Buying 3 Compounders 🚀

3 businesses with stellar fundamentals trading at multi-year low PE levels

Hi there, partner 👋

This week, we will buy 3 positions in the Quality Growth Portfolio.

The best time to buy stocks is when uncertainty is at its highest:

The fear-to-greed index is at “Extreme Fear”; this is something we plan to take advantage of for our portfolio.

High-quality compounders are much cheaper now than in the last few years.

So, naturally, we want to add here to set our portfolio up to continue its outperformance.

So, what are we buying?

• #1 European compounder with an excellent track record, trading at a multi-year low price-to-earnings ratio with long-term EPS growth expectations of ~19% p.a.

• #2 Capital light business with a scalable business model, wide moat, and high growth potential in the next 5-10 years, trading at its lowest valuation ever of ~12x LTM earnings.

• #3 Semiconductor business with a wide moat, set to grow long-term EPS by ~20%, trading at its lowest valuation range in the last 10 years with multiple strong growth drivers for future growth

Let’s get into it 👇

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