Incremental Returns #48
A weekly collection of investing and business related content from around the web
The Warren Buffett of Europe
Who is the Warren Buffett of Europe? Terry Smith, or does the crown rightfully belong to Chris Hohn of TCI with his 18+ % annualized returns since inception?
Tours & Experiences Primer: Will Airbnb Disrupt the Global Experiences Industry or Flop?
The $265B+ global experiences industry is ripe for disruption with only 13% online penetration. Can Airbnb’s re-vamped Experiences find another S-Curve growth here?
Why Elon Musk’s Tesla Robotaxi Rollout In Austin Could Be A Disaster
With EV sales down 13%, Musk is betting big on launching 20 self-driving taxis in Austin next month. But with a history of Autopilot accidents, no public safety data, and reliance on basic cameras vs competitors' advanced sensors, this rushed rollout could be Tesla's next stumble.
Berkshire After Buffett
What happens to Berkshire Hathaway’s collection of businesses now that Warren is stepping down?
Is Waymo About to Dethrone Uber?
Or will Waymo boost Uber’s network growth, market share, and profits?