Stay curious my friends.

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...

Circle of Competence Issue #26

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

Circle Of Competence Issue #25

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

Circle Of Competence Issue #24

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

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

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