Tag: Allen Framework

• Confidence Coefficient: Why a Range, Not a Number

  February 16, 2026 · 17 min read · Framework

  Every valuation model gives you a single number. The Confidence Coefficient gives you a range — because conviction isn't binary, and the future isn't a straight line.

• Allen Framework vs Buffett Owner Earnings: What Changed

  February 16, 2026 · 11 min read · Framework

  Warren Buffett gave us the philosophy. The Allen Framework gave us the algorithm. Here's how 40 years of evolution transformed "owner earnings" from an art into a science you can actually run.