82 Comments

Good article. Amazing that you grew a twitter account from 0 to 10k in a month. Respect. You ever want to give up fund management, you can train people in social media. I will be your first pupil. Well done and good luck with the substack

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Dec 9, 2022Liked by Compounding Quality

So much wisdom ... As Ken Honda says ... teach everyone the art of giving and the one who gives keeps on receiving.. Thank you !!

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Dec 26, 2022Liked by Compounding Quality

And an addictive service with constant repeat business without a corresponding increase in COGS.

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Dec 11, 2022Liked by Compounding Quality

This is: appliled wisdom.

It is really spectacular. It inspires emulation.

Thank you

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Oct 17, 2022Liked by Compounding Quality

Good article. Looking forward to reading your future post. Thank you!

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Sep 1, 2022Liked by Compounding Quality

Well down and well-written. I believe you are an interesting voice on Twitter

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Jul 30, 2022Liked by Compounding Quality

Nice letter

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Jul 27, 2022Liked by Compounding Quality

I am new to your newsletter. How do I find your website?

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Mar 19, 2023Liked by Compounding Quality

Absolutely brilliant. I Learnt more from this blog than most investment books & podcasts

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Mar 19, 2023Liked by Compounding Quality

So much amazing content! It’s a crime information like this is not taught in school! Very glad I found your page.

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An amazing blog on investing, pretty basic (& lit) I wish I found your newsletter earlier. Subbed!

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Dec 14, 2022Liked by Compounding Quality

Great article. Really enjoyed reading this and look forward to reading more of your blogs in the future. Joe.

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Sep 12, 2022Liked by Compounding Quality

Great article

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Feb 21, 2023Liked by Compounding Quality

Wow! What a superb piece and a wonderful website! I am so glad I found you CQ! Thank you so much for writing and sharing this amazing content!

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Jan 31, 2023Liked by Compounding Quality

I just got lost in your newsletter for hours and didn’t sleep because of it…and I am happy about it. Thank you - I tried to find a way to donate, but this is my first time in substack.

Any chance you can think on a mid cap article? Perhaps another small cap one? An article where you tie in some Ark ideas or through your opinion on them and analytics? Not just via their fund holdings but your thoughts or ideas and how/if they tie into their research about the future aka their big ideas list and their bad ideas list? And lastly if you do anything around options, long term plays.

Thanks for the great reading

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Jan 22, 2023Liked by Compounding Quality

Wide Moat is the alpha

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