Hi Partner š
Welcome to this weekās šĀ free editionĀ š of Compounding Quality. Each week we talk about the financial markets and give an update on our Portfolio.
If youāre not a subscriber, hereās what you missed this month:
Best Buys March 2024
Portfolio Update
10 Stocks to own forever
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Itās #QualityTuesday!
In this series, Iāll teach you 5 things about the stock market in less than 5 minutes.
Peter Lynch is often described as the chameleon of investing.
He adapted to whatever investment style worked at the time.
In a PDF of 23 pages, Peter Lynch outlines his entire investment strategy. Itās pure gold.
The Peter Lynch Playbook
I truly enjoyed my conversation with Bogumil Baranowski in his Talking Billions podcast.
You can listen to our conversation here:
Listen to the podcast
If you want to find the solution to a complex problem, invert. Always invert. Turn the problem upside down.
Do you want to know how to lead a happy life? Study what destroys peopleās lives.
Do you want to invest in great companies? Study business cases of complete disasters like Enron and LTCM.
āA lot of success in life and business comes from knowing what you want to avoid: early death, a bad marriage etc.ā - Charlie Munger
This is by far my favorite tweet of Morgan Housel ever.
The key to securing your financial future? Invest and let the magic of compounding do its work for you.
And thatās exactly what we are trying to do at Compounding Quality.
Verisign operates as a domain name registry and internet infrastructure provider. They have a monopoly position to register all websites ending with .com and .net.
This provides them with steady and predictable recurring revenue.
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Email any questions to compoundingquality@gmail.com.
Pieter (Compounding Quality)
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I see you've done write ups on owner-operator and cannibal stocks, are you going to do one one monopolies/oligopolies? I'm thinking of $ADBE, $MELI, etc.
Peter Lynch is one of my favorite investors and definitely a legend with 29% annual return.
Though, only downside is that his strategy is based on holding many companies that an average individual investor probably canāt afford or track.
Other than that his strategy is flawless.