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
Circle of Competence Issue #45
Book reviews, China's soul engineering, John Hempton speaks on US competitive landscape, Adventur.es Q&A and annual letter, Sears is
Jan 19, 2019
Circle of Competence Issue #43
Eddie Lampert's miscalculation, Dell-DVMT gets approval, Chris Cole on volatility, SpaceX raises funds, Thoma Bravo's rise, podcasts
Dec 23, 2018
Circle of Competence Issue #35
Thoughts on networking, Will Thorndike's 'The Outsiders', cannabis industry bubble, China's economy, technology stock invest
Oct 27, 2018
Circle of Competence Issue #30
Tariffs, trade wars, psychology of asset bubbles, the cannabis bubble, air taxis, sports betting, e-sports, satellites, podcasts, startups,
Sep 21, 2018
