Incremental Insights #72
The best of what I read, listened to, and watched during the week
Warren Buffett’s Last Letter
Kind of.
It sounds like he will write an annual and more personal Thanksgiving letter instead of Berkshire’s annual shareholder letter.
I’m happy to say I feel better about the second half of my life than the first. My advice: Don’t beat yourself up over past mistakes – learn at least a little from them and move on. It is never too late to improve.
Coatue’s Public Market Update October 2025
Coatue’s take on the AI bubble and current valuations.
Dumb Money Triumphant
When retail investors outperform the market, it’s often a warning sign.
Your Time Isn’t Worth Shit
We don’t need to maximize every minute of every day. Sometimes we need putzing around time to help us think. For investors, the constant need to feel active can be very detrimental to their returns.
Colin King on NCR Atleos, Aumovio, and Soltice
The opportunities in three recent spin-offs.