19 Comments
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David Sallee's avatar

Your newsletter is the most educational and well written newsletter on investing that I have seen.

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Compounding Quality's avatar

Wow. This made my day, David!

Stay tuned as the best is yet to come!

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Eric Jurado's avatar

What can I say? Like the rest of your articles, this blew me away with its clarity and simplicity.

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Compounding Quality's avatar

I always try to keep everything as simple as possible. :)

Have a lovely weekend, Eric!

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Ian's avatar

Fantastic coverage as always. Thanks for all the knowledge you share.

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Compounding Quality's avatar

Thank you, Ian!

Which article did you like the most so far?

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Ian's avatar

I enjoy all of them. However, one that really sticks out is the founder run companies. I’ve been involved in startups and have seen it first hand. I’m in an industry with aggressive M&A, and in my experience there’s always a huge drop off in performance of assets when the earn out period ends and the founders exit.

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Compounding Quality's avatar

And that's exactly why the majority of your portfolio should be invested in owner-operator stocks. :)

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Daniel Duffy's avatar

I really enjoyed your article very informative, thank you.

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Compounding Quality's avatar

Thank you, Daniel!

Have a lovely weekend. :)

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LRH's avatar

Great article. Thanks for sharing. I love your content.

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Compounding Quality's avatar

And I love to write for people like you!

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Phantom Observer's avatar

We'll put. Thank you for writing this.

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Compounding Quality's avatar

Thanks, Phantom! What do you want me to write about next?

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Phantom Observer's avatar

Value system mapping, integration and domain driven economics. How economies are meant to reflect the value of the human potential in various contexts and how technology connects them in different ways. Nature and economics finding new efficiencies of organizing us with this new level of understanding?

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Aleksei Burich's avatar

Today there are a lot of noisy information over the net, and it's very difficult to find clear, informative and structured source of knowledge, especially when you're a beginner like me. But your newsletters are the best. For me, your articles are perfectly balanced with the decent amount of useful information and simplicity. Thank you for you efforts, and keep going!

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Compounding Quality's avatar

Thank you for making my day, Aleksei!

Stay tuned as the best is yet to come. :) Have a lovely day!

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P K's avatar

CQ, thank you for another exceptional article! As I have stated often in the past, I admire your gift for dissecting complex concepts and presenting them in a clear and concise manner.

I couldn't agree more with you that people should invest solely in companies with a proven capital allocation track record. Betting on the right CEO is probably the most crucial aspect of investing. After all, a CEO who generally cares of the long-term success of the company and makes prudent capital allocation decisions can be a game changer for shareholders. Alas, too often, this is not the case.

Have a great week, my friend! I look forward to your next piece and any announcements about your website/Substack.

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Compounding Quality's avatar

When you find a great company which is led by a great manager, something magical happens.

Talk to you soon! I hope you'll have a lovely week and congratulations again with the graduation of your daughter!

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