- Sep 26, 2020
Circle of Competence Issue #122
Upcoming podcast episodes, the importance of focus, critical look at ESG, Ackman on SPACs, CRE data, vertical farming, and more.
- Sep 19, 2020
Circle of Competence Issue #121
My conversation with Neil O'Donnell around SPACs and macro, deep dive on Snowflake, NVidia's ARM acquisition, the friedman doctrine.
- Sep 11, 2020
Circle of Competence Issue #120
Bessemer Ventures Deal Memos, Stan Druckenmiller on current markets, Nikola's short thesis, SPACs galore, and more.
- Sep 4, 2020
Circle of Competence Issue #119
Ryan Begelman on entrepreneurship and investing, deep dive on Tandy Leather, Mouawad family jewelry business, Michael Mauboussin on public v