The Compounding Tortoise

The Compounding Tortoise

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Deep Dives

Deep Dive - Lotus Bakeries
Discovering the fortune cookie - a prime example of reliable compounding
Aug 28 • 
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Deep Dive - Diploma Plc
Clear mission statement: sustainable quality compounding
Jun 30 • 
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Deep Dive - Ferrari
Maranello’s prancing horse - a safe haven during these uncertain times?
Mar 28 • 
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10
Deep Dive - Constellation Software Inc.
What does the future hold for the VMS behemoth?
Dec 3, 2024 • 
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4
Deep Dive - Harvia Plc
The "Healing with the heat" money machine
Sep 20, 2024 • 
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Deep Dive - O'Reilly Automotive
Becoming the dominant US auto parts retailer in DIY and DIFM
Aug 29, 2024 • 
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Deep Dive - Lifco AB
The best industrial serial acquirer?
Aug 9, 2024 • 
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2
Deep Dive - Otis Worldwide
What's the elevator pitch for a 171-year-old compounder?
Jun 28, 2024 • 
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Deep Dive - Sanlorenzo
Weigh anchor!
May 27, 2024 • 
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6
Deep Dive - Linde Plc
An investment for all seasons
Apr 26, 2024 • 
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Deep Dive - AutoZone
The unmatched cannibal - what to expect going forward?
Mar 28, 2024 • 
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Deep Dive - Hermès International
Rare multi-century longevity - what to expect going forward?
Feb 29, 2024 • 
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