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

What a famous investing framework — part of the modern canon of value investing — tells us about the expertise of capital in business.

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

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.

Renaming the business expertise triad from Supply/Demand/Capital to the simpler Operations/Market/Capital.

Cedric talks to Eric Nehrlich about driving down the error rate for Google's revenue forecasting from 10-20% down to 0.5%, his approach to executive coaching, and how to come up with small experiments for personal growth.

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.

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

Commoncog is increasing membership prices on 1st August 2023. If you'd like to lock in the old prices, you should probably sign up before then.