- Mar 29, 2019
Circle of Competence Issue #55
Illumina's gene sequencing dominance, yield curve inversion, Lyft from a value investor's perspective, the 4 sources of alpha, Amazo
- Mar 30, 2019
Illumina: DNA Sequencing Dominance
I try to read through one 10-K a day as a habit that keeps the boundaries of my circle of competence expanding constantly. Sometimes I...
- Mar 23, 2019
Circle of Competence Issue #54
Focus and solitude, Schopenhauer on clickbait, David Perrell on internet and information transformations, Cal Newport on digital minimalism,
- Mar 23, 2019
Focus and Solitude
One of the unfortunate realities of modern day life is that we live in a world with informational, sensory, and opinion overload. The...
- Mar 16, 2019
Circle of Competence Issue #53
Behavioral Self-Reflections, Ben Thompson on Big Tech antitrust, Howard Marks on luck and risk, autonomous vehicles, Fed Chair interview, an
- Mar 10, 2019
Circle of Competence Issue #52
Top content from the past year of Circle of Competence, business model market fit, unprofitable IPOs, HIV cure, Charlie Munger annual meetin
- Mar 2, 2019
Circle of Competence Issue #51
Annual report notes, Buffett's letter, China's liquidity problems, Japan's justice system, auto loan delinquency, Joel Greenblat