Circle of Competence Issue #61
Charlie Munger unplugged, real estate iBuying model, breaking up Facebook, visualizing tech unicorns in 2019, Berkshire Hathaway's annua
May 11, 2019
Circle of Competence Issue #27
Buffett's India investment, shareholder activism, Mohnish Pabrai interview, Argentina currency crisis, Tesla isn't going private, st
Sep 2, 2018
Circle Of Competence Issue #19
Highlighted Investor Mohnish Pabrai, Evaluating Private Business Purchases, Tesla's Narrative, Gaming Growth, Podcasts Galore, And Dell&
Jul 8, 2018
Circle Of Competence Issue #18
Mohnish Pabrai, Visionary vs. Optimizer CEOs, Yield Curve, Tax Cuts, Carl Icahn's SandRidge Activism, and more.
Jun 30, 2018
Circle Of Competence Issue #6
History of the Fed, 3-D Printed Houses, CBCC's, Spinoffs, and Fairfax Letters to Shareholders
Apr 8, 2018
