- Open Source CEO by Bill Kerr
- Posts
- The Ultimate Investor Letter Database
The Ultimate Investor Letter Database
An investor letter database to learn from the best of the best. ✍️
👋 Howdy! This is the Open Source CEO, the bi-weekly newsletter that sharpens your business instincts.
COMING IN HOT TODAY 🔥
🎯 Hone your strategy: Our Ultimate Investor Letter database.
🐥 Twitter is alive and well: We have our 3 favourite tweets to prove it.
🧠 Science based happiness: Some serotonin-ised learning for you.
💬 AMA: And finally, shoot me some questions to answer later!
If you’re interested in sponsoring these emails, reach out. I’d love to share some ideas and see how we can work together.
PARTNERS 💫
“We need a front-end developer for Tuesday, but it will take months to find someone in the US.” If you are looking for your next remote hire, Athyna has you covered. From finance and ops, to creative and engineering.
The secret weapon for ambitious startups. No search fees. No activation fees. Just incredible talent, matched with AI precision—at lightning speed. All up up to 70% less than hiring locally.
Interested in sponsoring these emails? See our partnership options here.
INTRODUCTION 🤷♂️
This week we have something different for you team, we don’t have an interview today, but don’t fret, we have some big hitters in the works for the coming weeks.
Today, we roll out our first resource: our Ultimate Investor Letter database.
If you are a leader looking to improve your ability to craft a winning strategy, a manager looking to climb the next rung on your career, or a tech obsessed hustler trying to learn from the best you’re in for a treat.
We have collated a full database of three of the best shareholder letters in the world: Berkshire Hathaway, JPMorgan & Amazon.
And we have built it into a trackable sheet for you to stay on top of. Whammee!
Reading these letters will give you a look inside the minds of some of the greatest leaders of our time. And as leaders, our job is to emulate the same level of success (relatively speaking) inside of our companies.
Build some time into your weeks to take down one of these bad boys at a time and you will be outperforming your competition in no time.
RESOURCE OF THE WEEK 🧰
Investor Letter Database
First up in our database we have the OG money man, the Oracle of Omaha, a spritely young up and comer by the name of Warren Edward Buffet (also known as Warren B, not to be confused with).
Warren Buffet might be the most vanilla man in history to become a household name. He has lived in the same house since 1958, had a flip-phone until 2020 and he gets around a 1990 Toyota Carola (or something similarly standard).
Oh but in his day job he’s amassed a fortune to the tune of $115B dollars through his holding company, Berkshire Hathaway.
Warren started writing his annual shareholder letters officially in 1977 and they are filled with excellent insights as to how markets really work.
We have collated them in our Investor Letter Database for you here.
Next up we have JPMorgan’s Chief Executive Officer, Jamie Dimon and his letter’s dating all the way back to his takeover in 2005. Mr Dimon operates at the true centre of capitalism and holds more sway on Wall Street than any other executive today.
His shareholders letter’s are a look into the strategy of how one of the biggest banks in the world operates. It’s strengths and opportunities. It’s failures and it’s weaknesses.
We have collated every one of his letters since 2005 in our Investor Letter Database for you here, including how the bank navigated the 2008 financial crisis.
And finally, we have Jeff…
Nearly 60 years ago, a young boy by the name of Jeffrey Preston Jorgensen would be born, later taking the name Bezos, after his stepfather. Jeff would go on to be what some (or most) would say would be the most impressive career in recent memory.
He might not have been the visionary Jobs was, or talk in the grandeur of Musk, but when it comes to execution, he’s the big enchilada and it’s not even close.
Lucky for us since 1997 Jeff has penned Amazon’s official shareholder letter. Which takes us through the dot com crash, AWS, multiple failures and more.
It’s actually riveting reading stuff. And again, you guessed it. We have collated all shareholder letter from 1997 to today in our Investor Letter Database for you.
EXTRA READING: Brad Stone’s two books on Jeff and Amazon here and here.
And that's it! You can find the letters here with a checklist for you to tick them off as you go. We hope you enjoy them!
TWEETS OF THE WEEK 🐣
Brian Chesky gave the perfect 10 minute hero's journey story a few weeks ago at Config.
Founders and CEOs are always looking for great examples of storytelling, speaking, and leadership. This right here is as good as it gets.
Why did it work so well?
To start with it's 9… twitter.com/i/web/status/1…
— Robbie Crabtree (@RobbieCrab)
1:02 PM • Jul 17, 2023
The new sphere in Las Vegas is the coolest building I’ve ever seen.
It features 580K square feet of fully-programmable LED lighting to produce life-like images visible from miles away.
And the story behind it is wilder than the videos it creates:
A THREAD
1/16
— Aakash Gupta 🚀 Product Growth Guy (@aakashg0)
6:05 AM • Jul 9, 2023
BRAIN FOOD 🧠
This edition of the Huberman Lab podcast is fascinating and something that everyone should listen to. Happiness is everything we have and the only thing that is important really.
But we don’t attack it with much of a data-driven approach. This podcast by Andrew Huberman sets out to change that.
I have dropped a few of my favourite time-stamps for those who want to jump in at some cracking spots. 👇🏼
Listen: YouTube | Apple Podcasts | Spotify
00:00:00 Happiness
00:17:51 Imprecise Language for Happiness
00:26:32 Harvard Happiness Project
00:37:20 Work, Sense of Meaning & Happiness
00:43:06 Happiness Across the Lifespan, Does Having Children Make Us Happier?
00:52:45 Smoking, Alcohol & Happiness
01:05:05 Synthesizing Happiness
01:09:18 Natural Happiness & Synthetic Happiness; Music
01:39:40 Tool: Quality Social Connection
01:54:00 Physical Contact & Social Connection, Allogrooming, Pets
02:11:57 Happiness Toolkit
ASK ME ANYTHING 🗣
I want to be a trusted resource for you. If you think anything I know in relation to brand, culture, global teams, sales and growth would help you unblock a problem in you weeks shoot me a line.
Ask in the comments or reply to this email and I will do my best to answer it in a future edition. 🙌🏼
How good was today's edition?Tell us the truth. It either rocked, kinda rocked, or plain sucked. |
And that’s it! Feel free to reply to this email and spill your thoughts in a deeper more personal way as I'd love to hear what you thought of this edition.
Catch ya next time. 🏄♂️
Reply