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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 #68

Investing vs. speculation, Marvel's franchise machine, importance of pattern recognition in VC, AI powered landlords, Facebook's Lib

Jun 29, 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 #38

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

Nov 16, 2018

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