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Investors, Founders, and Operators (IFOs)
Apr 13, 2023
•
Kevin Gee
110
2
10
Letter #318: Dana Emery (2017)
Dodge & Cox CEO | FIASI Hall of Fame Speech
Feb 17
•
Kevin Gee
8
[GE] Pre, Mid, Post-Training Way of Life
by Tina He | Clarity has very little to do with the engine of the intellect
Feb 13
•
Kevin Gee
8
1
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Letter #137: Reece Duca and Bob Casey (2023)
Nov 9, 2023
•
Kevin Gee
48
10
5
Compilation #1: Outstanding Investor Digest
Apr 22, 2025
•
Kevin Gee
84
10
7
Anthology #3: Tiger Management
Feb 4, 2025
•
Kevin Gee
80
11
Letter #300: Stan Druckenmiller and Jeff Feig (2009)
Oct 8, 2025
•
Kevin Gee
68
5
6
Letter #316: Kevin Warsh and Peter Robinson (2025)
Feb 3
•
Kevin Gee
21
1
Letter #80: Todd Combs (2023)
May 9, 2023
•
Kevin Gee
29
3
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Letter #317: Dave Whorton (2018)
Founder of Tugboat Institute & Investor at KPCB | Introduction to Evergreen Principles
Feb 10
•
Kevin Gee
9
1
[RP] Letter #35: Stan Druckenmiller and Geoff Canada (2013)
Duquesne Founder and Harlem Children's Zone President | 2013 Bowdoin College Presentation | Generational Theft
Feb 6
•
Kevin Gee
11
Letter #316: Kevin Warsh and Peter Robinson (2025)
Chairman of the Federal Reserve & Partner at Duquesne Capital and Research Fellow at the Hoover Institute | Inflation is a Choice: Fixing The Federal…
Feb 3
•
Kevin Gee
21
1
[RP] Letter #34: Jack Welch and Reginald Jones (1980)
General Electric CEOs | 1980 General Electric Shareholder Letter
Jan 30
•
Kevin Gee
11
1
Letters #314/315: Demis Hassabis and Dario Amodei (2026/2025)
Founder of Deepmind and Founder of Anthropic | Demis Hassabis, Dario Amodei Debate What Comes After AGI | AI bosses on what keeps them up at night
Jan 27
•
Kevin Gee
14
[GE] How to go to China (again)
On quality, pragmatism, and the collision ahead
Jan 23
•
Kevin Gee
17
3
Letter #313: Matt Skaruppa (2025)
Duolingo CFO | Northwestern McCormick Commencement Speech
Jan 20
•
Kevin Gee
7
1
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