Kevin Gee (@kevg1412) / X

Kevin Gee

11.3K posts

Kevin Gee

@kevg1412

“Yukon Ho!” | "The enemy's gate is down." | @speedwell_llc

Cloud Valley

aletteraday.substack.com

Joined July 2013

Pinned
Kevin Gee
@kevg1412
Apr 13, 2023
Early in my career, Stan Druckenmiller told me that the best way to understand an industry is to look at every company in it. I’ve found that this (mostly) works for people too. To understand people, read everything they’ve published, and listen to every talk they’ve given. It’s
1.5M
Kevin Gee
@kevg1412
Apr 17, 2023
"He's not even a 10x engineer. He's like, 100x, or 1,000x engineer" Gmail creator Paul Buchheit on how Bret Taylor once rewrote Google Maps in a single weekend:
2.4M
Kevin Gee
@kevg1412
Oct 30, 2024
Max Levchin on how to disagree
362K
Kevin Gee
@kevg1412
Jul 27, 2023
Everyone knows that Kylie Jenner was the youngest (“self-made”) billionaire in the world. And that before Kylie, there was Mark Zuckerberg. But what most people don’t know is that before Mark, there was a man named John Arnold. John graduated college in 3 years, and within five
1.5M
Kevin Gee
@kevg1412
Oct 8, 2025
Stan Druckenmiller turned $900k into $12bn through 30% returns for 30 years with no down years and only 3 down quarters despite multiple crises, including the Savings & Loans Crisis, Black Monday, Black Wednesday, the Asian Financial Crisis, the Dot-com Bubble burst, and the
557K
Kevin Gee
@kevg1412
Nov 28, 2023
In 1949, Charlie Munger was 25 years old. He was hired at the law firm of Wright & Garrett for $3,300 per year, or $29,851 in inflation-adjusted dollars as of 2010. He had $1,500 in savings, equal to $13,570 now. A few years later, in 1953, Charlie was 29 years old when he and
267K
Kevin Gee
@kevg1412
Sep 13, 2021
It continues to boggle my mind that every billionaire I’ve cold-emailed has responded in <10 minutes when my friends take more than a week and only do so after I’ve tripled texted them or venmoed them…
Kevin Gee
@kevg1412
Jul 24, 2023
In 2000, a ten year old schoolboy asked Warren Buffett if he was worried about the internet hurting his portfolio companies. The following year, after the internet bubble had begun to pop, he asked Warren if his views on the internet had changed. 15+ years later, in 2017, the
757K
Kevin Gee
@kevg1412
Sep 25, 2025
15 years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and strategy that worked for the coming decade. 1 year ago, David returned to Squawk Box and shared his views on China, stimulus, AI, and more, including if he
245K
Kevin Gee
@kevg1412
Nov 4, 2025
Been thinking a lot about Michael Mauboussin's depiction of investing vs gambling again...
94K
Kevin Gee
@kevg1412
Apr 12, 2021
.@rabois on PayPal culture -- as practiced by @peterthiel @mlevchin @DavidSacks 1. Extreme Focus 2. Dedication to individual accomplishment 3. Refusal to accept constraints, external or internal 4. Radical transparency on metrics 5. Meritocratic opportunity 6. Vigorous Debate
Kevin Gee
@kevg1412
Oct 15, 2024
New Mauboussin paper. morganstanley.com/im/publication…
137K
Kevin Gee
@kevg1412
Jun 24, 2024
Michael Mauboussin on investing vs gambling
200K
Kevin Gee
@kevg1412
Nov 10, 2025
Charlie Munger on what he would have done in life if he had not met Warren
49K