@www.incrementalreturns.co
Another concentrated high-quality investment portfolio.
https://incrementalreturns.co
https://incrementalreturns.co
$FICO Catalysts & Risks
November 11, 2025 at 7:48 PM
$FICO Catalysts & Risks
Equipment leasing gone wrong, where even chickens became financial instruments.
Utah’s First Brands whale even leased the office furniture
A non-bank lender with the motto ‘been there, leased that’ finds out
www.ft.com
November 11, 2025 at 4:03 PM
Equipment leasing gone wrong, where even chickens became financial instruments.
Reposted
The Louvre has announced that they are opening a new wing just to house this tweet.
November 10, 2025 at 9:32 PM
The Louvre has announced that they are opening a new wing just to house this tweet.
The seven key lessons from Charlie Munger to help make you a better investor and person.
7 Lessons Charlie Munger Taught Me About Life and Investing
Reflections from a man who turned curiosity into a philosophy
jimmysjournal.substack.com
November 10, 2025 at 4:02 PM
The seven key lessons from Charlie Munger to help make you a better investor and person.
Incremental insights #71
✅ 7 lessons on investing & life from Charlie Munger
✅ Is the Las Vegas Sphere a bust?
✅ First Brands & equipment leasing gone wrong
✅ 7 lessons on investing & life from Charlie Munger
✅ Is the Las Vegas Sphere a bust?
✅ First Brands & equipment leasing gone wrong
Incremental Insights #71
The best of what I read, listened to, and watched during the week
open.substack.com
November 9, 2025 at 6:02 PM
Incremental insights #71
✅ 7 lessons on investing & life from Charlie Munger
✅ Is the Las Vegas Sphere a bust?
✅ First Brands & equipment leasing gone wrong
✅ 7 lessons on investing & life from Charlie Munger
✅ Is the Las Vegas Sphere a bust?
✅ First Brands & equipment leasing gone wrong
Reposted
I love that the Boston cop slide never got fixed and now people just willingly go down it in tribute. It’s basically a national landmark at this point
November 8, 2025 at 6:15 AM
I love that the Boston cop slide never got fixed and now people just willingly go down it in tribute. It’s basically a national landmark at this point
Fiserv's Lone Bear: 26-Year-Old Analyst Explains His Call Before Huge Selloff
And the company he really likes.
And the company he really likes.
Fiserv's Shares Drop 44% and this Analyst was right with his call
Dominic Ball, an analyst at Rothschild & Co Redburn, is the only analyst with a sell rating on Fiserv Inc. On Wednesday, the fintech firm slashed its full-ye...
youtu.be
November 7, 2025 at 4:03 PM
Fiserv's Lone Bear: 26-Year-Old Analyst Explains His Call Before Huge Selloff
And the company he really likes.
And the company he really likes.
The turnaround happening at Owens & Minors $OMI
DV Capital | Owens & Minor | Revival in the Making
Owens & Minor is dumping its low-margin business, going lean, and setting up for a massive run investors aren’t ready for.
deepvaluecapitalbykyler.substack.com
November 6, 2025 at 5:53 PM
The turnaround happening at Owens & Minors $OMI
Invert, always invert
7 Lessons Charlie Munger Taught Me About Life and Investing
Reflections from a man who turned curiosity into a philosophy
jimmysjournal.substack.com
November 6, 2025 at 4:29 PM
Invert, always invert
Howard Johnson’s, McDonalds, and KFC exploded in growth alongside the U.S. Interstate growth but why did McDonald’s and KFC survive and Howard Johnson’s fade away?
https://www.preferredsharespodcast.com/p/chain-restaurants-and-the-interstate
https://www.preferredsharespodcast.com/p/chain-restaurants-and-the-interstate
November 6, 2025 at 4:04 PM
Howard Johnson’s, McDonalds, and KFC exploded in growth alongside the U.S. Interstate growth but why did McDonald’s and KFC survive and Howard Johnson’s fade away?
https://www.preferredsharespodcast.com/p/chain-restaurants-and-the-interstate
https://www.preferredsharespodcast.com/p/chain-restaurants-and-the-interstate
Reposted
Alright Dave Portnoy and Bill Ackman time to leave New York City and never return like you promised
November 5, 2025 at 2:50 AM
Alright Dave Portnoy and Bill Ackman time to leave New York City and never return like you promised
Most entrepreneurs form an LLC for legal protection.
But they miss the second superpower. Tax flexibility.
Your LLC is a chameleon. The IRS lets you choose how to be taxed.
Choose wisely & save thousands.
But they miss the second superpower. Tax flexibility.
Your LLC is a chameleon. The IRS lets you choose how to be taxed.
Choose wisely & save thousands.
The Tax Classification Secret. How to Make the IRS Treat Your LLC However You Want
Disregarded, partnership, S-Corp, and why choosing wrong can cost you thousands.
whattax.substack.com
November 5, 2025 at 5:05 PM
Most entrepreneurs form an LLC for legal protection.
But they miss the second superpower. Tax flexibility.
Your LLC is a chameleon. The IRS lets you choose how to be taxed.
Choose wisely & save thousands.
But they miss the second superpower. Tax flexibility.
Your LLC is a chameleon. The IRS lets you choose how to be taxed.
