Circle of Competence Issue #42
Investor discussion w/ John Ackiss, Opportunity Zone investing, Trammell Crow memo, Alice Schroeder's BRK.A analysis (1999), Elon Musk o
Dec 16, 2018
Circle of Competence Issue #35
Thoughts on networking, Will Thorndike's 'The Outsiders', cannabis industry bubble, China's economy, technology stock invest
Oct 27, 2018
Circle of Competence Issue #28
Cryptocurrencies, Buffett's CNBC interview, Brent Beshore's unique private equity fund, more e-sports, startups, podcasts, and more.
Sep 9, 2018
Circle Of Competence Issue #10
Lampert's Sears, Tesla's Mistakes, Bill Miller, CRISPR, Deep Tech, Robotics, Jeff Bezos' Annual Letter, Warren Buffett's Let
May 5, 2018
Circle Of Competence Issue #9
Markel, Buffett's Edge, Global Yield Curves, CRISPR, Deep Learning, WeWork, LTSE, Exor, Fairfax.
Apr 29, 2018
