top of page

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 #59

John Hempton on Mattel's blunder, Warren Buffett on trade policy, exporting China's surveillance state, Facebook's role in Brexi

Apr 27, 2019

Circle of Competence Issue #48

Thoughts on free trade and capitalism, Howard Marks' memo, robot reporters, Buffett on share repurchases, fusion energy, Clayton Homes C

Feb 9, 2019

Circle of Competence Issue #30

Tariffs, trade wars, psychology of asset bubbles, the cannabis bubble, air taxis, sports betting, e-sports, satellites, podcasts, startups,

Sep 21, 2018

SEND YOUR THOUGHTS

Thanks for your interest in Circle of Competence. For more information, drop me a line and let's connect.

bottom of page