📈 Buying Our Third Stock (with a special twist)
📈 Buying Our Third Stock (with a special twist)
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.
