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Adding Slightly to Two Existing Positions
Projected returns exceed our hurdle rate
Jun 26
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Adding Slightly to Two Existing Positions
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Where to Invest in Q3 - Our Picks
Our companies delivered close to 15% year-over-year growth in NOPAT/share
Jun 18
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Where to Invest in Q3 - Our Picks
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The Risk of Extrapolating Rolling Metrics
Shedding light on Fundsmith's summary table
Jun 14
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The Risk of Extrapolating Rolling Metrics
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One of the Best Terry Smith Interviews to Date - 6 Highlights
How to use compound interest to grow your investments
Jun 11
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One of the Best Terry Smith Interviews to Date - 6 Highlights
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Pitching Harvia to a Family Office
Long-term focused investors with a multi-million stake in Harvia
Jun 10
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Pitching Harvia to a Family Office
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How We Define Sustainable Quality Compounding (Part 4)
Pool Corporation: navigating the recent COVID cyclicality that led to poor ROIICs
Jun 5
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How We Define Sustainable Quality Compounding (Part 4)
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TSS Closes Cipal Schaubroeck Acquisition
Plus: adding to an overweight position, and discussing Harvia's product innovation and OPEX structure
Jun 3
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TSS Closes Cipal Schaubroeck Acquisition
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McKinsey's First Principles of Valuation
Our key 10 takeaways from the TIP interview with Tim Koller
Jun 1
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McKinsey's First Principles of Valuation
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May 2025
Our Core Principles for Sustainable Quality Compounding
Past performance, the path forward, and scenario analysis
May 30
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Our Core Principles for Sustainable Quality Compounding
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🔎 Everything You Need to Know About Valuation vs. ROIIC and Durability
Why and when paying up for quality makes sense: one of our favorite companies
May 29
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🔎 Everything You Need to Know About Valuation vs. ROIIC and Durability
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How We Define Sustainable Quality Compounding (Part 3)
Copart's recent performance: rolling ROIC versus incremental returns
May 28
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The Compounding Tortoise
How We Define Sustainable Quality Compounding (Part 3)
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Q3 2025 - AutoZone - Full Analysis
Highest comp since Q2 FY2023 despite muted same-SKU inflation (<1%)
May 27
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Q3 2025 - AutoZone - Full Analysis
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