🚨Buying Three Compounders

Adding three high-quality compounders to the portfolio

Hi partner 👋

Tomorrow, I’m buying 3 high-quality compounders I’m comfortable holding for years.

Here are the highlights 👇

• One of them may be the most important business in the world today.
  It sits at the very center of the global tech value chain, is raising guidance, and still trades at a reasonable valuation despite incredible growth projections.

• Another is a world-class software compounder that has been dragged down by SaaSmageddon headlines and AI fears. The fundamentals haven’t deteriorated, but the stock price says otherwise.

• The third is a former healthcare darling that sold off hard after execution issues. Long-term growth drivers remain intact, and one upcoming catalyst is set to materially expand its addressable market.

👉 In the full article, I break down:

• Why I’m buying now

• The exact risks I’m underwriting

• And how these fit into a long-term Quality Growth portfolio

If you want to see how I actually deploy capital, this one’s for you.

🔒 Full breakdown available to paid members