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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
8
2
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
9
6
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
8
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
Incremental Insights #98
The best of what I read, listened to, and watched during the week
May 17
2
The Paychex (PAYX) Bear Case
AI disruption, payroll competition, a jobs index below 100, and falling float income
May 15
11
8
Incremental Insights #97
The best of what I read, listened to, and watched during the week.
May 10
3
Invert, Always Invert
The screen that caught Carvana, Wayfair, and Roku before they collapsed and what it's flagging today.
May 8
13
9
Incremental Insights #96
The best of what I read, listened to, and watched during the week
May 3
3
1
When the Workflow Forces Adoption
A vertical SaaS company most investors are mispricing as a generic AI casualty with 95% gross revenue retention in one of the most underdigitized…
May 1
12
6
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