“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 #24

Investor Discussion with Nathan Reid, Tesla going private, a new mental model for investing, podcasts on renewable energy & innovation,

Aug 12, 2018

Morgan Housel on Optimism, Special Situations, Shareholder Activism Overview, Gene Munster's Letter to Musk, New Companies, Podcasts, Fu

Jul 28, 2018

Jim Scofield's Investor Lessons, Learning From Jeff Bezos, Tesla's Shorts, Self Storage Investing, JD.Com & Netflix Deep Dives,

Jul 22, 2018

Highlighted Investor Mohnish Pabrai, Evaluating Private Business Purchases, Tesla's Narrative, Gaming Growth, Podcasts Galore, And Dell&

Jul 8, 2018

Prem Watsa Deep Dive, Warren Buffett & Jamie Dimon on Short-Termism, Tech Monopolies, End of The Tech Superstar Era, Icahn's SandRid

Jun 10, 2018

Phil Fisher's Checklist, Rising Bond Yields, Real Estate Trends, Ray Dalio's "Principles," Evercore Partners, and More.

May 28, 2018

Lampert's Sears, Tesla's Mistakes, Bill Miller, CRISPR, Deep Tech, Robotics, Jeff Bezos' Annual Letter, Warren Buffett's Let

May 5, 2018

Special Situations, Startup Land, Real Estate, Fund Letters, Fairfax Holdings, Renaissance Re, Exor

Apr 22, 2018

General Finance, Self storage industry, Blogs, Technology, and 10-k's

Apr 1, 2018

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