A Sunday Letter: Increased accessibility to our team and portfolio
What is our Circle of Competence, a new discussion forum and cheaper smallcase portfolios
For the past month, I've been working hard on our main investment plan, Sector Advantage, and thinking about what you need
Even though I studied finance (CFA, FRM) and management (MBA), I've always been into psychology and philosophy. They teach us some pretty interesting things about how everything works
My favorite is something called "Competitive Exclu…