“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 #47

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

Feb 2, 2019

Deep dive into activist investing, historical perspective on interest rates, Brent Beshore interview, Tesla's state of affairs, startups

Aug 31, 2018

Carl Icahn activism update, solving India's trash problem, Munger's lollapalooza effect, Elliott Management activism, Waymo's au

Aug 31, 2018

Markel, Buffett's Edge, Global Yield Curves, CRISPR, Deep Learning, WeWork, LTSE, Exor, Fairfax.

Apr 29, 2018

History of the Fed, 3-D Printed Houses, CBCC's, Spinoffs, and Fairfax Letters to Shareholders

Apr 8, 2018

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