The Compounding Tortoise

The Compounding Tortoise

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Fundamental Concepts

"Cash is King" and Durable Earnings Growth
Plus, executing our bi-weekly purchases
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The Compounding Tortoise
Long Live Relative Underperformance
Taking advantage of dead-money periods
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The Compounding Tortoise
The Relationship Between Growth, Buybacks/Dividends, and Valuation
Understanding the framework of rinse-and-repeat value creation
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The Compounding Tortoise
Everything You Need to Know About Incentives
A great blog, co-authored with The Intellectual Edge
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The Compounding Tortoise
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The Intellectual Edge
Intrigued by Drawdowns
Charlie Munger's "Acknowledging what you don’t know is the dawning of wisdom"
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The Compounding Tortoise
The Art of (Not) Selling - Makings of a Multibagger
Letting time do its work - the paradox of expecting quick positive results
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The Compounding Tortoise
5 Must-Read Papers for Quality Investors
Insights from Michael Mauboussin, Pim van Vliet, McKinsey, and others
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The Compounding Tortoise
Why Investors Are Obsessed w/ Their Cost Basis - The Fallacy of Averaging Down
Sunk costs, outcome bias, mean reversion, and being hesitant to averaging up
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The Compounding Tortoise
Today's Randomness & High-Quality Compounders
Resilience and continuous growth is underpriced, even more so today
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The Compounding Tortoise
Finding Excellent Capital Allocators
Building on McKinsey's findings and our previous blogs
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The Compounding Tortoise
How Chris Hohn's Delivered an 18% CAGR Since 2003
Key lessons to be learned from this great investor
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The Compounding Tortoise
One of the Best Terry Smith Interviews to Date - 6 Highlights
How to use compound interest to grow your investments
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The Compounding Tortoise
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