Compounding Quality

Compounding Quality

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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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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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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
Adding 3% to this stock
I think Mr. Market is very depressed about a stock we own right now. The fact that Mr. Market offers them at a discount today sounds like music to my…
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Compounding Quality
Adding To A Luxury Conglomerate
LVMH's great luxury conglomerate. The stock is trading at a Black Friday discount if you ask me. On Monday at the opening, we will add 2% to Our…
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Compounding Quality
🍴The Ultimate Cannibal
Tomorrow at the opening, we will buy a new stock. It’s a Cannibal Stock that will buy back roughly 9% (!) of its outstanding shares per year. The…
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🔥 Adding to this stock
Welcome to this brand-new series: 🔥 Idea of the month. Each month, I’ll provide you with an interesting investment idea. Our first idea in this series…
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