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Compounding Quality Profile picture
@QCompounding
Dec 7, 2022 • 8 tweets • 2 min read • Read on X
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Looking for investment inspiration?

Here you can find the top 10 positions of some of the best investors in the world.

1. Terry Smith (Fundsmith): Image
2. Chuck Akre: Image
3. Polen Focus Growth Fund: Image
4. Smithson (small- and mid cap fund of Terry Smith): Image
5. Torray Fund: Image
6. Jensen Quality Growth: Image
7. Lindsell Train: Image
The end.

▪️ Each Tuesday we share 5 investment insights
▪️ Each Thursday we publish a deeper investment article

Start your journey here:
qualitycompounding.substack.com/p/my-quality-i…

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More from @QCompounding

Compounding Quality Profile picture
Oct 31
My top 10 investing lessons I wish I knew 10 years ago:

1. Become a learning machine

The best investors are always learning. Make it a top priority. Image
2. Don’t use leverage

Leverage is tempting, but it magnifies risk.

Keep your investments simple and within your means. Image
3. Keep your costs low

Small fees add up over time.

High fees can eat away at your returns.

Always choose low-cost investments, and make sure the fees are justified by the returns. Image
Read 11 tweets
Compounding Quality Profile picture
Oct 26
15 Wide Moat Quality Stocks to Hold Forever:

1. Rollins Image
2. Apple Image
3. LVMH Image
Read 16 tweets
Compounding Quality Profile picture
Oct 25
“If you can’t buy a monopoly, buy a duopoly. And if you can’t buy a duopoly, settle for an oligopoly.”

These 10 oligopolies dominate their markets: Image
1. Cloud providers

Every app, website, and AI model runs on the cloud.

This market owned by just three companies:

- AWS (Amazon)
- Azure (Microsoft)
- GCP (Google) Image
1. Cloud providers (part 2)

Cloud spending is recurring, sticky, and growing 20%+ per year.

Once a business builds on one provider, switching is nearly impossible.

These three power the digital world, and get paid every second it runs.
Read 21 tweets
Compounding Quality Profile picture
Oct 22
The top 50 best Peter Lynch quotes:

1. “All the math you need in the stock market you get in the fourth grade.” Image
2. “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”

3. “Know what you own, and know why you own it.”

4. “Invest in what you know.”
5. “An important key to investing is to remember that stocks are not lottery tickets.”
Read 27 tweets
Compounding Quality Profile picture
Oct 17
Charlie Munger said success demands worldly wisdom, not memorized facts

Build a latticework of mental models from many fields

Here are his core models: Image
1. Multiple Models

Relying on one discipline warps reality.

Munger urges you to gather models from math, physics, engineering, biology, psychology, and economics. Image
2. Elementary Math (Probability & Combinations)

You must master basic probability.

It’s not natural thinking.

Without it, you're like “a one-legged man in an ass-kicking contest.” Image
Read 12 tweets
Compounding Quality Profile picture
Oct 15
The best one-liners in investing come from Charlie Munger

His lesser-known insights are just as powerful

Here are the 15 best Munger quotes you’ve never heard: Image
1. Wisdom

“Acknowledging what you don’t know is the dawning of wisdom.” Image
2. Every choice has a hidden cost

"Intelligent people make decisions based on opportunity costs." Image
Read 17 tweets

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