How Lee Walker overcame Dell's biggest growth plateau in 1986. A story about capital, imagination, and creative deal-making.

Two personal stories of capital expertise 'in the small' — or why financing creativity can be just as important to smaller businesses, as it is in larger, more sophisticated ones.

What, exactly, is the skill of capital? What does it consist of? How do you recognise it? We walk through three stories, and then talk about the shape of the skill in practice.

We trace Michael Dell's skill at the art of capital in business, and use it to examine how skill at capital allows you to make moves that aren't available to a novice business operator.

Refactoring a network of beliefs built on a largely under-examined worldview.

One way that first principles thinking fails is when you build your analysis up from a deficient set of base principles. Everything is correct and true, but you still end up mistaken. Here's how that looks like in practice.

Why cash flow is a good lens to use as we watch the current recession unfolding in real time. Written with the employee in mind.

Ram Charan's 2001 book on business principles is probably the best concise introduction to how a business works.

What free cash flow has to do with growth, and why Chinese businessmen in the South East Asian diaspora obsessed over it.