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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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The Compounding Tortoise
One of the Best Terry Smith Interviews to Date - 6 Highlights
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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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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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🔎 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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How We Define Sustainable Quality Compounding (Part 3)
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🚀 The Best of The Compounding Tortoise
Our 25 most-read blogs to get started with high-return low-risk quality investing
May 21
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🚀 The Best of The Compounding Tortoise
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How We Define Sustainable Quality Compounding (Part 2)
Our thoughts on leasing vs. commitment to owning long-term assets, inflation vs. true pricing power, and normalizing growth
May 20
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How We Define Sustainable Quality Compounding (Part 2)
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How We Define Sustainable Quality Compounding (Part 1)
Our Thoughts on ROIIC, Cash IRR, Cyclicality, Reinvestment Runway, and Pricing Power
May 15
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The Compounding Tortoise
How We Define Sustainable Quality Compounding (Part 1)
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Partner Q&A (#2)
The nuances of modeling and steady-state NOPAT
May 12
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Partner Q&A (#2)
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Partner Q&A (#1)
Elaborating on various topics: steady-state NOPAT, ROIIC, NFP, valuation model...
May 12
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Partner Q&A (#1)
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Why the ROIIC + Growth + FCF Optionality Framework is Underappreciated
Preserving compounding during the tough times: a couple of excellent and not so excellent examples
May 9
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Why the ROIIC + Growth + FCF Optionality Framework is Underappreciated
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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
May 3
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Why Seemingly Undervalued Investment Cases Don't Pan Out: Reality vs. Theory
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