Right People
2024-03-18 Sam Altman.Lex Fridman Podcast #419
Refer To：《Sam Altman: OpenAI, GPT-5, Sora, Board Saga, Elon Musk, Ilya, Power & AGI | Lex Fridman Podcast #419》。 Introduction 引言 Sam Altman (00:00:00) I think compute is going to be the currency of the future. I think it’ll be maybe the most precious ...
2022-04-26 Chris Hohn.A Hedge Fund Manager Like No Other
Refer To：《Chris Hohn Is a Hedge Fund Manager Like No Other》。 The TCI Fund Management founder and 2022 Hedge Fund Lifetime Achievement honoree has differentiated himself through philanthropy, activism — and an enviable track record. ...
2025-04-29 Mark Zuckerberg.Meta's AGI Plan
Refer To：《Mark Zuckerberg — Meta's AGI Plan》。 How Llama 4 compares to other models Llama 4 相较于其他模型的表现如何 Dwarkesh Patel Mark, thanks for coming on the podcast again. 马克，感谢你再次参加播客节目。 Mark Zuckerberg Yeah, happy to do it. Good to see you. ...
2025-05-24 Sergey Brin.CatGPT
Refer To：《Why AI is more important than the Internet (Interview with Google Co-Founder, Sergey Brin)》。 Speaker 1: I would love if you could compare the moment that we are in right now in 2025 to the early days of the Internet. And I'll ask it as a ...
2023-01-20 Chris Hohn.An open letter to Sundar Pichai
Refer To：《2023-01-20 Chris Hohn.An open letter to Sundar Pichai》。 Dear Sundar, I have appreciated our recent dialogue concerning Alphabet's cost base. I am encouraged to see that you are now taking some action to right size Alphabet's cost base and ...
2022-11-15 Chris Hohn.An open letter to Sundar Pichai
Refer To：《2022-11-15 Chris Hohn.An open letter to Sundar Pichai》。 Dear Sundar, TCI has been a significant shareholder of Alphabet since 2017. We currently own shares valued at more than \$6 billion, reflecting our strong conviction in Alphabet's ...
2025-05-22 Sergey Brin.Google IO
Refer To：《Demis Hassabis and Sergey Brin on AI Scaling, AGI Timeline, Robotics, Simulation Theory》。 Google this week announced a series of impressive AI updates at its IO developer conference, including improved video generation, expanded AI Mode in ...
2025-05-24 Sergey Brin.Google for Developers
Refer To：《Sergey Brin on the Future of AI & Gemini》。 Speaker 1: Hey everyone. Thanks for joining us. We've got an IOS special. Sergey Brin. We're talking all things Google. Thanks for taking the time to chat. 大家好，感谢大家加入。本期是 I/O 特别节目，嘉宾 Sergey ...
2025-05-24 Bill Ackman.一个激进的“价值投机者”
Refer To：《一个激进的“价值投机者”》。 特朗普兴风作浪，有些人则趁机捕鱼。正所谓“水大鱼大”。例如，阿克曼的潘兴广场在2025年4月底亚马逊暴跌1/3后，入场抄底，目前反弹了约20%。此前，他在疫情期间用2700万美元做空获得了26亿美元收益，赚得相当漂亮。看起来这位老兄似乎相当擅长于“投机”，但事实上，阿克曼自认是一个价值投资者。 ...
2025-05-20 Sergey Brin.All-In Podcast
Refer To：《Sergey Brin, Google Co-Founder | All-In Live from Miami》。 “We've got a special guest who's going to come join us. 我们有一位特别嘉宾要加入我们。 This always happens. 总是会有这种惊喜时刻。 There he is, Sergey Brin, everybody. 他来了，大家欢迎谢尔盖·布林。 Oh my God. Somebody told ...
2025-05-15 UnitedHealth’s Returning CEO to Get $61 Million Pay Package
Refer To：《UnitedHealth’s Returning CEO to Get $61 Million Pay Package》。 New UnitedHealth Group Chief Executive Stephen Hemsley will get a pay package worth \$61 million, mostly in stock options that vest after three years, and which he could keep ...
2023-02-10 Stephen J. Squeri’s Letter to American Express Shareholders
Refer To：《Stephen J. Squeri’s 2023 Chairman’s Letter to Shareholders》。 DEAR SHAREHOLDERS, 致股东： American Express had an exceptional year in 2022, thanks to the dedication and ingenuity of our talented colleagues. Their unwavering focus to deliver on ...
