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Hi there! Welcome to A Letter a Day. If you want to know more about this newsletter, see "The Archive.” At a high level, you can expect to receive a memo/essay or speech/presentation transcript from an investor, founder, or entrepreneur (IFO) each edition. More here. If you find yourself interested in any of these IFOs and wanting to learn more, shoot me a DM or email and I’m happy to point you to more or similar resources.

Hi everyone! Due to popular request (and a few persistent individuals), I’ll be restarting this newsletter, but with a few changes. Most notably, rather than sending “A Letter a Day”, I’ll be sharing a letter or transcript twice a week, once on Tuesday afternoon (2:22pm) and once on Saturday morning (6:06am). Second, I’m expanding the scope of the newsletter to include a broader range of subjects, but still focused on thought-provoking investors (across venture, hedge funds, and private equity), founders (not just tech), and operators (sales, marketing, product, etc.

Hi everyone! Due to popular request (and a few persistent individuals), I’ll be restarting this newsletter, but with a few changes. Most notably, rather than sending “A Letter a Day”, I’ll be sharing a letter or transcript twice a week, once on Tuesday afternoon (2:22pm) and once on Saturday morning (6:06am). Second, I’m expanding the scope of the newsletter to include a broader range of subjects, but still focused on thought-provoking investors (across venture, hedge funds, and private equity), founders (not just tech), and operators (sales, marketing, product, etc.

Hi there! Welcome to A Letter a Day. If you want to know more about this newsletter, see "The Archive.” At a high level, you can expect to receive a memo/essay or speech/presentation transcript from an investor, founder, or entrepreneur (IFO) each edition. More here. If you find yourself interested in any of these IFOs and wanting to learn more, shoot me a DM or email and I’m happy to point you to more or similar resources.

Today’s letter is the transcript of a panel Dragoneer Founder Marc Stad spoke on in 2023. In it, he introduces himself and shares a little background on Dragoneer, lays out what he looks for in companies, and comments on the gap between valuations and seller willingness, coaching management teams, the IPO business, his view of the cloud, and some quick takes on the 10yr US Treasury, S&P500, Bitcoin, Metaverse/AR, and Work From Home.

Hello friend! Today in my Letter I thought I’d run through some common greetings and partings in Icelandic, for those of you who are not familiar with them. If you would prefer to listen to this post, you can do so by clicking on the audio below. Bonus: this will give you the way these greetings and partings are pronounced. 😁 Audio playback is not supported on your browser. Please upgrade.

The other day I was at my local pool, ready to head outside after showering. I was just passing the racks where we leave our towels when I heard something drop behind me and turned around. Rolling along the floor was the little bottle of shampoo that I had wrapped inside my towel before placing it in the rack. Except my towel wasn’t in the rack. My towel was in the hands of some woman who had already begun drying herself with it.

Hey, This is Will Clemente. Hope you’re doing well. I greatly appreciate you subscribing to my previous newsletter. For the last 10 months our brilliant research team, Pomp, and I have been building our new research firm Reflexivity Research. Moving forward, our team will be sending out free industry leading research reports on Bitcoin/crypto network activity, market structure, and more. Here’s our latest piece on Bitcoin’s performance in Q2.

I was informed that I can’t accept subscription fees for work that relates to my doctoral research without violating academic ethics guidelines, so that option no longer exists for subscribers. If you opted to pay when I launched this newsletter last month, you’ve been refunded! Thanks for your support! Letterboards! A few years ago, they were absolutely ubiquitous in the mamasphere. Their grip on the feeds is loosening, so before they vanish forever, let’s take a moment to immortalize letterboards with the full spectrum of nuance that they deserve.