Circle Of Competence Issue #22
Morgan Housel on Optimism, Special Situations, Shareholder Activism Overview, Gene Munster's Letter to Musk, New Companies, Podcasts, Fu
Jul 28, 2018
Circle Of Competence Issue #15
Prem Watsa Deep Dive, Warren Buffett & Jamie Dimon on Short-Termism, Tech Monopolies, End of The Tech Superstar Era, Icahn's SandRid
Jun 10, 2018
Circle Of Competence Issue #12
Tech Private Equity Titans, Legal Sports Betting, Self Driving Cars, Munger's Wesco Letters, Book Reviews, and More.
May 20, 2018
Circle Of Competence Issue #11
Charlie Munger's Wesco Letters, Google 2017 Letter, Exor Letters, Daniel Rasmussen, Hedge Fund Fees, Artificial Intelligence, and More.
May 13, 2018
Circle Of Competence Issue #10
Lampert's Sears, Tesla's Mistakes, Bill Miller, CRISPR, Deep Tech, Robotics, Jeff Bezos' Annual Letter, Warren Buffett's Let
May 5, 2018
