Articles

On companies, technology, marketing, and decision making.

Guides of Knowledge

The complete guide to
Mental models help us make sense. Make sense of things around us, why we exist, our actions, and the outcomes we face. Here are 340 models explained.
The complete guide to
Why it's important to learn how to make decisions well and how I aim to do it. Here's a framework for decision making that works.

All articles

Decision Making

The Deliberate Entrepreneur

Entrepreneurs want their business to be lasting and fulfilling. The key is in doing deliberate work.

[FDS] FactSet Research Systems

FactSet Research: Unit Economics Valuation

On how FactSet surfed the wave of data accessibility, the winner-take-most industry, the three main risks of the business, the moat, and how I would value the company through unit economics.

History

Looking Back at 2020 (in Hindsight)

Imagine it’s the year 2025. We’re over the pandemic, we have learned the end result, and we know all the events that have yet to play out.

The Junto, by Ben Franklin

We didn’t come up with the name of our endeavor ourselves. It comes from a hero of ours, Ben Franklin, who founded the Junto in 1727.

[EAF] GrafTech International

GrafTech: A Case of Simple Math with Minority Risk

On the graphite electrodes industry, the barriers to entry, GrafTech’s vertical integration, its long-term agreements, the easy way to calculate the short-term cash flows, and minority risks.