“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 #70

Bill Gurley on the keys to a 10X revenue multiple, negative yielding junk bonds, the paradox of choices, big data and real estate, Amazon tu

Jul 12, 2019

Antitrust regulations and consumer welfare, thoughts on crypto as a commodity, Chuck Akre's three legged stool philosophy, David Abrams

Jun 22, 2019

Howard Marks on current economic cycle, Ben Thompson on tech antitrust cases, Naval Ravikant on building wealth, Mary Meeker's internet

Jun 15, 2019

(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

Commercial real estate book reviews, Eugene Wei on social media business models, Disney's business model, Amazon shareholder letter, pod

Apr 20, 2019

Internet and innovation in higher education, Howard Marks' latest memo, Absolute Return Partners on life expectancy, becoming a model th

Apr 5, 2019

Illumina's gene sequencing dominance, yield curve inversion, Lyft from a value investor's perspective, the 4 sources of alpha, Amazo

Mar 29, 2019

Bruce Flatt on investing late cycle, entropy and investing, China's real estate woes, eSports, JPM Coin, building a multifamily empire,

Feb 16, 2019

Circle of competence podcast, sports betting, inconsistent private equity returns, Jordan Peterson, real estate syndication, Lebron James, p

Dec 1, 2018

Thoughts on current market cycle, Stan Druckenmiller interview, Icahn's proxy fight ends, fund letters, climate change & industry, o

Nov 16, 2018

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