“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 #61

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

May 11, 2019

Top content from the past year of Circle of Competence, business model market fit, unprofitable IPOs, HIV cure, Charlie Munger annual meetin

Mar 9, 2019

Annual report notes, Buffett's letter, China's liquidity problems, Japan's justice system, auto loan delinquency, Joel Greenblat

Mar 2, 2019

Trends in China, Masa Son's vision, Seth Klarman's dire warning, 5G technology, Josh Wolfe discusses inventing the future, podcasts,

Jan 26, 2019

Book reviews, China's soul engineering, John Hempton speaks on US competitive landscape, Adventur.es Q&A and annual letter, Sears is

Jan 19, 2019

Opportunity zones, Seth Klarman on short termism, Brookfield letter, Retail private equity deep dive, yield curve inversion, climate change,

Dec 9, 2018

Circle of competence podcast, sports betting, inconsistent private equity returns, Jordan Peterson, real estate syndication, Lebron James, p

Dec 1, 2018

(Motley) Foolish wisdom, Grantham on climate change, Tom Gayner on investing, Icahn's $DVMT litigation, Ray Dalio on debt crises, podcas

Nov 11, 2018

Noah Yuval Harari's "Homo Deus", Howard Mark's newest memo, Adventur.es' Amazon essay, Spacex's first private pass

Sep 29, 2018

Buffett's India investment, shareholder activism, Mohnish Pabrai interview, Argentina currency crisis, Tesla isn't going private, st

Sep 2, 2018

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