Decision Making
The Deliberate Entrepreneur
Entrepreneurs want their business to be lasting and fulfilling. The key is in doing deliberate work.
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Entrepreneurs want their business to be lasting and fulfilling. The key is in doing deliberate work.
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.
On Prem Watsa, the main drivers of the insurance business, Fairfax’ investment performance, the historic market discount, and the ethos.
Here’s Charlie Munger’s way of explaining how lollapalooza effects from the simplest academic models create the success and trajectory of Coca-Cola.
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.
Even though the book is written from a collection of twelve New Yorker articles in the 1960s, each Business Adventures story is as relevant to business today as ever.
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.
In times of stock market panic and sell-offs, it’s tough to maintain temperament. But here’s why it’s important.
Knowledge and know-how can act as an almost indestructible moat for a company’s competitive position and growth prospects. But there’s also a large risk of losing it coming from within an organization.
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.
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