“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 #92

2019 lessons learned + 2020 predictions, Jeff Gundlach on the US economy, spotting tech bubbles, growth investing, Amazon's free cash fl

Circle of Competence Issue #91

George Soros on financial markets and reflexivity, Stanley Druckenmiller on monetary policy and politics, adventur.es' 2019 letter, onli

Circle of Competence Issue #90

Boomers + millennials moving to cities, Thoma Bravo profile, history of interest rates, recession indicators, open letter to Jack Dorsey, an

Circle of Competence Issue #89

The future of American malls, oil drilling, investing in African public markets, investing in China, venture capital Q3 2019, solar developm

WeWork - A Case Study in the Lollapalooza Effect

Neil O’Donnell and I have discussed the rise and fall of WeWork constantly over the past few months, and this article is our attempt to...

Circle of Competence Issue #88

WeWork Lollapalooza, Business Vault, John Malone on the cable industry, Kyle Bass on China, 6 reasons higher education needs to be disrupted

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