“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 #43

Eddie Lampert's miscalculation, Dell-DVMT gets approval, Chris Cole on volatility, SpaceX raises funds, Thoma Bravo's rise, podcasts

Dec 23, 2018

Opportunity zones, Seth Klarman on short termism, Brookfield letter, Retail private equity deep dive, yield curve inversion, climate change,

Dec 9, 2018

The life of Walt Disney, VC feeding frenzy, real estate private equity, consumer surplus mental model, Tesla's positive cash flow, podca

Nov 4, 2018

Psychology of buying a house, Adventur.es investor letter, private credit explained, quantum computing, China hack, Masa Son's fund, pod

Oct 6, 2018

Tariffs, trade wars, psychology of asset bubbles, the cannabis bubble, air taxis, sports betting, e-sports, satellites, podcasts, startups,

Sep 21, 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

Charlie Munger Deep Dive, Ballooning Student Debt, Goverment Backed Mortgages Repeat, "Quantitative Value" Book Review, Buffett-Ub

Jun 3, 2018

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