“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 #31

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

Cryptocurrency & Blockchain deep dive, Ray Dalio & Warren Buffett on 2008 crisis, self driving car effects, startup fundings, podcas

Sep 16, 2018

Cryptocurrencies, Buffett's CNBC interview, Brent Beshore's unique private equity fund, more e-sports, startups, podcasts, and more.

Sep 9, 2018

Deep dive into activist investing, historical perspective on interest rates, Brent Beshore interview, Tesla's state of affairs, startups

Aug 31, 2018

Carl Icahn activism update, solving India's trash problem, Munger's lollapalooza effect, Elliott Management activism, Waymo's au

Aug 31, 2018

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

Aug 12, 2018

Morgan Housel on Optimism, Special Situations, Shareholder Activism Overview, Gene Munster's Letter to Musk, New Companies, Podcasts, Fu

Jul 28, 2018

Highlighted Investor Mohnish Pabrai, Evaluating Private Business Purchases, Tesla's Narrative, Gaming Growth, Podcasts Galore, And Dell&

Jul 8, 2018

Michael Burry Deep Dive, Microsoft's GitHub Purchase, Mary Meeker's Internet Trends, The Real Frank Abignale, Carl Icahn vs. SandRid

Jun 15, 2018

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