The Compounding Tortoise
Sharing in-depth reports on high-quality compounders | Teaching our subscribers how to build a portfolio with high returns and low risk
Fundamental Analysis
Why the ROIIC + Growth + FCF Optionality Framework is Underappreciated
Preserving compounding during the tough times: a couple of excellent and not so excellent examples
Reverse Thinking: Why We Stick to Best-of-Breed Companies
Being laser-focused on fundamental superiority - that's our margin of safety
Why Seemingly Undervalued Investment Cases Don't Pan Out: Reality vs. Theory
Illustrated with Delta Plus - FX, working capital, ROIC vs. ROIIC, and capital allocation
It's Buy-and-Monitor, Not Buy-and-Hold
Scenario analysis on FCFs not being distributed to shareholders, taxes, and other factors
Valuation
