Incremental Insights #80
The best of what I read, listened to, and watched during the week
Greg Abel’s Unique Challenge
Greg Abel faces an unprecedented challenge: succeeding Warren Buffett while maintaining Berkshire’s unique culture of trust. He also has to fix underperformers without damaging morale, and deploy $354B in cash. Which could lead to Berkshire paying a dividend.
How to Identify Pricing Power (and Avoid False Signals)
How to find companies with pricing power. The six structural sources that create lasting pricing power and how to spot it in financial statements.
Pure Independence
True independence isn’t just about money, it’s about living life on your own terms.
10 Years of Acquired (with Michael Lewis)
Ben & David turn the tables and analyze why their podcast/business has been so successful and Michael Lewis does a great job making it a conversation versus an interview.