“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 #58

Commercial real estate book reviews, Eugene Wei on social media business models, Disney's business model, Amazon shareholder letter, pod

Apr 20, 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

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

Jim Scofield's Investor Lessons, Learning From Jeff Bezos, Tesla's Shorts, Self Storage Investing, JD.Com & Netflix Deep Dives,

Jul 22, 2018

Highlighted Investor Mohnish Pabrai, Evaluating Private Business Purchases, Tesla's Narrative, Gaming Growth, Podcasts Galore, And Dell&

Jul 8, 2018

Lampert's Sears, Tesla's Mistakes, Bill Miller, CRISPR, Deep Tech, Robotics, Jeff Bezos' Annual Letter, Warren Buffett's Let

May 5, 2018

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