2023-04-05 Occidental’s Vicki Hollub on what future CEOs need to know before moving into the C-suite
Refer To：《Occidental’s Vicki Hollub on what future CEOs need to know before moving into the C-suite》。 Alan Murray: Leadership Next is powered by the folks at Deloitte, who, like me, are super focused on how CEOs can lead in the context of disruption ...
2024-02-09 Stephen J. Squeri’s Letter to American Express Shareholders
Refer To：《Stephen J. Squeri’s 2024 Chairman’s Letter to Shareholders》。 DEAR SHAREHOLDERS, 亲爱的股东们， American Express had a strong year in 2023, continuing the momentum we have built in our business over the last few years. As a result of the loyalty of ...
2019-07-22 Carl C. Icahn.Open Letter to Occidental Petroleum Stockholders
Refer To：《Open Letter to Occidental Petroleum Stockholders》。 July 22, 2019 Contact: Icahn Capital LP Susan Gordon (212) 702-4309 Carl C. Icahn Issues Open Letter to Occidental Petroleum Stockholders 卡尔·C·伊坎致西方石油股东的公开信 Recent Actions by OXY’s ...
2025-02-07 Stephen J. Squeri’s Letter to American Express Shareholders
Refer To：《Stephen J. Squeri’s 2025 Chairman’s Letter to Shareholders》。 Dear Shareholders, 尊敬的股东： 2024 was another strong year for American Express. We delivered record-setting results by continuing to execute our strategy of investing in our value ...
2021-02-26 Vicki Hollub’s Letters to OXY Shareholders
Refer To：《2021-02-26 Vicki Hollub’s Letters to OXY Shareholders》。 2020 was a year of extreme volatility for our industry and the world, as the COVID-19 pandemic and a commodity price war led to unprecedented challenges. ...
2022-02-24 Vicki Hollub’s Letters to OXY Shareholders
Refer To：《2022-02-24 Vicki Hollub’s Letters to OXY Shareholders》。 2021 was an outstanding year for Oxy, as operational improvements drove record free cash-flow generation and a return to profitability. Our global teams delivered some of their best ...
2023-03-23 Vicki Hollub’s Letters to OXY Shareholders
Refer To：《2023-03-23 Vicki Hollub’s Letters to OXY Shareholders》。 Through exceptional execution across our world-class asset base, Oxy delivered on our commitment to return capital to shareholders in 2022 with the triple benefit of a growing and ...
2024-02-14 Vicki Hollub’s Letters to OXY Shareholders
Refer To：《2024-02-14 Vicki Hollub’s Letters to OXY Shareholders》。 This year marks the 60th anniversary of our listing on the New York Stock Exchange and, in February, some of our longest-tenured employees celebrated that milestone by ringing the ...
2025-02-18 Vicki Hollub’s Letters to OXY Shareholders
Refer To：《2025-02-18 Vicki Hollub’s Letters to OXY Shareholders》。 2024 marked an exceptional year for Oxy as we advanced our strategy and delivered outstanding financial and operational results across our businesses. We closed on the strategic ...
2025-05-05 Tricia Griffith’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-Q1 - Annual report-2025》。 Letter to Shareholders First Quarter 2025 I would characterize the first quarter of 2025 as very successful and, more importantly, stable. With all that is going on outside of our walls related to ...
2025-03 Toomas Laarits.THE RESEARCH BEHAVIOR OF INDIVIDUAL INVESTORS
Refer To：《THE RESEARCH BEHAVIOR OF INDIVIDUAL INVESTORS》。 THE RESEARCH BEHAVIOR OF INDIVIDUAL INVESTORS 个人投资者的研究行为 Toomas Laarits Jeffrey Wurgler Working Paper 33625 http://www.nber.org/papers/w33625 NATIONAL BUREAU OF ECONOMIC RESEARCH 美国国家经济研究局 ...
2008 Thomas Peterffy’s Letters to Interactive Brokers Shareholders
Refer To：《2008 Thomas Peterffy’s Letters to Interactive Brokers Shareholders》。 Dear Fellow Shareholders, 亲爱的股东们： 2007 marked the 30th anniversary of our founding and our first year as a public company. Throughout our history, we have maintained a ...
2025-02-27 Evan G. Greenberg’s Letters to Chubb Shareholders
Refer To：《Chubb Limited 2024 Letter to Shareholders》。 To My Fellow Shareholders 致我的股东们 Chubb had a standout performance last year – the best in our company’s history. We capitalized on favorable insurance market and economic conditions while managing ...
