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 #67
Antitrust regulations and consumer welfare, thoughts on crypto as a commodity, Chuck Akre's three legged stool philosophy, David Abrams
Jun 22, 2019
Circle of Competence Issue #65
Life in the Permian Basin, why platform companies fail, biggest lessons in history, Li Lu on US Sino relations, Joe Rogan interviews Naval R
Jun 8, 2019
