“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 #13

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

May 28, 2018

Tech Private Equity Titans, Legal Sports Betting, Self Driving Cars, Munger's Wesco Letters, Book Reviews, and More.

May 20, 2018

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

Apr 29, 2018

Special Situations, Startup Land, Real Estate, Fund Letters, Fairfax Holdings, Renaissance Re, Exor

Apr 22, 2018

Yield Inversion, LEAPS, Culture, Space, BTC, Fairfax Holdings, Berkshire Hathaway

Apr 18, 2018

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