“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 #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

Commercial real estate book reviews, Eugene Wei on social media business models, Disney's business model, Amazon shareholder letter, pod

Apr 20, 2019

Icahn's Dell merger activism, Sears bankruptcy, lessons from Annie Duke, timber market crash, Bezos on leaving earth, podcasts, startups

Oct 21, 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

Jim Scofield's Investor Lessons, Learning From Jeff Bezos, Tesla's Shorts, Self Storage Investing, JD.Com & Netflix Deep Dives,

Jul 22, 2018

Charlie Munger Deep Dive, Ballooning Student Debt, Goverment Backed Mortgages Repeat, "Quantitative Value" Book Review, Buffett-Ub

Jun 3, 2018

Lampert's Sears, Tesla's Mistakes, Bill Miller, CRISPR, Deep Tech, Robotics, Jeff Bezos' Annual Letter, Warren Buffett's Let

May 5, 2018

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