“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 #20

Second Quarter Fund Letters, Qualitative vs. Quantitative Metrics, Munger On Mistakes, Booking vs. Airbnb, Private Equity Dry Powder, Podcas

Jul 15, 2018

These are my own scratch notes on what I found interesting and noteworthy as I read through Munger's letters.

Jun 28, 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

Tech Private Equity Titans, Legal Sports Betting, Self Driving Cars, Munger's Wesco Letters, Book Reviews, and More.

May 20, 2018

Charlie Munger's Wesco Letters, Google 2017 Letter, Exor Letters, Daniel Rasmussen, Hedge Fund Fees, Artificial Intelligence, and More.

May 13, 2018

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