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 3 posts Low Cost Strategy Posts 9 min read Sol Price Retail Revolutionary: How a misfit lawyer accidentally invented modern retail and taught everyone from Sam Walton to Jeff Bezos and James Sinegal 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 • Business Models • Strategy 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 10 min read IKEA Leading by Design: What happens when you refuse to accept that quality requires high prices 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 7, 2025 • Book Summaries • Founder Stories & Interviews • Business Models
9 min read Sol Price Retail Revolutionary: How a misfit lawyer accidentally invented modern retail and taught everyone from Sam Walton to Jeff Bezos and James Sinegal 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 • Business Models • Strategy
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
10 min read IKEA Leading by Design: What happens when you refuse to accept that quality requires high prices 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 7, 2025 • Book Summaries • Founder Stories & Interviews • Business Models