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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 #41

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 Issue #9

Markel, Buffett's Edge, Global Yield Curves, CRISPR, Deep Learning, WeWork, LTSE, Exor, Fairfax.

Apr 29, 2018

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