“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 #59

John Hempton on Mattel's blunder, Warren Buffett on trade policy, exporting China's surveillance state, Facebook's role in Brexi

Apr 27, 2019

Commercial real estate book reviews, Eugene Wei on social media business models, Disney's business model, Amazon shareholder letter, pod

Apr 20, 2019

Illumina's gene sequencing dominance, yield curve inversion, Lyft from a value investor's perspective, the 4 sources of alpha, Amazo

Mar 29, 2019

Focus and solitude, Schopenhauer on clickbait, David Perrell on internet and information transformations, Cal Newport on digital minimalism,

Mar 23, 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

Annual report notes, Buffett's letter, China's liquidity problems, Japan's justice system, auto loan delinquency, Joel Greenblat

Mar 2, 2019

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

Feb 24, 2019

Masa Son's big bet, Venezuela's failed revolution, investor letters, Howard Marks & Bill Ford on current trends, how China's

Feb 2, 2019

Circle of competence podcast, sports betting, inconsistent private equity returns, Jordan Peterson, real estate syndication, Lebron James, p

Dec 1, 2018

Thanksgiving history, Warren Buffett's advice for entrepreneurs, how investors must evolve, trailer park stocks, podcasts, Elon Musk tun

Nov 25, 2018

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