Incremental Insights #49
A weekly collection of investment and business related content from across the web
So-Fried - The Last Bear Standing
The “bank disruptor” turned bank is increasing its exposure to riskier consumer loans and using aggressive accounting practices to boost earnings. What happens when the credit cycle turns?
UBER: Distribution is The King
Uber's dominance isn't about rides, it's about mastering distribution. From a premium taxi service to a sophisticated platform handling 100M+ daily requests, Uber's network effects create an unbeatable moat. Even robo-taxis won't disrupt it.
Don't Make Google Sell Chrome
Chrome's success stems from technical excellence and market-driven competition, not monopolistic practices. While Google's ad market practices need to be addressed, forcing Chrome's sale would harm the web ecosystem's development.
Texas Pacific Land Corporation: The Riches of Royalties
Chad Garcia, lead portfolio manager of the Ave Maria Growth Focused Fund and co-portfolio manager of the Ave Maria Growth Fund, breaks down the history of TPL and its future.