The Compounding Tortoise
Subscribe
Sign in
Home
Deep Dives
Our Portfolio
Concepts
Webinars
Weekly Digest
Earnings Recaps
Letters to Our Partners
Archive
About
Webinars
Latest
Top
Discussions
Q3 Earnings Season - Much Ado About Nothing?
What's really changed over the past quarter?
18 hrs ago
•
The CT
5
Share this post
Q3 Earnings Season - Much Ado About Nothing?
thecompoundingtortoise.substack.com
Copy link
Facebook
Email
Note
Other
1
Our Favorite Buys in Q4
Revealing a new Tortoise for an early 2025 deep dive
Oct 6
•
The CT
7
Share this post
Our Favorite Buys in Q4
thecompoundingtortoise.substack.com
Copy link
Facebook
Email
Note
Other
4
Interest Rates & Quality Growth Investing
Staying loyal to the all-weather strategy
Sep 21
•
The CT
6
Share this post
Interest Rates & Quality Growth Investing
thecompoundingtortoise.substack.com
Copy link
Facebook
Email
Note
Other
1
Bargains in Luxury Land?
Are we now at a low point after three years of multiple contraction?
Sep 7
•
The CT
17
Share this post
Bargains in Luxury Land?
thecompoundingtortoise.substack.com
Copy link
Facebook
Email
Note
Other
1
All You Need to Know About Return On (Incremental) Invested Capital
There's more than meets the eye
Aug 25
•
The CT
18
Share this post
All You Need to Know About Return On (Incremental) Invested Capital
thecompoundingtortoise.substack.com
Copy link
Facebook
Email
Note
Other
4
Put This Wonderful Compounder in Your Coffee Can
Reviewing the recent earnings reports + the core principles of our quality growth portfolio
Aug 13
•
The CT
11
Share this post
Put This Wonderful Compounder in Your Coffee Can
thecompoundingtortoise.substack.com
Copy link
Facebook
Email
Note
Other
2
Reviewing The Recent Earnings Reports
+ How to earn additional income on low cost basis stocks
Jul 27
•
The CT
9
Share this post
Reviewing The Recent Earnings Reports
thecompoundingtortoise.substack.com
Copy link
Facebook
Email
Note
Other
Our Favorite Buys in Q3
+ more insights into "Fooled by Randomness", multiple expansion and Lifco earnings
Jul 12
•
The CT
10
Share this post
Our Favorite Buys in Q3
thecompoundingtortoise.substack.com
Copy link
Facebook
Email
Note
Other
At The Crossroads Between Perseverance and Herding
+ our H1 performance and glitches in consumer discretionary
Jun 30
•
The CT
6
Share this post
At The Crossroads Between Perseverance and Herding
thecompoundingtortoise.substack.com
Copy link
Facebook
Email
Note
Other
How Much Earnings Growth Do We Need?
Decay of high growth rates and our strong focus on proactive capital allocation
Jun 15
•
The CT
6
Share this post
How Much Earnings Growth Do We Need?
thecompoundingtortoise.substack.com
Copy link
Facebook
Email
Note
Other
Dealing w/ Opportunity Costs As Quality Growth Investors
Contextualizing IRRs, optionality and relative performance
May 31
•
The CT
8
Share this post
Dealing w/ Opportunity Costs As Quality Growth Investors
thecompoundingtortoise.substack.com
Copy link
Facebook
Email
Note
Other
Exceptional Absolute and Risk-Adjusted Returns - Why and For How Long?
Under-appreciation of strong ROIICs, reinvestment rates, balance sheets and great managers
May 19
•
The CT
5
Share this post
Exceptional Absolute and Risk-Adjusted Returns - Why and For How Long?
thecompoundingtortoise.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts