Circle of Competence Issue #72
Howard Marks' latest memo on the economy, WeWork's CEO cashes out prior to IPO, the trust crisis, Duolingo's $700M language lear
Jul 27, 2019
Circle of Competence Issue #70
Bill Gurley on the keys to a 10X revenue multiple, negative yielding junk bonds, the paradox of choices, big data and real estate, Amazon tu
Jul 12, 2019
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 #66
Howard Marks on current economic cycle, Ben Thompson on tech antitrust cases, Naval Ravikant on building wealth, Mary Meeker's internet
Jun 15, 2019
Circle of Competence Issue #65
Life in the Permian Basin, why platform companies fail, biggest lessons in history, Li Lu on US Sino relations, Joe Rogan interviews Naval R
Jun 8, 2019
Circle of Competence Issue #64
US-Sino relations and the tech cold war, the e-sports bubble, the legal argument that spells trouble for Uber, Impossible Foods' profile
Jun 1, 2019
Circle of Competence Issue #62
(Anti)competitive behaviors, Jamie Metzl on gene sequencing and editing, Bill Gurley's Uber returns, the empty promise of data moats, an
May 18, 2019
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