Choose wisely & save thousands.
With all the current AI leaders transitioning from capital light to capital intensive businesses, their asset growth is exploding.
Can they buck the historical trend or will they suffer the same fate as previous CAPEX fueled booms?
Can they buck the historical trend or will they suffer the same fate as previous CAPEX fueled booms?
Surviving the AI Capex Boom
Big Tech’s AI buildout is transforming markets. Drawing on the lessons of past capex booms, we offer a playbook for investors.
www.sparklinecapital.com
November 5, 2025 at 4:04 PM
With all the current AI leaders transitioning from capital light to capital intensive businesses, their asset growth is exploding.
Can they buck the historical trend or will they suffer the same fate as previous CAPEX fueled booms?
Can they buck the historical trend or will they suffer the same fate as previous CAPEX fueled booms?
Reposted
Bill Ackman gotta be on the third draft of a tweet longer than Middlemarch right now
November 5, 2025 at 2:52 AM
Bill Ackman gotta be on the third draft of a tweet longer than Middlemarch right now
"These are cash-stuffed companies giving back a small part of their earnings with very little trade-off."
10/25: How We Ended Up Collecting a Mountain of Dividends (5%+)... Without Even Trying
Portfolio Update. New Positions, Dividends and More.
hrmt.substack.com
November 4, 2025 at 7:03 PM
"These are cash-stuffed companies giving back a small part of their earnings with very little trade-off."
What does Fiserv's 40% stock plunge and missteps by past management mean for legacy payment processors vs. modern players like Stripe and Adyen?
Fiserv: The day the music died
A jarring reset by Fiserv casts a long shadow over Legacy Payments
bobhammel.substack.com
November 4, 2025 at 4:03 PM
What does Fiserv's 40% stock plunge and missteps by past management mean for legacy payment processors vs. modern players like Stripe and Adyen?
We all want high-quality businesses with wide economic moats but what we really want are companies with expanding moats.
WCM examines their investments in Spotify and Sea Limited, showing how their focus on moat trajectory helped them identify critical inflection points.
WCM examines their investments in Spotify and Sea Limited, showing how their focus on moat trajectory helped them identify critical inflection points.
WCM Investment Management
WCM is an independent asset management firm that is motivated by a spirit of broad-based employee ownership.
bit.ly
November 3, 2025 at 8:14 PM
We all want high-quality businesses with wide economic moats but what we really want are companies with expanding moats.
WCM examines their investments in Spotify and Sea Limited, showing how their focus on moat trajectory helped them identify critical inflection points.
WCM examines their investments in Spotify and Sea Limited, showing how their focus on moat trajectory helped them identify critical inflection points.
Weekly commodity wrap-up via @contrarianrob88
Commodity Wrap 31/10/2025 - Trick or Treat for Gold and Oil?
FREE Webinar for Contrarian Capitalists on 5th November 2025. Details inside.
contrariancapitalist.substack.com
November 1, 2025 at 2:51 PM
Weekly commodity wrap-up via @contrarianrob88
How a simple policy shift transformed space from government monopoly to a competitive marketplace and the current investment landscape today.
Equity X-Ray: In-Depth Research #26
The New Heavens: An Investor's Bible for the Space Economy
www.gb.capital
October 31, 2025 at 9:08 PM
How a simple policy shift transformed space from government monopoly to a competitive marketplace and the current investment landscape today.
The most powerful investing hack isn't a stock screener, algorithm, or secret indicator.
It's patience.
The financial industry profits from your impatience.
Stop overtrading. Start owning businesses.
It's patience.
The financial industry profits from your impatience.
Stop overtrading. Start owning businesses.
October 31, 2025 at 4:01 PM
The most powerful investing hack isn't a stock screener, algorithm, or secret indicator.
It's patience.
The financial industry profits from your impatience.
Stop overtrading. Start owning businesses.
It's patience.
The financial industry profits from your impatience.
Stop overtrading. Start owning businesses.
11 Business Lessons from The Box
1. Disruption hits hardest in industries with:
- Corruption
- Heavy regulation
- Inefficient labor
1. Disruption hits hardest in industries with:
- Corruption
- Heavy regulation
- Inefficient labor
October 27, 2025 at 5:02 PM
11 Business Lessons from The Box
1. Disruption hits hardest in industries with:
- Corruption
- Heavy regulation
- Inefficient labor
1. Disruption hits hardest in industries with:
- Corruption
- Heavy regulation
- Inefficient labor
11 business lessons from The Box on tech disruption, innovation, and how shipping containers revolutionized global trade and commerce.
How a Simple Box Revolutionized Global Trade: Lessons in Innovation and Disruption
At first glance, The Box is the history of the shipping container.
www.incrementalreturns.co
October 24, 2025 at 5:04 PM
11 business lessons from The Box on tech disruption, innovation, and how shipping containers revolutionized global trade and commerce.
Why smash burgers are everywhere
Why Smashburgers Are Everywhere
Download the CFO's Guide for AI and Machine Learning for FREE at https://netsuite.com/ModernMBAThin, crispy, and seared to order, smashburgers are more than ...
youtu.be
October 24, 2025 at 3:02 PM
Why smash burgers are everywhere