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Invert, Always Invert
The screen that caught Carvana, Wayfair, and Roku before they collapsed and what it's flagging today.
May 8
5
3
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
11
6
April 2026
Incremental Returns #95
The best of what I read, listened to, and watched during the week
Apr 26
5
2
Incremental Insights #94
The best of what I read, listened to, and watched during the week
Apr 19
1
A Fading Morningstar (MORN)?
Is Morningstar a quality trap or a sentiment driven mispriced high-returning business.
Apr 17
9
8
Incremental Insights #93
The best of what I read, listened to, and watched during the week
Apr 12
3
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.
Apr 9
14
5
Incremental Insights #92
The best of what I read, listened to, and watched during the week
Apr 5
3
Tokenized Stocks Are Coming. ICE Wants the Toll Booth.
The exchange operator is positioning to capture fees, clearing, and data in the next market upgrade.
Apr 2
9
4
March 2026
Incremental Insights #91
The best of what I read, listened to, and watched during the week
Mar 29
1
The Quiet Tollbooth at the Center of Global Travel
A two-sided network with switching costs, data leverage, and margins that keep climbing.
Mar 27
16
7
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