“If a man empties his purse into his head, no man can take it away from him. An investment in knowledge always pays the best interest.” - Ben Franklin

Circle of Competence Issue #50

Masa's investors balk, search fund economics, under the radar investor, Berkshire Hathaway 2018 letter, Tesla competitor, gaming goes ma

Circle of Competence Issue #49

Bruce Flatt on investing late cycle, entropy and investing, China's real estate woes, eSports, JPM Coin, building a multifamily empire,

Free Trade and Free Markets

January 30th, Howard Marks released his latest memo titled "Political Reality Meets Economic Reality." In this magnificent piece of...

Circle of Competence Issue #48

Thoughts on free trade and capitalism, Howard Marks' memo, robot reporters, Buffett on share repurchases, fusion energy, Clayton Homes C

Circle of Competence Issue #47

Masa Son's big bet, Venezuela's failed revolution, investor letters, Howard Marks & Bill Ford on current trends, how China's

Masayoshi Son's Big Bet

After sharing Fast Company's profile on Masa Son's Vision Fund in last week's edition, I started to think a little bit more about the...

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