- Feb 24, 2019
Circle of Competence Issue #50
Masa's investors balk, search fund economics, under the radar investor, Berkshire Hathaway 2018 letter, Tesla competitor, gaming goes ma
- Feb 16, 2019
Circle of Competence Issue #49
Bruce Flatt on investing late cycle, entropy and investing, China's real estate woes, eSports, JPM Coin, building a multifamily empire,
- Feb 10, 2019
Free Trade and Free Markets
January 30th, Howard Marks released his latest memo titled "Political Reality Meets Economic Reality." In this magnificent piece of...
- Feb 9, 2019
Circle of Competence Issue #48
Thoughts on free trade and capitalism, Howard Marks' memo, robot reporters, Buffett on share repurchases, fusion energy, Clayton Homes C
- Feb 2, 2019
Circle of Competence Issue #47
Masa Son's big bet, Venezuela's failed revolution, investor letters, Howard Marks & Bill Ford on current trends, how China's
- Feb 2, 2019
Masayoshi Son's Big Bet
After sharing Fast Company's profile on Masa Son's Vision Fund in last week's edition, I started to think a little bit more about the...