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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 #38

Thoughts on current market cycle, Stan Druckenmiller interview, Icahn's proxy fight ends, fund letters, climate change & industry, o

Nov 16, 2018

Circle of Competence Issue #36

The life of Walt Disney, VC feeding frenzy, real estate private equity, consumer surplus mental model, Tesla's positive cash flow, podca

Nov 4, 2018

Circle Of Competence Issue #23

Oil & Gas Activism, Plastic Pollution, The Rise Of E-Sports, Brookfield's Rise, How JD.com Transformed China, New Capital Raises, P

Aug 5, 2018

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