Letters

KG
Feb 13, 2023
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A Letter a Day

  1. Henry Singleton (1961) - Teledyne Shareholder Letter

  2. Steve Jobs and Mike Markkula (1981) - Apple Shareholder Letter

  3. George Soros (1984) - The Danger of Reagan’s “Imperial Circle”

  4. Steve Jurvetson (2010) - St. Mark’s School of Texas Commencement Speech

  5. Marc Andreessen (1997) - The Netscape Advantage

  6. Jim Goetz (2015) - The Templeton Compression and the Sales Ready Product

  7. Tony Fadell (2016) - How to Reinvent the Ordinary

  8. Bob Iger (2005) - Disney Shareholder Letter

  9. Arthur Rock (1987) - Strategy vs Tactics from a Venture Capitalist

  10. Josh Wolfe and Peter Hebert - Four Flows

  11. Raymond Teller (1995) - Fury

  12. Penn Jillette (2015) - Letter to Myself

  13. Danny Rimer (1998) - Net stocks: Critical mass vs. profits

  14. Bill Gurley (1998) - Internet Investors: Beware of the Proxy Valuation

  15. Andy Grove and Gordon Moore (1986) - Intel Shareholder Letter

  16. Pierre Omidyar and Meg Whitman (1999) - eBay Shareholder Letter

  17. Ray Kroc and Harry Sonneborn (1963) - McDonald’s Shareholder Letter

  18. Max Levchin (2015) - Affirm’s Operating Principles

  19. Jeff Bezos (2020) - Anti-trust Hearing Opening Statement

  20. John Carter and Sherman Fairchild (1957) - Fairchild Shareholder Letter

  21. Ford Motor Company (1929) - Shortening the Production Cycle

  22. Roberto C. Goizueta (1981) - Strategy for the 1980s

  23. Barry Diller (1996) - IAC (HSN) Shareholder Letter

  24. Michael Dell (2003) - University of Texas Commencement Speech

  25. Bill Campbell (1999) - Intuit Shareholder Letter

  26. Jack Ma (2007) - Alibaba.com Shareholder Letter

  27. Howard Schultz (1992) - Starbucks Shareholder Letter

  28. Joe Philleo (2017) - Why did Peter Thiel and Joe Lonsdale found Palantir?

  29. Joe Lonsdale (2019) - The Ethical Implications and Consequences of Palantir

  30. Jeff Brotman and Jim Sinegal (1985) - Costco Shareholder Letter

  31. Phil Knight (1992) - Nike Shareholder Letter

  32. Bernard Marcus and Arthur Blank (1982) - Home Depot Shareholder Letter

  33. Fabrizio Freda (2009) - Estee Lauder Shareholder Letter

  34. Jack Welch and Reginald Jones (1980) - General Electric Shareholder Letter

  35. Stan Druckenmiller and Geoff Canada (2013) - Generational Theft

  36. Paul Kedrosky (2004) - The Art of Valuation

  37. Mark Cuban (2004) - Foreword to The Number

  38. Reed Hastings (2010) - Netflix Strategy Deck

  39. Michael Brown (1995) - Entrepreneurs and Luck

  40. John Collison and Stan Druckenmiller (2022) - Sohn Conversation

  41. Alexandre Arnault (2022) - Q&A at the Oxford Union

  42. David Einhorn (2002) - Ira Sohn Speech on Allied Capital

  43. Sarah Tavel (2017) - 10 Lessons from Scaling Pinterest

  44. Dylan Field (2021) - What is Art?

  45. Peruggia (2021) - How I Learned to Stop Worrying and Love the Punks

  46. Michael Platt (2011) - Navigating the Euro Debt Crisis

  47. Peter Fenton and Logan Bartlett (2022) - Cartoon Avatars Interview

  48. Daniel Ek (2018) - One Path

  49. Miles Grimshaw (2022) - The Playbook to Evolving Your Product Genetics

  50. Ted Weschler (2022) - Working with Warren Buffett and the Future of Investments

  51. Jackson Dahl (2021) - Reflections on Building 100 Thieves

  52. Jackson Dahl (2021) - The Big Wave

  53. Walt Disney (1966) - A look to the future

  54. George Roberts (1988) - Corporate Governance and The Power of Ownership

  55. Mukesh Ambani (1998) - A Vision of India in 2020

  56. Ashton Kutcher (2020) - 2020 University of Iowa Commencement Speech

  57. Chris Hohn (2014) - Activist Investing Creates Inefficiencies — and Opportunities

  58. Scott McNealy and Vinod Khosla (1982) - Original Business Plan (Sun Microsystems)

  59. Steve Jobs (1997) - Pixar Shareholder Letter

  60. Paul Tudor Jones (2010) - Price Limits: A Return to Patience and Rationality in US Markets

  61. Tony Xu (2020) - DoorDash S-1 Shareholder Letter

  62. Eric Vishria (2013) - What Every Founder Needs to Know About Building a Management Team Before It’s Too Late

  63. Lei Zhang (2017) - Speech on the acquisition of Belle International

  64. Jamie Dimon (2001) - Bank One Shareholder Letter

  65. Peter Kaufman (2020) - An Unsung Hero

  66. Pony Ma (2021) - Consumer, Business, and Society — The CBS Trinity

  67. Gordon Moore and Bob Noyce (1975) - Intel Shareholder Letter

  68. John Riccitiello (2020) - Unity S-1 Shareholder Letter

  69. Elon Musk and Steve Jurvetson (2013) - Encore Award Conversation

  70. Paul Buchheit and Jessica Livingston & Carolynn Levy (2023) - The Social Radars Podcast

  71. Brad Jacobs (2011) - Express-1 Expedited Solutions Acquisition discussion script

  72. Don Valentine (2000) - Real VCs help build great companies

  73. Jon Pollock (2015) - 10 Questions with Jon Pollock

