A tech conglomerate with a leading industry position in no fewer than 8 industries with revenues growing ~20% and trading at 24x earnings excl. investments, Tencent is the company you would have tried to create if you had a crystal ball in China in 1998. But Tencent didn’t need a crystal ball because they had … Continue reading "Tencent Deep Dive"| DJY Research
Founder of Zip2, PayPal, SpaceX, and Tesla with Founder of Future Ventures | Encore Award Conversation| aletteraday.substack.com
Apollo CEO & Cofounder | Jewish Enrichment Center Speech and Q&A| aletteraday.substack.com
Managing Director of University of Virginia Endowment (VC, Growth, HFs) | Origins Podcast about the LP and VC Ecosystem| aletteraday.substack.com
Vice Chairman of Berkshire Hathaway | Charlie Munger in Conversation with Todd Combs| aletteraday.substack.com
Partner at Benchmark and Partner at Coatue | The Investor Perspective: From Start to Scale| aletteraday.substack.com
Senior Partner at KPCB and GP at Bond Capital | Building the Foundation for Company Growth: Why Boards Matter| aletteraday.substack.com
Partner at Sequoia & Senior Advisor at Sequoia Heritage and Founding Partner of Visionaries Club | A Conversation with Sir Michael Moritz| aletteraday.substack.com
Founder of Raptor Group and Vice Chairman of Tudor Investment Corp | The Beautiful Game's Global Reach| aletteraday.substack.com
CEO, President, and Chairman of Tenneco | 1997 Shareholder Letter| aletteraday.substack.com
Co-head of Private Equity at Apollo and Partner & Chief Economist at Apollo | Private Equity Investing Amid Market Dislocation| aletteraday.substack.com
Edit: Please check out our most recent deep dive, a 24,000 word report on Alibaba! Hi! Thanks for checking us out at DJY Research. Every month, we will do a deep dive on an Asian equity. If you like our research, please subscribe. This is our second report and final free sample. Next month, only … Continue reading "Sea Limited"| DJY Research
Senior Steward at Sequoia Capital & CFO of PayPal and Partner at Benchmark & Thrive Capital | Sequoia's YouTube Investment Memo and Miles' Note on Roelof's Memo| aletteraday.substack.com
CEO of Zappos and Cofounder of LinkExchange and Venture Frogs | Holacracy| aletteraday.substack.com
Head of Production and Research Scientist at Renaissance Technologies and Founder of Differential Ventures | Discussing RenTec| aletteraday.substack.com
Founder of HotOrNot | Reinventing HotOrNot| aletteraday.substack.com
Founder of Investment Group of Santa Barbara | Why is English Important to Global Corporations?| aletteraday.substack.com
Benchmark Cofounder and General Partner | Kettering University Commencement Speech| aletteraday.substack.com
Co-head of Private Equity at Apollo and Cofounder of Protege Partners | Private Equity Deals with Capital Allocators Podcast Conversation| aletteraday.substack.com
Founder of WeChat and SEVP of Tencent | What is WeChat's Dream?| aletteraday.substack.com
Vice Chairman of Blackstone's Private Wealth Solutions group and Chief US Investment Strategist at Morgan Stanley | Lessons Learned in His First 80 Years| aletteraday.substack.com
The enlightenment of an iconoclast| cloudvalley.substack.com
