memos

interesting memos written for an internal audience - a company, a campaign, an organization - that shed light on how people really think inside institutions.

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great speeches

a collection of wonderful speeches (many of them commencement speeches)

sari and • 40 cards

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The document provides insights into Cantos Ventures III, LP, its investment focus in frontier tech, and its mission to back technology companies with global-scale impact in areas like climate change, disease, poverty, and armed conflict.

Link

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Letter #115: Brian Chesky, Joe Gebbia, and Nate Blecharczyk (2020)

aletteraday.substack.com

alex

Investor Communications

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Fewer Losers, or More Winners?

oaktreecapital.com

alex

Embracing Paradox

Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.

static1.squarespace.com

sari

Investment Memo: Earnest Fund 2

Earnest Capital earnestcapital.com

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Letter #140: Satya Nadella

KG aletteraday.substack.com

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Satya Nadella’s email to employees

Memos

Matt Huang 12mv2.com

ssari

a great collection of investment memos, activist letters, presentations, essays, and blog posts, by company.