vault backup: 2025-07-22 16:59:59

This commit is contained in:
2025-07-22 16:59:59 -04:00
parent dcfb706425
commit 4e829fa06c
40 changed files with 900 additions and 282 deletions
@@ -0,0 +1,41 @@
---
id: construction-estimating-using-excel
aliases: []
tags:
- media-commentary
---
# *Construction Estimating Using Excel*
Construction Estimating Using Excel
(Peterson MBA PE, Steven)
432 page book
## Pros
* Lots of attractively formatted formulas for costs and quantities
### Notable Inclusions
* Lots of references
* Review questions/problems
* Detailed cost of ownership and operation of heavy equipment
* Bracketed percent calculation (bond premium)
* Glossary of terms
## Cons
* Intimidatingly long
* Teaches suboptimal excel practice
* Print-antagonistic
* Heavy use of highlighter-blue for text, unnecessary backgrounds, and coloring entire pages
* Uses a full width portion of the cover image at every chapter header
### Notable Exclusions
* Any significant detail on indirect/overhead/general expense costs
* All lumped into the 6 page Chapter 25 - Markups
## Target audience
* Construction project managers with no prior experience estimating or using excel
@@ -0,0 +1,35 @@
---
id: electrical-estimating-methods
aliases: []
tags:
- media-commentary
---
# *Electrical Estimating Methods*
Electrical Estimating Methods, Fourth Edition
(Wayne J. Del Pico)
264 page book
## Pros
* Clear and condensed prose
* Lots of philosophy
* Practical attitude
* Includes an appendix of common symbols and abbreviations
## Cons
* Some confusing non-electrical considerations/tangents (lap)
* Doesn't acknowledge lack of standardization of certain terms
(direct/indirect only, no incidental)
## Best Suited For
* Study by estimators in training
* Reference by estimating teams looking to standardize procedures and terminology
## Overall
* Incredible book, I would love to have a copy
@@ -0,0 +1,47 @@
---
id: electrical-estimators-manual
aliases: []
tags:
- media-commentary
---
# *Electrical Estimators Manual*
Electrical Estimators Manual:
How to Estimate Electrical Construction Projects Including Everyday Labor Installation Rates
(William Penn)
199 page book
## Pros
* Intelligent prose where present
* Condensed
* Notable Inclusions
* Labor hours
* Unit conversions
* too many, including rare units
* Checklist
* VERY brief
* Sample forms for small-scale manual estimation
## Cons
* No mention of certain fundamental topics:
* Expenses
* Indirect labor
* Overhead
* Purely instruction, no philosophy
* Avoids addressing complications
## Best Suited For
* General info for electricians with no prior estimating experience
* Use as a manual for very small outfits
## Overall
* Really more of a labor units manual than an estimating manual
@@ -0,0 +1,39 @@
---
id: mike-holts-illustrated-guide-to-electrical-estimating
aliases: []
tags:
- media-commentary
---
# *Mike Holt's Illustrated Guide to Electrical Estimating*
Holt, C. M. (2023). Mike Holt's Illustrated Guide to Electrical Estimating. Mike Holt Enterprises, Inc
234 page textbook
## Pros
* Attractive design
* Detailed color illustrations
* Compelling topic organization and progression
## Cons
* No mention of RFQ process
* Many/most topics are grossly oversimplified
* Tone is undeservedly authoritative and principled,
refusing to acknowledge the questions of complexity
that the content itself begs
> "Never make assumptions"
> What happens when RFI's go unanswered?
## Best Suited For
* Electricians with no prior estimating experience and no real need of detail
## Overall
This book is far too large in scope to lack the detail it does. The curriculum
is clearly designed for those unlikely to need or understand its topics
@@ -0,0 +1,113 @@
---
id: the-failure-of-risk-management
aliases: []
tags:
- media-commentary
---
# *The Failure of Risk Management*
The Failure of Risk Management
(Why It's Broken and How to Fix It)
by Douglas W. Hubbard
## Key Takeaways
### Qualitative Metrics Must Be Avoided
Qualitative risk analysis
(i.e. risk matrices, scoring charts)
departs from legitimate statistical methodology
and has no robust evidence to suggest its efficacy.
There is good reason to believe that such methods
are deleterious to their intended purpose
in contradiction to the common response
that they are "better than nothing".
### Utility as a Measure of Value
Expected Value (Probability × Magnitude)
alone can not predict or inform risky decisions,
except for risk-neutral parties.
People and organizations are risk-averse
...
* [ ] Finish this paragraph. (see chapter 6) 2025-07-04
### Expert Opinion Must Be ~~Adjusted~~
Expert opinion is valuable despite its flaws.
...
The book details the statistically observable tendency for people
to underestimate risk and to be overconfident in their beliefs.
It describes the process of "calibration"
by which people can be trained to compensate for this bias
and make predictions far more accurately.
Experts tend to be good at creating heuristics,
but do not apply them consistently in practice.
> [!example]
> Chapter 7 describes a study where experts
> were shown to estimate risk differently for identical cases.
### Luck Looks Like Skill
> Chapter 7 p.154
Hubbard describes a study which concluded that,
given the number of German pilots and their overall victory/defeat figures,
there was a ~30% chance an individual would achieve The Red Baron's record
_by luck alone_.
He later refers to the tendency to overvalue competence
in the role of achieving improbable accomplishments
as the "Red Baron effect".
### There's Always Enough Data
Hubbard challenges the popular rebuttal
that X industry lacks the data to use quantitative models.
> [!quote] Fallacy of Close Analogy - p.236
> ...the belief that unless two things are identical in every way,
> nothing learned from one can be applied to the other.
## Mentioned Topics and Abbreviations
* Analytic Hierarchy Process (AHP)
* Multi-Attribute Utility Theory (MAUT)
* Actuarial Science
* Options Theory (OT)
* Modern Portfolio Theory (MPT)
* Probabalistic Risk Analysis (PRA)
* Value at Risk (VaR)
* Loss-Exceedance Curve (LEC)
* Risk Tolerance
## Critiques
### _Exsupero Ursus_
> Chapter 9 p.195
Hubbard uses _exsupero ursus_ to describe the tendency of his detractors
to dismiss quantitative methods as inappropriate to their industry-specific risks.
He provides another analogy in which one car is picked of two (ordinary) cars
because the other car can't fly.
Based on this strawman it is clear Hubbard believes his detractors are _correct_
that qualitative methods can not capture the entire nuance of risk probability,
but that they are failing to acknowledge that their preferred alternatives
are not demonstrably more effective at doing so.
The nuance Hubbard dismisses without addressing is the possibility of model _improvement_.
A most competant detractor would be aware of the apparent contradiction
but argue that their methods will eventually surpass quantitative methods
if they are further developed.
Such a position would additionally contextualize Hubbard's observations
that detractors become emotional in their defense.
To them, Hubbards methods represent an attractive short-term gain
excluding a long-term payoff.
Hubbard's dismissal rubs me wrong
because it reads exactly as he describes the "at least we're doing _something_" argument
throughout the book and just pages earlier.