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: May 2025

May 4 • Compounding Quality

Portfolio

Starting all over again?

Starting fresh with investing? Here's a step-by-step plan from Pieter on how he’d build his portfolio from scratch at Compounding Quality—focusing on…

3 hrs ago •

Compounding Quality

Portfolio Update: May 2025

Hi Partner 👋

Jun 8 •

Compounding Quality

Buying this stock

Novo Nordisk's stock is down 40%, but its intrinsic value has climbed 40%. With strong fundamentals, patent-protected drugs, and long-term tailwinds in…

May 25 •

Compounding Quality

A Look Into Our Portfolio

Want to understand the real value of your portfolio? Start with Owner’s Earnings—EPS growth + dividend yield. It’s the metric that stock prices follow…

May 18 •

Compounding Quality

Investment cases

📈 Should you buy Lifco?

Why do serial acquirers fascinate top investors like Chuck Akre?Meet Lifco: 257 subsidiaries, 30%+ annual returns, and a decentralized model that…

May 22 •

Compounding Quality

Should you buy TerraVest now?

Investment case Terravest

May 15 •

Compounding Quality

👑 3 Stocks Buffett Would Love

Warren Buffett’s emotional retirement moment, $347B in cash, and the challenge of scale at Berkshire Hathaway. Plus: 3 stock ideas from Omaha—Markel…

May 11 •

Compounding Quality

👝 Small Cap Of The Month: Harvia

"Why I’m Done Buying Small Caps—But Not Done Finding Them. 📈 My latest mistake made me rethink small-cap investing. While they outperform the market…

May 8 •

Compounding Quality

Best Buys

Best Buys June 2025

🧠 Best Buys – June 2025No Big Tech. Still beating the market.📈 S&P 500 +5.6% in May😱 Fear turned to Greed💡 Discover 5 compounders flying under the…

Jun 1 •

Compounding Quality

Best Buys: May 2025

📈 Best Buys – May 2025What’s going on in the markets? Which stocks are worth your attention?👉 In this update:• Top gainers & losers• Spotlight on…

May 4 •

Compounding Quality

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

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

Starting all over again?

Starting fresh with investing? Here's a step-by-step plan from Pieter on how he’d build his portfolio from scratch at Compounding Quality—focusing on…

3 hrs ago •

Compounding Quality

10 Stocks for the Next 50 Years

Which companies will still matter in 50 years? Think slow growth, deep roots, and lasting impact — like a bonsai. Here's a look at 10 stocks worth…

Jun 12 •

Compounding Quality

🏆 This stock went 50x

Tiny companies can grow into giants—and just a few winners can drive exceptional returns. Discover why Small Cap Quality Stocks consistently outperform…

Jun 10 •

Compounding Quality

Portfolio Update: May 2025

Hi Partner 👋

Jun 8 •

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