A Letter a Day
Subscribe
Sign in
Home
Letters
Compilations
Speedwell Research
Cloud Valley
Asia Research
Bookshelves
Archive
Leaderboard
About
The Archive
Investors, Founders, and Operators (IFOs)
Apr 13, 2023
•
Kevin Gee
104
2
8
[GE] Getting back to first principles
a half-assed investing framework
11 hrs ago
•
Kevin Gee
2
Letter #312: Dina Powell McCormick, Nir Bar Dea, and John Micklethwait (2024)
New Meta President & Vice Chairman, Bridgewater CEO, and Bloomberg News Editor-In-Chief | Geopolitics: Putting the Risks Into Business Context
Jan 13
•
Kevin Gee
7
Most Popular
View all
Letter #137: Reece Duca and Bob Casey (2023)
Nov 9, 2023
•
Kevin Gee
47
10
5
Compilation #1: Outstanding Investor Digest
Apr 22, 2025
•
Kevin Gee
82
10
7
Anthology #3: Tiger Management
Feb 4, 2025
•
Kevin Gee
80
10
Letter #300: Stan Druckenmiller and Jeff Feig (2009)
Oct 8, 2025
•
Kevin Gee
65
4
6
Letter #80: Todd Combs (2023)
May 9, 2023
•
Kevin Gee
29
3
Letter #223: David Tepper (2024)
Oct 1, 2024
•
Kevin Gee
38
1
5
Latest
Top
Discussions
A New Year and a New Evolution for "A Letter a Day"
New Year, New LAD
Jan 6
•
Kevin Gee
10
[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
17
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
13
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
See all
A Letter a Day
Letters from Investors, Founders, and Operators.
Subscribe
Recommendations
Speedwell Memos
Speedwell Research
Thoughts + Things from Jackson Dahl
Jackson Dahl
SatPost by Trung Phan
Trungphan2
Frederik Journals
Frederik Gieschen
Cloud Valley
Kevin Gee
A Letter a Day
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
