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 Luxury Posts 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 11 min read Four Seasons by Isadore Sharp: The story of the bricklayer who refused to compromise and redefined luxury 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 • Luxury • Four Seasons 17 min read Who is Bernard Arnault? Lessons on building luxury brands from the founder of Louis Vuitton Moët Hennessy (LVMH). 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 Jul 21, 2025 • History's Greatest • Incredible People • Bernard Arnault
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
11 min read Four Seasons by Isadore Sharp: The story of the bricklayer who refused to compromise and redefined luxury 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 • Luxury • Four Seasons
17 min read Who is Bernard Arnault? Lessons on building luxury brands from the founder of Louis Vuitton Moët Hennessy (LVMH). 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 Jul 21, 2025 • History's Greatest • Incredible People • Bernard Arnault
