Buying 2 Compounders 🧠
Adding to two quality compounders 💎
Hi partner! 👋🏻
Today we’re adding to two positions in the quality growth portfolio.
#1 Stock is a multi-bagger that has compounded shareholder capital by +30.6% annually over the last decade.
The investment case is compelling:
Large tangible addressable market
Multiple compelling growth drivers
Attractive business model with high ROIC
Founder-led business
Multiple business segments & geographies to grow from
#2 Stock is one we expect to compound above 20% annually for investors.
The valuation is attractive, and the company is well-positioned to grow, expanding its multiple and EPS over the next 5 years.
The stock has returned 20% annually since inception in 2018 (Despite being depressed at current levels).
The investment case is attractive:
Low relative and absolute valuation
Strong business with a competitive advantage
High future demand for its services
Internationalization strategy to grow and expand
Without further ado, let’s get into the two stocks 👇🏻