The Compounding Tortoise

The Compounding Tortoise

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Webinars

How Timing Uncertainty of Reinvestments Impacts Companies' Value Creation
Margin of safety: focus on truly high ROIIC and IRR companies that can keep reinvesting
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The Compounding Tortoise
3
Preparing for Q2 Earnings Season
No one has a crystal ball - focus on the long-term growth outlook
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The Compounding Tortoise
1
Unveiling the Coffee Can Experiment
15 stocks to compound your hard-earned money
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The Compounding Tortoise
1
The Risk of Extrapolating Rolling Metrics
Shedding light on Fundsmith's summary table
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The Compounding Tortoise
1
Our Core Principles for Sustainable Quality Compounding
Past performance, the path forward, and scenario analysis
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The Compounding Tortoise
1
Buy-And-Monitor Instead of Buy-And-Hold-Forever
Why we run a concentrated but proactive portfolio strategy
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The Compounding Tortoise
3
Reverse Thinking: Why We Stick to Best-of-Breed Companies
Being laser-focused on fundamental superiority - that's our margin of safety
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The Compounding Tortoise
3
Our Valuation Model: Key Concepts
Why we look for high-quality growth
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The Compounding Tortoise
5
The Tortoise Approach to Tariff Turbulence
Why we shouldn't even try predicting short-term moves
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The Compounding Tortoise
What Will We Buy Next?
Recessionary conditions are looming, but will they impact our companies?
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The Compounding Tortoise
1
Tariff Uncertainty and Stagflation Fears
Is a reset in investor expectations warranted?
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The Compounding Tortoise
3
Three-Pronged Framework to Identify the Best Compounders
Unmatched market leadership, unmatched ROIIC, and longevity of high cash IRRs
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The Compounding Tortoise
4
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