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Investors, Founders, and Operators (IFOs)
Apr 13, 2023
•
Kevin Gee
87
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2
Letter #287: Arthur Levinson (1996)
Genentech President & CEO, Apple Chairman, and Calico CEO | Letter to Stockholders
Jul 8
•
Kevin Gee
6
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Letter #287: Arthur Levinson (1996)
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[GE] The Rise of Production Capital
by Brett Bivens and William Godfrey
Jul 4
•
Kevin Gee
6
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[GE] The Rise of Production Capital
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Letter #137: Reece Duca and Bob Casey (2023)
Nov 9, 2023
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Kevin Gee
42
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Letter #137: Reece Duca and Bob Casey (2023)
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10
Compilation #1: Outstanding Investor Digest
Apr 22
•
Kevin Gee
74
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Compilation #1: Outstanding Investor Digest
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8
Anthology #3: Tiger Management
Feb 4
•
Kevin Gee
72
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Anthology #3: Tiger Management
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Letter #80: Todd Combs (2023)
May 9, 2023
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Kevin Gee
28
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Letter #80: Todd Combs (2023)
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Letter #223: David Tepper (2024)
Oct 1, 2024
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Kevin Gee
37
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Letter #223: David Tepper (2024)
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1
Letter #150: Stephen Mandel and Garrett Moran (2020)
Dec 27, 2023
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Kevin Gee
25
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Letter #150: Stephen Mandel and Garrett Moran (2020)
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Letter #286: Edward Gilhuly (1999)
KKR Managing Director and Sageview Founder | Private Equity Investors in the New European Marketplace
Jul 1
•
Kevin Gee
7
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Letter #286: Edward Gilhuly (1999)
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[RP] Letter #16: Pierre Omidyar and Meg Whitman (1999)
eBay Founder and eBay CEO | 1999 eBay Shareholder Letter
Jun 27
•
Kevin Gee
4
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[RP] Letter #16: Pierre Omidyar and Meg Whitman (1999)
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Letter #285: Frederick Smith (1999)
Founder of Fedex | 1998 FDX Shareholder Letter
Jun 24
•
Kevin Gee
6
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Letter #285: Frederick Smith (1999)
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[GE] The pope hat paradox
by Nick Chow, Altos VC Director of Research
Jun 20
•
Kevin Gee
13
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[GE] The pope hat paradox
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Letter #284: Jason Droege (2020)
Scale CEO, UberEats Head, Axon President, Benchmark Venture Partner | UCLA Commencement Speech
Jun 17
•
Kevin Gee
9
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Letter #284: Jason Droege (2020)
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[RP] Letter #15: Andy Grove and Gordon Moore (1986)
Intel CEO & Intel Co-Founder | 1986 Intel Shareholder Letter
Jun 13
•
Kevin Gee
5
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[RP] Letter #15: Andy Grove and Gordon Moore (1986)
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Letter #283: Steven Schonfeld (2012)
Founder of Schonfeld | Finding Talent in Shuttered Hedge Funds
Jun 10
•
Kevin Gee
5
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Letter #283: Steven Schonfeld (2012)
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A Letter a Day
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