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Circle of Competence Issue #123

QUOTE OF THE WEEK


"Three things can not hide for long: the Moon, the Sun and the Truth." - Buddha



FOOD FOR THOUGHT


This week, I'm asking my subscribers one simple favor: forward my newsletter to one friend who you think would enjoy a curated mix of weekly articles on tech, investing, real estate, economics, history, in addition to the occasional podcast conversation with world-class investors and entrepreneurs.


Episode #10 - Michael Girdley, Chairman of Dura Software


My latest podcast interview is a conversation with Michael Girdley, Chairman of Dura Software, where we discuss:


- Search funds (and Michael's advice to business school grads)

- Dura's holding company model

- What conditions are required for a GREAT startup investment

- venture-backed software companies vs. stable software companies

- Michael's playbook for running small software businesses

- Michael's thoughts on how covid-19 is changing M&A and business in general


Show links:


- Michael Girdley's