“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 #53

Behavioral Self-Reflections, Ben Thompson on Big Tech antitrust, Howard Marks on luck and risk, autonomous vehicles, Fed Chair interview, an

Mar 16, 2019

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

Dec 28, 2018

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

Nov 16, 2018

Current market cycle thoughts, China's stimulus, Yale invests in crypto, oil surges, Bruce Flatt talk at Google, Stripe profile, startup

Oct 13, 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

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

Apr 8, 2018

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