The Compounding Tortoise @CompTortoise
Quality growth investor │ Sharing in-depth reports on compounders │ Teaching our subscribers how to build a portfolio with high returns and low risk │ link👇 thecompoundingtortoise.substack.com Belgium Joined December 2023-
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Reflecting on recent portfolio additions/changes Find more on our S-stack (🔗in bio)
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ROIC is important, but don't forget to reinvest your cash flows... you must take on risk to compound Excellent piece showing why incentives can lead to over-conservatism amongst managers
Focus on revenue growth and stable profitability. High returns on capital, reinvestment rate, longevity drive valuation and total shareholder value
As a long-time share owner and AutoZone/O’Reilly bull, it’s been quite unprecedented to see these share prices hit new all-time highs at such phenomenal pace. New blog $AZO $ORLY
Surround yourself with quality shareholders, even though it likely increases volatility (short-term momentum/sentiment versus intrinsic value creation taking time to materialize) Recommended reading From Lawrence Cunningham
The value of growth - ROIC, reinvestment rate and building conviction Compulsory reading from @SchrodersUS
Capital has a cost, ignoring it can lead to value erosion Worth reading
Our 10 key takeaways from Tim Koller's TIP interview 1️⃣ Value of a Company is a Function of Two Metrics 2️⃣ The Market Will Figure It All Out 3️⃣ Surrounding Yourself with the Right Shareholder Base 4️⃣ Meeting Short-Term Consensus vs. Striving for Maximum Long-Term Value Creation…
Experimenting with LinkedIn to spread the word, you can now find our blogs, insights, and other highlights there. Thanks for following along! linkedin.com/posts/the-comp…
Next write-up, scheduled for Sep (link in bio) Finnish discounter Puuilo $PUUILO Consistent SSS growth, high returns on capital (treating leases as undiscounted CAPEX), continued expansion Extraordinary execution relative to competitors, like Dollarama and AutoZone $DOL $AZO
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