January 26, 2020
Ridicule before Reverence, CEO's speak at Davos, KKR's Henry McVey on 2020, Jeff Gundlach on macro and the markets, Sundar Pichai interview.
January 19, 2020
Life's critical path, Y Combinator on startup investing, Howard Marks' latest memo, Mike Marcus on speculation, Monopolies, and more.
January 12, 2020
Real estate in the Raleigh-Durham area, SoftBank is imploding, 40% of public companies lose money, US shale production, geopolitical articles, and flying cars.
January 5, 2020
The 'Big Market' delusion, private equity has $1.5T in dry powder, China's debt defaults pick up, Ulta's stock surge, David Rubenstein on private equity.
December 29, 2019
2019 lessons learned + 2020 predictions, Jeff Gundlach on the US economy, spotting tech bubbles, growth investing, Amazon's free cash flow, and more.
December 22, 2019
George Soros on financial markets and reflexivity, Stanley Druckenmiller on monetary policy and politics, adventur.es' 2019 letter, online dating, and more.
December 15, 2019
Boomers + millennials moving to cities, Thoma Bravo profile, history of interest rates, recession indicators, open letter to Jack Dorsey, and more.
December 8, 2019
The future of American malls, oil drilling, investing in African public markets, investing in China, venture capital Q3 2019, solar development guide, and more.
December 1, 2019
WeWork Lollapalooza, Business Vault, John Malone on the cable industry, Kyle Bass on China, 6 reasons higher education needs to be disrupted, and more.
November 24, 2019
The habit of success, The Business Vault, real estate debt investing, the storage industry billions, self driving cars and our future, and more.
Thanks for your interest in Circle of Competence. For more information, drop me a line and let's connect.