Warren Buffett emailed me

New logo

Hi Partner 👋

Welcome to this week’s 📈 free edition 📈 of Compounding Quality. Each week we talk about the financial markets and give an update on our Portfolio.

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I just got an email from Warren Buffett...

... Or not actually from Warren Buffett, but from Munger, Tolles & Olson, the law firm Charlie Munger co-founded, which still does all the legal work for Berkshire Hathaway.

They asked me to change the logo we are using for Compounding Quality.

Their request is 100% justified, of course.

I started Compounding Quality from a small room at my parents' home and used the red Warren Buffett logo to tweet around on X (Twitter at the time) just for fun.

At the time, I could never have imagined that Compounding Quality would grow to over 500,000 social media followers and 225,000 email subscribers.

Here is one of the first tweets ever:

The fact that Warren Buffett has probably seen Compounding Quality is quite intriguing.

Why? Warren Buffett is a true role model for many people (including myself).

Last year, I spent several months reading everything Warren has ever said and written (5,000 pages).

I summarized everything in a 60-page free e-book that you can read here:

10 Key lessons I took away?

1. Be disciplined

2. Buy quality businesses

3. Pricing power is crucial

4. The longer you invest, the better

5. Market fluctuations are your friend

6. Never borrow money to invest in stocks

7. Invest in companies led by great managers

8. Boring companies are usually great investments

9. Invest in companies that can reinvest a lot in organic growth

10. Your best ideas should have the largest weight in your portfolio

Warren Buffett’s integrity is amazing.

The world would be a healthier and wealthier place when everyone could be a bit more like Warren.

And that’s why it was so important to still wink to the old logo in the new one.

And I have to apologize…

… I am sorry that you have to look at my face from now on.

Warren Buffett is way sexier than I am.

And while Warren Buffett can read 500 pages a day, I can scroll through 500 memes a day.

Modern problems require modern solutions.

The advantage we still have? My hair isn’t white yet and hopefully, all Partners can still let the magic of compounding work for us for several decades.

What do you think about the new logo? Curious to hear your thoughts!

Happy Compounding!
Pieter

PS It's quite intriguing that Warren Buffett has probably seen Compounding Quality and the message from Munger, Tolles and Olsen was friendly, especially for lawyers. :)

Whenever you’re ready

That’s it for today.

I would love to welcome you as a Partner to Compounding Quality.

You now only pay $399 instead of $499.

Used sources

• Interactive Brokers: Portfolio data and executing all transactions

• Finchat: Financial data

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