Incremental Insights #41
A weekly collection of investing related links
Apple Innovation and Execution
With 80% of Apple's revenue tied to iPhone (50% direct sales + 30% upsells), the tech giant faces a pivotal moment.
With new Siri features delayed to 2025-27 and Vision Pro's tepid launch raising questions: Has Apple lost its legendary execution magic?
5 Steps to Accelerate Your Stock Research with Perplexity AI
How Perplexity AI can cut your research time in half and help you “turn over more rocks”.
Stagflationary Risks Will Slow the Fed Down
The Fed's uncertainty index for forecasts is at its highest unbalanced level since 2007.
With new 25% tariffs on motor vehicles raising stagflation fears, the Fed's likely to stay cautious on rate cuts. (published before “Liberation Day”)
Why Brad Jacobs is Spending $11 Billion on a Roofing Supply Business
A good primer on the U.S. roofing supply business.
I liken the competitive advantage of supply companies to that of big-name consumer brands, both reduce search costs. Brand names build trust and save shopping time. Similarly, suppliers build trust by offering a comprehensive range of supplies for your jobs. Why waste time shopping with multiple vendors when you can get everything through one supplier?