- Feb 15, 2020
Texas Pacific Land Trust - A Compounding Capital Case Study
Texas Pacific Land Trust is a land trust company which was formed in the late 1800's after the bankruptcy of its parent company, a former...
- Feb 15, 2020
Circle of Competence Issue #99
Texas Pacific Land Trust, Charlie Munger at The Daily Journal Annual Meeting, preparing for a recession, the case against REITs, Peter Thiel
- Feb 9, 2020
Circle of Competence Issue #98
Tesla: Bears, Bulls, and Spectators, real estate links, economic concentration, lessons of history, SpacEx spinning of Starlink in IPO, cost
- Feb 2, 2020
Circle of Competence Issue #97
Unit economics, Tesla's valuation, private equity companies are trading companies faster, silicon valley vs. private equity, Deepmind st