Circle of Competence Issue #72
Howard Marks' latest memo on the economy, WeWork's CEO cashes out prior to IPO, the trust crisis, Duolingo's $700M language lear
Jul 27, 2019
Circle of Competence Issue #70
Bill Gurley on the keys to a 10X revenue multiple, negative yielding junk bonds, the paradox of choices, big data and real estate, Amazon tu
Jul 12, 2019
Circle of Competence Issue #66
Howard Marks on current economic cycle, Ben Thompson on tech antitrust cases, Naval Ravikant on building wealth, Mary Meeker's internet
Jun 15, 2019
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
Circle of Competence Issue #60
Cash burning tech IPOs, Ray Dalio on modern monetary theory, China's belt and road initiative, 5G potential, student debt, Peloton's
May 5, 2019
Circle of Competence Issue #59
John Hempton on Mattel's blunder, Warren Buffett on trade policy, exporting China's surveillance state, Facebook's role in Brexi
Apr 27, 2019
Circle of Competence Issue #57
Lack of viable alternatives in higher education, synthetic biology primer, Ray Dalio on fixing capitalism, Austrian vs. Keynesian economics,
Apr 14, 2019
Circle of Competence Issue #52
Top content from the past year of Circle of Competence, business model market fit, unprofitable IPOs, HIV cure, Charlie Munger annual meetin
Mar 9, 2019
Circle of Competence Issue #51
Annual report notes, Buffett's letter, China's liquidity problems, Japan's justice system, auto loan delinquency, Joel Greenblat
Mar 2, 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
