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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 #15

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

Circle Of Competence Issue #11

Charlie Munger's Wesco Letters, Google 2017 Letter, Exor Letters, Daniel Rasmussen, Hedge Fund Fees, Artificial Intelligence, and More.

May 13, 2018

Circle Of Competence Issue #9

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

Apr 29, 2018

Circle Of Competence Issue #8

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

Apr 22, 2018

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