Incremental Insights #60
A weekly collection of investment and business related content
Amazon's Ambition in Groceries: Part 1
Walmart grew from grocery newcomer to market leader in just 13 years. How Walmart's "experiment" with "unknown profitability" transformed into $276 billion in sales (60% of US revenue) and what lessons does this hold for Amazon's current grocery ambitions?
The Surprising Truth About Dividend Growth Stocks
Why have “quality” dividend growth stocks underperformed the broad market for a decade?
It’s Beginning to Smell a Lot Like Stagflation
With tariffs back at Smoot-Hawley levels and import prices rising despite foreign competition, inflation signs are flashing red. GDP growth is slowing down to "stall speed."
Sick as a Dog: The Cheapness of US Healthcare Stocks, and The Battle Over Publicly Funded Science Research
A great look into all the factors that have been dragging down the US healthcare sector into its lowest relative valuation in 30 years.