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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

#167 - Demographics Tell The Future

Musings on two current demographic trends.

Jan 1, 2022

#166 - The Erosion of Modern Moats

Musings on how abundant information affect competitive advantages and change real estate markets.

Dec 26, 2021

#165 - Big Growth in Small Cities

Musings on why I'm bullish on smaller cities.

Dec 16, 2021

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