Since 2017, a portfolio with these 15 quality stocks which are still run by their founder would have returned 450% (!) to shareholders compared to โonlyโ 103% for the S&P500.
Yeah, their past performance is incredible but your analysis looks strong ๐ One thing I want to say, Iโm grateful for all the โhigh-qualityโ information/signal you share in a world that is flooding and overwhelmed with noise and distraction. Iโm grateful for your focus and the knowledge you provide.
Just need to find a way how I can combine all this in the future. Currently working > 60 hours at my regular job as a professional investor and 10-20 hours per week to run Compounding Quality. :)
This is amazing and inspiring to hear. I appreciate the devotion and commitment to your work.
As many of the "great" stories go (knowing and considering that greatness can be defined in all sorts of ways), hard work, dedication, and passion are required to create and live the dream, to find this "freedom" that we are seeking. I've been inspired by David Senra's, Founders podcast, just hearing these incredible stories and what these people went through to create and build something.
It's exciting and I hope that you continue moving towards your dream and the life you wish to be living. I appreciate you brother.
Amazing brother, I'm stoked to hear that you have "found" this thing that you love doing. Being around anybody who is deeply passionate about what they do is contagious in the best way.
Have a blessed day! I'm grateful for this little conversation.
Mr. Compounding Quality, my wife and I are attending the Berkshire conference in a few weeks and wanted to know if you had any items of interest that we should look into during that weekend other than the main event on Saturday? Thanks
Backcasting is easy and misleading. These are great companies, but it would be a lot more useful and representative to say the equivalent list selected in 2017 based on what you would know in 2017 was x, y, z, and the group substantially outperformed, and the current group is this group.
I hear you. This exact the reason why I stated that this list won't outperform as much over the next 5 years as they did in the past 5 years. However, these companies were already great companies in 2017 and I am quite comfortable to say that this list will outperform the S&P500 over the next decade.
The risk is too high for me. It might be an interesting one for investors with a higher risk appetite. But please take into account the high Stock-Based Compensation of the company.
Fantastic list! I appreciate you providing us insight on some companies that are not talked about very much!!
And it's highly wrong of other investor that they don't talk about these companies :)
Thank you for the list, much appreciated!
What's your most favorite stock in this list?
1. Medpace Holdings 2. Verisign
Thank you for sharing this comprehensive list.
Thank you, Tyler! Quite comfortable that this list will continue to outperform in the future (not as much as it did in the past).
Yeah, their past performance is incredible but your analysis looks strong ๐ One thing I want to say, Iโm grateful for all the โhigh-qualityโ information/signal you share in a world that is flooding and overwhelmed with noise and distraction. Iโm grateful for your focus and the knowledge you provide.
It's my honor, Tyler!
Just need to find a way how I can combine all this in the future. Currently working > 60 hours at my regular job as a professional investor and 10-20 hours per week to run Compounding Quality. :)
This is amazing and inspiring to hear. I appreciate the devotion and commitment to your work.
As many of the "great" stories go (knowing and considering that greatness can be defined in all sorts of ways), hard work, dedication, and passion are required to create and live the dream, to find this "freedom" that we are seeking. I've been inspired by David Senra's, Founders podcast, just hearing these incredible stories and what these people went through to create and build something.
It's exciting and I hope that you continue moving towards your dream and the life you wish to be living. I appreciate you brother.
Absolutely. Love what you do and you'll never have to work one day in your life. Writing for Compounding Quality never feels like work for me.
David Senra's podcast is very good. I loved his episodes about Charlie Munger, Estรฉรฉ Lauder, Napoleon, Billl Gates, Enzo Ferrari, ...
Amazing brother, I'm stoked to hear that you have "found" this thing that you love doing. Being around anybody who is deeply passionate about what they do is contagious in the best way.
Have a blessed day! I'm grateful for this little conversation.
Thanks for this insightful list. And thanks for all the other insightful articles too. I continue to learn.
"The turtles who outrun the hares are learning machines. If you stop learning in this world, the world rushes right by you.โ - Charlie Munger
An interesting list of some great but expensive businesses. I guess quality merchandise is not often on sale.
Indeed, John.
"It's far better to buy a wonderful company at a fair price, than a fair company at a wonderful price." - Warren Buffett
Much appreciated
It's an honor, Argyris. Do not hesitate to reach out if you have any questions.
I'm in the 2% ๐
Mr. Compounding Quality, my wife and I are attending the Berkshire conference in a few weeks and wanted to know if you had any items of interest that we should look into during that weekend other than the main event on Saturday? Thanks
Hi John,
For sure! I am also attending. Can you send me an email to compoundingquality@gmail.com? We can get in touch that way.
Thanks again for these wonderful lists!
It's my honor, Anton!
Backcasting is easy and misleading. These are great companies, but it would be a lot more useful and representative to say the equivalent list selected in 2017 based on what you would know in 2017 was x, y, z, and the group substantially outperformed, and the current group is this group.
Hi Doug,
I hear you. This exact the reason why I stated that this list won't outperform as much over the next 5 years as they did in the past 5 years. However, these companies were already great companies in 2017 and I am quite comfortable to say that this list will outperform the S&P500 over the next decade.
Over the last 12M Paycom has substantially dropped currently trading at c. 18 P/E. Do you consider it to be a good buying opportunity at this moment?
Hi Peter,
The risk is too high for me. It might be an interesting one for investors with a higher risk appetite. But please take into account the high Stock-Based Compensation of the company.
What about TTD? Jeff Green founder?
TTD is still also run by its founder. I don't know the company very well though.