“If a man empties his purse into his head, no man can take it away from him. An investment in knowledge always pays the best interest.” - Ben Franklin

Circle Of Competence Issue #18

Mohnish Pabrai, Visionary vs. Optimizer CEOs, Yield Curve, Tax Cuts, Carl Icahn's SandRidge Activism, and more.

Jun 30, 2018

These are my own scratch notes on what I found interesting and noteworthy as I read through Munger's letters.

Jun 28, 2018

These are my own scratch notes on what I found interesting and noteworthy as I read through Prem Watsa's Shareholder Letters.

Jun 28, 2018

Seth Klarman Bio, Howard Mark's New Memo, AT&T TWX Merger, Carl Icahn's SandRidge Battle, Appaloosa Activism, and more.

Jun 23, 2018

Michael Burry Deep Dive, Microsoft's GitHub Purchase, Mary Meeker's Internet Trends, The Real Frank Abignale, Carl Icahn vs. SandRid

Jun 15, 2018

Prem Watsa Deep Dive, Warren Buffett & Jamie Dimon on Short-Termism, Tech Monopolies, End of The Tech Superstar Era, Icahn's SandRid

Jun 10, 2018

I finally finished going through Prem Watsa's Fairfax Financial shareholder letters this week and wanted to write a small summary on his...

Jun 10, 2018

MICHAEL BURRY INVESTMENT LETTERS (SCION CAPITAL) This week, I read through the compendium (link above) of Michael Burry's quarterly...

Jun 9, 2018

Charlie Munger Deep Dive, Ballooning Student Debt, Goverment Backed Mortgages Repeat, "Quantitative Value" Book Review, Buffett-Ub

Jun 3, 2018

This week I decided to finish Charlie Munger's letters to his shareholders at Wesco Financial from 1983-2009 and take notes with this...

Jun 3, 2018

Thanks for your interest in Circle of Competence. For more information, drop me a line and let's connect.