Since Compounding Quality launched on the 1st of October 2023, the Portfolio returned 34.1% versus 16.4% for the S&P 500. This means we did 17.7% better than the S&P500 over the past 5 months. Is this level of outperformance sustainable? Absolutely NOT. The goal is to outperform the index by 3% in the very long term and we don’t care about short-term market fluctuations.
I appreciate the inclusion of the "buy below" prices for each company in the portfolio reviews. This information is very helpful for community members who are allocating new capital to the portfolio. Thanks!
You guys are doing a great job. Looking for feedback and from your subs. An indictor of what companies are lowering employee count at the same time increasing revenues and earnings? Becoming more productive with the use of AI or tech? Revs/earnings per employee ratio and trend?
In general, I wouldn't like it when the company is laying off a lot of employees. AI can make your business more productive, but in the end you can't keep growing your revenue and FCF when you continue to lay off employees.
I appreciate the inclusion of the "buy below" prices for each company in the portfolio reviews. This information is very helpful for community members who are allocating new capital to the portfolio. Thanks!
Good to know! Let's update these numbers on a regular basis from now on
Good article and performance, CQ! 👏👏👏
Thank you very much, Eric!
Was looking forward to this update, great work Pieter! Thank you
It's an honor, Francisco!
Thank you sunshine friends gils to activity Thank!
Playse! @
Congratulations. This is an incredible performance.
Thank you! Please remember that this level of outperformance won't continue. :)
Incredible performance!
Great start for sure. But let's keep focusing on the long term!
Exactly. And let compound interest do the work for you.
$ULTA has performed well but it is expensive stock
Great business for sure. I wouldn't personally call it expensive, but also not cheap
Expensive from an options trading perspective....I should have clarified that
Congratulations! Impressive.
It's an honor to have you, Adrian!
You guys are doing a great job. Looking for feedback and from your subs. An indictor of what companies are lowering employee count at the same time increasing revenues and earnings? Becoming more productive with the use of AI or tech? Revs/earnings per employee ratio and trend?
Thanks,
Chaddy
Hi Chad,
I don't look at these kind of numbers too much.
In general, I wouldn't like it when the company is laying off a lot of employees. AI can make your business more productive, but in the end you can't keep growing your revenue and FCF when you continue to lay off employees.
LOL ,,, do people actually believe you? just curious
I communicate all transactions before I execute them so you can recalculate everything if you want. Honesty and transparency are very correct.
So before making these kind of comments, please do your due diligence. :)
Good job, but why as a subscriber i do not the full list of portfolio companies?
Hi Murat,
Something went wrong here. You can see them here: https://www.compoundingquality.net/p/portfolio-update