57 Comments
Nov 1, 2022Liked by Compounding Quality

Quality will always prevail in the end. Thank you for your interesting insights.

Here is my current list of stocks:

01 Taiwan Semiconductor

02 Microsoft

03 Copart

04 Accenture

05 Partners Group Holding

06 ASML

07 Games Workshop

08 InMode

09 Amphenol

10 Edwards Lifesciences

11 Laboratorios Farmaceuticos Rovi

12 Lululemon Athletica

13 Robert Half International

14 Alphabet

Best wishes

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Oct 13, 2022Liked by Compounding Quality

My personal top 10 selection:

1. Microsoft

2. Alphabet

3. Salesforce

4. Nvidia

5. Qualys

6. Johnson & Johnson

7. The Trade Desk

8. Perion

9. Fortinet

10. Procter & Gamble

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Nov 16, 2022Liked by Compounding Quality

Very insightful πŸ’°πŸ‘‘

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Feb 26Liked by Compounding Quality

Please.... Don't forget about me when you want too accept me as a client or investor .... Thank you

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Awesome! I’m a cofounder at a CORE - Raise & Retain (raiseretain.com) we specialize in design, strategy and communication for investing firms. If you like to talk about visual support to the class hit me up! Would love to contribute if I can

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Feb 23Β·edited Feb 23Liked by Compounding Quality

Just wanted to drop a line about how amazing this substack is! It is the newsletter I look forward to reading every time!

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Feb 19Liked by Compounding Quality

Thanks for this list. I will review further.

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Feb 1Liked by Compounding Quality

Hello ... Thank you for your response .... Please keep me in mind when you feel comfortable with your or team identity ... Many blessings ... Cory Battista

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Jan 31Liked by Compounding Quality

Hello ... Remarkable reads from you .... Thoroughly enjoyed and quite a learning experience .... I sent you a request in the past on who you were and do you trade for clients .... Would like to dedicate some funds to you or your firm .... Thank you ... Cory Battista

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Jan 26Liked by Compounding Quality

All these stocks are hopelessly overvalued. With maybe one or two exceptions, you've literally given us the list of companies at their peak valuations, priced for perfection, with no margin of error in terms of future execution and no allowance for any loss of economic moat. To paraphase the dictum about Wayne Gretzky being able to read the ice hockey game and knowing where the "puck will be", you are just telling us either where the puck is, or where it was. You are not really a value investor, but its historian and cartographer.

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Jan 18Liked by Compounding Quality

Hello .... Is it possible to provide a list of companies that are COMPOUNDERS .... Thank you

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Jan 18Liked by Compounding Quality

Thank you for the amazing work you put into these emails, reading them is both entertaining and informative.

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Jan 10Liked by Compounding Quality

I do really enjoy your 5-minute readings. Long live to long term!

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Dec 30, 2022Liked by Compounding Quality

I like these insights ! Very interesting.

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Nice

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Nov 24, 2022Liked by Compounding Quality

Could you share a copy of that spreadsheet please? Perhaps as a link to a Google Drive sheet we can copy easily?

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