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Trade Alert: February 24, 2026
Bringing a position up to 2/3rd weighting
7 hrs ago
1
1
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
10
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
21
9
Trade Alert: February 11, 2026
Bringing a position up to 2/3rd weight
Feb 11
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
5
1
January 2026
Why Your "Safest" Investments Might Be Your Riskiest
Quality Trap Breakdown
Jan 30
19
3
9
4:51
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