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!

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Loved this write-up. Really good information!

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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.

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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!

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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.

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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?

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Feb 23Liked by Compounding Quality

This is pure gold !!

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Feb 23Liked by Compounding Quality

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

Thanks in advance

CA

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I want to greet you from the bottom of my heart

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Mar 15Liked by Compounding Quality

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

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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

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Another winner write-up. Thanks, CQ!

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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

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

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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. A´y thoughts?

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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!

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