2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
[F5] Investing Through Complexity
July 18, 2025, 1 p.m.
Letter #288: Alan Howard and George Osborne (2023)
July 15, 2025, 9:22 p.m.
[RP] Letter #17: Ray Kroc and Harry Sonneborn (1963)
July 11, 2025, 1:02 p.m.
Letter #287: Arthur Levinson (1996)
July 8, 2025, 1 a.m.
[GE] The Rise of Production Capital
July 4, 2025, 1:03 p.m.
Letter #286: Edward Gilhuly (1999)
July 1, 2025, 1 a.m.
[RP] Letter #16: Pierre Omidyar and Meg Whitman (1999)
June 27, 2025, 1:02 p.m.
Letter #285: Frederick Smith (1999)
June 24, 2025, 1 a.m.
[GE] The pope hat paradox
June 20, 2025, 1:05 p.m.
Letter #284: Jason Droege (2020)
June 17, 2025, 9:22 p.m.
[RP] Letter #15: Andy Grove and Gordon Moore (1986)
June 13, 2025, 1:02 p.m.
Letter #283: Steven Schonfeld (2012)
June 10, 2025, 1 a.m.
[RP] Letters #13/14: Danny Rimer and Bill Gurley (1998)
June 7, 2025, 1 a.m.
Letter #282: Liz Tran (2024)
June 3, 2025, 1 a.m.
[RP] Letters #11/12: Penn and Teller (1995/2015)
May 30, 2025, 1:02 p.m.
Letter #281: Jamie Harmon (2001)
May 27, 2025, 1 a.m.
[GE] Nerds should train like professional athletes
May 23, 2025, 1:01 p.m.
Compilation #2: Yuan Fang
May 20, 2025, 1 a.m.
[GE] What I learned working at a high-growth crypto startup
May 16, 2025, 1:02 p.m.
Letter #280: Chris Hohn and Christian Sinding (2025)
May 13, 2025, 1 a.m.
[RP] Letter #10: Josh Wolfe and Peter Hebert (2020)
May 9, 2025, 1:01 p.m.
Letter #279: Greg Abel and Doug Suttles (2015)
May 6, 2025, 1 a.m.
[RP] Letter #9: Arthur Rock (1987)
May 2, 2025, 1:02 p.m.
Anthology #4: Warren Buffett
May 1, 2025, 1 a.m.
[F5] College Admissions Essays
April 25, 2025, 1:01 p.m.