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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
Sep 8
My 15 most popular visuals:

1. 50 Laws of Investing Image
2. Free Cash Flow vs Net Income Image
3. The power of compounding Image
Read 16 tweets
Compounding Quality Profile picture
Sep 5
Learn Finance through 5 videos taught by 5 legendary investors and teachers. Image
1. Warren Buffett speaks at Florida University:

2. Terry Smith on the Characteristics of a Quality Company:

Read 8 tweets
Compounding Quality Profile picture
Sep 5
Terry Smith’s Investing for Growth is amazing.

Buy great companies, hold tight, and ignore the noise

Here's a detailed summary: Image
1. Introduction Image
2. About Terry Smith Image
Read 19 tweets
Compounding Quality Profile picture
Sep 4
American Hedge Fund billionaire Bill Ackman is a learning machine.

"You can learn investing by reading books."

Here are his 9 favorite investing books everyone should read: Image
1. Security Analysis

This book is a valuation masterclass.

"The stock market is a voting machine in the short run and a weighing machine in the long run." Image
2. Quality of Earnings

This book shows the importance of examining a company's financial statements and earnings to determine their true quality and reliability Image
Read 12 tweets
Compounding Quality Profile picture
Sep 4
Ever wondered what financial statements actually mean? 🤔

Let’s break them down using… a pizza shop 🍕

Simple, tasty, and easy to digest:
1. Balance Sheet = What you own vs. what you owe.

Oven, dough, cheese → Assets
Bank loan for the oven → Liability
The owner’s money in the shop → Equity

Formula: Assets = Liabilities + Equity Image
Example:

- Oven: $10,000
- Ingredients: $2,000
- Cash in register: $3,000
= Assets $15,000

- Bank loan: $7,000
- Supplier debt: $2,000
= Liabilities $9,000

That means Equity = $6,000
Read 12 tweets
Compounding Quality Profile picture
Sep 3
The best compounding machines don’t always invent.

They acquire.

Here are 5 serial acquirers you should know: Image
1. You want to invest in Compounding Machines?

Look for businesses with high returns on capital and plenty of reinvestment opportunities.

Businesses that often have both characteristics? Serial acquirers.

Image source: REQ Capital Image
2. They grow by buying small, private companies and compounding returns over decades.

Some of the most famous serial acquirers:
- Berkshire Hathaway
- LVMH
- Danaher
- Constellation Software

These are all multi-baggers. Image
Read 16 tweets

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