🏰 How The Greats Invest
A conversation with Adam Taggart
Hi Friend 👋
Welcome to this week’s 📈 free edition 📈 of Compounding Quality. Each week we talk about the financial markets and give an update on our Portfolio.
In case you missed it:
- 10 Stocks to own Forever
- Our Shopping List (Attractive Buys)
- 10 Stocks For 2025
Subscribe to get access to these posts, and every post.It’s #QualityTuesday!
In this series, you’ll learn 5 things about the stock market in less than 5 minutes.
1️⃣ How The Rich Think
The number one lesson from the book Rich Dad Poor Dad?
Make your money work for you.
Like in the game Monopoly, it’s not about how much money you have but about how many streets and hotels you own.
Invest in assets to make money while you sleep.
2️⃣ 11 Lessons from Mark Leonard
The best capital allocator in the world?
Mark Leonard (Constellation Software).
Here are 11 incredible lessons from the most discrete CEO ever:
3️⃣ One Simple Investment Quote
Timing the market? It’s a fool’s game.
Investing is all about buying the right businesses.
“The real fortunes in this country have been made by people who have been right about the business they invested in, and not right about the timing of the stock market.” - Warren Buffett
4️⃣ How The Greats Invest
Last week, I had a very interesting conversation with Adam Taggart. He has over 100,000 followers on YouTube.
You can watch it here:
5️⃣ Example of a Quality Company
People today often care more about their pets’ health than their own. Zoetis benefits from this.
The company makes medicine for animals. They help pets, farm animals, and vets stay healthy.
Their products treat sickness and prevent disease. Zoetis also creates vaccines and tests for animal health.
Why might Zoetis be interesting?
High profitability: FCF Margin of 25.2%
Very attractive end market
Great capital allocation skills: ROIC of 24.0%
Whenever you’re ready
That’s it for today.
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Everything In Life Compounds
Pieter
PS: Order your copy of The Art of Quality Investing.
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Finchat: Financial data