Circle of Competence Issue #71
Letter to Learners #1, Ray Dalio's prediction of a coming economic paradigm shift, history of SaaS company valuations, Scott Kupor on st
Jul 20, 2019
Circle of Competence Issue #70
Bill Gurley on the keys to a 10X revenue multiple, negative yielding junk bonds, the paradox of choices, big data and real estate, Amazon tu
Jul 12, 2019
