Circle of Competence Issue #87

The habit of success, The Business Vault, real estate debt investing, the storage industry billions, self driving cars and our future, and m

Circle of Competence Issue #86

Deep tech trends, digital advertising bubble, Sam Zell on his newest investments, Steve Schwarzman on building Blackstone, SpacEx's Star

Circle of Competence Issue #85

Housing crisis in California, PWC's 2020 trends in real estate, Ray Dalio on the broken financial system, 3-D printing housing, flying t

Circle of Competence Issue #84

Josh Wolfe and Raoul Pal on private markets and liquidity crises, investing in a low growth environment, exploring negative rates, biology i


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