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

10 Stocks For 2025

Dec 29, 2024 • Compounding Quality

Portfolio

📈 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

Adding 3% to this stock

I think Mr. Market is very depressed about a stock we own right now. The fact that Mr. Market offers them at a discount today sounds like music to my…

Dec 15, 2024 •

Compounding Quality

Adding To A Luxury Conglomerate

LVMH's great luxury conglomerate. The stock is trading at a Black Friday discount if you ask me. On Monday at the opening, we will add 2% to Our…

Nov 24, 2024 •

Compounding Quality

Investment cases

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

Should you buy Novo Nordisk now?

Novo Nordisk's stock is down 40%—is this a crisis or a buying opportunity? 📉 The decline stems from disappointing trial results, rising competition…

Feb 23 •

Compounding Quality

📈 Copying a 1000-bagger

Doubling every two years

Feb 9 •

Compounding Quality

Your 10 Favorite Stocks

📊 Top 10 Stock Picks That Shined in 2024 📊Every year, our Community uncovers incredible investment opportunities. In 2024, these stocks led the…

Jan 23 •

Compounding Quality

Best Buys

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

Best Buys December 2024

We talk about our favorite stocks of the month: Judges Scientific, Domino's Pizza, Topicus, Dream Finders Home, and HG Capital Trust.

Dec 1, 2024 •

Compounding Quality

ETF Portfolio

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

Turning $10,000 into $10 million

This article gives an update about our ETF Portfolio. A strategy is outlined that turns $10,000 into $10 million. That’s not bad at all.

Jul 25, 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

🏰 Poor Charlie’s Almanack

Invaluable lessons

7 hrs ago •

Compounding Quality

Changes in Our Portfolio?

The portfolio has grown to 430K readers, returned 54.3%, and remains focused on high-quality stocks. What’s next? A concentrated strategy with…

Mar 23 •

Compounding Quality

What you might be missing

Navigating market volatility? The latest insights from the Compounding Quality Community break down investing strategies, market opportunities, and the…

Mar 20 •

Compounding Quality

Just Keep Buying

Worried about the stock market dip? Stay calm and think long-term. 📈 History shows that downturns create opportunities. Warren Buffett, Peter Lynch…

Mar 18 •

Compounding Quality

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