“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

Behavioral Self-Reflections, Ben Thompson on Big Tech antitrust, Howard Marks on luck and risk, autonomous vehicles, Fed Chair interview, an

Mar 16, 2019

Annual report notes, Buffett's letter, China's liquidity problems, Japan's justice system, auto loan delinquency, Joel Greenblat

Mar 2, 2019

Eddie Lampert's miscalculation, Dell-DVMT gets approval, Chris Cole on volatility, SpaceX raises funds, Thoma Bravo's rise, podcasts

Dec 23, 2018

Investor discussion w/ John Ackiss, Opportunity Zone investing, Trammell Crow memo, Alice Schroeder's BRK.A analysis (1999), Elon Musk o

Dec 16, 2018

Opportunity zones, Seth Klarman on short termism, Brookfield letter, Retail private equity deep dive, yield curve inversion, climate change,

Dec 9, 2018

Icahn's Dell merger activism, Sears bankruptcy, lessons from Annie Duke, timber market crash, Bezos on leaving earth, podcasts, startups

Oct 21, 2018

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

Sep 9, 2018

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