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 👇🏻