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Compounding Quality Profile picture
@QCompounding
Oct 16, 2022 • 2 tweets • 1 min read • Read on X
🧵🏆 20 Undervalued Quality Stocks

Stocks in an oligopoly (where a few players dominate the entire market) outperform the S&P500 with a wide margin.

In this thread, we'll discuss the 20 best stocks ⬇️⬇️⬇️ Image
So far, this list has outperformed the S&P 500 by more than 11% in less than 4 months: Image

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More from @QCompounding

Compounding Quality Profile picture
Apr 9
10 of the best visuals I have ever seen

1. SWOT Analysis: Image
2. Job Interview Cheat Sheet (Credits: Dr. Miro Bada) Image
3. How to analyze a balance sheet: Image
Read 11 tweets
Compounding Quality Profile picture
Apr 9
Joel Greenblatt is one of the best investors in the world

Between 1985 and 2005, his Magic Formula compounded on average with 33% (!) per year

Today, I'll teach you everything you should know about the Magic Formula: Image
1. In 2006, Greenblatt wrote a book called The Little Book That Beats The Market.

He wanted to explain investing so simply that even his kids could understand it.

The key idea:
Buy good companies at cheap prices. Image
2. In his book, he introduces The Magic Formula.

Between 1988 and 2004, this simple formula returned 33% annually.

Way more than the average investor.

But how does it work? Image
Read 8 tweets
Compounding Quality Profile picture
Apr 8
A stock market crash can be scary.

But it's actually a good thing for long term investors.

Here are some tips on how to handle it and make the best out of tough times: Image
1. First things first: Don’t panic!

Market crashes are normal.

They happen every few years, and history shows that markets tend to bounce back over time. Image
2. Focus on quality

If you own solid, well-researched stocks, don’t sell them in fear.

These companies usually recover faster than others. Keep your faith. Image
Read 9 tweets
Compounding Quality Profile picture
Apr 7
Some companies are almost untouchable

Why? They have a strong competitive advantage or moat

For years, investors have hunted for these companies

The ones with strong brands, powerful patents, and network effects

Let’s break it down 👇 Image
1. Quality investing is the key

Instead of buying “cheap” companies, you buy wonderful businesses at fair prices.

These companies have:
✅ Strong moats
✅ Great management
✅ High profitability
✅ Low capital intensity
✅ Attractive growth Image
2. Focus on the ROIC

Since 1994, high-quality stocks have outperformed by 4.2% per year.

Why? It all comes down to Return on Invested Capital (ROIC).

Great businesses don’t just make money, they make a lot of money on every dollar they invest. Image
Read 16 tweets
Compounding Quality Profile picture
Apr 7
The Fear & Greed Index indicates that we are currently in ‘Extreme Fear’ Mode.

We love this as we want to be greedy when others are fearful.

Here are 10 quality stocks down 20% or more in the last 30 days: Image
1. Adobe (ADBE): -22.3%

Adobe makes software for creating and editing digital content, like photos, videos, and documents.

And they charge a monthly toll to millions of creators for the privilege. Image
2. Arista Networks (ANET): -22.8%

Arista makes high-speed network equipment for data centers.

Their switches and software move data fast and safe across cloud networks.

Think of it as selling shovels in a gold rush, except the gold is data. Image
Read 12 tweets
Compounding Quality Profile picture
Apr 6
Everyone should read Poor Charlie's Almanack at least once a year

Every single sentence is pure magic

Here's a detailed summary: Image
1. Introduction and Dedication Image
2. Biography & Early Life Image
Read 14 tweets

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