Compounding Quality

Compounding Quality

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I am buying 3 stocks
We're adding to three top-quality stocks—Brown & Brown, LVMH, and HG Capital Trust—focused on long-term compounding through smart acquisitions, luxury…
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Compounding Quality
Portfolio Update: July 2025
Our portfolio keeps doing well, with a return of 25.1% since launch, and we’re still confident in key holdings like Evolution AB, LVMH, and Novo Nordisk…
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Compounding Quality
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👑 Outperformance Blueprint
The fundamentals of Our Portfolio
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Compounding Quality
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I am buying 4 stocks
The magic of compounding is amazing. Tomorrow at the opening, we will add to four existing positions.
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Compounding Quality
Starting all over again?
Starting fresh with investing? Here's a step-by-step plan from Pieter on how he’d build his portfolio from scratch at Compounding Quality—focusing on…
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Compounding Quality
Portfolio Update: May 2025
Hi Partner 👋
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Compounding Quality
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Buying this stock
Novo Nordisk's stock is down 40%, but its intrinsic value has climbed 40%. With strong fundamentals, patent-protected drugs, and long-term tailwinds in…
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A Look Into Our Portfolio
Want to understand the real value of your portfolio? Start with Owner’s Earnings—EPS growth + dividend yield. It’s the metric that stock prices follow…
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Compounding Quality
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🛒 Buying 7 Stocks
📉 Markets are volatile—but that’s opportunity, not panic. We're adding to 7 positions as valuations drop and expected returns rise. Our portfolio is…
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Compounding Quality
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Why I’m Buying This Stock
A €10K investment in this Private Equity firm in 1995 would be worth €500K today. Why? Strong compounding, tech focus, and access to private markets. On…
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Compounding Quality
📈 Buying a Cash Machine
A hidden gem in the UK: This company has quietly compounded wealth at 26% per year since 2007. This serial acquirer focuses on niche, high-margin…
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Compounding Quality
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Buying the Berkshire Hathaway of SaaS
Topicus is a serial acquirer of Vertical Market Software (VMS) businesses in Europe. A VMS business creates software designed to solve the unique needs…
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Compounding Quality
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