The Compounding Tortoise
Sharing in-depth reports on high-quality compounders | Teaching our subscribers how to build a portfolio with high returns and low risk
Fundamental Analysis
Puts and Takes on Value Creation
Our Investment Philosophy
Chuck Akre's Key Lessons
Lessons from Chris Hohn & Terry Smith
The Art of (Not) Selling
Intrigued by Drawdowns
Why Undervalued Investment Cases Don't Pan Out
Why the ROIIC + Growth + FCF Optionality Framework is Underappreciated
The Asymmetrical Risk-Return of Quality Companies
5 Must-Read Papers for Quality Investors
Insights from Michael Mauboussin, Pim van Vliet, McKinsey, and others
Deep Dives
Deep Dive - Harvia Plc
The "Healing with the heat" money machine
Deep Dive - Lotus Bakeries
Discovering the fortune cookie - a prime example of reliable compounding
Constellation Software
What does the future hold for the VMS behemoth?
Deep Dive - Diploma Plc
Clear mission statement: sustainable quality compounding