Investing

Every Business Decision Has a Hidden Price — Here's How to Calculate It

A real-world capital allocation case study on opportunity cost for operators and investors.

Mar 22 • The School of Knowledge

Why Google Couldn't Beat Facebook—And What It Teaches Us About Network Economies

Why Meta's 3.5 billion users make It almost impossible to compete with

Mar 4 • The School of Knowledge

Why Great Returns Attract Terrible Capital

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

Dec 7, 2025 • The School of Knowledge

Welcome to The School of Knowledge

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

Jun 29, 2025 • The School of Knowledge

3 Must Know Competitive Advantages In Investing (And Life)

Lessons from The Nomad Letters

Oct 15, 2024 • The School of Knowledge

How Understanding Probability Can Make You Rich

A lesson from the Nomad Letters

Oct 10, 2024 • The School of Knowledge

Poor Charlie’s Almanack

“There are answers worth billions of dollars in a $30 history book.”

May 18, 2024 • The School of Knowledge

The Psychology of Human Misjudgment

Charlie Mungers infamous talk simplified into a checklist

Apr 27, 2024 • The School of Knowledge

Margin of Safety

Why understanding this concept is more than an investment safety net

Sep 9, 2023 • The School of Knowledge

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