“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 #69

Misconceptions about renewable energy, defining and investing in network effects, improving corporate governance with long term incentives,

Jul 6, 2019

Charlie Munger unplugged, real estate iBuying model, breaking up Facebook, visualizing tech unicorns in 2019, Berkshire Hathaway's annua

May 12, 2019

Thoughts on free trade and capitalism, Howard Marks' memo, robot reporters, Buffett on share repurchases, fusion energy, Clayton Homes C

Feb 9, 2019

John Malone media lecture, Dell goes public, Worldy Philosophers book review, market cycles update, China update, Seth Klarman letter, podca

Dec 28, 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

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