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April 2026

45 Financial Metrics Owner-Operators Must Understand
The School of Knowledge is the weekly newsletter for SME owners and investors who want frameworks they can actually use — frameworks, checklists, and…
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Where to Draw Your Systems Boundary
Boundary decisions are the highest-leverage choices a business makes. How transaction costs, asset specificity, and Ashby's Law should guide yours.
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A Lot of Good Business Decisions is Just Figuring Out What You Don’t Want
Via negativa, Munger's inversion, Buffett's too hard pile: the smartest operators use subtraction, not addition. Here's how to build your exclusion…
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Why Warren Buffett Reads the Balance Sheet Before Anything Else (And How to Do It Yourself)
Learn how to read a balance sheet from scratch — assets, liabilities, equity, and the ratios that matter most to investors and business operators.
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Cynefin: The Decision-Making Tool Every Operator Needs
Not all problems are the same type of problem
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How to Design the Systems That Run Your Business
The operator's guide to feedback loops
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March 2026

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