Incremental Insights #23
Why I Own Domino’s Pizza
Domino's Pizza combines innovative tech, aggressive expansion, and smart capital allocation to deliver impressive growth.
Brain Damage
“Brain damage” stocks are investments that cause significant anxiety and frequent negative surprises, often trading with high volatility. While these investments can be profitable, maintaining too many in a portfolio can be mentally taxing and increase overall investment risk.
Totaled Cars, Pristine Profits
Ever wondered what happens to totaled cars after insurance pays out? Meet Copart, the $40B market leader in salvaged vehicle auctions. With a capital-light model generating huge cash flows and 40% market share, this Purple Heart veteran's creation dominates a fascinating niche.
Consolidated Learnings from Upslope Capital
A collection of every important investing lessons learned by George Livadas of Upslope Capital.
Visa’s Hidden Tax on Americans
A look into the DOJ arguments against Visa and how it is violating the Sherman Anti-Trust Law.
While Americans rely on debit transactions for the necessities of life, most are unaware of the networks that drive those transactions, nor are they aware that one company, Visa, has monopolized debit transactions, penalized industry participants that seek to use alternative debit networks, and co-opted innovators, technology companies, and financial institutions to forestall or snuff out threats to Visa's debit network dominance.
