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 #50
Masa's investors balk, search fund economics, under the radar investor, Berkshire Hathaway 2018 letter, Tesla competitor, gaming goes ma
Feb 24, 2019
