- Apr 30, 2020
Circle of Competence Issue #108
Personal update and intellectual humility.
- Apr 24, 2020
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 said nothing... For this I liked him all the more. For the modesty of an ingenious mind is a finer thing than the acquisition of that knowledge I desired;" - St. Augustine, Confessions Warren Buffett has a knack for his ability to admit 'I don't know' - his intellectual humility is, to me, one of his best qualities. As one of the most succe
- Apr 19, 2020
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
- Apr 11, 2020
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
- Apr 5, 2020
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