11 Comments
Mar 4Liked by Compounding Quality

Got it. Thanks

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Sep 5, 2023Liked by Compounding Quality

CQ, congratulations on your big success! It comes as no surprise. The quality and depth of your work are unsurpassed!

The new chapter of Compounding Quality will begin soon, and I can't wait to immerse my mind into it. I am certain it will be great!

🙏

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author

The honor is all mine, Pavel!

Glad to have you as a partner. :)

“We have an attitude of partnership. Charlie Munger and I think of our shareholders as owner-operators.” – Warren Buffett

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Thanks a lot. Could you please tell me how much draw dawn your portfolio has seen in 2022? Also do you provide short period of trial or paid membership to get the feel of it ? Thanks

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author

Hi NH,

The offical track record is there since QC launched on the 1st of October.

Before, I used to manage my personal portfolio. You can read more about the philosophy here: https://www.compoundingquality.net/p/owners-manual

Currently there is no trial. There is a 20% discount for a subscription. It would be lovely to have you on board!

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Feb 29·edited Feb 29

Hi is the way to reach out to you. how many stocks you hold on your model portfolios ? thanks

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author

Hi,

We are currently building up the portfolio. We are aiming for a Portfolio of 15-18 names.

You can find more info here: https://www.compoundingquality.net/p/owners-manual

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Thanks. How did you find Kainos Grou? Can you pleasealsi provide other similar stocks? 👀

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author

Hi,

I screen for quality stocks from time to time and that's how I found them.

Soon sharing a watchlist with 150 quality companies for Premium Subscribers.

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The stock is great but has a low volume. Is it a problem? Please correct me if I'm wrong.

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author

Hi,

You should always do your own homework and I haven't looked into the company enough.

Purely the low volume wouldn't be a problem for me personally. When you use a limit price, you know what you'll pay.

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