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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 #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 #24

Investor Discussion with Nathan Reid, Tesla going private, a new mental model for investing, podcasts on renewable energy & innovation,

Aug 12, 2018

Circle Of Competence Issue #23

Oil & Gas Activism, Plastic Pollution, The Rise Of E-Sports, Brookfield's Rise, How JD.com Transformed China, New Capital Raises, P

Aug 5, 2018

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