Insights

Occasional writing, when we have something worth saying.

Short essays and playbooks from the partners on the questions owners ask most often.

Playbook

September 2026

23 years, 10 lessons: Bezos' playbook for running a business that lasts

Twenty-three years of shareholder letters, distilled into ten principles that matter for anyone acquiring and running a small business with a long-term lens.

Strategy & Execution

September 2026

Beyond the ivory tower: how to build strategies that actually work

Strategy looks clean in the boardroom and breaks on the floor. On the push and pull between strategy and execution — and how to close the gap.

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