Recent Episodes
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Kevin Plank of Under Armour's 2018 Letter to Shareholders
Oct 25, 2019 – 08:13 -
Jeff Gennette of Macy's Inc's 2018 Letter to Shareholders
Oct 24, 2019 – 11:19 -
Phebe N. Novakovic of General Dynamics' 2018 Letter to Shareholders
Oct 24, 2019 – 08:52 -
Keith McLoughlin and Mark Clouse of Campbell Soup's 2019 Letter from the Chairman and 2019 Letter from the CEO
Oct 23, 2019 – 09:52 -
Steven Kandarian of Metlife's 2018 Letter from the Chairman
Oct 23, 2019 – 18:50 -
Paul Graham of YCombinator's March 2009 "Relentlessly Resourceful"
Oct 18, 2019 – 06:28 -
J. Bruce Flatt of Brookfield Asset Management's 2019 Q2 Letter to Shareholders
Oct 17, 2019 – 18:14 -
Warren Buffett of Berkshire Hathaway's 2019 Letter to Shareholders
Oct 17, 2019 – 44:17 -
The Anaplan Team's September 2018 S-1 Registration statement
Oct 16, 2019 – 25:35 -
John Huber of Saber Capital Management's 2019 Mid-year Update
Oct 16, 2019 – 13:20 -
Craig Jelinek of Costco's 2018 Letter from the CEO
Oct 11, 2019 – 10:06 -
Larry & Sergey of Google's April 2004 S-1 Registration statement
Oct 10, 2019 – 24:52 -
The Amazon Team's May 1997 S-1 Registration statement
Oct 10, 2019 – 07:34 -
Ray Dalio of Bridgewater Associates' "The Threat to Limit Capital Flows to China and Pending Impeachment Conflict"
Oct 9, 2019 – 31:39 -
The Cloudflare Team's S-1 Registration statement
Oct 9, 2019 – 20:01 -
The Pinterest Team's April 2019 Prospectus Overview
Oct 8, 2019 – 18:08 -
The Slack Team's June 2019 Prospectus Overview
Oct 4, 2019 – 23:13 -
Joel Gascoigne of Buffer's "I am an Investor in 9 Companies: How and Why I Started Angel Investing"
Oct 4, 2019 – 13:06 -
The WeWork Team's September 2019 Prospectus Overview
Oct 3, 2019 – 29:54 -
The Peloton Team's September 2019 Prospectus Overview
Oct 3, 2019 – 22:51 -
Dara Khosrowshahi of Uber's April 2019 Letter from the CEO
Oct 2, 2019 – 05:21 -
Logan Green & John Zimmer of Lyft's "Our Life's Work"
Oct 2, 2019 – 09:37 -
Ray Dalio of Bridgewater Associates' 2019 "Diversifying Well Is the Most Important Thing You Need to Do in Order to Invest Well"
Oct 1, 2019 – 08:48 -
Howard Marks of Oaktree Capital's Microeconomic 101: Supply, Demand, and Convertibles
Oct 1, 2019 – 07:51 -
Lawrence Culp of General Electric’s 2018 Letter to Shareholders
Sep 23, 2019 – 19:28 -
Ford Motor Company's 2018 Annual Report
Sep 20, 2019 – 13:07 -
Samuel R. Allen of John Deere's 2018 Message from the Chairman
Sep 19, 2019 – 16:46 -
Larry J. Merlo of CVS Health's 2018 Letter to Shareholders
Sep 18, 2019 – 13:54 -
Chipolte's 2018 Letter to Shareholders
Sep 17, 2019 – 08:27 -
Paul Graham of YCombinator's 2013 Do Things That Don't Scale
Sep 16, 2019 – 20:47 -
Randall Stephenson of AT&T, Inc's 2018 Annual Report
Sep 13, 2019 – 17:46 -
Darren W. Woods of Exxon Mobil's 2019 Message from the Chairman
Sep 12, 2019 – 07:22 -
David Solomon of Goldman Sachs' 2018 Letter to Shareholders
Sep 11, 2019 – 22:17 -
Steve A. Schwarzman of Performance & Innovation's 2018 Annual Shareholder Letter
Sep 10, 2019 – 14:06 -
Bob Iger of Disney's Q2 2019 "A Historic Day" Letter
Sep 5, 2019 – 03:15 -
Stephen Squeri of American Express Company's 2018 Annual Letter to Shareholders
Sep 4, 2019 – 10:26 -
Bill Ackman of Pershing Square Holdings' 2019 Interim Financial Statement
Sep 3, 2019 – 12:09 -
Mike Roman of 3M's 2018 Annual Letter
Sep 2, 2019 – 09:53 -
Elon Musk of Tesla's Q2 2019 Update Letter
Aug 30, 2019 – 09:41 -
Satya Nadella of Microsoft's 2018 Annual Shareholder Letter
Aug 29, 2019 – 21:01 -
W. R. Berkley 2017 Annual Shareholder Letter
Aug 28, 2019 – 13:57 -
Ben Carlson of Ritzholt Wealth Management's 2019 Letter "Why History Gets Stuff Wrong All Time"
Aug 27, 2019 – 09:41 -
Sundar Pichai’s 2018 Alphabet Founder Letter to Shareholders
Aug 26, 2019 – 15:35 -
Joel Gascoigne's 2013 Buffer Letter "Expert Of Nothing"
Aug 22, 2019 – 04:24 -
Ray Dalio's 2019 Bridgewater Associates Letter "Paradigm Shifts"
Aug 22, 2019 – 39:01 -
Tim Cook's 2019 Apple Letter To Investors
Aug 22, 2019 – 08:41 -
Paul Graham's 2008 Y Combinator Letter "How To Disagree"
Aug 22, 2019 – 11:24 -
Martin Whitman's 2012 Third Avenue Funds Letter From The Chairman
Aug 22, 2019 – 17:32 -
Kyle Bass' 2019 Investor Letter "The Quiet Panic"
Aug 12, 2019 – 24:07 -
Benjamin Graham's 1946 Annual Graham-Newman Shareholder Letter
Aug 12, 2019 – 08:42
Recent Reviews
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PM_GAA+ podcastI love listening to this podcast because it saves me time on investor letters I’ve been meaning to read but never had the time. Great for my commute each morning
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Anthony PomplianoLove this podcast!Listen to each episode. One of my favorites every day!
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msnuggieAmazon 1997Wow that’s a blast from the past I was 27 and remember the frenzy and excitement of it all. I think I might have owned some Excite stock once. Amazon was the better choice ha! This should all be good. Worth a listen
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