Circle of Competence Issue #65
Life in the Permian Basin, why platform companies fail, biggest lessons in history, Li Lu on US Sino relations, Joe Rogan interviews Naval R
Jun 8, 2019
Circle of Competence Issue #62
(Anti)competitive behaviors, Jamie Metzl on gene sequencing and editing, Bill Gurley's Uber returns, the empty promise of data moats, an
May 18, 2019
Circle of Competence Issue #61
Charlie Munger unplugged, real estate iBuying model, breaking up Facebook, visualizing tech unicorns in 2019, Berkshire Hathaway's annua
May 12, 2019
Circle of Competence Issue #53
Behavioral Self-Reflections, Ben Thompson on Big Tech antitrust, Howard Marks on luck and risk, autonomous vehicles, Fed Chair interview, an
Mar 16, 2019
