June 6, 2020

On freedom, Copart's Willis Johnson, Chamath Palipitiya profile, on tradition, A.P. Giannini and Bank of America, and more.

May 31, 2020

Truth in the age of mass opinion, Howard Marks' memo, credit default swap auctions, the rise of TikTok, Beijing moves in on Hong Kong, and more.

May 24, 2020

Industry primers, Howard Marks on the dollar, 1918 influenza pandemic, Ray Dalio on big cycles over the past 500 years, solar's cheap future, and more.

May 17, 2020

The cases for inflation vs. deflation, commodity markets and COVID-19, decline of higher education model, Peter Zeihan on geopolitics, mindfulness, and more.

May 9, 2020

Ray Dalio on the changing world order, Berkshire Hathaway's Annual Meeting, Private Equity's Minsky moment, Josh Kopelman on the seed investing, and more.

April 30, 2020

Personal update and intellectual humility.

April 19, 2020

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

April 11, 2020

Will Durant on Christ's historic impact, Fundsmith's annual meeting, lecture on ergodicity, UBS' real estate outlook in 2020, Howard Marks' latest memo.

April 5, 2020

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

March 29, 2020

Skin in the game, update on TPL, staggering unemployment claims, oil storage markets, what to look for in 10-Ks, debt-laden industries, AI current trends.

Please reload


Thanks for your interest in Circle of Competence. For more information, drop me a line and let's connect.

©2018 by Impressions. Proudly created with Wix.com