Archive - Incremental Returns

Incremental Insights #59

A weekly collection of business and investing related content

Aug 17

10 Undervalued Companies with Network Effects

These are the companies with network effects that are trading at attractive prices based on a cursory estimate of their fair value, and are also not…

Aug 15

Trade Alert: August 13, 2025

Bringing a position up to a full weight

Aug 13

Incremental Insights #58

A weekly collection of investing and business related content

Aug 10

Stop Catching Falling Knives

Simple rules to help avoid large losses

Aug 8

Incremental Insights #57

A weekly collection of mostly investment and business related content

Aug 3

An 815% Price Increase and Nobody Blinked: Inside the Ultimate Pricing Power

How a simple three-digit number quietly controls trillions in lending decisions and created one of the most profitable businesses.

Aug 1

July 2025

Portfolio Update: July 28, 2025

A position update and 3 buy up to price changes

Jul 28

Incremental Insights #56

A weekly collection of mostly investment and business related content

Jul 27

Trade Alert: July 24, 2025

Bringing a position up to full weight

Jul 24

Incremental Insights #55

A weekly collection of mostly invested related content

Jul 20

Incremental Insights #54

A weekly collection of mostly investment related content

Jul 13

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