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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 #60

Cash burning tech IPOs, Ray Dalio on modern monetary theory, China's belt and road initiative, 5G potential, student debt, Peloton's

May 5, 2019

Circle of Competence Issue #51

Annual report notes, Buffett's letter, China's liquidity problems, Japan's justice system, auto loan delinquency, Joel Greenblat

Mar 2, 2019

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