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Incremental Insights #108
The best of what I read, listened to, and watched during the week.
39 mins ago
1
Intuit’s Underlying Thesis Has Changed
What QuickBooks two new price tiers, Lite & Free, says about low-end disruption.
Sep 11
6
6
Incremental Insights #107
The best of what I read, listened to, and watched during the week
Sep 6
3
1
August 2026
Incremental Insights #106
The best of what I read, listened to, and watched during the week.
Aug 23
4
1
The Asset No AI Model Can Scrape
Three-quarters of it was never published anywhere and it took forty years to build.
Aug 15
4
1
Incremental Insights #105
The best fo what I read, listened to, and watched during the week.
Aug 2
4
July 2026
Incremental Insights #104
The best of what I read, listened to, and watched
Jul 19
1
1
Does Anthropic Have an Economic Moat?
Switching costs, barriers to entry, network effects run against a $965 billion valuation.
Jul 17
12
2
7
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
14
6
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
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