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 #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 #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 #57
Lack of viable alternatives in higher education, synthetic biology primer, Ray Dalio on fixing capitalism, Austrian vs. Keynesian economics,
Apr 14, 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
Circle of Competence Issue #54
Focus and solitude, Schopenhauer on clickbait, David Perrell on internet and information transformations, Cal Newport on digital minimalism,
Mar 23, 2019
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
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 #51
Annual report notes, Buffett's letter, China's liquidity problems, Japan's justice system, auto loan delinquency, Joel Greenblat
Mar 2, 2019
Circle of Competence Issue #36
The life of Walt Disney, VC feeding frenzy, real estate private equity, consumer surplus mental model, Tesla's positive cash flow, podca
Nov 4, 2018
