- Sep 30, 2018
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
- Sep 22, 2018
Circle of Competence Issue #30
Tariffs, trade wars, psychology of asset bubbles, the cannabis bubble, air taxis, sports betting, e-sports, satellites, podcasts, startups,
- Sep 18, 2018
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...
- Sep 16, 2018
Circle of Competence Issue #29
Cryptocurrency & Blockchain deep dive, Ray Dalio & Warren Buffett on 2008 crisis, self driving car effects, startup fundings, podcas
- Sep 9, 2018
Circle of Competence Issue #28
Cryptocurrencies, Buffett's CNBC interview, Brent Beshore's unique private equity fund, more e-sports, startups, podcasts, and more.
- Sep 3, 2018
Circle of Competence Issue #27
Buffett's India investment, shareholder activism, Mohnish Pabrai interview, Argentina currency crisis, Tesla isn't going private, st