The Compounding Tortoise

The Compounding Tortoise

Home
Deep Dives
Our Portfolio
Concepts
Webinars
Weekly Digest
Earnings Recaps
Letters to Our Partners
Podcasts
Archive
About

Webinars

Three-Pronged Framework to Identify the Best Compounders
Unmatched market leadership, unmatched ROIIC, and longevity of high cash IRRs
 • 
The Compounding Tortoise
4
Q4 Earnings Season - Our Tortoises Keep Delivering
"Watching paint dry" - why we love boring excellence
 • 
The Compounding Tortoise
1
Valuing Quality Growth Companies
Why we prefer NOPAT over Free Cash Flow (FCF), and how to calculate it for quality growth companies
 • 
The Compounding Tortoise
Our Portfolio Heading into 2025
Part II "Strategy 2025" webinar - Why do we own what we own?
 • 
The Compounding Tortoise
Strategy 2025 - Part I/II
How to make money when everyone's bullish
 • 
The Compounding Tortoise
1
What Quality Investors Can Learn from Constellation Software's Track Record
Consistency, ROIIC, reinvestment rate, providing no guidance, and other factors
 • 
The Compounding Tortoise
2
Our Potential Buys for 2025
Three serial acquirers, a value-based retailer, and a leading consumer company
 • 
The Compounding Tortoise
2
Constellation Software's Spin-Offs: Unwavering Focus on Profitability
Strengthening competitive positioning as a common denominator for our companies in Q3
 • 
The Compounding Tortoise
7
Q3 Earnings Season - Much Ado About Nothing?
What's really changed over the past quarter?
 • 
The Compounding Tortoise
1
Our Favorite Buys in Q4
Revealing a new Tortoise for an early 2025 deep dive
 • 
The Compounding Tortoise
4
Interest Rates & Quality Growth Investing
Staying loyal to the all-weather strategy
 • 
The Compounding Tortoise
1
Bargains in Luxury Land?
Are we now at a low point after three years of multiple contraction?
 • 
The Compounding Tortoise
1
© 2025 The Compounding Tortoise
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture