- Sep 29, 2019
Circle of Competence Issue #79
Uber and WeWork and lessons learned, direct listings vs. IPOs, Henry Singleton profile, Morgan Housel on WeWork, real estate speculation in
- Sep 22, 2019
Circle of Competence Issue #78
Tech IPO valuations, business models, MoviePass shuts down, discussion of moats, Amazon is maturing, Steve Schwarzman on politics and busine
- Sep 15, 2019
Circle of Competence Issue #77
WeWork's IPO, GameStop and retail oblivion, flying cars begin to take off, Apple's service strategy, real estate syndication strateg
- Sep 7, 2019
Circle of Competence Issue #76
Big tech antitrust debate, what constitutes a tech company, lessons learned as an investor and operator, ageing: deflationary or inflationar
- Sep 1, 2019
Circle of Competence Issue #75
Exponential growth, Elon Musk's SolarCity situation, real estate trends, Silvio Gessell and negative interest rates, Eric Ries and corpo