Incremental Insights #24
Pub Landlord
A look at the UK pub industry through the acquisition and renovation of an 18th-century coaching inn into a successful modern country pub and its eventual downfall.
Airbnb Deep Dive
How a desperate attempt to pay rent turned into a $78 billion company.
Airbnb's journey from renting air mattresses during a design conference to becoming a global hospitality giant.
Three reasons why investors are brushing off Trump’s tariff threats
Why markets aren't panicking over Trump's latest tariff threats.
Despite warnings of 25% tariffs on Canadian and Mexican imports and 10% on China, investors remain surprisingly calm.
Growth and Profitability (Grant’s Current Yield Podcast)
Dev Kantesaria joined Jim Grant and Evan Lorenz to talk about his concentrated style of quality investing, AI and its implication on his positions, and why he owns ASML.
"We wanted a predictable way to participate in AI... But we wanted the most predictable way to participate in AI and we felt that was ASML. Because at the end of the day, the chip demand that will be needed to power the service for AI, all of that has to flow through ASML."