The Compounding Tortoise

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

Webinars

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
All You Need to Know About Return On (Incremental) Invested Capital
There's more than meets the eye
 • 
The Compounding Tortoise
4
Put This Wonderful Compounder in Your Coffee Can
Reviewing the recent earnings reports + the core principles of our quality growth portfolio
 • 
The Compounding Tortoise
2
Reviewing The Recent Earnings Reports
+ How to earn additional income on low cost basis stocks
 • 
The Compounding Tortoise
Our Favorite Buys in Q3
+ more insights into "Fooled by Randomness", multiple expansion and Lifco earnings
 • 
The Compounding Tortoise
At The Crossroads Between Perseverance and Herding
+ our H1 performance and glitches in consumer discretionary
 • 
The Compounding Tortoise
How Much Earnings Growth Do We Need?
Decay of high growth rates and our strong focus on proactive capital allocation
 • 
The Compounding Tortoise
© 2024 The Compounding Tortoise
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture