Investing is a discipline built on cumulative knowledge, and it requires a continuous evaluation and assessment of new information. The purpose of C&B Notes is to pass along the ideas, concepts, stories, and information that are informing, influencing, and updating our worldview. We use them to build on our “latticework of mental models” that help us make better decisions.
334 articles in list
Chick-fil-A Unit Economics
We have long admired Chick-fil-A’s business both as consumers and as business analysts. The family-owned company has created incredible wealth and value for its owners through a combination of an ownership culture, a simple but clear value proposition, excellent customer…Read More
New On Our Bookshelf – Nomad Letters
Nick Sleep and Qais Zakaria’s Nomad Investment Partnership Letters to Partners 2001-2014 offer a treasure trove of great insights. One idea worth highlighting is their concept of “scaled economies shared.” This idea of scaled economies shared lies behind the success…Read More
China’s Modern Propaganda Machine
Xi Jingping’s consolidation of power in China is not new news. The ruling party’s re-versioning of history through a modern propaganda effort is both petty and chilling, particularly with the backdrop of widespread human right atrocities in the northwestern part of the country. Xi’s re-embrace of Mao, rejection…Read More