Circle of Competence Issue #119

QUOTE OF THE WEEK

"Patience is the companion of wisdom." - St. Augustine

FOOD FOR THOUGHT

The Circle of Competence Podcast

I decided to take the weekend off from publishing an episode to focus on building the guest pipeline. However, I'm almost giddy with excitement at the guests who have accepted my invitation for an interview. I won't spill the beans just yet, but suffice it to say, we're moving forward. Stay tuned! If you have a guest you think I should reach out to, please send me a note and let's chat.

Have a Happy, Healthy Labor Day!

LINKS

Investing

Ryan Begelman discusses entrepreneurship and investing with Anthony Pompliano and Sam Parr

Grahamian value digest on Tandy Leather Company (Link)

Fred Mouawad - billionaire diamond owner & 4th generation co-guardian (The Business of Family)

Michael Mauboussin on the great migration from public to private equity (Invest like the Best)

The big book of profile dossiers (Polina Marinova)

Technology

Joe Rogan got the short end of the stick (Andrew Wilkinson)

The White House wants to win the race to quantum supremacy (Protocol)

Geopolitics

The fastest sinking city in the world is trying to save itself (Steve LeVine)

Real Estate

The housing market's blistering summer by the numbers (Marker Media)