- Aug 31, 2018
On Activist Investing
This week, after reading a Harvard Business Review piece on why activist hedge funds aren't good for companies, and a New Yorker...
- Aug 31, 2018
Circle of Competence Issue #26
Deep dive into activist investing, historical perspective on interest rates, Brent Beshore interview, Tesla's state of affairs, startups
- Aug 31, 2018
Circle Of Competence Issue #25
Carl Icahn activism update, solving India's trash problem, Munger's lollapalooza effect, Elliott Management activism, Waymo's au
- Aug 12, 2018
Circle Of Competence Issue #24
Investor Discussion with Nathan Reid, Tesla going private, a new mental model for investing, podcasts on renewable energy & innovation,
- Aug 5, 2018
Circle Of Competence Issue #23
Oil & Gas Activism, Plastic Pollution, The Rise Of E-Sports, Brookfield's Rise, How JD.com Transformed China, New Capital Raises, P