- Aug 29, 2020
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&
- Aug 22, 2020
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,
- Aug 15, 2020
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
- Aug 14, 2020
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...
- Aug 8, 2020
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