Stay curious my friends.

Circle of Competence Issue #108

Personal update and intellectual humility.

The Modesty of a Mind

"For he was not one of those talkative people--from whom I had endured so much--who undertook to teach me what I wanted to know, and then...

Circle of Competence Issue #107

Signal vs. Noise, Jeff Bezos' 2019 annual letter, Howard Marks' memo, med device industry breakdown, COVID-19 effects on higher educ

Circle of Competence Issue #106

Will Durant on Christ's historic impact, Fundsmith's annual meeting, lecture on ergodicity, UBS' real estate outlook in 2020, Ho

Circle of Competence Issue #105

SoftBanks makes moves, Lilium takes flight, Luckin Coffee and lies, Howard Marks memo, the great unwinding of startups, Ray Dalio on the wor

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