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Circle Of Competence Issue #13

Phil Fisher's Checklist, Rising Bond Yields, Real Estate Trends, Ray Dalio's "Principles," Evercore Partners, and More.

Circle Of Competence Issue #12

Tech Private Equity Titans, Legal Sports Betting, Self Driving Cars, Munger's Wesco Letters, Book Reviews, and More.

Circle Of Competence Issue #11

Charlie Munger's Wesco Letters, Google 2017 Letter, Exor Letters, Daniel Rasmussen, Hedge Fund Fees, Artificial Intelligence, and More.

Circle Of Competence Issue #10

Lampert's Sears, Tesla's Mistakes, Bill Miller, CRISPR, Deep Tech, Robotics, Jeff Bezos' Annual Letter, Warren Buffett's Let

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