Compounding Quality

Compounding Quality

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CMG: The Next Constellation Software?
Investment case Computer Modelling Group
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Compounding Quality
🏰 One 10-K A Day
When to sellPeter Lynch sells when the company’s story changes.Reading 10-KsAnnual reports help you understand businesses. You share an e-book to learn…
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Compounding Quality
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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…
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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…
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Compounding Quality
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🏆 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…
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Compounding Quality
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Portfolio Update: May 2025
Hi Partner 👋
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Compounding Quality
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🏆 Top 10 Quality Holdings
Holdings are a powerful but often overlooked way to invest in quality businesses, including private equity. From Berkshire to Brookfield, here are 10…
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Compounding Quality
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🏰 5 PDFs better than an MBA
5 PDFs to level up your finance knowledge—no MBA required. From top certifications to CFA formulas, macro principles, and Warren Buffett insights. All…
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Compounding Quality
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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…
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Compounding Quality

May 2025

Update Buy-Hold-Sell List: May 2025
Market recovery post-Tariffs, but some quality stocks still lag. Deckers Outdoor ($DECK) joins the Buy list after a 50% YTD drop. Novo Nordisk ($NOVO-B…
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Compounding Quality
My Newsletter Journey
From 4 followers to 1M+ across platforms—Compounding Quality began on a quiet Friday night in 2022. In this post, Pieter shares how luck, consistency…
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Compounding Quality
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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…
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