THOUGHTS ON INVESTING AND BUSINESSES
Exponential
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Investing
Case studies
Mental models
Jun 18
4 min
Systems thinking and investing
Jun 11
2 min
Thoughts on PE ratio
Jun 4
3 min
Motion, thermodynamics and business
May 28
4 min
A case study in capital allocation
May 21
4 min
Cost structure and nature of business
May 14
4 min
Reinvestment and growth
May 7
4 min
Let's talk about return ratios
Apr 30
4 min
How much debt is too much debt?
Apr 23
4 min
A thing or two about capital allocation
Apr 16
4 min
Economics of a business