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Incremental Insights #99
The best of what I read, listen to, and watched during the week
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The Invisible Monopoly in Every Commercial Jet
Nov 1, 2025
22
10
The Fintech Giant With an 80% Market Share That's Still Finding Ways to Grow
Sep 25, 2025
24
13
7 Central Nervous System Software Companies
May 8, 2025
22
20
ROIC Growers: November 13, 2025
Nov 13, 2025
21
1
9
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When the Workflow Forces Adoption
A vertical SaaS company most investors are mispricing as a generic AI casualty with 95% gross revenue retention in one of the most underdigitized…
May 1
12
6
The Quiet Tollbooth at the Center of Global Travel
A two-sided network with switching costs, data leverage, and margins that keep climbing.
Mar 27
16
7
The Bottleneck Business That Funnels Two Secular Growth Trends
You don’t need to be original to make a fortune.
Jan 8
18
1
8
Competitive Advantages
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The Paychex (PAYX) Bear Case
AI disruption, payroll competition, a jobs index below 100, and falling float income
May 15
11
8
A Fading Morningstar (MORN)?
Is Morningstar a quality trap or a sentiment driven mispriced high-returning business.
Apr 17
9
8
The Hidden Monopoly in Financial Infrastructure: Broadridge Financial Services (BR)
Every time a shareholder votes a proxy, receives a fund prospectus, or opens a trade confirmation from their broker, there is an overwhelming chance…
Mar 6
5
1
Trade Alerts
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Portfolio Update
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Outstanding Investor Position
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Portfolio Management, Behavioral Biases, Investing Lesson
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