September 29, 2019

Uber and WeWork and lessons learned, direct listings vs. IPOs, Henry Singleton profile, Morgan Housel on WeWork, real estate speculation in Miami, and more.

September 22, 2019

Tech IPO valuations, business models, MoviePass shuts down, discussion of moats, Amazon is maturing, Steve Schwarzman on politics and business, and more.

September 15, 2019

WeWork's IPO, GameStop and retail oblivion, flying cars begin to take off, Apple's service strategy, real estate syndication strategies, John Elkann's Exor.

September 7, 2019

Big tech antitrust debate, what constitutes a tech company, lessons learned as an investor and operator, ageing: deflationary or inflationary?

September 1, 2019

Exponential growth, Elon Musk's SolarCity situation, real estate trends, Silvio Gessell and negative interest rates, Eric Ries and corporate governance reform.

August 25, 2019

Space exploration, private equity regulation, what comes after capitalism, shale boom, ailing bank stocks, Chinese currency devaluation, and more.

August 16, 2019

Book recommendations, network effects, Peter Thiel's religion, Charles Koch, modeling competitive advantages as flywheels, Zack Kanter on Amazon vs. Walmart.

July 28, 2019

Howard Marks' latest memo on the economy, WeWork's CEO cashes out prior to IPO, the trust crisis, Duolingo's $700M language learning app, and more.

July 20, 2019

Letter to Learners #1, Ray Dalio's prediction of a coming economic paradigm shift, history of SaaS company valuations, Scott Kupor on startups, and more.

July 13, 2019

Bill Gurley on the keys to a 10X revenue multiple, negative yielding junk bonds, the paradox of choices, big data and real estate, Amazon turns 25, and more.

Please reload


Thanks for your interest in Circle of Competence. For more information, drop me a line and let's connect.

©2018 by Impressions. Proudly created with