- Nov 25, 2018
Circle of Competence Issue #39
Thanksgiving history, Warren Buffett's advice for entrepreneurs, how investors must evolve, trailer park stocks, podcasts, Elon Musk tun
- Nov 16, 2018
Circle of Competence Issue #38
Thoughts on current market cycle, Stan Druckenmiller interview, Icahn's proxy fight ends, fund letters, climate change & industry, o
- Nov 11, 2018
Circle of Competence Issue #37
(Motley) Foolish wisdom, Grantham on climate change, Tom Gayner on investing, Icahn's $DVMT litigation, Ray Dalio on debt crises, podcas
- Nov 5, 2018
The Life and Career of Walt Disney
This past weekend I visited Disney World in Orlando, FL with my in-laws. As a curious investor looking from the outside in at this...
- Nov 4, 2018
Circle of Competence Issue #36
The life of Walt Disney, VC feeding frenzy, real estate private equity, consumer surplus mental model, Tesla's positive cash flow, podca