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📈 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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🏰Quality Growth Portfolio: September Factsheet
Hi there, partner!
Oct 4
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Buying 3 Compounders ✅
Selling Two Losers to Fund Three Compounders
Oct 3
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September 2025
🏰5 Quality Buys September
🧠 5 Quality Growth businesses trading at fair valuations
Sep 30
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5 Wide Moat Quality Businesses 🏰
And how to find and analyze wide-moat businesses🧠
Sep 27
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Constellation Software: Mark Leonard Steps Down 📉
What will happen to the stock without its legendary founder?
Sep 26
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📈 10 Lessons from Quality Compounders
From Amazon to Nvidia, here is what the past decade’s winners teach us about building lasting wealth.
Sep 20
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🌯 Chipotle’s 43% Selloff – A Rare Chance for Long-Term Investors?
Flat comps, cost inflation, and consumer pullback spooked investors — but brand strength and unit growth could turn this dip into opportunity.
Sep 13
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🧘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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August 2025
📝Invest In Quality: Owner's Manual
🧠 Inspired by the imphamys Fundsmith's owner's manual
Aug 31
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