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
The AI narrative is powerful, but I believe the real winners will be those who combine innovation with durable economics. I wrote about this in my recent review — showing how thesis-driven investing captured both AI and energy transitions. Happy to share here
Thank you very much! I try to keep everything simple so everyone is able to understand the posts.
All articles which we currently write (1 each Tuesday and 1 each Thursday) will stay 100% free.
In September - October this year, we might launch a paid section which shows our portfolio, investable universe, investment cases, .. For those who want more deeper content.
The AI narrative is powerful, but I believe the real winners will be those who combine innovation with durable economics. I wrote about this in my recent review — showing how thesis-driven investing captured both AI and energy transitions. Happy to share here
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.
Wow. This must be the kindest message we've ever received, Kevin! You have no idea how much this means to us.
There is no need to donate money to us. When you would tell family and friends about our Substack, that's the biggest donation you can give.
Currently, we're not allowed by our employer to share investment cases. Later this year, this might change. In that case we will launch a full Compounding Quality service offering investment courses, investment cases, and an insight in our investable universe as well as in our portfolio. Please note that these kind of articles would be only for paid subscribers (something we don't offer yet).
The AI narrative is powerful, but I believe the real winners will be those who combine innovation with durable economics. I wrote about this in my recent review — showing how thesis-driven investing captured both AI and energy transitions. Happy to share here
The AI narrative is powerful, but I believe the real winners will be those who combine innovation with durable economics. I wrote about this in my recent review — showing how thesis-driven investing captured both AI and energy transitions. Happy to share here
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
The AI narrative is powerful, but I believe the real winners will be those who combine innovation with durable economics. I wrote about this in my recent review — showing how thesis-driven investing captured both AI and energy transitions. Happy to share here
https://open.substack.com/pub/thesisrationale/p/annual-investment-review-20242025?r=48cf8j&utm_medium=ios
So much wisdom ... As Ken Honda says ... teach everyone the art of giving and the one who gives keeps on receiving.. Thank you !!
An amazing blog on investing, pretty basic (& lit) I wish I found your newsletter earlier. Subbed!
Thank you very much! I try to keep everything simple so everyone is able to understand the posts.
All articles which we currently write (1 each Tuesday and 1 each Thursday) will stay 100% free.
In September - October this year, we might launch a paid section which shows our portfolio, investable universe, investment cases, .. For those who want more deeper content.
Good article. Looking forward to reading your future post. Thank you!
The AI narrative is powerful, but I believe the real winners will be those who combine innovation with durable economics. I wrote about this in my recent review — showing how thesis-driven investing captured both AI and energy transitions. Happy to share here
https://open.substack.com/pub/thesisrationale/p/annual-investment-review-20242025?r=48cf8j&utm_medium=ios
Nice letter
Absolutely brilliant. I Learnt more from this blog than most investment books & podcasts
Thank you very much, Shevant! The best is yet to come!
So much amazing content! It’s a crime information like this is not taught in school! Very glad I found your page.
Thank you Vinny! We will write an 'Compounding Quality Owners Manual' in the future.
And an addictive service with constant repeat business without a corresponding increase in COGS.
Exactly!
What’s the secret to Twitter growth? Tech us that :-) all the best and great service
1. Provide value
2. Provide value
3. Provide value
:)
Great article
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
Wow. This must be the kindest message we've ever received, Kevin! You have no idea how much this means to us.
There is no need to donate money to us. When you would tell family and friends about our Substack, that's the biggest donation you can give.
Currently, we're not allowed by our employer to share investment cases. Later this year, this might change. In that case we will launch a full Compounding Quality service offering investment courses, investment cases, and an insight in our investable universe as well as in our portfolio. Please note that these kind of articles would be only for paid subscribers (something we don't offer yet).
The AI narrative is powerful, but I believe the real winners will be those who combine innovation with durable economics. I wrote about this in my recent review — showing how thesis-driven investing captured both AI and energy transitions. Happy to share here
https://open.substack.com/pub/thesisrationale/p/annual-investment-review-20242025?r=48cf8j&utm_medium=ios
Great article. Really enjoyed reading this and look forward to reading more of your blogs in the future. Joe.
Thank you very much, Joe!
Well down and well-written. I believe you are an interesting voice on Twitter
I am new to your newsletter. How do I find your website?
Here you can find the home page: https://qualitycompounding.substack.com/
The AI narrative is powerful, but I believe the real winners will be those who combine innovation with durable economics. I wrote about this in my recent review — showing how thesis-driven investing captured both AI and energy transitions. Happy to share here
https://open.substack.com/pub/thesisrationale/p/annual-investment-review-20242025?r=48cf8j&utm_medium=ios
Nice I loved it
ok. waiting ;). Thx
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!
Thank you very much. Do not hesitate to reach out if you have any questions.
The best is yet to come!