The Compounding Tortoise

The Compounding Tortoise

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Weekly Digest

Adding Slightly to Two Existing Positions
Projected returns exceed our hurdle rate
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The Compounding Tortoise
Where to Invest in Q3 - Our Picks
Our companies delivered close to 15% year-over-year growth in NOPAT/share
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TSS Closes Cipal Schaubroeck Acquisition
Plus: adding to an overweight position, and discussing Harvia's product innovation and OPEX structure
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2
Why the ROIIC + Growth + FCF Optionality Framework is Underappreciated
Preserving compounding during the tough times: a couple of excellent and not so excellent examples
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Our Buy List
Here's our game plan for today - we've already added to European positions
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3
Each New Crisis Narrows a Quality Investor's Investable Universe
This time: tariffs, crashing consumer confidence, higher savings rate, rising core inflation
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5
When Selling Decisions Teach Us Valuable Lessons
Constantly striving to optimize our quality growth portfolio
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4
VIX Index Spiking to >25%
Why buying the dip could make a lot of sense
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Exor Cutting Its Ferrari Stake by Roughly 16%
Ferrari repurchased 300 million EUR at €450/share
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3
Adding to a Long-Time Winner
Substantial growth runway is still under-appreciated
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6
Is There FOMO in Quality Land?
+ Topicus with a new equity investment worth 170 million EUR
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Opening a New Position in High-End Luxury
Partially locking in a >28% IRR on a core holding that's getting a little expensive
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8
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