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 Capital Allocation Pixar Business Models Stanley Druckenmiller Sequoia Capital William Alexander von Mueffling Egerton Capital Bill Gates Risk Coaching 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 Polen Capital Cantillon Bill Miller Miller Value Partners AltaRock Partners Brad Gerstner Altimeter Cascade Investment Mark Massey Scott Bradford 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 Situational Awareness Ben Horowitz Writing Nicolas Cole General Catalyst Private Credit Bitcoin 1-800-GOT-JUNK Business Breakdowns Worldly Partners Arvind Navaratnam Joey Cofone Thomas Gayner Craftsmanship Markel Group Marc Andreessen 4 posts Orlando Bravo Posts 2 min read Orlando Bravo's Trades and Holdings in Q4 2025 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 Jan 31, 2026 • 13Fs of Great Investors • Thoma Bravo • Orlando Bravo 3 min read Orlando Bravo's Trades and Holdings in Q2 2025 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 Nov 7, 2025 • 13Fs of Great Investors • Thoma Bravo • Orlando Bravo 3 min read Orlando Bravo's Trades and Holdings in Q1 2025 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 Nov 7, 2025 • 13Fs of Great Investors • Thoma Bravo • Orlando Bravo 3 min read Orlando Bravo's Trades and Holdings in Q3 2025 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 Nov 7, 2025 • 13Fs of Great Investors • Thoma Bravo • Orlando Bravo
2 min read Orlando Bravo's Trades and Holdings in Q4 2025 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 Jan 31, 2026 • 13Fs of Great Investors • Thoma Bravo • Orlando Bravo
3 min read Orlando Bravo's Trades and Holdings in Q2 2025 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 Nov 7, 2025 • 13Fs of Great Investors • Thoma Bravo • Orlando Bravo
3 min read Orlando Bravo's Trades and Holdings in Q1 2025 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 Nov 7, 2025 • 13Fs of Great Investors • Thoma Bravo • Orlando Bravo
3 min read Orlando Bravo's Trades and Holdings in Q3 2025 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 Nov 7, 2025 • 13Fs of Great Investors • Thoma Bravo • Orlando Bravo
