Incremental Insights #43
A weekly collection of investing and business related content
What's up with Ulta?
With Ulta Beauty's stock plummeting 40% from its 2024 peak, the beauty retailer's struggles highlight how Sephora's aggressive expansion through 1,000 Kohl's stores has dramatically shifted the competitive landscape and led to CEO David Kimbell’s departure.
How Trump Can Cause a Cargo Crunch
With over 38% of all container ships built in China, Trump's proposed $1.5 million port fee for Chinese-built vessels could create significant supply chain disruptions, potentially clogging major ports while disadvantaging smaller ones.
TSMC - The Leading Edge Semiconductor Monopoly
TSMC, consuming a staggering 7-10% of Taiwan's total power, dominates the leading-edge semiconductor manufacturing landscape through its laser focus on manufacturing excellence, strong customer relationships, and regional talent advantages.
How the company's strategic pivot towards AI-driven High Performance Computing (now its largest segment) is fueling its growth and how it is trying to mitigate its country concentration risk.
What an American Stove Maker Wants You to Know About US Manufacturing
Sam D'Amico, the founder and CEO of California-based Impulse Labs, talks with Oddlots about what the tariffs mean for his business and how NIMBYism is the biggest impediment to increasing U.S. manufacturing.