Portfolio

Buying The Next Berkshire Hathaway

Aug 16 • Compounding Quality

Portfolio Update: April 2026 (Part II)

The stocks we own

Apr 19 • Compounding Quality

Portfolio Update: April 2026

The stocks we own

Apr 16 • Compounding Quality

The 30-Year Buying Opportunity

What an interesting time to be alive.

Feb 12 • Compounding Quality

Position Switch

It’s time to make a portfolio switch.

Jan 29 • Compounding Quality

🥂 Portfolio Update 2026 (Part II)

Hi Partner 👋

Jan 25 • Compounding Quality

🥂 Portfolio Update 2026

A look at every position in Our Portfolio

Jan 22 • Compounding Quality

🥂 Our Portfolio in 2026

Our Portfolio has never been this cheap

Jan 1 • Compounding Quality

Update Kelly Partners Group

Kelly Partners Group recently held it's Annual General Meeting. We dove into the meeting and update our investment case.

Dec 2, 2025 • Compounding Quality

A Look Into The Portfolio

Times on the stock market are very interesting. Quality is struggling while everything related to AI and momentum seems to skyrocket. A dangerous thing…

Nov 30, 2025 • Compounding Quality

Portfolio Update: November 2025

Portfolio Update: November 2025

Nov 27, 2025 • Compounding Quality

A New Chapter For Our Portfolio

How will the Portfolio evolve from here?

Oct 23, 2025 • Compounding Quality

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