Incremental Insights #15

Hermès: Capitalizing On Heritage

Hermès' 187-year heritage as a family-owned artisanal luxury brand gives it unparalleled authenticity and exclusivity. This legacy allows Hermès to maintain the highest quality standards, limited production, and a timeless appeal that newer luxury brands simply cannot replicate, solidifying its position as the best in the industry.

Is Airbnb Losing Its Edge?

Is Airbnb's reign over? Stock drops 13.7% amid fierce competition and regulatory hurdles. Q2 2024 sees slowing growth, shrinking margins, and rivals gaining ground. From NYC to Barcelona, new rules squeeze listings. Are hotels making a comeback?

Baking a Family Fortune: The Rise of Lotus Bakeries

Lotus Bakeries' success stems from family ownership enabling long-term vision, unwavering commitment to quality, and strategic global expansion of their iconic Biscoff brand, resulting in consistent growth and market leadership.

The Power Law Investing Podcast - McDonald’s

How McDonald’s is much more a world-class real estate business than a burger joint – it has generated 2,827% returns (compounded annual returns of 17%) over 16 years

The Most Interesting Investor Who Ever Lived

Incremental Insights #22

Cash! Is Warren Buffett bracing for a market downturn? Berkshire Hathaway's cash reserves have swelled to over $300 billion, sparking widespread speculation. However, this massive cash pile might not be purely bearish positioning. Instead, it's likely a consequence of Buffett's extraordinarily successful Apple investment.

Why Chris Hohn & TCI Own GE Aerospace

Chris Hohn runs the multi-billion dollar hedge fund The Children's Investment Fund (TCI). As of 2022, the fund generated annualized returns of over 18%. In 2023, TCI's return soared to 32.7%. TCI achieves these impressive returns by focusing on a select few great businesses with

Incremental Insights #21

The Ten Best Companies in the World From Visa's global dominance to Hermès' luxury legacy, the 10 powerhouse companies reshaping the business landscape and what makes them the 10 best global companies. Pricing Power Everywhere Companies with pricing power have significantly outperformed the broad market over long

From MTV to Mammograms: Unexpected Lessons in Risk Management

In 2020, former MTV VJ Ananda Lewis announced that she had stage 3 breast cancer. She discovered the tumor during a self-examination not through a regularly scheduled mammogram. She revealed after her diagnosis that she had actively avoided mammograms, despite having a family history of breast cancer. Her reason? She