@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
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
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
The 11 business and investing lessons the from the book The Box in tomorrow's email.
Subscribe 👇 to read it
www.incrementalreturns.co
Subscribe 👇 to read it
www.incrementalreturns.co
October 23, 2025 at 6:02 PM
The 11 business and investing lessons the from the book The Box in tomorrow's email.
Subscribe 👇 to read it
www.incrementalreturns.co
Subscribe 👇 to read it
www.incrementalreturns.co
Otis Elevators is the largest player in he $100B elevator industry with 2.4M units that transport 2.4B people daily.
How they built their business moat through service contracts and switching costs.
How they built their business moat through service contracts and switching costs.
October 9, 2025 at 5:01 PM
Otis Elevators is the largest player in he $100B elevator industry with 2.4M units that transport 2.4B people daily.
How they built their business moat through service contracts and switching costs.
How they built their business moat through service contracts and switching costs.
YouTube is quietly becoming an AI monetization powerhouse where every object in every video can be automatically tagged and sold.
https://stratechery.com/2025/the-youtube-tip-of-the-google-spear/
https://stratechery.com/2025/the-youtube-tip-of-the-google-spear/
September 29, 2025 at 5:19 PM
YouTube is quietly becoming an AI monetization powerhouse where every object in every video can be automatically tagged and sold.
https://stratechery.com/2025/the-youtube-tip-of-the-google-spear/
https://stratechery.com/2025/the-youtube-tip-of-the-google-spear/
In 1933, a tsunami destroyed the Japanese city of Miyako, killing 42% of its population.
Ancient stone markers warned: "Do not build below this point."
They were ignored.
The same psychological biases that caused this tragedy are destroying your investment portfolio.
Ancient stone markers warned: "Do not build below this point."
They were ignored.
The same psychological biases that caused this tragedy are destroying your investment portfolio.
September 25, 2025 at 5:02 PM
In 1933, a tsunami destroyed the Japanese city of Miyako, killing 42% of its population.
Ancient stone markers warned: "Do not build below this point."
They were ignored.
The same psychological biases that caused this tragedy are destroying your investment portfolio.
Ancient stone markers warned: "Do not build below this point."
They were ignored.
The same psychological biases that caused this tragedy are destroying your investment portfolio.
Newest portfolio addition!
https://www.incrementalreturns.co/p/spreadsheet-chaos-to-financial-clarity
https://www.incrementalreturns.co/p/spreadsheet-chaos-to-financial-clarity
September 25, 2025 at 4:31 PM
Newest portfolio addition!
https://www.incrementalreturns.co/p/spreadsheet-chaos-to-financial-clarity
https://www.incrementalreturns.co/p/spreadsheet-chaos-to-financial-clarity
Costco conquered Japan by strategically adapting to local space constraints with multi-level stores, balancing American products with Japanese preferences, and maintaining core warehouse principles.
https://www.readtrung.com/p/how-costco-won-in-japan
https://www.readtrung.com/p/how-costco-won-in-japan
September 15, 2025 at 5:03 PM
Costco conquered Japan by strategically adapting to local space constraints with multi-level stores, balancing American products with Japanese preferences, and maintaining core warehouse principles.
https://www.readtrung.com/p/how-costco-won-in-japan
https://www.readtrung.com/p/how-costco-won-in-japan
Why do we keep repeating financial mistakes despite clear warning signs?
Tomorrow I'll reveal how the same psychological biases that caused Japanese villages to rebuild below tsunami markers also lead to devastating investment losses.
Subscribe here to get it
http://www.incrementalreturns.co
Tomorrow I'll reveal how the same psychological biases that caused Japanese villages to rebuild below tsunami markers also lead to devastating investment losses.
Subscribe here to get it
http://www.incrementalreturns.co
September 4, 2025 at 5:22 PM
Why do we keep repeating financial mistakes despite clear warning signs?
Tomorrow I'll reveal how the same psychological biases that caused Japanese villages to rebuild below tsunami markers also lead to devastating investment losses.
Subscribe here to get it
http://www.incrementalreturns.co
Tomorrow I'll reveal how the same psychological biases that caused Japanese villages to rebuild below tsunami markers also lead to devastating investment losses.
Subscribe here to get it
http://www.incrementalreturns.co
Value investors when their value stocks keep valuing
August 15, 2025 at 5:01 PM
Value investors when their value stocks keep valuing
MAR leverages its brand to create 3 other competitive advantages
✔️ barriers to entry
✔️ switching costs
✔️ network effects.
✔️ barriers to entry
✔️ switching costs
✔️ network effects.
July 10, 2025 at 5:01 PM
MAR leverages its brand to create 3 other competitive advantages
✔️ barriers to entry
✔️ switching costs
✔️ network effects.
✔️ barriers to entry
✔️ switching costs
✔️ network effects.
Initial thoughts & questions on FICO, Pulte, & Vantage Scoring
July 8, 2025 at 9:56 PM
Initial thoughts & questions on FICO, Pulte, & Vantage Scoring
4 key drivers of Uber's future growth:
- Won the ride-hail wars (76% US market share, 35% globally)
- Network effects create massive operating leverage
- Asset-light with expanding ROIC
- Strategic AV partnerships
- Won the ride-hail wars (76% US market share, 35% globally)
- Network effects create massive operating leverage
- Asset-light with expanding ROIC
- Strategic AV partnerships
July 8, 2025 at 4:02 PM
4 key drivers of Uber's future growth:
- Won the ride-hail wars (76% US market share, 35% globally)
- Network effects create massive operating leverage
- Asset-light with expanding ROIC
- Strategic AV partnerships
- Won the ride-hail wars (76% US market share, 35% globally)
- Network effects create massive operating leverage
- Asset-light with expanding ROIC
- Strategic AV partnerships
