57 Comments
User's avatar
Identify7170's avatar

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

Lodewijk's avatar

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

Miley okams's avatar

Very insightful 💰👑

Corrado Battista's avatar

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

Compounding Quality's avatar

I won't. Stay tuned! More information to come over the next few months regarding this service.

Aaron Boogaard's avatar

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

Compounding Quality's avatar

I will keep that in mind, Aaron. Thank you very much!

Aaron Boogaard's avatar

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

Aaron Boogaard's avatar

I would also definitely sign up for any teaching / course by you.

Compounding Quality's avatar

Thank you very much Aaron!

This section will probably launched in September - November this year.

Rock Rottler's avatar

Thanks for this list. I will review further.

Compounding Quality's avatar

Thanks for your interest. Let me know if you have any questions!

Corrado Battista's avatar

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

Compounding Quality's avatar

Sure thing, Corrado. Let's keep in touch!

Corrado Battista's avatar

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

Compounding Quality's avatar

Hi Corrado,

Thank you very much for your lovely message. It means a lot to us.

Currently we only manage money for our employer. This might change in the future.

Let's keep in touch!

ParanoidAndroid's avatar

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.

Compounding Quality's avatar

Hi David,

The goal of quality investors is to buy wonderful companies at fair prices. You'll never be able to buy the best companies in the world for cheap.

Corrado Battista's avatar

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

Compounding Quality's avatar

We'll make one in the future!

Corrado Battista's avatar

Thank you .... Very appreciative

Compounding Quality's avatar

Thank YOU for reading it, Corrado!

JP's avatar

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

Compounding Quality's avatar

Thank YOU for your message and reading them. Means a lot to me. The best is yet to come!

Carlos Ruiz's avatar

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

Compounding Quality's avatar

Lovely! I guess we should keep writing these in that case. :)

Anton van Senten's avatar

I like these insights ! Very interesting.

Compounding Quality's avatar

Thank you very much, Anton!

Ahmed Hussain's avatar

Nice

Robert's avatar

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

Compounding Quality's avatar

I'll take this into account for future articles!

Robert's avatar

Or you could drop it here in the comments... :)