Incremental Insights #17

The Likeliest Outcomes from the Google Antitrust Trial

Is Google's search dominance finally cracking? A federal judge ruled against the tech giant, and now the DOJ is proposing remedies that could reshape the internet landscape. From potential breakups to data sharing, the outcomes of this antitrust trial could have far-reaching consequences for Google and its competitors.

7 Lessons from Ralph Wagner

Ralph Wanger, a legendary small-cap investor, beat the S&P 500 by 4% annually for three decades. The seven key lessons from Wanger's playbook, including his unique "zebra among lions" approach. that helped him achieve his success.

Roblox: Inflated Key Metrics For Wall Street And A Pedophile Hellscape For Kids

Hindenburg research is out with another damaging report this time it's about Roblox and how child predators are using their platform to exploit kids. And how management seems top be OK with it because it helps them report higher user growth which keeps the stock of their perpetual money-losing company high.

ASML: Architecting Earth's Most Complex Machines

From underdog to industry titan: ASML's journey is a testament to perseverance and innovation. This Dutch company, once dismissed as a failure, now dominates the advanced chip manufacturing equipment market with its revolutionary EUV lithography technology. Discover how ASML's complex machines, each requiring seven Boeing 747s for transport, are shaping the future of computing and AI.

Copart: Building a Deep Moat Business from Junkyards and Wrecked Cars (Podcast)

How a junkyard became the moat-iest company out there with strong network effects and high barriers to entry.

Investigating Private Equity's "Company Killer" Strategy

Why asset stripping caused two companies to fail and pushed one to a higher level of success?

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