Compounding Quality
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How to Survive A Market Crash
The market looks expensive and heavily driven by a few Big Tech stocks, which makes many investors worry we’re near a market peak. You can’t predict a…
18 hrs ago
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Best Buys December 2025
By monthly tradition, you’ll get an update on our Best Buys of the month. The company we highlight this month is Paycom ($PAYC). We also highlight…
Dec 7
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A look into my soul
I spent a month in the Dominican Republic to think about life, work, and what true wealth means, and I realized that friends, family, and giving back…
Dec 4
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Update Kelly Partners Group
Kelly Partners Group recently held it's Annual General Meeting. We dove into the meeting and update our investment case.
Dec 2
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November 2025
A Look Into The Portfolio
Times on the stock market are very interesting. Quality is struggling while everything related to AI and momentum seems to skyrocket. A dangerous thing…
Nov 30
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Portfolio Update: November 2025
ChatGPT said:The market looks strange right now: AI stocks are booming while many high-quality companies are cheap, giving long-term investors rare…
Nov 27
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10 Rules from Seth Klarman
Seth Klarman is a legendary value investor who built Baupost Group and earned over 20% returns per year for more than 40 years by focusing on safety…
Nov 25
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Update Buy-Hold-Sell List: November 2025
Quality is on sale
Nov 23
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📈 Why did Warren Buffett buy Google?
ChatGPT said:Google is a super-strong company with a huge moat, great growth, and a healthy balance sheet — and that’s why Buffett finally bought it.But…
Nov 20
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🏰 13 Lessons from Warren Buffett
ChatGPT said:This post shares simple lessons to help you become a better investor: think like Buffett, use a clear stock-picking system, stay patient…
Nov 18
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💎 3 Portfolios to Grow Rich
There are three strategies you can use as an investor. Living Rich: Great companies that are paying an attractive dividend. Staying Rich: Established…
Nov 16
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Is Advanced Drainage Systems interesting?
Advanced Drainage Systems makes pipes and drainage systems — a boring business, but one that has grown fast and earns strong returns thanks to scale…
Nov 13
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