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 12, 2019
Circle of Competence Issue #60
Cash burning tech IPOs, Ray Dalio on modern monetary theory, China's belt and road initiative, 5G potential, student debt, Peloton's
May 5, 2019
Circle of Competence Issue #59
John Hempton on Mattel's blunder, Warren Buffett on trade policy, exporting China's surveillance state, Facebook's role in Brexi
Apr 27, 2019
Circle of Competence Issue #58
Commercial real estate book reviews, Eugene Wei on social media business models, Disney's business model, Amazon shareholder letter, pod
Apr 20, 2019
Circle of Competence Issue #57
Lack of viable alternatives in higher education, synthetic biology primer, Ray Dalio on fixing capitalism, Austrian vs. Keynesian economics,
Apr 14, 2019
Circle of Competence Issue #55
Illumina's gene sequencing dominance, yield curve inversion, Lyft from a value investor's perspective, the 4 sources of alpha, Amazo
Mar 29, 2019
Circle of Competence Issue #54
Focus and solitude, Schopenhauer on clickbait, David Perrell on internet and information transformations, Cal Newport on digital minimalism,
Mar 23, 2019
Circle of Competence Issue #53
Behavioral Self-Reflections, Ben Thompson on Big Tech antitrust, Howard Marks on luck and risk, autonomous vehicles, Fed Chair interview, an
Mar 16, 2019
Circle of Competence Issue #52
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
Circle of Competence Issue #44
John Malone media lecture, Dell goes public, Worldy Philosophers book review, market cycles update, China update, Seth Klarman letter, podca
Dec 28, 2018
