“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 #38

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

Cryptocurrency & Blockchain deep dive, Ray Dalio & Warren Buffett on 2008 crisis, self driving car effects, startup fundings, podcas

Sep 16, 2018

Cryptocurrencies, Buffett's CNBC interview, Brent Beshore's unique private equity fund, more e-sports, startups, podcasts, and more.

Sep 9, 2018

Buffett's India investment, shareholder activism, Mohnish Pabrai interview, Argentina currency crisis, Tesla isn't going private, st

Sep 2, 2018

Deep dive into activist investing, historical perspective on interest rates, Brent Beshore interview, Tesla's state of affairs, startups

Aug 31, 2018

Morgan Housel on Optimism, Special Situations, Shareholder Activism Overview, Gene Munster's Letter to Musk, New Companies, Podcasts, Fu

Jul 28, 2018

Jim Scofield's Investor Lessons, Learning From Jeff Bezos, Tesla's Shorts, Self Storage Investing, JD.Com & Netflix Deep Dives,

Jul 22, 2018

Second Quarter Fund Letters, Qualitative vs. Quantitative Metrics, Munger On Mistakes, Booking vs. Airbnb, Private Equity Dry Powder, Podcas

Jul 15, 2018

Highlighted Investor Mohnish Pabrai, Evaluating Private Business Purchases, Tesla's Narrative, Gaming Growth, Podcasts Galore, And Dell&

Jul 8, 2018

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