The Compounding Tortoise

The Compounding Tortoise

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Weekly Digest

Three Names We'll Buy in November
Real returns on capital & healthy growth
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The Compounding Tortoise
Relevant Company News Supporting Our Investment Theses
Plus, our bi-weekly purchases
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Executing Our Bi-Weekly Purchases
Topping up our positions at >12% IRRs
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What We'll Be Buying in October
Providing info for newer members - three planned buys
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Where to Begin as a New Subscriber This Month? (September 2025)
Starting a portfolio from scratch
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Why Position Sizing is Underrated
Plus earnings reports from serial acquirers, growing profits when invested capital declines
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Adding Slightly to Two Existing Positions
Projected returns exceed our hurdle rate
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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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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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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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The Compounding Tortoise
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