Building Wealth For You And Your Family

Hi Friend 👋,

Imagine this: It’s 20 years from now.

You’re sitting comfortably, looking back at a portfolio that has grown steadily, compounded year after year, weathering storms while others panicked.

How did you get here?

It wasn’t luck. It wasn’t flashy trades or chasing the hottest stock tips.

It was a clear, deliberate strategy rooted in time-tested principles.

That’s exactly what sets the world’s top investors apart.

They use a set of rules that ensures every decision works toward building long-term wealth.

But how? The first thing you need to do is…

Master Your Mindset

Top investors don’t just buy stocks.

They think and act like business owners.

They focus on:

• Understanding the Business: Knowing what makes a company thrive

• Long-Term Vision: Choosing investments they would be comfortable holding for decades

• Rational Decision-Making: Ignoring short-term noise to concentrate on what truly matters.

“We have an attitude of partnership. Charlie Munger and I think of our shareholders as Owner-Operators.” – Warren Buffett

Great investors want the following:

✅ Learn and become a better investor
✅ Connect with other like-minded investors
✅ Outperform the market in the long term

You invest in the best companies in the world.

How? By using three simple steps:

1. Buy wonderful companies

2. Led by outstanding managers

3. Trading at fair valuation levels

These aren’t just theories.

You can do this by using a rational approach.

Create a winning portfolio

A winning Portfolio consists of three categories…

🏢 Owner-Operator Stocks

These companies are still led by their founders.

They are leaders who are fully invested and driven to succeed.

Think about people like Jeff Bezos, Elon Musk, and Mark Zuckerberg.

Did you know that founder-led companies outperform the S&P 500 by up to 3.9% per year on average?

That’s exactly why 70% of our Portfolio is invested in these kinds of companies.

"Some of our key managers are independently wealthy. They work because they love what they do and relish the thrill of outstanding performance." – Warren Buffett

🛡️ Monopolies and Oligopolies

Look for businesses that lead their industries with little or no competition.

These companies usually have strong pricing power and steady profits.

"If Buffett can’t buy a monopoly, he’ll buy a duopoly. If he can’t buy a duopoly, he’ll settle for an oligopoly." – The Myth of Capitalism

🔄 Cannibal Stocks

These are companies that aggressively buy back their own shares, increasing your ownership in their success.

"Pay close attention to the cannibals." – Charlie Munger

A Portfolio Built to Last

Here’s what you should do to build a great Portfolio:

✅ Global Vision: Invest across developed markets, seeking the best opportunities wherever they may be.
✅ Focus on Excellence: Instead of spreading yourself too thin, carefully select 15-20 extraordinary stocks—each one chosen for its ability to deliver long-term growth.
✅ Discipline Over Activity: While others rush to trade, you stay patient. You know that unnecessary activity and high costs destroy returns.

The DNA of great companies

Each company in your portfolio must meet strict standards.

These are the qualities of businesses set up for long-term success:

• Moats That Protect: A sustainable competitive advantage that keeps competitors at bay.

• Leaders You Can Trust: Management with skin in the game, who treat your money like their own.

• Financial Strength: A healthy balance sheet that can weather any storm.

• Efficient Operators: Companies that grow without constantly needing more capital.

• Smart Growth: High profitability and reinvestment in projects with a strong return.

• Fair Valuations: You don’t overpay—even for great companies.

A strategy like this works on the stock market:

Here’s the truth: most investors fail not because they don’t try hard enough, but because they try too hard.

They chase headlines, trade excessively, and ignore the power of simplicity.

You can take a different path.

Focus on the fundamentals and commit to quality.

You’re not just investing in stocks, you’re building wealth for the long term for you and your family.

Let’s be real with each other for a moment.

I’m not here to promise miracles or claim you’ll beat the market every single year.

Why? Because the only people who can do that fall into one of two categories:

1. Cheaters

2. Liars

While Wall Street obsesses over quarterly earnings and daily headlines, you focus on the long term.

Think about it—how much can a company really change in three months?

Not much. But over three, five, or ten years? That’s where the magic of compounding takes place.

"If everything you do needs to work on a three-year time horizon, then you’re competing against a lot of people. But if you're willing to invest on a seven-year time horizon, you're now competing against a fraction of those people." - Jeff Bezos

This mindset isn’t just rare—it’s powerful.

The Long-Term Advantage

By thinking in quarter-decades instead of quarters, you free yourself from the noise of short-term predictions.

You focus on:

• Finding great companies with pricing power

• Trusting the process of compounding

• Avoiding the traps of impatience and overreaction

This approach isn’t flashy, but it works. Over time, it’s how wealth is truly built.

How to Build Your Portfolio

The goal of Compounding Quality is to do the right thing.

I want to create a Portfolio that builds intergenerational wealth for you and your family.

How have we done so far?

The Portfolio returned +44% since the start in October 2023.

We compounded at an average of 30% per year so far.

What’s also remarkable? We did 6% better than the S&P 500 even while we don’t own any Big Tech.

I don’t think the outperformance of Big Tech will persist in the years ahead.

This makes me very comfortable for the years ahead.

Access to my personal portfolio is exclusively reserved for Founding Partners.

Normally, this level of access comes at a premium price of $1,199/year.

My stock portfolio is my life’s work and I don’t want to share it with everyone.

All my investable assets are invested in these stocks.

But today, as a valued reader of Compounding Quality, I’m offering you something special.

Right now, you can join as a Founding Partner for the price of a regular membership, usually $499/year.

And because it’s Black Friday Week, I’m making this deal even better.

I’m taking an additional 20% off, meaning you can become a Founding Partner for just $399/year.

How to get access?

1️⃣ Subscribe to the Annual Plan before the end of this week.
2️⃣ You’ll be automatically upgraded to Founding Partner status.

The best part?

You’ll lock in this discounted rate for as long as you stay subscribed.

Here’s what others are saying:

Egkachai Angkawanich: Compounding Quality is my best investment so far. Thank you, Pieter! 🐝"

Ryan Daly: "I’ve tried a lot of investing communities—this is the one that feels like home. Serious, conservative investors, not speculators—more buy and hold than in and out. Compounding is key. Just wish this was around when I was 30, not 50! Appreciate the gesture!"

Hyejoo Kim: "Pieter, your generosity, hard work, and dedication to the community are amazing.
This is the very first community I’ve joined, and I’m truly grateful for everything I learn from you and for the opportunity to learn from partners."

I can almost guarantee you’ll benefit greatly from becoming part of this community.

And most importantly…

You’ll gain the opportunity to harness the full power of compounding.

Remember, we are trying to build intergenerational wealth for you and your family.

Don’t wait.

Head over to this page, subscribe to the Annual Plan, and you’ll be automatically upgraded to Founding Partner status."

This special discount is only available until the end of this week.

So please, don’t miss out on this unique deal.

Everything In Life Compounds
Pieter

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