THOUGHTS ON INVESTING AND BUSINESSES

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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

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