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How do you get better at understanding — and therefore doing — business?
How Koch Industries became an empire. We draw on ideas from both the Becoming Data Driven series and the Capital Expertise series.
The creation of Marvel Studios was contingent on some very creative financial dealmaking. A story of superb capital expertise in action.
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.
Broadly speaking, there are two approaches to data analysis in business. The two approaches have different worldviews, and express different tradeoffs. Here's why that matters.
The unspoken secret about new company formation is that you need to get lucky. Roll the dice, get a business outcome. Capital allocation matters because it gives you a path to winning even when you lose the initial roll.
The skill of capital allocation — a mysterious, under-discussed element of remarkable business performance.
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.
Two principles on collecting data, from the field of Statistical Process Control. As with most principles in SPC, this is both simpler and more important than you might think.
What a puzzle from Charlie Munger tells us about a supply-side business model with unreasonably high returns.