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My Quality Investment Philosophy
The quality investment philosophy summarized in one article.
Jul 12, 2022
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My Quality Investment Philosophy
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10 Stocks To Own Forever
Feb 22, 2024
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Compounding Quality
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10 Stocks To Own Forever
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Our Shopping List
Mar 9
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Our Shopping List
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CMG: The Next Constellation Software?
Jun 19
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CMG: The Next Constellation Software?
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🥂 Our Portfolio in 2025
Jan 5
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🥂 Our Portfolio in 2025
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Portfolio
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I am buying 4 stocks
The magic of compounding is amazing. Tomorrow at the opening, we will add to four existing positions.
Jun 22
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I am buying 4 stocks
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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…
Jun 15
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Starting all over again?
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Portfolio Update: May 2025
Hi Partner 👋
Jun 8
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Portfolio Update: May 2025
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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
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Buying this stock
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ETF Portfolio Update: July 2025
ETFs seem diversified, but many are top-heavy in Big Tech. That’s risky. Equal-weight ETFs spread your risk better by giving every stock the same…
Jul 3
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ETF Portfolio Update: July 2025
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🏰 A CEO's real job
Learn about asset allocation, the company FitLife Brands, and much more!
Jul 1
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🏰 A CEO's real job
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Stock pitch competition
In this article, three stocks will be pitched by three different Partners: Nathan's Famous, Amer Sports and Copart. Which stock is the most interesting…
Jun 29
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Stock pitch competition
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📊 ROIC vs ROIIC
ROIC shows how well a company uses all its capital, while ROIIC reveals how profitable each new investment is—key to spotting businesses that are…
Jun 26
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📊 ROIC vs ROIIC
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🏰 Life-Changing Investments
In this article we talk about my conversation with Emmet Sauvage, the difference between Debt and Equity, why investing is like watching paint dry, the…
Jun 24
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🏰 Life-Changing Investments
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I am buying 4 stocks
The magic of compounding is amazing. Tomorrow at the opening, we will add to four existing positions.
Jun 22
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Compounding Quality
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I am buying 4 stocks
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CMG: The Next Constellation Software?
Investment case Computer Modelling Group
Jun 19
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CMG: The Next Constellation Software?
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