Duolingo • Differentiation Strategy
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
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
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