51 Comments
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Carlos Ruiz's avatar

This article is pure gold, you are exceeding expectations week after week. A must read for any investor no matter how experienced. Thanks for your continuous contributions!

Compounding Quality's avatar

It's an honor, Carlos!

In a few days I'll fly to Omaha to attend the Berkshire Meeting. Next 2 articles will cover a few lessons learned from the meeting and Warren Buffett in general.

Carlos Ruiz's avatar

All the best for your trip! Sure it will be big time to learn and network with many great investors! Looking forward to your next posts 🙌🏻

Fernando's avatar

Great article QC, you are getting better!!! You are a quality stock yourself!

Compounding Quality's avatar

This made me smile. :) And you are a quality reader!

Joseph Barnes's avatar

I read your articles every Tuesday and Thursday without fail - always very informative and enjoyable reads. Thank you!

Compounding Quality's avatar

Thank you, Joseph! The best is yet to come!

Still doing this on the side right now but I'll probably quit my job to run this account full time. This will allow me to provide even better content to you guys.

Fredrick Wafula's avatar

Great insight and breakdown on how to find a suitable stock for investment.

Compounding Quality's avatar

Glad you liked this! If you have any suggestions for future articles, just let me know. :)

Isaac B.'s avatar

Thanks for sharing!

Compounding Quality's avatar

Thank YOU for reading it, Isaac!

José Antonio's avatar

As always, thank you very much for your time and for sharing your knowledge.

Compounding Quality's avatar

Thank YOU for reading it, José!

Slow Dividend's avatar

A lesson on how to analyze a company

Compounding Quality's avatar

Those cover just the basics, but it can already help you a lot!

PS's avatar

Waaww, not everybody can writw like this. You re doing people a grear favour by educating them on the key factors to look for. Excellent articles, congrats

Compounding Quality's avatar

I am honored!

As Charlie Munger once said: the best thing a human being can do is to help another human being know more.

PS's avatar

I noticed on twitter you re talking about a doc you compiled with 200 case studies. Is is possible to receive it please?

Thanks

PS

Maisam's avatar

Danke!

Shevant Balgobind's avatar

Thank you for the time and effort you put into these. As a budding investor who is also looking to upskill myself to get into a career involving investment management, I can't tell you the value i've gotten from your work. All i ask is please keep doing what you do!

Compounding Quality's avatar

It's an honor, Shevant! Don't hesitate to reach out if you have any questions to build a career in investing management.

P K's avatar

"SHIBUMI"!!!

Sadly, Substack lets me give only one "like", otherwise I would hit the button 1000 times! ; )

Have a great weekend, CQ!

Compounding Quality's avatar

Have a great weekend too, Pavel!

Nicholas Cerrone's avatar

Amazing work, this must be considered as a go-to for every person interested in invest in a good way following one ideal path like this. Thank you!!

Compounding Quality's avatar

It's an honor, Nicholas! The greatest gift you can give me is sharing this newsletter with friends & family. :)

Tyler Corderman's avatar

Another incredible piece of yours, thank you. You have so much knowledge and insights to share in such a clear and easy-to-read manner. Thank you!

Compounding Quality's avatar

Thank you, Tyler! As a kid I always wanted to become a teacher. I choose for the asset management world instead. This newsletter combines both worlds. :)

Tyler Corderman's avatar

Compounding Quality, I appreciate hearing this. It's cool that, as a young person, you felt an aspiration to be a teacher and that you've found a unique way to bridge your passions. I have a deep respect and reverence for all teachers. It's an incredible pursuit, to share, mentor, and inspire people to become wiser and better versions of ourselves. I've begun to realize that we're all one or two steps in front or behind someone else and so have something to offer or learn on this path.

Majed's avatar

Thanks for the great article I enjoyed reading it and I will apply it to all of my stocks

Compounding Quality's avatar

It's an honor, Majed. Very happ to have you.

kkwoo's avatar

I appreciate this article so much I was wondering: do you have a tip jar for expressions of gratitude?

Compounding Quality's avatar

Hi Kevin,

Thank you very much for your kind message. No need to give tips at this point in time. Sharing articles you think are worth to read with friends and family is the biggest gift you can give me. :)

Ralf Schumacher's avatar

This is absolutely great, very logical, profound and easy to follow and apply. Looking forward to the (reverse) DCF article. Thanks

Compounding Quality's avatar

It's an honor, Ralf! I'll write one about capital allocation and reverse DCF in the near future.