2025-04-10 Andy Jassy’s Letters to Amazon Shareholders
Refer To：《CEO Andy Jassy’s 2024 Letter to Shareholders》。 Dear Shareholders: 尊敬的股东们： 2024 was a strong year for Amazon. 2024年对亚马逊而言是表现强劲的一年。 Our total revenue grew 11% year-over-year (“YoY”) from $575B to $638B. By segment, North America revenue ...
1994-03-29 Peter B. Lewis’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-K - Annual report-1993》。 RESULTS 业绩 I am proud to describe Progressive's best ever financial results. We had record annual earnings and insurance premium volume, and achieved the 22nd annual underwriting profit since our ...
1995-03-28 Peter B. Lewis’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-K - Annual report-1994》。 Progressive--Auto Insurer for All People Progressive——为所有人提供汽车保险 In 1994, we made great strides toward repositioning Progressive to offer automobile insurance to all U.S. licensed operators through ...
1996-03-15 Peter B. Lewis’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-K - Annual report-1995》。 Progressive--Auto Insurer for All People Progressive——为所有人提供汽车保险 In 1995, we continued to make great strides toward positioning Progressive to offer automobile insurance to all U.S. licensed operators ...
1997-03-31 Peter B. Lewis’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-K - Annual report-1996》。 In 1996, Progressive continued on its path to leadership in automobile insurance. We expanded from 37 to 43 the number of states where we hope to convince every auto owner and operator to investigate and ...
1998-03-27 Peter B. Lewis’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-K - Annual report-1997》。 In 1997, Progressive continued on its path to leadership in automobile insurance. I am proud and happy to report that we believe that our private passenger auto premium growth in 1997 made Progressive ...
1999-03-26 Peter B. Lewis’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-K - Annual report-1998》。 For 34 years, writing annually to shareholders has been my way to describe Progressive's achievements and aspirations, and to explain our current performance and prospects. I try to do it in a way that ...
2002-03-28 Glenn M. Renwick’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-K - Annual report-2001》。 What a difference a year makes--after reporting unacceptable results last year, we are pleased to report record operating income of $485.5 million in 2001. More importantly, we've made substantial ...
2004-03-04 Glenn M. Renwick’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-K - Annual report-2003》。 The Progressive Corporation is a holding company and does not have any revenue producing operations of its own. Its insurance subsidiaries and affiliates (together with The Progressive Corporation, the ...
2005-03-01 Glenn M. Renwick’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-K - Annual report-2004》。 The Progressive Corporation, a holding company that has insurance and non-insurance subsidiaries and one mutual insurance company affiliate (collectively, the “Company”), does not have any revenue ...
2006-02-28 Glenn M. Renwick’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-K - Annual report-2005》。 LETTER TO SHAREHOLDERS 致股东信 MEASUREMENT IS CENTRAL TO PROGRESSIVE’S BUSINESS DISCIPLINE. We find ways to measure just about everything. Crafting an accurate measure to summarize overall company ...
2007-02-28 Glenn M. Renwick’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-K - Annual report-2006》。 LETTER TO SHAREHOLDERS 致股东信 An Auto Insurance Commercial Every Fourteen Seconds! This was an interesting factoid gleaned recently during the course of evaluating advertising agencies. Without validating ...
2008-02-27 Glenn M. Renwick’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-K - Annual report-2007》。 LETTER TO SHAREHOLDERS 致股东信 2007, by Progressive growth standards, was slower going than any of us would like. 按照Progressive的增长标准，2007年的发展速度比我们任何人希望的都要缓慢。 While growth is appropriately the headline story ...
2009-02-25 Glenn M. Renwick’s Letters to PGR Shareholders
Refer To：《PGR-Form 10-K - Annual report-2008》。 LETTER TO SHAREHOLDERS 致股东信 Wow! Followed by the claim, “I say it louder,” was an effective interjection in the debut television commercial of our revamped 2008 advertising efforts, but might equally be ...
2020-08-19 Glenn M. Renwick.Going full circle - Growing fintechs & mental health
Refer To：《Glenn Renwick | Segment 5: Going full circle - Growing fintechs & mental health》。 Speaker 1: This is our fifth and final part of my interview with Glenn Renwick. I'm Bindi from JRNY and for this final segment we'll be talking about going ...
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