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A New Year and a New Evolution for "A Letter a Day"
New Year, New LAD
Jan 6
•
Kevin Gee
9
December 2025
[RP] Anthology #4: Warren Buffett
A novel approach to understanding Warren Buffett: Lessons from Warren Buffett on his mentors, Charlie, portfolio company leaders, business partners, and…
Dec 31, 2025
•
Kevin Gee
15
3
2025 Index -- A Letter a Day
Categorized Index of Original Essays, Letters of Investors, Founders, and Operators, and Reposts featured in 2025
Dec 30, 2025
•
Kevin Gee
9
1
[RP] Letter #33: Fabrizio Freda (2009)
Estee Lauder CEO | 2009 Estee Lauder Shareholder Letter
Dec 26, 2025
•
Kevin Gee
2
Letter #311: Tully Friedman and Amir Fischer (2025)
Founder of Hellman & Friedman and Friedman, Fleischer & Lowe and Founder of Noar Ventures | Generating Alpha Podcast
Dec 23, 2025
•
Kevin Gee
4
[RP] Letter #32: Bernard Marcus and Arthur Blank (1982)
Home Depot Co-Founders | 1982 Home Depot Shareholder Letter
Dec 19, 2025
•
Kevin Gee
5
Letter #310: Matthew Prince and Michelle Zatlyn (2019)
Cofounders of Cloudflare | S-1 Shareholder Letter
Dec 16, 2025
•
Kevin Gee
4
[RP] Letter #31: Phil Knight (1992)
Nike Founder | 1992 Nike Shareholder Letter
Dec 12, 2025
•
Kevin Gee
1
1
Letter #309: Scott Ferguson (2022)
Sachem Head Founder and Pershing Square's First Investor | US Foods Activist Letter
Dec 10, 2025
•
Kevin Gee
5
[GE] LVMH Business History
The First $500mn
Dec 5, 2025
•
Kevin Gee
9
2
Letter #308: Bom Kim (2021)
Coupang Founder | We want our customers to have it all
Dec 2, 2025
•
Kevin Gee
5
November 2025
[GE] Speedwell Research Process & Philosophy
Why we created Speedwell Research--Buy-side Research for the Buy-Side
Nov 30, 2025
•
Kevin Gee
7
1
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