“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 #71

Letter to Learners #1, Ray Dalio's prediction of a coming economic paradigm shift, history of SaaS company valuations, Scott Kupor on st

Jul 20, 2019

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

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

Masa Son's big bet, Venezuela's failed revolution, investor letters, Howard Marks & Bill Ford on current trends, how China's

Feb 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

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

Oct 21, 2018

Psychology of buying a house, Adventur.es investor letter, private credit explained, quantum computing, China hack, Masa Son's fund, pod

Oct 6, 2018

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