Compounding Quality | Substack

My Quality Investment Philosophy

The quality investment philosophy summarized in one article.

Jul 12, 2022 •

Compounding Quality

Most Popular

10 Stocks To Own Forever

Feb 22, 2024 • Compounding Quality

Our Shopping List

Mar 9 • Compounding Quality

🥂 Our Portfolio in 2025

Jan 5 • Compounding Quality

Best Buys April 2025

Apr 6 • Compounding Quality

Portfolio

🛒 Buying 7 Stocks

📉 Markets are volatile—but that’s opportunity, not panic. We're adding to 7 positions as valuations drop and expected returns rise. Our portfolio is…

Apr 8 •

Compounding Quality

Why I’m Buying This Stock

A €10K investment in this Private Equity firm in 1995 would be worth €500K today. Why? Strong compounding, tech focus, and access to private markets. On…

Mar 30 •

Compounding Quality

📈 Buying a Cash Machine

A hidden gem in the UK: This company has quietly compounded wealth at 26% per year since 2007. This serial acquirer focuses on niche, high-margin…

Feb 16 •

Compounding Quality

Buying the Berkshire Hathaway of SaaS

Topicus is a serial acquirer of Vertical Market Software (VMS) businesses in Europe. A VMS business creates software designed to solve the unique needs…

Dec 22, 2024 •

Compounding Quality

Investment cases

📈 Should you buy Interactive Brokers?

Should you buy Interactive Brokers?

Apr 17 •

Compounding Quality

Why I’m Buying This Stock

A €10K investment in this Private Equity firm in 1995 would be worth €500K today. Why? Strong compounding, tech focus, and access to private markets. On…

Mar 30 •

Compounding Quality

Selling this stock

We're selling a stock tody—only the second stock we've exited in our Portfolio. The reason? Our investment thesis no longer holds. When the moat erodes…

Mar 27 •

Compounding Quality

Our Shopping List

Market volatility is here, but is it an opportunity? 📉 The S&P 500 dropped this week, and history shows declines can be great buying moments. Check out…

Mar 9 •

Compounding Quality

Best Buys

Best Buys April 2025

Markets dipped in March and fear is rising — but for long-term investors, that’s opportunity. April’s Best Buys highlight five standout stocks: from…

Apr 6 •

Compounding Quality

Best Buys March 2025

Markets are in ‘Extreme Fear’ mode, but savvy investors see opportunity. This month’s Best Buys feature five top stocks: MSCI, Zoetis, Novo Nordisk…

Mar 2 •

Compounding Quality

Best Buys February 2025

By monthly tradition, you’ll get an update on our Best Buys of the month. The S&P 500 gained 3.2%, but fear still lingers in the market. We’re…

Feb 2 •

Compounding Quality

Best Buys January 2025

Let's provide you with 5 interesting investment ideas to start your 2025 in the right way. We talk about among others about Harvia, Dream Finders Home…

Jan 12 •

Compounding Quality

ETF Portfolio

ETF Portfolio Update: April 2025

Conventional wisdom says higher risk = higher return. But "boring" low-volatility stocks often outperform long-term. Learn why stability can be a…

Apr 24 •

Compounding Quality

ETF Portfolio Update: March 2025

Want to build lasting wealth? Learn from Cornelius Vanderbilt: own the toll bridge. We're adding $TOLL, an ETF investing in companies with dominant…

Mar 6 •

Compounding Quality

ETF Portfolio Update November 2024

Do you know Anne Scheiber? She became a multimillionare by investing in a smart way. In today's article we'll give an update about our ETF Portfolio and…

Nov 14, 2024 •

Compounding Quality

129% Return since 2017

Hi Partner 👋

Oct 17, 2024 •

Compounding Quality

Interviews

🎙️ The New World Economy

That’s why Philippe Gijsels, Chief Strategist at BNP Paribas Fortis, wrote the book The New World Economy in 5 Trends with Koen De Leus. We can learn a…

Sep 10, 2024 •

Compounding Quality

🎙️ Interview Vitaliy Katsenelson

Do you know Vitaliy Katsenelson? He’s a great friend and one of the best value investors I know. In today’s interview, you’ll learn more about his…

Jun 18, 2024 •

Compounding Quality

🎙️ Interview Lawrence Cunningham

Do you know Lawrence Cunningham? He is a Warren Buffett expert and serves on the board of great companies such as Markel, Constellation Software, and…

May 7, 2024 •

Compounding Quality

🎙️Interview Shreekkanth Viswanathan

Do you know Shreekkanth Viswanathan? He’s a great quality investor who founded SVN Capital in 2020. Some of his positions? Heico, Hermès, Old Dominion…

Mar 12, 2024 •

Compounding Quality

About me

Warren Buffett emailed me

I just got an email from Warren Buffett. They asked me to change the logo we are using for Compounding Quality. And that's why we are introducing our…

Apr 9, 2024 •

Compounding Quality

This is who I am

Honesty and integrity are very important in the investment world. That's why I am breaking the anonymity. You have the right to know who I am. In this…

Mar 26, 2024 •

Compounding Quality

🥇 It's showtime

It’s showtime! Starting today, Compounding Quality will transform into a full investment platform. This means I’ve quit my job as a Professional…

Aug 31, 2023 •

Compounding Quality

My Quality Investment Philosophy

The quality investment philosophy summarized in one article.

Jul 12, 2022 •

Compounding Quality

Recent posts

🦉 Warren Buffett’s Top 10 Lessons

📈 After reading 5,000+ pages of Warren Buffett’s wisdom, here are 10 timeless investing lessons—from the power of compounding to the importance of…

20 hrs ago •

Compounding Quality

42 High-Quality Stocks

Curious how to find high-quality stocks and analyze fundamentals like a pro? Here's how I use Finchat to screen for growth, profitability, and financial…

Apr 28 •

Compounding Quality

👝 A Mini Berkshire in Europe?

Chapters Group (ETR: CHG) is building a European mini Berkshire Hathaway — focused on Vertical Market Software. With 46 subsidiaries and 56% sales…

Apr 27 •

Compounding Quality

ETF Portfolio Update: April 2025

Conventional wisdom says higher risk = higher return. But "boring" low-volatility stocks often outperform long-term. Learn why stability can be a…

Apr 24 •

Compounding Quality

Subscribe for free

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts