“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 #37

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

Nov 11, 2018

The life of Walt Disney, VC feeding frenzy, real estate private equity, consumer surplus mental model, Tesla's positive cash flow, podca

Nov 4, 2018

Thoughts on networking, Will Thorndike's 'The Outsiders', cannabis industry bubble, China's economy, technology stock invest

Oct 27, 2018

Psychology of buying a house, Adventur.es investor letter, private credit explained, quantum computing, China hack, Masa Son's fund, pod

Oct 6, 2018

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

Sep 29, 2018

Tariffs, trade wars, psychology of asset bubbles, the cannabis bubble, air taxis, sports betting, e-sports, satellites, podcasts, startups,

Sep 21, 2018

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

Sep 2, 2018

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

Aug 12, 2018

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

Second Quarter Fund Letters, Qualitative vs. Quantitative Metrics, Munger On Mistakes, Booking vs. Airbnb, Private Equity Dry Powder, Podcas

Jul 15, 2018

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