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.

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.

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


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