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Letter #40: John Collison and Stan Druckenmiller (2022)

aletteraday.substack.com · 11,267 words · saved by 1 readers

Hi everyone – it’s been a while since I rolled this newsletter into Cloud Valley, but somehow people are continuing to discover this newsletter and I frequently get asked to restart it. I’m thinking about if it makes sense to reboot it (please reach out if you have any suggestions or ideas or just want to see it back!). In the meantime, I recently watched the Ira Sohn conversation between John Collison and Stan Druckenmiller and enjoyed it so much I transcribed it for easier consumption and revisiting, and thought I’d share it here. (Any errors are mine.) I hope you enjoy this conversation as much as I did! John Collison: I'm delighted to be joined today by Stan Druckenmiller. And look, you could say that certain people in the investing world need no introduction. And in a lot of cases, it might be an exaggeration. But I think Stan is probably, if you were to ask investors for their role models, Stan would probably be one of the top three names that people give you. And his performance

Letter #40: John Collison and Stan Druckenmiller (2022) Co-Founder of Stripe and Founder of Duquesne | Sohn 2022 Conversation Kevin Gee Jun 21, 2022 13 2 Share Hi everyone – it’s been a while since I rolled this newsletter into Cloud Valley , but somehow people are continuing to discover this newsletter and I frequently get asked to restart it. I’m thinking about if it makes sense to reboot it (please reach out if you have any suggestions or ideas or just want to see it back!). In the meantime, I recently watched the Ira Sohn conversation between John Collison and Stan Druckenmiller and enjoye

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