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Incremental Insights #76
The best of what I read, listened to, and watched during the week
Dec 14
1
1
The Toll Booth on Innovation That Big Tech Can't Avoid
Another company in an oligopolistic industry with immense switching costs and high barriers to entry whose customers can't build their products without…
Dec 11
11
1
6
Trade Alert: December 8, 2025
Taking a Position to a 2/3rd Weight
Dec 8
4
Incremental insights #75
The best of what I read, listened to, and watched during the week
Dec 7
16
3
2
What Makes Luxury Brands Hard to Disrupt
Why luxury brands like LVMH and Hermès are impossible to disrupt. How history, social signals, and cultural moats protect them.
Dec 4
22
1
9
November 2025
Incremental Insights #74
The best of what I read, listened to, and watched during the week.
Nov 30
1
Incremental Insights #73
The best of what I read, listened to, and watched during the week
Nov 23
6
3
Why Terry Smith & Fundsmith Bought Manhattan Associates
Why Fundsmith invested in Manhattan Associates using Terry Smith's quality investing checklist: high ROCE, intangible assets, and strong FCF growth.
Nov 20
19
1
6
Incremental Insights #72
The best of what I read, listened to, and watched during the week
Nov 16
10
2
ROIC Growers: November 13, 2025
With a quick Look at another company with a hidden monopoly
Nov 13
21
1
9
Incremental Insights #71
The best of what I read, listened to, and watched during the week
Nov 9
3
1
Incremental Insights #70
The best of what I read, listened to, and watched during the week
Nov 2
6
2
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