top of page

CIRCLE OF COMPETENCE

“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 #55

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

Mar 29, 2019

Circle of Competence Issue #49

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 Issue #33

Current market cycle thoughts, China's stimulus, Yale invests in crypto, oil surges, Bruce Flatt talk at Google, Stripe profile, startup

Oct 13, 2018

SEND YOUR THOUGHTS

Thanks for your interest in Circle of Competence. For more information, drop me a line and let's connect.

bottom of page