Compounding Quality

Compounding Quality

Share this post

Compounding Quality
Compounding Quality
📈 Buying Our Third Stock (with a special twist)
Copy link
Facebook
Email
Notes
More

📈 Buying Our Third Stock (with a special twist)

Compounding Quality's avatar
Compounding Quality
Oct 21, 2023
∙ Paid
55

Share this post

Compounding Quality
Compounding Quality
📈 Buying Our Third Stock (with a special twist)
Copy link
Facebook
Email
Notes
More
10
Share

The learning curve has been steep since the beginning of our Partnership.

We already bought 2 stocks and the ETF Portfolio launched.

Today, we’re adding another Compounding Machine to the list.

Historical transactions

  • Buying a Quality Cannibal Stock on Monday 9 October. You can read the full investment case here.

  • Buying an Owner-Operator Quality Stock on Monday 16 October. You can read the full investment case here.

Compounding Machine

Here are some of the essentials of the next stock we’ll buy for 5% of the portfolio:

  • The CEO and Founder still owns 25% of the company

  • The end market as a whole should be able to grow at 11.5% per year until 2030

  • The company has a healthy balance sheet and focuses on organic growth

  • The company has grown its revenue with almost 30% per year over the past 5 years

  • High profitability with excellent capital allocation skills

  • The company compounded at more than 40% per year since its IPO

Let’s dive into the Investment Case and prepare our transaction.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Compounding Quality
Publisher Privacy
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More