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Incremental Insights #38
Never Root For a Recession
Network Effects & Switching Costs: The Secret Behind S&P Global's Market Power
Discover how S&P Global maintains its competitive edge through high barriers to entry, powerful network effects, and strong switching costs.
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Incremental Insights #37
A weekly collection of mostly business and investment related content
Beyond DCF: Two Other Ways to Value High-ROIC Companies
Learn how to value high-quality companies like Costco using justified P/E ratios. Explore two methods based on ROIC and competitive advantage periods to…
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Incremental Insights #36
A weekly collection of investment and business related content

February 2025

6 Types of Network Effects Ranked
The hierarchy of network effects in business, from personal utility to social networks. Learn how these powerful moats create lasting competitive…
Incremental Insights #35
A weekly collection of investment and business related content
The Key Lessons from The Art of Execution
Key investment strategies from 'The Art of Execution.' Learn how successful investors manage both winning and losing positions for optimal returns.
Incremental insights #34
A weekly collection of investment and business related links from the week.
Double Play: How This Company Profits from Both Trade Wars and America's Digital Mortgage Revolution
How one company is turning global market chaos and digital transformation into record profits, positioning itself at the intersection of energy trading…
Incremental Insights #33
A collection of mostly investment and business related links from the week
NXP Semiconductors’ Structural Competitive Advantages in a Cyclical Industry
How NXP Semiconductors maintains its competitive edge through specialized knowledge, high switching costs, and quality manufacturing in the…
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