Incremental Insights #26

The best finance related content I read, watched, or listened to during the week

How to Hunt for 100 Baggers, an Investment Checklist

Want to find the next 100X stock?

A checklist from studying past 100 baggers to help you in your hunt.

• High sales growth + margins

• Strong ROE/ROIC metrics

• Sound capital allocation

Improving Investing Outcomes by Minimizing Investor Bias

Do you think you're making rational investment decisions? Your brain might be playing tricks on you.

New research from Vanguard reveals 3 cognitive biases that could sabotage your returns - and how to overcome them.

Learning from Simpson Manufacturing's Barclay Simpson

How a simple request to bend metal strips turned into a $17B construction empire.

The incredible story of Barclay Simpson and Simpson Strong-Tie shows how obsessive focus on quality, engineering excellence, and putting customers first can build an enduring competitive advantage.

The Argentinian DOGE (podcast)

If you want to know what Elon Musk and D.O.G.E, are trying to do then you need to look at the Argentinian model they are trying to copy.

The big question is will it actually unlock the economy to the benefit of everyone or will it only help the select few who don’t want rules hampering their ambitions?

The Invention that Accidentally Made McMansions

The small invention that made building homes faster and more profitable is probably why large publicly traded home builders exist.