“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 #40

Circle of competence podcast, sports betting, inconsistent private equity returns, Jordan Peterson, real estate syndication, Lebron James, p

Dec 1, 2018

These are my own scratch notes on what I found interesting and noteworthy as I read through Prem Watsa's Shareholder Letters.

Jun 28, 2018

Prem Watsa Deep Dive, Warren Buffett & Jamie Dimon on Short-Termism, Tech Monopolies, End of The Tech Superstar Era, Icahn's SandRid

Jun 10, 2018

Tech Private Equity Titans, Legal Sports Betting, Self Driving Cars, Munger's Wesco Letters, Book Reviews, and More.

May 20, 2018

Lampert's Sears, Tesla's Mistakes, Bill Miller, CRISPR, Deep Tech, Robotics, Jeff Bezos' Annual Letter, Warren Buffett's Let

May 5, 2018

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

Apr 22, 2018

History of the Fed, 3-D Printed Houses, CBCC's, Spinoffs, and Fairfax Letters to Shareholders

Apr 8, 2018

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