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Webinars

Our Portfolio Heading into 2025
Part II "Strategy 2025" webinar - Why do we own what we own?
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The Compounding Tortoise
Strategy 2025 - Part I/II
How to make money when everyone's bullish
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1
What Quality Investors Can Learn from Constellation Software's Track Record
Consistency, ROIIC, reinvestment rate, providing no guidance, and other factors
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2
Our Potential Buys for 2025
Three serial acquirers, a value-based retailer, and a leading consumer company
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2
Constellation Software's Spin-Offs: Unwavering Focus on Profitability
Strengthening competitive positioning as a common denominator for our companies in Q3
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Q3 Earnings Season - Much Ado About Nothing?
What's really changed over the past quarter?
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Our Favorite Buys in Q4
Revealing a new Tortoise for an early 2025 deep dive
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4
Interest Rates & Quality Growth Investing
Staying loyal to the all-weather strategy
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Bargains in Luxury Land?
Are we now at a low point after three years of multiple contraction?
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1
All You Need to Know About Return On (Incremental) Invested Capital
There's more than meets the eye
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4
Put This Wonderful Compounder in Your Coffee Can
Reviewing the recent earnings reports + the core principles of our quality growth portfolio
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2
Reviewing The Recent Earnings Reports
+ How to earn additional income on low cost basis stocks
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The Compounding Tortoise
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