‘Market’ is a shorthand for ‘factors influencing the market’, which is one of the three legs of triad mental model of business expertise. If you don’t know what that is, read this page first. The ‘Market’ topic cluster includes strategic adversarial thinking, though large bits of strategy also involve| Commoncog
We trace Michael Dell's skill at the art of capital in business, and use it to examine how skill at capital allows you to make moves that aren't available to a novice business operator.| Commoncog
Andy Beal's story is an astounding story of capital allocation, incidentally making him America's richest banker. A guest post by Frederik Gieschen.| Commoncog
'Operations’ is a shorthand for ‘factors involved in effective operations’, which is one of the three legs of triad mental model of business expertise. If you don’t know what that is, read this page first. Operations is a broad topic. Good businesspeople tend to have a firm grasp of| Commoncog
What if you could reach into the heads of great businesspeople and pluck out the superstructure of their expertise? Commoncog has a unique approach to the study of business. This is that approach. In the late 1980s, the US Military began funding a branch of psychology called ‘Naturalistic Decision Making’| Commoncog
What expertise in Capital looks like in the context of business.| Commoncog
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.| Commoncog
The skill of capital allocation — a mysterious, under-discussed element of remarkable business performance.| Commoncog
What a famous investing framework — part of the modern canon of value investing — tells us about the expertise of capital in business.| Commoncog