/learning

The learning collection

Business thinkers

Follow how they thought, what they did, and what changed their minds.

Begin the course ↗Explore the wider curriculum ↓

Available now

The Titans

Study Buffett, Bezos, Howard Marks, and Mark Leonard through their original work, consequential decisions, mistakes, and revisions.

75 readings · 12 three-stage cases · 204 recall cards

See the works read and the remaining gaps ↗
Warren Buffett Follow his development from the partnership years to Berkshire.Jeff Bezos Trace the decisions, operating pressures, and revisions at Amazon.Howard Marks Study risk, uncertainty, and how his arguments changed over time.Mark Leonard Follow acquisition, autonomy, capital allocation, and succession.

The wider curriculum

Understand the whole business.

Connect strategy, customers, operations, people, and capital. Each part brings together original arguments, contrasting perspectives, and decisions to work through.

Ten modules with 95 core assignments, 224 readings in the new course and 868 recall cards. Expand an outline to open its module. The original Titans journeys remain available separately.

Read a business and its evidence

Open the module →

  1. What creates value for the customer and money for the business?
  2. Why can profit, cash, and capacity tell different stories?
  3. What separates an observation, an author's claim, and a causal explanation?

The work

Reconstruct a business from a small evidence packet, reconcile its units and periods, and identify what cannot yet be concluded.

Study connections include Warren Buffett, Charlie Munger, Howard Marks.

Related Titans reading available now

Read the economics ↗

Choose a strategy

Open the module →

  1. What problem are we actually trying to solve?
  2. Which customers, activities, and alternatives do we choose?
  3. What would have to be true for the choice to work?

The work

Produce two coherent strategic alternatives, reject one with reasons, and state what evidence would reverse the choice.

Study connections include Roger Martin, Ben Thompson, Category Pirates / Eddie Yoon, Richard Rumelt, Michael Porter, Jeff Bezos.

Related Titans reading available now

Declare the trade-offs ↗

Discover demand and build a product

Open the module →

  1. What are people trying to accomplish?
  2. What can conversation, observation, purchase, and an experiment each tell us?
  3. When does an experiment justify a larger commitment?

The work

Design an informative customer test, decide what to build next, and set an explicit limit on further investment.

Study connections include Clayton Christensen, Jeff Bezos, Paul Graham, Tony Fadell.

Related Titans reading available now

Inputs and experiments ↗

Position, market, and measure

Open the module →

  1. Which alternatives does the customer really compare?
  2. What makes the offer meaningful and recognizable?
  3. Which evidence distinguishes incremental demand from attributed activity?

The work

Choose a position and a measurement plan, including a credible explanation for why apparently successful marketing might not be creating additional demand.

Study connections include Nick Sleep, Category Pirates / Eddie Yoon, April Dunford, Jeff Bezos, David Ogilvy.

Related Titans reading available now

Test the reinforcing cycle ↗

Price, sell, and negotiate

Open the module →

  1. What creates willingness to pay, and for whom?
  2. How do price, packaging, discounts, and terms affect contribution and cash?
  3. What information must a sales conversation or negotiation uncover?

The work

Present a priced offer and a walk-away condition, calculate consequences under different demand responses, and conduct an evidence-seeking sales conversation.

Study connections include April Dunford, Jeff Bezos, Hermann Simon.

Related Titans reading available now

Test the reinforcing cycle ↗

Operate and deliver

Open the module →

  1. What limits useful output?
  2. When does local efficiency harm the whole business?
  3. Which investments or changes improve delivery without moving the cost elsewhere?

The work

Diagnose a capacity and quality problem, choose an intervention, and identify the downstream effects and measurement needed to check it.

Study connections include Jeff Bezos, Mark Leonard, Andy Grove, Peter Drucker, Eliyahu Goldratt, Tony Fadell.

Related Titans reading available now

Growth becomes an operating problem ↗

Manage people and responsibility

Open the module →

  1. What work belongs to whom?
  2. How do incentives, information, feedback, and authority affect results?
  3. How does the organization learn without depending on a heroic founder?

The work

Design a role, decision boundary, and feedback process, then revise it after a conflict between output and employee or customer consequences.

Study connections include Mark Leonard, Andy Grove, Peter Drucker, Eliyahu Goldratt.

Related Titans reading available now

Design autonomy ↗

Allocate capital and face uncertainty

Open the module →

  1. What is the best use of the next dollar?
  2. Which risks can be estimated and which require resilience?
  3. How does scale change a previously sensible allocation policy?

The work

Compare reinvestment, acquisition, liquidity, and returning capital on a common basis, including a case in which doing less is rational.

Study connections include Warren Buffett, Charlie Munger, Howard Marks, Nick Sleep, Mark Leonard.

Related Titans reading available now

A hurdle shapes the pipeline ↗

Renew the business as conditions change

Open the module →

  1. Which assumptions stopped holding?
  2. When should we defend, adapt, abandon, or build a different business?
  3. How do distribution, technology, physical constraints, and institutions alter the choice?

The work

Rework a strategy after an external change, preserving what still works and explicitly retiring what no longer does.

Study connections include Warren Buffett, Howard Marks, Ben Thompson, Clayton Christensen, Michael Porter, Jeff Bezos, Mark Leonard, Paul Graham.

Related Titans reading available now

Scale changes the policy ↗

Integrate judgment across the whole business

Open the module →

  1. Which problem matters most now?
  2. How do the functional recommendations interact?
  3. What did the outcome teach us, and what remains uncertain?

The work

Submit a complete recommendation, defend it against the strongest alternative, then revise it after new operating and market evidence.

Study connections include Warren Buffett, Howard Marks, Roger Martin, Richard Rumelt, Jeff Bezos, Mark Leonard.

Related Titans reading available now

Enter the cases ↗

People and perspectives

Follow a thinker.

The deeper studies trace formation, setbacks, changing views, and the limits of each approach. Comparative readings connect these ideas to the business questions they help examine. Wider contributor coverage remains planned.

Twenty selected-work paths are available, with reading scope and gaps stated in each. Planned entries name work still to be researched and written.

All contributors are listed below.

How to study

Read, decide, reconsider.

Reconstruct the argument. Make a decision before revealing the outcome. Then test whether the idea travels to a different business or survives a change in the facts.

The available course separates historical evidence from constructed 2026 scenarios and hypothetical future changes. References lead to the original publications, with the works read and the gaps stated explicitly.

Work through a case ↗
Explore how expertise develops ↗