Members Area

Welcome

You're not logged in.

Sign In or Purchase a Membership.

Members-Only Articles   //  Page 1

Feature image for One Definition of Wisdom

One Definition of Wisdom

Charlie Munger’s biggest business mistake, and what it tells us about wisdom.

 Members only
Feature image for A Most Unlikely Master of Capital Allocation

A Most Unlikely Master of Capital Allocation

If the most unlikely, most un-businesslike person could become a masterful capital allocator late in her life, then perhaps you could, too.

 Members only
Feature image for Data and the Capital Cycle: How Koch Became an Empire

Data and the Capital Cycle: How Koch Became an Empire

How Koch Industries became an empire. We draw on ideas from both the Becoming Data Driven series and the Capital Expertise series.

 Members only
Feature image for Strong at Capital, Bad at Everything Else

Strong at Capital, Bad at Everything Else

Two examples of operators who were strong on the capital side of the business expertise triad, but weak in just about everything else.

 Members only
Feature image for High Roller: Lessons from America's Richest Banker

High Roller: Lessons from America's Richest Banker

Andy Beal's story is an astounding story of capital allocation, incidentally making him America's richest banker. A guest post by Frederik Gieschen.

 Members only
Feature image for Beck’s Measurement Model, or Why It’s So Damn Hard to Measure Software Development

Beck’s Measurement Model, or Why It’s So Damn Hard to Measure Software Development

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.

 Members only
Feature image for Charlie Munger’s Supply Demand Curve Puzzle

Charlie Munger’s Supply Demand Curve Puzzle

What a puzzle from Charlie Munger tells us about a supply-side business model with unreasonably high returns.

 Members only
Feature image for Understand the Shape of the Game You're Playing

Understand the Shape of the Game You're Playing

What it looks like when you come up with a diagnosis for your business, a thing that is necessary for strategy.

 Members only
Feature image for Fundraising Without Investors

Fundraising Without Investors

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.

 Members only
Feature image for Executing on Becoming Data Driven: The Technicals

Executing on Becoming Data Driven: The Technicals

A technical overview of how I'm applying the methods and ideas of the Becoming Data Driven in Business series.

 Members only