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Incremental Insights #30
A weekly link collection of mostly investment related topics
The Company Behind The $200M Machine That Powers Your iPhone (And Why It Can't Be Copied)
In the annals of World War II, we often celebrate the generals who led armies into battle.
Incremental Insights #29
The best of what I read, listened to, and watched from the week
5 Types of Switching Costs That Create Unbreakable Customer Loyalty
The 5 types of switching costs that create competitive advantages and learn how to identify companies with durable economic moats for long-term…
Incremental Insights #28
The best finance related content I read, watched, or listened to during the week
Cadence Design Systems: How This Mission-Critical Software Company Dominates Chip Design
Inside the company that's essential to semiconductor innovation and why its competitive advantages are so strong

December 2024

Incremental Insights #26
The best finance related content I read, watched, or listened to during the week
Incremental Insights #26
Persistent Alpha: Lessons from the Pod Shops
10 Essential Lessons from "Quality Investing": A Guide to Long-Term Investment Success
In "Quality Investing: Owning the Best Companies for the Long Term," the authors, drawing from their extensive experience at AKO Capital, present a…
Incremental Insights #25
A weekly collection of the best investment-related content I found.
MSCI: Profiting from the ETF Revolution
MSCI Inc., founded in 1969 as Morgan Stanley Capital International, has evolved from a pioneer in global equity indices to a leading provider of…
Mastering Moat Analysis: How to Identify Strong Companies
One of Warren Buffett’s biggest contributions to the investing world is the concept of durable competitive advantages or economic moats.
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