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Two Spin-Offs, and Which Ones I kept
S&P Global's Mobility and Honeywell splits closed this month. Which ones I'm holding, buying, and selling.
Jul 10
10
3
Incremental Insights #103
The best of what I read, listened to, and watched during the week
Jul 5
2
The Other Gold Rush & The Company That Sells The Shovels
Everyone's watching AI. Almost no one noticed the ~80%-recurring toll booth standing in front of nearly every biologic drug — now trading ~30% below…
Jul 2
2
1
June 2026
Incremental Insights #102
The best of what I read, listened to, and watched during the week
Jun 28
3
June 2026: The Charlie Munger 200-Week Moving Average Screen
A simple screen for finding quality stocks at potential bargain prices with an insider-buy filter for timing.
Jun 19
5
Incremental Insights #101
The best of what I read, listened to, and watched during the week.
Jun 14
2
Why Nobody Leaves LPL Financial
$2.4 trillion in assets, a 97% retention rate, and three stacked factors that make switching genuinely expensive.
Jun 12
15
7
Incremental Insights #100
The best of what I read, listened to, and watched during the week
Jun 7
2
Intuit: A Tale of Two Companies
TurboTax Live grew 36%. DIY unit share fell. Mailchimp is being run for cash. Mid Market Grew ~40%
Jun 5
10
8
May 2026
Microsoft: Bull vs Bear
TCI and Egerton see the AI race slipping away. Ackman sees a mispriced fortress. I lay out both sides and where I sit.
May 29
10
10
Incremental Insights #99
The best of what I read, listen to, and watched during the week
May 24
2
Q1 2026 Portfolio Review
May 22
1
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