Archive - A Letter a Day

[F5] Investing Through Complexity

Bill Gurley, Nomad, James Anderson, Dynamo, and Bill Miller on finding clarity in chaos

Jul 18 •

and

Letter #288: Alan Howard and George Osborne (2023)

Brevan Howard Founder and Robey Warshaw Partner | The Keys to Managing Money & Risk

Jul 15 •

[RP] Letter #17: Ray Kroc and Harry Sonneborn (1963)

McDonald's CEOs | 1963 McDonald's Shareholder Letter

Jul 11 •

Letter #287: Arthur Levinson (1996)

Genentech President & CEO, Apple Chairman, and Calico CEO | Letter to Stockholders

Jul 8 •

[GE] The Rise of Production Capital

by Brett Bivens and William Godfrey

Jul 4 •

Letter #286: Edward Gilhuly (1999)

KKR Managing Director and Sageview Founder | Private Equity Investors in the New European Marketplace

Jul 1 •

June 2025

[RP] Letter #16: Pierre Omidyar and Meg Whitman (1999)

eBay Founder and eBay CEO | 1999 eBay Shareholder Letter

Jun 27 •

Letter #285: Frederick Smith (1999)

Founder of Fedex | 1998 FDX Shareholder Letter

Jun 24 •

[GE] The pope hat paradox

by Nick Chow, Altos VC Director of Research

Jun 20 •

Letter #284: Jason Droege (2020)

Scale CEO, UberEats Head, Axon President, Benchmark Venture Partner | UCLA Commencement Speech

Jun 17 •

[RP] Letter #15: Andy Grove and Gordon Moore (1986)

Intel CEO & Intel Co-Founder | 1986 Intel Shareholder Letter

Jun 13 •

Letter #283: Steven Schonfeld (2012)

Founder of Schonfeld | Finding Talent in Shuttered Hedge Funds

Jun 10 •

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