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Incremental Insights #89
The best of what I read, listened to, and watched during the week
12 hrs ago
3
The $0.99 “White Flag”: Why VantageScore’s Price Collapse Strengthens FICO
Portfolio Update for Fair Isaac (FICO)
Mar 14
12
9
Incremental Insights #88
The best of what I read, listened to, and watched during the week
Mar 8
1
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
4
1
The Complete AI Guide to Intuit: Where the Disruption Hits First (and Where Intuit Fights Back)
Credit Karma, Mailchimp, TurboTax, and QuickBooks under the microscope.
Mar 2
14
8
Incremental Insights #87
The best of what I read, listened to, and watched during the week
Mar 1
4
1
February 2026
Trade Alert: February 24, 2026
Bringing a position up to 2/3rd weighting
Feb 24
3
2
Incremental Insights #86
The best of what I read, listened to ,and watched during the week
Feb 22
3
2
The Investing Lessons from Quench Your Own Thirst
What Jim Koch and the rise of The Boston Beer Co. can teach us about investing
Feb 19
15
1
11
Incremental Insights #85
The best of what I read, listened to, and watched during the week
Feb 15
6
1
The Bear Case for S&P Global (SPGI)
CapIQ vs DIY Build with AI
Feb 13
22
10
Trade Alert: February 11, 2026
Bringing a position up to 2/3rd weight
Feb 11
2
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