Exploring
2,851 Miles // Bill Gurley (Transcript + Slides)
Hey everyone! I’ve mostly started sharing my favorite memos and transcripts over at A Letter a Day, but as it’s more of a tasting menu, I’m reticent to post multiple memos or transcripts from the same person. That said, I’m thinking about booting this website back up as a place to share interesting things from…
(Transcript) Alexandre Arnault // Talks at GS
Having studied many of the greatest conglomerates throughout history, regardless of geography, it’s been clear that success is often tied to a single leader. When that leader leaves, the company falls apart (ie Henry Singleton at Teledyne). However, LVMH may actually buck that trend – Alexandre Arnault has a special ability to marry modernity and…
Kinetic Energy Ventures 