It’s #QualityTuesday!
In this series, I’ll teach you 5 things about the stock market in less than 5 minutes.
1️⃣ Life-Changing Investment
One of my favorite investing podcasts? Stock Club.
I had a wonderful conversation with my friend Emmet Savage about finding life-changing investments.
You can watch the full episode here:
2️⃣ Debt vs Equity
A company can raise money in two ways: Debt or Equity.
Knowing the difference is so important.
In this PDF, you learn everything you need to know:
3️⃣ One simple investment quote
Good investing is like watching paint dry or grass grow.
You want excitement? Go to Las Vegas.
4️⃣ How To Become An AI CFO
One of the best finance experts I know? Nicolas Boucher.
He’s giving a free masterclass on how CFO’s can benefit from Artificial Intelligence.
You can register here:
5️⃣ Example of a Quality Company
Röko is a serial acquirer of niche companies in Europe.
The company wants to be a perpetual owner of small- and medium-sized profitable businesses.
Why did Röko catch my interest? CEO Fredrik Karlsson is one of the best capital allocators in the world.
Karlsson was the CEO of Lifco from 1998 to February 2019. He managed to create a tremendous amount of shareholder value over this period.
Everything in life compounds
Pieter (Compounding Quality)
PS You are not a Partner of Compounding Quality yet? Discover everything you need to know here.
Book
Order your copy of The Art of Quality Investing here
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Fiscal.ai: Financial data
When you're identifying these "tiny compounders," how do you tackle the trade-offs between growth potential and liquidity/volatility risks? Are there threshold metrics you use to filter out the ones that might move but could also trap you in thin markets?
Great article. Talking about Life-Changing Investments, legendary Gold and Silver Investor Rick Rule recently said: "You have no excuse, not to make a million or two, in this market”. Rick Rule shared which 22 mining stocks he owns in 2025
https://ffus.substack.com/p/legendary-gold-and-silver-investor