“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 #100

Updated Business Vault, Berkshire Hathaway Letter, investment fund letters, mental models. Peter Thiel on accomplishing more technologically

Feb 29, 2020

Texas Pacific Land Trust is a land trust company which was formed in the late 1800's after the bankruptcy of its parent company, a former...

Feb 15, 2020

Texas Pacific Land Trust, Charlie Munger at The Daily Journal Annual Meeting, preparing for a recession, the case against REITs, Peter Thiel

Feb 15, 2020

Tesla: Bears, Bulls, and Spectators, real estate links, economic concentration, lessons of history, SpacEx spinning of Starlink in IPO, cost

Feb 8, 2020

Unit economics, Tesla's valuation, private equity companies are trading companies faster, silicon valley vs. private equity, Deepmind st

Feb 1, 2020

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