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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 #47

Masa Son's big bet, Venezuela's failed revolution, investor letters, Howard Marks & Bill Ford on current trends, how China's

Feb 2, 2019

Circle Of Competence Issue #21

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

Jul 22, 2018

Circle Of Competence Issue #8

Special Situations, Startup Land, Real Estate, Fund Letters, Fairfax Holdings, Renaissance Re, Exor

Apr 22, 2018

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