Incremental Insights #26

Dec 22, 2024

How "pod shop" hedge funds achieve their edge: systematic allocation to short-term alpha generators + advanced risk models.

Can you create your own pod shop using publicly traded funds and simple risk models?

Did you know the London Underground has its own species of mosquito? Or that Ozempic comes from Gila monster venom?

A wide-ranging collection of facts and observations from 2024, covering technology, culture, and society.

What's the secret behind Costco's incredible 174X return since IPO?

A relentless focus on customer value, superior capital efficiency (28-day inventory turnover!), and a membership model that keeps getting stronger.

Is Fair Isaac (FICO) the perfect business with its network effects, government-approved monopoly, and pricing power?

A look at Crumbl’s potential long-term success by looking at past comfort food trends like Cupcakes, Frozen Yogurt, & Mall based cookie shops.