Incremental Insights #76
The best of what I read, listened to, and watched during the week
Patience Pays: Why Quality Shares Outperform in the Long Run
Quality stocks (high ROE, stable earnings, low debt) consistently outperform broader markets and growth stocks over 10+ year periods, despite short-term volatility.
Where To? The Story of Uber
How Uber went from burning billions and dodging regulators to becoming a profitable, dual-platform giant generating billions in free cash flow.
Why the AI Spending Spree Could Spell Trouble for Investors
Big Tech’s $5.2T AI spending spree mirrors past infrastructure booms (railroads, dot-com) where builders suffered while users thrived. History shows: companies aggressively growing assets underperform by 8.4% annually.
If Books Could Kill: Elon Musk
It’s always good when a biography starts out with a lie.