Incremental Insights #4
Active Value Investing: Avoiding Value Traps
Avoiding value traps provides a boost to long-term returns. Applying quality and momentum filters helps investors avoid the dreaded value trap.
Terry Smith: why I stuck with Meta and what I think of the company now
A 5-minute video on why Terry Smith and Fundsmith stayed with Meta during the downturn and what they think of the company going forward.
Semiconductors: A Less Cyclical Future
Semiconductors have become a key component in many industrial applications which is changing its future from cyclical growth to secular growth.
Turns Out Sports Gambling Was a Gateway Drug
Sports betting is a customer acquisition channel to then upsell into online gambling.
The Dangerous Wild West of Online Gambling
A deeper dive into the economics of online gambling and why Draft Kings and Fanduel have moved aggressively from sports betting to online casino games. That 1-2% house edge is probably their only path to profitability.
