21 Comments
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Wahyu Kurniawan's avatar

Great Content , Thank You .

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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?

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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

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Neuwirth, Stefan's avatar

Amazing stuff guys! Love your content.

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Compounding Quality's avatar

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

Big things will happen in 2023.

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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

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Compounding Quality's avatar

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

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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!

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Compounding Quality's avatar

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

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VinnyLogz's avatar

Bill Ackman follows on Twitter! Nuff said! Lol

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Compounding Quality's avatar

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

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kkwoo's avatar

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

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Compounding Quality's avatar

It's an honor to write for you!

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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.

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Compounding Quality's avatar

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

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Noname's avatar

Great write up👍

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Compounding Quality's avatar

Thank you very much!

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Six Bravo's avatar

High quality and educational as always. Thanks!

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Compounding Quality's avatar

Thank YOU for being one of our most engaged readers!

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Six Bravo's avatar

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

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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

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