The essence of the portfolio is very simple: Buy wonderful companies, Led by outstanding managers, At fair valuation levels. We want to invest in the best companies in the world. This Owner's Manual helps to create a successful partnership.
I've joined your premium subscription. Looking forward to your insights.
If I can express one wish as a partner, it would be this: Don't forget to look at small-cap compounders! Warren Buffett once said he would never have as good returns anymore as he had when he only managed $100 million...
Feel free to reach out if you want to bounce ideas on the DACH and EU market...
Just joined this subscription, been wanting to for a while - genuinely appreciate your approach and looking forward to spending time reading everything :) thank you
I've joined your premium subscription. Looking forward to your insights.
If I can express one wish as a partner, it would be this: Don't forget to look at small-cap compounders! Warren Buffett once said he would never have as good returns anymore as he had when he only managed $100 million...
Feel free to reach out if you want to bounce ideas on the DACH and EU market...
Hi Maxime,
It's a true honor to have you, partner!
I certainly won't forget about the small-cap compounders! We'll own some great ones in the US, Europe, Australia, ... :)
Just joined this subscription, been wanting to for a while - genuinely appreciate your approach and looking forward to spending time reading everything :) thank you
It's a true honor, Maryem!
I think the FAQ will help to get you started: https://www.compoundingquality.net/p/faq
AWESOME!
The honor is all mine, Pavel!
So pumped to learn more stuffs, can't wait
Really excited to walk this journey together with you!