Stay curious my friends.

Circle of Competence Issue #118

Interview with Monick Halm (Real Estate Private Equity), the Latticework, Sam Zell launches a SPAC, the future of the dollar, San Francisco&

Circle of Competence Issue #117

Interview with David Gardner of The Motley Fool, search fund research, the story of Graeme Hart, is NYC dead?, Paul Graham on wealth taxes,

Circle of Competence Issue #116

Interview with Blair Silverberg of Captec.io, long-term thinking, Sam Altman on Success, Gerald Hines interview, COVID-19 crisis investing s

Market Thoughts - Q2 2020

Earlier this year, I began the practice of sharing thoughts with my family every quarter or two on how I'm thinking about things on a...

Circle of Competence Issue #115

Thoughts on the current economic cycle, Ray Dalio's macro economic global changes series, Baupost 2Q Letter, Howard Marks memo, Naval on

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