“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 #43

Eddie Lampert's miscalculation, Dell-DVMT gets approval, Chris Cole on volatility, SpaceX raises funds, Thoma Bravo's rise, podcasts

Dec 23, 2018

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

Nov 16, 2018

(Motley) Foolish wisdom, Grantham on climate change, Tom Gayner on investing, Icahn's $DVMT litigation, Ray Dalio on debt crises, podcas

Nov 11, 2018

Icahn's Dell merger activism, Sears bankruptcy, lessons from Annie Duke, timber market crash, Bezos on leaving earth, podcasts, startups

Oct 21, 2018

Carl Icahn activism update, solving India's trash problem, Munger's lollapalooza effect, Elliott Management activism, Waymo's au

Aug 31, 2018

Mohnish Pabrai, Visionary vs. Optimizer CEOs, Yield Curve, Tax Cuts, Carl Icahn's SandRidge Activism, and more.

Jun 30, 2018

Seth Klarman Bio, Howard Mark's New Memo, AT&T TWX Merger, Carl Icahn's SandRidge Battle, Appaloosa Activism, and more.

Jun 23, 2018

Michael Burry Deep Dive, Microsoft's GitHub Purchase, Mary Meeker's Internet Trends, The Real Frank Abignale, Carl Icahn vs. SandRid

Jun 15, 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

Special Situations, Startup Land, Real Estate, Fund Letters, Fairfax Holdings, Renaissance Re, Exor

Apr 22, 2018

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