“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 #118

Interview with Monick Halm (Real Estate Private Equity), the Latticework, Sam Zell launches a SPAC, the future of the dollar, San Francisco&

Aug 29, 2020

Interview with David Gardner of The Motley Fool, search fund research, the story of Graeme Hart, is NYC dead?, Paul Graham on wealth taxes,

Aug 21, 2020

Interview with Blair Silverberg of Captec.io, long-term thinking, Sam Altman on Success, Gerald Hines interview, COVID-19 crisis investing s

Aug 15, 2020

Earlier this year, I began the practice of sharing thoughts with my family every quarter or two on how I'm thinking about things on a...

Aug 14, 2020

Thoughts on the current economic cycle, Ray Dalio's macro economic global changes series, Baupost 2Q Letter, Howard Marks memo, Naval on

Aug 8, 2020

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