- Dec 28, 2018
Circle of Competence Issue #44
John Malone media lecture, Dell goes public, Worldy Philosophers book review, market cycles update, China update, Seth Klarman letter, podca
- Dec 23, 2018
Circle of Competence Issue #43
Eddie Lampert's miscalculation, Dell-DVMT gets approval, Chris Cole on volatility, SpaceX raises funds, Thoma Bravo's rise, podcasts
- Dec 23, 2018
Eddie Lampert, Sears, and Chess
Back in Issue #34 I discussed the slow, painful demise of Sears and Eddie Lampert's fight to save (or suck the life out of?) Sears. I...
- Dec 16, 2018
Circle of Competence Issue #42
Investor discussion w/ John Ackiss, Opportunity Zone investing, Trammell Crow memo, Alice Schroeder's BRK.A analysis (1999), Elon Musk o
- Dec 9, 2018
Circle of Competence Issue #41
Opportunity zones, Seth Klarman on short termism, Brookfield letter, Retail private equity deep dive, yield curve inversion, climate change,
- Dec 2, 2018
Circle of Competence Issue #40
Circle of competence podcast, sports betting, inconsistent private equity returns, Jordan Peterson, real estate syndication, Lebron James, p