Put This Wonderful Compounder in Your Coffee Can

Reviewing the recent earnings reports + the core principles of our quality growth portfolio

Hi fellow Tortoise!

Welcome to another bi-weekly webinar! In today's session, we've covered the recent earnings reports for our portfolio companies.

In light of the rapid growth in our premium community, we've also explored the fundamental principles behind our quality growth portfolio. Specifically, we’ve delved into what it takes for a quality company to earn the title of a “Compounding Tortoise”.

We’re particularly excited about the recent developments for one of our compounders in specialty consumer products. “Put it in your coffee can”, we’d say.

The webinar highlights the key elements of sustained compounding, also using examples of companies that struggle to implement these aspects effectively.

We refrain from looking in the rearview mirror (i.e. quoting past CAGRs, past growth rates, past ROICs). Rather, it’s about understanding what cements the future success of long-lasting compounders.

You can find the video and PDF material below.