21 Comments
User's avatar
Wahyu Kurniawan's avatar

Great Content , Thank You .

Filipe Balseiro's avatar

Great content as usual! You mention on a couple of your articles the Weighted Average Cost of Capital (WACC). How do you get that value?

Compounding Quality's avatar

Hi Filipe,

You can read it in our article about ROIC. Take a look here: https://qualitycompounding.substack.com/p/what-you-need-to-know-about-return

Neuwirth, Stefan's avatar

Amazing stuff guys! Love your content.

Compounding Quality's avatar

Thank you very much, Stefan. The best is yet to come!

Big things will happen in 2023.

Julian Toedter's avatar

Great educational write up, thanks for this! Think the poll approach on what to cover next for readers is really good

Compounding Quality's avatar

That's very good and relevant feedback, Julian. Thank you very much!

VinnyLogz's avatar

So glad I found this app and your content, it’s so articulate but easily understood, and of course it’s all top quality information!

Compounding Quality's avatar

Thank you very much. The best is yet to come!

VinnyLogz's avatar

Bill Ackman follows on Twitter! Nuff said! Lol

Compounding Quality's avatar

Indeed. My most famous followers are probably Bill Ackman, Jeff Bezos and Lebron James. :)

kkwoo's avatar

Thanks for publishing about moats - I've been waiting with much anticipation for this!

Compounding Quality's avatar

It's an honor to write for you!

Do Thi Dieu Thuong's avatar

Thank you for your work! It's one of my favorite blog to read and it does bring me new knowledge.

Compounding Quality's avatar

You have no idea how much this means to us. Thank you very much! The best is yet to come.

Noname's avatar

Great write up👍

Compounding Quality's avatar

Thank you very much!

Six Bravo's avatar

High quality and educational as always. Thanks!

Compounding Quality's avatar

Thank YOU for being one of our most engaged readers!

Six Bravo's avatar

True education has no graduation and you help us learn. Much appreciated.

User's avatar
Comment deleted
Feb 2, 2023
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Compounding Quality's avatar

Heico is a beautiful example of a company with a wide moat.

It's one of the core positions of François Rochon too. We wrote about him here: https://qualitycompounding.substack.com/p/how-to-outperform-the-market-by-francois