48 Comments
Feb 25Liked by Compounding Quality

This is everything I've been wanting to learn, simplified and written with great clarity. Thank you very much, Compounding Quality!

Expand full comment

Loved this write-up. Really good information!

Expand full comment

Thank you for another insightful gem! Very clear and easy to understand. I always learn something new that I can act on. Please keep it up.

Expand full comment
Feb 23Liked by Compounding Quality

Thank you for writing this absolutely fantastic article!

Last night, I shared your website with my teenage son, and told him to read every single piece you had posted. I think you should be teaching this in university! Seriously!

Expand full comment

Great post! In the formulate to be printed and looked at often, shouldn't it be the shareholder yield? It states buyback yield at the moment.

Expand full comment
Feb 23Liked by Compounding Quality

So helpful! I’m finding all your post very insightful. I’m a college student in Louisville, KY about to graduate. Could write about some of your career advice in finance?

Expand full comment
Feb 23Liked by Compounding Quality

This is pure gold !!

Expand full comment
Feb 23Liked by Compounding Quality

Thanks, amazing article - What screeners do you recommend to filter the stock universe?

Thanks in advance

CA

Expand full comment

I want to greet you from the bottom of my heart

Expand full comment
Mar 15Liked by Compounding Quality

Pleased the way you explained everything with ease and simplicity amazing !

Expand full comment

Hey James! Thanks a lot for this awesome write up. Super helpful. Btw can you share some resources, that you found to be the most reliable, for a beginner who wishes to learn in depth about valuation? Thanks

Expand full comment

Another winner write-up. Thanks, CQ!

Expand full comment
Feb 23Liked by Compounding Quality

Have been considerably discouraged .... My dialogue with you you has been compromised ... Sorry ... Would be my greatest wish to know that I have consulted with a extremely blessed investor like you .... Please ... If GOD LIVES IN .... corybattcorp@yahoo.com .... I believe in you

Expand full comment

Do you prefer free cashflow yield calculated using market cap or EV?

Expand full comment

Thank you for the article. I loved it. But I'm still struggeling with the selling part. Microsoft rose a lot lately and has a p/e of 37 now. Based on tje article I would say "hold" because growth is more important. But you can also argue the tech cycle (Howard Marks) is ending and 37 p/e is too much. AΒ΄y thoughts?

Expand full comment

Thanks for sharing,

For the expected returns formula, how do you calculate de contraction of the P/E multiple? The assumptions are based on historical data?

Thanks!

Expand full comment