“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 #72

Howard Marks' latest memo on the economy, WeWork's CEO cashes out prior to IPO, the trust crisis, Duolingo's $700M language lear

Jul 27, 2019

US-Sino relations and the tech cold war, the e-sports bubble, the legal argument that spells trouble for Uber, Impossible Foods' profile

Jun 1, 2019

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

Phil Fisher's Checklist, Rising Bond Yields, Real Estate Trends, Ray Dalio's "Principles," Evercore Partners, and More.

May 28, 2018

Markel, Buffett's Edge, Global Yield Curves, CRISPR, Deep Learning, WeWork, LTSE, Exor, Fairfax.

Apr 29, 2018

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