Circle of Competence Issue #72
Howard Marks' latest memo on the economy, WeWork's CEO cashes out prior to IPO, the trust crisis, Duolingo's $700M language lear
Jul 27, 2019
Circle of Competence Issue #70
Bill Gurley on the keys to a 10X revenue multiple, negative yielding junk bonds, the paradox of choices, big data and real estate, Amazon tu
Jul 12, 2019
Circle of Competence Issue #69
Misconceptions about renewable energy, defining and investing in network effects, improving corporate governance with long term incentives,
Jul 6, 2019
Circle of Competence Issue #68
Investing vs. speculation, Marvel's franchise machine, importance of pattern recognition in VC, AI powered landlords, Facebook's Lib
Jun 29, 2019
Circle of Competence Issue #62
(Anti)competitive behaviors, Jamie Metzl on gene sequencing and editing, Bill Gurley's Uber returns, the empty promise of data moats, an
May 18, 2019
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 #52
Top content from the past year of Circle of Competence, business model market fit, unprofitable IPOs, HIV cure, Charlie Munger annual meetin
Mar 9, 2019
Circle of Competence Issue #49
Bruce Flatt on investing late cycle, entropy and investing, China's real estate woes, eSports, JPM Coin, building a multifamily empire,
Feb 16, 2019
Circle of Competence Issue #44
John Malone media lecture, Dell goes public, Worldy Philosophers book review, market cycles update, China update, Seth Klarman letter, podca
Dec 28, 2018
Circle of Competence Issue #41
Opportunity zones, Seth Klarman on short termism, Brookfield letter, Retail private equity deep dive, yield curve inversion, climate change,
Dec 9, 2018
