The School of Knowledge

Why Great Returns Attract Terrible Capital

A parable about market cycles, vulture investors, and the holiday armadillo

19 hrs ago • 

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November 2025

Understanding Retained Earnings, Opportunity Cost and Net Present Value (NPV)

A capital allocation framework

Nov 16 • 

The School of Knowledge

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Lessons on Capital Allocation from Reading "The Outsiders"

Exhausted from treatment at the Chestnut Lodge psychiatric facility, Philip Graham had convinced the hospital doctors to allow him and his wife…

Nov 9 • 

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October 2025

An Introduction to Capital Allocation & Why It's the CEO's Most Important Job

Understanding why, and how, some business grow and others die

Oct 8 • 

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September 2025

The AI Advantage: How to Go from AI Novice to Operator

And what's in store for my next mini-series

Sep 23 • 

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5

My Secret Productivity System That Helped Build 8,000 Subscribers

A guide on what has worked for me

Sep 3 • 

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August 2025

AI Isn't Making You Stupid— You're Just Learning Wrong

An exploration into Gemini's Guided Learning

Aug 17 • 

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The Truth About ChatGPT Agent

Plus 6 case studies

Aug 10 • 

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How to Use AI Effectively (And Which Model is Best for You)

Understanding the basics of what the big three platforms offer

Aug 4 • 

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July 2025

3 Ways We Fool Ourselves

Why is the reality most acceptable to science one that no small child can be expected to understand?

Jul 27 • 

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Bayes' Theorem and the Changing of Your Beliefs

A model for better rationality, avoiding the Bayesian thinking trap, and a multi-billion-dollar engagement machine

Jul 14 • 

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June 2025

Welcome to The School of Knowledge

Your 1-stop shop for systems thinking, mental models and frameworks

Jun 29 • 

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