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Incremental Insights #63
The best of what I read, listened to, and watched during the week
Sep 14
3
Elevator Empire: How Otis Dominates the $100B Elevator Industry
How Otis Elevators' service-based business model creates powerful customer lock-in, generating predictable revenue and high returns in the mature…
Sep 11
15
1
Incremental Insights #62
The best of what I read, listened to, and watched during the week.
Sep 7
1
Ancient Warnings, Modern Mistakes: How Our Psychological Biases Lead to Financial Disaster
How the psychological biases that cause us to ignore tsunami warnings also lead to poor investment decisions, and learn practical strategies to protect…
Sep 5
20
August 2025
Incremental Insights #61
A weekly collection of investment and business related content
Aug 31
2
The Digital Railway: Why This Tech Giant's Flywheel Is Just Getting Started
How one company is well-positioned in the buildout of the new digital railways and the rise of AI.
Aug 29
19
Incremental Insights #60
A weekly collection of investment and business related content
Aug 24
6
Incremental Insights #59
A weekly collection of business and investing related content
Aug 17
4
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
16
Trade Alert: August 13, 2025
Bringing a position up to a full weight
Aug 13
5
Incremental Insights #58
A weekly collection of investing and business related content
Aug 10
5
Stop Catching Falling Knives
Simple rules to help avoid large losses
Aug 8
6
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