“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 #38

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

Nov 16, 2018

Highlighted Investor Mohnish Pabrai, Evaluating Private Business Purchases, Tesla's Narrative, Gaming Growth, Podcasts Galore, And Dell&

Jul 8, 2018

Prem Watsa Deep Dive, Warren Buffett & Jamie Dimon on Short-Termism, Tech Monopolies, End of The Tech Superstar Era, Icahn's SandRid

Jun 10, 2018

Charlie Munger Deep Dive, Ballooning Student Debt, Goverment Backed Mortgages Repeat, "Quantitative Value" Book Review, Buffett-Ub

Jun 3, 2018

Phil Fisher's Checklist, Rising Bond Yields, Real Estate Trends, Ray Dalio's "Principles," Evercore Partners, and More.

May 28, 2018

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