Incremental Economics teaches long-term investors about the most powerful frameworks employed by professional money managers. Subscribe to learn about these frameworks, from network effects and scale economies shared to capital allocation and unit economics.
If you’re the kind of person that loves learning about mental models and seeing them applied to specific businesses, then you’ll love this blog.
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From 2016 to 2021 I worked at a $10bn endowment fund, where my job was to research and allocate capital to the best investors in the world (primarily hedge fund and mutual fund managers, but also private equity and venture capital managers). This website encapsulates the best of what I learned from those investors, along with a few other tricks I picked up along the way.
You will likely have heard of many of these frameworks (such as network effects), while other frameworks (such as Network Health and The Seven Deadly Sins) may be new to you. My post on scale economies shared is the top search result on Google for that search term, and has been viewed by thousands of individuals.
The most popular Incremental Economics posts are:
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