Incremental Insights #38
Never Root For a Recession
A 5% drop in early-career earnings during a recession can slash lifetime savings by $100k-$200k. Never root for a market crash.
“Recessions aren’t opportunities to celebrate, they’re challenges to overcome.”
Why Unit Economics Matter When Searching for Multi-Baggers
Want to spot the next 100-bagger? Master unit economics! A single store/subscription can reveal more about scalability than traditional financial metrics.
Evolution AB Investment Thesis Statement
With a staggering 75-80% global market share in B2B live casino solutions and 64% operating margins despite headwinds, Evolution AB trades at just 12.5x PE. A sleeping giant in the gaming industry with 15% YoY growth and strong FCF yield of 8.25%.
15 Visual Investing Lessons
15 visual lessons on why focusing on high ROIC companies, organic sales growth, and founder-led businesses is your path to long-term wealth building.
Trump's NIH Cuts Send Shockwaves Through the Science World
I worked in neuroscience labs and cancer research labs all through college and for a few years afterwards but I didn't know the economics behind them. Only knew that our Principal Investigator spent a lot of time writing grant proposals.
Gila is pronounced Hee-la. It’s Spanish.