“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 #50

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

Feb 24, 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

Thoughts on current market cycle, Stan Druckenmiller interview, Icahn's proxy fight ends, fund letters, climate change & industry, o

Nov 16, 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

Cryptocurrency & Blockchain deep dive, Ray Dalio & Warren Buffett on 2008 crisis, self driving car effects, startup fundings, podcas

Sep 16, 2018

Buffett's India investment, shareholder activism, Mohnish Pabrai interview, Argentina currency crisis, Tesla isn't going private, st

Sep 2, 2018

Deep dive into activist investing, historical perspective on interest rates, Brent Beshore interview, Tesla's state of affairs, startups

Aug 31, 2018

Carl Icahn activism update, solving India's trash problem, Munger's lollapalooza effect, Elliott Management activism, Waymo's au

Aug 31, 2018

Investor Discussion with Nathan Reid, Tesla going private, a new mental model for investing, podcasts on renewable energy & innovation,

Aug 12, 2018

Morgan Housel on Optimism, Special Situations, Shareholder Activism Overview, Gene Munster's Letter to Musk, New Companies, Podcasts, Fu

Jul 28, 2018

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