Invest in Quality | Invest In Assets 📈 | Substack

Become a more informed investor

Recent posts

🏰Quality Growth Portfolio: November Factsheet

Hi there, partner!

Dec 5 •

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🏰4 Undervalued Quality Compounders

4 Stocks I'd like to Buy Now

Nov 28 •

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5 Lessons from Analyzing +50 Quality Businesses

A reflection on moats, margins, founders, TAM, and the realities of long-term compounding

Nov 23 •

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🏰TSMC Deep Dive: The Invisible Engine of AI

Owning the factory behind the world’s AI and technology revolution.

Nov 15 •

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🏰Google: Full-Stack AI & New Valuation

Google stock has almost doubled since its April lows 💎

Nov 9 •

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🏰 The Quality Growth System

How I pick the best compounders for the next decade

Nov 8 •

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