Invest in Quality | Invest In Assets 📈 | Substack

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Recent posts

🧘Lululemon: From Cultural Icon to Fading Brand

Guidance cuts, fading relevance, and execution risk threaten a brand that once defined the category.

Sep 10 •

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🌍 Quality Compounders in Emerging Markets

How MercadoLibre and SEA prove moats can scale outside the US and Europe.

Sep 6 •

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Quality Growth Portfolio: August Factsheet📈

Hi there, partner!

Sep 5 •

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📝Invest In Quality: Owner's Manual

🧠 Inspired by the imphamys Fundsmith's owner's manual

Aug 31 •

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💎 Doubling Down on a Forever Compounder

🧠 Trimming a position to add to another

Aug 29 •

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💾 Can AMD Become the #2 Powerhouse in AI?

🚀Meteoric rise in Data Center technology has sparked a new growth cycle for AMD

Aug 24 •

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