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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 #44

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

Dec 28, 2018

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

Circle of Competence Issue #37

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

Nov 11, 2018

Circle of Competence Issue #34

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

Oct 21, 2018

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