Stay curious my friends.

Circle of Competence Issue #31

Noah Yuval Harari's "Homo Deus", Howard Mark's newest memo, Adventur.es' Amazon essay, Spacex's first private pass

Circle of Competence Issue #30

Tariffs, trade wars, psychology of asset bubbles, the cannabis bubble, air taxis, sports betting, e-sports, satellites, podcasts, startups,

The Cryptocurrency Debate

Last week I read an excellent investor letter written by Mark Yusko of Chapel Hill NC firm Morgan Creek Capital on how the current...

Circle of Competence Issue #29

Cryptocurrency & Blockchain deep dive, Ray Dalio & Warren Buffett on 2008 crisis, self driving car effects, startup fundings, podcas

Circle of Competence Issue #28

Cryptocurrencies, Buffett's CNBC interview, Brent Beshore's unique private equity fund, more e-sports, startups, podcasts, and more.

Circle of Competence Issue #27

Buffett's India investment, shareholder activism, Mohnish Pabrai interview, Argentina currency crisis, Tesla isn't going private, st

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