Incremental Insights #35
A weekly collection of investment and business related content
MSCI: Dev Kantesaria Just Bought This Stock. Should You?
Dev Kantesaria of Valley Forge Capital recently opened a position in MSCI.
The company aligns with their investment criteria: highly recurring revenue, strong pricing power, and robust free cash flow growth.
Valley Forge started their position in MSCI in Q4 2004 & my piece on MSCI came out in December 2024. Coincidence 🤔
Companies That are Fixated on Buying Back Stock
A list of twenty companies that consistently buy back their shares like Domino’s Pizza (DPZ), Apple (AAPL), and Fair Isaac (FICO).
Avoiding Confirmation Bias in Investment Decisions: A Value Investor’s Perspective
Your brain isn't just processing info—it's building stories that can cost you a lot of money.
How confirmation bias is secretly sabotaging your investment decisions, and what you can do about it.
Kevin Meets Reality
Social media success doesn't guarantee investment success. Why Meet Kevin shut down his ETF.
One reason is the pressure of managing public money. I get that. While money management isn't life-or-death stressful, it's intense watching your portfolio fluctuate daily and knowing you're responsible for people's hard-earned savings. It's a major responsibility that can wear you down if you don't learn to manage the stress.
Why Michael Lewis is Worried About the Sports Betting Room
we're just beginning to see the social effects, I mean there are studies showing like bankruptcies rise in places where sports gambling is introduced. Savings rates collapse. Well, they will find soon because they found it in England. The suicide rates will go up.
Watch this video by the Modern MBA for more on online sports betting, the economics behind it, and why they’re trying to diversify into traditional gambling.