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 3 posts Stephen Mandel Posts 10 min read Stephen Mandel'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 14, 2025 • 13Fs of Great Investors • Lone Pine • Stephen Mandel 8 min read Stephen Mandel'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 • Lone Pine • Stephen Mandel 7 min read Stephen Mandel'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 • Lone Pine • Stephen Mandel
10 min read Stephen Mandel'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 14, 2025 • 13Fs of Great Investors • Lone Pine • Stephen Mandel
8 min read Stephen Mandel'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 • Lone Pine • Stephen Mandel
7 min read Stephen Mandel'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 • Lone Pine • Stephen Mandel
