16 Comments
Feb 5, 2023Liked by Compounding Quality

It would be great to add, expected topline growth (next 3 years), moat levels, rationale for investing, risks: Moncler might have been a great stock but there is little evidence that the great brand effect will persist indefinitely whereas LVMH, L’Oreal offer better risk returns with solid scale effects, dominant presence, great management

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Jan 22, 2023Liked by Compounding Quality

Hello .... Who made the selections for this list of 15 companies ? Thank you

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Jan 22, 2023Liked by Compounding Quality

Great work

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Jan 22, 2023Liked by Compounding Quality

great content! could you share what sources do you use to get those metrics for each company? Thanks!

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$EVO profit margin is insane 🫣

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Comcast? There was a time the Roberts family controlled a high percentage.

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Fantastic ... Gains have already been made since you published the list .... Kudos to you .... Again I'm not the brightest mind .... I believe that you manage a portfolio ..... For your self or for clients? If not too personal your name would be helpful if in future i could be a client .,.. lastly was that list made in December of 2022 ? Thank you for your time and may GOD BLESS YOU πŸ™ .... thank you CORY BATTISTA

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