“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 #71

Letter to Learners #1, Ray Dalio's prediction of a coming economic paradigm shift, history of SaaS company valuations, Scott Kupor on st

Jul 20, 2019

Investing vs. speculation, Marvel's franchise machine, importance of pattern recognition in VC, AI powered landlords, Facebook's Lib

Jun 29, 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

US-Sino relations and the tech cold war, the e-sports bubble, the legal argument that spells trouble for Uber, Impossible Foods' profile

Jun 1, 2019

Retirement, China and the tech cold war, millennial work religion, Google's civil war, share buyback defense, bootstrapping Mailchimp, a

May 25, 2019

Cash burning tech IPOs, Ray Dalio on modern monetary theory, China's belt and road initiative, 5G potential, student debt, Peloton's

May 5, 2019

John Hempton on Mattel's blunder, Warren Buffett on trade policy, exporting China's surveillance state, Facebook's role in Brexi

Apr 27, 2019

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

Apr 20, 2019

Lack of viable alternatives in higher education, synthetic biology primer, Ray Dalio on fixing capitalism, Austrian vs. Keynesian economics,

Apr 14, 2019

Focus and solitude, Schopenhauer on clickbait, David Perrell on internet and information transformations, Cal Newport on digital minimalism,

Mar 23, 2019

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