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Trade Alert: February 11, 2026
Bringing a position up to 2/3rd weight
23 hrs ago
2
Incremental Insights #84
The best of what I read, listened to, and watched during the week
Feb 8
3
2
1
The SaaS Hierarchy: Why Some Software Is Irreplaceable (And Some Isn't)
A framework for categorizing SaaS companies by defensibility & survivability
Feb 7
16
8
800 Makes: What Kobe Bryant Teaches Us About Process-Oriented Investing
At 4:15 AM in Las Vegas, a phone rang in athletic trainer Rob’s hotel room.
Feb 5
15
1
8
Trade Alert: February 4, 2026
Brining a position up to 2/3rd weight
Feb 4
3
1
Incremental Insights #83
The best of what I read, listened to, and watched during the week
Feb 1
4
1
January 2026
Why Your "Safest" Investments Might Be Your Riskiest
Quality Trap Breakdown
Jan 30
18
3
9
4:51
Incremental Insights #82
The best of what I read, listened to, and watched during the week
Jan 25
4
2
The Exchange Empire
Four Competitive Advantages That Built CME Group's Economic Moat
Jan 22
16
1
7
Incremental Insights #81
The best of what I read, listened to, and acted during the week
Jan 18
8
2
The 5 CEO Traits That Separate Wealth Creators from Value Destroyers
I’m sure you’re aware of the Buffett quote,
Jan 15
23
15
Trade Alert: January 14, 2025
Bringing a position up to 2/3rd Weight
Jan 14
4
2
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