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 #66

Howard Marks on current economic cycle, Ben Thompson on tech antitrust cases, Naval Ravikant on building wealth, Mary Meeker's internet

Jun 15, 2019

Circle of Competence Issue #56

Internet and innovation in higher education, Howard Marks' latest memo, Absolute Return Partners on life expectancy, becoming a model th

Apr 5, 2019

Circle of Competence Issue #55

Illumina's gene sequencing dominance, yield curve inversion, Lyft from a value investor's perspective, the 4 sources of alpha, Amazo

Mar 29, 2019

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