Compounding Quality | Substack

My Quality Investment Philosophy

The quality investment philosophy summarized in one article.

Jul 12, 2022 • Compounding Quality

Most Popular

📈 Palantir: Are you too late?

Aug 31, 2025 • Compounding Quality

ETF Portfolio Update: August 2025

Aug 7, 2025 • Compounding Quality

A Guide To Finding 100-Baggers

Aug 17, 2025 • Compounding Quality

Best Buys September 2025

Sep 7, 2025 • Compounding Quality

Portfolio

🥂 Our Portfolio in 2026

Our Portfolio has never been this cheap

Jan 1 • Compounding Quality

Update Kelly Partners Group

Kelly Partners Group recently held it's Annual General Meeting. We dove into the meeting and update our investment case.

Dec 2, 2025 • Compounding Quality

A Look Into The Portfolio

Times on the stock market are very interesting. Quality is struggling while everything related to AI and momentum seems to skyrocket. A dangerous thing…

Nov 30, 2025 • Compounding Quality

Portfolio Update: November 2025

ChatGPT said:The market looks strange right now: AI stocks are booming while many high-quality companies are cheap, giving long-term investors rare…

Nov 27, 2025 • Compounding Quality

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