“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 #48

Thoughts on free trade and capitalism, Howard Marks' memo, robot reporters, Buffett on share repurchases, fusion energy, Clayton Homes C

Feb 9, 2019

Masa Son's big bet, Venezuela's failed revolution, investor letters, Howard Marks & Bill Ford on current trends, how China's

Feb 2, 2019

Trends in China, Masa Son's vision, Seth Klarman's dire warning, 5G technology, Josh Wolfe discusses inventing the future, podcasts,

Jan 26, 2019

Book reviews, China's soul engineering, John Hempton speaks on US competitive landscape, Adventur.es Q&A and annual letter, Sears is

Jan 19, 2019

John Malone media lecture, Dell goes public, Worldy Philosophers book review, market cycles update, China update, Seth Klarman letter, podca

Dec 28, 2018

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

Nov 16, 2018

Thoughts on networking, Will Thorndike's 'The Outsiders', cannabis industry bubble, China's economy, technology stock invest

Oct 27, 2018

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

Oct 13, 2018

Psychology of buying a house, Adventur.es investor letter, private credit explained, quantum computing, China hack, Masa Son's fund, pod

Oct 6, 2018

Tariffs, trade wars, psychology of asset bubbles, the cannabis bubble, air taxis, sports betting, e-sports, satellites, podcasts, startups,

Sep 21, 2018

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