August 31, 2018

Deep dive into activist investing, historical perspective on interest rates, Brent Beshore interview, Tesla's state of affairs, startups, podcasts, and more.

August 31, 2018

Carl Icahn activism update, solving India's trash problem, Munger's lollapalooza effect, Elliott Management activism, Waymo's autonomous dominance, and more.

August 12, 2018

Investor Discussion with Nathan Reid, Tesla going private, a new mental model for investing, podcasts on renewable energy & innovation, eSports, and more.

August 5, 2018

Oil & Gas Activism, Plastic Pollution, The Rise Of E-Sports, Brookfield's Rise, How Transformed China, New Capital Raises, Podcasts, & Fund Letters.

Please reload


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

©2018 by Impressions. Proudly created with