Source
The Water Beneath the House
Chosen roots, domestic water, and the small watershed that became home.
Volume I
Journal
Twelve essays on place, capital, operating judgment, infrastructure, work, reputation, and the construction of a private institution. The volume is arranged editorially rather than chronologically.
Ownership
Ownership Without a Clock
What changes when an owner is not required to sell.
Houses
Capital With a Long Memory
Remembered conduct, repeated dealings, and what the second transaction knows.
Builders
The Builder's Bias
How operating experience changes the questions an owner asks.
Enterprise
The Dignity of Boring Businesses
Maintenance, repetition, skilled work, and the companies that keep ordinary life usable.
Source
A Name Older Than the Road
A regional name that outlived a settlement and survived an incomplete record.
Systems
Companies Beneath Companies
Embedded providers, recurring need, switching, and capability built one exception at a time.
Ownership
A House Is Not a Fund
Balance-sheet ownership, institutional form, and the discipline of keeping unlike assets coherent.
Builders
The Difference Between a Founder and a Promoter
Narrative, persuasion, technical depth, and the proof that must follow a promise.
Enterprise
American Enterprise After Abstraction
The distance abstraction creates, the capability it can conceal, and the work of reconnecting ideas to consequence.
Houses
The Old Form and the New Founder
First-generation capital, founder recession, family responsibility, and becoming old honestly.