Circle of Competence Issue #63

Retirement, China and the tech cold war, millennial work religion, Google's civil war, share buyback defense, bootstrapping Mailchimp, a

Circle of Competence Issue #62

(Anti)competitive behaviors, Jamie Metzl on gene sequencing and editing, Bill Gurley's Uber returns, the empty promise of data moats, an

Circle of Competence Issue #61

Charlie Munger unplugged, real estate iBuying model, breaking up Facebook, visualizing tech unicorns in 2019, Berkshire Hathaway's annua

Circle of Competence Issue #60

Cash burning tech IPOs, Ray Dalio on modern monetary theory, China's belt and road initiative, 5G potential, student debt, Peloton's


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