WeWork - A Case Study in the Lollapalooza Effect
Neil O’Donnell and I have discussed the rise and fall of WeWork constantly over the past few months, and this article is our attempt to...
Dec 1, 2019
Circle of Competence Issue #88
WeWork Lollapalooza, Business Vault, John Malone on the cable industry, Kyle Bass on China, 6 reasons higher education needs to be disrupted
Dec 1, 2019
Circle of Competence Issue #87
The habit of success, The Business Vault, real estate debt investing, the storage industry billions, self driving cars and our future, and m
Nov 24, 2019
Circle of Competence Issue #86
Deep tech trends, digital advertising bubble, Sam Zell on his newest investments, Steve Schwarzman on building Blackstone, SpacEx's Star
Nov 17, 2019
Circle of Competence Issue #85
Housing crisis in California, PWC's 2020 trends in real estate, Ray Dalio on the broken financial system, 3-D printing housing, flying t
Nov 10, 2019
Circle of Competence Issue #84
Josh Wolfe and Raoul Pal on private markets and liquidity crises, investing in a low growth environment, exploring negative rates, biology i
Nov 3, 2019