Stay curious my friends.

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

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

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...

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

Circle of Competence Issue #41

Opportunity zones, Seth Klarman on short termism, Brookfield letter, Retail private equity deep dive, yield curve inversion, climate change,

Circle of Competence Issue #40

Circle of competence podcast, sports betting, inconsistent private equity returns, Jordan Peterson, real estate syndication, Lebron James, p

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