Compounding Quality
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Selling one, buying two
Increasing future returns
Sep 27
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Compounding Quality
131
1
Buying more of this stock
Keep compounding
Sep 20
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Compounding Quality
17
4
Buying The Next Berkshire Hathaway
Hi friend 👋
Aug 16
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Compounding Quality
26
3
1
Portfolio Update: April 2026 (Part II)
The stocks we own
Apr 19
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Compounding Quality
194
8
3
Portfolio Update: April 2026
The stocks we own
Apr 16
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Compounding Quality
268
9
1
The 30-Year Buying Opportunity
What an interesting time to be alive.
Feb 12
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Compounding Quality
125
2
Position Switch
It’s time to make a portfolio switch.
Jan 29
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Compounding Quality
163
🥂 Portfolio Update 2026 (Part II)
Hi Partner 👋
Jan 25
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Compounding Quality
107
1
🥂 Portfolio Update 2026
A look at every position in Our Portfolio
Jan 22
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101
17
2
🥂 Our Portfolio in 2026
Our Portfolio has never been this cheap
Jan 1
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39
24
2
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
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Compounding Quality
25
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
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Compounding Quality
42
6
1
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