Circle of Competence Issue #64
US-Sino relations and the tech cold war, the e-sports bubble, the legal argument that spells trouble for Uber, Impossible Foods' profile
Jun 1, 2019
Circle of Competence Issue #61
Charlie Munger unplugged, real estate iBuying model, breaking up Facebook, visualizing tech unicorns in 2019, Berkshire Hathaway's annua
May 12, 2019
Circle of Competence Issue #50
Masa's investors balk, search fund economics, under the radar investor, Berkshire Hathaway 2018 letter, Tesla competitor, gaming goes ma
Feb 24, 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 #34
Icahn's Dell merger activism, Sears bankruptcy, lessons from Annie Duke, timber market crash, Bezos on leaving earth, podcasts, startups
Oct 21, 2018
