Naval's 8-Pillar Framework
01
Specific Knowledge
You cannot be trained for it. It emerges from obsession, not curricula. The moat is unteachable.
02
Leverage Types
Code and media are permissionless leverage — infinite scale, zero marginal cost. Labor and capital require permission. Prioritize the former.
03
Judgment Over Effort
One correct call compounds more than a thousand hours of hard work. Judgment separates the allocator from the operator.
04
Equity Compounds
Own a piece of the business. Rentiers get rich; wage-earners get comfortable. Equity compounds; time-for-money does not.
05
Long-Term Games
Play long-term games with long-term people. Trust compounds. Reputation compounds. Relationships compound.
06
Rationality as Wealth
The return on clear thinking is infinite. Read to build mental models, not to accumulate facts.
07
Attention as Scarcest Asset
Where you deploy attention is where you compound. Protect it from meetings, noise, and reactive loops.
08
Happiness as a Skill
Desire minus satisfaction equals suffering. Equanimity is trainable. Clear mind makes better decisions — in capital markets and in life.
How Dominion uses Naval
1
Vertical Sourcing & Founder Filtering
Use Naval's specific knowledge test to evaluate whether an acquisition founder or operator has genuine, unteachable expertise in their vertical — or is just an experienced generalist. Telecom, Data Center, and Energy Infrastructure all reward operators with genuine domain depth.
2
Leverage Architecture in Capital Deployment
Apply Naval's leverage hierarchy to Dominion's platform strategy: where can Dominion deploy permissionless leverage (software, IP, data) alongside capital leverage to amplify returns without linearly scaling headcount?
3
Long-Duration Hold Thesis
Pressure-test hold period decisions against Naval's compounding framework. Does the exit horizon allow compounding to work, or is Dominion cutting the curve short? Infrastructure and energy assets reward 20+ year ownership thinking.
Also consult
WB
Warren Buffett
Capital Allocation & Moats
PT
Peter Thiel
Monopoly & Last-Mover Advantage
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