Circle of Competence Issue #83

PE gone wild, crypto-based gold standard, Jeff Bezos on the space industry, Mark Yusko on investing in innovation, Elad Gil on startups, dis

Circle of Competence Issue #82

Howard Marks on negative interest rates, Kyle Bass and Gen. Robert Spalding on China's CCP, Alex Danco on affordable housing, universal

Update to Circle of Competence Framework and Exponential Processes

Update to Circle of Competence Framework & Exponential Processes “Bubbles form whenever a new story is not only told, but can also be sold” - Brent Goldfarb July Letter Update – Revisions to Circle of Competence Framework In my first Letter to Learners in July, I proposed a simple framework for thinking about how your Circle of Competence develops in a particular area. But after feedback from a couple readers (thanks Clayton Dorge and Sean Iddings), I wanted to update this from a step-by-step process to more of a ‘curiosity flywheel.’ Here are Clayton’s thoughts: “I see this framework as a learning or Curiosity Flywheel (Curiosity, Knowledge, Conviction, Action). Once you take a properly co

Circle of Competence Issue #81

WeWork seeks cash infusion,' Messy Marketplace, 1986 Buffett profile, Germany's renewable energy troubles, remote work t

Circle of Competence Issue #80

Ray Dalio on China, Dan Carlin's Hardcore History, Paul Graham's essays on startup ideas, Chris Leithner's November letter, Jim


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