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 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
