“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 #60

Cash burning tech IPOs, Ray Dalio on modern monetary theory, China's belt and road initiative, 5G potential, student debt, Peloton's

May 5, 2019

Top content from the past year of Circle of Competence, business model market fit, unprofitable IPOs, HIV cure, Charlie Munger annual meetin

Mar 9, 2019

Investor discussion w/ John Ackiss, Opportunity Zone investing, Trammell Crow memo, Alice Schroeder's BRK.A analysis (1999), Elon Musk o

Dec 16, 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

Icahn's Dell merger activism, Sears bankruptcy, lessons from Annie Duke, timber market crash, Bezos on leaving earth, podcasts, startups

Oct 21, 2018

Cryptocurrencies, Buffett's CNBC interview, Brent Beshore's unique private equity fund, more e-sports, startups, podcasts, and more.

Sep 9, 2018

Thanks for your interest in Circle of Competence. For more information, drop me a line and let's connect.