The Compounding Tortoise

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Lifco AB Q3 2024 - Full Analysis
Puts and takes on relative profitability, and higher Contract Manufacturing activity
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The CT
Q3 Earnings Season - Much Ado About Nothing?
What's really changed over the past quarter?
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The CT
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Adding a New Holding to The Portfolio
Software compounder with below-average volatility delivering a >15% shareholder CAGR
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The CT
Preview Q3 - Harvia: Preparing for the Next Growth Phase
Improving sales performance in Northern Europe and sequential acceleration in North America (up 42.8% in Q2)
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The CT
Preview Q3 O'Reilly Automotive: Growing Outperformance
Accelerated share gains and easier comps starting from Q4 could fuel upside revisions into FY25
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The CT
It's Buy-and-Monitor, Not Buy-and-Hold
Scenario analysis on FCFs not being distributed to shareholders, taxes, and other factors
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The CT
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Preview Q3 Lifco: Stabilizing Comps
Waiting for reaccelerating organic growth in FY25
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The CT
Our Favorite Buys in Q4
Revealing a new Tortoise for an early 2025 deep dive
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The CT
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Letter to Our Partners - Q3 2024
Steady as she goes - sticking with our incredible money makers
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The CT
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September 2024

Serial Acquirer Report September 2024
Studying the factors that matter most
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The CT
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Quality Growth Weekly Digest #18
Foreign currency translation, the China rally, and mid-teens percent growth in our companies' EBITA per share so far in 2024
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The CT
Reallocating Alert
Securing an 80-plus percent return since Oct 2023, as the forward IRR is now at 6%.
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The CT
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