The Compounding Tortoise

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The Compounding Tortoise
The Compounding Tortoise
Thorough Analysis: More Crucial Than Ever

Thorough Analysis: More Crucial Than Ever

+ Coffee can investing and central banks

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The Compounding Tortoise
Sep 13, 2024
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The Compounding Tortoise
The Compounding Tortoise
Thorough Analysis: More Crucial Than Ever
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Welcome to another weekly digest to stay informed about everything that matters most to quality growth investors!

In case you’ve missed our previous posts:

  1. The Asymmetrical Risk-return of Quality Companies

  2. Deep Dive - O’Reilly Automotive

+ much more on earnings reviews, fundamentals analysis

If you haven’t yet, subscribe to get access to these posts, and every other post.

We’re humbled to have welcomed many new premium members over the past few days! Here are some of the most recent testimonials.

If you enjoyed reading this post, feel free to share it with friends! Or feel free to click the like button on this post so more people can discover it on Substack.

Topics to be discussed in this digest:

  • Stock market volatility and the IRRs - coffee can approach

  • Addressing one of our premium member’s questions on ROIC and the impact of M&A. We give a sneak peek at our - currently in progress - Harvia deep dive. It highlights why a focused and thorough analysis process without the use of screeners is so important. Be old-school and read the annual reports!

So let’s jump right in!

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