Nine books, three genres — value investing, operational scale, and go-to-market — that built the decision framework I run every day at Vilna Gaon SRL.
Margin of safety, circle of competence, and the mental models to size up any deal before you touch it.
Mental models, inversion, the latticework of multidisciplinary thinking.
Margin of safety, circle of competence, owner mindset.
Building Blackstone, deal discipline, and operational excellence at scale.
Buying boring, cash-flowing businesses through creative seller financing.
The frameworks I bring into every portfolio company — People, Strategy, Execution, Cash, and a clear choice of where to play and how to win.
People, Strategy, Execution, Cash — one-page tools and habits for healthy, sustainable growth without overextending resources.
How P&G tackled strategy — where to play, how to win, and what to do when it fails.
Winning and keeping customers in the age of digital disruption — required reading for anyone who runs a store.
Attention is the asset, and selling is a transfer of feeling — the two books behind Gary and Zig, my content and sales skills.
Give value before you ask, platform-native attention, content at scale.
Selling as a transfer of feeling; help enough people get what they want.