Build Well, and Build Now: Lessons on AI from Silicon Y’All 2026
I recently returned from Silicon Y’All 2026, held at the Ross Bridge Golf Hotel on the outskirts of Birmingham, Alabama, and organised as always…
Editorial
The Reading Room
Essays and notes of my own; books, podcasts and articles written by people who have thought harder than I have — brain food for your moments of reflection, and to prompt new perspectives.
The
Reading Room
Good & Prosper · Editorial
Poland, Peace, and the New Balance of Power: A Conversation With Dr. Pippa Malmgren
Navigating the Cycle
The Delusion of Profit
“There is no such thing. There are only costs.” There’s a particular pressure that comes with a business hitting its stride. The growth is…
Business Modeling
A decision you can reverse cheaply is not a decision. It is a preference.
Leadership Dynamics
Small Giants
The book that made me stop assuming growth was the only respectable ambition. I have given away more copies of this than of anything…
Organizational Structure
A Winning Team
The infrastructure every successful business owner needs, and almost nobody builds with intention. I hold this truth to be self-evident: that almost nobody builds…
Business Modeling
The Intelligent Investor
Read for the temperament, not the formulas. Chapter eight has more to say about owning a business than most books written about owning a…
Financial Fluency
The Wise Owner
A matter of no little importance Thoughts from Machiavelli‘s The Prince (Chapter XXII): The Owner‘s obligations and some guidelines for being an outstanding non-executive…
Leadership Dynamics
7 pieces
Essays
Long-form arguments, written to be read alone at night.
3 pieces
Notes
Shorter observations from the week, unfinished on purpose.
75 books
Books
The books I return to, and the list I have kept for thirty years.
13 pieces
Elsewhere
Podcasts, interviews and other people worth your attention.
A thesis
Navigating the Cycle
Eighty-year cycles, and the weather my clients are trading in.
The shelf
Book List for Entrepreneurs
The books I return to, and the list I have kept for thirty years.
This is the foundation I built my own thinking on — business, capital, and the temperament required for both. Titles link out to Wikipedia where there is an article worth reading.
02
Good Profit
05
The Knack
06
Profit First
08
Small Giants
11
Think Bigger
12
Human Action
28
Profit Bleed
33
Scaling Up
43
Finish Big
64
Plain Talk
72
Reboot