“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

#127 - Interview with Brent Beshore, CEO of Permanent Equity

Interview with Brent Beshore, CEO of Permanent Equity, Peter Doyle on modern value investing, Ant's IPO, Apple's corporate structure.

#126 - WeWork Deep Dive, Business Ideas, Links

WeWork deep dive, new business ideas, Ray Dalio on current investment environment, Matt Ball on audiotech opportunity, pandemics in history.

Is WeWork Fixable?

I teamed up with the Capital Technologies team to explore whether WeWork is fixable, and how markets are discounting its future prospects.

#125 - Interview with Mohnish Pabrai

Interview with Mohnish Pabrai, Howard Marks' latest memo, strategy in the cloud economy, Wharton School on commercial real estate markets.

#124 - Fiat Currency vs. Hard Currency Regimes

Fiat vs. hard currency regimes, predicting financial crises, hyperloop projects moving forward, building personal moats.

Circle of Competence Issue #123

Interview with Michael Girdley - Chairman of Dura Software, Frank Slootman's advice, deep dive on Uber, OpenDoor's balance sheet, and more.

SEND YOUR THOUGHTS

Thanks for your interest in Circle of Competence. For more information, drop me a line and let's connect.