Circle of Competence Issue #51
Annual report notes, Buffett's letter, China's liquidity problems, Japan's justice system, auto loan delinquency, Joel Greenblat
Mar 2, 2019
Circle of Competence Issue #49
Bruce Flatt on investing late cycle, entropy and investing, China's real estate woes, eSports, JPM Coin, building a multifamily empire,
Feb 16, 2019
