Thread by @kgao1412

Taking down my compilations page (for a bit), so sharing them all here

Writings from/on: COVID, Grad Speeches, Crypto, Investors (VC, PE, Value, Activist, Macro, Growth), Operators (Enterprise, Consumer/Retail, China), CEOs (Biotech, Creative, Technical), + more!

Links below 👇

Intro

Balaji Srinivasan (@balajis)

Tweetstorms on COVID

drive.google.com/open?id=1YlCUV…

COVID Memos

Ft. @sequoia, @Lux_Capital, @firstround, @a16z, @HowardMarksBook, @BillAckman, Citadel, @Elliottmgmtcorp, Jamie Dimon, @JeffBezos, @netflix, @PinduoduoInc

drive.google.com/open?id=17xK7s…

Graduation Speeches

Ft. Einstein Feynman DFW Bill Watterson @michaeldell @BillGates @JeffBezos
@elonmusk @FutureJurvetson @peterthiel @RFS_Vista @ConanOBrien @joss @shondarhimes @BarackObama and many more!

drive.google.com/file/d/1va1j76…

Bitcoin Intro (@Bitcoin)

Ft. @balajis, Satoshi Nakamoto, @matthuang,
@tsarrast, @michael_nielsen, Wences Casares, @pmarca, Paul Tudor Jones, @jlppfeffer, @nntaleb, @naval, @profplum99, @wolfejosh

drive.google.com/open?id=1QpE-Y…

Lu Li of Himalaya Capital

On Value Investing and China

drive.google.com/open?id=1kUPFg…

@jeremysliew of @lightspeedvp

On Consumer, Social, Gaming

drive.google.com/file/d/1Zic0Zn…

@sarahtavel of @BessemerVP, @pinterest, @GreylockVC, @benchmark

On Consumer, Ecommerce, Marketplaces

drive.google.com/file/d/1cWY-HU…

@wolfejosh (Vol. 1)

On literally *everything*

drive.google.com/open?id=1I9Ip6…

@wolfejosh (Vol. 2)

On literally *everything*

drive.google.com/open?id=1ldRf9…

Marc Andreessen (@pmarca)

Writings from Mosaic, Netscape, Ning, @a16z

drive.google.com/file/d/16I6XEB…

Marc Andreessen (@pmarca)

"Lost Essays" Edition from Netscape

drive.google.com/open?id=1oDWZC…

Marc Andreessen (@pmarca)

Official Ebook

drive.google.com/open?id=17jv0l…

Bill Gurley (@bgurley)

Above the Crowd from CS to DB to Hummer Winblad to @benchmark

drive.google.com/open?id=1Sq5di…

Bill Gurley (@bgurley)

"Lost Essays" Edition (only the early, not on ATC ones)

drive.google.com/open?id=1jX3Gb…

Ben Horowitz (@bhorowitz)

Official Ebook from @a16z

drive.google.com/open?id=1iRhbO…

Vinod Khosla (@vkhosla)

Writings, Presentations, and Speeches from his times at Sun, @kleinerperkins, and @khoslaventures

drive.google.com/open?id=1uefKB…

Naval Ravikant (@naval)

On venture and on life

drive.google.com/file/d/1fZHmpX…

Danny Rimer (@dannyrimer) of @IndexVentures

Writings from Hambrecht & Quist

drive.google.com/open?id=1X47ij…

Peter Thiel (@peterthiel) of @PayPal, @foundersfund, @PalantirTech

On Western Civilization

drive.google.com/file/d/1TeLx_L…

Don Valentine of @sequoia

On Markets and Silicon Valley

drive.google.com/open?id=15HdeQ…

Fred Wilson (@fredwilson) of @usv

On basic finance

drive.google.com/open?id=1nMP4_…

Jamie Dimon

@jpmorgan Shareholder Letters (2006-2019)

drive.google.com/open?id=1yLfeq…

Lou Gerstner

@IBM Shareholder Letters (1994-2002)

drive.google.com/open?id=1NCxAF…

Andy Grove and Gordon Moore (ft. Arthur Rock and Bob Noyce)

@intel Shareholder Letters (1971-2003)

drive.google.com/open?id=1Y79mK…

John Malone ft. @gregmaffei

Liberty Shareholder Letters (2001-2018)

drive.google.com/open?id=1B2sfK…

Fred Smith ft. Jim Barksdale

@FedEx Shareholder Letters (1978-2019)

drive.google.com/open?id=1ghJXb…

Jack Welch

@generalelectric Shareholder Letters (1980-2001)

drive.google.com/open?id=1DQv7S…

Dieter Zetsche

@Daimler Shareholder Letters (2005-2019)

drive.google.com/open?id=1HrXjd…

Bernard Arnault

@LVMH Shareholder Letters (2009-2019)

drive.google.com/open?id=1wHpz7…

Jeff Bezos (@JeffBezos)

@amazon Shareholder Letters (1997-2018), select speeches and interviews

drive.google.com/open?id=1ynTtG…

Arthur Blank and Bernie Marcus

@HomeDepot Shareholder Letters (1981-2002)

drive.google.com/open?id=1oKq2t…

Mark Cuban (@mcuban)

