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What Makes Luxury Brands Hard to Disrupt
Why luxury brands like LVMH and Hermès are impossible to disrupt. How history, social signals, and cultural moats protect them.
20 hrs ago
1
1
November 2025
Incremental Insights #74
The best of what I read, listened to, and watched during the week.
Nov 30
1
Incremental Insights #73
The best of what I read, listened to, and watched during the week
Nov 23
6
3
Why Terry Smith & Fundsmith Bought Manhattan Associates
Why Fundsmith invested in Manhattan Associates using Terry Smith's quality investing checklist: high ROCE, intangible assets, and strong FCF growth.
Nov 20
19
1
6
Incremental Insights #72
The best of what I read, listened to, and watched during the week
Nov 16
10
2
ROIC Growers: November 13, 2025
With a quick Look at another company with a hidden monopoly
Nov 13
21
1
9
Incremental Insights #71
The best of what I read, listened to, and watched during the week
Nov 9
3
1
Incremental Insights #70
The best of what I read, listened to, and watched during the week
Nov 2
6
2
The Invisible Monopoly in Every Commercial Jet
The overlooked component that airlines can't replace and why decades of locked-in revenue flow from a single $1M part.
Nov 1
22
10
October 2025
Incremental Insights #69
The best of what I read, listened to, and watched during the week
Oct 26
9
4
How a Simple Box Revolutionized Global Trade: Lessons in Innovation and Disruption
At first glance, The Box is the history of the shipping container.
Oct 24
31
16
Incremental Insights #68
The best of what I read, listened to, and watched during the week
Oct 19
7
3
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