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Meta Platforms: Is the Market Underestimating the AI Upside? π
Pristine fundamentals, fair price, but unprecedented AI spending π
15 hrs ago
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The Market Is Re-Pricing Quality π
Why these four stocks are suddenly back in favor.
Jan 11
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The Undervalued Compounder π
A high-quality business the market is still mispricing
Jan 6
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December 2025
What the 2025 Stock Market Taught Meπ
End of year review for the Quality Growth Portfolioπ
Dec 31, 2025
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When to Sell a Quality Stock π
The hardest question in investing
Dec 27, 2025
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25 Quality Buys 2026 π
π 25 Quality Compounders to Buy in 2026
Dec 21, 2025
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πIβm Buying More of This Quality Compounder
Fast-growing quality at a fair price
Dec 17, 2025
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πThe Quality Growth Watchlist and Universe
Sharing my list of Quality Growth stocks to Watch
Dec 13, 2025
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πSygnity: European Software Compounder
The Constellation Software of Poland
Dec 6, 2025
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π°Quality Growth Portfolio: November Factsheet
Hi there, partner!
Dec 5, 2025
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November 2025
π°4 Undervalued Quality Compounders
4 Stocks I'd like to Buy Now
Nov 28, 2025
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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, 2025
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