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CIRCLE OF COMPETENCE

“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 #58

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

Apr 20, 2019

Circle of Competence Issue #52

Top content from the past year of Circle of Competence, business model market fit, unprofitable IPOs, HIV cure, Charlie Munger annual meetin

Mar 9, 2019

Circle of Competence Issue #44

John Malone media lecture, Dell goes public, Worldy Philosophers book review, market cycles update, China update, Seth Klarman letter, podca

Dec 28, 2018

Circle Of Competence Issue #10

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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