- Jul 28, 2019
Circle of Competence Issue #72
Howard Marks' latest memo on the economy, WeWork's CEO cashes out prior to IPO, the trust crisis, Duolingo's $700M language lear
- Jul 25, 2019
Letter to Learners, July 2019
Incentives, Focus, and Developing Your Circle of Competence I started circleofcompetence.co nearly a year and a half ago, and since then,...
- Jul 20, 2019
Circle of Competence Issue #71
Letter to Learners #1, Ray Dalio's prediction of a coming economic paradigm shift, history of SaaS company valuations, Scott Kupor on st
- Jul 13, 2019
Circle of Competence Issue #70
Bill Gurley on the keys to a 10X revenue multiple, negative yielding junk bonds, the paradox of choices, big data and real estate, Amazon tu
- Jul 7, 2019
Circle of Competence Issue #69
Misconceptions about renewable energy, defining and investing in network effects, improving corporate governance with long term incentives,