“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 #42

Investor discussion w/ John Ackiss, Opportunity Zone investing, Trammell Crow memo, Alice Schroeder's BRK.A analysis (1999), Elon Musk o

Dec 16, 2018

Thanksgiving history, Warren Buffett's advice for entrepreneurs, how investors must evolve, trailer park stocks, podcasts, Elon Musk tun

Nov 25, 2018

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

Nov 16, 2018

The life of Walt Disney, VC feeding frenzy, real estate private equity, consumer surplus mental model, Tesla's positive cash flow, podca

Nov 4, 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

Noah Yuval Harari's "Homo Deus", Howard Mark's newest memo, Adventur.es' Amazon essay, Spacex's first private pass

Sep 29, 2018

Cryptocurrency & Blockchain deep dive, Ray Dalio & Warren Buffett on 2008 crisis, self driving car effects, startup fundings, podcas

Sep 16, 2018

Buffett's India investment, shareholder activism, Mohnish Pabrai interview, Argentina currency crisis, Tesla isn't going private, st

Sep 2, 2018

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

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