Circle Of Competence Issue #22
Morgan Housel on Optimism, Special Situations, Shareholder Activism Overview, Gene Munster's Letter to Musk, New Companies, Podcasts, Fu
Jul 28, 2018
Circle Of Competence Issue #17
Seth Klarman Bio, Howard Mark's New Memo, AT&T TWX Merger, Carl Icahn's SandRidge Battle, Appaloosa Activism, and more.
Jun 23, 2018
