21 Comments

Great Content , Thank You .

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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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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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Amazing stuff guys! Love your content.

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

Big things will happen in 2023.

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

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

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Bill Ackman follows on Twitter! Nuff said! Lol

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

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

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It's an honor to write for you!

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

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Great write up👍

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Thank you very much!

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High quality and educational as always. Thanks!

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Thank YOU for being one of our most engaged readers!

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

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Feb 2, 2023
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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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