top of page

CIRCLE OF COMPETENCE

“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 #92

2019 lessons learned + 2020 predictions, Jeff Gundlach on the US economy, spotting tech bubbles, growth investing, Amazon's free cash fl

Dec 29, 2019

Circle of Competence Issue #91

George Soros on financial markets and reflexivity, Stanley Druckenmiller on monetary policy and politics, adventur.es' 2019 letter, onli

Dec 22, 2019

Circle of Competence Issue #90

Boomers + millennials moving to cities, Thoma Bravo profile, history of interest rates, recession indicators, open letter to Jack Dorsey, an

Dec 15, 2019

Circle of Competence Issue #89

The future of American malls, oil drilling, investing in African public markets, investing in China, venture capital Q3 2019, solar developm

Dec 8, 2019

SEND YOUR THOUGHTS

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

bottom of page