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🏰4 Undervalued Quality Compounders
4 Stocks I'd like to Buy Now
Nov 28
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24
2
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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54
3
5
🏰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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15
1
3
🏰Google: Full-Stack AI & New Valuation
Google stock has almost doubled since its April lows 💎
Nov 9
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28
3
🏰 The Quality Growth System
How I pick the best compounders for the next decade
Nov 8
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45
5
🏰Quality Growth Portfolio: October Factsheet
Hi there, partner!
Nov 2
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15
2
1
October 2025
🏰5 Quality Buys October
🧠 5 Quality Growth businesses trading at fair valuations
Oct 31
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42
2
🎰 Evolution Q3 Earnings Breakdown
Quality compounder, or value trap?
Oct 28
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10
2
1
💎 19 lessons from 100-bagger stocks
+10,000% returns and common themes from exceptional compounders
Oct 25
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34
4
💎Stop Copying other Investors Blindly
The Importance of Individual Thought in Investing
Oct 18
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11
2
3
📈 Forget ROIC, This Is What Actually Drives Compounding
ROIC gets all the attention, but reinvestment rate decides who actually compounds
Oct 11
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84
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7
🏰Quality Growth Portfolio: September Factsheet
Hi there, partner!
Oct 4
•
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7
4
1
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