  74. Jason Kilar (2011) - Hulu’s thoughts on the future of TV

  75. Brett Bivens (2020) - Spotify: The Ambient Media Company

  76. Frederic Arnault (2022) - Conversation with WatchAdvisor

  77. Mark Zuckerberg (2012) - Facebook S-1 Shareholder Letter

  78. Julian Robertson (2000) - Tiger Management Closing Letter to Investors

  79. Jack Dorsey (2015) - Square S-1 Shareholder Letter

  80. Todd Combs (2023) - Meeting Munger, Buffett, and Joining Berkshire

  81. Linda Yaccarino (2021) - Driving Transformation

  82. Mitch Lasky (2014) - Financing, Hiring, FB, Lightspeed, and an All Hands

  83. Evan Spiegel (2014) - Financing, Hiring, FB, Lightspeed, and an All Hands

  84. Sam Zell (1976) - The Grave Dancer: A guide to the risky art of resurrecting dead properties

  85. Paul Graham and Jessica Livingston & Carolynn Levy (2023) - The Social Radars Podcast

  86. Jensen Huang (2004) - Nvidia Shareholder Letter

  87. Jack McDonald (2011) - Commentary on Dodd-Frank Rule

  88. Ho Nam (2020) - How Do You Know?

  89. Ian McKinnon (2018) - University of New Mexico Commencement Speech

  90. Andrew Pastor (2021) - Trust the Process

  91. Ray Iwanowski (2019) - Conversation with Dean Curnutt on Alpha Exchange

  92. Cormac McCarthy (2015) - Santa Fe Institute Operating Principles

  93. Marc Stad (2023) - Disrupt or Be Disrupted: Venturing into Tech

  94. Sam Walton (1989) - Message to Associates: Exceeding Our Customers’ Expectations

  95. Neil McElroy (1931) - P&G Internal Memo

  96. Larry Page and Sergey Brin (2004) “An Owner’s Manual” for Google Shareholders

  97. Henry Kravis (2004) - Keynote Speech

  98. Warren Buffett, Shawn Carter (Jay-Z), and Steve Forbes (2010) - Conversation

  99. Michael Moritz and John Doerr (2008) - Double Keynote

  100. Bernard Arnault (2016) - Q&A at the Oxford Union

  101. David Tepper (2010) - Legendary Squawk Box Interview

  102. Tom Kamei (2023) - Investment Culture and Sustainability Research

  103. John Arnold (2009) - CFTC Hearings to Discuss Position Limits, Hedge Exemptions and Transparency for Energy Markets Testimony

  104. Sam Hinkie (2016) - Resignation Letter

  105. Abraham Flexner (1939) - The Usefulness of Useless Knowledge

  106. Reed Jobs (2022) - Leading the Future of Biomedical Innovation

  107. David Packard (1960) - Internal Speech to HP Managers

  108. Kevin Harvey (1997) - Venture Funding for Java Companies

  109. Ryan O’Connor (2020) - Our Own Link to the Past: A Personal Note

  110. Mark Stevens (2003) - What will be the most pressing business issues confronting TMT companies in the next 12 months?

  111. John Warnock (1986) - First Adobe Shareholder Letter

  112. Byron Wien (2013) - Lessons Learned in His First 80 Years

  113. Allen Zhang (2019) - What is WeChat’s Dream?

  114. Milos Raonic (2015) - How I learned to save 90% of my income

  115. Brian Chesky, Joe Gebbia, and Nate Blecharczyk (2020) - What Makes Airbnb, Airbnb

  116. Satish Dharmaraj (2013) - Email Again

  117. David Sambur and Ted Seides (2023) - Private Equity Deals with Capital Allocators Podcast Conversation

  118. David Baszucki (2020) - S-1 Shareholder Letter

  119. Bob Kagle (2012) - Kettering University Commencement Speech

  120. Antoine Arnault (2017) - Fake News and Transparency

  121. Reece Duca (2017) - Why is English Important to Global Corporations?

  122. James Hong (2007) - Reinventing HotOrNot

  123. David Magerman (2020) - Discussing Renaissance Technologies

  124. Tony Hsieh (2015) - Holacracy

  125. Roelof Botha (2005) - YouTube Investment Memo

  126. Miles Grimshaw (2014) - Sequoia’s Investment Memo on YouTube

  127. Warren Buffett (2014) - Forbes 400 Lifetime Achievement Tribute Speech

  128. Bill Gates (2015) - Introduction to Laying Foundations for Change: Capital Investments of The Atlantic Philanthropies

  129. Chuck Feeney (2011) - Giving Pledge Letter

  130. Matt Nord and Torsten Sløk (2023) - Private Equity Investing Amid Market Dislocation

  131. Dana Mead (1998) - 1997 Tenneco Shareholder Letter

  132. Jim Pallotta (2018) - The Beautiful Game’s Global Reach

  133. Thomas Peterffy (2008) - Interactive Brokers’ 30th Anniversary Letter

  134. Michael Moritz and Robert Lacher (2023) - A Conversation with Michael Moritz

  135. Juliet de Baubigny (2016) - Building the Foundation for Company Growth: Why Boards Matter

  136. Gavin Baker (2023) - Game of Emperors

  137. Reece Duca and Bob Casey (2023) - How to Craft a Winning Investment Process and Spot World-Class Companies

  138. Chetan Puttagunta and Caryn Marooney (2023) - The Investor Perspective: From Start to Scale

  139. Sam Altman (2017) - Greg

  140. Satya Nadella (2014) - Bold Ambition & Our Core

  141. Harry Weller (2015) - Screen Crack

  142. Philippe Laffont, Bill Gurley, and Jeff Sine (2013) - Tech & Finance Roundtable