Compounding Knowledge

The Buffett Formula: Going to Bed Smarter Than When You Woke Up

Learn how Warren Buffett and Charlie Munger turn curiosity into insight. Discover how interest-driven learning builds understanding and reveals hidden opportunities.

Warren Buffett's "2 List" Strategy: How to Maximize Your Focus and Master Your Priorities

Read this article to discover the strategy Warren Buffett uses to simplify his priorities and focus on the right things.

The Overhang

Using your deep knowledge, wide knowledge, taste, and agency

The Overhang

Using your deep knowledge, wide knowledge, taste, and agency

Making Uncommon Knowledge Common - kwokchain

The Rich Barton Playbook for winning markets through Data Content Loops Preface: This is part of a longer private memo analyzing Zillow and its recent shift towards Opendoor’s model. May publish rest of memo at some later point. But wanted to share first part, on Rich Barton and Zillow’s initial rise. Have had many recent … Continue reading Making Uncommon Knowledge Common →

Knowledge doesn't just accumulate. It develops between people. - Marginalia

Announcing Assemblage, the visual builder for Semble.so collections

From Grants to Portfolios: Index Logic for Science

How science can learn from capital markets to coordinate diversity, measure progress, and turn discovery into a public portfolio.

Just-In-Time PM #4: Intermediate Packets - Forte Labs

In Part 3, I argued that having a personal knowledge base is the linchpin of success in a creative economy. A knowledge base allows you to reuse past work, draw from past experiences, share your knowledge in concrete form, and eventually, build products and services out of that knowledge. This requires strategically structuring your work in the first place, as a series of what I call intermediate packets.

elvis on Twitter / X

Building a personal knowledge base for my agents is increasingly where I spend my time these days. Like @karpathy, I also use Obsidian for my MD vaults. What's different in my approach is that I curate research papers on a daily basis and have actually tuned a Skill for… https://t.co/4AQSFOv4PV pic.twitter.com/YI5cWUhqT3— elvis (@omarsar0) April 2, 2026

Here’s How Successful People Avoid Information Overwhelm

There are seemingly infinite options in the world today. With increasing options comes increased choices.

As We May Think

“Consider a future device ... in which an individual stores all his books, records, and communications, and which is mechanized so that it may be consulted with exceeding speed and flexibility. It is an enlarged intimate supplement to his memory.”

Prospect Theory, Mental Accounting, and Differences in Aggregated and Segregated Evaluation of Lottery Portfolios

If individuals have to evaluate a sequence of lotteries, their judgment is influenced by the presentation mode. Experimental studies have found significantly higher acceptance rates for a sequence of lotteries if the overall distribution was displayed instead of the set of lotteries itself. Mental accounting and loss aversion provide an easy and intuitive explanation for this phenomenon. In this paper we offer an explanation that incorporates further evaluation concepts of Prospect Theory. Our formal analysis of the difference in aggregated and segregated portfolio evaluation demonstrates that the higher attractiveness of the aggregated presentation mode is not a general phenomenon (as suggested in the literature) but depends on specific parameters of the lotteries. The theoretical findings are supported by an experimental study. In contrast to the existing evidence and in line with our theoretical results, we find for specific types of lotteries an even lower acceptance rate if the overall distribution is displayed.

Philanthropy 2.0: What the Evolution of For-Profit Investment Tells Us About the Future of Giving

Gaps in philanthropic funding for era-defining science and discovery demand a new approach. In this piece, we look at how learning from venture capital is a game changer for catalytic philanthropy.

Philanthropy 2.0: What the Evolution of For-Profit Investment Tells Us About the Future of Giving

Gaps in philanthropic funding for era-defining science and discovery demand a new approach. In this piece, we look at how learning from venture capital is a game changer for catalytic philanthropy.