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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 #68

Investing vs. speculation, Marvel's franchise machine, importance of pattern recognition in VC, AI powered landlords, Facebook's Lib

Jun 29, 2019

Circle of Competence Issue #56

Internet and innovation in higher education, Howard Marks' latest memo, Absolute Return Partners on life expectancy, becoming a model th

Apr 5, 2019

Circle of Competence Issue #55

Illumina's gene sequencing dominance, yield curve inversion, Lyft from a value investor's perspective, the 4 sources of alpha, Amazo

Mar 29, 2019

Circle of Competence Issue #53

Behavioral Self-Reflections, Ben Thompson on Big Tech antitrust, Howard Marks on luck and risk, autonomous vehicles, Fed Chair interview, an

Mar 16, 2019

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