🏰 Win a free subscription
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.
In case you missed it:
Subscribe to get access to these posts, and every post.
It’s #QualityTuesday!
In this series, you’ll learn 5 things about the stock market in less than 5 minutes.
1️⃣ Job Interview Cheat Sheet
Job Interviews are all about preparation.
Here are 12 Job Interview Questions you should prepare for:
Source: Chris Donnelly
2️⃣ Imagine playing Monopoly
Investing is just as Monopoly.
It’s not about how much money you have. It’s about how many assets you own that generate income for you.
3️⃣ One simple investment quote
The First $100k is a B*tch.
Spend less than you earn to reach your first $100k.
🏆 Win a free subscription
Compounding Quality 2.0 has launched this month.
This means a Founding Subscription has been put in place.
Many Partners of Compounding Quality have been very grateful for this.
One of them? Anand (I am just sharing his first name because he wants to stay anonymous).
👏 As a way to say thank you, he wants to give away 4 Founding Subscriptions to Compounding Quality at his expense 👏
Do you want to win this subscription?
Share on Social Media how you think Compounding Quality will help you along your investment journey and email a screenshot of this post to compoundingquality@gmail.com.
Can’t wait? Become a Partner here:
4️⃣ Seth Klarman’s letters
Seth Klarman compounded at 17% per year over multiple decades.
His book “Margin of Safety“ costs $1,999 on Amazon.
Today I'm sharing his shareholder letters with you for free:
5️⃣ Example of a Quality Company
Qualys helps companies find and fix security issues in their computer systems. It checks for risks, monitors for threats, and keeps systems safe.
The platform works in the cloud and gives real-time updates. Companies use it to stay secure and follow security rules.
Net Profit Margin: 29.4%
ROIC: 25.5%
Forward PE: 23.9x
Expected LT EPS Growth: 9.0%
CAGR since IPO in 2012: 20.3%
👉 If you enjoy reading this post, share it with friends! Or feel free to click the ❤️ button on this post so more people can discover it on Substack 🙏
Everything In Life Compounds
Pieter (Compounding Quality)
Whenever you’re ready
That’s it for today.
Do you want to walk our investment journeys together?
Consider becoming a Partner of Compounding Quality.
Compounding Quality is all about securing your financial future.
Whenever you’re ready, here’s how I can help you:
📈 Access to my Portfolio with 100% transparency
📚 Access to my ETF Portfolio
🔎 Full investment cases about interesting companies
📊 Access to the Community
✍️ And much more!
Subscribe now to get access to everything:
Everything In Life Compounds
Pieter (Compounding Quality)
Book
Order your copy of The Art of Quality Investing here
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Finchat: Financial data