“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 #64

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

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

Apr 20, 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

Trends in China, Masa Son's vision, Seth Klarman's dire warning, 5G technology, Josh Wolfe discusses inventing the future, podcasts,

Jan 26, 2019

Book reviews, China's soul engineering, John Hempton speaks on US competitive landscape, Adventur.es Q&A and annual letter, Sears is

Jan 19, 2019

John Malone media lecture, Dell goes public, Worldy Philosophers book review, market cycles update, China update, Seth Klarman letter, podca

Dec 28, 2018

Opportunity zones, Seth Klarman on short termism, Brookfield letter, Retail private equity deep dive, yield curve inversion, climate change,

Dec 9, 2018

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

Dec 1, 2018

Thanksgiving history, Warren Buffett's advice for entrepreneurs, how investors must evolve, trailer park stocks, podcasts, Elon Musk tun

Nov 25, 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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