- Oct 28, 2018
Circle of Competence Issue #35
Thoughts on networking, Will Thorndike's 'The Outsiders', cannabis industry bubble, China's economy, technology stock invest
- Oct 21, 2018
Circle of Competence Issue #34
Icahn's Dell merger activism, Sears bankruptcy, lessons from Annie Duke, timber market crash, Bezos on leaving earth, podcasts, startups
- Oct 13, 2018
Circle of Competence Issue #33
Current market cycle thoughts, China's stimulus, Yale invests in crypto, oil surges, Bruce Flatt talk at Google, Stripe profile, startup
- Oct 9, 2018
Thoughts on The Market Cycle
Last week, I listened to several interviews with Howard Marks and read his latest memo, and it got me thinking about several of the...
- Oct 7, 2018
Circle of Competence Issue #32
Psychology of buying a house, Adventur.es investor letter, private credit explained, quantum computing, China hack, Masa Son's fund, pod