Charlie Munger’s biggest business mistake, and what it tells us about wisdom.
If the most unlikely, most un-businesslike person could become a masterful capital allocator late in her life, then perhaps you could, too.
How Koch Industries became an empire. We draw on ideas from both the Becoming Data Driven series and the Capital Expertise series.
Two examples of operators who were strong on the capital side of the business expertise triad, but weak in just about everything else.
Andy Beal's story is an astounding story of capital allocation, incidentally making him America's richest banker. A guest post by Frederik Gieschen.
A pretty useful lens for when a business activity is easy to measure, and when it is not. Part of the Becoming Data Driven in Business Series.
What a puzzle from Charlie Munger tells us about a supply-side business model with unreasonably high returns.
What it looks like when you come up with a diagnosis for your business, a thing that is necessary for strategy.
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.
A technical overview of how I'm applying the methods and ideas of the Becoming Data Driven in Business series.