Incremental Insights #46
Buffett and the Successor’s Curse
Buffett’s legacy and the tough position Greg Abel is in.
Rarely has a man been so quoted and so rarely followed, except maybe Christ and Mohammed.
What a great opening line.
Decoding ROIC
How can Costco and Brown Forman have near identical ROICs but with vastly different growth rates and business models?
Seth Klarman’s 10 Golden Rules for Smarter, Safer Investing
Seth’s 10 core principles to protect your capital from loss and improve your investing success.
Renaissance Technologies
Like everyone else in the investing I know about RenTech but I never knew its full history. I really enjoyed this episode from Acquired diving into its history and how it came to dominate the markets.