On Sports/Media, Tech, Finance

drive.google.com/file/d/1PA8MI6…

Fabrizio Freda ft. Bill and Leonard Lauder

@EsteeLauder Shareholder Letters (2009-2017)

drive.google.com/open?id=1d5YWB…

Phil Knight

@Nike Shareholder Letters (1981-2006)

drive.google.com/open?id=17EIQi…

Indra Nooyi (@IndraNooyi)

@pepsi Shareholder Letters (2006-2017)

drive.google.com/open?id=1YhLVh…

Howard Schultz (@HowardSchultz)

@Starbucks Shareholder Letters (1992-2016)

drive.google.com/open?id=1lqHBk…

Jim Sinegal

Costco Shareholder Letters (1986-2011)

drive.google.com/open?id=1Wopdq…

Sam Walton

@Walmart Shareholder Letters (1970-1991)

drive.google.com/open?id=12ZH5k…

Arthur Levinson ft. G. Kirk Raab

@genentech Shareholder Letters (1995-2009)

drive.google.com/open?id=1fMUYW…

Lars Sorensen

@novonordisk Shareholder Letters (2000-2016)

drive.google.com/open?id=1KaSeu…

P. Roy Vagelos

@Merck Shareholder Letters (1985-1994)
@Regeneron Shareholder Letters (1995-2019)

drive.google.com/open?id=11uVjR…

Reed Hastings (@reedhastings)

@netflix Shareholder Letters (2002-2009)

drive.google.com/open?id=13qw_t…

Brian Goldner

@Hasbro Shareholder Letters (2008-2018)

drive.google.com/open?id=1NnbO3…

Bob Iger (@RobertIger)

@Disney Shareholder Letters (2005-2015)

drive.google.com/open?id=177vrS…

Steve Jobs

@Apple Memos, Interviews, Ads
Pixar Shareholder Letters (1997-2000)

drive.google.com/open?id=1cqRSq…

Marc Benioff (@Benioff)

@salesforce Shareholder Letters (2008-2019)

drive.google.com/open?id=1hWIK-…

Sergey Brin and Larry Page ft. Satya Nadella (@satyanadella)

@Google Shareholder Letters (2004-2018)

drive.google.com/open?id=1GTVZ-…

Jack Dorsey (@jack)

@square Shareholder Letters (2015-2019)

drive.google.com/open?id=1RVK_P…

Bill Gates (@BillGates) ft. @Steven_Ballmer

@Microsoft Shareholder Letters (1986-2008)

drive.google.com/open?id=14VlxV…

Jensen Huang

@nvidia Shareholder Letters (2011-2019)

drive.google.com/open?id=11AoFZ…

Elon Musk (@elonmusk)

On @SpaceX, @Tesla, @virginhyperloop, @neuralink, Speeches, Memos, Interviews

drive.google.com/file/d/1EF7lmt…

Pierre Omidyar (@pierre) ft. Meg Whitman (@MegWhitman), John Donahoe

@eBay Shareholder Letters (1999-2010)

drive.google.com/open?id=1vRAxA…

Pony Ma

@TencentGlobal Shareholder Letters (2004-2020)

drive.google.com/open?id=1N-419…

Jack Ma (@jackma)

alibaba.com Shareholder Letters (2007-2011)
@AlibabaGroup Shareholder Letters (2014-2018)

drive.google.com/open?id=1HZpAN…

Mark Leonard

Constellation Software Shareholder Letters (2007-2019)

drive.google.com/open?id=1TJhKH…

Stephen Schwarzman

@blackstone Shareholder Letters (2007-2019)

drive.google.com/open?id=1OJzDu…

Michael Burry (@michaeljburry)

Scion Capital Shareholder Letters (2000-2008), Interviews, Investment Memos

drive.google.com/open?id=1cUGOb…

Joel Greenblatt

Special Situations Class at @Columbia (notes)

drive.google.com/open?id=1HaFKV…

Bruce Greenwald

Value Investing Lectures at @Columbia

drive.google.com/open?id=13Ja6C…

Seth Klarman

Baupost Shareholder Letters (1995-2001)

drive.google.com/open?id=1oZVIJ…

Peter Lynch

Worth Magazine Investment Articles (1993-1999)

drive.google.com/file/d/1HIHphS…

Howard Marks (@HowardMarksBook)

@Oaktree Memos (1990-2020)

drive.google.com/open?id=1A5MgV…

Michael Mauboussin (@mjmauboussin)

On skill vs luck, risk vs return, market sizing and valuation

drive.google.com/file/d/1Z1vpYa…

Charlie Munger

Writings, Interviews, Q&As

drive.google.com/open?id=1FRaJy…

Carl Icahn (@Carl_C_Icahn)

Activist Letters (Tech, Energy, Healthcare, Financial Services, and more)

drive.google.com/open?id=1Q338P…

Dan Loeb

Activist Letters (Energy, Tech, Healthcare, Consumer, and more)
@ThirdPointLLC Shareholder Letters (2015-2019)

drive.google.com/open?id=163MAA…

George Soros (@georgesoros)

Op-eds, Essays, Lectures (1984-2020)

drive.google.com/file/d/1PM6ueJ…

Mary Meeker (@marymeeker) of @kleinerperkins, @bondcap

Internet Trends (1995-2020)

drive.google.com/file/d/1TyHZl_…

US vs. IBM

Antirust Lawsuit Documents (1940-1980)
On *everything*

drive.google.com/open?id=13YpcG…