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
Deeply grateful. Thank you, Compounding Quality.
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!
Do you send an email confirmation of joining as a partner? ty!!
Yes I do, Mark!