Sure. That’s one lens to look at. When I analyse a business through the lens of Peter Thiel or any other perspective, I gain a specific "frame" of understanding for that business. It takes a lot of reading and thinking. Writing or presenting takes only 20% of this time.

My capacity is finite, but the order backlog (subscriber requests) is pouring in much faster. I can’t promise a date, but right now there is no capacity for the next several weeks. I have precision engineering, software, healthcare and chemicals (pharma chemicals > non-pharma) as my focus area.

I am prioritising work on these two companies, as I promised I would.

antifragilethinking.sub…