“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 #69

Misconceptions about renewable energy, defining and investing in network effects, improving corporate governance with long term incentives,

Jul 6, 2019

Antitrust regulations and consumer welfare, thoughts on crypto as a commodity, Chuck Akre's three legged stool philosophy, David Abrams

Jun 22, 2019

John Hempton on Mattel's blunder, Warren Buffett on trade policy, exporting China's surveillance state, Facebook's role in Brexi

Apr 27, 2019

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

Mar 29, 2019

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

Masa's investors balk, search fund economics, under the radar investor, Berkshire Hathaway 2018 letter, Tesla competitor, gaming goes ma

Feb 24, 2019

Bruce Flatt on investing late cycle, entropy and investing, China's real estate woes, eSports, JPM Coin, building a multifamily empire,

Feb 16, 2019

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

Feb 2, 2019

Book reviews, China's soul engineering, John Hempton speaks on US competitive landscape, Adventur.es Q&A and annual letter, Sears is

Jan 19, 2019

Opportunity zones, Seth Klarman on short termism, Brookfield letter, Retail private equity deep dive, yield curve inversion, climate change,

Dec 9, 2018

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