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You should take a look at Charlie munger.

video: http://www.youtube.com/watch?v=L6Cy7UwsRPQ

a more detailed overview of what you are looking for:

http://www.focusinvestor.com/FocusSeriesPart3.pdf (from charlie munger wiki)

This article is superb in response to the question and also to helping non-business people understand how their disciplines apply to business/business decisionmaking

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