top of page

CIRCLE OF COMPETENCE

“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 #72

Howard Marks' latest memo on the economy, WeWork's CEO cashes out prior to IPO, the trust crisis, Duolingo's $700M language lear

Jul 27, 2019

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

Circle of Competence Issue #62

(Anti)competitive behaviors, Jamie Metzl on gene sequencing and editing, Bill Gurley's Uber returns, the empty promise of data moats, an

May 18, 2019

SEND YOUR THOUGHTS

Thanks for your interest in Circle of Competence. For more information, drop me a line and let's connect.

bottom of page